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Bret Kenwell  

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  • Harman beats by $0.05, beats on revenue [View news story]
    Essentially in-line with analysts. stock dropped 5% y'day on the news, but now up almost 5%.
    Aug 7, 2015. 03:12 PM | Likes Like |Link to Comment
  • Fitbit beats by $0.13, beats on revenue [View news story]
    Man, this was one that I couldn't stay long anymore, but absolutely crushed it. Those results are insane, and guidance was strong too. I'm surprised to see it off 10% in AH.
    Aug 5, 2015. 04:22 PM | 4 Likes Like |Link to Comment
  • Harman beats by $0.05, beats on revenue [View news story]
    In Q3, they provided this guidance for FY 2015.

    Lowered full-year EPS guidance to $5.65 vs. $5.85 prior and $5.86 consensus.

    On Thursday they have their investor day and will give 2016 guidance. Hope this helps!
    Aug 4, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • Harman beats by $0.05, beats on revenue [View news story]
    Good beat, nice dividend boost. The ex-currency growth is staggering, but unfortunately, that's part of the business. I'm surprised the stock is up just 2.5% today -- stock doesn't have a bad valuation considering its strong growth.

    Maybe investors are holding back until Thursday to get 2016 guidance. We'll see, but staying long.
    Aug 4, 2015. 11:38 AM | Likes Like |Link to Comment
  • Starbucks beats by $0.01, beats on revenue [View news story]
    No worries. They ALWAYS come, for some reason or another. I just wish I had added to V before this latest number. But again, we'll have chances :)
    Jul 24, 2015. 08:10 AM | Likes Like |Link to Comment
  • Starbucks beats by $0.01, beats on revenue [View news story]
    Even better, Vinay. Last October we had the Ebola scare which sent stocks down 10% and had almost an immediate rally afterwards. Something like that -- not that I would hope for an Ebola-like breakout -- but some temporary scare to push some of these winners lower in the short-term would be GREAT for the long-term folks.
    Jul 23, 2015. 06:41 PM | 2 Likes Like |Link to Comment
  • Starbucks beats by $0.01, beats on revenue [View news story]
    Yep. And it's only going to get better as the company continue to expand in 2H. and then laps this year's figures where there was no Mobile Order. This puppy has legs.

    Schultz will get market cap to $100B.
    Jul 23, 2015. 05:23 PM | 2 Likes Like |Link to Comment
  • Starbucks beats by $0.01, beats on revenue [View news story]
    Same -- own all 3 + MA -- call them my Future Blue Chip holdings. Continue to churn out money and growth, despite being 'overvalued.'
    Jul 23, 2015. 05:06 PM | 3 Likes Like |Link to Comment
  • General Motors beats by $0.21, misses on revenue [View news story]
    I don't want to say that revenues don't matter, but this thing is very cheap on a PE basis, so its big EPS beat is important. I still stand by the belief that at the end of fiscal 2015, this stock can be north of $40 if it indeed earns more than $4 per share and trades at just 10x earnings. We'll see.

    Right now we'll have to wait for the conference call and get some insight into China. Sentiment on this name is dreadful.
    Jul 23, 2015. 07:50 AM | 4 Likes Like |Link to Comment
  • What Do You Mean You Don't Own Apple?  [View instapost]
    What kind of investor are you? Meaning, what's your time horizon? 6 weeks, 6 months, 6 years, etc.
    Jul 22, 2015. 09:30 AM | Likes Like |Link to Comment
  • Why General Motors Is Worth A Shot Near $30 [View article]
    I agree on all points here. Sentiment is terrible and it's weighing on the stock, while the business is still in good shape. Thanks for your comment, Rohit SSS.
    Jul 13, 2015. 08:01 AM | 1 Like Like |Link to Comment
  • Why General Motors Is Worth A Shot Near $30 [View article]
    Could say that for any stock, but that doesn't mean it'll get there. I'd rather buy Apple at $90 or $100, but I'll probably never get the chance to, you know?
    Jul 10, 2015. 03:03 PM | Likes Like |Link to Comment
  • Why General Motors Is Worth A Shot Near $30 [View article]
    Sentiment in GM has been incredibly bearish -- especially in the media. This one's been pummeled without question. It's also a lot cheaper than its main competitor, Ford.

    Greatest company on earth? No. But it is turning things around, its valuation is low, it has a good buyback and its 4.2% dividend yield is a better bet than most bonds. You get the upside of the stock and a nice payout to wait.
    Jul 10, 2015. 01:41 PM | 2 Likes Like |Link to Comment
  • Alcoa Is Undervalued [View article]
    As production of the F-150 picks up, this should help AA too. GM will adopt similar lightweighting measures in the future, which will also be a boost for AA. Although -- I could be wrong -- but I believe GM will also use another company as its supplier.

    Automotive showed huge growth for AA and it's definitely an exciting business, even if the stock price has been anything but.
    Jul 10, 2015. 09:04 AM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    Great view, Humphr47. I agree.
    Jul 9, 2015. 01:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
577 Comments
463 Likes