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  • More on Caterpillar Q4: Plans major stock buybacks [View news story]
    This is why you don't want to short good companies that are already down. People love to own Caterpillar. CAT is down over 8% for the year. Caterpillar has had no gains in 3 years. It could go to $94 today and it will probably go to $104 this year.
    Jan 27, 2014. 09:02 AM | Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    According to S&P, Fair value rank of 5 (best value) is AXP, CSCO, IBM, JPM, MSFT, TRV, UNH
    4: CVX, DIS, HD, INTC, WMT

    3: BA, DD, GE, GS, MCD, NKE, PG, T, UTX, V, VZ, XOM

    Of course S&P has other screening options you should add. And there are many good values in the S&P as well.
    Jan 26, 2014. 10:52 PM | 1 Like Like |Link to Comment
  • What To Take Away From IBM's Earnings [View article]
    Davos is a joke. People are not interested in going there.
    Jan 26, 2014. 06:51 PM | Likes Like |Link to Comment
  • General Motors Is Still Undervalued [View article]
    Merrill Lynch has autos as one of their themes for 2014. Buy both GM and F aggressively.
    Jan 26, 2014. 06:50 PM | Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    Good stocks are already below fv.
    Jan 26, 2014. 06:49 PM | Likes Like |Link to Comment
  • Analysts Rate A Buy. They Should Be Ashamed Of Themselves [View article]
    Growing revenue while losing more money may not entice more investors to buy the stock.
    And growing revenue past $1B has only been with lower net income, even with growing losses. So what makes you think that more revenue is going to change this picture? Look at the past 4 years.

    The highest EPS was in 2010. Losses are projected for the next 2 annual reports.

    I cannot understand Cramer and others recommending this stock to individual investors.
    Jan 26, 2014. 06:46 PM | 1 Like Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    The DJIA is down 4.21% since the beginning of the year. This may be a good time to pick up the highest rated stocks as large caps are suppose to be at the best value in the market and do better this year.
    Jan 26, 2014. 05:08 PM | 2 Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    Here is what you said on April 16, 2013:
    "What I see is a thirteen year distributional top and in the S&P specifically, a head & shoulder or triple top. "
    The S&P went down the following 2 days. Then it headed up ever since with 2 corrections of around 5% in June and October and 1 correction less than 4% in August. The S&P 500 is up over 15% since then plus dividends.

    More of your posts
    Is A Correction Beginning? Stock Index Futures Analysis Shows Speculators Fear No Evil [View article]
    "generational peak in my opinion" Apr 5 10:51 AM

    "I continue to believe we are in the last stages of completing a massive 13 year top in the stock market. I see signals everywhere that suggest that we are about to head south in a hurry. With so many investors positioned for further gains and especially with hedge funds at their highest equity allocations in five years, the exit door is likely to get quite crowded once the S&P crosses below its 50 day moving average at 1530 and even more crowded if and when it penetrates the 200 day ma at 1440. Then you might really see some downside movement." Apr 4 03:38 PM

    I do not think we are going to get much more than a 5% dip.
    Jan 26, 2014. 04:29 PM | 2 Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    From Merrill Lynch Wealth Management's website:
    The case for optimism
    "Where to find opportunity amid shifting global markets, a strengthening U.S. economy and rising long-term interest rates

    Many of the concerns that have worried investors in recent years seem absent in early 2014. There's no looming European debt crisis or U.S. fiscal cliff. The five-year rally in stocks is not expected to come crashing down. Even nervousness about global economic growth (reviving) and inflation (still quiet) seems largely absent. "For the first time since the financial crisis, we see a new year with no thunderclouds on the horizon," says Ethan Harris, co-head of Global Economics Research for BofA Merrill Lynch Global Research.

    Harris projects that the world economy should expand by about 3.6% in 2014, a brisker pace than last year's 2.9% and on par with the 3.6% rate of growth that prevailed from 1995 through 2004. That could help create what Savita Subramanian, BofA Merrill Lynch Global Research's head of U.S. Equity and Quantitative Strategy, describes as a "sweet spot" for equities: Low inflation, low but rising rates and a pickup in economic growth. "It's pretty clear to us that the great rotation from bonds to stocks, which began last year, will continue in 2014," says Michael Hartnett, chief investment strategist, BofA Merrill Lynch Global Research.

    While stocks' gains may come at bonds' expense, particularly with the Federal Reserve having announced in December that it will begin withdrawing some of the support it has provided to the economy for the past several years, some fixed-income choices could nonetheless provide opportunities. And in another shift from the recent past, developed countries—including a re-energized U.S., Japan and even certain countries in Europe—may have an advantage this year over emerging markets."
    Jan 25, 2014. 09:59 PM | 3 Likes Like |Link to Comment
  • Analysts Rate A Buy. They Should Be Ashamed Of Themselves [View article]
    So how is both Oracle and Salesforce both going to make money? By raising prices? I think the real question is when are investors in Salesforce going to demand earnings and how their clients are going to react to that.
    Jan 25, 2014. 12:21 PM | 2 Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    Friday afternoon especially on down weeks are a good buying opportunity long term. The problem for many is recognizing this. The media is run by hedge funds and advertisers that need you to buy into the daily hype. Hedge funds only made 9% last year. They need to beat the S&P this year. We are listening to people who are attempting to rig the market in their favor.
    Every month Americans are putting money into stocks in their 401ks. They don't go short ever. If you want to play with the hedge funds, go short, but you may just be buying their short-term trades. If you need money in the next 6 months, it should be in a short-term cash investment. The stock market may go up or may go down. If it goes down, it will be temporary. About the time that everyone you listen to says it's going down, it will go up the following week or month. You cannot time the market because you don't have enough money to move the market in either direction.
    The stocks that are a value will outperform in the long-term. If you buy stocks that are under-valued or fall after earnings, you will make more money than buying stocks that are way over-valued. People may argue that fundamentals don't mean anything; that asset size, brand strength, moat, cash flow, retained earnings, and income can't help you identify good stocks to buy. If we have given up on that, then we have given up on business schools, capitalism, and even our integrity as world leaders in managing money. Then we are nothing more than traders who follow the whims of the 1% and are willing to write another check to those who buy assets using leverage (borrowed money). If you saw the sea of red, while Switzerland was green during Davos, you may think that a tiny group of people who don't want to pay taxes may have control of the world economy. But I don't think so and neither do the other 99%. We are finished writing checks to the 1%. If you are leveraged to the hilt, you better unwind. And all the people in cash are waiting to buy stocks that are really cheap. I am buying US stocks because the dollar is still the global currency and it is getting stronger. There are many stocks around the 200 dma and some of them are at a good value. Those of them who are below the 200 dma and very cheap like IBM are the best in value for the very long term. You need to decide if you are investing for this year or the many years ahead. Good luck to you in your investment decisions in the new year.
    Jan 25, 2014. 12:14 PM | 7 Likes Like |Link to Comment
  • General Motors Is Still Undervalued [View article]
    Don't you think the China worry was fabricated to help the bears make money? After all it started as a worry about Turkey's currency and Argentina's government. And somehow the media through China under the bus.
    Jan 24, 2014. 08:29 PM | 1 Like Like |Link to Comment
  • What To Take Away From IBM's Earnings [View article]
    IBM's new Cloud Services division consists of SoftLayer plus existing SmartCloud services. The division is a unit of IBM Global Services. Will eventually be 40 data centers.
    Jan 24, 2014. 08:25 PM | Likes Like |Link to Comment
  • IBM: Incentives Are Most Important [View article]
    I have bought and sold packaged software. It has been going on for decades. It is a financial decision on both ends and is cheaper this way. Plus it is easier to install. I am not sure why you have a problem with this. All vendors do it.
    Jan 24, 2014. 08:12 PM | 1 Like Like |Link to Comment
  • Top 5 Winners From January Earnings Season So Far [View article]
    If you'll notice, GS's revenue has gone down the last 2 quarters by a lot.
    Jan 24, 2014. 03:46 PM | Likes Like |Link to Comment