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jrez

jrez
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AA, AAPL, AMZN, BA, BAC, CSCO, FB, FIO, GTAT, HIMX, LMT, QCOM, S, SCTY, SPY, T, V, VTI, VZ
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  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    Does that mean I have to give the money back?
    Aug 26 10:26 AM | 1 Like Like |Link to Comment
  • Why I Bought Amazon.com After It Dropped 10% [View article]
    I hold $AMZN, but I plan to dump at the first bounce. This time could be different, as they are projecting half to 3/4 of a BILLION dollar loss next Q. What??? Bezos has p*ssed off a lot of invenstors. So this could have been a bad time to buy, imho. Barring any small bounces, you might have caught a falling knife. In any case, it's going to be a while before AMZN regains enough investor confidence to start rising meaningfully again. Bezos needs to get over his "conquer the world" fixation and start showing some profit - any profit!
    Jul 27 03:05 PM | 3 Likes Like |Link to Comment
  • Quantifying iPhone 6's Potential Cannibalization Of iPad, It Is Not Pretty [View article]
    Why do you think Apple is teaming up with IBM? To get iPad into the enterprise, perhaps?

    Article is useless.
    Jul 23 03:42 PM | 2 Likes Like |Link to Comment
  • Apple files all glass patent [View news story]
    Sapphire. ;-)
    Jul 9 11:10 AM | Likes Like |Link to Comment
  • Algorithm Predicts That Amazon Is Still Hot, Even If The Fire Phone Goes Up In Smoke [View article]
    5C is $99, 5S $199, but I don't think 6 will be avail. for $99. And definitely not $99 with free 2-day shipping at AMZN (if you shop there), and unlimited free photo storage. But I could be wrong, in which case I would concede that you have a point. But first let's see if iPhone 6 will be $99 subsidized. I don't think that's happening. ;-)
    Jul 6 05:46 PM | Likes Like |Link to Comment
  • Algorithm Predicts That Amazon Is Still Hot, Even If The Fire Phone Goes Up In Smoke [View article]
    You're comparing the specs of a $99 phone with iPhone 6 and top of the line Android phones? That's a little bit ridiculous, as obviously the high-end phone users are not the target market for the Fire phone. For $99, the specs of the Fire phone are actually pretty awesome - especially the camera, which could even beat iPhone & Android regardless of price. Price to performance ratio is extremely high, and for entry-level users who also use Amazon or want Prime (which is a lot of people), the Fire phone will be MORE than adequate. The free cloud storage and other features like Firefly will also be attractive to these users.

    Not everyone cares about the latest and the greatest - most people just want something that works well at an affordable cost. Fire phone will definitely fit the bill for the majority of users in that bracket.
    Jul 5 11:20 AM | Likes Like |Link to Comment
  • AT&T: What If You Bought At Market Highs? [View article]
    Just keep dollar cost averaging and plowing dividends back in. Hard to go wrong.
    Jun 22 03:03 PM | 5 Likes Like |Link to Comment
  • Himax Raised Its Dividend 8%, But Is It Worth A Spot In Your Portfolio? [View article]
    Well, that's a good point. I was able to scoop up more $HIMX at 4.2% yield levels. So I guess we do have bears to thank for that. :D
    Jun 22 12:12 PM | 1 Like Like |Link to Comment
  • Amazon Did NOT Slay Apple, But It Will Gain Prime Members From Its New 3D Fire Phone [View article]
    Brilliant Bezos move. If you want Prime, you're really then getting the phone for just $99. That should then lead to continuing Prime membership as users get accustomed to buying more and more things on Amazon. Revenue already was through the roof, expect it to increase even more now. #Bullish
    Jun 19 05:56 PM | 1 Like Like |Link to Comment
  • Himax Raised Its Dividend 8%, But Is It Worth A Spot In Your Portfolio? [View article]
    This article is pure rubbish, founded on unverified rumor and not fact. Articles like this are one way people get dissuaded from investing in good companies. The author and SA really should be ashamed of themselves for publishing such shoddy "work."
    Jun 13 07:44 PM | 3 Likes Like |Link to Comment
  • Now Is The Time To Buy The Vanguard Total Stock Market ETF [View article]
    Essentially I think I just echoed what you were saying anyway. But maybe it bears repeating, lol. Thx again.
    Jun 13 12:23 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy The Vanguard Total Stock Market ETF [View article]
    Another benefit of VTI is that when the market's going up, but there's a lot of sector rotation and no clearly defined trend, you're still covered broadly and can at least get some of the general upside. The little bit of yield you get doesn't hurt, either. Good article, thanks.
    Jun 10 03:30 PM | 3 Likes Like |Link to Comment
  • EPA to unveil new climate plan to allow states to use cap and trade systems [View news story]
    We do pay higher taxes, to subsidize the oil industry. We also pay every time we have to repair a road or a school or help out a business and to hire first responders to deal with the storm damage caused by climate change. Katrina? Hello? Hurricane Sandy? You don't think FEMA is funded by our tax dollars? Not to mention the increased foreign aid we pay to help out places damaged by the effects of global warming climate change.

    So yeah, we are all negatively impacted economically by climate change, and it's only going to get worse as long as we remain slaves to fossil fuel and the people who profit by polluting our environment. The deniers have to pay more, too, so that's the only real poetic justice here.
    Jun 1 12:59 PM | Likes Like |Link to Comment
  • Further Signs Of A Market Bottom Are Building [View article]
    I base my comment regarding corporate earnings on the fact that of 490 companies that have reported Q1 earnings to date, 74% were above the mean estimate, and 53% have reported sales above the mean estimate. So if analysts you are following are interpreting that as "lackluster," that would seem to be more of an opinion than anything based much on reality.

    Thanks for the articles, I'm generally bullish, but I'll check them out. Never hurts to consider the other side.
    May 28 10:41 PM | Likes Like |Link to Comment
  • Further Signs Of A Market Bottom Are Building [View article]
    What you're discussing is a correction in *price.* Semantics aside, it appears that it might in fact be possible for there to be a correction in time as well as corrections in price:

    http://cnb.cx/Skvhyb

    I'm not arguing that a price correction wouldn't ultimately be a positive thing, only that it might be a mistake to adhere too closely to what essentially are made-up/arbitrary constructs (e.g., "the market HAS to sell in May and go away." No, it doesn't. "The market HAS to have a "correction," and it HAS to be in price." Well, maybe it doesn't have to be in price, etc.). The market is going to do whatever it's going to do with or without our definitions. So just saying it's better to keep an open mind and go on price action rather than what we insist "has to" happen, when it has to happen, etc.

    Btw, I think valuations are really not /that/ excessive. Corporate earnings have been pretty good, and I don't think it's far fetched to say that the market is close to fairly valued. Maybe a bit overvalued, but nothing to the extent that it might need a 10%+ correction yet before perhaps going higher.

    The part of the market that WAS overvalued -- the high flying internet stocks, biotech stocks, high P/E stocks, etc. -- arguably DID already just correct. So from that perspective, it seems at least possible that things could just go forward from here as if the entire market corrected.
    May 28 09:12 PM | Likes Like |Link to Comment
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