Opinions posted by guliamo

Oct 20 2009 at 4:49AM (EST) (By guliamo)

"It's the Mac, Stupid.."

Apple smashes forecasts again (and again.. and again..). Personally, I owe my current lifestyle to Apple. I was sitting on a New York subway in June of 2003 and was surprised to see how many people had white earphones on.. Later that day I was walking ou...

Sep 03 2009 at 12:35PM (EST) (By guliamo)

Will Pilgrim's find Brazilian Pride? (PGPDQ)

Smart Brief says Pilgrims Pride may be sold to Brazilian meat giant for as much as 2.5 Billion. For shareholders such as myself, this is sweet music indeed. The Brazilian deal, if finalized will represent a price 5 times higher than current market value. ...

Jul 08 2009 at 4:35AM (EST) (By guliamo)

Good bye Bill... and good riddens..

Associated Press reported that Google Inc. is developing a new operating system for laptop computers. The new operating system will run through Google's web browser, Chrome. Google plans to introduce the operating system during the second half of 2010. Th...

Jul 01 2009 at 1:57PM (EST) (By guliamo)

California play

hi guys, Assumption 1: California state needs money. Assumption 2: It will be able to repay it's debt. assumption 3: Some attractive returns are out there for those who have a 5+ year investment horizon. Any ideas on the best way to play this?

Jun 16 2009 at 6:43AM (EST) (By guliamo)

Lets show some solidarity

Hi guys, Here's an icon you can use to show solidarity with our brothers in Teheran fighting for freedom. Damn, I love the web. http://lh3.g​gpht.com/_ZE​ZbLeS50Vc/Sj​d3G9xM-UI/AAA​AAAAAJt8/Zkb​kQurqpWA/s800​/WhereisMyVo​te_bigger.jpg

May 27 2009 at 4:14AM (EST) (By guliamo)

The Solar wars - Who'd the best horse fr this race?

Hi guys, I'm thinking of taking a position in Solar Technology. Obama is a strong supporter of this technology and I believe there will be some clear upside for this sector down the road. I used to own WFR (MEMC Electronic). I'm hearing their technology m...

May 26 2009 at 3:39AM (EST) (By guliamo)

Taking a (small) position in IGR

Representing the long term approach my portfolio is run by, I've taken a small (3%) position in IGR. ING Global is a real estate trust. They own a bunch of properties across the world - Hotels, Offices, Commercial and residential. I've owned IGR off and o...

Apr 20 2009 at 5:49AM (EST) (By guliamo)

Feels like it's going to be a good week ahead..

Basing this on nothing but Obama sentiment and a hunch that reports are going to beat expectations. Will be interesting to see AAPL, AMD and Ko this week.

Apr 13 2009 at 11:09AM (EST) (By guliamo)

Is GM's bankruptcy a good thing?

Hi guys, Reading the news I'm hearing GM is going to declare bankruptcy.. the market sent GM 15% down and I must say I'm wondering why.. Chapter 11 means that employees loose negotiating power over their benefits (GM's biggest problem). In fact, I wouldn'...

Apr 05 2009 at 7:38AM (EST) (By guliamo)

How bad is the economy?