CALDEIRÃO DE BOLSA

Realizei à 2 semanas maia valias, mas não resisi e entrei de novo a semana passada.

Com o esperado crescimento do PayPal, e o breakeven do Skype, o potencial a meu ver é bastante positivo, até porque esta menina foi severamente castigada.

Gvieira

Amigo Ulisses:
Ainda bem, porque estou cheio delas!
Não há nada melhor (para a carteira dos accionistas, claro) do que ocupar um nicho de mercado sem concorrentes onde o dinheiro flui em grandes quantidades...
Abraço e boa sorte também para ti.
Cem

"eBay's Done Going Down"

By Jim Cramer
RealMoney.com Columnist
10/19/2006 9:25 AM EDT
"They couldn't kill eBay (EBAY - commentary - Cramer's Take - Rating). No matter how under-managed it is, no matter who doesn't run it, no matter if it alienates the merchants or pays too much for Skype. None of it matters; eBay's the only game in town.

eBay and Amazon (AMZN - commentary - Cramer's Take - Rating) are amazing properties. They have missed quarters, done the wrong things, worn down the Street and basically done things that the Street would not tolerate from normal companies. Yet they are still "loved" by investors because they are, as we would have said in law school, "sui generis."

There are many companies that have tried to do what eBay does (and of course, what Amazon does), and they have all failed. This quarter for eBay is somehow being trumpeted as the breakout quarter, and you know what, people will believe it. They believe anything when it comes to eBay.

I have been negative on the stock because of its dramatic undermanagement. It isn't much different from the undermanagement at Yahoo! (YHOO - commentary - Cramer's Take - Rating). But unlike Yahoo!, which has Google (GOOG - commentary - Cramer's Take - Rating) to contend with, eBay is free from competition.

So, eBay goes higher. And even though I stayed negative too long -- I reiterated my sell at $25. It's time to admit that there are too many buyers in here and it is, like Amazon, done going down. "

(in www.realmoney.com)