cop out

hi there.

i'm really bloated, so here's a cut and paste commentary i slung 2 weeks ago (on Google finance) regarding my rational for buying the LULU calls:

for you maniac fact checkers, here's the original link:

http://finance.google.com/group/google.finance.715923/browse_thread/thread/f5b82b226b08ca18/5c5cac1fe19fb604#5c5cac1fe19fb604

lazy? absolutely yes.

right?? we shall see. . .?? common at all time high. . .

enjoy, or not:

From:
bria...@gmail.com - view profile
Date:
Mon, Sep 10 2007 7:50 pm
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bria...@gmail.com
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okay guys, just wanted to join the fun here.
i'm an options trader -worked for a major I-bank for the last few years, and am now on my own (my choice;>).
i've got the DEC 40s which are quite illiquid at this point.
also hold the Sept 40s which I just got killed on after hours. . .
so yes, i'm pitching my book, but for the newbie investor, there's not a lot to go on, so here's my take -and please, take it like everything else, w/ a grain of salt and likely worthless, but here goes: yoga is exploding. the comps to UA and Nike are way off, like comping AAPL to HP or DELL. yoga is like what jogging (yagging) was in "Anchorman" in the 70s. it's legit, if you live in a major city, you know this to be true -ask your girlfriend/wife/or both.
i also happen to be a yoga practicioner and teacher, and the classes are packed and literally 70-80% of the women are sporting LULU -they just make the best/ most functional/ stylish gear.
what you've got a here is a combo of early WFMI, CROX and AAPL (a cult- like employee/ customer base + quality product + fad/fashion heat). the overwhelming majority of their biz is in Canada, so figure a quadrupling of N. American stores in the next 2-3 years + Europe = plenty of growth.
for the newbie dipping their toe, even though i'm an option guy, i now believe the best strategy here is to average in, long the common (the regular stock). you still have sooooo much time here -you're early, so pick up a bit at a time. best case, they do something stupid - dilute, mgmt problems. etc. and you get some in the 20s, worst case, we get a rate cut tomorrow and it never sees 30 again. . .
good luck all.
cheers, b