f*******t
发帖数: 1978 | 1 Making Sense of This 'Ridiculous' Market
Published: Tuesday, 15 Jun 2010 | 6:37 PM ET
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By: Drew Sandholm
This is a "bad rally," Cramer said Tuesday with Dow up 213 points and the S&
P 500 closing 2% higher.
Stocks jumped, even though there was a flurry of bad news out today: The
Empire State Manufacturing report showed no hiring. Best Buy's [BBY 38.56
-2.49 (-6.07%) ] weak sales of expensive tech, discretionary purchases
like televisions, showed little consumer confidence. Homebu |
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c*****t
发帖数: 10738 | 2 it makes a lot of sense. like him or not, cramer is a very smart guy. |
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y***r
发帖数: 16594 | 3 cramers说的那么多废话中，这一句我觉得挺有启发。
“ Amateurs worry they are not making enough, pros worry they are making to
much. (Which means taking on to much risk).”
果回撤超过5%或者7%，说明这个人赌性过大，交易风格过于激进，容易出问题。 |
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y*******9
发帖数: 360 | 4 很及时的预告了这次大回调，回调中提醒大家买他的sellblock抄底，NLY，VOD和AAPL
等pick都表现很好。 |
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c******e
发帖数: 1581 | 7 去年5月，Cramer说一年到$30。我买了，当时$11。跌到$10时，我止损。 |
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b********t
发帖数: 8181 | 9 cramer不是说$60一下应该去抢么。
negative |
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g*****u
发帖数: 14294 | 10 那个Market impact 还不如Cramer呢! |
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B*********e
发帖数: 909 | 11 记得去年有个大牛在上就用中国电消耗量来说去年的GDP有问题，那末高的GDP，但电用
量没跟上去，
可能是统计有出入吧，
很难全信天朝的统计
今天CRAMER海讲只看BIDU，其他的可信性还有待考证
信用问题，看似小，实际很大 |
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l**t
发帖数: 6971 | 12 这次ER最令人欣慰的就是，无论ER前还是ER后，本版很少有人评论了！我这半年来一直
因为Cramer这个大嘴又开始吹捧Apple而心惊胆战，但是本版的平静让我对Apple放心了
很多。
事实再次证明，一切analyst都是骗子，普赛，纸老虎。Mac的销量，IDC/Gartner/NPD
都有完整的数据，甚至从他们免费公开的数据都能估计个差不离。iPad的销量Apple都
明告诉你了。iPod的销量NPD有，而且反正variation也不大，占总revenue的比例也是
越来越低。就是iPhone需要猜一下。这些analysts的ER估算之不准，不是用笨能够解释
的。其实就是跟温家宝说政令不出中南海所以房价暴涨不怪他一样，就是骗大家玩儿的
。我看他们要么故意把Mac销量低估，要么使劲压gross margin，真是够难为他们了。
Q3的OpEx比Q2大增$250m，增加幅度大于Q2 ER call时给出的guidance。Guidance说下
个quarter继续增加$100m。
iPad total sales value 2.1b，但是recoginized revenue（包括ac |
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j**s
发帖数: 1028 | 16 I heard some one did follow it and he does make money.
Yet he is a fundamental guy, the stocks he recommended may have great
fundamentals, yet he usually would not say what price to buy etc.
So it doesn't really help that much. You can google his charitable trust
portfolio if interested. |
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t***e
发帖数: 3601 | 17 He pumped the lehman stock two days before it went bankrupt. |
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r****e
发帖数: 867 | 19 你这都是Jim Cramer推荐的股票啊, 我有AAPL和F |
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c***m
发帖数: 2630 | 20 I heard they invented an new anti cancer drug, not sure if it is true or not
. Cramer loves this one. |
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b********t
发帖数: 8181 | 21 还有BAC和Cramer配合，是要玩儿把大的，nnd,我就陪你玩玩儿。 |
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r****d
发帖数: 239 | 23 我是记得有一次他提过的给apple提供原件的公司第二天就猛涨。不过估计还是你说的
对。 |
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j*****7
发帖数: 4348 | 26 I have heard Q3's number will be in negative territory. |
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c******8
发帖数: 3170 | 29 哈哈，
你不喜欢他，是你自己不待见还是你觉得大家都不喜欢？ |
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s*****i
发帖数: 650 | 30 明天GDP BEAT 了最好, 赶紧出逃. 要是GDP很烂, 那就是完蛋了. 继续猛跌. |
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v****e
发帖数: 19471 | 31 I like him for his entertainment value and the ability to move stock prices.
but hey, since when this chimp is in the business of predicting GDP? |
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m********0
发帖数: 2717 | 36 来鞭尸的。这个人啥都不会。
还不如 Melissa Lie. |
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B*********e
发帖数: 909 | 38 记得Cramer曾讲过如果看过他的书而只记住一件事，
那就是no market order, only limit order...
未必真理，还是有一定道理的 |
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h*****l
发帖数: 145 | 39 CRM is jim cramer's favorite. |
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a*o
发帖数: 19981 | 40 http://www.cnbc.com/id/39401053
Big boss behind screen said - dude I am not done unloading yet, let us hold
on a bit longer.
Message to bulls - take profit while you can.
Message to bears - get ready, but do not move yet. |
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i**y
发帖数: 1170 | 41 This means they are unloading at this level? I seriously doubt it....
Anyway, they could be unloading anywhere.
hold |
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a*o
发帖数: 19981 | 42 You are right, they are not unloading, they are waiting DOW to reach 15000
to unload. |
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c********t
发帖数: 4527 | 43 don't argue with this man. |
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j*****h
发帖数: 3292 | 44 丫是一个明白人， 但肯定不是站在散户这边的
他那个thestreet.com 也是个垃圾 |
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p*********9
发帖数: 501 | 45 前几天 Cramer 跳出来说有 takeover rumor， 结果涨过 50，又回来了。 |
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j******e
发帖数: 294 | 46 Cramer said Financial stocks could be down 10%+ due to forclouse mess. any
comments on this?
If XLF will be down another 10%, I will certainly hold my puts now. |
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J********e
发帖数: 341 | 47 看样子还是很有道理的啊。而且每次他提的股票，你第二天买，2周之内涨个10％不是
问题。 |
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d****z
发帖数: 9761 | 49 OMG, it's time to sell! |
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