Comments on: Finally..a Continuation in the 'Inconceivable' Rally http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/ Just another WordPress site Sat, 28 Apr 2012 06:42:16 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Dave Pinsen http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2088 Dave Pinsen Fri, 30 Jul 2010 02:38:09 +0000 http://howardlindzon.com/?p=5952#comment-2088 I took advantage of the little bounce on Monday after the stress tests to pick up a few puts on AIB. I took advantage of the little bounce on Monday after the stress tests to pick up a few puts on AIB.

]]> By: Dave Pinsen http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-14180 Dave Pinsen Thu, 29 Jul 2010 21:38:00 +0000 http://howardlindzon.com/?p=5952#comment-14180 I took advantage of the little bounce on Monday after the stress tests to pick up a few puts on AIB. I took advantage of the little bounce on Monday after the stress tests to pick up a few puts on AIB.

]]> By: howardlindzon http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2087 howardlindzon Wed, 28 Jul 2010 07:04:02 +0000 http://howardlindzon.com/?p=5952#comment-2087 Yes on storage. Thx much<br><br>CEO of <a href="http://StockTwits.com" rel="nofollow">StockTwits.com</a> and founder of <a href="http://Socialleveragellc.com" rel="nofollow">Socialleveragellc.com</a> Yes on storage. Thx much

CEO of StockTwits.com and founder of Socialleveragellc.com

]]> By: Spooky http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2086 Spooky Wed, 28 Jul 2010 06:06:31 +0000 http://howardlindzon.com/?p=5952#comment-2086 Im bullish and am taking potshots at what looks like a crazy premium for risk aversion via long-TBT and long USDJPY. <br><br>I'd add NAS-storage to that list of whats hot - NTAP,ISLN.<br><br>I'm not sure "cloud" is really an investable theme, but Infiniband is a technology of increasing importance in all clusters - but the best pureplay Infiniband plays I know of {QLGC and MLNX} are getting taken to the cleaners. Im bullish and am taking potshots at what looks like a crazy premium for risk aversion via long-TBT and long USDJPY.

I'd add NAS-storage to that list of whats hot – NTAP,ISLN.

I'm not sure “cloud” is really an investable theme, but Infiniband is a technology of increasing importance in all clusters – but the best pureplay Infiniband plays I know of {QLGC and MLNX} are getting taken to the cleaners.

]]> By: howardlindzon http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-14178 howardlindzon Wed, 28 Jul 2010 02:04:00 +0000 http://howardlindzon.com/?p=5952#comment-14178 Yes on storage. Thx much CEO of StockTwits.com and founder of Socialleveragellc.com Yes on storage. Thx much

CEO of StockTwits.com and founder of Socialleveragellc.com

]]> By: Spooky http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-14177 Spooky Wed, 28 Jul 2010 01:06:00 +0000 http://howardlindzon.com/?p=5952#comment-14177 Im bullish and am taking potshots at what looks like a crazy premium for risk aversion via long-TBT and long USDJPY. I'd add NAS-storage to that list of whats hot - NTAP,ISLN. I'm not sure "cloud" is really an investable theme, but Infiniband is a technology of increasing importance in all clusters - but the best pureplay Infiniband plays I know of {QLGC and MLNX} are getting taken to the cleaners. Im bullish and am taking potshots at what looks like a crazy premium for risk aversion via long-TBT and long USDJPY.

I’d add NAS-storage to that list of whats hot – NTAP,ISLN.

I’m not sure “cloud” is really an investable theme, but Infiniband is a technology of increasing importance in all clusters – but the best pureplay Infiniband plays I know of {QLGC and MLNX} are getting taken to the cleaners.

]]> By: howardlindzon http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2085 howardlindzon Tue, 27 Jul 2010 22:45:23 +0000 http://howardlindzon.com/?p=5952#comment-2085 Can I get names. I agree.<br><br>CEO of <a href="http://StockTwits.com" rel="nofollow">StockTwits.com</a> and founder of <a href="http://Socialleveragellc.com" rel="nofollow">Socialleveragellc.com</a> Can I get names. I agree.

CEO of StockTwits.com and founder of Socialleveragellc.com

]]> By: Washingtonian http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2084 Washingtonian Tue, 27 Jul 2010 22:43:54 +0000 http://howardlindzon.com/?p=5952#comment-2084 If Online marketplace in Latin America is looking good then their banks should be golden as well... have you seen the fees merchants charge over there? Plus fees upon fees... their banks are very well protected and good to keep growing with governments help. If Online marketplace in Latin America is looking good then their banks should be golden as well… have you seen the fees merchants charge over there? Plus fees upon fees… their banks are very well protected and good to keep growing with governments help.

]]> By: howardlindzon http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2083 howardlindzon Tue, 27 Jul 2010 19:51:03 +0000 http://howardlindzon.com/?p=5952#comment-2083 Agreed. Faves?<br><br>CEO of <a href="http://StockTwits.com" rel="nofollow">StockTwits.com</a> and founder of <a href="http://Socialleveragellc.com" rel="nofollow">Socialleveragellc.com</a> Agreed. Faves?

CEO of StockTwits.com and founder of Socialleveragellc.com

]]> By: steveplace http://howardlindzon.com/finally-a-continuation-in-the-inconceivable-rally/#comment-2082 steveplace Tue, 27 Jul 2010 19:48:41 +0000 http://howardlindzon.com/?p=5952#comment-2082 Cloud. They're probably due for a retrace but they all look good. Cloud. They're probably due for a retrace but they all look good.

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