guliamo

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    • Sun Jun 1st 09:54 AM | Rating: 0 0
      Commented on:
      Evergreen Solar, SunPower Among Solar Stars - Kaufman
      I agree thatWFR is a buy while FSLR is a 'hold' ('sell' in my opinion). I'm looking to cash in on real earnings, not potential. This is why I haven't bought any FSLR, which would be a prime candidate with the way it's growing.. both FSLR and WFR are worth 20 billion. WFR brought home a gross profit of 260 million this quarter, compared to 91 mill from FSLR.. so I'm looking for the company with less hype and more actual juice. You will see this all across my energy position. I hold large caps that are best positioned for sustained profits like CHK, BHP and PTR.
      Remember, my friends that with all the enthusiasm, 2008 is and will continue to be a rough year over all. We've all been raking in returns in the 30-40% rate range for the past few years, but I think these days smart money has to go on low well run, low P/E 'here to stay' companies.
      View article »
    • Wed May 28th 04:58 AM | Rating: 0 0
      Commented on:
      Apple iPhone Users to Reach 30 Million by 2010 - Goldman
      We were talking about AAPL getting back to $200 and sure enough - here it is. But there is no real wonder. Apple is quadruple and there are no competitors with as much as a double play. I'll explain:
      I predict that in 5 years your life will look like this:
      You'll come home from work, stick your iPhone into it's slot on the 50" Apple TV screen, you'll turn the TV on and you'll see a screen looking much like iTunes. You'll then decide if you want to here music from your collection, rent a movie from iTunes or even shop on Amazon and pay through your iPhone / Apple account.
      It is clear that the more a buying process that the corporation ownes, the more succesfull it will be in fending off competition. Now check this out, Apple creates:
      Hardware (iPhone, MAC and your future TV screen)
      Software (iTunes, Leopard)
      Communications (iPhone billing rev share)
      and.. MEDIA! (selling songs, movies, ringtones)
      No one else even comes close!
      Microsoft sells only software.
      Dell sells only hardware
      Verizon sells only communications
      Warner Bros Sell only content.
      All these players can play on but it won't be long before they have to play ball with Stevie J, Cuz I bought my beautiful 50" TV at the Apple store, I buy my music on iTunes and if the HBO back episode isn't for rent on iTunes I guess I'll just rent something else..
      I predict Apple will see $400 within the next 5 years. This company is run brilliantly.
      View article »
    • Wed May 28th 04:57 AM | Rating: 0 0
      Commented on:
      PSI: Cautiousness Prevails Despite Recent Run-up
      Although there has been a recent pullback in share value I still maintain that this is a buying opportunity.
      Let's take a macro look at this.. a company that producers wafers for sun powered energy, a new market on the move with a P/E of around 20.. that's a P/E we're used to seeing for companies in more established sectors. The reason for this is that WFR is simply a well run company with outstanding financials!
      ROE is at 39% - this company has zero debt. Revenues are growing at a nice 14% quarterly rate..
      And the greatest news is that this company creates solar wafers from... beach sand that is readily available in Florida... that's why the company shows gross profits of $1 billion on $2 billion in sales. Sounds like a sweet deal to me.
      View article »
    • Sun May 18th 13:01 PM | Rating: 0 0
      Commented on:
      Top 15 Dividend Paying REITs
      Rayonier is a timberland company that owns 10's of thousands of would land acres. They chop down a few acres, then move to the next in a cycle that allows re-growth. No need to explain how important wood is to many aspects of our life but wood is also good as an investment and a great hedge against a volatile market. If Rayonier doesn't like the current price it's offered for it's wood, it simply doesn't have to chop any - the inventory keeps growing, literally, on the tree - so no warehousing costs and no depreciation. Since the housing slowdown, RYN has been beaten up with the rest of the field, but not for a good reason. So if you are looking for a great way to play it solid and get a 4.6% dividend while you're doing it, Rayonier is the play for you.
      View article »
    • Sun May 18th 12:59 PM | Rating: 0 0
      Commented on:
      6 Medical Device Makers Poised for Growth
      I have to ride with the others here.. what does ISRG have to do with the credit crunch?
      If anything, the davinci robot saves hospitals money because it reduces recovery time, which frees up hospital beds faster... at $4,000 a night, a million dollars isn't that much.. I don't see the correlation really...
      View article »
    • Sun May 18th 10:55 AM | Rating: 0 0
      Commented on:
      What's Moving EMC?
      Don't know too much about this sector, but the Gurus seem to be loving VMW..
      www.marketguru.com/opi...
      View article »
    • Sun May 18th 10:46 AM | Rating: 0 0
      Commented on:
      Buffett Reflects on Great Businesses: Raising Prices
      well.. that's a very 60's way of looking at things my dear Warren.. fact is Apple stock is through the roof and has been for 5 years where as Coca Cola have been doing.. well.. nothing... old school thought from an old generation.. and don't forget the Apple brand is stronger than coca cola!



      On May 18 03:07 AM mkreisel wrote:

      > Apple is too prone to disruption. There are just too many smart people
      > armed with billions in that business. Its R&D has to keep churning
      > out great stuffs in order to stay ahead, and that's tough.
      >
      > Coke can keep selling the same bottled sugar water for the next 100
      > years, without the need for R&D. In fact, its customers do NOT want
      > change, as demonstrated by the "New Coke" debacle in 1985.
      >
      > The ultimate pricing power, however, resides with cigarette companies.
      > Addicts are always the most loyal customers.
      View article »
    • Sun May 18th 10:43 AM | Rating: 0 0
      Commented on:
      Is Berkshire Hathaway Now a Bargain?
      sorry.. but you are forgetting that Mr. Buffet is not a young man any more and a lot of BKB's pricing is about the man himself. If he goes, and I wish him long lasting health - BKB will drop 30%.. you should take that into consideration as a responsible investor..
      View article »
    • Sun May 18th 08:57 AM | Rating: 0 0
      Commented on:
      The Great MasterCard - Visa Debates
      I concur.. good follow up article on this at MG:
      www.marketguru.com/opi...
      View article »
    • Sun May 11th 10:22 AM | Rating: 0 0
      Commented on:
      DirecTV: Surging Stock Price, Plenty of Potential
      Hi todd, you make some good points.. but with TV viewing on the decline and so many youngsters getting their content off the net.. I don't see the big opportunity in DTV... why even enter this sector especially these days when caution is recommended.. you made a nice play on the momentum, but I would take my money and park it somewhere else.. less stagnant.
      View article »
    • Sun May 11th 10:18 AM | Rating: 0 0
      Commented on:
      Comcast Sees Increased Competition in Multi-Media Bundling
      Are there still people who own Comcast? why would anyone want to do this to themselves? because they have live programing on Jet Blue? haha...
      people! there is nothing there! everyone is going hi def, youngsters aren't watching that much TV anymore, where's the big up for comcast anyway?
      b-o-a-r-i-n-g..
      View article »
    • Sun May 11th 10:16 AM | Rating: 0 0
      Commented on:
      Yahoo: If You Want Independence, Back Away From Google
      You got it exactly Kevin!
      The fact that Yahoo even suggested talking to Google just shows what a dead horse Yahoo is... can you imagine? turning your search over to Google for a couple of bucks? Killing a 3.5 billion dollar overture deal to fend off a hostile takeover.. Yahoo is over my friends.. Terry Zemel just botched that baby bad... and the halls are still filled with old media people who know nothing about the net or innovation.. I used to own Yahoo and made a ton of $$ out of it.. though I've long since sold, it's still sad to see what a pathetic pile of code this once great innovator has become..
      View article »
    • Sun May 11th 10:09 AM | Rating: 0 0
      Commented on:
      Can Investors Still Rely on a Stock's P/E Ratio?
      These days.. any stock with a P/E above 20, calls for some serious scrutiny.. the market is dangerous.
      View article »
    • Sun May 11th 10:03 AM | Rating: 0 0
      Commented on:
      We're Nearing Crunch Time for Oil
      I think you're right on. The ideal portfolio should be 50% oil, 30% gas and 20% solar.
      View article »
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