| | (I) Mkt
* Bottomed and Trend changing? likely
* Dow+200 --> suggests mkt is fragile and can do volatile swing up / down
(II) GOOG
* GOOG is definitely a better bet to play YHOO earnings --> YHOO -7 (20%) and GOOG -4 (1%), what a difference !!
- YHOO down on guidance, but GOOG has no guidance, what will happen after GOOG earnings?
* TA of GOOG not working out as planned --> now closer to bottom of symetrically triangle (vs at upper range near $425)
* Conclusion: Since uncertain in a decent mkt (even IBM can go up) --> will hold on to my last portion of GOOG
(III) Earnings Risk / Reward
* stocks are punished hard (YHOO, BOBJ); and reward handsomely?? (IBM is so-so) --> Rish is High, Reward is so-so
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| | Posted 7/19/2006 12:19 PM - 53 Views - 2 eProps - 4 comments
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