O petróleo está em queda, mas a incerteza continua em alta

[Ulisses Pereira]

Tio, quando ele tem posições nessas acções, ele deixa um disclosure.

Um abraço,
Ulisses

[tiopatinhas]

Em tempos tive Amazon e se não vendesse teria duplicado... mas nesta altura, tudo mete medo
Ulisses, será que o Cramer não tem interesses nestas análises?

[nunoand99]

No mínimo, 4 boas "dicas " para investigação, até porque me parecem bem fundamentdadas.


Particularmente a parte dos multiplos

[Ulisses Pereira]

"Tech's Four Horsemen Will Trample Shorts"

By Jim Cramer
RealMoney.com Columnist
9/24/2007 9:47 AM EDT

"It's all four horsemen. They all have great stories. They are all being shorted by quants who don't like high multiples. And their businesses are all on fire.

Let's revisit.

Apple (AAPL - commentary - Cramer's Take - Rating), I believe, is going to have a monster quarter. Now that AT&T (T - commentary - Cramer's Take - Rating) is being proactive on its programs for iPhone -- you can get a deal that allows texting to rival networks -- and now that there are new iPods for the holiday shopping season and now that people are buying high-margin iMacs because while they're in the stores to buy iPhones and iPods, you have the classic cult-to-mass story. Citigroup's number bump on Apple this morning is the first of many.

Research In Motion's (RIMM - commentary - Cramer's Take - Rating) numbers are way too low. BlackBerry is wiping the floor with Palm's (PALM - commentary - Cramer's Take - Rating) Treo. This is the momentum play in this market, ex Intuitive Surgical (ISRG - commentary - Cramer's Take - Rating), and in a slowing economic environment people are going to gravitate to this.

Google's (GOOG - commentary - Cramer's Take - Rating) earnings could be huge if it has gotten its hiring in line, and I think that's going to happen with the new CFO change. Any problems at Yahoo! (YHOO - commentary - Cramer's Take - Rating) are wins for Google; same with AOL.

Amazon's (AMZN - commentary - Cramer's Take - Rating) the toughest sale, but also the most heavily shorted, in part because of the FedEx (FDX - commentary - Cramer's Take - Rating) earnings conference call last week, which I think should not have been extrapolated to Amazon. At last, this will be the Amazon Christmas. And Amazon's fulfillment business for other companies will also be huge. Amazon has leverage on sales now, something it never had before.

I reiterate that these stocks plus Garmin (GRMN - commentary - Cramer's Take - Rating), which has good momentum into Christmas, are still the best plays on the slowing economy because they are on fire when most of the economy is slowing down. "

(in www.realmoney.com)