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Codespeed

 
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  • Sprint Is On The Right Track [View article]
    @captain Anything is possible but I wouldn't make trades based on insider trades. What'll really help the stock will be participation by some activist investor who'd buy say 5% (like Peltz did for Lazard - LAZ) stake or something, or as you said, some consolidation.

    The fact that insiders are not selling does not mean it will go to much higher than say 6 (forget 20 for now), it could even mean 4 or 4.5 for that matter - I'd not bank entirely on that. And who knows what their cost basis is for existing positions - might be 5+ and they are just hopeful?
    Jul 19 05:23 PM | Likes Like |Link to Comment
  • Sprint Is On The Right Track [View article]
    @heloise Thx, and don't we all love those cliche puns with stock names?
    Jul 19 03:09 PM | Likes Like |Link to Comment
  • Lazard Could Double, Says Trian Fund [View article]
    @Jamie Thanks for your comment. Good points there, and I think I should have added about the investment mix that LAZ has.

    I do agree that activists like Peltz don't bet based on timing factors such as M&A upswing or Eurozone recovery. They have vision and ability to back the company's strategic plan.

    However, that excerpt was more related to the stock's outperformance and not Peltz's rationale in his stake. The thing is, the stocks in the Asset Management space do not necessarily behave based on long term OM and EBIT expansion possibilities when bearishness sets in the markets; their movement could end up scaring retail investors by either under or marketperforming due to any short term negativity that could stem out of Europe or whatever news or monthly M&A metrics or CEO confidence numbers that are released in the near term.

    As you said, from Peltz's perspective, such factors are merely icing on the cake.
    Jul 17 10:45 PM | Likes Like |Link to Comment
  • Lazard Could Double, Says Trian Fund [View article]
    @twistie Thanks for the comment. Best of luck!
    Jul 17 01:41 PM | Likes Like |Link to Comment
  • Finding Value In Supervalu [View article]
    Did you consider the current FY as 2012 or 2013?
    Jul 16 10:23 PM | Likes Like |Link to Comment
  • 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
  • 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
  • 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
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