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  • Four Reasons to Avoid Apple [View article]
    Dear Jon T

    We recommended to buy Apple (AAPL) several years ago before split when the stock was trading at $30, we are not trying to convince you not to buy it now; it is your own decision however based on yesterday price of $158 you're already losing money. Buy low; sell high
    Jul 23 09:20 AM | 5 Likes Like |Link to Comment
  • CreditSights analyst David Hendler comments on rumored discussions of rescue financing for imploding CIT Group (CIT): "This thing doesn't have a future. Anything is possible but the problem is not solvable anymore. They're just in denial it's finally over."  [View news story]
    (CIT) tried to buy a bailout. It's on the news. Do not blame us. It's a shame this continues happening, this sort of "pump" action is common before the collapse with some institutions trying to make short term speculative profits. We have seen it in (AIG) and (C): no surprises
    Jul 18 05:20 PM | 5 Likes Like |Link to Comment
  • "The underlying core earnings power of these banks is negligible... It's a crazy positive momentum based on zero fundamental improvement." Meredith Whitney on the bank rally, two months ago  [View news story]
    "Expect her to sing a different song in 6-12 months"

    She will sing once they are down or do you think she's going to tell you the top in (GS)? Any savvy investor knew that (GS) was a top pick in the range $77-50, government would step in since (GS) is by far the most important component along with (JPM). Had she called (GS) a buy within that range and we would be fine. Fair enough!
    Jul 14 01:33 PM | 5 Likes Like |Link to Comment
  • Palm accused of spying on Pre owners: "If you're a Palm Pre (PALM) user, it appears that your phone is telling Palm where you are, which apps you're using, how long you're using them, and when those apps crash."  [View news story]
    Pretty obvious that after the rally in (PALM) smart institutions sold their shares and flipped to the short side, now the bad news starting to come out, it has been like that throughout history. It is the game of pump & dump in Wall Street where the common retail investor loses money 90% of the cases
    Aug 13 08:33 AM | 4 Likes Like |Link to Comment
  • As the anniversary of Lehman Brothers' collapse nears, Harvard's Kenneth Rogoff says the U.S. hasn't learned. "There is talk of regulating the financial sector, but governments are afraid to shake confidence ... There is recognition that the housing bubble collapse has to be absorbed, but no stomach for acknowledging the years of slow growth in consumption that this will imply." (via)  [View news story]
    be very afraid when you start seeing upgrades every day revising upside targets for stocks everytime they reach a previous target
    Aug 12 03:44 PM | 4 Likes Like |Link to Comment
  • Enough already about Goldman Sachs (GS), says Heidi Moore - if they're so supernaturally powerful, why do so many of their alums do poorly in the (admittedly great) jobs they get outside? Maybe it's the culture inside that works.  [View news story]
    their alums do not have access to company trading algorithms, they are chosen to assimilate company culture and to execute according to certain rules. The best do not leave the company therefore you cannot take those conclusions
    Jul 30 12:56 PM | 4 Likes Like |Link to Comment
  • Jeff Katzenberg, CEO of Dreamworks Animation (DWA), sees a 3-D future, and expects a boost in Hollywood's U.S. DVD sales (which account for 2/3 of a new release's total revenue) when Samsung and LG Electronics release 3-D-capable TV screens in 2010.  [View news story]
    We do agree with the 3-D future and the fact the company is positioned to take advantage of it. It was important DWA CEO to remark this, more information at seekingalpha.com/artic...
    Jul 30 12:49 PM | 4 Likes Like |Link to Comment
  • Intuitive Surgical: A Hidden Gem [View article]
    Dear Sir,

    We can prove the stock was recommended as a buy at $97 and $143 recently up to $232. It is natural you do not find references in seekingalpha.com since we have 1 month on the site but obviously you did not make any research. Our services to retail investors is very limited and it is not our focus. As for the rest you can read the next article on ISRG


    On Jul 27 09:48 AM speculari wrote:

    > Beyond Trading,
    > In your article, you state that the device "...replace a surgeons
    > hand".
    > A better way to state this would be to use the word ...augment or,
    > enhance the surgeon's hands. The surgeon is in no way "replaced".
    >
    > As to my trading in this stock, I have bought & sold it a dozen
    > times since 2004. My first trade was about $24.50, and my statement
    > to the effect of having a "long" position in this stock since 2004
    > was intended to summarize, not offer you a conclusion about my trading
    > habits.
    > In looking back on SA, I could not find any references regarding
    > your coverage of this stock prior to last year... hence my comment
    > that you were a "johnny come lately". I'm indeed sorry if I offended
    > you... but, nonetheless, you do seem to be a trifle oversensitive
    > and, as well, the manner in which you are "crowing" about ISRG might
    > give one the idea that you were the only people on the planet that
    > had discovered this particular stock.
    Jul 30 11:52 AM | 4 Likes Like |Link to Comment
  • Goldman cuts its government borrowing estimate by 28%, predicting the U.S. will sell $2.9T of debt by Sept. 2010. "The stabilization in financial conditions has occurred more quickly than most observers had anticipated," it says.  [View news story]
    "The stabilization in financial conditions has occurred more quickly than most observers had anticipated," , what are they calling for a V shape recovery just a few months after the worst recession in decades? I would have to sell some of our long positions on strength, bring in the crowd
    Jul 29 10:09 AM | 4 Likes Like |Link to Comment
  • The government will own 34% of Citigroup (C +2%), becoming its largest shareholder, following the completion of its latest preferred share swaps. With shares hovering around $3, Citi is considering a reverse stock split.  [View news story]
    "Citi is considering a reverse stock split." they will likely do it to attract investors in the black hole after all with so much market momentum lately they have not done anything
    Jul 29 09:54 AM | 4 Likes Like |Link to Comment
  • Royal Caribbean Cruises (RCL): Q2 EPS of -$0.16 misses by $0.03. Revenue of $1.35B (-15%) vs. $1.36B. Issues downside EPS guidance for Q3 of $0.95-1.00 vs. $1.22 consensus. Issues downside EPS guidance for FY '09 of $0.70-0.80 vs. $0.94 consensus. Shares -7% premarket. (PR)  [View news story]
    a long term true rebound in this stock is far away down the road, not buyers
    Jul 29 08:53 AM | 4 Likes Like |Link to Comment
  • Dreamworks Animation SKG (DWA): Q2 EPS of $0.30 beats by $0.14. Revenue of $132M (-7%) vs. $117M. Shares +2.9% AH. (PR)  [View news story]
    (DWA) results were excellent and buy recommendation was given in StockTalk weeks ago before this deserved rally
    Jul 28 05:39 PM | 4 Likes Like |Link to Comment
  • Dreamworks Animation SKG (DWA): Q2 EPS of $0.30 beats by $0.14. Revenue of $132M (-7%) vs. $117M. Shares +2.9% AH. (PR)  [View news story]
    (DWA) is one of our picks recommended to subscribers, up more than 35%
    Jul 28 05:37 PM | 4 Likes Like |Link to Comment
  • Meritage (MTH): Q2 EPS of -$2.37 misses by $1.65. Revenue of $220M (-41%) vs. $211M. (PR)  [View news story]
    Do not buy this stock MTH
    Jul 27 05:23 PM | 4 Likes Like |Link to Comment
  • Amgen (AMGN): Q2 EPS of $1.29 beats by $0.13. Revenue of $3.7B (-1%) vs. $3.6B. Raises full-year EPS guidance to $4.80-4.95 vs. $4.57. Shares +2.5% AH. (PR)  [View news story]
    Beyond Trading on (AMGN) "great companies are like great investors; you can get it wrong once or twice but the substance is there long term"
    Jul 27 04:24 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
134 Comments
389 Likes