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  • Recent Buy: Qualcomm [View article]
    OK. Was not disputing your figures. Right at this moment,I am reading a press release issued at 13:01:00 today. I am not able to copy and paste from the news feeds provided in my trading platform, but I am double checking as I type:

    Assets March 29, 2015
    Current Assets
    Cash and cash equivalents 5,492
    Marketable securities 10,063

    Also shows total current assets of 20,740
    and an additional line of marketable securities of 14,055.
    Apr 23, 2015. 02:01 AM | Likes Like |Link to Comment
  • Recent Buy: Qualcomm [View article]
    Should we believe the CFO? Also checked the balance sheet for QCOM in the Google Financial Statement. As of 2014-12-28, cash and short term investments was 17,778 (in thousands). Of course that was last quarter. what about the same quarter in 2025 or 2035. That's what's really relevant.
    A billion here, a billion there. La De Da.
    Apr 23, 2015. 01:24 AM | 1 Like Like |Link to Comment
  • Recent Buy: Qualcomm [View article]
    I noticed the discrepancy, but then noticed that the figure you cited was for cash and marketable securities. My cash figure comes from Yahoo Key Statistics (total cash (mrq) 17.79B), so I figured that referred to cold hard cash, without the marketable securities.

    Anybody out there who really knows their stuff should chime in here.

    It's too late in the evening for me to dig this stuff up. But, like I said, a billion here, a billion there, and almost a billion gone to pay a fine, not a big deal in the long run.
    Apr 23, 2015. 01:09 AM | Likes Like |Link to Comment
  • Recent Buy: Qualcomm [View article]
    Congratulations fellow shareholders. Got put a hundred shares last Friday, when shares finished just below the 67.5 strike. The after hours news was pretty brutal today and the last recorded sale's price was 66.87. QCOM is reportedly paying China's government a $975 million fine. Oh well, a billion here, a billion there. Not a huge problem when you are sitting on about $18 billion in cash. They will survive.
    My break even is $63.51. Will probably sell another put if it gets down that low. My hunch is that QCOM probably will not go higher right away, though.
    Apr 23, 2015. 12:24 AM | Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    A buy for what my friend? I see 10 symbols up there. Why would I want to put a buy in at the high (if this is capitulation)? And if it's not capitulation, then what would you suggest?
    Apr 22, 2015. 11:26 PM | Likes Like |Link to Comment
  • Lincoln Electric Facing A Tougher Year [View article]
    I've never owned a share of LECO, but I have managed to earn an annualized return on risk of over 13% since Sept. 2013 by establishing short put positions with expirations 6-9 months out and letting them expire worthless. I woudn't mind being put 100 shares one of these days as I think this is a solid well run company that will weather any current headwinds and come out shining.
    Apr 3, 2015. 01:42 PM | 1 Like Like |Link to Comment
  • First Solar and SunPower's YieldCo JV files for IPO [View news story]
    Of course no one has a crystal ball, but my money is on FSLR.
    FSLR carries far less debt, and over the last year has beaten SPWR handily on all the following metrics: Return on Assets, Return on Investment, Net Profit Margin, Gross Margin, EBITD Margin, and Operating Margin.
    Mar 11, 2015. 12:25 AM | 2 Likes Like |Link to Comment
  • IPG Photonics: Specialty Laser Manufacturing Creates Positive Earnings Surprise [View article]
    I think you can tell a lot about a company from their corporate videos. IPGP puts out the best I think. Of course, check out the fundamentals too, so that you can tell whether or not they are just pumping out BS. I think no BS with IPGP...they are just very, very proud of their accomplishments.
    Armed with knowledge of their fundamentals, and after having viewed their corporate video, on April 10 of last year I sold an Oct., 2014 70 put for a net of $579, which would have provided a good yield if it had finished OTM. The stock finished ITM and was put to me, however. I have certainly not been disappointed. Also sold another put that finished OTM that provided me a yield on risk of 28% (annualized) over the course of 87 days. Have another GTC short put order in now, which will get filled on any substantial price weakness.
    IPGP is a volatile pup... not one for everybody. I think it is a keeper for the long term though, and I will continue to accumulate positions on price weakness.
    Mar 10, 2015. 09:20 PM | Likes Like |Link to Comment
  • Intel: Don't Be Too Cautious [View article]
    Huh? INTC closed at $24.76 on 2/18/14. At this moment it last traded at $34.44. With the dividend that's greater than a 40% return.
    Feb 17, 2015. 11:53 AM | 2 Likes Like |Link to Comment
  • Why I Sold My Shares In Altria [View article]
    What the hell do these numbers mean, anyway? Top means top, and the only direction is down. Bottom means bottom, and the only direction is up. These are easily identifiable on a long-term historic chart, but are unpredictable in the present.
    Jul 31, 2014. 12:47 PM | Likes Like |Link to Comment
  • How To Better Use Capital To Get Higher Income And Higher Total Return [View article]
    "& subtract any missed dividends"
    This consideration should be made when you make the decision to either buy now or wait for a lower price on the stock. If the decision is to wait, then option income can more than compensate for missed dividends.
    Jul 2, 2014. 10:48 AM | Likes Like |Link to Comment
  • How To Better Use Capital To Get Higher Income And Higher Total Return [View article]
    Actually, there is one reason that you might want to forego the income potential that comes from selling option contracts. Sometimes the stock will dip below your target, and then come back up without being exercised, and you lose out on the further upward potential of the stock. You've gotta be OK with just collecting the yield from your option sale in that case. Since I usually don't sell an option unless the annualized yield (unexercised) is at least 13%, I find this to be a pretty reasonable trade off.
    Jul 1, 2014. 07:58 PM | Likes Like |Link to Comment
  • How To Better Use Capital To Get Higher Income And Higher Total Return [View article]
    To learn about options type "options" into your search engine. Many option "strategies" are complex and end up costing people a lot of money, and I think they should be avoided entirely. Options tend to be thinly traded and the bid-ask spreads can be wickedly wide. However, if you are a value player using sound fundamental analysis to set the prices at which you are willing to buy or sell a stock at well in advance, then I can see no reason to forgo the income potential that comes from selling option contracts.
    Jul 1, 2014. 07:19 PM | Likes Like |Link to Comment
  • How To Better Use Capital To Get Higher Income And Higher Total Return [View article]
    If you are going to be unemotional about your buy price by placing GTC limit orders well in advance, then it makes sense to me that instead of just letting your cash sit idle until the price is hit, you would be better off to set limit orders on short puts with the break even equal to your buy target. Your puts that do get sold can generate a large amount of income, often without ever owning the stock, and if you're short put is exercised and you do end up owning the stock, often the effective price that you pay (Strike less premium plus commission) will be below the lowest price ever reached by the stock.
    Jul 1, 2014. 02:58 PM | Likes Like |Link to Comment
  • Michael Kors Vs. Kate Spade Vs. Coach: The Battle Of The Brands [View article]
    The problem I see with the Chinese expansion is that even if Coach handbags are popular there,there will probably be a lot of Chinese imitators making "Coach" handbags and selling them at less than half the price of a real Coach handbag. Illegal yes, but I don't think there would be any way to stop it.
    Jul 1, 2014. 12:27 PM | Likes Like |Link to Comment