Como se combate o populismo? "Com eleições", responde Fukuyama

[vm]

Tks Ulisses,

Parece-me q saiu da Lucent e mantem as outras 3

[Ulisses Pereira]

Vm, a esse texto não tenho acesso porque é preciso subscrever as picks dele. Deixo-te outro artigo dele

Um abraço,
Ulisses

Two Wrongs! on Tech Make It Still Right

By James J. Cramer
RealMoney.com Columnist
7/19/2005 3:32 PM EDT


"It feels like tech has already made a monster move. It feels like it is too late to get into a lot of the semiconductors, that you would be coming in on the proverbial quicksand.

But what you feel is Wrong!.

Consider these magnificent seven samurai, for all of which you probably believe you have missed gigantic moves and it's too late. And then consider what they have done since the end of May, keeping in mind that the S&P 500's moved up 3% in that time frame:

Apple (AAPL:Nasdaq - commentary - research): 6.7%
Intel (INTC:Nasdaq - commentary - research): 6.1%
Cisco (CSCO:Nasdaq - commentary - research): 2.5%
Marvell (MRVL:Nasdaq - commentary - research): 2.4%:
Microsoft (MSFT:Nasdaq - commentary - research): 0.6%
Yahoo! (YHOO:Nasdaq - commentary - research): 0.6%
Qualcomm (QCOM:Nasdaq - commentary - research): -5%
I simply don't believe those moves can be considered outsized. Sure, they seem good vs. what we have become used to in tech. But they are hardly the type of stratospheric, parabolic moves that mean you are chasing here.

Far from it.

Again, I am trying to keep this tech rally in front of you. I am not saying own all tech. I am not saying that if you own two tech names out of five, you should own more than that.

I simply am saying that tech could be the hottest sector out there, and I can't seem to summon any enthusiasm for it.

That's just Wrong!. "

(in www.realmoney.com)

[vm]

Ulisses,
Será que podes deixar estas traiding ideas do Cramer?
Sei que ele ontem tava longo nestas 4:Intel, Lucent, Motorola and Yahoo!, mas com os resultados acredito q só continue longo em Intel e Motorola, mas nas outras...