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walkwithalimp

walkwithalimp
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  • Two Harbors Investment Corp. Reports First Quarter 2013 Financial Results [View article]
    Newbie here. Got in @ $11.50 yesterday. Am pleased with your (Redbeard) post. I hope that diversification move stays as well. Johnny / San Antonio
    May 8 09:39 AM | Likes Like |Link to Comment
  • New Lumia Ad: Outrageous But Brilliant At The Same Time [View article]
    Rarely do you see the medium used so effectively. The spot reflects the product's capability to a "T" and leaves the door open for additional possibilities. "Spot On." :O)
    May 3 10:53 AM | 3 Likes Like |Link to Comment
  • New Lumia Ad: Outrageous But Brilliant At The Same Time [View article]
    If a great spot runs in Zurich and isn't aired here..is it still effective? Of course! Thanks to our author and posters, this old ad man has replayed that numerous times for the sheer simplicity it takes to be convincing.

    Not to imply in any way the creative process was simple! Not hardly. To be that impressive took some long hours! Thanks..Johnny/San Antonio P.S. Derek..that video you offered up was just majestic!
    May 1 02:56 PM | 3 Likes Like |Link to Comment
  • More on Cliffs Natural Resources' (CLFQ1 results: U.S. iron ore pellet sales volume totaled 3.1M tons vs. 3.4M a year ago, mostly due one customer's bankruptcy last May; iron ore sales are historically lower during Q1 vs. other periods due to Great Lakes seasonal shipping constraints. Expects end markets for its products to remain healthy. Shares +6.2% AH. [View news story]
    Right you are, User. I mentioned elsewhere we'll need pallets to haul off the profit just this quarter has generated...over $22 this morning..certainly, we sold some..but are keeping more. Johnny / San Antonio
    Apr 25 11:15 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    It was a matter of time. Will need a truck with pallets to take this home! Seriously, Matthew pretty well nailed this as the stock is well over $20..$21.84 the high so far this morning. While I make light of making a nice profit, we've kept a hefty amount, as I do believe: "This is one step in the right direction for management in their quest to regain shareholder trust." Johnny / San Antonio
    Apr 25 11:07 AM | Likes Like |Link to Comment
  • Comcast and NBCUniversal ‘Make Change Happen’ in Communities Around the World on 12th Comcast Cares Day [View article]
    This is PR ...no more..no less. The primary problem with Comcast (CMCSA) is people. They need a house cleaning. They are competitive in every way with the other media giants with one glaring, agonizing exception...those in place now haven't got a clue as to what they're doing. Like having a fine sports car but no knowledge as to how to drive the darn thing. The people behind the wheel will only continue to wreck it and the share holders in the passenger's seat are the ones getting killed.

    From acquiring movie rights of great books to spending money for descent (if not exemplary) writers, Comcast is an embarrassment to all of us that own the company. It's far more than a cable company (which is worse than Time Warner in Customer Service ..something I didn't think possible). It's a movie producer, distributor, and so much more. And not ONE (1) component is being handled correctly so as to generate a profit. CMCSA is, in a word, pathetic.

    The only way to get this thing off the dime is a massive change in people, structure and organization. Johnny / San Antonio
    Apr 23 11:07 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Sell Phillips 66, Buy Valero (4/10/13) [View article]
    VLO is a gem..has been for years. At one time, of the Fortune 400 companies, it was named the best to work for. Had a super CEO for decades. Diamond Shamrock and Valero stores push food and VLO products. Hop on board if you're not already..the profits are fine! Johnny / San Antonio
    Apr 11 01:58 PM | Likes Like |Link to Comment
  • Comcast Is In Trouble [View article]
    Scott Ryan..your disdain for Comcast is on par with mine for Warner. This customer of 16 years has had too many surprises from this monolithic megalomaniacal monopoly. What's a vidiot to do?

    "Refuse to listen to their customers." Well put. As previously mentioned, I despise Warner. Organized Crime personified. They are basically the same as Comcast. In a city of two million, our council thought it wise to give consumers one (1) choice for their utilities. Down the road, an old friend living in a much smaller city..but with a vast selection of providers..only laughs when I complain.

    I understand how you feel. I'm getting robbed by my cable company and the electricity it takes to watch "Gunsmoke." Nothings fair. To add insult to injury, the damage Eagle-Ford has done to our suburban streets and highways is horrendous and we get the tab. Keep up the good fight..and best of luck. Johnny / San Antonio
    Apr 10 01:49 PM | 3 Likes Like |Link to Comment
  • Comcast Is In Trouble [View article]
    Good article..as usual. I see things differently, however. With lean organization and staying out of debt, CMCSA can only build on a solid foundation. They have time, I have some time and when the cereal box shakes out and the true contents revealed, there will be superior product..programming and film..spending money on the best writers, etc. is a far better approach than paying interest on a loan. More immediate return.

    They have the right idea. If (when) they produce a quality product, sales will jump. As you say, their internet is the cash cow. The right people in the right place at the right time doesn't happen often in this business, but when it does...ooh, Baby!

    I can see this gem surpassing Merrill's $60 price in under two years. Then, like JNJ and others, it won't be attainable to the average Joe. The smart investor..IMO, will get in now. Johnny / San Antonio
    Apr 9 10:21 AM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources (CLF) +2.1% premarket after a positive Barron's piece over the weekend which says the selling in CLF looks overdone after being the worst performer YTD in the S&P 500. Shares could double in the next year after discounting a sharp drop in iron ore prices; execution should improve at Bloom Lake, and CLF could become a takeover target if valuation falls further. [View news story]
    Good to see it in print. We've thought that all along and while we'll lose a little, the profit should erase it. We'll see what happens! Good luck to all! Johnny / San Antonio
    Apr 8 09:35 AM | 1 Like Like |Link to Comment
  • 7 Reasons To Sell The Number 1 Cable TV Provider [View article]
    Be it Comcast or Time Warner, they (cable companies) are a deplorable lot to deal with. Like a certain on line tax preparation company, they seek answers to my questions from a pool of FAQ's, and never get it right.

    I'm a vidiot and don't enjoy seeing my bill rise as we reboot for the second time that day.
    Apr 6 11:35 AM | Likes Like |Link to Comment
  • 7 Reasons To Sell The Number 1 Cable TV Provider [View article]
    Good piece. For us, we're in for the long haul, S.S. Having spent 35 years in broadcasting ( a quaint word today)...helping start and nurture CCU until it became a huge ulcer and lacked the adventure of the 70's through the early 2000's.

    This (CMCSA) is going to gather itself, give the people what they want and be unattainable to the average investor (I.E. JNJ, etc.). As Kiss pointed out, Comcast snagged this at a fire sale price. We got WOAI in San Antonio (CCU Flagship) for pennies on the dollar when Avco liquidated their b'cast holdings. Red bagged that one.

    I see Comcast as I viewed CCU. It's just taking off, and those who got in at today's price and lower will enjoy a very nice profit.

    My children will look back and think I was lucky to get it at $29 to $40 a shr. Good luck to all! Johnny/San Antonio
    Apr 4 02:19 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Support Reached [View article]
    Thank you all. Not enough are selling to satisfy the "Close Buy Orders." It's my understanding the above situation would signal an uptick in the stock's price. Is CLF being shorted on a large scale?

    I may be all wet with my question..but it's something I don't get. Thanks for your info! Johnny/ San Antonio
    Mar 20 12:45 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Support Reached [View article]
    Thank you for the article, Doolan. It has helped my wife and I to understand this stock a bit more. Question, please. For the last several trading sessions CLF has had Close Buy Orders but the price keeps dropping. Would you or one of your readers cast some light on that for us? Thanks again! Johnny / San Antonio
    Mar 19 10:30 AM | Likes Like |Link to Comment
  • 6 Dividend Growth Stocks I Wish I Owned [View article]
    I learn a lot from S.A. Posters and Authors alike. FWIW, toss this in the hopper. I hear figures (realistic no doubt) of $1.5 million (and up) portfolios, and to those hard working people...I applaud the excellent job you've done. Not average though.

    Remember the ad some broker (ING?) had with people walking around with varying amounts of money under their arms? These figures ranged from $500,000 to $6,700,000 and represented the amount of money it would take for them to retire and continue their lifestyle. I take issue with that. My wife and I retired at 50 (now 67).

    No vineyard or yacht..but we can do what we want, when we want, where we want because of what we Don't have: debt. Not a cent to any living soul or entity. We have a few thousand rolling in every month, brokerage checking account, a household account for everyday things, and an emergency fund that grows monthly plus two investment accounts..one a joint, the other my IRA.

    It's vital, IMO, that young investors stay out of debt and try to curb the urge to buy the 'Vette with Uncle Harry's inheritance, and invest it instead. Sounds old school..and it is. However, it does work. Have a great weekend all..what a market! Johnny/San Antonio
    Mar 8 01:45 PM | 5 Likes Like |Link to Comment
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