This Time Isn't Different - Miller Energy Is A Short [View article]
There are many holes in Miller and those can be seen by some of the major issues in the filings, particularly the quarterly and yearly statements. After really looking at all of the details, on top of the fact that it will take a ton of money, and probably dilution, its difficult to trust management and that true value can really be attained with this company
Buy J.C. Penney: The Turnaround (And Rally) Has Only Just Begun [View article]
Great article. I was thinking in the same lines as you, but you put in a much better way than I could have. Ive been considering JCP very recently as Ive noticed the change, mainly in-store and with their marketing. I think its going to change from being a second or third option store, to more of a main shopping place for people. The image is definitely starting to change.
A Different Take On Apple's Cash Stash [View article]
Im on the other end of the spectrum and think they should build up the cash for many more years. Then when things do slow and the pps isnt rising a great rate every year, it will provide a giant safety net. It will basically allow them to do whatever they want and most importantly do some good buybacks and dividends and only slightly dent it. The reward later in my opinion will be much great, especially since the pps rise has been excellent and should continue to be. And I dont think its wise to spend cash just to do it. Build it up and let the opportunities come and not rush into things.
Get Ready To Be Disappointed With Apple [View article]
It may be a short term top, I can agree with that, but long-term it will still continue to do great. Of course, over and over and over and over when people say that Apple will eventually slow, at some point that will be correct, but it is a ways away. Also, when that person that states over and over and over and over and over and enventually it happens, doesnt make that person correct as they were wrong every other time. Do not also forget the crazy amount of cash they will have built up in 3-5 years when growth isnt as amazing as it is now.
Insiders Who Are Buying Biostar Pharmaceuticals [View article]
Be careful with this one. I used to be super bullish on this, actually many china stocks and wrongfully so. This is one I followed more than any other and there are many flags here.
Analyst Estimates Are Very Overrated [View article]
I get what youre saying, but their hoard of cash at that point will be like no other and do almost whatever they want to reward shareholders. Its just now if you do it, you burn up the cash when not needed to as they are doing great and the pps will move on its own. Think 4 or 5 years down the road how many buybacks they will be able to do and/or dividends and still only dent that hoard. Thats why I think it is much better to wait to use the cash when needed. People want those things now, but its not good to use cash just to use it.
Analyst Estimates Are Very Overrated [View article]
The great thing is, at some point when their growth does slow, that current cash of about $100 billion will be several times that, providing not only a huge safety net, but will have more than enough built up to reward shareholders big with buybacks and dividends. Is it a guarantee at that point they will do that? No, but it makes a lot of sense
Microsoft: Missing the Bigger Picture [View article]
Very nice article. Your arguments and statements presented as facts, are supported with facts and quality information to back up what you state, instead of just stating something as is without providing a backbone to it.
Investments are much more than PE. I love using PE as a gauge and a tool, but it is still a very small part of what encompasses a quality investment.
Yes, I do agree with you about Apple though as it is silly cheap even after its recent rise. Their earnings are superb quarter after quarter after quarter with no signs of slowing down.
Im hoping the bears come in and take it down so I can get in cheap as the earnings were still good and there is still a ton of success in the future for the company. The growth isnt going away anytime soon
Analyst Estimates Are Very Overrated [View article]
Like every year preceding, this is going to be another monster year for AAPL while it climbs towards that $1 trillion mark, which I think it will there over the next 3 or 4 years. To me, there isnt much of a reason AAPL cant double, but they also have to start adding to their product portfolio. Other areas are just getting started as they are going to open up more and more stores as well. They still have huge opportunities in all areas, even those that carry most of their revenues.
Analyst Estimates Are Very Overrated [View article]
Definitely Mickey. Unfortunately, it is at a point where we have to see what analysts are thinking or doing because they hold so much in terms of where the pps can go on a stock, whether they upgrade or downgrade or whether a company hits their estimates and investors pay attention to that, in my opinion way too much, but it is there. It also seems that a lot of the things that investors focus on from analysts, usually have a short term effect for a strong company ie Apple.
For analyst estimates, for the analyst, they are important to have for their own gauge, but again, it shouldnt be the main focus for earnings for many investors, which it is.
Analyst Estimates Are Very Overrated [View article]
Im definitely a huge Apple fan, its hard not to be. I think Google is in a great position too and if there is a steady shortterm decline, I would heavily consider getting in. Even at the current pps, it is a good investment, but I do like AAPL here more, even after its recent rise.
This Time Isn't Different - Miller Energy Is A Short [View article]
Lithium's Prospects [View article]
Buy J.C. Penney: The Turnaround (And Rally) Has Only Just Begun [View article]
A Different Take On Apple's Cash Stash [View article]
Get Ready To Be Disappointed With Apple [View article]
Insiders Who Are Buying Biostar Pharmaceuticals [View article]
Analyst Estimates Are Very Overrated [View article]
Analyst Estimates Are Very Overrated [View article]
Analyst Estimates Are Very Overrated [View article]
Microsoft: Missing the Bigger Picture [View article]
The Google Transition [View article]
Yes, I do agree with you about Apple though as it is silly cheap even after its recent rise. Their earnings are superb quarter after quarter after quarter with no signs of slowing down.
The Google Transition [View article]
Analyst Estimates Are Very Overrated [View article]
Analyst Estimates Are Very Overrated [View article]
For analyst estimates, for the analyst, they are important to have for their own gauge, but again, it shouldnt be the main focus for earnings for many investors, which it is.
Analyst Estimates Are Very Overrated [View article]