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May 2008 Archives

SLO and the cnbc portfolio challenge

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Would anyone care to take part in the portfolio challenge with me.Make a model to submit.This is a great way to get some national attention to investorplaceblogs.com and the slo community. I need to get some bonus bucks by refering people to the challenge if you would like to be invited please e mail me@ ronald.stach@yahoo.com with your address cerca trova ron

Croc's Fad or folly

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I've come to the conculsion that they need to fire some people at croc's for underproduction then overproduction, stale inventory.In the word's of Donald Trump "Your fired".This is the first year that croc's will have a world wide prensence.What i'm concerned about is that a fad in america is not a fad in praque. From the tech side the stock is extremly over sold and may go sideways and get a "dead cat bounce" I honestly belive that the party is over for croc's and company is going to be made into purse's You are bottom guessing and speculating on a poorly run company with a product that is in my opinion is a fad.This is a high risk play suited for the more aggressive investor .Price targets for 90 day's 7 to 13

United Health Prognosis

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Prognosis-physical 11yrs double digit earning's growth.Growth by acquisition model positive.Positive stock buy back program.Now the bad news.The quote that comes to mind when I look at united health is from sigmund freud- All human society is constructed on a complicity in a great crime. When you look at their record its full of corruption from option back dating to the igenix database.IMHO this data base should be run indepent third party.In game theory you got two hawks (doctors and insurers) fighting to pass the buck on to one dove.There is profit in confusion.I would buy unh at this low. With a price target of 3-5 yrs 80-105.United is physically well,but mentally ill