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djkidm

djkidm
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  • Why You Should Consider CVS Instead Of Walgreen [View article]
    This whole tax-inversion thing is nonsense. The Market is dropping, companies are getting hammered after earnings, and let's face it; $WAG is expensive even at $60, so that is what is really happening today.

    The tax-inversion was the only thing that would have allowed $WAG to continue trading at these prices.

    Disclosure, Long $CVS, and hopefully adding later this month.

    Just my 2sense :-)
    Aug 6 01:50 PM | Likes Like |Link to Comment
  • One Simple Reason Why AMD Can't Compete [View article]
    "AMD is a stock for patient long term investors. With any stock the key is when and at what price you buy and at what price you exit. its no different with AMD. The best time to buy AMD stock was when it was below $3 late last year."

    That's easy to say now isn't it?

    When a stock price is clearly manipulated after-hours (119+ million shares, -18% or so), which happened after the last earnings call; then I am no longer interested in that stock as a long term investment. I listened to Rory Read in the CC, I could hear how the analysts push him and $AMD around like a whipping boy. I am not tone deaf.

    Trust me, there are way better investments out there. I have now moved some money to micro-cap biotech's with binary approval events. Why not? Most have way better balance sheets than AMD.
    
    Good Luck.
    Aug 6 12:53 PM | 2 Likes Like |Link to Comment
  • SunPower Earnings: Manufacturing Limitations Reduce Future Potential [View article]
    "The solar stocks ran up too fast last year in anticipation of good times. The problem this year is that there is too much uncertainty in the market and that is not helping. The fundamentals of the industry are very sound though."

    Yes, you are correct, and I think the fundamentals will support the (potentially lower) share price of SPWR in the short term, and maybe longer than that...

    "Yes. Right now SPWR is a short term cyclical play. I too hope we get more clarity on product and manufacturing roadmap during the analyst day"

    Yes, that is why I am a buyer of SPWR in the 20's (if possible) and maybe a seller with a run-up before or after the analyst day (Nov. 11th), or just a long-term holder at that point depending on a definitive, and lucrative, road map.

    I don't think the run-up was unwarranted by any means, and I still believe SPWR is a great long-term bet, but the whole Solar industry is in flux right now, so I think it best to wait it out and start picking from the bottom this fall.
    Aug 3 09:41 AM | Likes Like |Link to Comment
  • SunPower Earnings: Manufacturing Limitations Reduce Future Potential [View article]
    I was not surprised to see $SPWR get punished, I saw it happen last year in August as well. I fully expect all of the solar players to take hits after earnings, regardless of what they report.

    That's why I think it will get into the 20's again. Sorry I've read so many SPWR articles since the ER I got confused, and I thought I was responding to the Trefis article earlier.

    Regardless $31.00 is the next key support level, and I just see the stock going down before it goes back up. I don't like the TAN, seems inefficient to me, and I think SPWR will be worth more per share by the end of the year.

    But I am out right now, and will look to get back in the next couple of months. SPWR has an investor conference thingy on November 11th, and I think they will address the YieldCo strategy then.

    Just my 2sense,

    Good luck :-)
    Aug 2 08:38 PM | Likes Like |Link to Comment
  • SunPower Earnings: Manufacturing Limitations Reduce Future Potential [View article]
    No, their efficiency will likely improve. I listened to the earnings call and the Q&A. I also agree that the SP will suffer, likely resulting in great buying ops in the mid-low 20's....

    When those other companies with improving efficiency and/or margins start becoming profitable please let us know :)
    Aug 2 08:45 AM | 4 Likes Like |Link to Comment
  • How To Use The CAPE Ratio To Double The Return Of The S&P 500 [View article]
    Just watch the TAN compared to the solar sector, extremely inefficient, but I am anti-ETF, and plan to stay that way....
    Aug 2 08:27 AM | Likes Like |Link to Comment
  • How To Use The CAPE Ratio To Double The Return Of The S&P 500 [View article]
    CAPE ratio is high, but that is maybe because where else are you going to park your money?

    Sometimes you get what you pay for, so what? Everyone makes money in the long run, right?
    Aug 2 07:48 AM | Likes Like |Link to Comment
  • 3M: Watch Out For A Correction! Levered Returns Interactive Model Included [View article]
    Guess what? You are Wrong! Try getting your 5 divisions right and then write an article. $MMM = Best in Breed.

    But that has nothing to do with what you got wrong....
    Aug 2 07:40 AM | 1 Like Like |Link to Comment
  • Kandi Technologies: The Latest Bubble Stock? [View article]
    These next two weeks should prove interesting. Options expire on Friday August 16th and $KNDI reports on or around August 11th and short interest is up to 25.01%.

    Wow and wow, looking forward to August, and looking to add somewhere in there as well.
    Aug 1 04:25 PM | 1 Like Like |Link to Comment
  • Solar stocks follow SunPower lower [View news story]
    Yep, capacity issues have finally caught up with them, as far as market perception is concerned. I agree $SPWR is undervalued, and in a great position going forward. Short term, however, I feel the stock price will suffer, and I am looking to reposition going forward.
    Aug 1 03:01 PM | 1 Like Like |Link to Comment
  • Is J.C. Penney Going The Burger King Route? [View article]
    No, not really a good article, rather a foolish one. Will being able to "customize" your own T-shirt save JC Penny from their debt, declining sales, and all of the those other factors that keep a balance sheet looking really, really, bad? Insurmountable really.

    $JCP needs more than a good strategy, and it's just too cutthroat right now for just a strategy to work. I just don't see it.

    Some wise investor once said, "Turnaround stories seldom turnaround..."

    Best just to trade the swings, but even then you'd be playing with cards you may not want to be holding....

    Good luck
    Aug 1 06:56 AM | 5 Likes Like |Link to Comment
  • GE's Synchrony Financial prices IPO at low end of range [View news story]
    They'll spin the rest of it off later. Details are everywhere, but vagueness ensues. In 2015 $GE shareholders can exchange shares 1:1? I'm sure somebody will eventually post here with greater detail.
    Jul 30 06:55 PM | Likes Like |Link to Comment
  • Column: Jeff Immelt is the American Canada needs to lead oil sands clean-up [View news story]
    I do know that, because I am a baseball dork :-) I remember seeing photos of it a few years ago, a very classic design. Last time I was there I never got a chance to actually see it, maybe next time.
    Jul 28 02:06 AM | Likes Like |Link to Comment
  • What's Next For Detroit's Big 3? [View article]
    I am not privy to any inside information, so I can't comment to any crimes committed by Coleman Young.

    All I know is he cut spending, and cut city staff, budgets, programs, etc.
    And yes he did help polarize the city and suburbs, but that was happening across America anyway, and the race-riots didn't help his cause.

    But Detroit's financial problems were looming long before he came along.

    Thanks for your valuable comments and insight. I have been rooting for Detroit since the Urban Renaissance in America started nearly 15 years ago, but bad decision after bad decision has kept the city of Detroit from experiencing any of those benefits.
    Jul 27 08:51 PM | 1 Like Like |Link to Comment
  • Column: Jeff Immelt is the American Canada needs to lead oil sands clean-up [View news story]
    Lol,

    Agreed. I just like to kid around and play devil's advocate. I could really careless about someone else's political views, and I know most people don't care for mine.

    I blame SA, haha, and these "Breaking News" segments. No just kidding again.

    But to get back on point, I have turned moderately bearish on $GE the last couple of weeks. I am not impressed with the terms of the spin-off either.
    So much so that I haven't spent any of my recent dividends from GE, but will keep them in the FRIP account until I get a better price.

    Enjoy your Sunday gentlemen, I must get back to my second favorite thing about America, Baseball :-)

    I wish I could buy stock in the Dodgers....
    Jul 27 08:20 PM | Likes Like |Link to Comment
COMMENTS STATS
364 Comments
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