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The Fox

The Fox
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  • Baidu: Buy On The Drop? [View article]
    Although you make some good points....why not invest in yourself when you are undervalued? I would be concerned if BIDU didn't initiate a buy back. It would show a lack of confidence in the stock. Buy backs have been excellent drivers of EPS increases over the years. is "manufactured" by reducing the float, but really, who cares? I, actually, wish the buy back was more substantial. To put things in perspective...CAT just initiated a buy back that was TEN times larger and their market cap is $13 billion less. One billion is peanuts.
    Jul 31, 2015. 02:58 PM | Likes Like |Link to Comment
  • Gilead's Next Big Acquisition: Where Will They Expand? [View article]

    Actually, your comment is the thing that is laughable. If you have no confidence in the writers on this site then WHY ARE YOU HERE!!!! Ridiculous comment on your part.
    Jul 29, 2015. 01:52 PM | 6 Likes Like |Link to Comment
  • Baidu: Buy On The Drop? [View article]
    Well...yes...I think it is fair to say I am a tad unhappy, but that is investing. I guess I hate violating Buffet's #1 rule (don't lose money). I do, however, appreciate people like yourself that take the time to help the thank you.
    Jul 29, 2015. 10:22 AM | 2 Likes Like |Link to Comment
  • Baidu: Buy On The Drop? [View article]

    I get the fact that you like a company that is trying to enter into new revenue streams, but I have to wonder if they are trying to be too many things to too many people and won't do any, outside of search, very well. I believe Peter Lynch called this "deworseification" when a company gets away from their core business. You didn't really address their chances of success against the likes of BABA who have a big lead many of these areas. Spending money doesn't insure success by any means, so this is a wait and see for me. I am long, unfortunately, but did average down at $162.50. I fear this was an unwise use of capital (averaging down) but will see how things shake out.
    Jul 29, 2015. 09:59 AM | Likes Like |Link to Comment
  • Baidu: Stay Away From This Value Trap [View article]
    Yeah...and getting scorched to the tune of -15% today. Author clearly was spot on and I am long Baidu...unfortunately. I am not a cheerleader for any stock though, so I give credit where it is due. Good call... Wish I had listened.
    Jul 28, 2015. 09:46 AM | 3 Likes Like |Link to Comment
  • Biogen Q2 top line up 7%; EPS up 31%; guidance lowered; shares off 6% premarket [View news story]
    A dividend wouldn't temper investor emotion on a "down 18% day". It wouldn't even be a consideration. If it was...I would question the sanity of the investor(s).
    Jul 24, 2015. 01:28 PM | Likes Like |Link to Comment
  • Fitbit: Shorts Don't Get Any Easier Than This [View article]
    They don't have to solve for discipline...they just have to make you MORE prone to exercise. Big difference.
    Jul 19, 2015. 08:55 PM | Likes Like |Link to Comment
  • Fitbit: Shorts Don't Get Any Easier Than This [View article]
    Author is wrong about devices not impacting exercise discipline. Studies indicate that devices like the Fitbit actually do increase the amount of exercise accomplished because it, being worn on the wrist, is seen as a constant reminder to the user. I don't need a crutch like that, but some might. Also, I have no dog in the race. Neither long nor short.
    Jul 19, 2015. 01:09 PM | 3 Likes Like |Link to Comment
  • Baidu: A Juicy Opportunity In The Wake Of China's Crash [View article]

    Where are you getting these numbers? I have it falling 25% from its high of $251. Where are you getting 45% from? I agree with you that it is a good buy (I own it), but your PE ratio and other numbers appear wrong (which hurts the credibility of the article).
    Jul 10, 2015. 03:47 PM | Likes Like |Link to Comment
  • Cummins Is A Great Opportunity For Value Investors [View article]
    Narrow moat....yeah OK....about as narrow as Ford or GM...
    Jul 8, 2015. 07:27 PM | Likes Like |Link to Comment
  • Wynn Resorts Is A Win For Enterprising Investors [View article]

    Explosive growth? Is that defined by YOY numbers that aren't down -40%? I would settle for stabilization at this point.
    Jun 26, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • Wynn Resorts: Set To Double By 2018 [View article]
    I have a position in WYNN and enjoyed the article. I agree that WYNN is undervalued, although the smoking ban (potential) is a huge concern. Smoking and gambling seem to go hand-in-hand (at least it appears that way as I am unable to breath when visiting casinos here in the states). My other concern actually has little to do with WYNN. It is "market risk". We are due for a correction at some point (been saying this for a while now and have been wrong). I think WYNN in the $80s isn't inconceivable.

    Again...liked the article. I thought it was balanced and not the typical cheerleading article I see so often on SA. Thank you.
    Jun 26, 2015. 11:35 AM | 6 Likes Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Yes....that one....
    Jun 24, 2015. 05:40 AM | Likes Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Artist still get paid when the service is ad driven (Pandora, Google Play, etc.). Who said anything about the artist not getting paid? Also, lets not break our arms patting Apple on the back. They buckled to public opinion (Taylor Swift's open letter) on the artist payment issue. Apple isn't that warm and fuzzy company you picture them. Anyone remember when Foxconn had to install suicide nets on the outside of their building because Apple's order demands were causing workers to jump out of windows (like a lot of people) rather than stay another minute.

    This service wll bomb big time. Like I said...this can't work because NOBODY will pay for music you can get for free.
    Jun 24, 2015. 05:40 AM | 1 Like Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Crushes all their competitors like ants? You mean like when they crushed Google with their mapping software? Apple is NOT going to win in this space with a paid service because nobody can. Only a complete mouth-breathing moron would pay for something you can get for free elsewhere. Not happening.
    Jun 23, 2015. 12:13 PM | 1 Like Like |Link to Comment