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Smokemout

Smokemout
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  • Lumber Liquidators A Value Play? [View article]
    The management has a reputation for sleaziness. Alone, this practically guarantees
    the stock will not regain a high multiple on much lower earnings, dragged down by costs of defending lawsuits. Buy LL if you like to suffer.
    Mar 19, 2015. 10:36 AM | 1 Like Like |Link to Comment
  • Exxon Mobil: There Will Be Blood [View article]
    If this guy were smart he'd know enough not to try to predict the short-term price of Exxon stock. XOM, #2 in the S&P 500, by definition is a huge winner that has way outperformed the index over the years. With excellent management, anyone who sold the stock in the last century was eventually proven wrong.
    Feb 7, 2015. 06:56 PM | 1 Like Like |Link to Comment
  • CDK: What's The Appeal Of Car Software? [View article]
    I always look for the moat. ADP has one. Does CDK? In other words, what is the ease of entry into this business?
    Feb 5, 2015. 10:22 AM | Likes Like |Link to Comment
  • Exxon Mobil: Is This Stock The Best Way To Play A Rise In Oil Prices? [View article]
    I can't understand an oil analyst with a frozen brain, tight nuts and a rusty tool for forecasting. Spray some WD 40 on your tongue to free-up your thinking before you decide to buy XOM.
    Jan 8, 2015. 01:30 PM | Likes Like |Link to Comment
  • Altisource Asset Management: One Of Luxor Capital's Biggest Losers [View article]
    Stay away from Erbey's empire until all the lawsuits are resolved.
    Jan 8, 2015. 09:48 AM | Likes Like |Link to Comment
  • What Went Wrong At Ocwen, And What Happens Next? [View article]
    I agree. OCN, RESI, ASPS, HLSS & AAMC measured by the charges brought against them are run by a posse of unsavory characters led by Erbey now ousted by "DFS". Despite his having lost $500 million plus his listing in Forbes last year, he remains a very rich, if wily, target for future stockholder law suits. His residence in the Islands is by no means an accident.
    Jan 6, 2015. 08:44 PM | Likes Like |Link to Comment
  • YY Is Undervalued [View article]
    If yy is so cheap, how come so many stockholders are bailing out now?
    Dec 11, 2014. 09:37 PM | Likes Like |Link to Comment
  • Costco Earnings Preview: Juggernaut Retailer, That Could Return More Capital [View article]
    Re Costco - Mr. Gilmartin may be a great security analyst but he is a lousy writer.
    Dec 9, 2014. 05:40 PM | Likes Like |Link to Comment
  • S&P 500: Generational Opportunity In The Making [View article]
    If this so-called analysis makes you feel better, eat your blackberry and you'll be fine.
    Nov 19, 2014. 08:07 AM | Likes Like |Link to Comment
  • Valero Energy: 5 Reasons To Buy Now [View article]
    If VLO is so great, why are thousands of shareholders willing to sell the stock at
    7 times earnings? The reasons are obvious except to the suckers who are willing to buy them out!
    Nov 19, 2014. 07:56 AM | 1 Like Like |Link to Comment
  • Yahoo's Solid Outlook For Q4 And 2015 [View article]
    Look at the market cap for guidance on how far baba can go
    Nov 9, 2014. 11:17 AM | Likes Like |Link to Comment
  • Altisource Asset Management's CEO Ashish Pandey on Q3 2014 Results - Earnings Call Transcript [View article]
    Gibberish, gobbleygook or smoke......I can't figure out which. The stockholders you bought out at 650 must be pleased.
    Nov 5, 2014. 09:04 AM | Likes Like |Link to Comment
  • The Simple Case For Microsoft [View article]
    Typical of a numbers wonk, he shows lots of bones but no meat. The future of MSFT lies in new products/services that don't show up in a rear view mirror full of numbers.
    Aug 19, 2014. 10:00 AM | Likes Like |Link to Comment
  • Beverage Wars: Coca-Cola Vs. PepsiCo [View article]
    KO has specific risk & systemic risk while SPY representing 500 stocks has only systemic risk and yet has outperformed KO for 10 years. With a higher pxe than SPY today, why would any idiot pay 40 for KO?
    May 7, 2014. 12:13 PM | 1 Like Like |Link to Comment
  • Could The Fed Have Avoided 2008? [View article]
    Hindsight. Every freak is a genius with hindsight. Every boom ends with a bust - the lesson of financial history. My question: if you're so smart how come you're not rich?ug
    :
    Feb 28, 2014. 10:04 PM | 1 Like Like |Link to Comment
COMMENTS STATS
26 Comments
12 Likes