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kingShehi

kingShehi
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  • Woe Is The Asset Allocator? [View article]
    Well put and great advice!!!
    Jul 26 02:07 PM | 1 Like Like |Link to Comment
  • Apple: Waiting Is The Hardest Part [View article]
    I learned a lot from this article ...and I think the most important part was that from a company that pays quarterly dividends what you need to know as the author puts it is...."investors must remember that dividends come only four times a year"
    May 28 03:14 PM | 1 Like Like |Link to Comment
  • Enormous Insider Buy Signals Loudly For Audience [View article]
    How is the product of this company difference than Nuance?
    May 9 11:22 AM | Likes Like |Link to Comment
  • Some Moves Are Consistent With Severe Leverage In The System [View article]
    Paulo, are you anticipating a broad market sell off based on this analysis?

    Very insightful article.
    May 2 09:51 AM | Likes Like |Link to Comment
  • Is J.C. Penney Now A Buy? [View article]
    Does this fit: when there is blood in the streets buy JCP property? I will take a stab (figuratively).
    Apr 10 12:03 PM | Likes Like |Link to Comment
  • 14,400 Friday: Finishing Off Another Fabulous Week [View article]
    @tunaman

    To quote from godfather "how a man makes his living is none of my business. But this proposition of yours is too risky."

    Cheers!
    Mar 8 04:00 PM | Likes Like |Link to Comment
  • 14,400 Friday: Finishing Off Another Fabulous Week [View article]
    @myke
    I did read it. But I just find it amusing that tunaman is choosing that same level to go short...
    Mar 8 03:43 PM | Likes Like |Link to Comment
  • 14,400 Friday: Finishing Off Another Fabulous Week [View article]
    @tunaman
    I love how you pull a number like 15,200 str8 out of your a***. I would love to take your money any day of the week.

    @Phill
    I may not always agree with your optimism, but I always enjoy reading your articles. Thank you.
    Mar 8 12:01 PM | 3 Likes Like |Link to Comment
  • Why Microsoft And Intel Investors Should Be Glad The Stocks Are Languishing [View article]
    Hey Ron,

    Good article. Without trying to dissect your thesis completely especially since I had already skimmed through this strategy when I read the annual letter from Berkshire (and I, as many others have a tremendous respect for Mr. Buffett), I am probably missing something. I can see this strategy working if your investment horizon is infinite. But in my case, it is about let's say 40-50 years. So if Intel is paying me 4+% to hold their stock and I assume that they are the same company 40 years from now, meaning that they will continue to rise their dividend and their growth is ball park the same as today thus there wouldn't be any significant appreciation/depreciation in the price per share. Wouldn't I be better off being in a stock like Berkshire that (currently pays no dividend) has outperformed the market and has averaged at least 10+% since inception?
    Mar 1 04:05 PM | 1 Like Like |Link to Comment
  • Can Netflix Escape Amazon's Grip? [View article]
    No wonder their margins are razor thin.
    Feb 12 02:47 PM | Likes Like |Link to Comment
  • Can Netflix Escape Amazon's Grip? [View article]
    I wasn't aware the NFLX leverages Amazon's cloud. Thank you for the information Dana. I wish I had the cojones to short both these extremely valued companies but as they say my best move here is the no-move.
    Feb 12 02:30 PM | Likes Like |Link to Comment
  • Why The Living Room Is Too Small For Apple [View article]
    Well first congrats on your first instablog/article although IMO you have chosen a tough subject to really "add" any value.

    What you and potentially many other apple opposites are missing is that Apple IMO will not just get in the TV manufacturing/selling business bc it doesn't take a rocket scientist to know that the margins are razor thin but the objective is to expand their existing entertainment business by selling pay on demand packages thus redefine how people think of paying for their cable service. So for example instead of me paying a flat fee for 300+ channels I get when I may only watch 10-15 it doesn't make any sense.

    Regards.
    Feb 11 11:33 AM | 5 Likes Like |Link to Comment
  • Technical Tuesday: The Tide Is High [View article]
    The reason you don't like the company is company specific or country specific? I wonder how you feel about $YUM.
    Feb 5 11:31 AM | Likes Like |Link to Comment
  • Technical Tuesday: The Tide Is High [View article]
    Phil,
    Thank you for the article. Any thoughts on $BIDU?
    Feb 5 10:49 AM | Likes Like |Link to Comment
  • VMware Problems Are VMware Problems [View article]
    Dana - is it wrong to assume that you are bullish on EMC?

    I am long EMC.
    Jan 31 03:18 PM | Likes Like |Link to Comment
COMMENTS STATS
86 Comments
85 Likes