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thucydidess

thucydidess
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  • IBM Is A Solid Buy For 2013 And Here Is What You Should Do [View article]
    lady CEO is a huge red flag. Co is now catering to political pressure to maintain gov't contracts etc.... Woman CEOs tend to signal the downfall or a stagnant period. It occurs over and over again.
    Jan 11, 2013. 04:02 PM | Likes Like |Link to Comment
  • Netflix Gives Reed Hastings Huge Raise: Why? [View article]
    The execs at the top prime objective is to line their pockets. They extract as much as they can for as long as they can. The boards are in on it so long as they get a nice cut too for doing as little as possible. the institutional shareholders don't care since someone has do show up to run the co. The trick is getting into that position which allows one to extract at will. Its a sort of payoff. A fringe benefit. Its become an entitlement. Most of those bas&tards have given their lives -- 30/40 to these corporations and haven't had an original thought in decades, if ever. They are essentially brainwashed robotons. Similar to big law and the partners. Those clowns are a whole other story. In a way, I fell sorry for their wasted lives.
    Jan 1, 2013. 03:13 PM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters: Lingering Disconnect Favors The Bear Case [View article]
    My forensic accounting and sources indicate that the co's accounting is proper, the SEC is about to dismiss the inquiry, and that a buy out from Nestle shall be made in '13. Lastly a colleague believes that a short covering frenzy may be so violent due to the # of shorts that there very well could be a squeeze as seen in Volkswagen a few years ago. Don't play with fire!!! This is a desirable consumer company for a large conglomerate -- bottom line. Don't get too cute with ideological value theory or accounting babble.
    Dec 7, 2012. 12:42 PM | 4 Likes Like |Link to Comment
  • Green Mountain Remains A Short Candidate [View article]
    the buyout is coming..........nestle.
    Dec 4, 2012. 06:09 PM | Likes Like |Link to Comment
  • Intel Should Be A $33 Stock As Market Overlooks Chip Dominance [View article]
    go read another investment book. yeah the market is way off base and has no clue....You appear to be an investor drunk on ideology and with a private agenda. Maybe you should go on cnbc where they encourage this sort of thing.
    Dec 4, 2012. 03:28 PM | Likes Like |Link to Comment
  • Apple's Valuation Is Very Reasonable [View article]
    they ought to split the stock 4:1 and do a mega buy back. Im waiting. Instead they push the super cult persona.
    Dec 4, 2012. 11:57 AM | 1 Like Like |Link to Comment
  • Intel Hit By More Downgrades [View article]
    im a buyer at @12.00....unless they bring in carly as ceo then all bets are off.
    Dec 3, 2012. 12:00 PM | Likes Like |Link to Comment
  • Green Mountain's Comeback [View article]
    My forensic investigation indicates that there was no improper accounting. Inquiry will be dropped shortly. Furthermore my sources indicated a Nestle buyout in the $90 -100 range mid '13. Short covering is good for a chip shot to 50 once the rats realize how wrong they are. Einhorn's 15 minutes are up and its about time. This guy will prove himself to be the next Bill Miller.
    Nov 29, 2012. 12:16 PM | 1 Like Like |Link to Comment
  • Green Mountain Must Answer Its Critics [View article]
    I love this Co as a takeover. Price $80-100. When? following improved results so buyer can justifying paying the premium; 2013. Consumer food companies are all about gwth, consolidation. Nestle will buy this co.
    Nov 16, 2012. 04:26 PM | Likes Like |Link to Comment
  • Starbucks Making Big Move With Verismo [View article]
    Peets peats both of em in taste. starbucks is just another marketing oriented mass merchandiser.
    Sep 25, 2012. 11:47 AM | Likes Like |Link to Comment
  • Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
    has it ever dawned on you that maybe its "you" who doesn't get it, and not the market?
    Sep 18, 2012. 11:26 AM | 2 Likes Like |Link to Comment
  • Farmer Brothers: Good Things Happen To Those Who Wait [View article]
    this co has been a value play since eisenhower was in office. a perennial dog. classic trap.
    Sep 12, 2012. 02:47 PM | Likes Like |Link to Comment
  • How Buffett Is Different From Most Investors, Part II [View article]
    tex fields -- so what?
    Sep 5, 2012. 07:10 PM | Likes Like |Link to Comment
  • How Buffett Is Different From Most Investors, Part II [View article]
    same old same old. right, good point above p_sal. like to see how he'd do in japan the last 25 yrs. Buffett is the greatest rent seeker of all time. That's the secret.
    Sep 5, 2012. 12:36 PM | 1 Like Like |Link to Comment
  • Research In Motion: Don't Follow Prem Watsa Into RIM [View article]
    Keep buying more, lower your average cost, as the fire sale continues. What a deal. The market's got it all wrong and you analytical cash flow geniuses got it right. NOK and MOT are the model for this one. Its fun to watch the un-enlighted who believe they are indeed enlightened.
    Aug 24, 2012. 12:40 PM | 1 Like Like |Link to Comment
COMMENTS STATS
57 Comments
30 Likes