Rob's Lobs

[Rob]

Rob, I must admit I don't usually read your thread.

Don't make me send Ernie over there with a hockey stick to "persuade" you.

[Rob]

Still holding 100% of my GOOG position. If ever there were another early-80s-Microsoft-type investment to hold for the long term, this surely appears to be it. (IMO)

[Rob]

. . . do you have any comments on the case and settlement with RGEN?

It was difficult to read and understand the published stories about the particulars of the case. Other than that, my only comment is: What a relief it's finally settled!

I believe Erbitux is a better drug than it has as yet been recognized to be.

[riverbabe]

Rob,
GOOG 701. If you continued to hold I'm impressed. What about you, River?

------------billyjoe

Still in, and it's my pick of the year.

[billyjoe]

Rob,
GOOG 701. If you continued to hold I'm impressed. What about you, River?

------------billyjoe

Rob, I must admit I don't usually read your thread. I'm just stopping by because of my position in RGEN, which got my attention by setting a new high recently. As it turns out, a very nice time to buy this would have been about the time of IMCL's last report. When the settlement was announced, RGEN took a dive because some folks had been expecting a much better result for RGEN. After IMCL's report, there seemed to be renewed interest in RGEN. Since I know you've been following IMCL, do you have any comments on the case and settlement with RGEN?
Thanks ... stenz

[Rob]

IMCL seems to getting whacked today in sympathy with Genentech (DNA), though there's no reason I know of for this to happen that makes any sense. Could be a good buy opportunity. Trade at your own risk.

[New-born baby]

New-born,
The return on money set aside for social security if we are to believe that it was set aside has got to be lousy. If you were to take the totals from the 1940's say until 1990 and compound it at 6% wouldn't there theoretically be enough $$ to last indefinitely? Take out a few trillion here and there for a couple useless wars and what is left?

-----------billyjoe

Inflation.

[billyjoe]

New-born,
The return on money set aside for social security if we are to believe that it was set aside has got to be lousy. If you were to take the totals from the 1940's say until 1990 and compound it at 6% wouldn't there theoretically be enough $$ to last indefinitely? Take out a few trillion here and there for a couple useless wars and what is left?

-----------billyjoe

[New-born baby]

I wonder what will help to open the eyes of the public to the extent of the power and generally stabile growth of the US economy over the past 100 years? I mean.... why are people burying their heads in the sand? BUY BUY BUY!!!!!!

It seems to me that we are in the process of shifting the economic center of the world from the USA to China. US companies have emptied every factory of its equipment and shipped it to China to avoid onerous taxes and health care costs. Been to Chicago lately? Have you seen those mile after mile of empty factories along the interstate? Have you read how that Social Security is currently spending more dough that it is taking in? How about that in just 4 more years we are going to have 2 people working for every 1 on Social Security?

None of this stuff was true in theUSA the last one hundred years. Britian's power was busted by the welfare system; how shall our economic power be any different?

[peanuts]

The Economic Confidence Model (Copyright Princeton Economic Institute 1997) 8.6 Year Global Business Cycle predicts the market will bottom on March 22, 2008. It has been right, to the exact DATE, many times before. Take a deep breath and run your fingers through your CA$H.

www.nowandfutures.com/buscycle.htm (especially see graph on page 4)

Riverbabe

I wonder what will help to open the eyes of the public to the extent of the power and generally stabile growth of the US economy over the past 100 years? I mean.... why are people burying their heads in the sand? BUY BUY BUY!!!!!!

[mrmarket]

Trying a new screen to find stocks with good fundamentals and that are relatively inexpensive, I ended up with the following list. Will watch for a while and see what these do.


________ Price
_________ on
Symbol __ 11/22/07
DST _____ 80.66
FMD _____ 29.54
GEOY ____ 32.82
GKK _____ 21.76
HLTH ____ 13.24
IMMR ____ 12.31
MIR _____ 36.57
MRH _____ 17.00
PXP _____ 49.22
RIG ____ 121.78
RLI _____ 57.14
SPIL _____ 8.92
TSCM ____ 12.80
TWLL ____ 12.24
VCP _____ 29.31
VR ______ 25.14

Good stuff Roberto...keep em coming.

[Rob]

New Screen

Trying a new screen to find stocks with good fundamentals and that are relatively inexpensive, I ended up with the following list. Will watch for a while and see what these do.


________ Price
_________ on
Symbol __ 11/22/07
DST _____ 80.66
FMD _____ 29.54
GEOY ____ 32.82
GKK _____ 21.76
HLTH ____ 13.24
IMMR ____ 12.31
MIR _____ 36.57
MRH _____ 17.00
PXP _____ 49.22
RIG ____ 121.78
RLI _____ 57.14
SPIL _____ 8.92
TSCM ____ 12.80
TWLL ____ 12.24
VCP _____ 29.31
VR ______ 25.14

[Rob]

GOOG Target Raised Again

[riverbabe]

Prediction

The Economic Confidence Model (Copyright Princeton Economic Institute 1997) 8.6 Year Global Business Cycle predicts the market will bottom on March 22, 2008. It has been right, to the exact DATE, many times before. Take a deep breath and run your fingers through your CA$H.

www.nowandfutures.com/buscycle.htm (especially see graph on page 4)

Riverbabe