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  • Which Of The 8 Best Yielding Semiconductor Companies Is Most Attractive To Dividend Investors? [View article]
    Other than intel most of those stocks are pretty much tapped out with high payout ratios. Intel has some room to continue to grow their dividends. I have added to my position a few times in the mid 19s and really like the stock.
    Mar 11 11:16 AM | 1 Like Like |Link to Comment
  • Intel Won't Build Apple's iPhone Chips [View article]
    agreed - why just give up all that capacity to someone else. Intel has things apple would want and vice versa. Apple would build on a cutting edge process, and Intel would get paid handsomely and hopefully gain a very powerful partner who would hopefully lead them back to building chips companies need/want not things that are "good enough for the low end market".

    If being a foundry is such a lousy business and there is no money to be made - then why is TSMC's stock up over 20% in one year? and Intel is where?

    Long INTC.
    Feb 27 08:19 AM | 1 Like Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    wish GE was as broken as apple.!!!

    no debt, 100 bl in the bank, great margins, great following... feel free to come break by company any time.

    Don't own it but smart enough to know there is nothing broken there.
    Feb 26 09:14 PM | 1 Like Like |Link to Comment
  • More Dimon (previous): "If I could borrow at 4% after-tax, I'd be buying up huge chunks of corporate America right now." It might be sage advice from the man who called JPMorgan (JPM) shares a "no-brainer" as they sank to the low $30s in wake of the London Whale affair last year. [View news story]
    Just because GDP is 1% does not mean many companies will grow at much faster rates than that. Plus most multinationals generate growth in other countries that are growing at very high percentage rates.

    Most people are just jealous of Dimon's success and business prowess... were you a wamu or bear sterns investor?
    Feb 26 09:06 PM | 1 Like Like |Link to Comment
  • Intel: Enough Of The Nonsense [View article]
    Nice to see someone who actually understands the semiconductor market, and that Intel is not a short term play. They are and will be here for the long haul and will continue to make hefty profit margins due to their industry advantages.

    ARM and QCOM are like the LNKD and AMZN of the semiconductor market, right now things are in a euphoric state, trading at multiples most would consider wild, but once we see a market contraction(and yes this will happen), smart money will go back to Intel who at ~20$ is sitting at what seems at or near rock bottom pricing - little downside, decent upside (30-40% in the next 12 months) and a nice hefty dividend to be patient. Yes please!
    Feb 11 11:16 AM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    FCF means nothing if only a fraction of a percent is YOURS!
    That is like the Groupon argument (we have 200 Mil in cash so we are a safe investment) buuuut we owe 175M to our suppliers, its not your money if you just get to run it through your pipes and collect pennies at the end...

    The only way for AMZN to extract more money is to raise prices, which they wont be able to do for fear of losing the only argument they have left, growing revenues.
    Feb 5 08:07 PM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    OK... AMZN can make money any time they want... but they just hate money so much that they would rather lose 40 mil than make it? Lots of companies have HUGE CAPEX projects on a YoY basis, look at Intel, they spend 12-14b a year BUT still earn money and STILL pay a dividend, of course their net margins are more than 10x Amazon's.

    Of course we are talking about a mature company vs a start up. oh wait... amazon is 13 years old and still not earning any money.
    Feb 5 08:00 PM | 1 Like Like |Link to Comment
  • Amazon: When Will This Bubble Burst? [View article]
    Most of their cloud resources are GIVEN AWAY FOR FREE to customers!!! I think amazon would need to be earning 10 B to justify its share price. and it has proven it has no shot at doing that any time soon.
    Feb 5 06:50 PM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    So pretty much you admittedly have blinders on when it comes to evaluating a solid investment vs. one with a high level of risk. A company who does not earn a profit yet commands such lofty valuations is inherently riskier than those who MINT MONEY (XOM, APPL) I think AMZN's stock is at an inflection point - AT SOME POINT profit has to matter - and yes people have been saying this for a long time. It could be 1 year it could be 3 months. At some point there will be a correction, albeit not the crash and burn 200 pt drop most the bears believe but at least 60 - 80 pts.
    Feb 5 02:48 PM | 1 Like Like |Link to Comment
  • Buying Amazon With A 20-Year Horizon [View article]
    I am shocked how long it has taken as well... We deal in manufacturing machinery and until about 2-3 years ago never had any sales tax inquiries, it seems like every-time we have something that crosses the border into FL they are calling to make sure we are paying the sales tax.. States are money hungry and it will not take long for they to jump on board with California and demand AMZN to charge sales tax.

    I think AMZN's best hope for profit growth is the subscription and media sales. I buy a lot of music on AMZN via the PANDORA link - it works great and I love the cloud player... I am a member of Audible (audio book subscription), I am a member of Prime as well so I watch movies on my PS3 and XBox.

    I don't honestly know why they feel the need to be in EVERY business. How much money can you make selling 4$ Razors? probably a lot less than selling a Nikon SLR. I think a slimmed down company focused on the digital side of things could become a profit machine - much like how iTunes has been for apple. Not sure if I would want to go up against WMT on the "every day" items. They have proven time and again to be a fierce competitor who generally crushes its opposition.
    Feb 4 01:46 PM | 1 Like Like |Link to Comment
  • Shopper Beware: Buy Anything At Amazon Except Its Stock [View article]
    Could not have said it better myself.... Expect to see some of the big guys start to unload their positions, the hysteria is almost coming to an end just in time for the little guys to jump in and take the fall. I own apr 20 & july 20 puts at 270 265 and 255...
    Feb 4 10:20 AM | 1 Like Like |Link to Comment
  • Buying Amazon With A 20-Year Horizon [View article]
    How much better is amazon that WMT? All i know is WMT actually makes money and returns it to shareholders, walmart is the price leader and once they start to crowd this space it will be very tough for amazon. WMT could set up a courier network to take things directly from the stores (in local markets) and deliver them to your house same day, it would not be very expensive and services would be comparable to amazon. How much smarter is amazon 10xPE vs 3600xPE? What really is there to justify that? Foward PE is still around 50x - Crazy! Amazon is a BUY at 80$/share...
    Feb 2 07:59 AM | 1 Like Like |Link to Comment
  • Buying Amazon With A 20-Year Horizon [View article]
    I am short too most of my options have increased between 100-140% in the past 2 days - I wonder why?.. Just wait for this double barreled shot gun blast to the face that is called amazon. When it starts to fall, make sure you got some stops in place beacuse it will fall like a ROCK. Think Enron or APPLE (as of recent - although i still don't understand who all of a sudden started hating apple, it would take amazon 100 yrs of their BEST year to equal Apple's cash in the bank!). Ridiculously overvalued - I love the show shark tank - Kevin O'Leary's favorite question : HOW AM I GOING TO GET MY MONEY BACK? Amazon will never be able to return the kind of value to the shareholders its valuation suggests EVER! I don't care if they have Walmart or Target margins, because at those margins, this wild growth will slow, they will be under pressure from losing the 7% sales tax advantage very shortly. Margins will deteriorate further if they try to keep the growth at this pace they will probably start bleeding money... Coming from a member of amazon prime and audible - I love their products - hate their stock.
    Feb 2 07:54 AM | 1 Like Like |Link to Comment
  • A Look Into The New And Improved Estimates [View article]
    I for one have some longer term short interest. some of them are up over 100% I think the tides may be turning. a few days of the stock dropping and some people will be looking to get their profits out.
    Feb 1 09:31 AM | 1 Like Like |Link to Comment
  • After A Big Run, Ford Looks Like A Sell And Headed Back For $12 [View article]
    The Euro division issues are priced into the stock at current numbers, any up-tick will send the company up more. Ford will beat earnings tomorrow.
    Jan 28 06:00 PM | 1 Like Like |Link to Comment