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Micah Dickson

 
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  • PayPal: Making The Long Case For eBay [View article]
    I think PayPal will continue to grow. If it weren't for PayPal, eBay would be a mediocre investment.
    Oct 17 08:41 PM | Likes Like |Link to Comment
  • How To Pick A Bank Like A Regulator [View article]
    Yeah, WFC and PNC were banks that scored pretty well in each category as I was doing my research.
    Aug 30 08:45 AM | Likes Like |Link to Comment
  • How To Pick A Bank Like A Regulator [View article]
    The official ratings are unavailable but you can break down each part and do your own analysis. This helps you do that by looking at each part of the CAMEL rating
    Aug 29 11:36 PM | Likes Like |Link to Comment
  • China: Why The Slowdown Is More Than A Hiccup [View article]
    Under Deng the reforms the Chinese government made were good choices. After he stepped down, corruption has creeped in and they are beginning to go back to being a more centrally planned economy. Yes, the Chinese government needs to go back to the reforms of Deng that allowed for freer markets.
    Jul 20 10:29 AM | Likes Like |Link to Comment
  • China: Why The Slowdown Is More Than A Hiccup [View article]
    First off, the economic GDP numbers out of China are shady at best. Even Chinese officials have admitted that. Also, there are systematic problems. You cannot take on that much leverage and expect your economy to do well in the long run. Chinese SOEs are being given loans they shouldn't be given. That and the massive stimulus package China introduces added A LOT of debt to their balance sheets
    Jul 19 11:41 AM | 1 Like Like |Link to Comment
  • 3D Systems And ExOne: Printing Profits For The Long Haul [View article]
    I'd have to do some work on ONVO. And all the 3D Printing stocks are a little expensive if you are planning on holding them short term. But if you plan on holding them for the next 10 years, these price levels aren't a problem.
    Jul 15 09:54 AM | Likes Like |Link to Comment
  • 3D Systems And ExOne: Printing Profits For The Long Haul [View article]
    I am looking at the long term "safe" play and the long term "risky" play. But I'm not against SSYS at all. In fact, the optimal recommendation would be to have a position in ALL of them. I say that because the industry is so young that you don't know which one is the home run. I hope that answers your question.
    Jul 13 12:01 PM | Likes Like |Link to Comment
  • RIM: A Short Opportunity [View article]
    It's tempting to say this is a short idea but I honestly think those long or short are betting. Blackberry 10 could sink or propel this company.

    I'm actually more interested to see what you all think of it being a take over target. It would really open up the corporate market for a Microsoft or Samsung.

    Be great to hear what the community has to say
    Jan 28 07:06 PM | 1 Like Like |Link to Comment
  • Nike: Perfect Fit For The Marathon Investor [View article]
    Dividend growth because I used the dividend discount model but that means the EPS will need to grow at a similar rate because dividends are paid out of earnings.
    Jan 28 12:51 AM | Likes Like |Link to Comment
  • Breaking Down The President's Proposal [View article]
    Zero Based budgeting would be a huge help. Every year, every agency has to explain why they should keep their current budget and why they waste any money. If they are not effective, they get their annual budget reduced. It will expose all the waste, fraud, and abuse to sunlight and make it a lot easier for the average citizen to understand budget talks.
    Dec 19 03:11 PM | 2 Likes Like |Link to Comment
  • Breaking Down The President's Proposal [View article]
    Well I think you can do it without crashing the markets. While monetary policy needs to reigned in, you can show the markets that you are serious about tax reform and spending cuts. This would give investors confidence and allow Bernanke to begin to unwind the Fed balance sheet. It doesn't have to be a shock to the system.

    But the problem is spending. I don't believe the Keynesian argument that you must keep government spending at current levels. Let the private sector keep more of that money and reduce spending.
    Dec 19 03:08 PM | 1 Like Like |Link to Comment
  • Bank Of America: Destined To Double In 2013? [View article]
    I'm still torn about the banks. Housing is stabilizing which is a huge plus. But there's still a lot of uncertainty. Dodd-Frank is still so murky. At the same time, BAC is still tempting. I'm just not sure. Great article, clarifies more of the positives
    Dec 19 10:37 AM | Likes Like |Link to Comment
  • Breaking Down The President's Proposal [View article]
    Great article. Our problem is spending. We need competitive tax and regulatory reform and spending cuts. Zero based budgeting would be a huge step in the right direction.
    Dec 19 10:30 AM | 3 Likes Like |Link to Comment
  • Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
    Well that's how any high growth stock is. It's great until it stumbles. 4-5 year time horizon, then you definitely want to reduce your risk.
    Dec 18 04:45 PM | Likes Like |Link to Comment
  • Lululemon Vs. Under Armour: Which One Is On Sale? [View article]
    Ok let's look at the time horizons. I think that is where we are missing each other. Under Armour is growing, no one denies that, but in 2013 Lululemon is poised to grow at a faster rate. I'm not projecting into 2014 and beyond. 2013 is way too uncertain on its own. Lululemon is not being recommended for a Warren Buffet style buy and hold. It is being recommended for growth in 2013. That's all. If we are looking beyond 2013, you're right, Under Armour is better simply due to the fact that standard deviation increases with Lululemon due to its limited history. So it depends on your time horizon.
    Dec 18 03:00 PM | Likes Like |Link to Comment
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