Tuesday, 22 May 2012

The Smug Little S**T Hosed The Muppets!


You read it right. Now the shocker and it is from Reuters;; Reuters' Alistair Barr is reporting that Facebook's lead underwriters, Morgan Stanley (MS), JP Morgan (JPM), and Goldman Sachs (GS) all cut their earnings forecasts for the company in the middle of the IPO roadshow. They told it to the institutional investors but nothing to the retail. No wonder Goldman calls the retail investors as “Muppets” in their internal emails!


If we did not live in a banana republic, the lead underwriters and owners of FB would have been hauled for criminal conspiracy to defraud the investors. But that is not going to happen. The rot in the system is too pervasive. But even the muppets are to be blamed for their greed. One would have thought that by now the retail investors have learned their lesson as how the St. games the system, but no, not a chance in hell.  From NY Post:
After a 30-minute delay, individual New York investors gobbled up stock online and at discount brokerage houses.
Queens chauffeur Thomas Gardner, whose home was just foreclosed on, could only afford $89 for two shares, which he hoped would eventually send his 9/11-born son to St. John’s University.
“This is a good start,” Thomas said, beaming as he came out of a Midtown Charles Schwab office. “Everybody is hoping for something, so I’m jumping on this wagon. I have a good feeling.”
Michael Scott, an Upper West Side architect, bought his shares on his iPhone.
“I like the chase,” said Scott, who bought Google stock at $100 a share in 2004 and still holds the $618 stock.
Retired nurse Teresa Ryan, who lives in Tudor City, bought 4,920 shares at $40.50, noting she made a killing on Apple stock.
“I’m very psychic when it comes to stocks, I really am,” said Ryan. “I have no retirement, I have no pension, so I try to make money on the market.”

Zuckers!

I am disappointed that there are no puts available on FB or I would have bought a boat load of puts on FB. If you consider the EPS of Apple or Google, FB should be trading at $ 2, max. $3. No more.

Coming back to market, the early morning euphoria was absent by the day’s end. We may see further dip tomorrow at least in the morning and that is why doing nothing now is a good idea. Let me repeat what I wrote yesterday: “Tomorrow might be a red day and a better entry point. There is no hurry. This is not the last train leaving station.” Logically and technically speaking, there has to be a test of selling pressure and how aggressively the dip gets bought before we can determine the strength of any up-swing. Pardon me if I have confused  you but if and when I go long, I will inform you by twitter. More the reason you should join me in twitter (@BBFinanceblog). As you know, I do not spam with unnecessary tweets and say something only when it is worthwhile. Most of the time, it is just noise out there and not worth bothering.
The late day sell-off was triggered by the rumour of  Grekxit. This time the rumours are working the other way, to create panic. You can actually see through the game. Greece will exit Euro but not now, may be in another six to eight months time. Despite all the bravado, Europe is not yet ready to face the mess. And don’t forget the almighty “O” wants to get re-elected and will do everything in his power, including arm-twisting the European leaders to at least temporarily pull a rug over the problems and print more money.

So we wait for more price action to get a better idea about the immediate direction of the market. Thank you for reading http://bbfinance.blogspot.com/

2 comments:

  1. BB, do you post your comments to stocktwits to? If not you should try it out! Can connect it to your twitter account

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    Replies
    1. Thanks. I opened the account and connected with Twitter. Let me know how to use it effectively. Never used it before.

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