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  • A Closer Look At MusclePharm [View article]
    Their products are great, but having -$23m net income on $17m of revenue is pretty hilarious. Not a good investment. I will continue to buy their products, though.
    Feb 10, 2013. 12:59 AM | Likes Like |Link to Comment
  • Finally - Reality Is About To Hit Amazon Shareholders [View article]
    Trade the trend, not the opinion...
    Jan 29, 2013. 11:20 PM | 1 Like Like |Link to Comment
  • Buy Ford: I Am Raising My Price Target [View article]
    "Alan's leadership is what has turned Ford from an uninspiring brand into a full blown luxury brand that spreads the globe."

    Stopped reading after that. Someone ban this idiot from posting. Amateur analyst posting from his bathroom giving out price targets. This site can be a joke.
    Jan 27, 2013. 04:45 AM | 3 Likes Like |Link to Comment
  • Ackman Was Too Kind In His Attack On Herbalife [View article]
    What is your opinion on NUSKIN? Are there any MLM companies that you do believe are operating ethically?
    Jan 24, 2013. 07:52 PM | Likes Like |Link to Comment
  • Wells Fargo (WFC) ups its quarterly dividend to $0.25/share from $0.22. The yield rises to 2.85%. The increase is part of the capital return plan approved by the Fed last March. This year's capital plan was submitted for Fed review on January 4. (PR[View news story]
    That's an overly simplistic view, don't you think?
    Jan 23, 2013. 04:04 AM | Likes Like |Link to Comment
  • What Is Wrong With Intel? [View article]
    There are so many parts of the world that aren't yet developed. They are huge potential areas for growth. Yes, I'm long INTC for the LONG LONG-term. I'll happily collect 4.4% yield (when I bought) until the capital appreciation is there.
    Jan 20, 2013. 07:01 PM | Likes Like |Link to Comment
  • Apple: Cheaper Phone Means Cheaper Stock? [View article]
    As long as you recognize it and profit from it, kudos to you sir.
    Jan 16, 2013. 09:38 PM | Likes Like |Link to Comment
  • Apple: Cheaper Phone Means Cheaper Stock? [View article]
    How's that bitter pie taste?
    Jan 16, 2013. 09:37 PM | 1 Like Like |Link to Comment
  • Apple: Cheaper Phone Means Cheaper Stock? [View article]
    They need a lower price point phone to reach more Chinese consumers. They will make up for the loss in margin with volume. Easy peezy.
    Jan 16, 2013. 09:26 PM | 3 Likes Like |Link to Comment
  • Is There A Worm In The Apple? [View article]
    All I can say is this: Has anything fundamentally changed with the company since September when it was trading happily at $675-$700? No. Yes, yes, there is slight margin compression and increased competition. Nothing new. At $485 it's a bargain. Plain and simple. These debates are always fun to read. I tend to agree with the more educated and stable folk rather than the doom and gloom who fall for overblown negative hype. It reminds me of the 2012 Mayan calender or people who think that there will be a civil war soon in the U.S. or that buying gold bullion and storing it in their backyard is the only way to preserve wealth. I'm long AAPL.
    Jan 15, 2013. 11:49 PM | 2 Likes Like |Link to Comment
  • Apple: Get Ready For January 18 [View article]
    You shouldn't put periods, where they don't, belong.
    Jan 13, 2013. 07:38 PM | 1 Like Like |Link to Comment
  • McDonald's Has A Cultural Clash And May Soon Get Help In Solving It [View article]
    Activist shareholders getting involved in McDonald's? Am I reading that correctly? The reason activist shareholders try to get involved in companies such as Burger King, JC Penney, Netflix, Best Buy, etc., is because they have market caps around 4-7 billion. McDonald's is an almost $92 billion dollar company.

    How would one spin off the McCafe? Open a bunch of coffee shops like Starbucks? Sell it via K-cups in grocery stores? People incorporate the McCafe into their daily routine because it's fast, relatively high quality, cheap, and they can drive-thru and be on their way in a couple minutes. Trying to spin-off something like that which drives traffic to the restaurant just doesn't make any sense to me.
    Jan 10, 2013. 05:13 PM | 2 Likes Like |Link to Comment
  • JPMorgan Chase: World's Best Universal Bank [View article]
    "Over the next twelve months, the stock is likely to appreciate from $45.36 to $70.62 per share."

    How can you say that it's likely that JPM goes from 45 to 70 per share? That's a bizarre statement. I agree that JPM is the best of the investment banks. I think it has a chance to be $70-$75 but not until 2015 or 2016. There isn't enough global growth or margin expansion to realistically expect that kind of price appreciation. My 2c.
    Jan 6, 2013. 06:51 PM | 1 Like Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    "What is the justification for SNE to trade at a discount of 66% to 85% to these dogs?"

    The company is losing money every quarter, has declining YoY revenues and declining margins. That's not good when your margins are already below zero.
    Jan 5, 2013. 11:09 PM | 1 Like Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    I just don't understand why analysts and the street are preparing for Apple's funeral. They have already began digging and are prepping the casket.

    Apple isn't anywhere close to done in terms of product innovation. As soon as the Apple TV hits, the stock is headed for the moon. You won't hear them talking about margin compression after that. Everyone will want one. Margins drop a percent or two and the street freaks out. Ha. What did they expect? Margin expansion all the way up to 50%? 60%?
    Jan 5, 2013. 05:20 PM | 1 Like Like |Link to Comment