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  • Some Good Trends At Pandora Media [View article]
    Interesting action today as the market took the stock up to $19 and led it to slaughter. Apparently a lot of investors decided it was time to take profits.
    May 24 04:29 PM | 0 Likes Like |Link to Comment
  • Some Good Trends At Pandora Media [View article]
    Yep, better but not good enough for that valuation.
    May 24 04:24 PM | 0 Likes Like |Link to Comment
  • Disagreeing With Analysts On SodaStream [View article]
    Yep, the end game is much, much higher. Have a great holiday weekend!
    May 24 04:10 PM | 0 Likes Like |Link to Comment
  • Disagreeing With Analysts On SodaStream [View article]
    Yeah I just don't see the $69 price targets as valid. Of course, people sold based on that, but if anything the analysts were probably hoping for the pullback in order to grab more shares on the cheap.
    May 24 03:56 PM | 0 Likes Like |Link to Comment
  • Stratasys Impresses But Revenue Growth Needs Improvement [View article]
    Clearly those are the benefits of 3D printing, but it still isn't showing up in the 'real' numbers.
    May 23 11:52 PM | 0 Likes Like |Link to Comment
  • Is Now The Time For Alpha Natural Resources? [View article]
    Yeah, China is a major issue on met coal making today's price action all the more impressive. Even with bad data out of China the stock ended positive. Not many sellers left below $7.
    May 23 05:51 PM | 0 Likes Like |Link to Comment
  • Is Now The Time For Alpha Natural Resources? [View article]
    exactly, ANR has a solid footprint for exports.
    May 23 04:50 PM | 0 Likes Like |Link to Comment
  • Top 10 Net Payout Yield Stocks For May 2013 [View article]
    Great points, but the point of this concept is to completely ignore those fundamental concerns. My model on Covestor has average annualized returns of 19.7% vs 13.7% for the market since 11/2/10. With a diversified portfolio of 20 stocks it works. Of course, note i've yet to add XRX though it is on the short list.
    May 23 03:52 PM | 0 Likes Like |Link to Comment
  • Top 10 Net Payout Yield Stocks For May 2013 [View article]
    ALiveH,
    1) this number already accounts for net buybacks that removes shares issued.
    2) my analysis doesn't include this, but it is an interesting point at whether a company also paying down debt would be attractive. Or a company issuing debt would be less attractive. Definitely don't like seeing companies issuing debt to buyback stock, but one undertaking that approach might also signal a value stock. Note I think a big difference exists between stocks with a market cap over $10B and those under it in the $1-5B range doing that.
    May 23 03:50 PM | 0 Likes Like |Link to Comment
  • Top 10 Net Payout Yield Stocks For May 2013 [View article]
    Ed,
    Accurate information is difficult to find. Smartmoney.com has the totals for the last 5 quarters and of course each quarterly report will show the numbers.

    Definitely right that the key is net buybacks that actually occur. Other than CTL, my model in over 3 years has never had a stock based on the assumption of a buyback and that was based on a 6% divy.
    May 23 03:43 PM | 0 Likes Like |Link to Comment
  • Is Now The Time For Alpha Natural Resources? [View article]
    The price action today is strong....quickly bouncing back above $7 was impressive.
    May 23 03:26 PM | 0 Likes Like |Link to Comment
  • Stratasys Impresses But Revenue Growth Needs Improvement [View article]
    True, that is the issue with all tech. As a producer though you can't wait too long or your equipment is out of date.
    May 23 01:31 PM | 0 Likes Like |Link to Comment
  • Stratasys Impresses But Revenue Growth Needs Improvement [View article]
    No doubt I agree the long-term could be huge, but in reality the stocks are not growing that fast. Mergers come at the impact of growing shares outstanding. Those deals might be smart but why isn't organic growth at 30% considering how hot the sector has supposedly been this year?
    May 23 01:30 PM | 0 Likes Like |Link to Comment
  • Stratasys Impresses But Revenue Growth Needs Improvement [View article]
    Wendys?
    May 23 11:27 AM | 0 Likes Like |Link to Comment
  • Stratasys Impresses But Revenue Growth Needs Improvement [View article]
    Good points, but earnings per share are growing. Thats the key in looking at per share data instead of absolute.
    May 23 11:26 AM | 0 Likes Like |Link to Comment
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