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troublesacomin

troublesacomin
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  • Does Intel's New CEO Have What It Takes? [View article]
    The names of the upgrades have changed but it’s the same old INTC.

    The business structure will not allow the CEO to do anything eye opening unless they radically change something and that probably won’t come from someone that’s been there for 30 years.

    His selection was a sign that the company just wanted to maintain the status quo. And there isn’t anything wrong with receiving those dividends over the years but Apple or Samsung growth? Not likely any time soon.

    Anyone could have used the same simple investment strategy since 2002, reinvest the dividend and buy more when it hits around $20. I don’t see a problem with INTC, its making a lot of money for people that see it for what it is.
    Feb 9, 2014. 11:42 AM | Likes Like |Link to Comment
  • hhgregg's Sell-Off Is Overdone [View article]
    This would have been a good stock back in the 1980’s or 1990’s but this company isn’t the future. Stores like this are going the way of the dodo. If you want to do a little trade for a bounce back be my guest.

    But the future looks bleaker and bleaker for these type of retailers every time AMZN reports how much it is spending to dominant retail, so I wouldn't look at it for a long term pick in hopes of a rebound.

    And I wouldn't look at this stock as a short term play because it will get wrecked if the markets have another dosage of pullback like people are expecting to come.

    Good look with that 30% off President’s Day sale!!
    Feb 9, 2014. 10:29 AM | 1 Like Like |Link to Comment
  • What's Next For ImmunoCellular? [View article]
    You don't deserve to get anything for this opinion. You didn't bring anything to the table that we didn't know already and its a very one sided opinion at that.

    You should have taken the time to go after management's optimistic opinion with specifics yesterday on the call to make this worth anything.

    Anyone could have written this opinion, its just a vent and doesn't add anything to the conversation.
    Dec 12, 2013. 06:38 AM | 3 Likes Like |Link to Comment
  • Northwest Biotherapeutics Poses Onyx Like Potential [View article]
    1of2
    Oh forget about it, I’m the worst with the tables and calculations. If people want to use stats to guess results, be my guest, use what works for you. Its just one way of helping you understand what’s going on but not the only way, the way I see it. There are still unforeseen occurrences that can throw your calculations out the window

    But anywho, I’m wrong about many things but I’m willing to admit I was wrong and consider someone’s argument. I was wrong about that HUGE salary of Ms. Powers as I looked up her salary that’s listed in the 8/16/2012 DEF14C NWBO SEC filing and the more recent 4/13/2013 10-Ka. I got that impression from comparing another company’s chairman and CEO’s compensation that was about another 100k altogether higher than Ms Powers’s salary and thought this misconception about Ms Powers having a big compensation package awhile back. It’s well in the range or even a little low for her experience. So I try to be fair and not mislead people and I was wrong on that assumption.

    But, if you go back to footnote 4 in the 8/16/2012 DEF14C SEC filing of NWBO concerning Ms. Power’s compensation and her share count (it’s a big paragraph so I’ll just let you folks look it up if you’re interested) but all the share info is there and the Powers/Toucan link is there so you might want to look at it if you haven’t already. Looks like Powers has been buying shares/financing NWBO as a partner of Toucan going back to 2003/2004.
    Nov 19, 2013. 04:09 PM | 2 Likes Like |Link to Comment
  • Northwest Biotherapeutics Poses Onyx Like Potential [View article]
    I go on vacation for a week and the world turns upside down.

    This NWBO run up is identical to that IMUC summer/ fall 2012 runup where that CNN segment fueled the hype and the Seeking Alpha promoters pumped then . . .Big offering came and the stock lost its momentum and crashed to under $2.

    I wouldn’t be surprised if NWBO offered shares here very very soon just because of the recent take off in share price.

    This article is pure promotion and nothing else. This promoter is talking about animal studies, lolol animal studies lolol. Look at Linda Powers’ salary, how much of the next offering will she take to fill her pockets? The delays of these trials and mismanagement of NWBO are widely known, but the focus of the author isn’t on any of the other side of the story.

    That chart in this article is common knowledge and based mostly small trials that can’t give more realistic expectations.

    Hopefully NWBO works out but these arguments aren’t what people need to see. If you like this company, you had numerous times to buy it and will probably have other opportunities to buy.

    And those expectations sound more like Mike Murphy ARNA predictions. Lolol but whatever.
    Nov 18, 2013. 04:01 PM | 7 Likes Like |Link to Comment
  • Cheap Or Doomed: Weight Watchers Vs. Apps [View article]
    Saw Nestle trying to shop Jenny Craig around and it has me thinking about this group. It looks more like the big names are having problems not just WTW. Anyway, it looked cheap while in the 30s and with a PE around 10 now is still looking good.

    Looks like the bar has been lowered with the upcoming Q3 estimate at 85 cents because WTW for the last 2 years of q3 earnings has been over $1.05. So the quarter should be ok unless management gives crampy guidance. But we’ll see.

    I’m thinking if the upcoming WTW quarter looks flat and we avoid a downturn in the markets, we should go continue north and take WTW with it.

    WTW management can give investors some confidence on the upcoming call by giving people some ideas as to how they are addressing the falling revenues.

    People, obesity is rising and WTW will bring in money. This other stuff is short term buzz/noise and just creates easy money for value investors and shorts that pray for weak hands to give up their shares.
    Oct 21, 2013. 08:39 AM | 1 Like Like |Link to Comment
  • Agenus: Assessing Stock Prospects After MAGE A-3 Cancer Vaccine Misses Primary Endpoint In Melanoma [View article]
    Why is it that less than 2 months after Larry writes a big pump article on a stock it crashes and I mean at least 20%?

    Guy was behind Mela, wrote a huge pump article (that I cant find on Seeking Alpha anymore, I guess they moved it) but he writes page after page after page about how great MELA was and didn’t mention a foreseeable stock offering that crushed the stock.

    CYTK. . stock up around high $11s back in June when he wrote a pump article, I don’t follow it and don’t have a clue about it but I know Smith’s track record, warned people back in June, its now $8 and change.

    NWBO ooh my, what a disaster.

    AGEN lolol don’t worry people Larry has it as a buy and low and behold it got crushed.

    Am I the only one that sees something very very wrong with this? Look, I definitely don’t get my picks right, but mine don’t fall over 20% within a few weeks of telling people my pick is a buy.

    I would caution, no seriously caution anyone thinking about investing in what Larry Smith is touting and look at his opinion very objectively, unless you’re considering going short :).
    Sep 6, 2013. 10:47 AM | 3 Likes Like |Link to Comment
  • Is AT&T A Buy With Sustained Insider Trading? [View article]
    Below 30 i'm a buyer.

    Above 30, I'd rather go with a corporate bond.

    The long term debt continues to rise every year and competition is heating up.
    Aug 19, 2013. 10:32 PM | Likes Like |Link to Comment
  • Progress in CBS-Time Warner Cable dispute slow, NFL football approaching [View news story]
    Doesn't CBS want $8 compared to what Time Warner currently pays them $2 per customer now to broadcast CBS?

    If time warner gives in, wont the others want the same deal? The price would rise dramatically for time warner customers.

    CBS seems like they are asking too much to me. I don't have a problem increasing the rate but from 2 to 8? i don't know.
    Aug 16, 2013. 11:10 PM | Likes Like |Link to Comment
  • 'Latin McDonald's' Shines Despite Difficulties [View article]
    Yeah, I see the eps growth numbers of ARCO vs MCD and the glowing one is ARCO’s Projected EPS Growth over 55% while MCD only has close to 10% but its all PROJECTED and that’s why I’m not a big fan of these numbers. But whatever, the problems I see with ARCO are

    ARCO is trying to become part of South American cultures while MCD has been embedded in Americana for over half a century.

    Its also an uphill battle as one of the posters stated, that the food is kinda costly to the populous in South America. So you’re depending on an elevated growing middle class in these countries that might take some time.

    ARCO isn’t efficient. A comparison of the return numbers like Return on Investment, Return on Equity etc tell me ARCO isn’t ran efficiently at all. The return numbers for ARCO are in single digits are abysmal especially when compared to MCD’s very high double-digit numbers.

    But we’ve heard your argument that MCD won’t grow that much as seen around 2000-2004. Then from $20 during early 2000’s to today’s near price tag $100 while paying and increasing that divy over the years.

    Oh that reminds me yes you are correct that MCD has a payout ratio close to 55% but ARCO has a payout ratio of 80%.

    I’d just not a big fan of going after something that hasn’t proven itself and has a few uphill battles when I already know MCD works if you give it enough time.

    But don’t get me wrong, I think ARCO can be a nice addition to diversify a portfolio to get some exposure to South America but I just think ARCO is a little riskier than it seems on the surface.

    Can ARCO climb up from these depressed levels? Of course, but long term, I still would rather go with the proven asset here.
    Aug 16, 2013. 10:42 PM | 1 Like Like |Link to Comment
  • 'Latin McDonald's' Shines Despite Difficulties [View article]
    MCD will create more wealth than ARCO over the long term simply from MCD’s higher dividend and the legendary growth of that dividend over good and bad economic times. MCD is way cheaper than ARCO with a P/E of around 17 compared to ARCO’s 30 P/E.

    I don’t see a reason to buy ARCO when MCDt has a legendary payout that we all know that when reinvented creates great wealth, MCD is a much cheaper stock based on P/E and I don’t have to worry about whatever is going on in South America.
    Aug 16, 2013. 07:53 PM | 3 Likes Like |Link to Comment
  • 5 Reasons To Buy Into The McDonald's Story [View article]
    Went into a Carl's Jr, got a "star burger"? i don't remember if that's what they call it now but it looked and tasted way better than any MCD or fast food burger I ever had.

    Then had a slice of cheesecake and downed it all with one of those Hand-Scooped Ice Cream Shakes and it cost about the same as if i had a burger, shake and dessert at MCD but had way better quality. I haven't been in a McDonald's in years because I feel I'm getting ripped off when comparing Carl's Jr to MCD.

    Like MCD for management, expansion and being a dividend champion but competition will continue to take a bite out of their burger.
    Aug 16, 2013. 07:25 PM | Likes Like |Link to Comment
  • Shares of MELA Sciences (MELA) are on watch Monday after a NY Times article highlights the debate around MelaFind, the company's FDA approved melanoma-finding computer vision device which uses algorithms to pick out irregularities in pigmented skin legions. "My concern with MelaFind is that it just says everything is positive," one biostatistician who sat on the FDA review panel which evaluated the device says. "It will err on the side of caution," counters the company's director of commercialization. It will be interesting to see if the system can gain traction in what is quickly becoming a tough market for medical devices (I, II). [View news story]
    Thanks for taking the time to type this.
    Aug 2, 2013. 04:56 PM | Likes Like |Link to Comment
  • Should You Borrow Money To Make Investments? [View article]
    It just strikes me funny that people are willing to buy a blender or a TV on credit for 20%+ but not a solid international company that has been increasing dividend for 20 or 30 or more years and making a lot of people rich.

    Anyway, I don’t know, I agree with the author that when taken to extremes (such as taking out a 2nd mortgage? OOOh, my!!!) then using margin will lead someone to total disaster.

    But I strongly believe that margin in moderation is a good thing even for beginners but they need to take the time to sit down with a professional adviser ie someone that has stock trading/investing experience with using margin and develop a custom tailored plan.

    This is a complex topic that someone could write a lot about and already probably has, so I wont waste a lot of time here.

    Just like any skill, anyone has to gradually learn how to use margin and have without a doubt a way of paying off the balance within a reasonable time. So take it easy and know your limitations
    Jul 24, 2013. 03:04 PM | 1 Like Like |Link to Comment
  • Agenus: Key Clinical Events Are Imminent [View article]
    ooh good grief.
    Jul 18, 2013. 12:02 PM | Likes Like |Link to Comment
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