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Dave McKay1

Dave McKay1
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  • The Political Backlash Against Renewable Energy Comes Too Late [View article]
    Fact #3. Dana says that Bush ruined his life (oh puhleeze!) and that Bush was "selected" by a idealogical court. Incorrect again. Facts are that the Supreme court voted 7-1, hardly idealogical. That was after Al Gore tried to cherry pick his favorite Florida counties and only recount those. EIGHT news organizations went down there later and did their own recount. They said that Bush still won the vote count. Facts are stubborn things aren't they? Read this and weep..

    http://tinyurl.com/nm8...
    May 30, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • The Political Backlash Against Renewable Energy Comes Too Late [View article]
    Fact #2. Dana says that Bush's idealogy created the Great recession..incorrect again..

    ..... LIBERALS CAUSED THE HOUSING MELTDOWN ......
    ....... 1977: President Jimmy Carter (D) signs the Community
    Reinvestment Act (CRA) guaranteeing home loans to low income families

    1999: President Bill Clinton (D) puts the CRA on steroids,
    pushing Fannie & Freddie to increase the # of sub-prime loans.

    2003: White House calls Fannie & Freddie a systematic risk.

    2003: Barney Frank (D-MA) says Fannie & Freddie are not in crisis.
    He bashes Republicans for crying wolf and calls F & F financially sound.

    2003: Democrats block the Republicans-sponsored regulations
    legislation.

    2005: Sen Schumer, (D-NY) says “I think Fannie & Freddie
    over the years have done an incredible job.”

    2006: Sen John McCrain (R-AZ) calls for reform. “For years I have been
    concerned about the regulatory structure that governs F & F
    and it needs to be reformed NOW.”

    2007: Democrats again block reform legislation.

    2008: Housing market collapses, Democrats blame the Republicans.
    May 30, 2015. 09:01 AM | 1 Like Like |Link to Comment
  • The Political Backlash Against Renewable Energy Comes Too Late [View article]
    Dana said on his website....""George W. Bush – Iraq, Katrina, the Great Shitpile. He wasn’t evil, and he wasn’t stupid. What he was, in the end, was weak. He let others lead us, and they led us astray. Dick Cheney was, and is, a truly vile, very frightened little man, who represents the worst America can become. Iraq left us unable to save New Orleans. Bush’s ideology and passivity created the Great Recession, which nearly destroyed the world economy. From the method of his selection by an ideological court, to his end as an object of ridicule, he ruined what should have been the best years of my life. America will never forgive him.""

    You have got to be kidding me. ALL of that is factually incorrect!

    Fact #1. Bush's response to katrina is rated higher than Obamas response to the oil spill.

    http://tinyurl.com/2eg...

    http://tinyurl.com/p4v...
    May 30, 2015. 08:59 AM | 2 Likes Like |Link to Comment
  • Will Avago Be A Rock In A Turbulent Semiconductor Sea? [View article]
    Your bio at the top of this page says "growth at a reasonable price" and "value" investor. Might wanna change that.
    May 30, 2015. 08:35 AM | Likes Like |Link to Comment
  • Skyworks Still Has Upside Potential [View article]
    I say a $180 price target in 18 months. Should earn $6 a share next year, a slight P/E expansion to 30 (to reflect all the growth) gets you to $180. NXPI stock price has similar growth potential
    May 30, 2015. 08:15 AM | 4 Likes Like |Link to Comment
  • Will Avago Be A Rock In A Turbulent Semiconductor Sea? [View article]
    "" I was worried about the valuation on Avago last summer, but the shares have risen another 85% since then. That makes that cautious stance a pretty terrible call in hindsight.""

    You are the typical value investor who sells their shares to the growth investor, (when it is no longer a value play) who then rides the stock up much further in a growth phase. As Warren Buffet famously said in the early-mid 1990's..."Yes, the stock market looks high and is high, but it is not as high as it looks".

    Meaning that the growth investor realizes that the future EPS will probably surprise to the upside in a big way. So, the value investor is actually selling way too soon, right when earnings are starting to ramp up. I remember when Peoplesoft, the software stock, had a PE of 100 right before it started its moonshot rocket ride.
    May 29, 2015. 09:34 AM | Likes Like |Link to Comment
  • First Solar Spectacularly Pulling Away From Peer Group [View article]
    Those numbers are indeed bad. No consistent growth. Haphazard growth is more like it. The whole industry is that way.

    You said dont judge based on quarterly results. I didn't, I went with yearly, just as you said to do. You do need a remedial reading comprehension course, that much is clear.

    Smart investors "looking ahead" is just guesswork. That is why you used the word "think" instead of "know". I go with the track record, you obviously go with guesswork. End of story.
    May 5, 2015. 09:22 AM | Likes Like |Link to Comment
  • First Solar Spectacularly Pulling Away From Peer Group [View article]
    The author said..""Depending on the revenue recognition of key projects, the Company can have wide revenue and profitability swings from quarter to quarter. It is far more instructive to look at the total year and measure the Company against the guidance.""

    Ok, let's look at the total year EPS...it's pretty bad...

    2010 was $7.85
    2011 $3.93
    2012 $4.95
    2013 $4.36
    2014 $3.91
    2015 analyst estimated $2.83
    2016 est. $3.21

    Yikes! That inspires absolutely no confidence at all. And with the very poor reaction of the stock price to the earnings report last week, this stock is dead money, at best!
    May 3, 2015. 09:46 AM | 4 Likes Like |Link to Comment
  • First Solar Spectacularly Pulling Away From Peer Group [View article]
    @cdgringrich..Yes, it does make the growing season for crops longer and therefore more bountiful. Feed the world! ;-) Of course, leftists want everyone dependent on government, which is the most inefficient provider of resources.
    May 3, 2015. 09:28 AM | 3 Likes Like |Link to Comment
  • Why I Prefer Fortinet To Palo Alto Networks As A Long-Term Holding [View article]
    Forget about the P/E when it comes to aggressive growth stocks. Case in point..Peoplesoft has a PE of 100 BEFORE it started its rocket ride to the moon.
    Apr 2, 2015. 09:57 AM | 2 Likes Like |Link to Comment
  • Why I Am Finally Selling Vipshop Holdings Stock At All-Time Highs [View article]
    Thanks for this article. My takeaway from it is to put JD on my watchlist.
    Mar 26, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • Skyworks: One Of The Best Performing Stocks For The Long Term [View article]
    thinkdifferent said..""Neither has AVGO (which went from 106 to 98 and never looked back) whose PE is closer to 50 assuming 2015 EPS while 2015 PE for SWKS is around 21.7 and that for QRVO around 30. ""

    Might want to recalculate that. AVGO FY 2015 (October) estimates are for $8.40 consensus. Nowehere near a P/E of 50. QRVO P/E is around 18, not 30.
    Mar 23, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • Skyworks: One Of The Best Performing Stocks For The Long Term [View article]
    ""Other competitors, Analog Devices (NASDAQ:ADI) and Linear Technology""

    I think closer competitors would be AVGO and NXPI.
    Mar 22, 2015. 09:57 AM | 4 Likes Like |Link to Comment
  • Why Skyworks Solutions Stock Is Still A Buy [View article]
    The debt load of NXPI keeps me from buying it, compared to its peers like SWKS and AVGO. All of these have low PE's. Even lower are QRVO and TSEM.
    Mar 10, 2015. 09:10 AM | 2 Likes Like |Link to Comment
  • Munster's Revenge: Amazon Forward PE Is Now 912 [View article]
    Thieving bastards? We are on the other side of the equation. IMO, those stupid bastards are losing a ton. My wife quit going to the mall. (who wants measles, a cold or the flu?) and just shops at Amazon instead. She signed up for Prime, which includes me and all of our kids orders. For example, recently bought a set of 4 martini glasses. It came in a big box, cost $10 for all four glasses and free shipping. Bought 100 K-cups coffee. 2 big boxes, $44 plus free shipping. The best deal going is free shipping with amazon prime, not to mention free music downloads and other perks.

    No wonder they are not very profitable.
    Feb 26, 2015. 10:07 AM | 6 Likes Like |Link to Comment
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