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Momintn

Momintn
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  • Jim Chanos is still short Caterpillar [View news story]
    Too bad Chanos and other shorts have stopped working. How greedy are they anyway? Squeeze the bears on CAT and on IBM too.
    Jan 27, 2014. 09:27 PM | 1 Like Like |Link to Comment
  • Whisper Number Impact: Can Apple Top Earnings Expectations? [View article]
    I think people have not been buying much, especially after hours. If you notice most stocks have had big sell-offs after they report earnings in the new year. The negative media has stopped people from the bidding up of stocks in general in my opinion.
    There was an article on Marketwatch awhile back by Mark Hulbert where he said you could make more money buying stocks when they dropped on earnings than if you bought the ones that went up.
    It is likely that Apple will get back to $550 in the next few months.
    Jan 27, 2014. 08:07 PM | 2 Likes Like |Link to Comment
  • Whisper Number Impact: Can Apple Top Earnings Expectations? [View article]
    Apple AAPL Signs 3-Year Deal With Russian Carrier
    http://bit.ly/1d5j5Uo
    Jan 27, 2014. 07:48 PM | 1 Like Like |Link to Comment
  • Cook: Carrier policies hurt N.A. sales; Apple "intrigued" by payments [View news story]
    Apple Inc. (AAPL) Signs 3-Year Deal With Russian Carrier
    http://bit.ly/1d5j5Uo
    Jan 27, 2014. 07:46 PM | 1 Like Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    They didn't miss.
    Jan 27, 2014. 05:37 PM | 1 Like Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    It's down close to 8% so looking pretty interesting. Does anyone know the usual Apple volume after hours? Is this high or average?
    Jan 27, 2014. 05:24 PM | Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    Investors are going to have to get used to this. Many people are missing revenue numbers that analysts want or they are projecting lower revenue numbers next quarter, even while they beat earnings. Apple has billions in cash, and Icahn is right that they should raise their dividend and buyback shares with some of it. But they also need to make some new product announcement or buy some innovative companies that mesh with their business. Apple is being treated the way we see much of large tech companies get treated, and it's getting especially tiresome as those companies with no earnings see their stocks being pumped by the pundits.
    Jan 27, 2014. 05:16 PM | 2 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    I don't trade after hours, but I'm thinking of picking up a few shares on this dip. It is likely they are trying to lower expectations for next quarter. Mar 2013 was $43.6B revenue. I believe they will beat that just like they beat this quarter. They really need to do a stock split so that people can buy a share cheaper.
    Jan 27, 2014. 04:54 PM | 4 Likes Like |Link to Comment
  • What The Buy-Side Expects From Ford [View article]
    Merrill Lynch has the autos as a theme for 2014. Continue buying them this year. Americans own vehicles that are over 10 years old.
    Jan 27, 2014. 02:01 PM | 2 Likes Like |Link to Comment
  • Salesforce.com Shares Not Cheap [View article]
    Salesforce.com is one of the most expensive stocks in the market. The problem is they are losing money, and are forecasted to lose money in the next two annual reports. One thing you need to be wary of is earnings growth long term absurdly overlooks losses. If the loss goes from -.19 EPS to -.09 EPS that is interpreted on websites to be 52% growth. This is why you need to go pull up stock reports like S&P or use valuation in your screens.
    Jan 27, 2014. 09:30 AM | Likes Like |Link to Comment
  • 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
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