David White
David White
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David White
Peter Lynch said it best when talking aobut "momentum" stocks. "Don't buy stocks with nose bleed multiples". But who was he? - View all 0 replies
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David White
Some people seem to get upset with me when I knock "momentum" stocks. They like to paly the "mirage" game. Not good for the average investor - View all 1 replies
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David White
CRM has had steadily downtrending GAAP net income for several years now. It lost -$67.7 million in GAAP net income for Q1. - View all 0 replies
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David White
Some are lauding C because it has less mortgage exposure. Great until the international business gets into trouble, then C will be the worst - View all 0 replies
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David White
Obama doesn't want to get involved in Syria right now. What a shock! Problem is there are 10 countries with real problems, not just Syria. - View all 5 replies
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Energysystems: extend the war zone. I doubt his drone position of "every brown skinned male over 13 is a militant" helped international relations -
Energysystems: He's failed in a multitude of foreign relations, that's what happens when you have a novice as your Sec. of State.
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David White
If you make a bet on a stock, you believe the price will go up. If it also has a good dividend, you are that much more likely to make money. - View all 0 replies
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David White
The Dept. of Agriculture is predicting a 25% drop in farm income in 2014 due to lower commodity prices. 1 in 12 jobs are farming. Trouble! - View all 0 replies
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David White
Some don't see that the roughly 50% of youth (<25) that is unemployed across Southern Europe is creating a systemic problem for the area. - View all 0 replies
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David White
Don't forget the USD has risen dramatically over the last 1-2 wks. Ditto tech over last 1 month. Brightest before burnout? - View all 15 replies
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wheelz23: this is just a low volume hft run-up and a marketing campaign -
David White: Some money is coming in. Plus there have been some announced stock buy backs. However, I mostly agree with you.
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David White
Most big tech companies have at least 20% of their business in the EU. EU recession deepening. Why a tech rally? Lower profitability coming! - View all 3 replies
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Skull & Bones: Common sense economic analysis will not help you trade these markets. This HUGE 21-day "Tepper Top" pump job made 2013 Wall Street bonuses! -
David White: I am sure there is a large degree of truth in what you said.
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David White
AAPL is perhaps oversold. Perhaps it deserves to go up? But it reported a bad quarter. Showing weakness. IBM just a miserable quarter. - View all 0 replies
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David White
There is still a big tech rally going on today. However, anyone who believes the recent manufacturing #'s, etc. were good for tech is .... - View all 4 replies
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David White: Actually much of the money owed pensions is missing or unable to be paid. This could cause big problems for US co's going forward. -
David White: One of the problems has been the relatively low yields paid on bonds. Funds can't produce yields from "safe" investments.
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David White
Add to that the knowledgeable insiders report that China is considering a prediction for 7% GDP growwth for 2014 (a big disappointment). - View all 0 replies
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David White
Don't forget the EU recession deepened too; and France officially went into recession. EU ministers effectively told us Solvenia is next. - View all 2 replies
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Skull & Bones: Just means more unprecedented easing which we all know is BULLISH! -
David White: Even easing cannot compensate for all things. A bad EU means bad results for US multi-nationals, esp. tech. Odd tech's rallying today.
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David White
All the US economic news has been horrendous for the last 2 days. Waiting for the crash of this "based on hot air" rally. - View all 1 replies
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Skull & Bones: No crash coming....just long and drawn out "Chinese water torture" decline from these "ether levels"....money has been made in last 21 days
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David White
CRM lost -$270+ million in GAAP income in FY2013 (Q4 ends at the end of Jan.). SAP earnings were troubled. Yet HFT is pushing this one up. - View all 0 replies
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David White
There was a big rise in US business inventories in Q1 2013. This could mean less hiring, etc. in months to come. - View all 6 replies
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Skull & Bones: I don't actually believe what I said but, the Fed and the Markets are consistently proving me wrong. -
David White: Tepper is telling people what they want to hear. This is making it true for the short term. Wait to see what actaully happens.
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David White
Dramatic increase in the USD means that US exports will soon go far down. Very bad for US businesses. May import more competing products too - View all 0 replies
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David White
EU ministers warned Slovenia (next bailout needer), and they had previously warned Spain. Spain coudl be a Lehmann event. - View all 0 replies
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David White
Tepper exhorting people to buy stocks, but lots of EU trouble. He cites Fed gifts in range of Treasury deficit. Overlooks Trade deficit. - View all 0 replies
