Administaff Inc. (ASF)

All Comments on ASF

  • commenter
    Sep 22 09:37 AM
    My Website
    Time to Look At Conservative Growth Stocks [view article]
    We have reduced our exposure to consumer discretionary by selling some LOW and COLM... Reply
  • commenter
    Sep 22 08:36 AM
    Time to Look At Conservative Growth Stocks [view article]
    Take your profits. Luck isn't in my investing dictionary especially if I have to look to the Government to generate a short squeeze to generate that profit.

    Nothing has changed as far as discretionaries are concerned.
    Reply
  • commenter
    May 17 08:45 AM
    Short Interest in Management Consultants et al [view article]
    With headquarter in Bermuda....


    On May 16 07:55 PM alfedo garcia wrote:

    > Accenture is not New York based. It is incorporated in Bermuda with
    > US headquarters in Chicago.
    Reply
  • commenter
    May 16 07:55 PM
    Short Interest in Management Consultants et al [view article]
    Accenture is not New York based. It is incorporated in Bermuda with US headquarters in Chicago. Reply
  • commenter
    May 14 10:28 AM
    Short Interest in Management Consultants et al [view article]
    For those with limited understanding of short interest - what is your conclusion? Define Utilisation. Reply
  • commenter
    May 13 11:00 AM
    My Website
    Short Interest in Management Consultants et al [view article]
    Thank you very much for this very informative article. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on ASF
    Is this a buy or a sell? Reply
  • commenter
    Oct 18 06:26 PM
    My Website
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    That's a good point. I do tend to use high analyst ratings as a negative input, though WHQ didn't really have such strong opinion behind it. I think that there is a persistent investment arbitrage potential in buying the names that aren't so recognized and trading them out potentially when they become recognized. Reply
  • commenter
    Oct 18 01:02 AM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Alan, the analyst optimism in WHQ would appear to be misplaced, at least in the short term, after the pre-announcement and lower guidance for the company. Your screen might be improved if a sell discipline was built. Maybe there's a "critical mass" of analysts at which excessive optimism is sure to result in underperformance. Given there's a finite number of sell-side firms with any real power over sentiment, there might be a trigger to sell when all the bulge-bracket firms cover a stock. (Note that I'm *not* suggesting that smaller-firm sell-side or independent analysts can't be more "right" than the big boys, just that they by definition they reach fewer people who actually follow their advice (blindly or not). Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Oct 11 05:56 PM
    Small-Cap Growth: Analyst Coverage Discount? [view article]
    Well writen with brevity. Two thumbs up! Reply
  • commenter
    Oct 04 08:08 AM
    Jim Cramer's Mad Money In-Depth Stock Picks, Oct. 3 [view article]
    Ben:
    Thank you very much for the feedback. I have made the correction and apologize for the confusion.

    Miriam Metzinger
    Seeking Alpha
    Reply
  • commenter
    Oct 04 05:13 AM
    Jim Cramer's Mad Money In-Depth Stock Picks, Oct. 3 [view article]
    Cramer did NOT say "(A)lthough MOT and CSCO could overwhelm DivX...." He was speaking about Arris (ARRS), not DivX. He had just explained that Arris is a competitor of MOT and CSCO. Obviously, DivX is not. This should be corrected with "Arris" substituted for "DivX" in Miriam Metzinger's summary. Reply