Hardhead

http://thehardheadfund.blogspot.com/

15 Comments

    • Citigroup Analyst: Apple on Track to Surpass Consensus Estimates [view article]
      To bad Goldman doesn't see the eye of the Apple by removing it from it's buy conviction list.

      However, I will ensure you Goldman will be buying Apple today! This is what they do best.

      HH       Sep 16 09:39 AM
    • Appetite for Risk? Buy Some RIMM [view article]
      Ohhh yeah - buy RIMM... but you are a week late to the ballgame. RIMM beat Apple by 6% last week. I don't expect the same this week. Although, RIMM has the momentum right now be wary of Apple's iPhone sales. The iPhone is going to take a BIG BITE out of RIMM growth. BOLD compared to the iPhone - YAWN!

      "Keeping professionalism in mind, for the design, functionality, and security aspects of a device, Blackberry wins." SORRY, NOT IN MY iBOOK!

      Take note of the many blogs focusing on Apple's fuzzy math - some report the real P/E is only 12. I tend to agree... Apple blowing past 200 soon.

      - but a good article on RIMM

      HH       Aug 11 04:25 AM
    • 5 Reasons Not to Upgrade to the New iPhone 3G [view article]
      Thanks for wasting my time - your problems seem to be with AT&T not Apple. As for the battery life - it seems you don't know how to manage your amps.

      Also, looking back the last year all your posts have been NEGATIVE on Apple - fair n balanced - just another iShort.

      HH

       Aug 07 09:14 AM
    • Barron's Interview: Six Winners No Matter Where We Go From Here [view article]
      RIG and GLW - NOT YET!!! There is a lot more downside to both. GLW missed today and RIG is in a slump to 100. I agree the market looks attractively priced - provided our beloved politicians can be nice to the world for the rest of the year. With Apple beaten down on hotair, LLL with a solid report, and VLO with crack spreads increasing (with oil dropping (today is a freak show) to $70-80) are my buys.

      HH       Jul 30 01:43 PM
    • Jobs' Health Is a Matter of Public Interest, Whether Apple Likes It or Not [view article]
      Simply, in my personal opinion... you are a scumbag! This is America land of the FREE. It is an individual choice to make private matters public. Maybe you forget why our Armed Forces are in the Middle East. You can take a lesson from Randy Pausch, author of The Last Lecture (who just recently passed away.)
      uk.youtube.com/watch?v...

      May karma find its way into your life.

      HH       Jul 27 02:08 PM
    • Why I'm Shorting Apple Ahead of Earnings [view article]
      $380 million in revenue from the iPhone for Q3? If I did the math correctly that have already passed this figure on the first weekend? Again maybe I missed something - other than 1 million sold. Even if the argument of 450,000 sold - this figure is lite.

      You state, "Apple will beat their $1.00 in EPS and they just might beat my 1.08 EPS but the stock will get beaten down based on the specifics of their earnings."

      Sir, they will hit +$1.10 or more and will surpass guidance due to the iPhones.

       Jul 17 03:33 PM
    • Channel Checks Show Blackberry Sales Not Pressured by iPhone [view article]
      Holy cow $225 - I think they been drinking something other than Moosehead beer! RIMM will be lucky to get back to 120.

      Yesterday, Needham’s Charlie Wolf cut his 2008 EPS estimate to $3.70 from $4.05; for 2009 he goes to $4.80 from $6.25. He puts fair value on the stock at $87. I agree with him.

      tinyurl.com/58jsyl

      I think Canaccord Adams has been watching too much Cramer.

      HH
       Jul 17 08:47 AM
    • Why I'm Shorting Apple Ahead of Earnings [view article]
      It is your money - well WAS. My condolences to your account!

      HH       Jul 17 08:28 AM
    • Options Trader: Wednesday Outlook [view article]
      I hope the Godfather goes down in FLAMES - keep up the GREAT work Phil - wished I believed in you earlier.

      HH       Jul 16 02:34 PM
    • Options Trader: Monday Outlook [view article]
      Don't forget to mention that Godfather Goldman sold 23% of their XOM last week after pumping! After listing to Jim Rogers last week I think we should put him at the FED. GREAT Article Phil!!! Jun 30 09:45 AM
    • Apple Hype Priced In - Stop Trading! (6/9/08) [view article]
      May 28th Cramer says: Here’s how to scale out of Apple when the new iPhone comes out. If you own 100 shares, sell 25 the day before the announcement, 25 the morning of the announcement and then 25 that afternoon. Hold on to the last 25 shares to see if the excitement sticks around in the stock.

      CRAMER was Steve BALLMER's roommate - enough said!

      HH       Jun 10 02:28 PM
    • The Long Case for DynCorp [view article]
      You are correct - I do own a large chunk of LLL. I have worked along side of DYNCORP and they are not generous to their employees - more like KBR slave labor. I refuse to invest in firms like DCP - yes I do have some scruples... ha! I don't argue your analysis on DCP you have a good track record. I would suggest looking at ManTech (MAN) before DCP.

      HH       May 13 12:10 AM
    • The Long Case for DynCorp [view article]
      Buying DCP would be like investing into the Godfather - these guys are #1 Crooks similar to KBR! May 07 01:05 PM
    • Real Estate and Financials: Sell the Rally [view article]
      Don't put your faith in TA alone. If you follow Apple as an example when its 50dma crossed the 200dma... a classic sell at ~$120 and one month later it is ~$175. The financials were beaten into the dirt as Apple due to "PANIC Selling" - In todays market if you trade on TA alone kiss your money GOODBYE!

      As SKF drops it would be wise to add a little on 3% drops... Until you see a change in housing :)

      HH       Apr 30 09:11 AM
    • 4 Problems With the iPod Touch [view article]
      The bottom line - this guy just wasted my worthless time. Jan 21 05:05 PM
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