Rick Urban

Oracle's Larry Ellison Rips into Cloud Computing 'Nonsense'

Larry is 100% right!!!

Celebrating the 'Recovery': I'm Disgusted

Suncatcher, thanks for sharing your pessimism with us.
Could you also tell us how you did in this market so far?

Celebrating the 'Recovery': I'm Disgusted

Wow, so many people pissed off about missing stock market run-up since March lows. US economy will be just fine, just give it some time. I took my gains and put it in the fixed income. Still have money in the market, but I lowered the risk. I am pretty sure there will be pullbacks, but I don't try to time market. That is how market works. However, long-term direction is up. JMHO.

Roubini Is Right: Recovery Will Be Slow

Had Bernanke followed Roubini’s advice, the world would have ended already and thus fulfilling Roubini’s prophecy.

Roubini Is Right: Recovery Will Be Slow

Hey Bernard or anybody on this board could you please point me to an article by Roubini where he has anything positive to say about US economy ever.
How come that Roubini didn’t make any money having had such accurate predictions in the past? The answer is quite simple, he himself is totally unsure about his opinions. He sure would not bet his money on it. We all have opinions and his are as good as ours. What he is saying could happen. But asteroid could hit us too.

Grab Your Shorts, The Correction Has Begun

All I can do is to ask you bears out here: DID YOU MAKE MONEY THIS YEAR? The way you view the world, I doubt it. The growth will come where it always comes from. Consumer! It may take some time, but it'll come. I don't understand why it is so hard to comprehend.
Yes, perhaps we pilots are all the same, however being a pilot or an investor requires among other things discipline, taking calculated risk, homework, planning and fear control.☺

Grab Your Shorts, The Correction Has Begun

Graham Summers is an irrational bear. All gloom doom. I made tons of money since March lows. Locked some gains in and put them in fixed income at 5-6%. Still left money in the market and I don't need this money for many years. So, the time is on my side. You can analyze your charts as much as you want. It tells you a lot about the past and very little about the future. Comparing something what happened 1929-1933 is also useless as we live in completely different times and economies. It just tells you that something happened in the past and could happen again. But anything could happen. What are the odds and when something can happen, nobody has an idea. Don't make any investments decisions on emotions. Yes it is hard! When I read, “my fear is…” I don’t need to read any further. In the market you have to act as a smart robot. No emotions what so ever.
First, the March lows were reached because of huge fear and panic, accelerated with articles such as this. It had absolutely nothing to do with most of the company’s fundamentals. That is why it is important to have good solid companies in your portfolio.
In slow economic times the revenue is going to go down. But just look at how healthy these companies are. It is really impressive. When growth returns, and you bet it will the earnings will be spectacular because of the cost cutting during slowdown.
Bottom line is I am making money. I know absolutely nothing about the future, however common sense is telling me this is not the end of the world, especially not the end of America. Having said that I believe that my stock portfolio will be higher two years from now. All I am doing is that from time to time I lock some gains in and sell some stocks to replace them with the one I believe will do better. That requires some homework though.
If you check my posts you will see I was saying the same in March and as a result of it I made money. Be a pessimist or an optimist. It’s your choice. I prefer to be the latest. All I can say is good luck to all of you.

Microsoft: Least Meaningful Quarter in the Company's Recent History

Great analysis!

Microsoft: 'Office' Space at a Reasonable Price

In FY 2005 there was also additional one time $3/share dividend so it makes it $3.32.

This Market Rally Has Weak Legs

Given all you said, how are you then invested? Short or long?
That was pretty good run since March lows. It seems that you missed the run-up. And if you didn't cover your short positions it's not pretty picture right now.

Google's OS Model Borders on the Brilliant

PaulN,
Excellent commentary, right on the money!

Google's OS Model Borders on the Brilliant

It almost seems that you have absolutely no clue what operating system is and what it does. Here is a nice quote from another article: "Google just bolted a big ol’ bag of drivers (also known as the Linux kernel) to Chrome browser and are calling it the Google Chrome Operating System."
Anything what Google has done on the technology front so far is not very good. All they have is a search engine, which is not the best anymore. Google is an advertising company, not a technology company. Microsoft has technology, Google does not. After sinking billions of dollars in to "research projects" what did they produce?
Google docs, Sketch-up, Android, G-phone, green car...? All unusable for any serious work. Oh I forgot, they bought You Tube.

Microsoft: The Four Elephants in the Room

LivininCDM,
right on.

Microsoft Earnings Preview: More Layoffs?

So what is the point in these recycled news?
Are they going to meet 39 cents or not?
Why not to wait until MSFT reports?

This Rally Should Have Staying Power

This is good article. The recovery is on its way. It is interesting to watch doomsayers panicking and loosing big money at the same time. There will be more bad news coming and market pull back. However, most of the bad news is priced in the market. Remember March lows. The market trend will be upward. It is still time to invest in good companies ( there are many). Do your homework and you will make good money in the next 2-3 years. Forget the doom and gloom.