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  • 3 Strategies And Aligned Stock Picks For Your 2014 Portfolio: Part 1 [View article]
    I like the way you look at things. I bought INTC at 19, have purchased NLY again at 10 to C/A down to 12.70, also bought CAT in low 80s. I have always liked CAT.

    Will take a look at the other picks. good article!
    Jan 6, 2014. 10:44 PM | 1 Like Like |Link to Comment
  • Forget MyFord And The Rest: Apple And Google Will Own Your Dashboard [View article]
    google will make it into cars before apple ever does. hell google would probably end up doing it for free and still wind up making boat loads of cash of it....
    Jan 6, 2014. 12:59 AM | Likes Like |Link to Comment
  • 2 Big Banks To Own In 2014 [View article]
    Sounds like a bitter WM shareholder. Maybe if your bank was more prudently run and not leveraged to the hilt the FDIC and Fed would not have had to step in. Normally in time of great desperation comes great profit. unfortunately sounds like you were on the losing side.
    Jan 5, 2014. 09:14 AM | 1 Like Like |Link to Comment
  • The Steel Industry's Imminent Correction [View article]
    I bought MT at 12.20 when it was getting kicked down the street. I gave the tip to a few people at work who thought i was crazy. Well after the closing bell I have enjoyed the 45% ride upwards. MT is aggressively attacking their debt load and will return to profitability this next year. I see the stock having a ceiling of around 18-19 until they start posting profits.
    Dec 27, 2013. 04:20 PM | 2 Likes Like |Link to Comment
  • Don't Follow Warren Buffett's Lead On Exxon Mobil [View article]
    I have been buying XOM for five years through DSP although COP has crushed it (buying it for the same period)... History speaks for itself. XOM is a company you can count on.
    Dec 16, 2013. 07:53 AM | 2 Likes Like |Link to Comment
  • Intel's Tablet 'Giveaway' Explained [View article]
    I am going to pick up some 2015 calls. i think 2014 will see some big wins for Intel. I doubt the numbers ($$$) will be there but the sales volumes will increase to the point that people will be able to see the light at the end of the tunnel.

    There is nothing wrong with buying business as long as you can embed yourself and begin to extract profits at some point. Look at Amazon they have been saying this for 10 years! It will be a much shorter journey for INTC.
    Nov 27, 2013. 07:57 AM | 1 Like Like |Link to Comment
  • Intel: Should You Buy, Hold, Sell Or Short The Stock? [View article]
    I'd prefer stagnant money for 3 months over TSLA which has no justification for its current market cap which down 40% in a few months. I think INTC has a very limited downside and a pretty strong upside case - at least 40-50% by mid/end 2015. that is enough for someone like me who is patient and will ride out all this doom and gloom NOISE.. I think everyone will be shocked how well the new microsoft tablet/PCs sell over the holidays which will be a nice bump for Intel going into 2014. I already know quite a few people buying them and they seem really nice!!
    Nov 26, 2013. 02:23 PM | 2 Likes Like |Link to Comment
  • Intel Investors Should Demand A Refund [View article]
    I think what frustrates most people is that they do not understand the semi marketplace. the road maps for most of these chips is 2-3 years. Sure you can throw tons of money at it in hopes the process will speed up some but there is still a limit. If you are looking for instant gratification head to Las Vegas... Intel will not be a stock that doubles overnight. I do think once new growth in the tablet market is achieved the stock will grow too.
    Nov 22, 2013. 08:04 AM | Likes Like |Link to Comment
  • King Coal Takes Another Blow To The Head [View article]
    I am not a coal bull but do you really think Nat Gas is the long term solution? Luckily I don't live in a region that produces any as I like to be able to drink the water from my well with out being able to light it on fire. You make it sound perfect but PERFECT it is NOT. Unless you feel poisoning our drinking water is perfectly acceptable.
    Nov 16, 2013. 10:01 AM | Likes Like |Link to Comment
  • Spirit Airlines: A Solid Derivative Play On The US Airways-American Airlines Deal [View article]
    Everything looks rosy on that chart. Personally I hold JetBlue and find the company suits my investing strategy which is to hold companies I actually like... You could not pay me to fly spirit after a disastrous trip to the Dominican rep. for work. I think the biggest challenge to spirit is itself... It is a terrible airline. Most of the people I know who have flown them are ONE and DONE and would never fly it again. I will gladly pay 20-30% more to fly JBLU or DAL.

    I understand on a balance sheet why leases are not shown as debt but they are obligations and in spirit's case fairly large ones. Omitting them works great for this specific example where you can tout "no debt!" but something that should be noted is they really do have debt - just as obligations to leaseholders... In my opinion leases or financing are both debt... Except when DAL or UAL pays their debt they own the underlying assets. Usually financing requires more cash up front which it has been clear spirit wishes to pay more over time and conserve cash to continue rapid growth. But long term this could end up costing the shareholders more.
    The adjusted debt :$721 million
    Revenue : $1.26 billion
    Debt as % of Rev : 57%
    And with current expansion plans this only stands to grow at a pretty radical pace. You could see lease expenses hit over 400/m/yr by 2017. You better hope all those new routes are profitable.. Also there is no flexibility in leased aircraft, there are a lot of options for owned aircraft to re-position in downturns.

    What I could see happening is LUV allowing Spirit to continue building up some more non standard routes, see how things work out and if they keep growing and making money, Southwest will just come in and buy them like they did with airtran (I miss AirTran)... could be good for shareholders.
    Nov 16, 2013. 09:18 AM | Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    DE is a great company - picked some up a few months ago. The big question is.... Does our recovery continue or not? If we start to tick up CAT would be another cyclical to look at. DE has the benefit to being heavily tied to farming (among other things) where cat has a huge base in infrastructure and mining. If things start turning around and we see an increase in demand of raw materials CAT's stock will bounce. DE does have the benefit of world population growth and in return demand to increase crop outputs. All of my family is farmers from ND and have always used JD exclusively. Long DE!
    Nov 16, 2013. 07:34 AM | Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    Chuck I too see things your way. No matter what seems to go on with the gov't my business just seems to chug away, its best not to get too caught up in what the Fed is or isn't doing... sure there are ups and downs and it is normally tied to the fighting in DC over debt ceilings or Obama care but everything always seems to come around in the end. I look at investing the same way. What companies do I think will be around in 10 yrs and in same or better shape than when I bought them?

    I had looked at ConEd a while back and ended up settling for the Southern Company instead. MMM is a great company but too rich for my blood. XOM CVX and COP are great energy plays. Do you see the E-Cigs as being a potential negative catalyst to MO? It seems LO stepped out in front in that market which by all accounts seems to be growing wildly. IMO another few strong dividend champs would be LMT(defense), PFE(Pharma), PG. Thanks for the article.
    Nov 16, 2013. 07:27 AM | 1 Like Like |Link to Comment
  • Warren Buffett Gets Paid To Keep The Lights On At GE [View article]
    Sometimes it is too easy to live in the past... GE was the first stock I purchased out of college 9 years ago - if i had just sat and held it - I would not be thrilled with its performance. But i prefer to live in the present and ended up quadrupling my position at 9$. GE is one my company's largest customers and even during the turmoil they never missed a payment to us.
    Nov 15, 2013. 07:07 AM | Likes Like |Link to Comment
  • Keep Selling Tesla: Momentum Is Fading [View article]
    at 182.80 you are grasping for the spare change of what was a massive run up. Just like a 2/1 condo in a mediocre area has a absolute max inflated price so does a stock. Sell before you see it in the low 100s.
    Nov 8, 2013. 07:41 AM | Likes Like |Link to Comment
  • Insiders Are Selling Intel [View article]
    Wow great correlation... a company valued at over 100BLN and one worth 170MLN. Actions has no "real assets" and hardly any sales.
    Nov 8, 2013. 07:03 AM | 2 Likes Like |Link to Comment