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Minutemen

Minutemen
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  • Why I Sold All Of My Intel Shares This Week [View article]
    QTR: I could care less what you did with your INTC shares as I make my own investing decisions, but based on your prior long-term, bullish comments in three previous articles (see quotes and comments below), you have now (IMHO) completely invalidated any credibility you may have as a SA contributor. Taken from the perspective of SA readers who may actually use the information you write to help inform their decisions, your sudden divestiture of all your shares is in stark contrast to your previous long-term, bullish articles. Now I fully recognize that fundamentals can change for a company and cause one to re-evaluate a thesis and change one’s opinion, but your change of mind came within only a matter of a few days to a few weeks of your initiating a position and then exclaiming to the world why they should go long INTC. This is complete hypocrisy and your articles only serves to contribute more noise to investors and not any actual advice. If this were a small cap stock, your articles would be described as "pump and dump" schemes and I think your status as a contributor would be under consideration to be revoked.

    Disclosure: I have been and continue to be long INTC

    Your previous statements on your long-term, bullish outlook on INTC:

    On Feb 24, you wrote:

    “I think with the price lower and the dividend yield on its way up (even though disgruntled Intel longs will complain about them not raising the dividend), this is the time to be buying Intel. I plan on adding to my position on Monday when the market opens - I see Intel moving up from here through the end of 2014.”

    Source:
    http://bit.ly/1fA2tdg

    Then on Mach 17, you wrote:

    “This is one of the reasons I recently called Intel one of 3 dividend payers to buy if markets continue to dip. In addition to the above presented argument, I cited the following reasons for giving Intel a ‘buy.’”

    Source:
    http://bit.ly/1fA2rSD

    Then on March 19, you wrote:

    “Long-term, Intel remains a strong vehicle for growth…. I firmly believe that Intel - even without this opportunity - is likely to be a good long-term buy for dividend investors and those looking for long-term growth. The company has plenty of cash to do its business with and its fundamentals are sound - Intel isn't going anywhere anytime soon.”

    Source:
    http://bit.ly/1fA2rSH
    Apr 3 10:33 AM | 16 Likes Like |Link to Comment
  • A Deeper Look At The Galena Biopharma Controversy [View article]
    I suppose if the author disclosed he was long GALE and wrote a glowing article, you guys would all be gleefully exclaiming what great article this was and how the sky is the limit for GALE. The author disclosed he was short and laid out his case. Nothing wrong with that.
    Feb 14 09:58 AM | 16 Likes Like |Link to Comment
  • HTA Is In The REIT Class That Teaches The ABCs Of The MOBs [View article]
    Uptick: Yes, under Obamacare MOBs and doctors will all be replaced by witchdoctors who practice in cheaply constructed and and cheaply financed Voodoo Office Huts (VOHs). Avoid MOB REITS like HTA and wait to get in on the ground floor with VOH REITS.

    Disclosure: I'm long HTA.
    Apr 22 10:30 AM | 12 Likes Like |Link to Comment
  • The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
    With the iWatch, you'll be able to tell what time it is with absolutely stunning retina display.
    Mar 5 09:45 AM | 10 Likes Like |Link to Comment
  • Altria: A Classic Dividend Growth Stock [View article]
    Altria only sells cigarettes in the U.S. Phillip Morris (PM) sells cigarettes internationally. Demand for tobacco will exist whether it is sold legally or illegally. There is no moral issue with investing in a company that sells products for which there is a demand and its consumers are aware of the risks.
    Apr 17 09:17 AM | 9 Likes Like |Link to Comment
  • Apple's Crime And Punishment [View article]
    @john4567: Your response is an extreme overreaction to the article. I did not interpret the article to be a criticism of Andy Zaky at all, but rather just providing some well articulated thoughts on the psyche of various investors (and I hold that any one investor can take on the psyche of any of the investing personalities at one time or another).

    In any case, based on your emotional rant, you are clearly a categorical number 4 AAPL investor (at least at this moment in time). But that is understandable based on the apparent loss you have taken on AAPL shares.

    Category 4 AAPL Investor:

    4. A large number of more recent owners, the greatest percentage of which will also neither understand or care about the fundamentals will have negative feelings associated with the shares, perhaps for the remainder of their investing careers.
    Mar 13 08:08 AM | 9 Likes Like |Link to Comment
  • Why Intel TV Will Fail [View article]
    You pay $180/month for a Comcast bundle package? Wow, that's a lot of money. I only pay $54 (including all fees/taxes) for phone and internet (no cable) and I pay $8 for Netflix. Who needs cable.
    Feb 13 12:51 PM | 9 Likes Like |Link to Comment
  • Realty Income: Buy The Dip? [View article]
    I agree with dkostek. Secondary offerings are part and parcel of owning REITs. You need to be aware and get used to them if you plan on owning a REIT.

    O is an extremely well managed REIT, and investors can be ensured the the management team will turn this initially dilutive capital offering to accretive gains for shareholders. This could be in the form of additional investments (properties or buy outs of other REITs) or could be used to pay down existing debt so that they won't have to take out loans in the future at potentially higher interest rates to do so. In either situation, this will result in positives for long-term investors.

    Long O.
    Mar 27 11:36 AM | 8 Likes Like |Link to Comment
  • Democrats push forward with call for higher minimum wage [View news story]
    I think that increasing the Earned Income Tax credit is better approach than raising the minimum wage. It doesn't affect employers at all and provides more income to poorer families (who can then buy more goods and services).
    Mar 5 09:17 AM | 8 Likes Like |Link to Comment
  • Realty Income called a Sell at Morgan Stanley [View news story]
    Moran Stanley must be looking to buy some O.
    Apr 8 07:48 AM | 7 Likes Like |Link to Comment
  • Intel An Embarrassment? No. [View article]
    And in the future, the "Intel Inside" logo may take on even more significance and literal meaning as we move not only to wearable devices, but to swallowable and surgically implanted chip devices.

    I can't wait to get my "Intel Inside" tat!
    Mar 7 09:26 AM | 7 Likes Like |Link to Comment
  • Realty Income: Lower Rates Should Provide A Boost [View article]
    I also agree with your article. Thanks for posting and for highlighting O's largely freestanding commercial space and assuaging investor fears over the recent news on the declines in the inside shopping mall space.

    I remain long O and have been enjoying share repurchases on the cheap!
    Jan 24 12:34 PM | 7 Likes Like |Link to Comment
  • It's not enough nearly every prominent bear has decamped to the bullish ranks, but so-called "black swan" funds - set up to profit from market panics - have fallen out of favor. "If the world's central banks have decided they are going to do whatever to support the economy, then you are not going to have crazy volatility," says Nicolas Rousselet in the kind of quote the speaker will likely regret saying at some point. [View news story]
    Let a crash occur. I won't exit my positions, I'll just add more to them.
    That strategy paid off nicely for me after the 2008-2009 crash.
    Apr 5 09:30 AM | 7 Likes Like |Link to Comment
  • Why This Rally Will Not Last [View article]
    Greece could save itself by adopting the gyro as its currency. Those things are tasty!
    May 29 02:07 PM | 7 Likes Like |Link to Comment
  • Coca-Cola: Downside Is Less Than 5% [View article]
    KO goes up, KO goes down. Meanwhile I sit back, tune out, and continue to re-invest the divys and receive steady annual pay raises from KO (and my other dividend growth investments). Wake me up in 20 years. I'll either be living in world run by Cylons or will be a very rich man. I think the latter is more likely.

    Long KO and sleeping easy.
    Apr 18 11:39 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
511 Comments
745 Likes