Tweetcolaro,

No problem, if we get enough interest be happy to do it.

Answer any q's or any companies etc.

Today is a light day of trading. It is yom kipper so lot of hot shots in new york are off.

Generally market is waiting for q3 earnings reports which are expected to excellent and support the rise in the last 3-4 months of the market.

Only negative right now is a psycological one. 5 out of 10 worst days in history of market have been in October, plus lots of money managers did not believe in this market and have been hammered because they sold stock short rather than went long.

Overall though, low interest, tax cuts, and 3 years of belt tightening have finally turned positive, good news is it is very similar in other parts of the world.

So, a rising tide lifts all boats, is basically where we are.

Again, any q''s just shoot.

FYI, been investing for 20 years and have read over 100 books on the market. I've had great years good years, and no real bad years, yet, have made some dumb headed decisions along the way.

good luck

TweetTrip, I own some Walt Disney. I bought it in '99 and took a beating on it. What's you're opinion? Buy, sell, or hold.

TweetMR,

Well let's SEE what we've got.

For the last three years revenue was 25 billion. It has not grown revenue at all. Not good in general, stock prices are based on the perception, which eventually get's fullfilled that their will be a growth in sales which , and big if here, if company is well run, increasing revenues leads to increasing profits.

In Disney's case their high for profits was 5.5 billion on 23 billion in revenue. In 01 they did 5.5 billion on 25 billion in rev. in 01 they did 1.8 billion on 25 billion in rev. ( obviously 9-11 ) and in 02 they did 2.3 billion on 25 billion in rev.

As it stands now stock is at about 22. It seems to be headed to 30. More people with economy back should travel more, numbers are saying so, and thus they will go to disney. So, whereas maybe not too much increase in rev next year profit should be better cause disney has lots of fixed costs, ie, parks cost x amount of dollars to maintain no matter what, more folks in goes right to bottom line.

Most shareholders are frustrated with Eisner, he did great from 85 to 95 and since then he has not made good decisions is the consensus. He had alot of talent that has gone elsewhere, and this talent executed his vision, yet now he can't keep talent, and big companies like that have too have primo talent.

Consensus is Eisner needs to go.

Good news is there is very little downside in disney today, so it's mostly upside, best thing to do is when it get's to 30 sell some of it, lock in a profit, if it hits 35 sell rest of it. Much better investments LONG term. Meaning it's likely they could make it too 30/35 on increases in profit, yet, most likely will not be able to grow top line revenue at enough of a rate to increase stock value.

So, 30/35 it's fully valued, and since most things in market do not stay constant more risk going down then up.

Hoped That Helped

TweetSAVE YOUR MONEY

TweetThanks Trip

TweetWell I have nothing really to say in here I got a D- in economics the only thing I invest in is that I spend to much time on anabolc boards lol

TweetAre brethren Cisco CSCO and Oracle ORCL

I'll make this quick.

This companies each have about 20 billion dollars in the bank, if they shut down business tommorrow they would still have 20 billion plus probably another 5 billion in assets. If these guys sold off assets had 25 billion and bought some bonds they would make a ton of money just on that cash alone. It is the same story for microsoft.

That's the no. 1 reason why those companies are so loved they have tons of cash. Also they are pretty much No. 1 at what they do.

Problem with these guys is just plain and simple Growth In Sales.
IT will be better next year, no doubt, just not enough growth to really make these stocks double and triple.

Likely hood is these guys will get some increase in sales say 5-6% and since theya re lean and mean now it will be a big bump in profit which will most likely vault the stock higher.

So, if you own them, you're fine, owning great compainies not bad.

Note the likely hood they are 50 dollar stocks a year from now is slim.

If you own them and want some specific specifics let me know and I will give you more detail.

Oh, one more thing, these guys have huge margins, like 50%, as opposed to like a retail store who has on avg. 5% if they are lucky.

TweetThanks for the info Trip