No Christmas Rally

So what is your take on Qdel short term and PSYS long term. Your opinion is highly repected

Brett-

While you’re waiting for a highly respected opinion, my two cents on PSYS:

PSYS is asylums, no? I’d guess extremely long-term favors it, as a) hard to overtake the nurses/orderlies/guards when in drug-induced coma and b) no one generally cares what happens inside them, for better or worse.

For those with better advice, it might help them to give an idea what you consider short-term and long-term in your approach (day, swing, buy and whatever, etc.).

Hope you weren’t long QDEL in the past month, and good luck with the positions you’re in/considering, as the case may be.

-a

Hi,

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Best Regards,

AC

All week on CNBC they have been talking about a Santa Claus Rally that will emerge the last week of December and first two days of January?

What are you thoughts on this theory?

Thanks for your opinion.

John

PSYS?

En fugeo, dude.

Great business model, strong demographics, and a phenomenal chart — it’s a dunk shot.

William Blair just penned a very bullish research report on the stock but those bastards are too proud to send me a copy…

In all seriousness, PSYS roughly doubles its revenues year to year.

I’m bullish.

I meant “en fuego”

fugeo means nada.

AC: Thanks for the translation link, also thanks to GOOG. Definitely made use of it.

John: Take everything with a grain of salt. CNBC may say it’s historically likely according to the almanac/research, but to borrow DJ’s vocabulary…It’s no dunk shot. If there is a rally, I think we’ve yet to hit the low point prior to it.

AFKADJ(I hope there’s not a symbol that goes with that title): Nice work on the DRI. Researched PVH?

JWU: Don’t get too down about the lack of a rally thus far and keep up the good work with the blog. I’m sure Brett, in particular, would appreciate it after my version of advice.

-a

ya, we hit that Darden (DRI) 9 ways to Sunday. 13% in 3-4 days - it’s better than an infected corkscrew in the eye.

Anyways, I’m looking at a couple more short term pops for the new year - when I got em , I’ll write in to our host.

Long term, I like FCBP; it’s a bank out in Cali that’s bought 13 smaller banks in the last 5 years. There is this guy on the Board (he happens to be #1 shareholder of FCBP) who’s called John Eggemeyer - he used to run the LBO desk at Drexel and now he’s CEO of a boutique LBO/private equity firm called Castle Creek Capital (google it). He’s not in Cali for the free checking — he’s on FCBP’s board to do exactly what he did in the 80s/90s at Drexel - sell banks to expansion driven powerhouses. I think his plan is to sell FCBP in 06. Shares have gone from 36 to 58 ever since I started tracking this one. The weird thing, the stock moves up on ZERO news all the time. Did anyone say insider activity?

I’m confident something big is going to happen with FCBP - where there’s smoke there is fire, as the adage goes.