James Brumley

Small Caps Worth a Look: UIS, SIRI, LUV, SLAB, KIRK

Hi Tugturf.... not exactly sure what you mean. I'd be interested in hearing more of your thoughts. (I hope I never implied that my writing was complete - just a quick observation).


On Aug 23 11:21 PM tugturf wrote:

> Your analysis or lack of it on Krik is creepy.(Yes, I’m getting to
> like that word too. Most analyses seem to be afraid of it for the
> reasons you point out but the time has come and I'm in!!!...

Small Caps Worth a Look: UIS, SIRI, LUV, SLAB, KIRK

True, it's technically a large cap, though on the 'small' end of the large cap scale. But, if you want me to say you're right, then you're right - it's not a small cap stock by definition.

Sometimes - in the interest of brevity and trying to help investors make money (without muddying the waters) - I have to group things efficiently. Were it relevant or material to the commentary, I wouldn't mis-classify anything. In this case, I was more concerned with getting the idea publicized than I was interested in adding more words that didn't add anything material to the write-up.

If it makes ya' feel better though, everyone, LUV isn't a small cap. LUV has gained 24% since the article was published though.... and that's the reason I get paid to write this 'fluff'.


On Jul 23 05:26 PM mr research wrote:

> FYI ... Southwest is not a small cap stock.
>
> and you get paid to write this fluff...

Small Caps Worth a Look: UIS, SIRI, LUV, SLAB, KIRK

Hey relm, I'm not quite sure what your intended message is here, but I assume you're talking about one of the MF's SIRI articles? Just wanted to confirm.

On Jul 17 08:53 AM relmar2003 wrote:

> I did it anyone one the first one. Heres WHY he really wrote the
> article. TO hammer this point hom, as it was close to the Iphone
> release. See my unsophisticated friend, timing is everything.<br/>
>
> "Buzz matters. Few are talking about the streaming application that
> launched through Apple's (Nasdaq: seekingalpha.com/symbo...)
> App Store just 11 days ago. It's gone from being the second most
> popular free app in Apple's iTunes storefront to a still-respectable
> fifth. But the fadeout will continue. Rare are the apps -- among
> them Facebook, Pandora Music, Google (Nasdaq: seekingalpha.com/symbo...)
> Mobile, and AT&amp;T's (NYSE: seekingalpha.com/symbol/t) account
> tracker -- that remain fixtures on the Top 25 list.
>
> The app may generate new interest if Howard Stern is added, or if
> it takes a page out of the Netflix (Nasdaq: seekingalpha.com/symbo...)
> playbook by making itself available at no additional cost for existing
> subscribers. But Sirius XM is well-served by keeping the press releases
> rolling, to maintain its flagship satellite-based service relevant"
>
>
> Got in the no Howard, and got in the app dropping, and will continue
> too. Nothing to do with his article whatsoever. Be like me writing
> any article about Google Earth, and mentioning that they lost market
> share, and then told us why. You could say, well its a bullish article
> on Google. Went over google earth nicely. The "draw the reader in
> hook" was only to deliver negative information. I see this TIME
> AND TIME AGAIN with the Fool. But most of there articles are just
> downright negative. You want to debate this further wtih me, ill
> be right here.

Small Caps Worth a Look: UIS, SIRI, LUV, SLAB, KIRK

Are you more 'sophisticated' than me? I don't know. I don't care. It's not a contest. Does one of us being more sophisticated have any bearing on the discussion above?

I would never deny that the MF has been pounding SIRI recently. Go back in time though.... even when the company was entering a toxic financing situation, the MF's chorus was still singing its praises. Not so much lately, but before and during, it was creepy. The description is an opinion word, of course. You may describe it as odd, or quirky , or not creepy at all. Whether it's creepy to everyone else or nobody else though, it's mostly irrelevant relative to everything else.

I also agree that the MF is late to most parties. I don't know that I would call the MF a joke though. I agree with some of the sentiment posed here, though the site has value in many regards. Some criticism is deserved, some is not. Life is gray.

I too agree that they're a little too promotional at times, and occasionally over the top in terms of 'advertorials'.

Even when they're not, they usually leave themselves an 'out' in terms of a recommendation. Welcome to the industry. When one of their picks is right, it's the investor who's a genius for heeding the advice. When one of their picks is wrong, it's the author who's an idiot. Investors can rationalize inconsistency like that.

I'm not exactly sure how linking to their articles weakens my argument. You made a broad, sweeping statement, and I illustrated that the statement wasn't as broad and sweeping as you implied. If you want to argue opinions, great. If you want to argue whether information exists or not, you'll be doing that alone.... we both have other things to worry about.

Bigger picture, I have to confess I'm kind of baffled that the discussion has mostly focused on a half sentence about the Motley Fool's opinion, while the rest of the article above has been untouched. Tangent? Is there an ego agenda at play here? I don't know...I'd just rather argue the pros and cons of my picks, which is where money is made and lost.

On Jul 17 08:48 AM relmar2003 wrote:

> Author...
> Thanks for replying.
> I must be a more "sophisticated" reader than you. As you cant see
> the bias, nor the timing issues of there articles. Rick A. is a
> closet bear on the company. Issues just enough bullish teasers to
> always claim "being right" about the company. MF is a joke, and
> linking there articles to make your point weakens yours. If you
> think MF is bullish on SiriusXM, I have some GM stock you may like
> to buy from me. I can go over each article to prove my point, but
> it would be for you, not for me. THe readers here know that the
> MF is a joke. If you want to think otherwise, like I said, maybe
> you want to buy some GM stock from me too.

Small Caps Worth a Look: UIS, SIRI, LUV, SLAB, KIRK

Not only do I read the Motley Fool, but I write for the Motley Fool on occasion....

www.fool.com/search/in...

As for excessively (and moderately) bullish comments from the Fool....

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

www.fool.com/investing...

Never let the facts get in the way of a good argument.