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whipsawKid

whipsawKid
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  • Sell Apple And Run Away? [View article]
    All you guys amaze me with the details and figures you quote. The numbers and fundamentals make my brain hurt, you would have to be a top accountaint to make sense out of them, and not only that most of them are fudged as most corps cook the books as much as they can. I stand back and look at the whole picture. Jobs and Wazzy started the co. it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade.Thats where you are all wrong. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genious even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once a parabolic shaped stock chart. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genious.
    Sep 8, 2012. 07:56 PM | 4 Likes Like |Link to Comment
  • Exxon Mobil Is Not A Great Choice [View article]
    Stop listening to Rush Limbaugh so much, there are no such thing as "environmentalists" or "rest of us"!! We ALL have an equal responsibility to protect the hand that feeds us and gives us life.
    Period!
    Jul 24, 2013. 09:01 PM | 3 Likes Like |Link to Comment
  • Gold Price Set To Resume Its Long-Term Upward Trend [View article]
    Good grief RbarPNW, the future of the US will be a total collapse?
    I can agree to this, only if we extend the future out many years, and past my lifetime. For now I see US coming back to be the worlds largest creditor again as we were when we found oil in Texas 1960-70s. People got used to lavish world power and rich lifestyles, and then they borrowed to keep it up after the oil went dry. Now US is the worlds largest debtor. But if we continue to increase energy production and exports, then we can actually pay off the debt and then some. Thats a far cry from total collapse. Look for inflation and growth ahead, but gold will be fickle as it always has.

    BTW, what did gold do in the 1970's? My charts dont go back that far.
    Mar 9, 2014. 09:16 PM | 2 Likes Like |Link to Comment
  • 3 Reasons To Avoid Freeport-McMoRan [View article]
    FCX seems to entering the oil arena from a risky perspective. The Jones well that is having trouble. I remember Motorola who was the best and one of the first makers of cell phones, and then look what happened to them after the Iridium Satellite system disaster. They lost $1 billion on that and never caught up. I have no idea how FCX will pan out in the end. I dont think they even do, but I think we need to be talking about what the risk is from this problem well, and whether it is priced into the stock.
    Jan 15, 2013. 08:39 PM | 2 Likes Like |Link to Comment
  • The Variance Between Apple's Intrinsic Value And Analyst Estimates [View article]
    I just dont see anything in this model about competition. Apple has invented completely new product categories. That is not likely anymore, so the future growth will be different from the past. What if you used this model on Nokia when the stock price peaked years ago? The Apple stepped in and made a better phone? In technology fields, things move fast and so does the stock price. No model can work for all companies all the time.
    Nov 12, 2012. 08:52 PM | 2 Likes Like |Link to Comment
  • "You’ve got to start with the cus­tomer expe­ri­ence and work back­wards to the technology," Steve Jobs once said. Tristan Louis is worried Apple (AAPL) is straying a bit from Jobs' philosophy, even as its engineering work remains top-notch. Apple's decision to release a MacBook Pro with a retina display before updating all its apps to support it is cited as an example, as is its decision to use a power adapter for its next-gen AirPort Express that's different from MacBook adapters. (yesterday) (also)  [View news story]
    dude, we dont think it will change the day after jobs died, or the year after. Business doesnt change like that. You are the same type that said we were NUTS if we said Nokia wouldnt be #1 forever. Now you would say we are nuts if we say Nokia wont go under. Nokia was #1 till AAPL came along. And when AAPL was at 12 you were a seller, correct? Well thats when we bought. Now we get ready to sell, because you are still buying. Rinse lather repeat.
    Jun 16, 2012. 09:52 PM | 2 Likes Like |Link to Comment
  • The FOMC Kept GLD From Falling Further [View article]
    Jellac, I couldnt disagree more. The purpose of the fed reserve was not to provide juice to an economy when its running fine. The purpose is much more along the lines of stimulating a crashing economy, and provide this emotional support to stop a crashing economy or one falling into deep recession. The US economy is not in recession, and hasn't been in many years, and rates should reflect that( between 2% and 4%). If this were true now, then there would be room to act to prevent a recession (reduce rates to zero). Because of weak cowards on the fed board, they put the US economy at great risk of even greater recession/depression should a scary event occur.
    Thank god it hasn't...yet.
    Dec 19, 2014. 08:04 PM | 1 Like Like |Link to Comment
  • Can Long Run Exploration Sustain Its 30% Dividend Yield? [View article]
    Baren, yu misunderstand. I mean buy to own. Own more companies and grow profits. For example, Porshe used to be a kind of offshoot of VW. Now after 50 years of buying VW stocks(when its at a good value) every employee at VW now works for Porshe, or very close to it.
    Dec 18, 2014. 11:57 AM | 1 Like Like |Link to Comment
  • Can Long Run Exploration Sustain Its 30% Dividend Yield? [View article]
    Also, everyone says a "stock buyback". If the whole industry has been hit, why wouldnt the smarter companies buy the competitors stock (that is of course "IF THEY ARE REALLY CHEAP in their opinion"). If they arent, it may be too early.
    Dec 13, 2014. 05:21 PM | 1 Like Like |Link to Comment
  • Can Long Run Exploration Sustain Its 30% Dividend Yield? [View article]
    "Everyone is expecting a div cut -"
    That Disturbs me in a way if true. Just reminds me of the wall street practices in "The Wolf of wall street", first seen; at lunch he says: "We dont give a d#mn whether the stock goes up down sideways or in circles, we are here only to separate the clients cash from the client" When any company cuts a dividend they are either saying 1. we are totally dishonest and never plan to give you an honest dividend return for your retirement needs or 2. we screwed up really bad in all of out analysis and forecasts and in effect totally incompetent.

    I see no one mention the investors who bought much much higher - counting on the dividend.
    Dec 13, 2014. 05:10 PM | 1 Like Like |Link to Comment
  • Exxon Mobil Is Not A Great Choice [View article]
    Build, actually, you are not far off. The faster they remove the gas, and get the world invested into using/depending on it, then they say "oh, its going to run out very soon, we didnt realize it." Then the price goes up. My guess is this is what XOM is planning.
    Jul 24, 2013. 08:59 PM | 1 Like Like |Link to Comment
  • A Low Volatility Way To Play The Natural Resource Sectors [View article]
    Very good article and discussion guys. I have been looking at this fund and many others and it looks like they tend to go down in price over the years, ending up with 2% returns as George pointed out. Just how does that happen? Are they selling stock shares to pay the dividend? It is not very respectable for them to say "Oh we invest in these good companies (which we all know go up in price) then we pay you the large dividend on top of it."
    May 14, 2013. 10:57 PM | 1 Like Like |Link to Comment
  • "We think that Apple could be on the brink of driving a major leveraging up," writes JPMorgan's Mark Moskowitz in a voluminous note defending the stock. He believes the company will take on $15B-$20B in debt and bump the dividend yield to 4%. As far as operations, Moskowitz expects an earnings beat this quarter and upward pressure on estimates for 2013. AAPL +0.9% premarket. [View news story]
    I cant believe how many idiots are still holding AAPL. The first rule of investing is dont marry your stock. You are only renting them. I still have no bottom in sight on AAPL on my charts, and once that bottom is hit, I doubt it will rise more than Nokia, Samsung, Rimm, or Motorola. They are all equals now, in a very volatile, unstable fast tracking business. If you are a long term holder, buy XOM or GE etc.
    Apr 18, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • Apple: Time For Shock And Awe [View article]
    I totally agree. A few words you wrote worth 50 times all the verbal diarrhea the author wrote!!!!
    Mar 7, 2013. 10:26 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy Offers 9.4% Yield, Paid Monthly [View article]
    I think the comment was the "stock" was risky. Not the company.
    Any fossil fuel company which has good mngmnt should be around till the reserves run out.
    However, with Natural gas (UNG) price at 20, compared to 130 just 3 years ago, and expected to remain low for the foreseeable future, those charts posted above also show a declining trend.
    I dont understand the dividend. Last week it was 6.7%, now it is 9.4?
    What will the divi be when stock price hits 2.00? If they lower it to 7% again, then those who bought it at 5 will be earning 3%? Right?
    Thats what the risk is - stock price and dividend changes.
    Nov 14, 2012. 08:44 PM | 1 Like Like |Link to Comment
COMMENTS STATS
40 Comments
26 Likes