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TFCAB

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  • Inequality And The Genetic Lottery: 2 Views [View article]
    Cam - IMO you are one of the most thoughtful and informative Authors on SA. Your articles always make me think. Thanks you for your efforts and keep up the great work.

    Chris
    Feb 3 06:33 AM | 24 Likes Like |Link to Comment
  • In victory for oil industry, EPA proposes lower renewable fuel quotas [View news story]
    it was a stupid idea in the first place to grow corn for fuel; now w/ the US awash w/ nat gas and oil, its even more insane.
    Nov 15 03:22 PM | 23 Likes Like |Link to Comment
  • BP seeks return of millions in Gulf spill damage payments [View news story]
    Scammers and Scoundrels come out of the woodwork at the possibility and actually the high probability of free money. I saw it first hand having been at ground zero for Hurricane Andrew in'92. Saw people smash their own windows and destroy the insides of their own homes in order to claim "a total loss" on their insurance. People getting $250K checks for $50K worth of storm induced damage. Just one simple example.
    Jun 28 10:14 AM | 21 Likes Like |Link to Comment
  • Micron - Frequently Asked Questions [View article]
    Great job Jaret. Thanks long MU
    Jun 2 06:00 AM | 15 Likes Like |Link to Comment
  • On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
    Altho i consider myself a spiritual person, God doesnt decide who wins an election, people who vote do. And as far as worshipping money goes, i asume you participate at SA because you yourself has an interest in it.....or is it just because you enjoy reading the articles?

    Ok, enough of the non-investment related commentary.

    THanks for the informative article Eric. I have been wondering how best to re-balnce the portfolio to take advantage of QE3
    Sep 1 11:11 AM | 15 Likes Like |Link to Comment
  • Did Micron Just Jump The Shark? [View article]
    Jaret; thanks for re-stating why i remain long. Its a long race....it wont be won by next friday
    Apr 4 05:08 PM | 14 Likes Like |Link to Comment
  • The Jig Is Up For The CEO Of Sandridge Energy [View article]
    well done clayton; the report highlights the corporate avarice and greed of Ward and his crony BoD who are complicit in the fleecing of the company's shareholders. A management shake up is the last hope of SD shareholders to salvage any value at all. Axon already has my proxy.
    Feb 8 01:12 PM | 14 Likes Like |Link to Comment
  • Micron (MU): FQ1 beats by $0.33, beats on revenue [View news story]
    destroyed it
    Jan 7 04:14 PM | 13 Likes Like |Link to Comment
  • SanDisk +6.8% AH on margin guidance hike; Micron +1% [View news story]
    I am pleased SNDK can carry MU's water since MU is often unable to do it for themselves. MU could raise it's market cap by a couple of Billion if it would simply raid SNDK's CFO and IR Director. Professionalism and the ability to tell a compelling story to the investment community is worth $10 a share . IMO MU has a wonderful story but is unable to convey it. LONG MU
    Apr 16 05:42 PM | 12 Likes Like |Link to Comment
  • Micron: Buy The Rumor, Sell Before The News [View article]
    Hey Jim Cramer....this is Joe Blow over at $GS......i really could use a favor. I need a s**tload of $MU shares so our Market Makers dont get toasted next week. Do you think you can help us out? ....Really! thanks man ..i owe you one. We $GS guys gotta stick together!! Hey, think you can get Greenberg onboard?? PERFECT!! Thanks again Jim...
    Mar 28 09:14 AM | 12 Likes Like |Link to Comment
  • Don't Get Amnesia In The Memory Market: Micron May Be A Good Short [View article]
    2014 for MU stock will be earnings driven. EPS estimates range from $2.10 to $4.50 and price targets from analysts are all over the board.
    IMO 2014 will be a quarter by quarter story. If EPS and guidance are toward the high end, and earnings show MU can execute, the stock goes much higher. The stars are aligned for MU. Now its a question of execution and their ability to tell a compelling story on the earnings call.

    Thank you for the coverage
    Jan 5 12:33 PM | 12 Likes Like |Link to Comment
  • Why Micron's Stock Price Doubled In The Last Year [View article]
    "click"
    May 22 04:30 PM | 11 Likes Like |Link to Comment
  • SanDisk, Micron slip; BofA worried about SanDisk's Q1, NAND sales [View news story]
    the way BofA is going, i think they should focus on their stock instead
    Apr 11 12:58 PM | 11 Likes Like |Link to Comment
  • The Coming Rebound In Commodities, Coal, And Coal Stocks [View article]
    Congrats on your good fortune of timing the 2008 market ...i hope you made a boatload.
    That being said, instead of trying to time the bottom of the bear market in coal and other commodities, why not wait until the technicals show some signs of life? Why do you want to get into an ACI now.... for every up day its had 10 down days.

    One Buffett-ism i like is "You can have the 10% at the top and the 10% at the bottom, i am happy with the 80% in between"

    Guessing tops and bottoms is a tough business. If you think a bottom is in...watch 'em like a hawk and be ready to move. If nothing happens for a good long while or worse, things deteriorate further, then your capital can be at work elsewhere. Either that or buy some Jan 2015 calls as lottery tickets

    I think you have a great chance of being right on the commodity complex, but the market has a way of being irrational longer than most folks can stay liquid.

    Hope you dont wait 6 years before you write again.
    Jul 1 05:09 PM | 11 Likes Like |Link to Comment
  • 7 Reasons To Buy SandRidge Energy [View article]
    As a shareholder in SD, i was excited to see the title of the article. Now i am wondering if it will be discovered you are on the payroll of one of his kid's shell companies. Total Garbage.

    I am excited about the upcoming shareholder vote. If Axon does not gain control, SD shareholders will be responsible for perpetuating the current downward spiral of the stock. With new management, at least there will be a fighting chance to unlock value.
    Mar 5 07:42 AM | 10 Likes Like |Link to Comment
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