Seeking Alpha

ken burns

ken burns
Send Message
View as an RSS Feed
View ken burns' Comments BY TICKER:

Latest comments  |  Highest rated
  • - Goldman And Operational Performance Add To Strong Momentum [View article]
    History does repeat itself, but Priceline is no steel company. They have such a great track record that growth in Asia and the purchase of Kayak would make me hesitant about shorting them. Really well run outfit.
    Nov 24, 2013. 06:03 PM | Likes Like |Link to Comment
  • Is It Time To Bet On Cisco's Bets? [View article]
    Chambers has finally made some really intelligent purchases in the last year. The Intucell and Cognitive Security acquisitions will pay off in a big way. Meanwhile HP flushed billions down the drain with Autonomy purchase. Alcatel and juniper are floundering with poor game plans for the future. Chambers may be on a roll again after a bad 5 years.
    Mar 17, 2013. 10:31 AM | Likes Like |Link to Comment
  • Cisco Systems, A Strong Buy For Multiple Reasons [View article]
    We didn't need to hear about the penile prosthesis, oh and by the way I'm long on Cisco, no prosthesis necessary.
    Mar 17, 2013. 10:19 AM | Likes Like |Link to Comment
  • Institutions are "still leery of stocks ... after 13 years of having their hearts broken," says Howard Marks (OAK). "You can see that in their low stock allocations compared with the period of 2000 and before." He expects stocks will need a couple more good years before "the love affair will really be rekindled." What's Oaktree excited about now? Commercial real estate in secondary markets - raw land, finishing projects, distressed properties. [View news story]
    How many times have you had a front page article in Barron's?
    This "moron" is an advisor to Warren Buffett and many other billionaires. He is correct that many large investment companies are still not investing in this market at their historical rates. I will take his advise over most seeking alpha bloggers any day of the week.
    Mar 10, 2013. 09:15 AM | 2 Likes Like |Link to Comment
  • Warren Buffett's Favorite Banks Are Quite Undervalued [View article]
    I agree these banks will do well, banks always do well, don't they?

    However I'm not sure you can say that they will grow at 8 to 9%, one of these days, the cost of money will rise and squeeze some of the growth from banks. I own wfc and rbs, I expect to do well with both.
    Mar 10, 2013. 09:05 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Which Stocks Are Moving the Dow? (2/28/13) [View article]
    Cramer I think had Alcoa as his favorite stock of 2011. Did not do so well with that. I like Cramer, but I think you can't have an opinion on every stock, but I suppose that is his job.
    Mar 3, 2013. 01:25 PM | Likes Like |Link to Comment
  • VIX - Options Volatility And Market Sonar: Thursday Recap [View article]
    How do you see Hpq after these impressive earnings Errick?
    Feb 21, 2013. 08:41 PM | Likes Like |Link to Comment
  • 5 Cloud Names For Sky High Gains [View article]
    Cameron how high will oracle go this year
    Mar 20, 2012. 11:06 PM | Likes Like |Link to Comment
  • General Electric And The Notion Of Cash On U.S. Corporate Balance Sheets [View article]
    Good analysis. However I don't think that you can devalue the real estate holdings of GE the way that he has. Like Mark Twain said land is a good investment they are not making any more of it. I also think that GE Capital will not be allowed to fail. Not to big just not allowed to fail.
    Mar 4, 2012. 02:23 PM | Likes Like |Link to Comment
  • 6 Tech Dividend Payers To Add To Your Portfolio Now [View article]
    Oracle is not a substantial dividend payer.
    Mar 1, 2012. 01:28 AM | Likes Like |Link to Comment
  • Meg Whitman And HP's Great 'FUD' Offensive [View article]
    Dana 3 months ago you said it could hit $40 by Feb 2012. What happened to that scenario?
    Feb 20, 2012. 12:24 AM | Likes Like |Link to Comment
  • 3 Steps To Winning In The New Bull Market [View article]
    John: What is crazy and inappropriate about taking profits and seeking new investments that appear more rewarding. Unless you are investing for an earnings stream I don't see the benefit of not selling and booking a nice profit. Perhaps the Apples of the world are the type of companies to buy and hold for ever. I wish I knew what the next Apple was. I personally invest in Large Cap Tech Companies and I always set a limit on profit and loss. This has worked well for me, especially lately.
    Feb 18, 2012. 06:07 PM | Likes Like |Link to Comment