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JYucca

JYucca
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  • Google's 'Swing For The Fences' Strategy [View article]
    Sorry, but this made me laugh out loud:
    "The market is respecting Google's attempt to use its cash to grow, and its big bet mentality."

    No. The market is respecting Google's 20% plus growth over the years and its impenetrable moat. If Google's growth was as unclear as Apple's and if it's competition (what competition?) were as fierce, Google would not be respected for its wild swings -- it would be ridiculed.
    Feb 28 10:51 AM | 1 Like Like |Link to Comment
  • Tesla: The Exuberance Of Disruption [View article]
    Guestvenne: 80% of your 401K in one volatile stock? This is only somewhat reasonable if you are young and your 401k is small. Otherwise, you're really gambling. Remember, there is no such thing as a sure thing.
    Feb 26 12:18 AM | 1 Like Like |Link to Comment
  • Capitulation? Market Sees Biggest Outflows In A Decade [View article]
    The bigger picture shows that interest rates are in a multi-decade downtrend. Sure, they can go up some, but with no signs of wage inflation, rates can stay pretty darn low for a very long time.
    Feb 8 04:57 PM | 1 Like Like |Link to Comment
  • A Note To John Hussman [View instapost]
    Very amusing, and very nicely written. I think you are right about people like Hussman -- some rigid thinking (focusing on what "should" be rather than endeavoring to learn what is), curmudgeonly righteousness (the market has sinned and must be punished), and some wishful thinking, like the boy with his airplane of sticks. By the way, do you know what became of the kid? I'm long SPY, too.
    Feb 7 08:00 AM | 1 Like Like |Link to Comment
  • Intel Does The Unthinkable [View article]
    Vertical integration isn't my meme, it's Ashraf's. He hasn't explained it.
    Jan 2 08:58 AM | 1 Like Like |Link to Comment
  • Intel Does The Unthinkable [View article]
    That is good, but irrelevant to the question as to the issue of vertical integration.
    Jan 1 03:32 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time For An End To The Tapering Obsession? [View article]
    I agree. But you should have given yourself the Silver Bullet Award for the week for debunking the Morgan Stanley chart on forward earnings. That is important, valuable work. Or you could have at least changed your SA photo for the week to one where you were wearing a white hat ten-gallon hat, a black mask over your eyes, and a badge that looks like the Texaco emblem. Missed opportunity.
    Dec 9 07:36 PM | 1 Like Like |Link to Comment
  • Intel's Achilles Heel - Is It Fatal ? [View article]
    Good article. Thanks.
    Dec 9 11:52 AM | 1 Like Like |Link to Comment
  • 4 Reasons Tonix Could Be A Multi-Bagger [View article]
    Yes, I read all that the first time. Nowhere does it say whether it helps FM sufferers very much or not. Granted, these people are desperate and will try anything for a while. But as I said, the market for sleep aids is huge, and any improvement there should be welcomed by the sleep-deprived masses.
    Dec 8 09:18 AM | 1 Like Like |Link to Comment
  • Google's Next Android(s) [View article]
    Oh, robots can be evil. At least in movies.
    Dec 6 06:17 PM | 1 Like Like |Link to Comment
  • Did Kyle Bass Sell J.C. Penney Prematurely? [View article]
    Yeah, and my guess is that he didn't want to get diluted again.
    Dec 6 08:29 AM | 1 Like Like |Link to Comment
  • 4 Reasons Tonix Could Be A Multi-Bagger [View article]
    "The 2a trial only had 18 patients in each arm, yet was still able to show statistically significant results. With a sample size of more than 3 times the 2a trial, the BESTFIT trial is powered to show statistically significant results even if the results are a little weaker than in the 2a trial."

    If you mentioned the actual results somewhere, I missed it. I'm guessing the results were not compelling. This does not sound very encouraging for treating FM. On the other hand, if it has advantages over the likes of Ambien and Lunesta, that's a huge market.
    Dec 3 01:58 PM | 1 Like Like |Link to Comment
  • The World Just Got A Lot More Dangerous: Buy Oil Now [View article]
    Cellingwang: The Sunni Arabs don't want the sanctions on Iran lifted. They fear a prosperous Iran more than they fear a nuclear Iran.
    Nov 28 03:10 AM | 1 Like Like |Link to Comment
  • Herbalife Could Damn Well Be The Next MBIA [View article]
    You forgot to mention Kirby Vacuum Cleaners. I don't know if they still operate in a pyramidal fashion, but they'er still in business. It is hard for me to see the feds interfering with Herbalife except in some minor way. The delayed audit is more suspicious. You'd have to be patient and not mind paying dividends to be short this.
    Nov 27 12:33 AM | 1 Like Like |Link to Comment
  • My Takeaways From The Intel Investor Meeting [View article]
    Russ, I enjoy reading your articles. So your anticipated "real or potential" new business for Intel could add to earnings per share by 1.50 to 1.80 from security and 3.00 from memory. Needless to say, the Street isn't expecting this, or even expecting anyone to expect it, as it could grow Intel's profits by 250%. In your view, how likely is much of this? Are you playing this as a speculative bet by buying far-out-of-the-money leaps?
    Nov 23 06:15 PM | 1 Like Like |Link to Comment
COMMENTS STATS
194 Comments
226 Likes