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mschratter

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  • Tesla Earnings Call Decimates Most Bear Arguments [View article]
    Lemmings always go over the cliff.

    Look the bottom line isn't whether TSLA is a disruptive or whether TSLA will even be around in ten years, the crux of today's lesson has to do with a hot air balloon and betting against the stampeding herd of lemmings.

    Hype, greed and an inflating stock price that had such a ridiculously lofty elevation as to evaluate TSLA at over $50 billion. lol

    This story is certainly not new, and it always, as in 100% of the time, ends the same way. With the only smart investment being a 'put' option against all of the foolishness...
    May 8, 2014. 03:54 PM | 1 Like Like |Link to Comment
  • Want Alpha? Sell Starbucks, Buy Quicksilver Resources Inc. Part 2 [View article]
    Giovanni, I did some reading...

    You must have missed the fact that SBUX's revenue has increased by over 52%, from $9.78 billion in 2009, to $14.89 billion in the last fiscal year, and that the expansion has come with a gross margin over 21%.

    Run for hills SBUX is dead!
    Feb 7, 2014. 06:20 PM | Likes Like |Link to Comment
  • 10 Reasons Starbucks Could Suffer [View article]
    You must have missed the fact that SBUX's revenue has increased by over 52%, from $9.78 billion in 2009, to $14.89 billion in the last fiscal year, the period of their big China expansion. You must have also missed the fact that expansion has come with a gross margin over 21%.
    Feb 7, 2014. 06:18 PM | Likes Like |Link to Comment
  • Want Alpha? Sell Starbucks, Buy Quicksilver Resources Inc. Part 2 [View article]
    Giovanni,

    Though I whole hardly disagree with your SBUX sell, that is beside's the point.

    My real disagreement is with you using this SBUX board as a place to shill your natural gas stock.

    Please stay on topic,
    M
    Jan 31, 2014. 04:22 PM | 3 Likes Like |Link to Comment
  • 10 Reasons Starbucks Could Suffer [View article]
    And just to add to my earlier point about SBUX being a beautiful long term bet...

    Did some reading-

    Revenue has increased by over 52%, from $9.78 billion in 2009, to $14.89 billion in the last fiscal year. With a gross margin over 21%.

    I must be missing something here? Where in these numbers does Chart Prophet see Starbucks as a sell?.
    Jan 21, 2014. 01:14 PM | 1 Like Like |Link to Comment
  • 10 Reasons Starbucks Could Suffer [View article]
    SBUX is my biggest long term holding. I have little interest in its daily ups and downs for I am convinced on the positive long term potential of this company. I am no day-trader. I invest for my future, I think long term.

    So with that said, I say that anyone that is waiting for Starbucks to crash and burn is suffering from wishful 'short' predictions.

    I have been a long on SBUX and for the last dozen years or so. And during the inevitable dips, I buy!


    SBUX is about selling a legalized drug (caffeine) with the right emotional packaging.

    Not all of us are stupid enough to buy expensive cars on credit or over-extended ourselves with houses we couldn't afford, but we all seem willing to buy a $4 cuppa joe. We all know that their drinks are over-priced and yet every day millions of us throw out our financial common sense and allow ourselves this little perk that has us believing that we are rich, hip, and worth it.

    And in China it even gets better. The Asian nouveau riche love status symbols that show off their wealth. Holding a Starbucks cup while walking around a shopping mall allows others to see you have made it. (The fact that your tongue loves the fatty sweet liquid and your neural system physiologically craves the stimulant are just secondary bonuses!)

    I read a an article about this phenomenon getting so extreme that some people are willing to fill up a used Starbucks cup with cheap coffee just so they can feel the psychological benefit of seeming elite.

    Even if China continues to slow down ever further, it doesn't stop the fact that the nation is creating millionaires by the dozen every day. We are witnessing 1.3 billion people just beginning to go from rural to urban, from dirt poor to lower-middle class. Any one that bets against this trend is missing the forest for the trees.

    The same can be said about the immediate European concerns. EU troubles are momentary setbacks of today but they won't be an issue for Starbucks' European expansions in the future. And don’t even get me started with the potential for India!

    As the world becomes more westernized, global and wealthier, one can potentially see a Starbucks in every other town with a population 50,000 or greater. The planet has a lot of such towns.

    As McDonalds was synonymous with the fast food burger in North America before it became so globally, so Starbucks will be with coffee.

    Unless you are a trader, quit trying to find the bottom or time the markets. Buy SBUX and hold it for 5 -10 years. Then laugh all the way to the bank.

    And like so many SBUX shorters of the past, Chartprofit might want to consider closing his short position before he is caught with his pants down.

    A safer bet would be to buy SBUX on dips.
    Jan 20, 2014. 02:23 PM | 20 Likes Like |Link to Comment
  • Celsion's Phase III Blockbuster Data Revealed And It's Been Right Underneath Your Nose - Part 2 [View article]
    LOL!!

    Man, you're funny!
    Jan 21, 2013. 10:04 PM | Likes Like |Link to Comment
  • Nokia: Is Now The Time To Cash In? [View article]
    NOK and RIM are speculative. Period.

    Putting any substantial portion of your portfolio in either of these two stocks is foolish, regardless of whether we get lucky and NOK or RIM goes to the moon.

    That said, I do believe that the massive and still fast growing cellular industry has room for a third platform, and I'm willing to bet that Windows or the RIM network will be that third platform. These two desperate-to-survive and leaned out smartphone companies are way ahead of anyone else hoping to be the third player.

    For every dollar I've invested in this industry, I have roughly 40% in each AAPL and GOOG, and 10% in each RIM and NOK.

    In all of the for-mentioned stocks I have stops in place.
    Jan 20, 2013. 08:11 PM | 1 Like Like |Link to Comment
  • Celsion's Phase III Blockbuster Data Revealed And It's Been Right Underneath Your Nose - Part 2 [View article]
    So wrong Alex and Fox333. And I am happy for it!

    Your binary argument proved false.

    As I said back two weeks ago...

    "All of this analysis on assumptions is only helpful to a certain point and everything after that is a whole lot of dreaming.

    CLSN is a long shot. Period.

    Anyone that has invested in this company either now or in the past should realize this and by no means should have invested any sizeable amount of their financial future in this stock.

    To do otherwise is not investing, it's called gambling.

    Small pharmaceuticals are notoriously risky. They live and die on their drug patent of the moment. If you are investing more than 5-10% of your portfolio in a pharmaceutical company like CLSN, I hate to say it, but you're a fool.

    I have been long on CLSN for the past 6 months. I am delighted that it has done so well so far, and of course I hope it passes it's Phase III, but at the same time I am not going to sit here a claim that I have been a wise investor and that I know something the rest of the financial industry doesn't, even if I walk away with a 4 or 5 bagger.

    I have taken my original investment off of the table and I have put 'stops" in place to try and prevent my profits from being fully erased should the trials fail."

    And well well well, I JUST MADE A TIDY $15,500 (and counting) by my stop being trigger at $8.55 last week.

    The stock is trading at $7 and I'll be buying back in either Monday or Tuesday depending on whether CLSN drifts further down or not.

    GO CLSN!
    m :)
    Jan 20, 2013. 02:25 PM | 1 Like Like |Link to Comment
  • Nokia: Is Now The Time To Cash In? [View article]
    NOK and RIM are speculative. Period.

    Putting any substantial portion of your portfolio in either of these two stocks is foolish, regardless of whether we get lucky and NOK or RIM goes to the moon.

    That said, I do believe that the massive and still fast growing cellular industry has room for a third platform, and I'm willing to bet that Windows or the RIM network will be that third platform. These two desperate-to-survive and leaned out smartphone companies are way ahead of anyone else hoping to be the third player.

    For every dollar I have invested in this industry, I have roughly 40% in each AAPL and GOOG, and 10% in each RIM and NOK.

    In all of the for-mentioned stocks I have stops in place.
    Jan 13, 2013. 02:22 PM | Likes Like |Link to Comment
  • Celsion's Phase III Blockbuster Data Revealed And It's Been Right Underneath Your Nose - Part 2 [View article]
    All of this analysis on assumptions is only helpful to a certain point and everything after that is a whole lot of dreaming.

    CLSN is a long shot. Period.

    Anyone that has invested in this company either now or in the past should realize this and by no means should have invested any sizeable amount of their financial future in this stock.

    To do otherwise is not investing, it's called gambling.

    Small pharmaceuticals are notoriously risky. They live and die on their drug patent of the moment. If you are investing more than 5-10% of your portfolio in a pharmaceutical company like CLSN, I hate to say it, but you're a fool.

    I have been long on CLSN for the past 6 months. I am delighted that it has done so well so far, and of course I hope it passes it's Phase III, but at the same time I am not going to sit here a claim that I have been a wise investor and that I know something the rest of the financial industry doesn't, even if I walk away with a 4 or 5 bagger.

    I have taken my original investment off of the table and I have put 'stops" in place to try and prevent my profits from being fully erased should the trials fail.

    Protect your money now before it is too late!

    Good luck to everyone,
    Michael
    Jan 12, 2013. 05:23 PM | Likes Like |Link to Comment
  • Why Starbucks Will Grow Too Much In Asia For The P/E-Ratio To Matter [View article]
    Bang on!

    SBUX is my biggest long term holding. I have little interest in its daily ups and downs for I am convinced on the positive long term potential of this company.

    As the world becomes more westernised, global and wealthier, I foresee one (or more) Starbucks potentially in so many towns with a population 50,000 or greater.

    As McDonalds was synonymous with the fast food burger in North America before it became so globally, so Starbucks will be with coffee.
    Oct 2, 2012. 04:07 PM | Likes Like |Link to Comment
  • Collateral Transformation Poses A Systemic Threat To Bank Of America [View article]
    Exactly.

    JPM, BAC, and C. I am holding these stocks and buying on dips because in 5 -10 years I'll have doubled the DJIA and S&P 500's return.
    Sep 11, 2012. 07:04 PM | Likes Like |Link to Comment
  • Starbucks: Would You Like That Hot Or Cold? [View article]
    I am no day-trader. I invest for my future, I think long term.

    So with that said, I say that anyone that is waiting for Starbucks to crash and burn is suffering from wishful 'short' predictions.

    I have been a long on SBUX and for the last dozen years and it has proved to be the correct call.

    SBUX is about selling a legalized drug (caffeine) with the right emotional packaging.

    Not all of us are stupid enough to buy expensive cars on credit or over-extended ourselves with houses we couldn't afford, but we all seem willing to buy a $4 cuppa joe.

    We all know that espresso coffee drinks are over-priced and yet every day millions of us throwout our financial common sense and allow ourselves this little perk that has us believing that we are rich, hip, and worth it.

    And in China it even gets better. The Asian nouveau riche love status symbols that show off their wealth. Holding a Starbucks cup while walking around a shopping mall allows others to see you have made it. (The fact that your tongue loves the fatty sweet liquid and your neural system physiologically craves the stimulant are just secondary bonuses!)

    I read a an article about this phenomenon getting so extreme that some people are willing to fill up a used Starbucks cup with cheap coffee just so they can feel the psychological benefit of seeming elite.

    Even if China continues to slow down ever further it doesn't stop the fact that the nation is creating millionaires by the dozen every day. We are witnessing 1.3 billion people just beginning to go from rural to urban, from dirt poor to lower-middle class. Any one that best against this trend is missing the forest for the trees.

    The same can be said about the immediate European concerns. Greece and Spain are momentary setbacks of today but they won't be an issue for Starbucks' European expansions in the future.

    Unless you are a trader, quit trying to find the bottom or time the markets. Buy SBUX and hold it for 5 -10 years. Then laugh all the way to the bank.
    Aug 30, 2012. 05:47 PM | 4 Likes Like |Link to Comment
  • Nokia: Don't Sell Yet [View article]
    Sure NOK and RIM are somewhat speculative-

    but I'd rather get these desperate-to-survive and leaned out smartphone companies at these fire-sale prices than APL at a price that if not frothy, is certainly priced for perfection.
    Aug 6, 2012. 08:05 AM | 1 Like Like |Link to Comment
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