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scl1973

scl1973
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  • Apple: Addressing The Elephant In The Room [View article]
    C'mon people. Author is absolutely right. Sorry guys, there is no way that interest rates are staying flat. Asinine not to embrace this opportunity.

    What an opportunity!!! It's called cheap leverage and the ability to reduce the float is exactly what Apple needs. The author is using math to support his logic. Beautifully done.

    Before I go on, I must pause in wonderment of the hatred of Icahn by many commenters. Stop empowering him in your own mind. His idea is not exactly brilliant nor did he discover it. Other money managers who can do simple math figured it out as well based on really a simple premise of buy low and sell high so should you. People are just caught up in Icahn and his reputation. Icahn is trying to win and he is using his public influence. Just like many of us who attempt to on Seeking Alpha every day. If his life goal is one trillion in net worth... who cares!! I spend my life time on the market to make money. Don't you?

    Ok, back to buy low sell high. When your future cash flow is deeply discounted and the cost of capital is also extremely low, your best investment is in yourself. It's the best of both worlds.

    If debt scares you, If anything, borrow now, buy back stock mechanically. Wait a couple of years and do a secondary. Wow - buy low, sell high.

    Finally, reducing the float will take the weak money managers out of Apple and will offer more protection to retail who believe in this company but were broken by the run down. Bears have made gobs of money feeding of the momentum due to negative emotion of retail and the money managers made uncomfortable after huge run-ups causing a natural lack of diversification and need to divest.

    Its time to award the long time bulls. Excellent article by the author. I am looking forward to more of your work!
    Nov 29 09:31 AM | 2 Likes Like |Link to Comment
  • OPKO Health Inc. And Rayaldy [View article]
    As to your shares from the merger, I spoke with the transfer agent and apparently for many cases Israel is asking for more information. I'm certainly not in that much of a hurry but the agent I spoke to at Phoenix was helpful. They asked for my brokerage statement and I will update how long it takes from there.
    Oct 15 01:57 AM | Likes Like |Link to Comment
  • Has The Future Changed That Much For Tesla Motors? [View article]
    Uncle - I couldn't agree more. I think the author probably covered although he has no position now. He still can't get over this bear nightmare.
    May 12 03:26 AM | 5 Likes Like |Link to Comment
  • Has The Future Changed That Much For Tesla Motors? [View article]
    I assume everyone here remembers the parabolic rise of AAPL. TSLA is an innovator with a genius CEO that is a game changer. Sound familiar. Model S smells alot like the iphone in terms of being a game changer. Sure, the stock has popped huge. The bears are getting rocked and it is about time. Musk has figured it out. After the X, they will be coming with a much more economic car in the 40k range. Sorry author. You missed the whole point by picking at the scraps.
    May 12 03:22 AM | 11 Likes Like |Link to Comment
  • 5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
    Mr. Hart. As always stellar! Seemed like Igor must have taken your points from your article before his interviews on CNBC and Bloomberg. Please continue to feed us with analysis as it continues to support my new found conviction in this wonderful company. If only I had traded out on your July piece about Apple!

    Mr. Market is in my opinion stupidly bidding down DIS which I have used as my opportunity to leverage into as many calls as my allocation principles can take. Saw that the SA editors deemed your article an Editor's Pick which I give congratulations. Management certainly recognizes your abilities as I can only assume that the SA community will soon recognize you as the DIS guru and a top notch contributor.

    You nailed it!

    Thanks
    Feb 8 01:27 AM | 1 Like Like |Link to Comment
  • ACADIA Making A Strong Case For A Long-Term Investment [View article]
    Now even Cramer is getting on. This company has incredible technology and will prove a blockbuster and I can't imagine it not being acquired soon. I would actually prefer they do an additional phase three as it will likely give more time to accumulate (just me being selfish) and perhaps delay the inevitable takeover.
    Jan 29 01:49 AM | Likes Like |Link to Comment
  • Apple's CEO Discusses F1Q 2013 Results - Earnings Call Transcript [View article]
    The street obviously wanted much more that what AAPL provided. This was supposed to be the quarter that shut the bears up with all of the "wow" factor products hitting the consumer. The street did not get this and now the perception is that AAPL is the next stagnate mega cap tech stock. That is why the sell off continues until the street lets go of AAPL as a growth stock and accepts it as a value stock, the bottom is gonna have a 3 handle on it in my opinion. Not to mention that the retail investor has been in large part destroyed by this company. Of course shareholder protections like increased buyback is one defense but the arrogance of management will not allow this to happen. I am so sick of hearing Oppenheimer state that the board is always considering increased dividends and buybacks for the benefit of its shareholders. Such bs. BTW - he has got to be the worst CFO out there. I think it is a breach of duty to take cash and invest in basically zero coupon investments. What does this guy do all day?
    Jan 24 12:29 AM | 1 Like Like |Link to Comment
  • Bad Apple -- Likely Less Than Appealing Earnings [View instapost]
    There is no doubt that AAPL has lost it. Considering that I am absolutely out, your article certainly reaffirms how much AAPL is on the long term down trend.
    Jan 15 04:21 PM | 1 Like Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Reminds me of watching "shark tank" a couple of weeks ago where a couple of moron business finance students tried to lecture the sharks on business. I am a full time practicing lawyer and my rule of thumb when interviewing associates that as soon as they begin lecturing me on the law in my field I put a big red x through the resume. Sorry, law school or the "Xavier" MBA program does not make you in any way an expert. Period.
    Dec 17 08:31 PM | 1 Like Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    I agree Positive Equity. I wonder if this guy did an ounce of study reading other info on SA regarding AAPL. I actually feel more retarded after reading it and Mr. Market already does that on a daily basis.
    Dec 17 08:24 PM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    This article from an MBA student (please note absolute sarcasm) is about as helpful as the moronic call by Citi in terms of downgrading AAPL 20 days after initiating at a buy. I guess I can take from this article and Citi the following:

    1) Do not give an ounce of relevance to an MBA grad student who thinks that is historical analysis that he learned from a class case study matters; and
    2) Never take a call from Citi's wealth management department which are almost as annoying as Zacks.

    I love the fact that I've been able to double down on AAPL at todays price point. Can't wait for 2013 and we are out of the capital gains sell off on AAPL.
    Dec 17 08:13 PM | 3 Likes Like |Link to Comment
  • Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
    biothoughts - awesome. I actually printed off your comments and charted it on my calendar and then I went ahead and set some buy orders for CELG. You are the man.
    Nov 14 09:12 PM | Likes Like |Link to Comment
  • It's Time To Buy Back Celgene On Abraxane [View article]
    Appreciate the article. I think the latest macro troubles have really kept CELG subdued and is a great opportunity. The indication of the phase III results for pancreatic lead me to believe that Abraxane will soon be a billion dollar a year drug in 2014 which makes this stock stupid cheap. Not to mention that investors have left Revlimid as a front line treatment for dead since the European withdrawal, the metrics get even cheaper. I agree that the time is now. I certainly enjoy trading, but with CELG I love just owning it and continuing to accumulate. Don't even feel comfortable with selling calls. I'll let the buyback act as my hedge which management is brilliant at btw.
    Nov 14 09:07 PM | Likes Like |Link to Comment
  • Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
    Thanks for the article. I hope that the editors did not sit on it as the release by Celgene of its positive results after the bell Friday are not mentioned herein. Perhaps you can offer a little more insight now that we know that it does increase survival rate in pancreatic cancer. Would you consider Abraxane to possibly be as much of a blockbuster as Revlimid considering this positive news? Any insight into any other applications for Abraxane? After hours saw a very nice bump which is certainly a nice weekend gift for myself and fellow longs especially considering price action post earnings coupled with the fiscal cliff whining.
    Nov 11 04:52 AM | Likes Like |Link to Comment
  • Apple: Take The Money And Run (Part 2) [View article]
    Same old same old. Another AAPL doom-sayer. All these AAPL shorts are so obvious as well as predictable. Price action has admittedly been awful since early September but there has been no fundamental change other than absolute morons like Doug Kass and this author trying to pile on.

    I have spent this weekend in NYC and it is incredible as to the number of people I see glued to an I-Phone, I-Pad or MacBook. Occasionally you see someone with a Samsung but it is very far and few in between. I have never felt better being an AAPL shareholder as I do right now. It boggles the mind to think of the revenue AAPL is deriving from each of these users.

    Finally, on Samsung. I love the haters who constantly puff about how the 5 is a catch up to Samsung. This copy cat artist actually considers a bigger screen as innovative. Not to mention spouting about the ability to tap phones and share playlists. Are you kidding me!!? Is this the leap and bound that Samsung is actually attempting to claim as the "next big thing already being here." Almost as pathetic as the shorts (like this author) who are using this weakness as an "I told you so" - hence the reference to this being Part 2.

    I know, I know. Margins are going down and the huge base of AAPL users are going to chuck the I-Phone in the trash and obtain a Nokia or a Droid. Sigh. Getting so old and so obvious. Almost as pathetic as Samsung's "innovation"
    Oct 14 04:35 PM | 1 Like Like |Link to Comment
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