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  • Google selling Motorola to Lenovo for $2.91B, will keep patents [View news story]
    do not buy into this 3.7 loss on motrola they lost lot more than this article says but that's not the point they are trying to manipulate the stock to go up. Clear indication is after hours action this is the time where institutions which hold a large chunk of stock can move the stock with little money. In this case it fidelity who is manipulating the stock.
    See below I posted on BB how this works.= so do not get sucked into this and sell into this one.
    This article is to pump the equities tomorrow, GOOG is a big portion of index funds. Basically GOOG is not doing well so to make the numbers they are buying companies and selling of stuff to beat "analyst expectation". Get news out after mkt close and get the stock to move up on low volume after hours. Then get the MSM to publish it on CNBC, BB and other sites.
    Fidelity is who is a suspect in trying move this stock up basically Fidelity's 2 big funds Contra Fund and Growth fund have the highest holding. contra Fund has 7.5% of assets tied to GOOG holding and growth fund has 5% of it asset tied to GOOG stock. I think if you holding these funds you should look at the top 10 holding and should get out of these 2 funds they hold some of the most expensive stocks in mkt and these are big funds so they cannot get out fast so it is prudent to move them out before others do. 401K holder Should take it out before others do and move to safer fund or some money mkt funds, down draft will likely go on for some time few days up few days down. I think these funds majority of the holders are 401K plan holders .
    I thing Fidelity tired to move it yesterday and the day before but could not hold because of the index selling where GOOG makes a big chunk of the index funds. When the earning come out tomorrow Fidelity need to make sure it does not tank in the morning so put this news out (which was already know before) and spin its as positive even though GOOG lost about 10Billion plus on Motorola buy. They also tried to use Cramer CNBC to pump the stock but index selling could get it to move.
    More proof insiders are selling like crazy in the last year(50Billion) this month alone they have sold 100 plus million if this not a proof of things not sure how we can convince people why the stock mkt is rigged game.
    Jan 29 09:00 PM | 3 Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    Ichan is a crook, he put his money in and now uses the media to get mom and pop support the stock by buying. Apple is good company but bad stock 500B mkt and trying to grow at even 5% is very difficult. There are massive problems with growth around the world.

    Also media and financial industry daily puts out articles on APPL, goog because they make up a big chunk of many ets, mutual funds and there is no one to buy at these levels. SO the mkt is skewed to few stocks but when it turns its going be pretty bad. I would not short them either yet because mkt has become a muggers game.
    Jan 28 07:39 PM | 1 Like Like |Link to Comment
  • Turkey delivers big rate hike to defend currency [View news story]
    How is this positive, business funding cost goes up so this should slow the economy, this is net negative for growth. It helps turkey control inflation and dollar outflow. It appears as act of desperation. This move may close few shops in financial industry I think.

    Main media are creating fear so mkt volatility is good for the financial industry and financial media. The revs and profits are on a skid but these do not seem to matter.
    Jan 28 07:30 PM | 7 Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down [View article]
    You are right Appl is dead stock, they need to pump APPL because it is Biggest Stock by MKt Cap 500Billion. If the stock falls so will S&P and QQQ and the Mkt, Future growth does not support its current valuations. I would not short the stock either because media and likes of Fidelity who own a big chunk(not Ichan he is not to be trusted) are pumping the stock so they can bail out. Recently most of the buyers have been individuals and not institutions. Here the numbers I put up few months ago and you can see why this is not sustainable for APPL, they may do ok this qtr due to Holiday discounting and China Mobile but after this Qtr it may be a disaster. Good Company but Bad stock(do not believe the cash hype they have not paid taxes and most of it is some investments and those could loose value quickly too, Also CSCO has 45% of its mkt cap in cash does it not mean it is a better buy ?)

    Long term I see no value in holding apple.

    2014 sales : 1.14*170B = 194B (expected)
    2015 sales : 1.14 * 194 = 220B (expected)
    2016 sales : 1.14 * 221 = 252B (expected)
    2017 Sales : 1.14 * 252 = 287B
    Jan 25 11:08 AM | 1 Like Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    Mkt is still overvalued Period. The Rev/profits/Growth does not support valuations. The Mkt has run up so much in past years on the back debt issuance hoping they can payback if the economy improves and therefore profits will improve. Feds are a large part in this. This will not happen simple reason is 99% of the folks are squeezed by higher real inflation in food, energy, education and health care. The salaries have not gone up for 99% of the folks and in many case are down. This is a fact feds nor anyone can change this, not even 1% folks.

    This is a time to bail and move to cash and no point trying time the next 5-10% move. 401k holders can move to money mkt funds if they have no choice for cash and direct new investments to Money Mkt funds.

    There is a lot of froth in the mkt even after this weeks drop. the mkt needs to correct to 15-25% even to get to a fair value. The feds are scared of the current froth and in last meeting warned about froth in small caps are were worried about capital losses. Also if the big ones are not doing well expect the same from small and mid cap stock.
    Jan 25 10:52 AM | 6 Likes Like |Link to Comment
  • Why a stock market correction should be welcome... or not [View news story]
    People need to move into cash or money mkt funds because equities are the risky assets and with such a big run up its time to bail. 401K Holders need to move to Money Mkt funds if they have no choice for cash.

    This is just a minor sell off for the mkt to stabilize it needs to get down to more reasonable level as valuations do not support revs/profit or future growth. The mkts been manipulated for so long and people are screaming because it down 2% for the week. The only people who benefit from this game is the 1% folks these are the same folks screaming now on TV so they can sell to 401K holders, pension funds and individual investors.

    All moves in stocks like AAPL, GOOG which make up a big chunk of the index in S&P, QQQ etc come in pre mkt hours easy to manipulate. Example GOOG&AAPL mkt cap close to 1Trillion that's why the day in day out people come TV and talk about APPL, GOOG, AMZN though these companies are richly valued. AMZN has never made a profit but it has mkt cap of 200B, APPL is 500B GOOG is 400B. Equities no longer reflect real value of companies. look at GOOG insider sales the past year close 50B in sales. This year alone insider sold close to 100M they know more than anyone else. In case of GOOG it was Fidelity and some hedge funds who move this stock nearly $350 for year end dressing and most of the move came in just few days (1 day move as about $150). GOOG PE sits at 32 which is insane for a large company.
    Jan 25 10:31 AM | 2 Likes Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    CSCO yes it has 50B cash and mkt cap is 110B so it has good chance to do well long term. plus pays 3.5% div. CEO does not care about wall street so know at least it bit more trus worthy company. XOM is ok but do not like the prospects here. Today hit the 50day MA so this could go all the way down to 90-92 range soon. earning coming up next week will see what happens.
    Jan 23 09:55 PM | Likes Like |Link to Comment
  • Stocks sink on China fears, Dow finishes at five-week low [View news story]
    Market needs to go down another 20-30% to call in sink. The feds has caused another massive bubble and investors should thank the feds and bail out from stocks now The rich had made it big with the Feds help/inside info as can be seen in the disparity in the wealth. Teach these folks a lesson and sell the paper to them at these levels,

    Also the mkt is no longer about investing but rigged place where people get mugged without knowing. I think the best place is cash and in case of 401k where there nto much choice move to money mkt funds.

    Do not short stocks here because the muggers will get you, The current env is pretty ugly no rev/profit growth but lots of debt issued to buy back stock. Corp debt is now doubled since 2007. Media talks about cash but lot of it held by few companies but broader mkt cash levels are much lower and have piled on debt. Also there a lot of accounting gimmicks companies have been using to cover up.
    Jan 23 09:48 PM | 1 Like Like |Link to Comment
  • WSJ: Apple launching two larger iPhones in 2H14, doing away with plastic [View news story]
    This may be the last qtr of Growth for APPL that is due to discounting during the holiday season. Get out before this goes down. It is clear that rev and profit growth is done with this QTR. Do not short the stock until after the trend is established. This evident from the daily Main stream media that they are pumping AAPL and GOOD because these make a big chunk of many index's SnP and Nasdaq 100. If these 2 stocks cater along few oters like XOM, MSFT and few of the bio techs then the market is done. Anyone who are not greedy should bail from this mkt and move to cash or money mkt funds in the 401K. The mkt is rigged game if u sit and watch the tape hardly any real buyers other then the algos buy/selling to each other. Fed has caused another bubble and not sure what to do now.

    Keep your family and self safe and move to cash after faster runup in stocks forced by the feds the majority of people who benefited with are the 1% and they want small investor to put hard earned money into stocks now so they can bail. I think that its time to bail and let the 1% folks keep the paper. The revs and profits do not support valuations and corp debt levels have exploded in the past few years. The Main Stream Media like Bloomberg, CNBC and WSJ are not to be trusted even a little bit. They never saw previous crashes and in fact were in hype mode when things were about to fall off.
    Stay safe, APPL is good company with god products but not a good investment at these levels.
    Jan 23 09:40 PM | Likes Like |Link to Comment
  • Icahn discloses fresh Apple purchases, makes renewed buyback call [View news story]
    He needs investors to hold up the stock so he is using the media to get investors in. He holds less then 0.5% in this stock. With a Mkt Cap of 500B why the heck would someone want to put the money on this stock beyond me. Apple is good company but a bad stock to hold, see no value for investors. Big funds have been steadily selling APPL most of buys have come from individual investors and index finds as individual buy the index.

    Mkts over valued so move to cash/money mkt finds and wait this cannot be good as most large companies saw drlp in revns and profits, looks like this not going to improve this year. Also companies are liited in terms of borrowing more as the corp debt is now doubled from 2007. So support for stocks from corporation is going to limited this year.
    Jan 22 06:26 PM | Likes Like |Link to Comment
  • Icahn takes eBay stake, calls for PayPal spinoff; $5B buyback authorized [View news story]
    Ichan knows how fool people and use the media to promote his position he has less than 1% and talks as if he owns the business. He is not be blamed for all of it is the Media like CNBC who should be thrashing this guy instead they treat him like god at cost of all they viewers.

    EBAY missed revs and do not see much growth in this company to justify buying the stock. Profits missed if you exclude one time charges.

    In general stocks are over valued and investors need to move the 401K to cash/money mkt funds at this stage and redirect the monthly contributions to cash/stable value money mkt funds. The market is too frothy and way over valued. Yes the mkt can go up for another 5% but al the large companies missed revs(and profits in most cases) at the same time they have piled up a lot of debt. Corp debt increased100% in the last 5years for US companies.
    Jan 22 06:18 PM | Likes Like |Link to Comment
  • Netflix, Inc. beats by $0.15, beats on revenue [View news story]
    Nothing to do with earning but short squeeze the stock is so over priced and only way institutions can move stock like this is in after hours.

    This is the time to get off stocks(riskiest assets) and move to cash and stop helping the 1% folks, they are the one who hold most of the wealth in Stocks/paper money. 401K plan holders can move to Money Market funds or cash equivalent stable value funds.

    This is best run ever in equities due to money printing/debt issuance and not due to rev increases or profit margins, just debt issuance at all levels. The media like CNBC/Market Watch are paid commercial for these folks.
    Jan 22 06:12 PM | 3 Likes Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    xom closes below 20 day avg, could not hold 20DA Friday action was bad. With Shell showing issues, I highlighted in several posts XOM has many of the same issues. Trading on pure technical chat can bite. XOM is run up very fast for large company on old news WB and QE ending, not on real rev/profit increase. I would stay away from this one. There better companies in the dow than XOM CSCO, MSFT even CVX is better bet here.
    Jan 19 01:21 PM | 3 Likes Like |Link to Comment
  • Dogs Barking In The Dow, Value Or Warning Signals? [View article]
    XOM is the worst of the down, i commented on many articles. It has 450B mkt cap with no growth and expecting oil price average of $105. Also many of the projects have overrun and it is becoming very difficult to buy assets as the competition form Asia. Many of the long term contracts they had are also slowing expiring. So the margin they enjoyed with not much competition is I think gone for most part. Recently they about to lose Abu Dhabi as the country said they are going manage they own oil fields. Also a lot of OIL is coming online and inventory levels of Nat Gas is very high and growing. With this valuations its hard to buy this company.
    Jan 9 08:54 PM | Likes Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    CVX is OK I think, but I agree that XOM is a bit over valued to start a position here. They have several issues and it is too big to grow 450B Mkt cap and about 25B net debt. while its growth rate is 2-4% next several years. If the stocks say goes to $95 which it could then you lost 2 years of div. Wait for pull back to add position if you have to. Also last 2 months has run up15% which is huge move for company like XOM. last year rev drop 14% and oil prices are going down and completion from china, india and other is heating up as seen from recent deals. today Middle east sate did not renew a long term contract that is up for renewal so those cheap deals they had are going away that's a big issue, replacement costs are big and many of XOM projects have seen overruns. I am not sure Warren Buffet bough aver around 80, and it is small stake of 0.9% of outstanding shares biggest holders are ETF's
    Jan 8 11:35 PM | 2 Likes Like |Link to Comment
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