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Alex Rasmussen

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  • Alex Rasmussen
    SPY has more upside but think US large caps getting crowded. On the hunt for high quality foreign large caps
    Apr 16, 11:54 AM
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      • Alex Rasmussen
        Believe #GM is a similar trade that can still be bought for far below it's intrinsic value.
        Apr 10, 1:19 PM
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          • Alex Rasmussen
            Based on that, I priced it around $47 but at $40 I'm okay with taking a 22% gain made over 11 months off the table.
            Apr 10, 1:18 PM
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              • Alex Rasmussen
                Also, I never thought #AIG was worth 1x book, roe is less than cost of equity so it should be less than 1x. Probably around 0.8x
                Apr 10, 1:17 PM
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                  • Alex Rasmussen
                    Sold out of #AIG today my profit was too good. The reward-risk is not as great anymore and the sentiment is getting ahead of itself
                    Apr 10, 1:16 PM
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                      • Alex Rasmussen
                        $AAPL - Just started a full position at $423. Target of $580. The story's not over yet.
                        Mar 4, 3:46 PM
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                        • DaLatin: Good luck.I wouldn't want to be Cook @ this 1/4ly shindig10.24 est.How in heck will he spin guidance & remain AAPLlike conservative ?
                          Mar 4, 4:00 PM
                        • diegopetrate: close mine at exactly the same price...
                          Mar 4, 4:27 PM
                          • Alex Rasmussen
                            Long AAPL short NFLX pair trade?
                            Jan 23, 5:01 PM
                            Reply (1)
                            • realornot: lol you want to go broke fast! sure....
                              Jan 23, 5:10 PM
                              • Alex Rasmussen
                                AIG below a $50B market cap - common sense says this firm is much bigger than that. Argus upgraded to Buy with $45 price target
                                12/5/12
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                                  • Alex Rasmussen
                                    DECK the halls - but seriously it looks very undervalued here. Uggs brand is incredibly strong.
                                    11/23/12
                                    Reply (1)
                                    • 1980XLS-2.0: http://seekingalpha.com/n/elfv
                                      11/23/12
                                      • Alex Rasmussen
                                        Hugely important level for AAPL is $530 - previous bottom in May. Gotta hold, if so (as I suspect) it can run back to $700
                                        11/14/12
                                        Reply (1)
                                        • oikonomia: I agree. Looks like there has been a bottom forming over the last few trading sessions. Outperforming the market a bit today...
                                          11/14/12
                                          • Alex Rasmussen
                                            AIG huge selloff on sandy worries - great entry opportunity for those looking to add or initiate a 5 year position
                                            11/2/12
                                            Reply (3)
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                                            • papayamon: mid 20's. dream on. you will never have it in your portfolio, so you have nothing to worry about !
                                              11/2/12
                                            • Alex Rasmussen: ^have to agree on that one...unless of course we get a recession mid 2013 as some are predicting. Even in that scenario I don't see mid 20s
                                              11/2/12
                                              • Alex Rasmussen
                                                AIG with good #s today
                                                11/1/12
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                                                  • Alex Rasmussen
                                                    Latest piece on TPX http://bit.ly/TaxqVn
                                                    10/24/12
                                                    Reply (6)
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                                                    • Alex Rasmussen: Both. Synergies affect the inputs (increased margins, growth, time horizon), but the value of that synergy is an output.
                                                      12/4/12
                                                    • Alex Rasmussen: So essentially I'm saying I couldn't change the inputs positively enough (realistically) to get $40m as an output. Hope that helps.
                                                      12/4/12
                                                      • Alex Rasmussen
                                                        So far 60% of the 115 companies in the S&P 500 have beat, 14% have met, buy todays dip
                                                        10/19/12
                                                        Reply (2)
                                                        • 1980XLS-2.0: Revenues!
                                                          10/19/12
                                                        • Alex Rasmussen: No that'd be earnings - http://bit.ly/VlpoR8
                                                          10/19/12
                                                          • Alex Rasmussen
                                                            Damodaran with a valuation of $44 for PG
                                                            10/15/12
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                                                              • Alex Rasmussen
                                                                http://yhoo.it/SAqJvt New logo, same value proposition
                                                                10/2/12
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                                                                  • Alex Rasmussen
                                                                    http://bit.ly/SEvZUw Great piece from the man today - don't own any dividend payers and that could be a good call!
                                                                    9/27/12
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                                                                      • Alex Rasmussen
                                                                        TPX http://bit.ly/QXek6l $TPX
                                                                        9/27/12
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                                                                          • Alex Rasmussen
                                                                            Set up a new website to host my articles and track investments http://bit.ly/OY9FQU check it out! #apsleyinvestments
                                                                            9/18/12
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                                                                              • Alex Rasmussen
                                                                                bought some TPX at $32.50 today. high risk/reward. like the fundamentals and the chart. PT of $55
                                                                                9/18/12
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