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ArtfulDodger

ArtfulDodger
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  • Santander's Stock Price Has Disappointed, But Profits Haven't [View article]
    NA:

    As you know, I've noted before that I believe SAN's management is topnotch. After downturns, the company always goes through this type of lag to its value in earnings. When that changes it always blasts off into great profits for patient shareholders. Not that history has to repeat itself, but it tends to do so in these cases.

    SAN is, at this time, a capital return investment and, in my view, not a dividend play. Yield hogs ought to go elsewhere.

    Last, anyone who does not trust this management team ought not invest, because in my book that's a huge part of its value. I sleep well without the slightest concern about this company's future.

    Thank you for the piece. Keep us informed of your view of SAN, if you please.

    I am, the Artfuldodger
    Jul 30, 2015. 12:03 AM | Likes Like |Link to Comment
  • One Way To Beat The Market? Be Different! [View article]
    Fellow Investors:

    What kind of investor has 50, 100, or 500 stocks in a portfolio?

    How the hell can anyone keep up with such a mess?

    In over 45-years of active, successful investing, I've never owned more than 25 stocks at one time, and I pared those down to the teens as soon as I found the ones I believe would not perform as I wanted them to.

    I currently own 14 stocks.

    This type of study might be good for someone buying a batch of ETFs or mutual funds, but I can't see how it can possibly help small investors who think for themselves and don't give a hoot in hell what Buffett, Ichan, and the like buy or sell.

    I remain, the ArtfulDodger
    Jul 29, 2015. 01:48 PM | Likes Like |Link to Comment
  • NetEase: An Under The Radar Growth Stock [View article]
    Yes, Li. Exactly. Are you not going to buy it yourself?

    AD
    Jul 28, 2015. 12:30 PM | Likes Like |Link to Comment
  • Qualcomm: Why I Just Bought Shares Of This Cash Machine [View article]
    Fellow Investors:

    To simplify, this stock should be bought because it's selling far below its value, it has excellent management, great products, a perfect balance sheet, and every metric ought to fit an opportunistic buyers' criteria — which I most certainly am.

    The above both qualifies and quantifies the stock.

    You have to be a raving mad cynic not to go for this one. Or either somebody who just trolls around carping and never truly invests a cent, of which there are plenty on this site and others like it.

    Long QCOM

    I am, the ArtfulDodger
    Jul 27, 2015. 09:11 PM | 3 Likes Like |Link to Comment
  • NetEase: An Under The Radar Growth Stock [View article]
    Li:

    NTES certainly flies low among investors and has for years. However, it is now my largest holding due to its massive increase in price from where I bought it.

    Great company. Excellent balance sheet. Wonderful services and products. Definitely overlooked!

    Thank you for the piece. Will give you a follow tap.

    I remain, the ArtfulDodger
    Jul 27, 2015. 09:03 PM | 1 Like Like |Link to Comment
  • Cisco: A Future In Fog? [View article]
    Good overall piece, JH.

    Digitizing nations is where I think the future is for CSCO. That's a heady plan, and no other company can pull it off.

    Let's hope the company executes well in that area.

    AD

    Long CSCO from about 15
    Jul 24, 2015. 08:40 PM | 1 Like Like |Link to Comment
  • Cisco exits storage market two years after $415M acquisition [View news story]
    Fellow Investors:

    Good news. This is what all companies ought to do: dump non- or under-performing assets while they're still sellable.

    A lesson here for all of us: Clean up our portfolios in a similar manner.

    AD
    Jul 24, 2015. 08:35 PM | 5 Likes Like |Link to Comment
  • What Everyone Is Missing About IBM [View article]
    Fellow Investors:

    What everyone is missing and no one is talking about regarding IBM is the massive debt it has accumulated the last few years.

    Beware of huge debt loads. Debt has destroyed more businesses than anything other than governments. Think GM & SDRL.

    I remain, the ArtfulDodger
    Jul 24, 2015. 12:36 PM | 2 Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    Fellow Investors:

    There are a few metrics that will draw buyers to IBM, PE, e.g., and also yield hogs will want to snap up the over 3% yield.

    But the most dangerous thing about IBM is the massive debt it has accumulated over the last few years.

    I warn everyone once again that, debt has killed more businesses than anything other than the federal government — and that’s a lot!

    Beware of — and run from excessive debt!

    AD
    Jul 22, 2015. 01:52 PM | Likes Like |Link to Comment
  • Qualcomm: Considering Strategic Alternatives [View article]
    Fellow Investors:

    This is one of those rare times that you get to buy a really good company at a more than reasonable price. After buying you have to sit back and wait for your investment to pay off, and when you buy this quality of company at this price, the odds are you'll get paid off.

    Thank you for the piece, Seeking. I'm going to give you a follow tap.

    I remain, the ArtfulDodger
    Jul 22, 2015. 01:43 PM | 1 Like Like |Link to Comment
  • Tata Motors: Weakness In The Middle Kingdom [View article]
    Fellow Investors:

    The potential for TTM is tremendous. I see far more positives than negatives.

    Thank you for the piece, West.

    Long TTM

    I am, the ArtfulDodger
    Jul 16, 2015. 02:42 PM | Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    You are correct, drcm4. Good move.

    The best to your investing: AD
    Jul 7, 2015. 05:41 PM | Likes Like |Link to Comment
  • Time Warner Has Great Earnings Growth Expectations [View article]
    Abba:

    There's nothing about this company that will allow me to quantify it as an investment. Over 90% debt-to-equity is enough to keep me away.

    But perhaps, as you've attempted to do, it is qualifiable. But I believe there are much better buys out there that are easy to quantify and qualify as investments, such as GLW & QCOM, e.g.

    But I do wish you the best with your investment in Time.

    I am, the ArtfulDodger
    Jul 7, 2015. 01:40 PM | Likes Like |Link to Comment
  • 4 Things You Must Know About Buying Stocks Now [View article]
    High:

    Have you looked at SO's debt load? Yield hogs had better beware of the massive debt that American utilities have been forced to take on over the last 6 1/2 years, with I'm sure, more to come.

    After having several of my friends invested in SO since the 1970s, I recently had them sell it because of its dangerous debt load — forced on the company by a government that seems hell-bent on crushing our utilities.

    All utilities out of their portfolios except DUK, and that could go with another regulation or rule poured on it.

    I am, the ArtfulDodger
    Jul 5, 2015. 12:14 AM | Likes Like |Link to Comment
  • NetEase Benefiting From The Boom In Online Games [View article]
    Market:

    Good piece on a company not often mentioned around these parts. Easy to qualify and quantify as an investment. Thank you.

    In my view, NTES is one of the best managed companies in China. Though it's rise has been exponential of late, it still has a ton of potential.

    Keeps an excellent balance sheet and margins, too. Minimal total debt. Debt to FCF .30. 70% GPM. 38% NPM. $4.60 per share in cash.

    Plus a host of really good and popular games, services, and entertainment.

    It’s gotten a tad popular — but it bears watching for those who like to buy (as I do) when great companies have a slight price pullback.

    Because of its recent rise, it’s become the largest holding in my portfolio. And that suits me just fine.

    Long NTES from 27.

    Market, I don’t usually follow people who’re not invested in the stocks they tout, but I’m giving you a trial tap. Thanks again for the piece.

    I remain, the ArtfulDodger
    Jul 4, 2015. 04:07 PM | Likes Like |Link to Comment
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