Seeking Alpha

papayamon

papayamon
Send Message
View as an RSS Feed
View papayamon's Comments BY TICKER:
Latest  |  Highest rated
  • Micron: Updates Following Q2 Earnings [View article]
    Given some of the articles that get published here, it's hard to believe that SA deludes themselves that they are editors of any sort. Buffoonery, they name is SA editor!
    Apr 8 06:05 AM | 3 Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    let's hope management uses this opportunity to load up on the converts.
    Apr 7 12:22 PM | 5 Likes Like |Link to Comment
  • Bank Of America: Rising Rates A Net Positive? [View article]
    I sure hope so. I've got it pegged the same as you. A bit foolishly, perhaps more than a bit ... I have bet the IRA farm on BAC calls. BAC at 30 sees me retired comfortably (meaning I have fully funded my retirement, though I've got 20 years left to work). This means I can blow everything I make for the rest of my working life. There's a certain freedom in that.

    You pay your money and take your chance. I think Dick Bove is right about BAC. The overall business environment for the big banks is going to improve.
    Apr 7 09:02 AM | Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    The rest of the year? It's pretty early to be saying that.
    Apr 6 10:21 AM | Likes Like |Link to Comment
  • Micron Earnings: The Next Day [View article]
    Wow. How will I ever make another trade without exploiting your intelligence?
    Apr 4 03:03 PM | 12 Likes Like |Link to Comment
  • Micron: It's The Cash Flow Stupid [View article]
    I don't worry. That was respectable performance. MU is enviably placed in a market that will be ever growing. Valuation will catch up.

    MU at 30 by jan 2015 is a home run for me and my IRA :).
    Apr 4 01:00 AM | 5 Likes Like |Link to Comment
  • Updated Micron 2014 Estimates [View article]
    The question is: Where is MU headed now?
    Apr 3 11:37 PM | 2 Likes Like |Link to Comment
  • Micron Technology beats by $0.09, beats on revenue [View news story]
    There's an element of truth to that, though I think MU is well placed to keep margins high - let's give a couple of days for digestion. I expect higher highs and a lot of volatility.
    Apr 3 07:39 PM | Likes Like |Link to Comment
  • Micron Technology beats by $0.09, beats on revenue [View news story]
    I was able to sell for $25 and then buy back at 24.15 after hours. No complaints from me. Mu is positioned to be hugely profitable going forward. Give it a week or two and let these earnings percolate in the market's consciousness a bit. MU is headed solidly over $25. I think 27 is in the bag and also where i want to pull the trigger.
    Apr 3 05:18 PM | Likes Like |Link to Comment
  • Linn Energy LLC declares $0.2416 dividend [View news story]
    hey a stock you can get a 9% dividend from after it's beaten down can go back up significantly once sentiment changes. this is a $35 stock at the very least. subsequent quarters will prove that out.
    Apr 1 11:02 PM | 4 Likes Like |Link to Comment
  • Bank Of America: Investors Win Big; Is It Enough? [View article]
    I'm also a Gator. Elite 8? Let's go all the way :). Quite a team not to have a big name star. Gotta hand it to Billy D. Win 29 straight games? That alone is beyond amazing.

    I am likewise long 2016 $15 calls. We've got nearly 2 years to see BOA reduce the discount it trades at relative to other banks. I can't see how that won't happen. At the very least, the stock will grind up to 20 bucks. I think $30 is a much more likely scenario. No guts, no glory.
    Mar 29 08:37 AM | Likes Like |Link to Comment
  • Bank Of America: Investors Win Big; Is It Enough? [View article]
    I think they're going to buy warrants. It makes more sense. As BAC becomes less discounted with improvements in the business, why not kill 2 birds with one stone? Dilution is the destructor of shareholder wealth.

    I see a good path to $25 in the next 2 years. Should it happen sooner, that would be awesome!
    Mar 26 10:35 PM | Likes Like |Link to Comment
  • Chesapeake‚Äôs faltering Oklahoma gas field threatens $880M in loans [View news story]
    What does this have to do with CHK as a company? I don't understand the structure of this agreement. Is CHK itself going to suffer a loss here, or are these trusts that CHK services and separate from the company?
    Mar 26 05:38 PM | 1 Like Like |Link to Comment
  • Updated Micron 2014 Estimates [View article]
    looks like if we have a huge beat, we'll be very lucky to get back to $25.
    Mar 26 03:52 PM | 1 Like Like |Link to Comment
  • Straight Talk On Gold - You May Not Want To Hear It [View article]
    Yes, but you are not talking about the value of the gold in that dollar. It has collectible value. - I could point out a far more valuable penny made of copper, but that says nothing about an investment in copper.

    800 dollars invested in gold in 1922 at the price of 20.66 have appreciated approximately by a factor of 64. So 800 x 64 = 51,200. That pales when you compare it to the Dow.
    Mar 26 03:15 AM | Likes Like |Link to Comment
COMMENTS STATS
900 Comments
926 Likes