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ZenStudent

ZenStudent
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  • American Airlines Group: Why This Strong Gainer Hasn't Run Out Of Steam Yet [View article]
    I pulled the P/E from Fidelity, it is the last twelve month P/E. Your number is right and makes my argument even stronger. Thanks!
    Mar 20, 2015. 08:48 AM | Likes Like |Link to Comment
  • American Airlines Group: Why This Strong Gainer Hasn't Run Out Of Steam Yet [View article]
    I am very long AAL and have been invested since before the bankruptcy. In my view there are multiple trends driving this stock up: current low oil prices, limited oil storage capacity which may well drive prices lower, Saudi oil price strategy which will keep prices low, a strong dollar encouraging more travel, improved international routes. Modernization of the fleet is good but debt may be a drag on shares at some point, not yet. One of the services I use has fair value over $100/share, not sure I agree but it is certainly much higher than $55. And the P/E is only 13.8. I see every reason to hold and no reason to sell. Just my .02 as a non-professional investor... ymmv :)
    Mar 19, 2015. 08:22 PM | Likes Like |Link to Comment
  • Airline stocks slide to start the week [View news story]
    I also struggled to stay calm over the past two weeks... ouch :) Kept some of the pain at bay selling covered calls and bought an oil industry hedge but still down more than I made. I'm a committed long on AAL (had both merged stocks out of the bankruptcy and multiple grants since) and also in DAL, JBLU, LUV. Way up on all of them but not as far as I was last month. If you look at valuation all of these have plenty of room to run. The P/E is not bad either. The problem seems to be seasonality, fear and geopolitics. I try not to invest based on that stuff. One of the services I use has AAL as a sell today on timing but puts fair value around $93 so I think I'm going to just close the browser and stay put. Or maybe I'm just wearing that fool's cap again... stay safe out there!
    Feb 9, 2015. 10:56 PM | 1 Like Like |Link to Comment
  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform [View article]
    Thanks for everyone posting here. The thread has presented really solid information particularly from chriswells13, really appreciate your insight and will continue to follow the discussion. Unfortunately my tolerance for pain has been breached. This week I decided to give up on SGLB for now and got out at a 47% loss.I did so because I believe the 3D industry overall is going through a significant correction and will continue to do so for some time. SGLB is a great early stage company and I'm confident I'll be back at some point. The 3D industry is very early in its evolution and represents a major revolution in manufacturing. When that revolution gets a bit further along it will make some investors very rich. I will return when there is a bit more certainty. Best of luck everyone!
    Nov 8, 2014. 10:11 AM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: Has The Market Overreacted To Its Troubles? [View article]
    Buffet does like it, one of his top 25 recommendations. And there is no reward without risk... that's why we're all here :)
    Oct 26, 2014. 07:52 PM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Has The Market Overreacted To Its Troubles? [View article]
    Thanks for the thought provoking analysis. You have convinced me that CBI is risky, which I already knew. You have not yet convinced me to sell... but I will put it on a very short leash based on this excellent analysis which required me to do a bit more additional work than I normally would. Fortunately I'm up double digits so I can afford the risk. Kudos, keep it coming.
    Oct 26, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • Volatile day for American Airlines Group [View news story]
    And don't forget that institutional investors will be able to buy shares in another month or so... bankruptcy birthday should be good news for shares locked in at this lower price. Long AAL, ignoring ebola completely
    Oct 11, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    Rocco, you have been bashing Microsoft for years and they are still there. Go ahead and bet against Satya... its your money. I will stay long. We'll see who was right in 5-10 years.
    Sep 24, 2014. 10:52 AM | 2 Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Rackspace hit its high of 78.93 in Jan '13 riding a wave of exuberance, since then it cratered and is currently at 34.60. In Jan '13 MSFT was in the high 20's. I'll keep my MSFT currently at 45.43 and rising with new leadership, less baggage, a huge cash flow and a willingness to ship services like Office 365 into competing OS platforms. Let's compare notes in a few years.

    Unfit to compete... really? Respectfully that's a stretch.
    Aug 30, 2014. 01:22 AM | 2 Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    Losing money by cutting costs? That is utter nonsense. If they failed to look for synergies in the NOK acquisition they would be very stupid indeed and should be fired. I think their handling of this situation was decisive and positions the combined companies well moving forward.

    I'll bet on Satya Nadella every day of the week and twice on Sundays. He is refreshing on every level and a worthy successor to Steve Ballmer who wisely left the building. It is a new day at Microsoft. Visionary new leadership, leading edge technology and a massive war chest. They missed the mobile revolution but are at the forefront in Cloud and poised to establish a leadership position in machine learning and ambient intelligence. This is a new set of paradigms and will impact the entire industry. It is the next wave of innovation.

    Very long MSFT... very very long
    Aug 30, 2014. 12:15 AM | 2 Likes Like |Link to Comment
  • Why 3D Printing Stock Sigma Labs Will Continue To Outperform [View article]
    Good overview of SGLB, this is one of the stronger 3D players right now. I believe it has a bright future although the entire sector is struggling short term. Personally I am long and plan to stay that way unless something fundamental changes (particularly their leadership which has been firing on all cylinders and gives me great confidence). As an engineer I see tremendous value in their QA technologies which are the missing link with a lot of other 3D companies.
    Apr 28, 2014. 07:26 PM | 5 Likes Like |Link to Comment
  • 3D Systems: Another Miss Or Warning Could Be Lethal [View article]
    Regardless of the author's short bias or lack of it the article is well stated and in general I agree with his conclusions for the short term. But for patient investors 3D stocks will pay off in a big way longer term. Momentum has faded and may never come back to its previous levels. Adoption may take a number of years. Industrial revolutions are not made in a single fiscal quarter and that's what this is... a revolution. For those of us old enough to remember the early days of personal computing the tone is much the same, small maker conferences that remind me of the early PC swap meets, big companies saying it can't be done with the new technology, lots of speculation and wild price gyrations in the market, mergers and... yep, I remember it all and its happening again.

    Proudly long AMAVF, ONVO, SGLB, DDD, SSYS, XONE, VJET for as long as it takes
    Apr 25, 2014. 11:51 AM | 4 Likes Like |Link to Comment
  • How I Retired At 45 [View instapost]
    Great post and I agree with you about the lack of financial education in high school or college. It's not surprising that so few people have anything approaching financial security in their lives. My parents did their best to teach me their excellent financial habits born of the great depression but alas I was a poor student until I got older. My Dad is in his 80's and still a millionaire even though he retired at 56, saw the world and did everything he wanted to in life.
    Feb 19, 2014. 06:09 PM | 1 Like Like |Link to Comment
  • Galena Biopharma Issues Letter to Shareholders [View article]
    Still not convinced by this press release, comes very late and leaves a lot unanswered. Still think this is a falling knife that hasn't hit bottom. Staying out and hope I feel stupid by the end of the month because there is a good core business here... Just too much noise.
    Feb 15, 2014. 01:40 PM | 3 Likes Like |Link to Comment
  • Makism 3D Corp. - Why This $75 Million Company Could Drop By 75% Or More [View article]
    I'm invested in tons of 3D companies but not $MDDD... their only viable product is an expensive slick direct mail flyer. These junk companies inevitably soar for a day or two (or an hour or two) and take a lot of people's money immediately afterwards. Its become a blood sport for me every time I get one of these flyers, fun to track the results which as the author says seem to follow a predictable pattern. I guess if I had no ethics and too much money I could make a bit of change playing these but the casino is more fun and I still work for a living :)

    Thanks for the great article... you are doing a public service!
    Feb 1, 2014. 02:03 PM | 1 Like Like |Link to Comment
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