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Brad Kenagy

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  • Stocks And Commodities Signaling A Downturn [View article]
    No I havent accumulated a position in BTAL yet, but I did add to some of my conservative positions.
    May 10 10:15 AM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    I made a spreadsheet, I will track the stocks from my screen, and also to compare AMD to the stocks I mentioned in my post above that I thought would outperform AMD: INTC, NVDA, QCOM, ARMH

    I will be using the closing prices for all as my starting point.
    May 9 09:42 PM | 1 Like Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for the idea I will take a look at TXN.
    May 9 07:54 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comment. After reading through everyone's post so far the majority are about how I am wrong on AMD, but not really any mentions of the other stocks on my list. A few people have commented about Radioshack (RSH), if someone forced me to pick one stock out of my 4 to short it would be RSH.
    May 9 07:51 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comments. I agree like you said AMD does have value but not at these prices. Looking back at the chart of AMD over the last 5 years I see value when AMD is below or near $2/share, which is about 48% current levels.
    May 9 03:58 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comments. This is my first article looking for stocks to potentially short/ or buy puts, and I am very surprised by the responses i've got. Only time will tell if my screen is worthy.
    May 9 03:52 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comment. As my title said the stocks that met my screener criteria are CANDIDATES for a short opportunity, I AM NOT saying " go out and short these stocks, or buy puts" what I am saying is that based on current conditions these four stocks are worthy of further research to see if the company is worth shorting. The article is meant to be a starting point.
    May 9 03:49 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comment, and examples. I agree with you consoles could be a bright spot, but like you said that isn't until the end of the year or beginning of 2014, and I don't think AMD will perform that well this summer and fall. I could see a possible run up in the winter in anticipation of the release of the Xbox and Playstation, but will have to wait and see.
    May 9 12:36 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comments. I agree AMD has the possibility to turn things around, I'm just reminded of other tech companies with products they thought were cant miss and ended up not moving the needle.
    May 9 12:30 PM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comment. I used a screener which uses actual data from balance sheets, income statements, etc so when you say I am not using facts I disagree with you. Just that the numbers are in the form of a screener criteria.
    May 9 12:23 PM | 1 Like Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comments. I disagree with you. I used INTC as an example because it is the biggest player in the chip space.

    I bet from the close today, until to the end of the year, INTC, NVDA, ARMH, and QCOM will all outperform AMD.
    May 9 12:21 PM | 2 Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you very much for your insightful information. I agree AMD's new products could be game changers but I just don't see it moving the needle to offset declines in PC and Notebooks.
    May 9 11:24 AM | Likes Like |Link to Comment
  • Comparing Dividends And Buybacks By Sector [View article]
    Thank you for your comments. I appreciate the depth you went into. I disagree with you on your point about Longer product life cycles, I think product life cycles are getting shorter, an example Apple in 2012 introduced the 3rd Gen Ipad, 4th Gen Ipad, and Ipad Mini.
    May 9 11:15 AM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comments. As I wrote above the Gaming Console Division makes up less than 5% of revenues for AMD.
    May 9 10:55 AM | Likes Like |Link to Comment
  • Short Candidates For When The Tide Goes Out [View article]
    Thank you for your comment. I agree with you that AMD has a shot with new products, but I dont know if the console market is enough for a turnaround. According to Trefis: Professional & Gaming Consoles Graphics for this year makes up just under 5% of revenues, so it is a drop in the bucket, and I dont see any way it can offset the declines in its PC and notebook market.
    May 9 10:42 AM | 1 Like Like |Link to Comment
COMMENTS STATS
961 Comments
366 Likes