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sheeple2012

sheeple2012
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  • The Resurrection Of TVIX [View article]
    Yes it's a mathmathical fact any 2 or 3x ETF will decay over time relative to what it's tracking... your guy has a great trade there but they are hard to borrow i thought?...
    Dec 19 08:46 PM | 1 Like Like |Link to Comment
  • Amazon.com's Investment In Fulfillment Can't Be Much Slower [View article]
    Another saying is when TSHTF you may not have time to put on your foul weather gear
    Dec 19 07:00 PM | 2 Likes Like |Link to Comment
  • Following a "prolonged post-Cyber Monday lull," U.S. holiday season e-commerce sales are only up 13% Y/Y, says comScore - that's below a prior forecast of 17%, in spite of 28% Black Friday growth. Recent ChannelAdvisor data also points to a slowdown for Amazon (AMZN), eBay (EBAY), and others. The numbers come as RBC lifts its PT on Amazon to $300 on a belief (similar to Bernstein's) the company's fulfillment spending binge is ending, and that 2013 free cash flow could amount to $13.44/share. (previous[View news story]
    Shades of CRM... when analysts start talking about FCF it's usually a red flag!
    Dec 19 06:57 PM | Likes Like |Link to Comment
  • Amazon.com's Investment In Fulfillment Can't Be Much Slower [View article]
    Yes the biggest issue for AMZN bulls is that they somehow think AMZN will one day put the pedal to the metal and start increasing their margins... fact is this will never happen both for the reasons mentioned above re: fulfillment/warehouse costs... and by the nature of price competition on the internet... yes they will continue to grow rev's (maybe not as much as some hope as evidenced by todays report of only 13% y.o.y. growth in holiday e-commerce!!) but they will never be able to raise gross or operating margins much if at all... even in the cloud they have recently announced drastic price reductions to stay competitive/ gain share
    Dec 19 06:49 PM | Likes Like |Link to Comment
  • Apollo Group: The Turnaround Story Of 2013 [View article]
    Agree - many of these stocks are way oversold... I prefer ESI, but APOL is also a good value here.
    Dec 19 05:19 PM | Likes Like |Link to Comment
  • More on Housing Starts: Up 25% Y/Y, we're just getting started, writes Bill McBride, noting this year's total of about 770K is less than half the average from 1959-2000. Last time McBride checked, residential investment and housing starts are the best leading indicators for the economy, and their improvement suggests no recession for the next couple of years. [View news story]
    yes - housing will lead us out of this recession for sure! I'm headed to Home Depot right now...
    Dec 19 03:42 PM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    thanx bro- next time try to give me a heads up BEFORE the 30% haircut...
    Dec 17 06:20 PM | 11 Likes Like |Link to Comment
  • Good for a laugh amidst the rush of 2013 predictions is New York magazine's collection of 2008 forecasts (via). "Buy some of the most beaten-down stocks, including those of giant financial institutions such as Lehman Brothers, Bear Stearns, and Merrill Lynch." [View news story]
    Ben Stein might have written the article... somehow this clown is still on the tube...
    Dec 15 08:59 PM | Likes Like |Link to Comment
  • ETF In Focus: DIA [View article]
    actually the first move was UP at 12:30
    Dec 12 04:09 PM | Likes Like |Link to Comment
  • Pronouncing itself "unapologetically bullish," Merrill Lynch has a 1600 target on the S&P 500 next year. The key will be a strengthening economy once the U.S. gets past the cliff worries. Combine better growth with a still-easy Fed, and you'll also get $2k gold, says Merrill's commodity team. [View news story]
    I'm calling my broker tomorrow a.m. - get me IN!

    On Deck: Joseph Abby Cohen with a 1650 target...
    Dec 12 04:05 PM | Likes Like |Link to Comment
  • The Fed releases its latest economic projections: The central projection for unemployment in 2015 is 6%-6.6%. Given the earlier FOMC decision to target a UE rate of 6.5% for rate hikes, it suggests the Fed sees tighter policy maybe beginning then. Nowhere to be found in the outlook is an inflation rate rising to 2.5% - also a level at which the Fed says tightening may be required. [View news story]
    Pure comedy at its finest!
    Dec 12 02:14 PM | 1 Like Like |Link to Comment
  • Topeka's Brian White says the Apple-dependent Taiwanese suppliers in his "Apple Monitor" collectively saw a 15% M/M sales increase in November. That's well above the 4% averaged over the last 7 years, something White attributes to the strength of Apple's (AAPL -0.6%) fall product refresh. The Apple uber-bull reiterates a Buy and $1,111 PT. (previous[View news story]
    Dell also had a blowout 4Q in 2004...then the stock went from 42 to 9
    Dec 10 05:50 PM | Likes Like |Link to Comment
  • Market recap: Stocks recovered from a day of D.C. finger-pointing for not making substantive offers to solve the fiscal cliff, as the Dow closed above 13K for the first time in three weeks. Markets have remained remarkably calm despite daily media hype over the cliff, and some see good times ahead for stocks despite the details of any eventual deal. NYSE gainers led losers five to two. [View news story]
    "recovered" from down 15 on the Dow and 0.75 S&P handle... lol thank goodness!
    Nov 29 04:34 PM | Likes Like |Link to Comment
  • “I think it’s becoming increasingly apparent that we won’t get a deal in time for the January deadline,” says CNBC's Jim Cramer. Claims by the President and Speaker Boehner about a deal getting done by Christmas are just "a lot of hot air." Partisan differences are getting worse, not better, Cramer warns, so get ready, because our lawmakers are about to send us over the fiscal cliff.  His recommendation: Sell your big gainers by the end of the year and "save a ton" on taxes. [View news story]
    If Cramer's getting bearish, it's time to get bullish... as hard as that is for me to admit...
    Nov 28 08:36 PM | 8 Likes Like |Link to Comment
  • More on Amazon Web Services: Amazon is countering Google's cloud storage price cuts by announcing 24%-27% cuts for its S3 storage service. The company is also partnering with NetApp (NTAP) to deliver "hybrid" clouds leveraging NetApp's gear and AWS' computing and storage services. VP Andy Jassy claims AWS now serves hundreds of thousands of customers, and that S3 stores 1.3T objects (up from 1T in June). No details on revenue, as usual. The AWS re: Invent conference ends tomorrow. (Tuesday[View news story]
    should be great for their margins going forward!
    Nov 28 04:05 PM | Likes Like |Link to Comment
COMMENTS STATS
203 Comments
328 Likes