globethink's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1078638/comments http://seekingalpha.com/article/1447621/comments?source=feed#comment-19057711 19057711 New investers to stocks should move slow and look for dividend paying stocks or ETF's with good yield.
Old investers should look to take some profits or continue holding.
Longterm investers should continue to dollar cost average or just hold.

Buy low...sell high.
Trying to time the exact top or bottom can be costly.
As in horse shoes, close counts.]]> Mon, 20 May 2013 23:46:08 -0400 New investers to stocks should move slow and look for dividend paying stocks or ETF's with good yield.
Old investers should look to take some profits or continue holding.
Longterm investers should continue to dollar cost average or just hold.

Buy low...sell high.
Trying to time the exact top or bottom can be costly.
As in horse shoes, close counts.]]> http://seekingalpha.com/article/1141331/comments?source=feed#comment-14338171 14338171 I am long FWLT for several years.Went through a reverse stock split then a regular 2-1 split. Still haven't made any profits. Like the company and what it's doing.]]> Tue, 29 Jan 2013 23:47:14 -0500 I am long FWLT for several years.Went through a reverse stock split then a regular 2-1 split. Still haven't made any profits. Like the company and what it's doing.]]> http://seekingalpha.com/article/1117951/comments?source=feed#comment-14117071 14117071 Thu, 24 Jan 2013 16:31:44 -0500 http://seekingalpha.com/article/1130781/comments?source=feed#comment-14110481 14110481 One mistake I noticed is that Carmax was being traded before 2002.I bought some in 2000 when all analyst had either a sell or no interest.Investors Business Daily had it ranked at the bottom of their stock universe. It was considered a penney stock most had discarded.Of course,this info.was found after I bought.
Today,Carmax is part of the S&P 500 and still growing.The company is opening new stores as it continues to gain market share.
All the numbers crunching in the world could not have predicted the move the stock has had since 2000. What do the numbers tell you now? I see you don't own the stock.
After taking some profits,I will continue to own shares of Carmax as a "house money" play,because I think Carmax, will at some point, own at least 10% of the used car market.
With that 10% figure in mind Carmax can grow revenues 4 times higher than today's annual sales. When exactly this will happen?
I cannot tell you. What I can tell you is that since 2000 this stock has been my portfolios best performer.]]> Thu, 24 Jan 2013 14:15:47 -0500 One mistake I noticed is that Carmax was being traded before 2002.I bought some in 2000 when all analyst had either a sell or no interest.Investors Business Daily had it ranked at the bottom of their stock universe. It was considered a penney stock most had discarded.Of course,this info.was found after I bought.
Today,Carmax is part of the S&P 500 and still growing.The company is opening new stores as it continues to gain market share.
All the numbers crunching in the world could not have predicted the move the stock has had since 2000. What do the numbers tell you now? I see you don't own the stock.
After taking some profits,I will continue to own shares of Carmax as a "house money" play,because I think Carmax, will at some point, own at least 10% of the used car market.
With that 10% figure in mind Carmax can grow revenues 4 times higher than today's annual sales. When exactly this will happen?
I cannot tell you. What I can tell you is that since 2000 this stock has been my portfolios best performer.]]> http://seekingalpha.com/article/1117951/comments?source=feed#comment-13901791 13901791 They have announced a plan to build natural gas stations in WV.,PA. and Ohio along I-79 corridor.]]> Fri, 18 Jan 2013 23:07:45 -0500 They have announced a plan to build natural gas stations in WV.,PA. and Ohio along I-79 corridor.]]> http://seekingalpha.com/article/1112211/comments?source=feed#comment-13758331 13758331
One can sell a portion of the holding to where fees are more acceptable and continue to make money with this winning ETF.
Perhaps then you can buy individual stocks with your profits.
This will help to cushion the blow, if you pick the wrong stock, by still having a sizable investment in your ETF.
Managing risk, in itself, can be a good investment.]]> Tue, 15 Jan 2013 20:48:15 -0500
One can sell a portion of the holding to where fees are more acceptable and continue to make money with this winning ETF.
Perhaps then you can buy individual stocks with your profits.
This will help to cushion the blow, if you pick the wrong stock, by still having a sizable investment in your ETF.
Managing risk, in itself, can be a good investment.]]> http://seekingalpha.com/article/1090971/comments?source=feed#comment-13258621 13258621 Even still,the market is big enough for many companies just as retail gas stations have many companies.Any of the large integrated oil companies could buy out CLNE in a heartbeat.
Which scenario will play itself out is anyone's guess.
How will the public/lawmakers react if/when a few of these NGV,or infrastructure, are involved in accidents and the tanks/pumps/pipelines explode;like what recently happened to a Kentucky pipeline? ]]> Thu, 03 Jan 2013 10:58:06 -0500 Even still,the market is big enough for many companies just as retail gas stations have many companies.Any of the large integrated oil companies could buy out CLNE in a heartbeat.
Which scenario will play itself out is anyone's guess.
How will the public/lawmakers react if/when a few of these NGV,or infrastructure, are involved in accidents and the tanks/pumps/pipelines explode;like what recently happened to a Kentucky pipeline? ]]> http://seekingalpha.com/article/1090971/comments?source=feed#comment-13243901 13243901 With the stock(not company) CLNE I like to make a bet it goes up in the longterm and just put it in my portfolio and take a ride up,down, all around. Committing it to a 1%-2% initial position. It is tempting to add more or sell some depending on the direction it is moving.My decision was made when I bought back in March 2011.
I like the story and believe it is a quality high risk play.I can wait forever to see how it all plays out. My intentions are not to lose money,therefore I won't hessitate to sell and walk away if neccesary.So far, about even.
I am long (http://bit.ly/HI97wd)]]> Wed, 02 Jan 2013 22:22:41 -0500 With the stock(not company) CLNE I like to make a bet it goes up in the longterm and just put it in my portfolio and take a ride up,down, all around. Committing it to a 1%-2% initial position. It is tempting to add more or sell some depending on the direction it is moving.My decision was made when I bought back in March 2011.
I like the story and believe it is a quality high risk play.I can wait forever to see how it all plays out. My intentions are not to lose money,therefore I won't hessitate to sell and walk away if neccesary.So far, about even.
I am long (http://bit.ly/HI97wd)]]> http://seekingalpha.com/article/1058501/comments?source=feed#comment-12505991 12505991 Tue, 11 Dec 2012 23:07:34 -0500 http://seekingalpha.com/article/1041421/comments?source=feed#comment-12275041 12275041 Wed, 05 Dec 2012 10:59:55 -0500 http://seekingalpha.com/article/1041421/comments?source=feed#comment-12252331 12252331 He is from my hometown. I think I will use that one.
What he says,
sure does make sense.]]> Tue, 04 Dec 2012 17:45:35 -0500 He is from my hometown. I think I will use that one.
What he says,
sure does make sense.]]> http://seekingalpha.com/article/1034141/comments?source=feed#comment-12127231 12127231 I am still long (http://bit.ly/MJuMmH) at $24 per share. Some of you like (http://bit.ly/Pr9eye). Any opinions on Interdigital Tech.? The stock briefly hit $70 per share on buyout(patents) rumors,however, I was too slow to sell, and it has corrected since. They sold some patents and the balance sheet looks terrific.]]> Fri, 30 Nov 2012 15:54:27 -0500 I am still long (http://bit.ly/MJuMmH) at $24 per share. Some of you like (http://bit.ly/Pr9eye). Any opinions on Interdigital Tech.? The stock briefly hit $70 per share on buyout(patents) rumors,however, I was too slow to sell, and it has corrected since. They sold some patents and the balance sheet looks terrific.]]> http://seekingalpha.com/article/1034141/comments?source=feed#comment-12071831 12071831 MIPS). I originally bought in 2000 at $26 per share,rode it down and wrote it off.
I then got in at $2 in which I was able to recoup my losses.

i.e. survivor of the tech bubble.]]> Thu, 29 Nov 2012 10:39:55 -0500 MIPS). I originally bought in 2000 at $26 per share,rode it down and wrote it off.
I then got in at $2 in which I was able to recoup my losses.

i.e. survivor of the tech bubble.]]> http://seekingalpha.com/article/1034141/comments?source=feed#comment-12056671 12056671 I lost most of my gains even after it got bought out by Oracle.]]> Wed, 28 Nov 2012 21:40:39 -0500 I lost most of my gains even after it got bought out by Oracle.]]> http://seekingalpha.com/article/1034141/comments?source=feed#comment-12056541 12056541 One question: What is your position in ARM? Short, I guess.
I have been long in ARM and MIPS for many years.
Just sold MIPS.(cost $2 per share)Previously sold some around $15 and let the rest ride.
With ARM, took some profits at $18 and just let the rest ride.
Just today, decided the time to get out will be $30 or $40, whichever comes first. Of course, if it wants to run through $40, maybe I can adjust those figures.(cost $5 per share) ]]> Wed, 28 Nov 2012 21:32:56 -0500 One question: What is your position in ARM? Short, I guess.
I have been long in ARM and MIPS for many years.
Just sold MIPS.(cost $2 per share)Previously sold some around $15 and let the rest ride.
With ARM, took some profits at $18 and just let the rest ride.
Just today, decided the time to get out will be $30 or $40, whichever comes first. Of course, if it wants to run through $40, maybe I can adjust those figures.(cost $5 per share) ]]> http://seekingalpha.com/article/894611/comments?source=feed#comment-11683531 11683531
While arriving at a value price of $2 it must be noted revenues have increased from about 10bil. in 2003 to close to 50bil. today. So it's only fair to multiply the $2 share price 5x to $10.

In conclusion; I would estimate (VALE), a value stock as it was in 2003, at about $10 per share.]]> Fri, 16 Nov 2012 10:22:13 -0500
While arriving at a value price of $2 it must be noted revenues have increased from about 10bil. in 2003 to close to 50bil. today. So it's only fair to multiply the $2 share price 5x to $10.

In conclusion; I would estimate (VALE), a value stock as it was in 2003, at about $10 per share.]]> http://seekingalpha.com/article/894611/comments?source=feed#comment-10123331 10123331 It doesn't mean the stock is a buy or sell.
More importantly,I think,is the boom cycle for commodities for the past 10 yrs. Will it continue? These cycles can have a 20yr. lifespan.]]> Wed, 03 Oct 2012 13:06:08 -0400 It doesn't mean the stock is a buy or sell.
More importantly,I think,is the boom cycle for commodities for the past 10 yrs. Will it continue? These cycles can have a 20yr. lifespan.]]> http://seekingalpha.com/article/894611/comments?source=feed#comment-10122871 10122871 A boom cycle in commodities can last 20yrs.
This current cycle is about 10yrs.

Is this current drop just a pause...as gold and silver suggest? Will the bull run continue?

Or,has the boom lost it's uumph?

If the boom cycle does have a 20yr. run,then (VALE) could very well be a buy. ]]> Wed, 03 Oct 2012 12:58:20 -0400 A boom cycle in commodities can last 20yrs.
This current cycle is about 10yrs.

Is this current drop just a pause...as gold and silver suggest? Will the bull run continue?

Or,has the boom lost it's uumph?

If the boom cycle does have a 20yr. run,then (VALE) could very well be a buy. ]]> http://seekingalpha.com/article/894611/comments?source=feed#comment-10091641 10091641 VALE) to qualify as cheap,you need to consider the numerous stock splits over the past 10 years.When you get to an acurate adjusted price this is where you will find the value stock that was,in 2002,before the boom or bubble.

I estimate a 2002 value of about $2 per share...
That is my cost basis per share,in todays shares,from when I bought shares at $27 each in the summer of 2003.

I am long (VALE).]]> Tue, 02 Oct 2012 16:38:55 -0400 VALE) to qualify as cheap,you need to consider the numerous stock splits over the past 10 years.When you get to an acurate adjusted price this is where you will find the value stock that was,in 2002,before the boom or bubble.

I estimate a 2002 value of about $2 per share...
That is my cost basis per share,in todays shares,from when I bought shares at $27 each in the summer of 2003.

I am long (VALE).]]> http://seekingalpha.com/article/880891/comments?source=feed#comment-9748731 9748731 PAG) has more upside risk than downside.I am holding long.
On a price to sales valuation the stock is attractively priced.
Company showing signs of making money and dividend increases recently, showing signs of confidence.]]> Sat, 22 Sep 2012 17:21:53 -0400 PAG) has more upside risk than downside.I am holding long.
On a price to sales valuation the stock is attractively priced.
Company showing signs of making money and dividend increases recently, showing signs of confidence.]]> http://seekingalpha.com/article/880891/comments?source=feed#comment-9720131 9720131 KMX) It clearly beats all of the stocks you mention.

I am long Penske(PAG)@15 a share before dividend payout, now about 3% yield on initial investment.
I am long Carmax(KMX)@5 a share.]]> Fri, 21 Sep 2012 15:34:56 -0400 KMX) It clearly beats all of the stocks you mention.

I am long Penske(PAG)@15 a share before dividend payout, now about 3% yield on initial investment.
I am long Carmax(KMX)@5 a share.]]> http://seekingalpha.com/article/450921/comments?source=feed#comment-4000081 4000081 Today I bought some mega millions lottery tickets and some (FCG)@17.72ea.

I also think when 5-6mil empty houses get up and running again demand will be noticable.]]> Fri, 30 Mar 2012 20:02:56 -0400 Today I bought some mega millions lottery tickets and some (FCG)@17.72ea.

I also think when 5-6mil empty houses get up and running again demand will be noticable.]]> http://seekingalpha.com/article/383611/comments?source=feed#comment-3529561 3529561 Fri, 16 Mar 2012 01:39:58 -0400 http://seekingalpha.com/article/415571/comments?source=feed#comment-3363441 3363441
I have been in (STMP) for many years, pre-photostamps and 1 for 2 reverse stock split. Have made some money along the way.
(PBI) not as long,about 4-5 years and losing money despite dividend.]]> Sat, 10 Mar 2012 17:30:23 -0500
I have been in (STMP) for many years, pre-photostamps and 1 for 2 reverse stock split. Have made some money along the way.
(PBI) not as long,about 4-5 years and losing money despite dividend.]]> http://seekingalpha.com/article/420981/comments?source=feed#comment-3315611 3315611
Stamps.com has paid a special dividend twice the past few years of about 2.00 per share.]]> Fri, 09 Mar 2012 01:10:07 -0500
Stamps.com has paid a special dividend twice the past few years of about 2.00 per share.]]> http://seekingalpha.com/article/415571/comments?source=feed#comment-3315551 3315551
Stamps.com has twice paid a special dividend the past few years.
About 2.00 per share.]]> Fri, 09 Mar 2012 01:08:22 -0500
Stamps.com has twice paid a special dividend the past few years.
About 2.00 per share.]]> http://seekingalpha.com/article/415571/comments?source=feed#comment-3315491 3315491 PBI) making an offer for (STMP)?
Stamps.com would be a good fit and it's high profit margin
can help Pitney Bowes with the dividend.

I am long (PBI) and (STMP). ]]> Fri, 09 Mar 2012 01:06:19 -0500 PBI) making an offer for (STMP)?
Stamps.com would be a good fit and it's high profit margin
can help Pitney Bowes with the dividend.

I am long (PBI) and (STMP). ]]> http://seekingalpha.com/article/420981/comments?source=feed#comment-3301711 3301711 Seems like a good fit.
Stamps.com makes money, has a high profit margin which could help Pitney Bowes cover it's dividend.

I am long (PBI) and (STMP).]]> Thu, 08 Mar 2012 15:13:12 -0500 Seems like a good fit.
Stamps.com makes money, has a high profit margin which could help Pitney Bowes cover it's dividend.

I am long (PBI) and (STMP).]]> http://seekingalpha.com/article/406481/comments?source=feed#comment-3109321 3109321 KMX).
Having been a long term holder of this stock,it has done very well for my portfolio.Believe it or not? I got into this stock on Feb.1,2000 @1.7/8ea.A small bet has returned big gains.
All analysts as well as any ratings on this stock back then were negative.Morningstar rated it as a distressed stock.
My theory then remains the same today.(I have taken some profits over the years but still hold over half of my original investment).
Then,the used car market nation-wide was projected to be 350bil.dollars.I can only guess it has grown since 2000.
My thinking is if Carmax can obtain just 10% of the used car market,over time,the stock price will grow.
Carmax revenues were about 10bil last year.If they continue to grow market share I will continue holding.
If they make it to 10% of the market,or more,their revenues would quadruple from here.The stock price should follow.

I am long (KMX).]]> Fri, 02 Mar 2012 13:57:52 -0500 KMX).
Having been a long term holder of this stock,it has done very well for my portfolio.Believe it or not? I got into this stock on Feb.1,2000 @1.7/8ea.A small bet has returned big gains.
All analysts as well as any ratings on this stock back then were negative.Morningstar rated it as a distressed stock.
My theory then remains the same today.(I have taken some profits over the years but still hold over half of my original investment).
Then,the used car market nation-wide was projected to be 350bil.dollars.I can only guess it has grown since 2000.
My thinking is if Carmax can obtain just 10% of the used car market,over time,the stock price will grow.
Carmax revenues were about 10bil last year.If they continue to grow market share I will continue holding.
If they make it to 10% of the market,or more,their revenues would quadruple from here.The stock price should follow.

I am long (KMX).]]> http://seekingalpha.com/article/405961/comments?source=feed#comment-3082541 3082541
I am long (BRK.B).]]> Thu, 01 Mar 2012 19:22:15 -0500
I am long (BRK.B).]]>