Seeking Alpha

Illuminati Investments

 
View as an RSS Feed
View Illuminati Investments' Comments BY TICKER:
Latest  |  Highest rated
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Speaking of garbage, pretty sure garbage collection isn't something people would give up. I know they had accounting issues back in the day, but I think WM is now one of the least risky companies to own.

    p.s. - I know our weekly trips to Costco is one of the things my wife and I would never give up, wonder how long it will be until COST makes this list?
    Oct 18 07:06 PM | 1 Like Like |Link to Comment
  • A Significant And Unexpected Positive Catalyst For Corning [View article]
    I thought someone said Corning already makes sapphire, and while I believe GG will be the preferred product for a while, it's better to cannibalize yourself than have someone else do it. However, maybe I'm mistaken about GLW making sapphire, after all, as they recently said:

    "What would people say if someone invented a cover that was about half the weight, used 99 percent less energy to make, provided brighter displays, and cost less than a tenth of sapphire? I think they'd say that sapphire was in real trouble. It so happens that we at Corning already invented that cover -- and it's called Gorilla Glass."
    Oct 17 01:41 PM | 1 Like Like |Link to Comment
  • Portfolio Keeping You Up At Night? Take One Of These [View article]
    TLT will probably never again provide the double digit returns we saw in recent years, especially from the current elevated level it has been pumped up to by the easy money policies of world central banks.

    Even though it looks negatively correlated with stocks over short term moves, they are both still close to all time highs and thus likely a lousy hedge for one another. I think you'd be better of just keeping that money in cash so you can be opportunistic if stocks decline or interest rates rise.
    Oct 16 06:53 PM | 1 Like Like |Link to Comment
  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement [View article]
    I'd wait til 50, never know when a flurry of wishful press releases could cause a minor short squeeze. By the way, have you ever heard a company announce a credit facility as promotionally as DDD did above?

    "Our enhanced capital structure will allow us to strategically execute on our focused long-term initiatives for the benefit of all of our constituents," said Avi Reichental, 3DS President and Chief Executive Officer.

    Did he 3D print himself a buzzword thesaurus? They're basically admitting that acquiring companies is their main strategy, and in my opinion it is at best a poor business model and at worst akin to a Ponzi scheme.
    Oct 16 04:56 PM | Likes Like |Link to Comment
  • A Significant And Unexpected Positive Catalyst For Corning [View article]
    Yup, thanks. I will stop speculating since I obviously don't know enough about the situation, and probably just buy GLW since I do know that GG will continue to be used in mobile devices for the forseeable future.
    Oct 16 04:32 PM | Likes Like |Link to Comment
  • Did The Economy Hit A Wall Over The Summer? [View article]
    Yeah, he's used a similar combination of bad math, fuzzy logic, and lies, damn lies, and statistics to claim he called the top in the housing market in 2013 because that's when the rate of home price increases started declining.
    Oct 16 04:21 PM | 2 Likes Like |Link to Comment
  • A New Source Of Power For Tesla? [View article]
    Nice article, surprised this potential breakthrough hasn't caused a bump in LMT's stock, because obviously it's a huge deal if commercially viable. Guess people have cried wolf too often on fusion breakthroughs and no one is taking it seriously.

    Still, might not be a bad idea to take a position in LMT because worst case you've got a solid defense stock with a history of raising the dividend, with huge upside optionality if anything comes of this or some of the other alternative energy projects they're working on:


    http://onforb.es/11wjQI8
    Oct 16 03:41 PM | 2 Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Go Lockheed, fusion power! Very exciting potential breakthrough, although I imagine it wouldn't be good for some of the traditional energy companies on this list...
    Oct 16 03:29 PM | 1 Like Like |Link to Comment
  • A Significant And Unexpected Positive Catalyst For Corning [View article]
    Ok, thanks for the info. But to satisfy creditors (namely Apple, I'm guessing), GT could sell (or be forced to sell?) these assets to someone else like Corning if Apple didn't want to take ownership themselves, right?
    Oct 16 03:25 PM | Likes Like |Link to Comment
  • The New Nifty Fifty, Part 1 - Dividend Growth Style [View article]
    Excellent comments, thank you. I agree that choosing your own stocks is almost always preferable to buying an ETF, but my point was that if you own too many of them you could start to dilute your advantage.


    I think this list is a great place to start doing DD to find great companies that fit your investment strategy, not necessarily a challenge to "collect them all".
    Oct 16 03:09 PM | 1 Like Like |Link to Comment
  • Did The Economy Hit A Wall Over The Summer? [View article]
    By the way, a slight dip in the percent change of retail sales growth is not the same as a "decline in retail sales". The fact that these numbers have been positive month over month and year over year FOR THE LAST FOUR YEARS suggests that we're coming out of a recession, not about to go back into another one.
    Oct 16 02:45 PM | 2 Likes Like |Link to Comment
  • Did The Economy Hit A Wall Over The Summer? [View article]
    "still-softer automobile sales"

    Are you kidding me, auto sales are down point eight percent (LESS THAN A PERCENT) off a 10% increase last month to all time highs and you're going to extrapolate that to fit your thesis?
    Oct 16 02:40 PM | 1 Like Like |Link to Comment
  • 3D Systems: The Takeover Thesis Could Resurface Following The HP Spin-Off Announcement [View article]
    Woo-hoo, a $150M credit line, now they can buy more overpriced companies!

    http://yhoo.it/1viTRPO

    Small 3D companies, rejoice and send your term sheets to DDD, no price is too high to pay to maintain the illusion of revenue growth!
    Oct 16 02:07 PM | 1 Like Like |Link to Comment
  • Samsung Is Sinking, While Apple Garners Robust Demand In China [View article]
    Yup, his timing as a contrarian indicator is impeccible, gave it the kiss of death with this article right at the recent highs.

    Luckily for shareholders like us he's back to being uber-bearish in his latest nonsense article about how Apple's earnings are "stagnating".
    Oct 16 02:03 PM | 1 Like Like |Link to Comment
  • Q4 Will Show Just How Stagnant Apple Earnings Really Are [View article]
    Nice to see MB back to being bearish after temporarily sounding bullish in his last article and giving AAPL the kiss of death that sent it down 5% in the last week.
    Oct 16 01:46 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
3,625 Comments
3,623 Likes