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  • EMC And The Big Data Story [View article]
    @anand Thanks for your comment. Let me look for actual and estimated statistics for EMC's ESS space.

    I haven't looked at the networking market yet nor have I followed that sub sector recently. The important thing for any domain is - you need to look for catalysts (stuff like that mainly drives my articles, for example the Valero one, where the recent pipeline capacity is supposed to be hugely beneficial for the company). If I sniff something in Networking domain, I will remember to come back and comment.
    Jul 11 10:39 AM | Likes Like |Link to Comment
  • How Low Can Cummins Go - Revisited [View article]
    Thanks for your response @Gravity. I am long CMI as well, and plan to be long for the next many quarters.
    Jul 11 10:17 AM | Likes Like |Link to Comment
  • How Low Can Cummins Go? [View article]
    Folks, I have a Part II for this article based on recent developments:
    http://seekingalpha.co...
    Jul 11 07:46 AM | Likes Like |Link to Comment
  • How Low Can Cummins Go? [View article]
    Next month seems better. CMI's earnings show the slow and sluggish growth in economy. Pretty soon the stock will be a great buy, but based on the most recent quarter's numbers and outlook, the 2012 target price will need to be revised lower.

    Nevertheless, I still have CMI and continue to hold, and do believe it is a good investment.

    At 85$ though, and with the months of August, September and October yet to come, don't bite all at once. Nibble.

    There could be more erosion in the stock price in the near term because chances are that more warnings from such companies might come forth, and pressure on stocks like CMI and CAT could continue.
    Jul 10 05:53 PM | 1 Like Like |Link to Comment
  • Ben's Comments About More Easing [View article]
    @rwdurham Thanks for your comment. Unfortunately, we have become addicted to the QEs and there seems no other solution at this time.
    Jul 6 11:37 PM | Likes Like |Link to Comment
  • POT - Target Price And Comparison With Peers [View article]
    Thanks #Croston. That's a good argument you make there. Interesting thing is that with corn supply down this year, cattle will be pushed into slaughterhouses earlier so farmers don't have to pay (almost) double for cattle feed. So this year's problem will be next year's headache when meat prices start going up because cattle farmers have slaughtered there inventories earlier than usual. Such things disrupt cycles and possibly makes good opportunities for investors.

    Btw CF and Monsanto are both good companies as well.
    Jul 6 01:37 PM | 1 Like Like |Link to Comment
  • Best Bullish Signal In 15 Years - What Is This Indicator? [View article]
    @Greg I agree. Buy on dips will work for 2012, it seems. My personal opinion is that no matter how much SP500 drops, Q4 rally will bring it back to 1400s. So if July does rally to 1400+ already, I'll be prepared for a bad Aug-Oct market, shooting for a 10%+ correction. During this bearishness, I'll grin and bear it and when the deal looks good, I'll buy sound growth stocks on dips - this does not mean that I will not protect myself with Options.
    Jul 5 01:34 PM | Likes Like |Link to Comment
  • 4 Low Risk Covered Calls For Great Annualized Returns [View article]
    @jack Thanks for the comment. I do agree that Cummins do not have the same level of safety, so I considered the 7.3% downside protection I was getting here, which is highest among these four.
    Jul 2 05:31 PM | Likes Like |Link to Comment
  • How Low Can Cummins Go? [View article]
    @brenoboyle very good comment. Especially retail investors we see, they pick up a good stock and fail to ride on with it, and sometimes sell to early at too modest a profit or worse, sell at losses. The pattern continues unless one decides to evolve from this habit.

    Plus those who are burnt earlier get the feeling that the same thing is going to happen again. We all have scars on our backs thanks to Mr. Market but the important thing is to stick to the basics and not panic.

    Sell a stock if its going bankrupt or something.......and if you are planning to take a small cut and get out, best of luck because market timing does not always work. As Warren Buffet has once said, the best time for investing in stocks is, over time.
    Jul 1 04:30 PM | Likes Like |Link to Comment
  • 5 Reasons Why Seagate Technologies Could Bring You A Sea Of Profits [View article]
    @Lance Both WDC and STX have good profit potentials. WDC could benefit from Hitachi's acquisition as it will give them better operating margins.
    Their SiliconSystems acquisition in 2009 has helped them enter SSD market but they still have long way to go to derive market share.

    Both WDC and SNDX appear quite undervalued at this current price, frankly. Just stay away from HTCH.

    By the way, owning Sandisk and WDC at the same time is not wise. You not only have two stocks of the same sector, but also the subsector (Computer Storage/Peripherals). One disruption in this subindustry, say even something temporary like a supply chain disruption because of the Thailand floods, could cause heavy impact on your portfolio. I suggest you reevaluate your portfolio.

    If you have either one of them at a low price, no need to go buy STX hands-over-fist, unless you want to take profit and jump into a better dividend playing stock. When you are taking profits though, do consider the tax margin - if you bought either within the past year, you could incur double tax as it will be considered short-term.
    Jun 30 03:29 PM | Likes Like |Link to Comment
  • Sherwin-Williams Paints Bullish Charts, But What About Earnings? [View article]
    That is why I stated the following in there:

    In order to justify the stock's current price, Wall Street should really be expecting SHW to beat the estimates with an EPS of $7.33, a 15% more than the consensus for 2012. Has the housing market really improved that much, or are we too optimistic? What if the company does not meet its earnings or does not post any positive surprises, how badly can SHW "splatter"?
    Jun 30 11:32 AM | Likes Like |Link to Comment
  • Sherwin-Williams Paints Bullish Charts, But What About Earnings? [View article]
    @user303, I don't get why you think I am going long? Did you read the article?

    Uhm, and about buying low and selling high - it might not be the case with SHW, but many times buy higher and selling higher works too.
    Jun 29 06:50 PM | Likes Like |Link to Comment
  • Sherwin-Williams Paints Bullish Charts, But What About Earnings? [View article]
    @user 303, in response to both your comments, I'll run them by again. The two bearish signs that I see are on June 21 - the Short-Term KST seems bearish.

    If you are referring to the MACD on June 15, aren't you a bit outdated?
    Jun 29 06:46 PM | Likes Like |Link to Comment
  • EMC And The Big Data Story [View article]
    @Djolg, do you mean more information about VMWare? I wanted to but there were too many discussion points specific to VMWare. I wanted to discuss EMC as a whole.
    Jun 29 09:42 AM | Likes Like |Link to Comment
  • 5 Reasons Why Seagate Technologies Could Bring You A Sea Of Profits [View article]
    Incredible timing. @pipster, I wish I had. But I already have EMC and AAPL, so adding STX (or SNDK for that matter - its been good) would have made portfolio too tech friendly. That is the only reason why I could not be long STX in time.
    Jun 25 01:41 PM | Likes Like |Link to Comment
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