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  • Oracle Earnings Preview: What To Expect [View article]
    Hope ORCL gradual uptrend from NAV $16 to 43 (since the 2009 financial crises) will continue despite Larry Ellison's decreasing involvement in the hands-on management of his company. Long ORCL but concerned.
    Mar 16, 2015. 01:19 PM | Likes Like |Link to Comment
  • Himax Technologies: A Top Augmented Reality/Virtual Reality Play [View article]
    So, "no way but up from here!", is that what you're saying?!

    For those of us, who didn't buy HIMX in the low $1's, however, the "fever curve" continues to be worrisome. Specialty tech is very fickle. You never know when the next "hot tech idea" or abrupt change of corporate alliances will make your own (sure thing investment) bet obsolete. Tread lightly!
    Mar 15, 2015. 11:45 AM | 2 Likes Like |Link to Comment
  • Intel Has Given Dividend And Income Investors A Gift: Qualcomm [View article]
    As long as inflation stays (way) below the 2% target, the Fed will not raise rates this year, mark my words.

    Yellen is not going to kill the fledgling US economy by raising the Dollar value even further, making US exports unaffordable, and drawing trillions of foreign currencies to US shores. It would also cost the Treasury dearly to pay interest on the $17T US debt. Besides, Yellen's already achieved most of her goals without raising rates.
    Mar 15, 2015. 11:25 AM | 1 Like Like |Link to Comment
  • Investor group to buy GE Capital consumer finance arm for $6.3B [View news story]
    GE's timing may turn out to be perfectly wrong. Just as the banking sector seems to be at the cusp of a turnaround, GE Financial is being sold. Unless Immelt is desperate for the cash, selling GEF at this point looks wrong, and KKR buying confirms the point. Remember, at one time GEF produced more than 50% of GE's profits.
    Mar 15, 2015. 10:56 AM | 4 Likes Like |Link to Comment
  • Himax Technologies: A Top Augmented Reality/Virtual Reality Play [View article]
    Long HIMX, I'm always concerned when a corporate profile starts looking too rosy, especially if not reflected in NAV on WS (where it counts!).

    As CT Programmer aptly summarized (v.s.): HIMX has "Excellent products. Excellent cutting-edge R&D. Excellent management. <Great> Dividend <for a tech corp>. Worldwide, diverse customer base. Tier-1 customers. Components going into a wide range of products (not a one-trick-pony)."

    So, why does HIMX stock chart look like a septic fever curve over at least the last 2 years, even though HIMX has been getting better and better all this time?! Will this time be the charm and this excellent article mark the turning point for HIMX stock? Or will we all be losing our shirts again for being right?
    Mar 12, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • Deutsche: Citigroup and Regions are CCAR's big winners; BofA result not so bad [View news story]
    "Citi's quarterly dividend of $0.05 and $7.8B in buybacks were somewhat better than expected" is the understatement of the day!

    Go Citi!
    Mar 12, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • Market Sell-Off Makes Vodafone PLC An Income Opportunity [View article]
    No taxes apply, but a fee of about $1.60/100sh is (presently) being charged on the quarterly dividend.
    Mar 9, 2015. 11:25 AM | 1 Like Like |Link to Comment
  • Intel's Mobile Business In Better Shape, But Qualcomm Remains Dominant [View article]
    Here's the author's reply to your question:

    "Furthermore, Qualcomm isn't resting on its laurels as it announced a CAT 11 modem at MWC, which has a downlink speed of 600 MBps and 100 MBps uplink speed (even faster than the Gobi 9x45, which is slated for a second half 2015 release)."
    Mar 4, 2015. 12:22 PM | 3 Likes Like |Link to Comment
  • Alibaba falls to new post-IPO lows, takes Yahoo down with it [View news story]
    So AH, by your "chart" Buffet should have sold IBM quite some tome ago (or IMO never bought it in the first place). Why didn't he? That's the very dilemma, all of us face deciding when to sell. It's not as simple as a using a "chart".

    Furthermore, many (even big) stocks are being manipulated daily, translating into huge NAV swings with the main purpose to shake out weak or day trading positions to make handsome profits. Following that yoyo (as per your "chart") is a sure prescription for losing your shirt.
    Mar 4, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Regular Debt Maturities Weaken Hovnanian's Foundation [View article]
    As long as US interest and unemployment rates stay low, and they will, the housing market will regain momentum. HOV will do well in such environment and its debt burden will benefit from low rates, as well.
    Mar 3, 2015. 06:02 PM | 1 Like Like |Link to Comment
  • Micron falls below $30 on Nomura downgrade [View news story]
    Where are Russ Fischer and Ashraf to join the discussion on MU (and INTC) when you needed them. Hibernation?
    Mar 3, 2015. 05:54 PM | 1 Like Like |Link to Comment
  • Alibaba falls to new post-IPO lows, takes Yahoo down with it [View news story]
    Except for those few who got in on the IPO, BABA has been disappointing. Would consider getting in around $70, if it gets there.
    Mar 3, 2015. 05:44 PM | 2 Likes Like |Link to Comment
  • Buy Portugal Telecom Right Now [View article]
    As one of your followers, I still feel this was/is not one of your proudest moments. PT has been on an inexorable downtrend (from $4.60 to 0.76) over the past 12 mos, incl. August 7, 2014, the date of your piece. Whether there were some minuscule windows of opportunities for day traders on 8/7 or any other time, I don't know. If so, you sure needed to be a quick draw to make any money there.

    Regardless, however, the real money was made by the shorts, and this should have been the call Paul Santos could indeed be proud of.
    Feb 28, 2015. 07:23 PM | Likes Like |Link to Comment
  • HP Reports Fiscal 2015 First Quarter Results [View article]
    According to SA News Editor Jignesh Mehta, breaking news at 4:08PM today:
    "(HPQ) Revenue of $26.83M (-99.9% Y/Y) misses by $27.31B."


    According to the press release:
    "First quarter net revenue of $26.8 billion was down 5% from the prior-year period and down 2% on a constant currency basis."

    JM, please explain the discrepancy!
    Feb 24, 2015. 06:18 PM | Likes Like |Link to Comment
  • HP -4.8% on revenue miss, light FQ2/FY15 guidance [View news story]

    Today, Dana Blankenhorn wrote on SA: "How HP Suddenly Became A Buy Again"
    DB may regret that he didn't wait for HP's report card after market close. It sure does not look encouraging.
    Feb 24, 2015. 05:39 PM | 4 Likes Like |Link to Comment