Sal Marvasti

Contrarian, deep value, growth at reasonable price
Sal Marvasti
Contrarian, deep value, growth at reasonable price
Contributor since: 2012
Company: Technoor Consulting
7/21/14
Sal Marvasti
again my model is vindicated. http://seekingalpha.com/a/19wor I didn't need a miss to predict AMD was slightly overvalued.
4/15/14
Sal Marvasti
Advanced Micro Devices - Is It Still Good Value? $AMD http://seekingalpha.com/a/19wor
4/17/14
Yes, Advanced Micro Devices is still a good value.
9/3/13
Sal Marvasti
MSFT BUYS NOK devices my analysis vindicated: no profit for Nokia it would sell devices (see last article)
5/10/13
Sal Marvasti
I have the last laugh. AMD return 80%, Intel return 20%
I hold both and although I still believe in AMD, a pullback looks overdue. Trade and risk long-term-profits or simply hold... tricky.
I already took profits, I am talking AMD at $2. Then poeple were buying intel at 20.
5/10/13
Sal Marvasti
I laugh at those who kept telling me Intel is a better bet than AMD at $2. I kept saying, its the valuation not the company. Thankfully
but I kept saying AMD was a better investment.
5/10/13
Did you catch any $UMC or $TSM on the upswing?
5/11/13
When u are the contrarian, you want the majority to disagree it's the nature of the trade, it's not right or wrong it's profit or loss ;-)
5/7/13
Sal Marvasti
Sold out of US stocks. Can't tell why, but a crash is coming
I wouldn't sell $AMD now...the hype is just beginning to ramp, & broad PC recovery + profitability are around the corner. Trade is not done.
well i did, let us see if the bounce continues..... its over done based on current facts.
5/1/13
Sal Marvasti
far cry 3 coupon sent to me for free for Radeon 7950. Wasnt expecting another new release for free. Bioshok Infinite, Crysis 3.
5/1/13
Sal Marvasti
my speculation on AMD, they won a kabini or temash deal with Apple? Can't think why its rising like there is no limits today....
Could be residual from the Xbox deal too?
but that is a known, why rise today?
5/1/13
Sal Marvasti
AMD up whats going on wow!!!
Yeah, seems like their hard work has paid off -- for now. Overall I think its still quite fragile though...
4/19/13
Sal Marvasti
where are the microsoft bears now ?
4/25/13
microsoft is never one of the best trades out there...if you put some effort in it, you can find stocks that return that much in a day
MSFT has less risk.
4/12/13
Sal Marvasti
Perfectly happy with my 6.5 hour battery life surfing, trading and writing on my A6 Trinity laptop. Not too much worst than my Surface.
4/10/13
Sal Marvasti
glad I bought nokia
I bought last week. Are you jealous? Now my profit is back to zero 3.30.
I just wish you would post your trades as you make them. It helps others!
4/8/13
Sal Marvasti
SA editors sometimes make the lamest excuses when they do not like the content. (article was SELL Google)
i shorted at 809 :) glad i did
Lol, stop bragging :P
4/8/13
Sal Marvasti
I wrote article never approved by SA. I shorted goog 809 and SA readers lost out! go complain to editors.
Probably would have been worth posting it as a StockTalk before the fact rather than after. Ex-post-facto trading on the NY.BS exchange...
its meant for SA editors. Too much work went into article to waste it as instablog. It might be published elsewhere in the near future.
4/8/13
Sal Marvasti
best trade Amd, cant believe market moved so down and up when Xbox win has been known for some time
4/9/13
they needed mom to nag at them for the 20th time before they will listen
3/27/13
Sal Marvasti
Playing hours of Crysis on the train to Paris with battery power on a $500 laptop.... Amazing.
What laptop model do you have?
ultra book style A6 dude
3/20/13
Sal Marvasti
Imagine contrarian investment in politics. What the common man cannot ask The onion does : http://onion.com/101nEtY
3/21/13
I am further trying to argue that Germany does not need this special treatment because it is a prosperous country that poses no threat.
A country that prefers to spend American Tax dollars on over expensive projects instead of pursuing peace, Is not being honest with itself.
3/19/13
Sal Marvasti
nvdia fights back with inferior bundle: http://bit.ly/Y2xqAB
That individual is smart...
3/18/13
Sal Marvasti
AMD above 50 day SMA, EMA and market is down. Bullish technical move. Whats behind it?
Analyst upgrade.
3/14/13
Sal Marvasti
http://ars.to/Z6NspA More trouble for google not sure why stock is not reflective.
Ad blockers on android. you bet it does. How does Google earn money? Does it sell android?
No, it doesn't sell Android. It's free & open source.
3/13/13
Sal Marvasti
I predicted Google's Android strategy is a mess! http://yhoo.it/13WyY0p Android boss demoted!
3/13/13
Sal Marvasti
Repurchased a stake in Nokia. People underestimate brand loyalty in developing world (NOkia #1 brand)
3/13/13
Sal: I hope u are not stuck holding them. I don't see it shine anytime soon.
Holding till at least $4.5
3/13/13
Sal Marvasti
Received crysis 3 with my 2nd radeon 7950. Excellent graphics.
Judging by "limited availability" of crysis 3 coupons and the 7 days it took to get them, I think AMD may have paid some descent money .
Single monitor, yup. Fully maxed out thrashes my poor 680 :(
3/1/13
Sal Marvasti
Why is SIMO down. Cylical permanent? Lucky I did not buy it, but it was looking like a good deal.
It's a complicated story. I'm doing a write up to help explain things better.
3/1/13
Sal Marvasti
more confirmation of the benefits of winning consoles: Games now run faster on FX http://bit.ly/YFjMhZ
Uhm...separate the stock from the products. AMD has no hope in high end desktop. Stock will run back up on Kabini/Temash success.
But this all comes from consoles. Intel does not make el cheapo 8 core CPUs yet.
2/28/13
Sal Marvasti
Which means stocks will only go up as long as government can print money to keep interest rates low, and business can sell to government.
2/28/13
Sal Marvasti
Why stocks are expensive.... because consumers are getting poorer. Don't know about you but most disposable incomes are falling....
Stocks are mainly "expensive" due to bernake's inflationary measures to prop the market up. Who is going to to be in treasuries?..
2/25/13
Sal Marvasti
There is a risk AMD will drop all the way to $2.20 if market continues to drop. At that price I will buy bucket loads.
AMD is high beta thus will always drop more and rise more than the market.