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Mullchess

Mullchess
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  • Take Profits In Kinder Morgan Energy Partners [View article]
    Great dividend and it is not in any foreseeable threat of being being cut. If you are a LT investor, disregard author's remarks. If your investment horizon is in weeks as opposed to years, theres no shame in taking profits.
    Jul 17, 2014. 10:47 AM | 1 Like Like |Link to Comment
  • FDA approves Afrezza [View news story]
    Great news. Short covering will be massive on Monday.
    Jun 27, 2014. 04:06 PM | 7 Likes Like |Link to Comment
  • Amazon's New Smartphone Spells Trouble For Apple [View article]
    Yet another "Apple Killer" article. I suppose if you say it enough times it could eventually come true...but not this time.
    Jun 9, 2014. 05:39 PM | 2 Likes Like |Link to Comment
  • Why The Apple/Beats Deal May Be Dead [View article]
    Can the Author admit he must be feeling at least a little STUPID now that the purchase has been confirmed by Apple. Investors must due their own DD, there is a plethora of incompetent analysts out there.
    May 28, 2014. 04:48 PM | Likes Like |Link to Comment
  • MannKind: The Gambler's Creed - Let It Ride [View article]
    I am just curious as to whether the Author accepts that he was most probably wrong in his analysis on MNKD, or is he still 100% behind his analysis knowing that his reputation is on the line.
    May 26, 2014. 09:10 PM | 1 Like Like |Link to Comment
  • Fear, Greed, And Prudent Risks: A Clarion Call To The Keepers Of The MannKind Flame [View article]
    My greatest fear is that I'll waste my time reading another SA article like this...you've got to be kidding me.
    Mar 25, 2014. 12:31 AM | 6 Likes Like |Link to Comment
  • MannKind: The Gambler's Creed - Let It Ride [View article]
    I enjoyed the article. It provides yet another entertaining method of implying the obvious (biotech stocks have inherent risk) while offering some prudent advice. I agree with most of the other comments and don't believe the approval of Afrezza can be predicted statistically. Nevertheless, I do applaud his courage, because the Author has clearly put his credibility on the line. Ironically, in doing so, the dubious title of "The Gambler's Creed - Let It Ride", is more appropriately applied to the stance the Author has taken on the approval of Afrezza.
    Mar 17, 2014. 03:07 AM | Likes Like |Link to Comment
  • Apple's Valuation: Thoughts On Price And Value [View article]
    That is exactly the point...the market is trading on emotion. How else can you explain a TESLA valuation. The question is, if Apple's secrecy creates an information void in which the Stock Market is quick to fill with negatives, are we in a period where fundamentals have little to do with investor's making money in the short term? Fundamental analysis, in the short term, is of little benefit if the Stock Market isn't listening.
    Feb 26, 2014. 11:38 PM | 5 Likes Like |Link to Comment
  • Apple Or Amazon? [View article]
    If Amazon was a sustainable model it would have turned a profit by now. Momentum stocks do well in a bull market, but the bull market can not continue indefinitely. AAPL is the better bet.
    Dec 1, 2013. 10:07 AM | 9 Likes Like |Link to Comment
  • Picks from Goldman's Hedge Fund Monitor [View news story]
    Your reply is anecdotal information, considering the size of the market, and should not be used for investment decisions. I'm not hearing complaints from my friends and associates and I'm very happy with IOS 7. Yes, not all the bugs are out but that's what updates are for.
    Nov 30, 2013. 05:56 AM | Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    Michael, please promise to update your article after Apple releases it's Q1 results. Absent of a massive market correction, AAPL has great quarter ahead. Hope you can man-up and revisit your analysis if it's wrong...and it is wrong.
    Nov 29, 2013. 05:25 AM | Likes Like |Link to Comment
  • Memo To Apple: Carl Icahn Is Right [View article]
    I won't bash the author although I agree with many that he is cherry picking facts and his assumption that Apple is no longer a growth story is wrong. I love Apple products and I'm heavily invested in the stock. However, the performance of the stock compared to the market in the last couple of months has been lackluster. AAPL is underperforming the Dow, Nasdaq, and S&P. Second rule of investing, don't fall in love with your stock. Clearly. Apple has to leverage that hoard of cash and prove it has not lost its innovative edge to create growth. The IPad Air is a good start. Icahn's buy back scheme would be Stupid but Apple needs to do something more than sitting on that cash or they will become the next Microsoft. I'm still betting that AAPL is going to pull it off but my patience is wearing thin. My guess is that there are a lot of investors out there like me and there numbers, instead of the AAPL stock price, are growing.
    Nov 23, 2013. 01:15 AM | 2 Likes Like |Link to Comment
  • Apple Is Samsung's Worst Nightmare [View article]
    Very thorough article. I don't agree with the general conclusion that Sansung makes better hardware though. Apple products sell better because of quality and service, not just marketing. The emphasis on resale value was enlightening, but my Apple purchases are never based on resale value so I wonder whether that metric has much use.
    Nov 14, 2013. 11:09 PM | Likes Like |Link to Comment
  • Apple, Time To Focus On China [View article]
    I think Apple is aware that China is important. So are most of the SA readers. Nevertheless thank you for reminding us, yet again.
    Nov 1, 2013. 05:12 PM | 1 Like Like |Link to Comment
  • Apple's Earnings Mediocrity [View article]
    I want to believe that thesis but here is my problem. The Market is fixated on the high growth and margins of the past. Even if Apple were to sacrifice margins for growth, let's say by reducing pricing of the 5C, the stock price would still suffer. Apple has to make better use of its cash surplus by introducing new innovative products and taking some risks. Product upgrades will not be enough. Apple is a great company and, unlike many of the currently high flying stocks, it's profitable. Nevertheless the stock, not company, is broken (out of favor with the Street) and today's negative price movement off a earnings beat and a slew of upgrades proves that. I hope Apple management understands that while consumers will continue to buy its current product line, Investors are going to begin to turn it's back on the stock unless Apple regains it's once substantial innovative edge over the competition.
    Oct 29, 2013. 10:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
20 Comments
49 Likes