Look out for that bear!

http://www.usatoday.com/money/markets/2010-05-26-pullbacks26_ST_N.htm

solid article! It explains what goes down must come up!

Vivo Participacoes SA

Hey guys - I wanted to take a moment to introduce a mid quarter pick for a place to put our money market funds. The pick is Vivo Participacoes SA (VIV) - it is the largest mobile phone operator in Brazil. An obvious play on the strength of the Brazilian economy, VIV is a company that controls the majority of the 180 million strong cell phone subscriber base in Brazil (accounting for nearly 90% of the population). That number will continue to grow to larger numbers as shown by this article that touches on population growth and retail sales growth in brazil reaching as high as 25% year over year.

Given the strong economic growth in Brazil and the overall strength of the worldwide mobile phone market, I think VIV is a great way for us to get in on a well priced company that recently received rumors of a 50% buyout that sent shares up over 10%. Given that the buyout has since been put to rest, my vote is to set a buy price on VIV of $25.50 representing its price before the rumors set in.

2 more for the mix

Since DISCA doesn't seem to fit in our price range and is trading too high...I'd like to hear your thoughts on two cheaper stocks that i think would make good investments.

First is Ebay (EBAY). Its trading at about 23.00/s right now. As you all know its a solid company that will likely benefit from the up-turn in the economy. People are starting to spend more money, but at the same time spend it smartly. People are looking for deals - and eBay is the go-to place to find them. Its got a decent P/E ratio (12) and the company is profitable. I would propose we pick up about 15 shares of eBay and hold onto it for the year through the holidays.

Second is Pfizer Inc. (PFE). Pfizer is a global pharmaceutical company that makes prescription and over the counter medicine, vaccines, nutritional health products, and animal medicines for livestock and pets. They have a bunch of products out on the market and have been a very successful company over the years with a solid reputation. They also acquired Wyeth in 2009, and Wyeth makes many of the of the over counter drugs you see all the time (Advil, Chapstick, Robotussin, Preperation H (mikey's favorite). You would honestly be surprised how much medicine Pfizer/Wyeth is responsible for. They have a decent P/E (12) and are currently trading around 17 a share. I would propose we by 15 shares of Pfizer and hold onto them for 6-9 months and see how things shake out.

What do you guys think?

are you SIRI-ous?

http://seekingalpha.com/article/202222-the-biggest-problem-facing-sirius-xm?source=feed

found a great article! I am still not completely ready to recommend this stock, but as i was researching on my lunch, i found this interesting article. it also covers short selling and shows a real example. Short selling is something that i have brought up a few times. We have stayed away due to the complexity of it, which is the best move for now.

First And Ten

After researching this weekend's offerings, I motion we move money from our cash account to purchase twenty shares of NewsCorp (NWSA). Although IMAX falls under the motion picture business, NWSA expands our firm's reach into print and published media. NewsCorp is said to hold the most cash in the entertainment industry, is bullish on 3D television and projects to beat it's 3Q numbers handily. In addition, the entire sector is flying- Time Warner, NewsCorp and CBS have all touched 52-week highs within the last few weeks. Word is NewsCorp has received inquires about selling MySpace to international networking companies and such a move would clean what many consider a toxic asset off the books.

I do like DISCA, but I'm hesitant to commit considering it reached it's all-time high today. I do acknowledge that the stock is up 10% since it was brought up in our meeting, which leads us to believe that it may be time to consider move expensive blue-chips.

Please keep in mind that this forum is publicly accessible through search engines, so offline discussions are best suited for email. I look forward to hearing everyone's feedback.

Extra, Extra, read all about it!

Fellas, back on Jan. 24th I posted this on our blog about NewsCorp.

Since that posting, NWSA has risen over 22% to date -- however I still don't think we have to rule out future gains. With Avatar being released on DVD there is more money to be made as fans run out to buy the highest grossing movie of all time. In the first four days of release on DVD over $130m in sales were brought in on DVD and blu-ray.

Keeping it short and sweet - I think ThetaMutual can afford to gamble still on NWSA and still expect another 10-15-20% return over the coming months.

0 For The Century

Pre-call thoughts:

1. Do Not Pass Go- Rule against immediately selling PWX. Although we're still at double-digit profits, the stock is down 5% since Wednesday. Call me greedy, but I'm not ready to pull the trigger for a Monday open.
2. Turnovers Cost Us The Game- Lack of communication resulted in whiffing on two 20% wins. Then, we call a special meeting and everyone ignores the noontime submission deadline. We're making the same mistakes too regularly. Why?
3. EuroTrash- Greeks today protested the proposed $165b bailout, fearing that budget cuts for federal employees would worsen an already crippled economy. In unrelated news, Google announced this week that they are pulling out of China, spiking Baidu by $90 in a single day! If we're going foreign, check out China Security & Surveillance Technology (CSR) trading at a modest $5.95/s.

I'm anxious to hear everyone's take. Unfortunately, the overall energy level of TM has declined in the last six months. It's unfortunate, as there are so many good buys out there that we have been a part of (we can tell our kids "I remember selling BAC for $31/s and buying it for $6/s in the same year). I'm just afraid the rut we're in will cause us to miss out even more.