Markos Kaminis
Markos Kaminis
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Markos Kaminis
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Wall Street Breakfast: Must-Know News [View article]
Senate Slams Apple On Tax Avoidance [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
It's difficult when you put your name on the line with each effort. It is especially hard to do so when you make a sell recommendation against an overwhelming long bias in the widely held stock. Please respect a person's willingness to give an unbiased perspective about a stock so that this type of information continues to reach investors. I took the same kind of heat when I was warning about bankruptcies in the real estate finance sector when stocks like Washington Mutual and Indymac were trading in double digits.
Also, in the future, please keep comments relegated to the subject matter. Now I am forced to respond to another subject that readers here may not have interest in.
My Performance as a Sr. Equity Analyst:
23% Ave. Annual over 5 Years on Strong Buys
26% Last 3 Years
GE Article:
http://seekingalpha.co...
Forecasted 5-6% upside for GE including dividend, which I said was not enough for me.
Began working on GE article when stock was near $23. Dropped a dollar on day submitted and published. Today it is less than $23.
Try to keep it clean please. Some of us still have feelings.
Microsoft Is Too Expensive For This Moment In Time [View article]
Market share refers to Internet usage, shifting from PC to mobile
Microsoft Is Too Expensive For This Moment In Time [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
It does not apply here though. There's been disruption to the industry. Bread is thousands of years old and certainly has staying power. Saying the same for Microsoft is highly presumptuous, despite its dominance of the last few decades.
Microsoft Is Too Expensive For This Moment In Time [View article]
The reason the comparison is the last two years is because:
1) MSFT has not yet effectively met the mobile challenge yet and market share is bleeding out of the PC
2) The global economy is deteriorating
Thus, the last two years are very relevant.
Facebook Must Monetize Before Membership Growth Becomes An Issue [View article]
Facebook Must Monetize Before Membership Growth Becomes An Issue [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Is This Security A Safe Haven? Absolutely Not [View article]
And reiterating, I've come to see that NLY is a safe haven today for the reasons noted. There are no forever assets, save perhaps real estate and gold.