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  • EOG Resources Reports Outstanding 2012 Results; Increases Eagle Ford and Leonard Reserve Potential; Announces New Texas Delaware Basin Wolfcamp Play; Raises Common Stock Dividend by 10 Percent [View article]
    This company is as good as it gets in America. Old school, Under promise but over deliver, never gets carried away and go on a debt binge, perfect execution. I cannot think of another CEO than Papa who can execute as well as he does.
    Feb 14 09:41 AM | Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    They said 500 will never happen again at 705. I am sure we are going to see Gundlachs 420. The management has to buy back hand over fist if the price has to holdup and Apples track record of aggressive buyback is non existent. All that cash piling up does not help shareholders anyway.
    Jan 23 09:49 PM | 6 Likes Like |Link to Comment
  • Dear Apple Board, This Is How You Defend The Share Price [View article]
    You are 100% right. Apple has done nothing to deserve such crappy valuation but for total antipathy of management/board. If I were Tim Cook I would take a torch down to NYSE to burn the short term investors, option speculators and initiate a massive buyback never before seen to the tune of 50 bn dollars.
    Jan 15 03:38 PM | 4 Likes Like |Link to Comment
  • Amazon's Holiday Season Boosts Third-Party Sellers Marketplace: Sales Up 40% Year Over Year [View article]
    This kind of headline of explosive topline growth will repeat for the next 10 years with no profits to show far. Amazon is killing all competition by low prices but this does not make they make/will make any money for share holders.
    Jan 2 02:28 PM | 2 Likes Like |Link to Comment
  • 5 Growth Stocks For 2013 [View article]
    DNDN is extremely speculative.
    Jan 2 02:03 PM | 1 Like Like |Link to Comment
  • 3 Must-Buy Dow Stocks For 2013 [View article]
    everything is good other than comment on McDonalds. McDonalds stock is as stale as their burger and I don't see any potential upside.
    Jan 2 01:58 PM | Likes Like |Link to Comment
  • It's Triple Witching Friday [View article]
    I learnt something this morning. Thanks
    Dec 21 09:04 AM | 2 Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    Apple will not invest in any stock because their strategy for cash investments is ultra conservative. Their return on cash net hedging for 2013 would come at less than 2% because they want to protect capital. Apple would not invest in conedison which I think is the most conservative, non volatile stock investment there is leave alone AAPL.
    Dec 21 09:01 AM | Likes Like |Link to Comment
  • Look Out, Apple: Samsung Is Eating Your Smartphone Lunch [View article]
    What a waste of time. Comparing volumes to pre Iphone 5 launch is as dumb as it gets. This quarter iphone 5 voulmes will eat galaxy for lunch.
    Dec 19 04:24 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - Citigroup's 2 Lamentable Apple Calls (12/18/12) [View article]
    Cramer has been more wrong than right. It is not that he is wrong with smallcap which is acceptable as much info is not available to analyze these and much research pieces are not available. He is wron with big DOW and mega caps as well

    He said buy BTU at 65 as i was going to 90. The stock went to 18.

    He said sell BAC at 6 while it went to 11

    He said buy CMG at 400 and it went to 250

    He said buy NFLX at 250. It did pop to 300 but quickly spiralled down to 60.

    He said CHK was awesome at 35. Everything was wrong about this company with bad management, low nat gas prices and hidden debt. The stock went to high teens.

    Cramer does not have to know and analyze like a 1000 names. I would much rather have someone who can track 100 names rather well. It is not about qunatity you track. It is about quality.
    Dec 19 04:20 PM | 1 Like Like |Link to Comment
  • What Wal-Mart's Promotion Of The Apple iPhone Means For Both Companies [View article]
    I am an Apple bull but how sure are you that the discount is fully borne by WMT?
    Dec 19 09:23 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Citigroup's 2 Lamentable Apple Calls (12/18/12) [View article]
    Cramers call on Apple at 700 was a buy. As Apple was sliding he kept saying do not trade Apple invest in it. At 530 he made a sell call saying there are no new products only to see the stock rally to 600 before correcting back to 500.
    Dec 19 09:17 AM | 4 Likes Like |Link to Comment
  • Betting On Apple's Operations Team And Gross Margins [View article]
    The sales number on Iphones dont seem to agree with your argument. On top of that people have nothing to lose when they upgrade eventhough the upgraded feature set might not blow you out. I upgraded my 4 to a 5 for 250 dollars and sold my 4 on ebay for 250 bucks. I get a better phone with 0 out. Sounds like a winning proposition for Apple.
    Dec 13 03:03 PM | Likes Like |Link to Comment
  • Betting On Apple's Operations Team And Gross Margins [View article]
    I am just copy pasting skippie's comments here. No one can say it better.

    "Have you noticed how the bulls offer facts and the bears offer nothing but opinions, innuendo, Job's absence and the "law of large numbers?""
    Dec 13 01:54 PM | 4 Likes Like |Link to Comment
  • The Real Truth About Apple's Q4 Results [View article]
    Gary.

    I have a question on the OI and E income for of $381 mn project by PO for Q1.

    Is this income the retun that they generate on their cash investments net charges for hedging? If that is the case it looks like a lousy return to me at less than 1% a year. Am I missing something?
    Dec 13 11:48 AM | Likes Like |Link to Comment
COMMENTS STATS
472 Comments
334 Likes