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Codespeed

 
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  • The 'Mayer May' $100 Yahoo Long Call [View article]
    Good luck!

    BTW, I had a YHOO spread from Q1 - basically I sold short term July call and bought an in the money 10$ Jan 2013 call for a total 3$ net debit. I have already made my premium as the sold call expires on 21st July...for a solid 30%. Now just waiting for Yahoo to march higher to make profit on the long ITM call. With flat stocks like yahoo, we can really replace covered calls with such spreads where the long ITM call acts as a replacement to buying stocks.
    Jul 19 05:35 PM | 1 Like Like |Link to Comment
  • The 'Mayer May' $100 Yahoo Long Call [View article]
    It is actually not a bad bet, just like my EMC 22$ in the money call before the 10% jump. Thanks.
    Jul 19 05:02 PM | 1 Like Like |Link to Comment
  • The Thing About Sprint [View article]
    Sprinting forward like with a fire on it's tail!
    Jul 17 12:40 PM | 1 Like Like |Link to Comment
  • How Low Can Cummins Go - Revisited [View article]
    @ketrell, always be wary of "average down" philosophy. Remember there are thousands of other stocks and you do not have to absolutely keep playing one. My philosophy is to average up, buy excellent growth stocks with bullish indicators on 52 week highs rather than the other way round.

    With CMI, you have a great industrial play in your portfolio. As markets turn worse, think of diversifying so all your monies are not in the same sector.

    If you have to because your cost basis is much higher than the most generous analyst's 12 month target, watch closely what happens in the next few weeks - maybe you will get entry opportunities at a better price. And if you think this is the bottom, as I have previously stated, nibble a bit but don't initiate all positions at this price. Just my 2 cents.
    Jul 12 09:06 AM | 1 Like 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
  • 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
  • The Thing About Sprint [View article]
    @Jangandeh
    Don't look at earnings estimates only, as it could be misleading. One very good metric is the EBITDA margin (basically EBITDA as a percent of sales) .

    Sprint's 2012 EBITDA margin is expected to be lesser than 2011 (and this is priced in the stock) because of costs related to the iPhone, BUT Sprint is expected to get the EBITDA margin of more than 15% in 2013 up from 11% in 2012, and have at least 10% further improvement in 2014 going into the 16%+ range.

    Trend in the EBITDA Margin tells if the company is getting more or less profitable as a percent of sales. A higher expected year over year trend makes a stock a good buy.
    Jun 24 10:11 PM | 1 Like Like |Link to Comment
  • 5 Reasons Why Seagate Technologies Could Bring You A Sea Of Profits [View article]
    Thanks @104192. Yes, STX dividend of 4% is why it stands out in its sector. SSD are costlier, $0.10 per Gigabyte for HDD vs. $1.50 per Gigabyte for SSD (http://bit.ly/Mpn6HA). Two years is a reasonable time to consider for SSD to grow, I'd think.
    Jun 22 04:42 PM | 1 Like Like |Link to Comment
  • The Second Half Of 2013 - Top Industrial Picks [View article]
    @FreeStateYank, thanks for your comment. I am glad you liked it and hope you bought at the time of recommendations.
    Aug 8 11:15 AM | Likes Like |Link to Comment
  • A Comprehensive Analysis Of SunEdison [View article]
    Quite a solar storm today, folks. I continue to hold for the long run.
    Aug 8 02:17 AM | Likes Like |Link to Comment
  • The Second Half Of 2013: Top Financial Picks [View article]
    Thanks for the comment @au89. Add LAZ to this list as well.
    Jul 26 10:02 AM | Likes Like |Link to Comment
  • A Comprehensive Analysis Of SunEdison [View article]
    Pretty good ride so far in this stock since July 11 (this article). Happy investing, folks :)
    Jul 15 02:54 PM | Likes Like |Link to Comment
  • The Second Half Of 2013 - Top Energy Picks [View article]
    @lastleaf, I think $NBL is going to be sitting tight in the $60-$65 range until there are any additional positive news. I don't see any compelling reasons to buy at this price. Plus its dividend income isn't really impressive.
    Jul 8 05:49 PM | Likes Like |Link to Comment
  • The Second Half Of 2013 - Top Energy Picks [View article]
    Thanks @ThinkingBig. I like CVX and XOM both as well.
    Jul 8 11:18 AM | Likes Like |Link to Comment
  • A $4 Stock With Upside: MEMC Electronic Materials [View article]
    WFR has almost doubled since this article. I am planning a follow up but still bullish. Happy investing, folks!
    May 31 10:44 AM | Likes Like |Link to Comment
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