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InvestorCP

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  • Even as Linux vendor Red Hat (RHT) produced a strong quarter and guidance, Jim Cramer thinks EMC (EMC +0.9%) is the place to be in big data storage. EMC goes for ~14.7x earnings with a 15% long-term growth rate; with EMC having positive exposure and being a leader in storage and analytics, enterprise storage, data protection and security, Cramer sees shares going much higher.  [View news story]
    I do not think Red Hat is in the storage market like EMC. If we talking about cloud computing, then storage vendors are a good place to be. I like EMC, but I prefer Seagate in the storage area.
    Mar 30, 2012. 03:48 PM | Likes Like |Link to Comment
  • Adobe (ADBE -7.9%) says it will stop developing Flash for mobile browsers, caving into criticism that Flash is too unstable for smartphones and tablets. It's a defeat for Adobe vs. Apple (AAPL -1.9%) in their long-running battle since Steve Jobs refused to allow Flash on iPhones and iPads, and means that developers may stop using Flash tools to produce video, websites and applications for delivery over mobile browsers.  [View news story]
    I was very surprised when I saw this - I have been wondering for a while if Adobe was going to really turn it into a full fledged virtual machine. Closer to JVM capabilities than a rich content media player, which is what I think its best classified as.

    Obviously the answer is no - the slow adoption of 64-bit browser integration was probably the best hint. The move to a full blown virtual machine would have been a major overhaul, but I think it would have been their best platform for the mobile device market.
    Nov 10, 2011. 11:12 AM | Likes Like |Link to Comment
  • Cisco Turnaround On Track [View article]
    I think I would separate earnings turn-around from product turn-around. They may have started to make progress on the earnings side, but unless they make some significant product changes, this is short term.

    Their fundamental problems in the product line and marketing are still there. In some ways, its a replay of EMC in the storage area a couple of years ago. Market dominance, products getting stale, arrogance with customers, losing share, cutting workforce to bump up earnings.....
    Nov 10, 2011. 10:40 AM | Likes Like |Link to Comment
  • The TJX Companies, Inc., Oct 2011 Sales/ Trading Statement Call, Nov 03, 2011 [View article]
    They are a pretty consistent performer over the last couple of years. I have owned the stock for a little over a year, and the combination of dividend and share price appreciation has worked out well.
    Nov 3, 2011. 06:59 PM | Likes Like |Link to Comment
  • Favorable Risk/Reward In Undervalued Barclays [View article]
    BCS has been a "whipping boy" for many years, despite managing their way through the financial crisis OK. There is some "hate to love" factor with the stock, since its always lagged its peers in valuation.

    I think your financial analysis is reasonable regarding their valuation, I am not sure the stock goes anywhere for a while (1year+?) on sentiment. Declines the numbers you have cited + financial sector, seems to equal "falling knife". They (BCS+large financials) have at the very least, a perception problem. The larger financials, both domestic and foreign, are still priced as risky assets, relative to smaller banks and most of the market.

    They have been a well managed company with value-added products (such as launching iShares ETF/ETN), for decades. The Lehman assets (now part of Barclays Capital) was a fire sale at an opportune time. BCS has been not been fully appreciated since 2007/8. Disclosure: I have no holdings in any financials.
    Sep 28, 2011. 09:06 AM | 1 Like Like |Link to Comment
  • Politico is reporting the vote on a continuing resolution to keep the government operating past September 30 has just failed in the House.  [View news story]
    Clowns
    Sep 21, 2011. 06:36 PM | Likes Like |Link to Comment
  • 3 Stocks That Could Double In The Next Year: LVLT, ZAGG, JAZZ [View article]
    No, I hold most stocks 3-5 years, and sometimes longer. I have documented returns of 24+% annually since 2002, so I hope my future is as fortunate as the past has been. The two best years I had were 2000-2001, but its easier to cut/paste from 2002 on from my brokerage account statement, so I took advantage of it on my site. I have never shorted a stock (shorted the Euro via an ETF one time).

    The date on your article is Oct. 15, 2010 and CVBF closed at $7.63 adjusted, so your actually looking at closer to +11% on the share price+ the dividend if you use that date.

    According to Merrill Lynch Master II High Yield Index, the average yield was 8.3 percent, and the Triple-C index is 13.6 percent today according to the WSJ, so I am not referencing anything out of the ordinary.

    Calling something a fraud is a legal charge, so I will give it to you if/when they implode. If "fraud" to you is excessively aggressive accounting, then you are right on them for sure. And many others which run up to that line.

    I do not dispute the quality of CVBF as a company and business, and that is a respectable return for sure, but had you taken the risk on ZAGG on the same date, and somewhat ironically, at the identical $7.63 close on 10/15/2010, you would have a 70+ percent return.

    Mr. Buffet does not always "walk the walk", otherwise why buy silver in the 1990's? There is no business in silver bullion, just a 36 year low to rally from at the time. And the economy was doing well in 1997, so it was not some anticipation of an economic related rally. He also bought junk bonds in 2001/2, but not the common stocks of companies, so I guess he just wanted the return and not being an "owner" of voting shares in those cases.

    My point is that you can be opportunistic occasionally, but do not let it mix with your overall philosophy. That is something Phil Fisher stated in his book, and I think Mr. Buffet has followed that now and again. ZAGG was one of those, and was EUO in 2010 for me.

    Your arrogance and condescending style in your posts is offensive, and again adds no enrichment.
    Sep 15, 2011. 03:15 PM | Likes Like |Link to Comment
  • 3 Stocks That Could Double In The Next Year: LVLT, ZAGG, JAZZ [View article]
    Based on your comments no one learns anything, and that is the point. The closest thing you have ever come to a hedge fund analyst is rubbing you wallet on a boxwood in the garden center at Home Depot.

    A stock that goes no where for two years might be a good business, but that is where you miss the point completely. If you cannot earn a return over a corporate bond yield, then why buy their common stock?

    You have a future in politics - say/write something without any value and never admit you make a mistake.

    I guess you need to "Read and Learn", since I indicated CVB Financial was not a fraud in my comment.
    Sep 15, 2011. 01:09 PM | Likes Like |Link to Comment
  • 3 Stocks That Could Double In The Next Year: LVLT, ZAGG, JAZZ [View article]
    Some insight on the 8k here: seekingalpha.com/insta...

    I sold yesterday - 8k was a game changer for me.
    Sep 14, 2011. 03:16 PM | Likes Like |Link to Comment
  • When compared to bonds, equities are "looking as cheap as they've ever looked," says Templeton's Lisa Myers. The flight of investors into bonds has made them very expensive, and when you compare yields today, "the delineation between the two has become huge." She suggests buying leading large-cap stocks that provide strong earnings to weather the market's storms. (video).  [View news story]
    No problem - thanks for the clarification. Ouch on the Caddy.
    Sep 14, 2011. 01:14 PM | Likes Like |Link to Comment
  • 5 Stocks That Will Benefit From Windows 8 [View article]
    The link to "....HTML 5 kill the App...." is some pretty far fetched reading. HTML5 biggest threat is to Flash from Adobe, and not full blown rich applications. Nothing of that kind of disruption happens by 2015 for sure IMO. I just do not see that - Java already does multiplatform, and I expect that Apple will put a JRE (Java runtime environment) on iOS at some point to stick it to Android.

    I think that ARM and Intel processors are really two different targets right now, as was noted by techy46. There is a power (battery in mobile devices) consumption difference that is quite large, not to mention the actual processor footprint for the device.

    How fast Intel can get the Tri-Gate 3D transistor technology on a 14nm footprint is likely one of the more important developments to watch - if they are too slow, the inertia of the ARM architecture alone could spell trouble for Intel.

    I recently bought INTC, but also own QCOM. Hedging my exposure a little, but NVDA bears some watching with due to their ARM presence.
    Sep 13, 2011. 07:47 PM | 2 Likes Like |Link to Comment
  • Intel Worth 80% More Than Its Current Price [View article]
    I purchased Intel back a couple of months ago, based on a less complex model (no WACC. among others), and I came to $28-32 per share as a price range with a high probability of occurring (12-24 months). Very well done article, and not just because I agree with the published outcome.
    Sep 13, 2011. 04:03 PM | 2 Likes Like |Link to Comment
  • When compared to bonds, equities are "looking as cheap as they've ever looked," says Templeton's Lisa Myers. The flight of investors into bonds has made them very expensive, and when you compare yields today, "the delineation between the two has become huge." She suggests buying leading large-cap stocks that provide strong earnings to weather the market's storms. (video).  [View news story]
    I dont actually - I agree
    Sep 13, 2011. 03:34 PM | Likes Like |Link to Comment
  • When compared to bonds, equities are "looking as cheap as they've ever looked," says Templeton's Lisa Myers. The flight of investors into bonds has made them very expensive, and when you compare yields today, "the delineation between the two has become huge." She suggests buying leading large-cap stocks that provide strong earnings to weather the market's storms. (video).  [View news story]
    Sorry to disappoint you but I am not, I can honestly say I just have not been as unfortunate as some. I will take my returns and be quite happy with them...in fact I have and continue to publish them. I lose now and then, just not too much.
    Sep 13, 2011. 03:26 PM | Likes Like |Link to Comment
  • 3 Stocks That Could Double In The Next Year: LVLT, ZAGG, JAZZ [View article]
    "...those who have repeatedly called frauds correctly" - I will give you LPHI, but CVB Financial looks like a miss on the positive review (not a fraud), but being positive on any financial in Oct. 2010 was likely to be a loser regardless of the company at this point.

    So who else?

    Your investment thesis on the shorts being wrong on CVBF was proven incorrect - that was a "big picture" miss, I guess.

    I will mention that their (ZAGG) recent 8K filing on 09/06 provides a different picture of the past few months as compared to their 10-Q provided as part of the earnings release. The numbers are present in the 8K, but missing from the 10-Q because the format of the form does not require them.

    Their recent preferred share filing also for HzO is curious, relative to whether they will try to "move" their patents there in the event problems arise with ZAGG. That is my personal speculation anyway - seems odd to create a separate legal entity for that being they are a small company.
    Sep 13, 2011. 03:12 PM | Likes Like |Link to Comment
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