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  • DAG1996
    GE, PFE, CSCO, INTC, ORCL, MSFT, AKS, CHK & WTR - buy now or wait til after earnings? all opinions welcomed
    1/17/12
    Reply (28)
    • Windsun33: I am in wait and see mode right now. I have a bunch in sector ETF's right now which is where I usually park money when I see nothing I want
      1/17/12
    • DAG1996: i never seem to have the see nothing i want problem, lol - just concerned they'll run away from me if i don't buy now
      1/17/12
    • DAG1996: good to know, thanks - helpful to at least know others consider some of them good buys
      1/17/12
    • DAG1996: GE has lots of interesting angles going on - water scarcity, government programs like this with ARCI http://bit.ly/zJawpu
      1/17/12
    • DAG1996: don't know - is GE involved in that rig dehydration? haven't fully read yet, but don't see mention - nat gas is definitely a good play tho
      1/17/12
    • DAG1996: i have holdings in WMB, WPX and have done well for me - also looking to add LINE & BWP
      1/17/12
    • DAG1996: and PER has a nice 13% dividend, but I haven't done and due diligence on it yet - have on LINE & BWP and they're lookin really good so far
      1/17/12
    • DAG1996: my pleasure - i like when everybody makes $$ - thanks to you as well
      1/17/12
    • DAG1996: btw, WMB & WPX look down lately only because WPX just spun off from WMB - free few thousand $ to holders - both are strong - will be up soon
      1/17/12
    • Chris Lau: avoid CHK until natgas prices reverse. MSFT GE PFE are good for dividends
      1/17/12
    • DAG1996: good call, Chris, thanks. u think it best to buy now or wait til after earnings? seems likely all go up around good earnings. maybe not MSFT
      1/17/12
    • DAG1996: btw, i like your articles too
      1/17/12
    • BreakoutTrader: It depends on what kind of traders/investors you are, buy-and-hold, short term trading, etc ? However, for short term, it is in up-trend ...
      1/18/12
    • DAG1996: i'm a buy & hold investor in most cases and as it relates to all the stocks mentioned in this thread
      1/18/12
    • Chris Lau: Thanks Dag! Hope you're a subscriber and you spread the word on my work. MSFT warning not so signif. Win8 and WP7 progress matter more.
      1/18/12
    • DAG1996: yes indeed i do. thanks for perspective on MSFT warning. i've heard Win8 will be delayed til 2013. i'm thinking i'll wait 6 months to buy
      1/18/12
    • Windsun33: I don't like the runup in this market, took profits on a bunch of things. 60%+ cash for now
      1/18/12
    • DAG1996: good point. i've been thinking the same thing... it can't run forever before it runs out of breath
      1/18/12
    • Windsun33: You can't go broke taking profits, and I just have this feeling - perhaps unwarranted - that a pullback is overdue. Can always buyback dips
      1/18/12
    • Vlad77: willing to hold through earnings
      1/18/12
    • John R. Conway: I'm currently in PFE. Still some time to go until earnings. I would hold on and also watch levels in the S&P. PFE is a good defensive play.
      1/18/12
    • DAG1996: thank you very much to each of you for your insight
      1/18/12
    • x oil -field: Reuters: WTO hands Obama victory in U.S.-China steel case. $AKS $X http://reut.rs/S6SIqt
      10/18/12
    • x oil -field: Congratulations..ALL, I also have a $AKS position, but could not find A post of my own,deleted most, had PCRFY.OB virus,so placed A post here.gL X
      10/18/12
    • John R. Conway: possible non-directional options play with earnings coming up??
      10/18/12
    • x oil -field: Yes.. it could be A tricky earnings play,I'm long-term hold,what is your play,feeling,on the steel overall outlook moving forward?
      10/18/12
    • Jim Warlick: I've seen a large amount of research on ORCL and largely expect them to achieve 10-15% earnings this year. Watch developing cloud tech. BUY
      Feb 27, 2:55 PM
    • madav1138: AKS 1.15 eps by 2015
      Mar 16, 6:38 AM