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  • Peabody Energy: Commodity Contrarian Investing 101 [View article]
    I see your point. The company has good management who are retiring debt even under the current circumstances where the operating performance is not great. The market cap is only $4 bn and this is a company in its peak had free cashflow greater than $1 bn. A coal rebound is unlikely to happen anytime soon with low Nat gas prices but BTU can weather this and the Australian segment can produce growth when India and China pickup. I expect the pricing is bound to get better for Thermal coal and this is an added plus. Net net, this is like buying a call with a floor. This cant go much lower as $5bn in dent + $3bn in Mcap makes the company a takeover target for Indian/Chinese corporations who are coal hungry. They got a ton of proven resources and know coal operations like no other n the world.
    Jul 12, 2013. 10:37 AM | Likes Like |Link to Comment
  • IBM: The End Is Near [View article]
    There are so many moving parts here. The company predicting $20 in earnings by 2015 (They predicted this in 2012 itself) is not a sign of maturity. No company in tech or for that matter of fact any industry other than utilites can make such predictions. Conservative companies like Apple say there are so many moving parts that they are not able to predict earnings even for the next quarter. IBM reminds me of Blackberry. They think they have a persistent business (recurring revenue divisions) which is going to be ringing and growing. Cloud is a low margin business with cut throat competitions. My company moved from physical servers to cloud and there were a dozen companies offering those at bottom basement prices. Services and software on cloud is no different on the cloud as well with tough pricing and no differentiation. IBM's Consulting is under severe margin pressures from the likes of Infosys, TCS, CTS. There are too many headwinds. I would not want to prove that I am a fighter but rather stay in the sidelines.
    Jul 12, 2013. 10:26 AM | Likes Like |Link to Comment
  • IBM: The End Is Near [View article]
    I respect your view but time will tell who is right. Even if you are right, where is the upside for IBM coming from?
    Jul 11, 2013. 10:40 AM | Likes Like |Link to Comment
  • IBM: The End Is Near [View article]
    You are right 100%. Software and associated services are getting commotidized. Gone are the days when companies would keep high paid IBM consultants and continue engaging IBM's expensive softwares. I am surprised IBM's premier status has lasted this long. Party is over, IBM is the next HP.
    Jul 10, 2013. 04:06 PM | Likes Like |Link to Comment
  • Humana: Misunderstood And 35% Undervalued [View article]
    If they increase the dividend 4 folds the support for ths stock would be great. I don't understand why Health Insurance companies do not pay dividends like Utilities. These Health insurance companies are not capital heavy, do not need to invest much in innovation and have stable competition with steady pricing. Is it because of regulation? They can easily meet their reserve requirements even with a hevay pay out like I am suggesting.
    Jun 20, 2013. 05:22 PM | Likes Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 02:28 PM | 2 Likes Like |Link to Comment
  • 5 Growth Stocks For 2013 [View article]
    DNDN is extremely speculative.
    Jan 2, 2013. 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, 2013. 01:58 PM | Likes Like |Link to Comment
  • It's Triple Witching Friday [View article]
    I learnt something this morning. Thanks
    Dec 21, 2012. 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, 2012. 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, 2012. 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, 2012. 04:20 PM | 1 Like Like |Link to Comment