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2puttwo

2puttwo
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  • Diamondback Energy started at Outperform at Morgan Stanley [View news story]
    Cool!! I upgraded it a couple years ago, my retirement loves me. Stand long and Go Fang!!!
    Mar 26, 2015. 05:52 PM | Likes Like |Link to Comment
  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    Alex, great job. Your articles keep getting better IMO. Your insight keeps up with the technology, which is rare. I feel your last two articles have a common theme, which is the shift to Intel. Don't know if it's true, but the timing seems right. Maybe Ashraf will chime in and you will have back to back posts on back to back articles, which were very entertaining and educational. Stand long and Go Apple.
    Mar 24, 2015. 01:20 PM | 1 Like Like |Link to Comment
  • Cowen survey: Android-to-iPhone defections growing [View news story]
    This article is a window into a truly amazing quarter which will end at the end of this month. It's going to blow everyone away, except of course, the team from Apple. Stand long and Go Apple. IMO - Accumulate
    Mar 23, 2015. 08:09 PM | 4 Likes Like |Link to Comment
  • Amarin's Case Vs. FDA Will Garner Positive Attention [View article]
    CSI, nice job. Looks like they revamped the counselors. I was hoping they would.
    Ralphey! Great post! Would you please define, (bumbling buffoons), so I know exactly how you feel. I'm starting to feel my investment might pay off or at least break even. Go AMRN!!!!!
    Mar 20, 2015. 06:07 PM | 7 Likes Like |Link to Comment
  • Apple's Sane Advantages [View article]
    Paul, please stop posting, you said what you said in your article. All your posts are making you look foolish. Write another article if you must, but all your posts on Mark's counter is really insulting our intelligence.
    Mar 19, 2015. 01:11 PM | 13 Likes Like |Link to Comment
  • The Insane Apple Advantage Revisited [View article]
    Paulo, I think that's great that Samsung's phones are gaining resale value. That means that iPhones that are in that market should outsell the more expensive competition. That's great news. Like I've said before, I get a new iPhone every two years. Verizon just gives me a new one. Been with them for years. Got the 128 and paid a extra hundred bucks. Was glad to do it. He looked at my bill and told me my bill will be lower starting next month. I said Great. See you in a couple years. What I think you really don't understand is, that a phone is really not a buying decision, it's a preference, that's all. Your article would be important to someone in an emerging market like Kashmir. Stand long and Go Apple!!!
    Mar 18, 2015. 01:32 PM | 2 Likes Like |Link to Comment
  • Habit Restaurants: Suspicious Takeaways From FY 2014 Earnings Week [View article]
    Next time you're in California Mike, stop by your fav five and see how they are doing. Then go to any of The Habits and you will see what west coast investors have known for the last thirty five years. Since school in 1975 spent a lot of time in Santa Barbara and Montecito, California. Lived in both cities. I've watched this little burger joint grow from Goleta to Redding and coming soon to Seattle. Can't wait. Always crowded especially after concerts at the Bowl. We would cruse down Milpas to the beach and have a Burger and a Chocolate malt for a couple bucks. In 72, bought a burger in Goleta for fifty cents, if I remember correctly, and got hooked. I thought this could be better than Mc D's then, and I still do. I was happy to hear that they were going public last year and was glad to become an investor. Every analyst on the call congratulated Habit on the quarter. This company is all about the future and habit will have a very bright one. If you are a trader in NYC, take a drive over to the new Habit that opened in February in River Edge, New Jersey. Be prepared to wait, but it will still be worth it. Stand long and Go Habit.
    Mar 16, 2015. 01:10 PM | 7 Likes Like |Link to Comment
  • Is The Jury Ready? Time To Evaluate AbbVie Post-Spinoff [View article]
    @JJ Rous....like your comments but disagree about the coming correction. I can't name one stock in my portfolio that hasn't had a ten percent haircut in the last 1000 days. I'm sure most can't either.
    Mar 14, 2015. 11:07 AM | Likes Like |Link to Comment
  • Habit Restaurants: Keep It On The Menu [View article]
    Stone Fox, please do yourself a favor and try one. You will see why the smart money in this sector is with Habit. As an investor, I really don't think Habit
    is overvalued. The only reason it didn't pop on Tuesday was that the future location stats were too low. They added 11 new locations in the fourth quarter and 2015's total was only 24 to 28 with little franchise movement. I was expecting at least seventy five. With franchises doubling that number. With only 28 new locations, I will be long gone by the time Habit reaches 2000. They should reach 2000 locations by 2020, and 4000 locations by 2024, and 8000 locations by 2030. Stay long and Go Habit.
    Mar 12, 2015. 05:13 PM | 2 Likes Like |Link to Comment
  • Apple: Fighting The Battle That Can't Be Won [View article]
    Bill, nice job. Think China has not entered in to the mix yet. Apple is not going to have any trouble beating $2.11 this quarter. By earning in April, it should be $2.14. That is still very doable. If the strong dollar adds another 4 or 5 basis points, Apple still wins IMO. Apple will still beat on both the top and bottom lines. This will be another record quarter and as far as I can see, it won't be their last. Like I've said before - Apple is just getting started. Stand long and Go Apple.
    Mar 11, 2015. 05:38 PM | 1 Like Like |Link to Comment
  • Habit Restaurants Report Stellar Year, Strong Guidance; Investors Make Wrong Move By Selling [View article]
    The only reason it's down is because of the lack of expansion this year. They need to come out and explain this, because they missed it on the conference call.
    Mar 11, 2015. 09:56 AM | Likes Like |Link to Comment
  • China First: Analyzing Apple's Most China-Focused Presentation To Date [View article]
    Thanks, nice job. iPhone sales will shatter the 50,000,000 number this quarter and China had a major role in the coming record breaking quarter. Don't know why anyone on CNBC didn't mention these nuggets as you did in your,(on target) article. Looks to me that they should be seeking Alpha on Seeking Alpha. Maybe they would learn something. Stand long and Go Apple. Really believe this is going to be another blowout quarter. All signs are pointing in that direction.
    Mar 10, 2015. 02:03 PM | 3 Likes Like |Link to Comment
  • Apple's Dow Inclusion Good For All Parties [View article]
    Next months earning report is another great reason to stay long. $2.11 per share isn't even close. It's not going to be tailwind, it's going to be a hurricane. When are the paid analysts going to get a clue. My spies in China are telling me that demand for both the news iPhones is still through the roof. No layoffs. No closed down lines. No lack of demand, in fact record orders were shipped to China and Hong Kong for the Chinese New Year. The year of the Ram is going to be a very good year for Apple. My numbers are too high, so I'm going over them again. Right now I'm at $2.54. Remember, I'm not an
    Analyst and it's only a educated guess. Stand long and go Apple.
    Mar 8, 2015. 11:57 PM | 7 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    @Snowden
    Eric is that you?
    Mar 2, 2015. 10:31 PM | 1 Like Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    Michael, when was the last time you were happy. Had to be when Apple was trading around 380 per share pre-split. That would be June 2013. Hope you haven't forgot how to. Apple is going to blow out all analysts guesses in April. I'm guessing you still haven't covered. That's around 70+ points. That's got to hurt a little. Not too many smiles. Good luck and Go Apple.
    Mar 2, 2015. 08:24 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
543 Comments
1,334 Likes