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  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    @deercreekvols>
    You have got to be kidding me!!! But I know you are not. That plays right into what I thought would happen. The guy thinks he is not infected and it just a common cold or sinus infection at first and goes about life...

    But sounds like he was worried to some degree and expressed it to hospital staff - who then completely dropped the ball...

    If you would mind, please share some local news links, etc. on this, and save us all some search time - Thanks in advance.
    Oct 1, 2014. 02:42 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    I'm surprised that GSK has not taken off with the rest of the "Ebola" stocks today. While it is definitely not a "pure Ebola play," I consider that a good thing. Well diversified, high yield, blue chip stock.

    Given their size, resources and presence in the hot zone, they are probably the most likely to have commercial success preventing and curing the disease. And currently at a 52 week low to boot. Anybody see something obvious (or not so obvious) that I am missing?
    I mean if this gets really bad; let's see one vaccine shot for every person left in the first world... at what price???

    http://bit.ly/1DZNa8X

    http://bit.ly/1DZNcgY
    Oct 1, 2014. 01:02 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    Probably the best bet on Ebola is first a vaccine and then hopefully a real cure. I would put my money on GSK. Funny they were not listed in the article today. They were on an update last night.
    http://seekingalpha.co...
    They also just hit 52 week low. Here are some links to their Ebola efforts.
    http://bit.ly/1DZNa8X
    http://bit.ly/1DZNcgY
    Oct 1, 2014. 09:39 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    I'm definitely worried about Ebola. Any sane person in an Ebola hot spot, who thinks they may have exposed - and can get the money for a ticket - by any means - would be on a plane out of there... Get to any place with decent health care just in case you were exposed. Adequate life support care would mean the difference between life and death...

    The 2 to 21 day incubation period is the really scary part. Someone could be in country for weeks before they start running a fever. They long thought they were safe and this is just some common cold... Go to Walmart or Target to get some Tylenol, etc. and they are leaving Ebola on the shopping cart handle via their sweat... Maybe cough on the cashier... You're kidding yourself if you think the CDC can track down everyone that has been exposed...
    Oct 1, 2014. 09:34 AM | 6 Likes Like |Link to Comment
  • Circular Reasoning About Commodities [View article]
    Excellent analysis Jeff. I am making similar (but more leveraged) plays using leaps in Long Combination option plays. Get the equivalent of the dividends now by selling leap puts and using some of that money to finance buying leap calls. The margin requirements for the puts are provided by the leftover premiums and a low amount of margin on a basket of high dividend CCC stocks.

    It's a high octane play and not for the faint of heart, but market conviction along with security diversification allows me to get some sleep.

    As always thanks again for a good read and all the best for your continued success.
    Sep 26, 2014. 05:58 AM | 1 Like Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    SE: I would stop commenting right now and take a break, you are really making me wonder if I have made a big mistake in endorsing you. You usually write far better articles, and your comments here are completely over the top. The only reason I'm not un-following you right this minute is because I did a quick check of my history log and found a number of your articles there. Everyone can have a bad day and I am going to give you the benefit of doubt. But I am really starting to wonder if I have you confused with someone else. Do yourself a favor, back a way from the keyboard slowly and go take a long walk and reflect on how you want to come across to your readers...
    Sep 25, 2014. 05:25 PM | 1 Like Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    I will definitely agree that the 3rd person writing style leans towards being pompous and impersonal. It definitely is off putting to a lot of readers. It makes you wonder if narcissism is more important than followers.
    Sep 25, 2014. 01:42 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast [View article]
    @gggl> That is what I was trying to allude to with the dormitories and the 1800s, it's getting to be like the old mines, railroads, dams and other major projects of that era. The company controlled everything in the lives of the people that worked on these projects for survival wages. They were basically slaves, the company just moved the money around and the laborers basically worked for free. The workers could never save a dime. Just like the old saw: " I owe my soul to the company store...
    But it's even worse in this modern case. The workers actually bring extra money to the company from the government, food stamps, WIC, child care, EIC credits, etc. It really makes you sick when you think it through.
    Sep 25, 2014. 12:11 PM | 1 Like Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    Shock Exchange if you want to win me back, then provide your estimates for Earnings Revenue and EPS. Then state clear 90 day and 1 year Price Targets.

    Hey you may be wrong, but at least you stated a precise analysis.
    I mean that is the point of a pre-earnings release article.
    And would be worth taking the time to read.
    Sep 25, 2014. 08:41 AM | 2 Likes Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    Hey I may be blunt, but I call it like I see it. This sounded just like the last Trefis article I wasted my time on, including the "update valuation a week after earnings."

    Shock Exchange is usually an excellent read. Especially if I disagree with something, he really makes me think. This article does not at all sound like his usual thorough analysis and actionable conclusions.
    Sep 25, 2014. 08:30 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast [View article]
    I just researched it on the GoBank site: if you absolutely can't pay someone with the debit card or an ACH, then you the enter transaction into their website and GoBank will mail a check to the other party. Like I thought: no way to overdraft the account.

    You can calm down now blueline... But I must admit some of your rants are great reading and brighten up the morning!
    Sep 25, 2014. 08:21 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast [View article]
    Actually does GoBank offer paper checks to customers? Some of the newly launched "no overdraft fee 'checking' accounts" from the majors only have debit card and ACH transfers allowed. No fees - because there really is no method to overdraw the account...
    Sep 25, 2014. 08:09 AM | 8 Likes Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    I'm sorry but I find the article a wishy-washy. You provide the current analysts expectations. You state that $MU is going "to shoot the lights out" of earnings, but provide NO estimates of your own. Then state an old valuation of 18x of earnings that I don't see how you derived that (may using GAAP numbers?). Then state an old ridiculous $18- $22 (under) valuation, and that you will update it in a week?

    I expected a lot more out of you Shock Exchange, this sounds like a Trefis article!
    Sep 25, 2014. 07:56 AM | 13 Likes Like |Link to Comment
  • Wall Street Breakfast [View article]
    All Walmart will need now is dormitories for the staff and they are back in the 1800's...
    Sep 25, 2014. 07:34 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast [View article]
    In today's earnings announcements, $MU is reporting after the close, correct?
    Sep 25, 2014. 07:30 AM | Likes Like |Link to Comment
COMMENTS STATS
204 Comments
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