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The Fox

The Fox
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  • An Easy Option Trade You Can Execute Now On Apple, Sprint And Other Stocks [View article]
    Yeah...but that is a risk whether you write calls or not. I think that goes without saying.
    Oct 21 08:20 PM | Likes Like |Link to Comment
  • An Easy Option Trade You Can Execute Now On Apple, Sprint And Other Stocks [View article]
    Awesome!!! I appreciate the wisdom.
    Oct 20 09:47 PM | 1 Like Like |Link to Comment
  • Short-Selling Green Mountain Coffee Roasters [View article]

    As a guy who doesn't have a dog in the race, but has been around investing a LONG time you have, indeed, sipped the kool-aid. You are emotional about the company which is ALWAYS a bad thing. You stated above that you didn't think Walmart or Target would try new, cheaper suppliers. Are you serious? That is their business model!!! They will make the alternative themselves....Walmart with their "Value Brand" and Target with their "Market Pantry". You are in for a rude awakening. Look what happened to Starbucks when MCDonalds start offering the exact same thing for $2 less per cup. Hammer time. It is simple math. I get two for one and it tastes the same. Pretty easy to figure out.
    Oct 19 08:46 PM | Likes Like |Link to Comment
  • $10,000 Portfolio Update: Buy, Hold Or Sell Apple? [View article]
    Long RIMM or long RIMM puts?
    Oct 19 12:20 PM | Likes Like |Link to Comment
  • Microsoft, Wal-Mart and Cisco: Which Will Pop and Which Will Not [View article]

    Your piece seems strikingly similar to an article written in this month's Money Magazine. Strikingly similar.
    Jul 17 01:54 PM | Likes Like |Link to Comment
  • Netflix: What Gives Investors a Reason to Believe? [View article]
    Bro...good comments, but the Webvan comparision is ridiculous. Seriously?
    Jul 12 08:43 AM | 1 Like Like |Link to Comment
  • Netflix: What Gives Investors a Reason to Believe? [View article]

    I agree it is overvalued at the current price, although it is a very viable business in my view. I am curious what you mean by "competition is gearing up". Sure, there will always be competitors, but I have seen nothing to suggest that their business is even remotely threatened. Have you? I have heard all the different companies that want to get into the business, but so what? Microsoft was going to dominate with Zune and it never happened. Netflix, although widely overvalued, has a huge (and probably insurmountable) lead. There are king of this space by a long shot.
    Jul 12 08:41 AM | 1 Like Like |Link to Comment
  • Netflix Insider Selling: Should Investors Be Concerned? [View article]

    I admire your conviction, but shorting since $160 (and still maintaining that position) is not, in my humble opinion, good money management. It appears by your comments that you have been "averaging up" since that price, but that is a dangerous game. I have done that and paid dearly. Better to get stopped out, admit you made a mistake, and then live to fight another day. I don't know that Netflix ever sees $160 again. I hope it does for your sake.
    Jul 9 07:27 AM | Likes Like |Link to Comment
  • Google Has 45% Upside Potential [View article]

    I couldn't agree more. I read the entire MS report and it was pretty anticlimatic. The whole thesis was based on increased spending due to hiring and administrative costs. Seriously? I don't remember reading anything about slowing growth or increased competition. Android has passed Apple's OS as the most used cell phone OS in the world. Google Search is used in over 80% of searches in this country. As someone else stated, they are a cash cow. MS adjusted their price target from $645 to $600 (less then 10%).

    It just looked like a BS report in order to get MS clients in GOOG at a cheaper price. GOOG has advanced about 10% since the last week in June vs. 5% for the S&P 500. I imagine earnings will be good and the advance will continue.
    Jul 8 04:46 PM | Likes Like |Link to Comment
  • 4 of My Worst Stock Picks and the Importance of Risk Management [View article]

    It is refreshing that you are willing to share your failures with the rest of us. It lends credibility to you in my opinion. I am pretty tired of blowhards like Commonsense that patronize other investors without contributing a damn thing along the way. In fact, they almost always comment on what has happened verses what will happen. Useless bantor.

    Anyway, I agree with you on Netflix, although it is a freight train here. CMG is in the same boat. These stocks will go down, but when? Your risk managment strategy is the only way to play these (to the short side anyway).

    OPEN is where we differ. Google is entering this space (offering a free service) and OPEN, according to what I have read, is being valued at $95,000 per restaurant subscriber based on the insane market cap of $2 BILLION. To put this in perspective, Aeropostale is valued less then that and every teenager in America wears their product. I think anyone investing in this stock is...well...insane.

    Take care!!!
    Jul 8 10:33 AM | 1 Like Like |Link to Comment
  • 8 Reasons Chipotle Is a Short [View article]
    Positive Equity,

    I couldn't agree more. The author is right...this IS a short candidate, but to do so early could / will cause you max pain waiting for the eventual sell off. The thing about CMG that people miss is that it is just a fast food restaurant. That is it. Yes...their average ticket price is the highest of the bunch because folks (like me) are willing to pay more for fresh (and, in some cases, organic) food. At the end of the day, though, it is still just a restaurant-type establishment that will be valued as such in due time. Wait for the mutual funds to start selling though. I agree with you on that. Then pile on. Following the whales is the name of this game.
    Jun 30 02:21 PM | 4 Likes Like |Link to Comment
  • 3 Tech Stocks That Have Hit Rock Bottom [View article]
    Although I agree that those stocks should be at, or close, to a bottom...what upside potential do they represent? MSFT has been a good value for the past several years, as has Walmart. Both are value traps. I don't think you will lose much money with CSCO or HPQ, but the real question is...will they outperform going forward. Maybe...maybe not.
    Jun 24 12:51 PM | Likes Like |Link to Comment
  • Biggest Positive Intraday Reversals During the Current Bull Market [View article]
    Lack of short term supply? Are you serious? From who....Libya and the .000000000002% they produce for world consumption? This is clearly a manipulated commodity. There is no shortage....just the unassuming lemming society that believe everything it reads and hears. Sad. This move just looks so desperate to me. Release the reserves so prices go down for a week or two. Guess where they are going once they stop doing this? Right back to where they were beforehand. It's ridiculous.
    Jun 24 07:20 AM | 2 Likes Like |Link to Comment
  • Buffett Takes Stake in MasterCard - Should You? [View article]
    I completely disagree with the trust angle given to V or MA. Apple has a cult-like following, and I would surmise people already trust them MORE then either of the forementioned stocks. Really go out and talk to Apple loyalists. This company is synonomous with high quality and consumers would absolutely trust them with credit purchases. Google? Not so much in my opinion. I have no position in Apple (regrettably), but I know many folks that don't have two nickels to rub together that wouldn't think of buying anything other then a Mac or iPhone. Those type folks wouldn't hesitate to trust Apple.
    Jun 23 07:10 AM | Likes Like |Link to Comment
  • Visa and MasterCard: Looking Beyond Durbin [View article]

    Laughable, ignorant response. This entire website is geared towards making wise investment decisions. It isn't a site that champions corporate responsibility. Hell, while you are at it you might as well take a shot at Apple for being too profitable and not giving more to the poor. If the tranaction fees on credit cards are cutting into your savings plan then come on over to my house. You can wash my car and mow my lawn. I will pay for a year of your tranaction fees out of my spare change jar. It will hardly make a dent. Pathetic.
    Jun 13 05:38 AM | 4 Likes Like |Link to Comment