Baidu Eye Vs. Google Glass: A New War Brewing [View article]
Volver66,
Thanks for the update. Anything released in early April is subjected to high scrutiny. Baidu Eye may never be released, but the point is showing out the new trend for major companies to compete for. On the other hand, it really makes sense for Baidu to consider a product such as Baidu Eye. Yes, it may be another rumor, but it makes sense from product development perspective.
Thank you again for the link and comment! much appreciated.
Can Teva's Short-Term Pressure Be Justified? [View article]
doc47,
TEVA remains one of my long-term holdings, but its short-term concerns needed to be understood for investors. I am leveraging credit put option spreads for the long position and covered call indeed is another great strategy to gain income while hedging for some limited downside.
PepsiCo: $6.4 Billion Is Rewarding For Investors But At What Cost? [View article]
Sam,
You are right. PepsiCo is diversified with processed and packaged food, such as Frito Lay (as you mentioned). The comparison is done for KO and PEP on fundamental numbers/valuation as two are the most comparable companies in the industry of beverages under consumer (non-cyclical) sector.
GE: Improving Baseline With More Focused GE Capital [View article]
kinte,
That might be a good idea in the long-term. Right now, GE Capital is a double-edge sword for GE. As long as GE Capital continues to improve, GE will do better. However, in the long-term, GE may want to find a better long-term solution to gain the benefit and remove the risk and your IPO idea may be just one of them. In fact, I think it will be a nice one with limited downside risk as compared to upside risks.
Westport Innovations: Improving Earnings And Ready For New Emission Standards [View article]
Steve, Thank you for the comment. In the long-term, WPRT will benefit from the new emission standards and its earnings should improve. It is hard to trade for the short-term, so the short-term technical is used just to help investors find a better entry point for the long-term position. You are right, with high short interest, WPRT may be a good candidate for a short squeeze, but we need a good catalyst.
National Oilwell Varco And Enterprise Products: 2 Solid Stocks To Own [View article]
go-4-it,
You are doing a great job with your risk/reward and portfolio management. I would sell some stakes if any of my holding grows over 35% too. Yes, some upside potential could be missed, but as a conservative investor aiming for long-term gain, keeping profit, preserving capital, and balancing risk/reward come first.
Thank you for the comment and indeed it is always important and useful to check out the company's website before investing into the company. Thank you again for the info.
Baidu Eye Vs. Google Glass: A New War Brewing [View article]
Thanks for the update. Anything released in early April is subjected to high scrutiny. Baidu Eye may never be released, but the point is showing out the new trend for major companies to compete for. On the other hand, it really makes sense for Baidu to consider a product such as Baidu Eye. Yes, it may be another rumor, but it makes sense from product development perspective.
Thank you again for the link and comment! much appreciated.
Baidu Eye Vs. Google Glass: A New War Brewing [View article]
Thank you for the great article on Sony. I learned a lot and it's very informative indeed!
Can Teva's Short-Term Pressure Be Justified? [View article]
TEVA remains one of my long-term holdings, but its short-term concerns needed to be understood for investors. I am leveraging credit put option spreads for the long position and covered call indeed is another great strategy to gain income while hedging for some limited downside.
Thanks again for your comment.
GE: Improving Baseline With More Focused GE Capital [View article]
Good point. GE needs to get ready for that and continues to improve and perhaps to speed up.
PepsiCo: $6.4 Billion Is Rewarding For Investors But At What Cost? [View article]
You are right. PepsiCo is diversified with processed and packaged food, such as Frito Lay (as you mentioned). The comparison is done for KO and PEP on fundamental numbers/valuation as two are the most comparable companies in the industry of beverages under consumer (non-cyclical) sector.
Thanks again for pointing this out.
GE: Improving Baseline With More Focused GE Capital [View article]
That might be a good idea in the long-term. Right now, GE Capital is a double-edge sword for GE. As long as GE Capital continues to improve, GE will do better. However, in the long-term, GE may want to find a better long-term solution to gain the benefit and remove the risk and your IPO idea may be just one of them. In fact, I think it will be a nice one with limited downside risk as compared to upside risks.
Thanks again for your comment.
Increase Copper Exposure Through Companies With Solid Business Models [View article]
Great article. Thank you!
Intuitive Surgical: Short-Term Turbulence, Long-Term Growth [View article]
That's a very good point from women's perspective! That's the key point I overlooked..
Westport Innovations: Improving Earnings And Ready For New Emission Standards [View article]
Clean Energy Fuels And Cheniere: Good Bet On The Natural Gas Trend [View article]
Thank you for your comment. Well said!
National Oilwell Varco And Enterprise Products: 2 Solid Stocks To Own [View article]
You are doing a great job with your risk/reward and portfolio management. I would sell some stakes if any of my holding grows over 35% too. Yes, some upside potential could be missed, but as a conservative investor aiming for long-term gain, keeping profit, preserving capital, and balancing risk/reward come first.
Wells Fargo And JPMorgan Chase: Buying For Solid Fundamentals And Inexpensive Cash Flow [View article]
Thank you for the comment and yes, ROA is a good metric for financial institutions. Thanks for pointing this out!
Valero Energy: All Ethanol Plants Running, Improving Cash Flow [View article]
Thank you for the comment and indeed it is always important and useful to check out the company's website before investing into the company. Thank you again for the info.
National Oilwell Varco And Enterprise Products: 2 Solid Stocks To Own [View article]
Nice call for EPD in 2009. Congrats! EPD had a nice way up since 2009.
Anadarko And Phillips 66: Fundamental Improvement Continues [View article]
Thank you for the information. Interesting.. but I was not able to locate any information on this one.. Will post if I do. Thanks again.