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  • Intel: My Take On The Intel Investor Meeting [View article]
    Russ, thank you for selflessly sharing your invaluable expertise. I always look forward to reading your insights about Intel, and without your analysis it would be impossible for someone like me to make heads or tails out of the presentation.
    Nov 25, 2014. 07:53 PM | 1 Like Like |Link to Comment
  • Linn Energy (LINE -4%), like too many other MLPs, "has systematically implemented Ponzi-like strategies designed to capitalize on investor desperation for yield," SA contributor James Kostohryz writes. LINE has systematically distributed far more to unitholders than it has earned from operating activities, and management has long misled investors through unsound accounting techniques, he alleges. LNCO -3%[View news story]
    When you see the amount of buzz a re-publication of an already released article's headline provokes, is it any wonder they keep re-releasing this?
    Jul 12, 2013. 02:27 PM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    Thanks for a very illuminating article, Arnold. It is great to have such a knowledgeable expert contributing.
    May 20, 2013. 03:49 PM | Likes Like |Link to Comment
  • Intel: All Its Ducks In A Row [View article]
    Thanks, Russ, great piece. So, for us techno-nerds, what's the upshot here for Qcom?
    May 2, 2013. 10:30 PM | Likes Like |Link to Comment
  • Intel Continues To Prove Naysayers Wrong [View article]
    Thanks Ashraf for giving us non-techies a thoughtful analysis of INTC's situation.
    From a purely investment prospective, with a 4%+ dividend at this price, a PEG ratio of .84, PE of 9.9 vs QCOM's +19, ARMH's 78, and NVDA's 13.5, INTC is a compelling buy. I am long.
    Apr 4, 2013. 06:06 PM | Likes Like |Link to Comment
  • Constellation's Wine Is No Crown [View article]
    Jim, appreciate the excellent work you did on this company. You called it, bro!
    Feb 5, 2013. 10:12 AM | Likes Like |Link to Comment
  • Qualcomm: Aggressively Buy Dips [View article]
    Great article. Obvious technical expertise coupled with knowledge of investment principals is an awsome combo. Thanks for sharing your intelligent analysis.
    Jan 6, 2013. 07:46 AM | Likes Like |Link to Comment
  • Seadrill: Drilling For Cash? [View article]
    So what's the upshot here, Michael? Would you buy, or does it feel too risky and are there other better alternatives in the space?
    Nov 30, 2012. 02:18 PM | Likes Like |Link to Comment
1 Like