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Lewis Whokeyser

Lewis Whokeyser
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  • An Inconvenient Truth - Rotten Apples Bringing Down The Whole Smartphone Tree [View article]
    There are companies that make money off smartphones regardless of the brand. Qualcomm comes to mind although they shot themselves in the foot with their last earnings report. They've rallied back to just below the pre-earnings level and should be good going forward.
    May 14 10:41 AM | Likes Like |Link to Comment
  • 5 Stocks To Watch For Gains Next Week [View article]
    Excellent article and I like your analysis. I have added several of your stocks to my watch list and will pursue my own analysis. I am very intrigued by Rite Aid's low profit margin compared to its peers. As you pointed out, the effect of small improvements would be dramatic for he bottom line. This leads me to believe it could be an excellent takeover candidate.
    May 12 07:25 PM | Likes Like |Link to Comment
  • A Closer Look At Enterprise Products Partners' Distributable Cash Flow As Of Q1 2013 [View article]
    Please define the acronym "TTM".
    May 12 06:58 PM | Likes Like |Link to Comment
  • Sell In May? [View article]
    Great article! I intend to stay mostly invsted in May-Oct, but may reallocate to defensive sectors.
    Apr 29 11:55 AM | 1 Like Like |Link to Comment
  • Citigroup - Focus On The Facts And Buy The Stock As Citicorp Becomes A Bigger Part Of The Picture [View article]
    Great article, along with the recent one on WFC. I own C and will probably buy WFC. Value investors rarely get an opportunity to buy great franchises at these lavels!
    Apr 16 11:28 PM | Likes Like |Link to Comment
  • 3D Stocks A New Way To Grow Wealth [View article]
    The analogy I would use is not Microsoft, but rather Redhat Software. Redhat sold Linux software aps. Linux was a free, open-source operating system. How could a company make money selling a "free" product?

    Redhat is up 500% since 2009.
    Apr 9 11:17 AM | 1 Like Like |Link to Comment
  • Introduction To 3D Printing Stocks: Wave Of The Future Or Wave Of Hype? [View article]
    Author needs to proofread and repost the article.
    Mar 31 04:12 PM | Likes Like |Link to Comment
  • Why Alexza Pharmaceuticals Ran 10% In 5 Minutes [View article]
    Outstanding Summary! I've been making money on ALXA while it's been stuck in its trading range by selling call options. I sold the Mar16th $5 calls for $0.62.

    If it closes above $5 I'm out with a nice profit, if it stays below $5, I can sell more calls, perhaps at a higher price. I love ALXA!
    Mar 6 10:39 AM | Likes Like |Link to Comment
  • Major Asset Classes - February 2013 Performance Review [View article]
    Half my portfolio is in REITs which have far outperformed the REIT index. Check out AGNC, MTGE, AMTG, and NYMT.
    Mar 3 01:14 PM | Likes Like |Link to Comment
  • Buy NQ Mobile, The Emerging Global Mobile Security Leader [View article]
    Great article! This is the type of analysis that makes Seeking Alpha a "must read".
    Feb 27 10:42 AM | Likes Like |Link to Comment
  • Linn Energy LLC Blows Up The Short Sellers [View article]
    Great article! I'm a long time LINE holder who recently switched to LNCO at its peak, only to see it pull back significantly. LINE always trades in a range between 35 and 40, Maybe this year will be the breakout year.
    Feb 27 10:03 AM | Likes Like |Link to Comment
  • Why I Would Short 3D Systems [View article]
    The SEC really needs to bring back the Uptick Rule. Aggresive naked shorters can trash a stock and rip off stockholders in short order and then take the money and run. It's easy to start a panic, but it takes years to build confidence in the stock market. Is it any wonder there are trillions of dollars sitting in near-zero interest money market funds. The game is rigged and the SEC is on the side of the riggers.
    Feb 17 09:14 PM | 2 Likes Like |Link to Comment
  • Mellanox: Between Perfect Storms [View article]
    The title implies MLNX is in serious trouible, but if you read to the end, it is more optimistic. My MLNX stock is down 50% and it's a prime candidate for tax loss selling this year.
    :^(

    If you can't trust management sell the stock.
    Jan 7 04:19 PM | Likes Like |Link to Comment
  • Best mREITs For 2013 [View article]
    AMTG just lowered its dividend from $0.85 last qtr to $0.70 this qtr, but through in a $0.35 special dividend!
    Presumably, the $0.70 rate will be their target going forward.

    AGNC is doing 1/2 billion dollar stock buyback when the stock is below book value.
    Dec 15 08:23 AM | Likes Like |Link to Comment
  • Best Earnings ESP Stocks For November 7 [View article]
    What does "ESP" stand for? We're not mind readers.
    Nov 15 11:12 PM | Likes Like |Link to Comment
COMMENTS STATS
90 Comments
121 Likes