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  • Shopping For Bargains [View article]
    My wife bought COP on Monday, and i bought it yesterday. I consider it a safe play because, whatever happens, she can't say "what were you thinking" lol. On AAPL though, I'm on my own...
    Apr 17 12:29 PM | Likes Like |Link to Comment
  • Sarepta Vs Glaxo In The Race To Treat Muscular Dystrophy [View article]
    The FDA does not extend accelerated approval easily, and would likely not respond well to any characterization that AA is a slam dunk. They are obligated to perform their due diligence just as Sarepta is obligated to support their request. That Sarepta is trading up more than 2% in an otherwise dismal market today offers some indication that investors understand this.
    Apr 17 10:43 AM | 1 Like Like |Link to Comment
  • Himax Technologies: The Short Case [View article]
    Investing in the stocks of companies like HIMX is speculative by definition. And the more speculative the investment, the less insightful attempts at valuation are. DM, your article is well written and reasoned, but doesn't speak to the main question: "is HIMX positioned to become a game changer". If it is, who cares what it's EV/EBIDTA last year was.
    Apr 11 11:26 PM | Likes Like |Link to Comment
  • Color Me Skeptical [View article]
    The market is starting to look like a field of tulips, if you catch my drift...
    Apr 10 05:19 PM | Likes Like |Link to Comment
  • Las Vegas Sands: Moving Up On Macau [View article]
    Thanks for that, cp757. Opened a position today.
    Apr 10 05:08 PM | Likes Like |Link to Comment
  • Las Vegas Sands: Moving Up On Macau [View article]
    WYNN looks pretty good here too. In fact, the charts and ratings reports I've looked at pretty close. Any opinions here on the comparison?
    Apr 9 09:19 PM | Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    At this valuation I'd put my grandma's money in it. Bought more today.
    Apr 9 01:47 PM | 10 Likes Like |Link to Comment
  • Apple: Probably Going To Remain Painful For The Average Investor [View article]
    Apple is looking like a potential safe harbor at this point. Sure, it can still go lower, how likely is that? I'd be a lot more nervous about companies like AMZN and GOOG at this time - and they don't pay dividends. GOOG, for example, has been going down for five weeks now - despite the fair-haired child status it has garnered during Apple's slide.
    Apr 8 01:45 PM | Likes Like |Link to Comment
  • Qualcomm: The Antidote For The Depressed Apple Investor [View article]
    HIMX has proved to be a pretty good antidote, too. Thanks, Bret!
    Apr 2 08:22 PM | Likes Like |Link to Comment
  • Apple: Major Concerns Overstated And More Than Priced In [View article]
    Yeah, I don't plan on selling my shares. Buy I'd like t think that my 430/35 vertical calls will be in the money by then.
    Apr 1 06:41 PM | Likes Like |Link to Comment
  • Apple: Major Concerns Overstated And More Than Priced In [View article]
    Yes June1234, In the absence of news from the company, people assume the worst. Come on Apple, throw us a bone here.
    Apr 1 01:47 PM | Likes Like |Link to Comment
  • 3D Printer Company Market Watch [View article]
    Thank you for your thoughts, Mikko - an interesting and useful article. I'm wondering if anyone might opine on Cimatron CIMT, an Israeli CAD/CAM company that is moving into the 3D printing arena. I bought it recently but sold it when it took a nose-dive. But now, at a much lower price, I'm taking another look.
    Mar 27 07:34 PM | Likes Like |Link to Comment
  • Market Laggards At Key Inflection Points [View article]
    Phone aside, you sound far from dumb to me.
    Mar 20 09:23 PM | 1 Like Like |Link to Comment
  • The DoD will place an order for 650K iOS (AAPL) devices - 210K iPhones, 120K iPads, 100K iPad Minis, and 200K iPod touches - following the end of the sequester, Electronista reports. The iOS gear will reportedly be used to replace BlackBerrys (BBRY) - the DoD currently has 470K in operation - and would come ahead of the planned implementation of a "platform agnostic" device policy in Feb. 2014. Electronista previously reported the DoD had largely ended BB10 testing due to budget cuts. [View news story]
    Apple. Defender of the free world. Top that, Blackberry.
    Mar 20 09:20 PM | 3 Likes Like |Link to Comment
  • Apple: Developing A Reasonable Expectation [View article]
    Yeah, sure, that sounds good. You go first.
    Mar 19 09:12 PM | 1 Like Like |Link to Comment