"TAP não sobrevive se se mantiver pública", garante Pinto Luz

[fjp1977]

Isso é perfeitamente obvio.

os EUA esta-se perfeitamente a marimbar para os PIIGS.

Em especial para Grecia, Espanha e Portugal. A maioria deles nem sabe onde isso fica.

Esse Cramer sabe -- "You can watch deliciously from the sidelines as countries with really great food go belly-up. "
Se calhar ainda aproveita a baixa do euro para vir cá passar férias...

Uma boa prova do que nós representamos para eles, se falirmos, para os americanos é muito menos grave que se falir o Burguer King... Por aí se vê no lindo molho de bróculos em que nos metemos...

[tugatuga11]

Este gajo é mesmo doido varrido.
http://www.cnbc.com/id/36827346
Bons trades.

p.s- paella para Portugal?

[atomez]

Isso é perfeitamente obvio.

os EUA esta-se perfeitamente a marimbar para os PIIGS.

Em especial para Grecia, Espanha e Portugal. A maioria deles nem sabe onde isso fica.

Esse Cramer sabe -- "You can watch deliciously from the sidelines as countries with really great food go belly-up. "

Se calhar ainda aproveita a baixa do euro para vir cá passar férias...

[Lion_Heart]

Isso é perfeitamente obvio.

os EUA esta-se perfeitamente a marimbar para os PIIGS.

Em especial para Grecia, Espanha e Portugal. A maioria deles nem sabe onde isso fica. Eles tem cidades que tem maior pib que Portugal e Grecia.

Mas eu digo mais, os EUA fazerem isto é normal, até porque o centro de interesse deles agora é a china (o seu maior credor) . Grave é ter Países que pertencem a UE fazerem o mesmo. Onde esta o UK? A França? A própia UE?

Enfim , eu so vejo os malandros de um lado e o maior credor e finaciador do outro. Mais o FMI.

[Ulisses Pereira]

"Assume the PIIGS Go Belly-Up -- So What?"

By Jim Cramer
RealMoney Columnist
4/28/2010 9:34 AM EDT

"Maybe set your day up like this -- presume the following: outright defaults in Greece, Spain, Portugal and Ireland. Add a bailout to Italy.

Then ask yourself, do you still want to own Schlumberger (SLB - commentary - Trade Now) or Chevron (CVX - commentary - Trade Now)? Do you want to sell or take profits in a Broadcom (BRCM - commentary - Trade Now) or an Intel (INTC - commentary - Trade Now)? Is that scenario too daunting to own Caterpillar (CAT - commentary - Trade Now) or DuPont (DD - commentary - Trade Now) through? Is it enough, plus the Washington intrusion, to shake you out of Bank of America (BAC - commentary - Trade Now) and JPMorgan (JPM - commentary - Trade Now)?

Because if you think it is, SELL NOW. Sell what you can into the morning's mild weakness.

Because it is pretty clear that all of these things are going to occur.

If anyone really believes that the sellers and shorts don't own these stories and can move these countries' bonds around all they want, you are being naive. If you think that in the next month you are going to wake up to anything but these stories, you are nuts. If you think these directly affect U.S. equities, the U.S. economy and the fortunes of these companies and will cause an unwinding of all of the positives, then, again, YOU MUST BOLT. You simply cannot wait -- we are only a few percent from the high.

I won't blame you if you do. It certainly is the easiest course of action. You can sell everything in May and go away! You can watch deliciously from the sidelines as countries with really great food go belly-up.

I am not doing it. I am adopting a "this too shall pass" attitude and am focusing on the incredible earnings power of companies like Juniper (JNPR - commentary - Trade Now) and Western Digital (WDC - commentary - Trade Now) and Ford (F - commentary - Trade Now) and Boeing (BA - commentary - Trade Now) and United Tech (UTX - commentary - Trade Now) and Honeywell (HON - commentary - Trade Now) and DuPont and 3M (MMM - commentary - Trade Now), where revenues are just starting to accelerate. None of these companies is counting on Europe. None of them. In fact, Europe is not as important on the margin as Latin America for some companies, like National Oilwell (NOV - commentary - Trade Now) or Whirlpool (WHR - commentary - Trade Now), to give two examples.

Anyway, I have a motive: I want these people who don't see the dominos out of the market because they are going to panic at a much less opportune moment. Nothing wrong with leaving the table after big gains.

No one can blame you.

Me? I just expect all of these bad stories to play out and yet I still like the companies I am listening to. I just want room for the better prices these woes are going to give us as the clueless begin to realize that all of these countries are going to default.

And if they don't?

We go MUCH higher.

At the time of publication, Cramer was long Bank of America, Honeywell, Intel and JPMorgan. "

(in www.realmoney.com)