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Message from discussion Get ready for Hedge fund B.S.
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schmidt...@gmail.com  
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 More options Jan 13 2008, 2:09 am
From: Schmidt...@gmail.com
Date: Sat, 12 Jan 2008 23:09:02 -0800 (PST)
Local: Sun, Jan 13 2008 2:09 am
Subject: Re: Get ready for Hedge fund B.S.
Hey Terry

Investor relations gave me some disappointing news.  The woman said
they would not be talking about q4 results until the first week in
april ??? At first I assumed there was some miscommunication as to the
question I asked.....afterall...they reported on nov28 right?  Usually
adding three months gets you pretty close to the next earnings
date...The good thing I suppose is that the market will have likely
shaped up by then....a great announcement at a time like this would
kill the steam pretty fast.  I hopped out temporarily here......as far
as the business cycle goes.....we're on a cyclical downturn......after
the financials report earnings this week......that'll be confirmed.
ZERO DOUBT.  Owning cyclical stocks (those that thrive on a growing
economy) during a downturn is stock market suicide.  Thing is....the
prices of the stocks we trade are determined almost soley by mutual
funds hedge funds and large financial institutions......they move the
big money around.....when a cyclical downturn arrives......the rule
across the board for institutions is to dump cyclicals and move into
secular growth......they don't care how "good" a company is.....the
greatest cyclicals out there will get crushed......lululemon, being in
the retail sector, is cyclical........Its levered directly to the
economy.  Thats the biggest reason for the recent decline.........of
course when things are falling like rocks......what's the path of
least resistance leading to a profit going to be for hedge
funds ?????  To Try to buy lululemon as its getting squashed down???
No....of course not....They short the snot out of it and use all of
their firepower to short it down and get it moving even faster.  When
that's over with, then it'll advance.....I could be wrong on
this....In normal / semi-normal markets I call some pretty good
shots....this market is a tough one though.....anyway....LULU is is
sitting on its last real substantive support.....With so much short
interest in the stock....there's going to be lots of incentive to beat
it down past support and get it free falling.....Since this upcoming
week is going to be scary as hell in the market.....there's no way the
bulls can win out......lots of people will sell to get out.....more
short money will come in......and not many people are going to want to
get in front of that steam roller below
support............................not what anyone wants to
hear.....but hey......that might not even happen......and on the plus
side......when shorts do start buying to cover it'll spring forward
with all the momentum in the world......they'll be stepping over
eachother to cover at a low price.....at the same time.....you'll have
buyers no longer scared trying to get in low.............what a market

Oh...you asked about other stocks....I'll tell you where you can find
a gold mine of information on that.....There is a stock with ticker
STV (nyse)......search for it on google and go to the discussion
board.....its an older discussion thread so you'll have click on the
older discussions links......that brings you to all the discussion
threads.....use the search field at the top and type in "stocks we
love"  I started the thread when I was bored over the christmas
holiday.....Some really good investors chimed in with thoughts on the
matter........good luck with that.

Schmidt


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