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Nate Sterling

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  • TheĀ Interest Rate Conundrum: Flight To Quality Or U.S. Slowdown? [View article]
    Chris, appreciate your analysis of the current LEIs, I think you are spot on.
    Aug 13 03:04 PM | Likes Like |Link to Comment
  • Deteriorating Breadth Warned Of Pullback, Now Hinting At Near-Term Bottom [View article]
    Thank you Chris for this helpful information to consider.
    Aug 1 06:54 PM | Likes Like |Link to Comment
  • Micron: Some Recent Developments And New Price Targets [View article]

    Does the Samsung announcement that they will bring on more DRAM supply effect your previous article's price projections for Micron? and if so how much?
    Aug 1 05:37 PM | Likes Like |Link to Comment
  • Micron tumbles following Samsung's results, DRAM forecast [View news story]
    IMHO MU at $30 today is the most undervalued company in the S&P 500.
    Jul 31 12:58 PM | 3 Likes Like |Link to Comment
  • Micron's Toxic Converts: The Beginning Of The End? [View article]
    In the crazy math world of fat cat C-suiters:

    Ron Foster's toxic converts + massive shareholder dilution = 45 million additional stock options for Ron & Co.
    Jul 25 07:11 AM | Likes Like |Link to Comment
  • Micron Technology Appoints Stephen Pawlowski as Vice President of Advanced Computing Solutions [View article]
    Awesome for Micron, Steve is super smart.
    Jul 24 01:27 PM | Likes Like |Link to Comment
  • Micron: Some Recent Developments And New Price Targets [View article]

    Thanks for yet another insightful article with which I agree 98%. I am long MU and also quite optimistic about MU's prospects going forward but methinks some of your numbers are hyperoptimistic relative to 2015 timeframe. Largely depending on how the overall market performs, I think a reasonable price target range for MU in 2015 is $45-$55/share. I would be pleasantly surprised if MU goes to $68 or above so soon but it could if the overall market goes into a euphoric mood and MU swims with the tide. I hate playing devil's advocate, but part of my skeptical excogitation is that just because Samsung raised the DRAM price 10% does not imply further price raises, it may be a one-off, and although they probably will, you are assuming MU and Hynix follow suit rather than staying pat. And what about the possibility that the price increase could be temporary and followed by DRAM price decreases. You're also assuming long-term contracts with Apple and others don't largely eliminate any such price increase effect in the near term. Potential DRAM demand increases from Oracle's IMDB are promising but the adoption rate is yet to be determined. Bottomline I heartily agree that if MU share price falls much below $32/share it will be a screaming buy especially if one's investing horizon is longer-term. Thanks again for your insightful analysis.


    Nate Sterling
    Jul 23 06:59 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Earnings Growth Reignite The Stock Rally? [View article]
    Jeff, I always enjoy reading your insightful WTWA column, thanks!
    Jul 22 05:05 PM | Likes Like |Link to Comment
  • Where We Are And Where We May Be Headed - A Secular Bull Story [View article]
    Good article and analysis FGT. I think you're probably right that we are on path for a bull market lasting many years although we are certain to have bumps and potholes and a couple flat tires along the road. But remember more money has been lost by worrywarts anticipating, trying to predict and worrying about corrections than has been lost in all the corrections combined.
    Jul 22 11:44 AM | 1 Like Like |Link to Comment
  • Investor Sentiment: Actions Speak Louder Than Words [View article]
    Chris -- always appreciate your insightful articles and videos-- I think you're one of the best and most helpful market analysts so please do keep up the magnanimous public service of informing individual investors like me who are seeking alpha. I have to thank you a bunch because you helped me to be a better investor and to make the very important paradigm shift from following all the pundits and prognosticators and trying to predict where the market is headed (including small corrections or ripples that are really just volatility to ignore) to instead staying in alignment with the observable evidence and macro trend waves and paying attention to the current market profile and then making the prudent adjustments in proportion to the observable improvements or deteriorations in the current market profile.
    Jul 16 11:29 PM | 1 Like Like |Link to Comment
  • A Few Thoughts About The Intel Earnings Report [View article]
    INTC up 9.3% today = Nice call Russ!
    Jul 16 11:05 PM | 2 Likes Like |Link to Comment
  • SanDisk -7.1% AH due to margin drop; Micron -2.4% [View news story]
    Lol...he who sets himself up as a predictor of Mr. Market's irrational and schizophrenic mood swings is shipwrecked by the laughter of the gods.
    Jul 16 09:21 PM | 5 Likes Like |Link to Comment
  • Will Micron Move Up With SanDisk? [View article]
    EP, I know how you feel and sympathize with you. I used to play short term options a lot but I've learned through painful experiences that it's much safer to buy LEAPs or underlying shares with little or no theta time decay... but certainly it's more thrilling to speculate on short term expiry options where you can easily lose your entire investment or make 100%+ on your money.
    Jul 16 08:39 PM | 1 Like Like |Link to Comment
  • Big Banks Hit With Monster $250 Billion Lawsuit In Housing Crisis [View article]
    Thanks for sharing your thought-provoking article Ellen. I have strong opinions about all the injustice that we all suffered through that caused so much pain and agony for millions of people that survived (not to mention the thousands of suicides) but I don't want to get too fired up and have an aneurysm so I'll go back to listening to Vivaldi and Mozart and maybe take the blue pill again. Suffice it to say that our broken and corrupt legal system has a very different brand of treatment for the small guy without political connections, the poor and the powerless than it does for the big guys with political connections, the rich and powerful. Examples of this are too numerous to list out and keep happening everyday. Michael Jackson's "As jacked as this sounds...the whole system sucks" is speaking truth to power.
    Jul 16 05:44 PM | 2 Likes Like |Link to Comment
  • Despite The Amazing Surge In Its Stock Price, Microns Is Still A Buy [View article]
    Hi Arie, thanks for the informative article and welcome aboard the Micron train which continues dieseling higher. All aboard!
    Jul 16 04:55 PM | Likes Like |Link to Comment