Wednesday, January 19, 2011

FFIV

FFIV I am usually cautious around earnings season since the bipolar knee jerk reactions to a company based on 90 days of business and/or a few phrases on future guidance, are not something I like to be whipsawed with.  But the past few weeks I wrote quite a few times this earnings season isespecially fraught with danger.  Many stocks have run up since their last earnings report without pause, to the tune of 30, 40, 50%, and valuations have gone ballistic

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