Seeking Alpha

scl1973

scl1973
Send Message
View as an RSS Feed
View scl1973's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Shares Are Undervalued By Over 50% [View article]
    Wow - where are the bears. Where are the "technicians" calling for the pullback under 500. Hear the crickets?

    So tired of the morons who constantly want to get face time because they have some insight as to why AAPL is going down - or my favorite of the constant rhetoric about "law of large numbers".

    So, to you bears. Sit down on a long comfortable couch and let me counsel you.

    Stop being an AAPL hater and buy some!!! Before it is to late. Because if you wait too long, it's gonna be to late and we are going to have to hear more crap out of your mouth about the next "correction"
    Apr 25, 2012. 11:04 AM | 1 Like Like |Link to Comment
  • EOG's New Oil Sources Will Make You Money Now [View article]
    Excellent article. I absolutely disagree with your first commenter that the stock is overpriced. Actually, it is underpriced by at least 30 points. Stock has been dragged down lately by macro but also by revenue acceleration slowing in the first two quarters here as explained by Papa in the earnings call. Eagleford alone is worth more than the company and this company is printing cash. And the beauty, natural gas is a perfect hedge for this company as soon as it recovers in a year or so. Get in now or it will be too late. Earnings will also be a catalyst to get the bears out like your first commenter.
    Apr 25, 2012. 08:57 AM | Likes Like |Link to Comment
  • EOG Resources Is A Solid 'Buy' Candidate [View article]
    Kudos to you as well as your first commenter. I could not agree more and I also find the North Sea property interesting with production coming on first quarter 2013. This in my mind, is the play. Also, some of the criticism was the funding gap for this years capex. Wonder how much help crude at these levels would help reduce that. 105-107 is seeming stagnate for a little while longer.
    Mar 27, 2012. 11:55 PM | Likes Like |Link to Comment
  • EOG Resources: Great Long-Term Option Value [View article]
    Great perspective and I couldn't agree with you more. I also agree in terms of the companies natural gas exposure being a great hedge, especially with more chatter about natural gas consumption infrastructure moving forward. I continue to look at other plays, (CLR, OAS, MRO) but I just don't see where else to play but EOG due to its exceptional positioning. Also think Argentina will be a great catalyst third quarter. Keep on putting that good stuff out there!

    I also agree that Papa is awesome and he will be missed. I think he wants to stay on until the North Sea production kicks in beginning of 2013. Also, once the technology accelerates the recovery factor (which is getting better and better) for Eagleford, EOG should double the 1.6B in that play. If Papa gives EOG that (and he will), he deserves his retirement as one of the best ever in the profession.
    Mar 18, 2012. 10:11 AM | Likes Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    Same old same old. This author was blabbing about AAPL falling to $470.00 due to his same analysis "theorems" a month ago. Again, someone who has obviously absolutely missed AAPL and is pissed at those who didn't.

    Hey, let's cut out the brokerage and how about if you short my shares directly. Let me know!!!
    Mar 18, 2012. 09:53 AM | 3 Likes Like |Link to Comment
  • 3 Things Not To Overlook From Disney's Earnings [View article]
    Excellent. Seems to me with the UTV acquisition they continue to add to a huge library now with more international exposure. I'm long and will continue to accumulate and your article makes me feel even more comfortable with this strategy. Thanks!
    Feb 20, 2012. 11:27 AM | Likes Like |Link to Comment
  • EOG Resources' CEO Discusses Q4 2011 Results - Earnings Call Transcript [View article]
    I think EOG needs to continue to do exactly what they are doing and it will be a dynamo regardless. Papa is awesome and I am gonna be sad to see him ago. I hate to agree with Cramer - but if you do the math especially with the recent reserve raise which I am sure Cramer will gush over next week, this company has to be on somebody's radar as a takeover.
    Feb 19, 2012. 10:22 PM | 1 Like Like |Link to Comment
  • Expecting Apple to Pull Back To $450 Before Going To $700 And Beyond [View article]
    Ok, ok - I will check out your articles. I primarily trade options as well but deep in the money.
    Feb 19, 2012. 10:12 PM | Likes Like |Link to Comment
  • Expecting Apple to Pull Back To $450 Before Going To $700 And Beyond [View article]
    And one last thing Kim - stop trying to point me to your article for a page view. That is really tacky. I've been trading AAPL beautifully for the last 4 years and if I get nervous I will collar them. However, I am definitely not there yet.

    AAPL fanboy
    Feb 19, 2012. 10:09 PM | 1 Like Like |Link to Comment
  • Expecting Apple to Pull Back To $450 Before Going To $700 And Beyond [View article]
    Sorry - almost missed that "pullback is inevitable" comment. I think a lot of investors where chanting that same inevitability 50 points ago after its minor gap up after earnings. I can't wait for the inevitable pullback - maybe once AAPL gaps up after I-Pad 3 it will be the perfect time for another inevitable pullback.

    Sigh. Nothing new.

    Signed, APPL fanboy.
    Feb 19, 2012. 09:56 PM | Likes Like |Link to Comment
  • Expecting Apple to Pull Back To $450 Before Going To $700 And Beyond [View article]
    I don't think anyone is saying that it will straight line up and up and up. However, considering the multiple it is currently fetching and the near term and mid term catalysts I would be weary of shooting a bottom number, especially $450.00 as by the author. After the last earnings beat, the stock really did not have that much of a gap up and really did not start getting frothy until it hit $526.00 which is likely due to the options action.

    But yes, I am an AAPL fanboy. And also, let me guess. Your aren't long in it and you would love it if the technicians were right. Right?

    But if it does, straight line up - I am sure you and I will be having this conversation when we are touching $600.00 a week after dividend announcement.
    Feb 19, 2012. 09:51 PM | 1 Like Like |Link to Comment
  • Expecting Apple to Pull Back To $450 Before Going To $700 And Beyond [View article]
    Long sigh..... Again, and this is getting so tiresome. The constant AAPL bears who just can't stop with the "pull back" talk. The constant pointing at the chart as it has "broken out" to far above the moving day averages and here come the profit takers!!

    Instead of me putting up the bull case (i.e. stupidly undervalued enterprise value, new institutional investors reducing the float with dividend announcement), I would rather offer this to the bears:

    We are all sorry you missed AAPL. Sorry you didn't buy a long time ago. I know you want it to go down. Doesn't means its going down to whatever number you only wish you could get it at... like $450.00.

    Sigh.
    Feb 19, 2012. 08:39 PM | 4 Likes Like |Link to Comment
  • Apple: A China Syndrome That Could Explode [View article]
    I personally think of much of the constant bear sentiment - especially the constant "wait for the pull-back" is getting tiresome. I am finding that there are just a lot of AAPL haters who have missed the boat and have probably gotten stung on stupid out of the money calls - especially the "Reversal" last week. They can't trade it. So do what the Author suggests which I myself do - buy some deep in the money LEAPS and stop trying to trade around it. Let this stock trade into a normal multiple and with ridiculously robust growth. Also, I certainly agree with the author that the dividend announcement is going to bring in higher bids from the income institutional investors. Also going to reduce more of the float. Boy does AAPL look good. But of course - I can hear it as the haters respond, in that whiny, envious, contrarian voice - "but sentiment from the analysts and retail investors is high - it's gotta topple". Shut up and look at the fundamentals.
    Feb 19, 2012. 07:55 PM | 1 Like Like |Link to Comment
  • Eric Savitz's advice to everyone shocked over Apple's (AAPL) rare earnings miss: Don't panic. He believes the company line that customers were holding back on buying new iPhones in anticipation of the next version. Don't overlook that Apple also provided bullish Dec. quarter guidance, as people snap up the iPhone 4S. Can you say buying opportunity? AAPL -6.7% AH.  [View news story]
    Yet again, AAPL continues to rock. The weak holders and the fast money are getting scared out which is good. Now that cash is at 81 Billion, the enterprise value of this company is ridiciously undrevalued. I'm sitting on plenty of Leaps on AAPL. Let the traders whine about the day to day price action. Year from now, AAPL will be sitting close to at least $110 Billiion in cash. No way multiple stays this low. I'm loading up.
    Oct 18, 2011. 11:50 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
44 Comments
66 Likes