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Sophocles75

Sophocles75
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  • 5 Telltale Signs Your Stock Will Double [View article]
    Excellent article. Great points. I've seen this happen in my portfolio. Great recent examples have been GME and HGG.
    Apr 29 07:38 AM | Likes Like |Link to Comment
  • The CFPB Is Not Armageddon, So Buy These Stocks [View article]
    Used to hold EZCorp. Sold in Nov and haven't followed since. But overall I found the stock suffers from poor corporate governance and increasing expenses have been suspicious. I did not like the conf call at all.
    Apr 2 04:58 AM | Likes Like |Link to Comment
  • Bridgepoint Is Now An Even Stronger Buy [View article]
    "the majority of the company's operations are in San Diego and its colleges are in Iowa and Colorado"

    Then it appears to me from your link http://bit.ly/WH2Ewg that BPI is ok since the link shows that Iowa and Colorado belong to HLC....

    Can you please comment?
    Mar 5 05:31 AM | Likes Like |Link to Comment
  • GameStop's FY12 Holiday Sales Are A Red Flag For Investors Betting On Cyclical Growth [View article]
    FYI, used games will work on the PS4. This is huge for GME. Unlikely anyone else do anything different.

    http://bit.ly/Xrr0Vk
    Feb 21 08:45 AM | Likes Like |Link to Comment
  • GameStop's FY12 Holiday Sales Are A Red Flag For Investors Betting On Cyclical Growth [View article]
    "Ignore for the moment...." Market sure hasn't.
    Low valuation most likely already prices in 'reality'. Longs (like myself) made a killing entering at $16-20.
    Shorting a stock on the way up (like you did in Oct) is the sure way to the poor house. Keep that in mind in the future.
    Feb 21 07:44 AM | Likes Like |Link to Comment
  • 3 Overvalued Stocks Investors May Want To Avoid When Applying Graham's Number [View article]
    Agree with Paul. You got the formula wrong.
    So many people appear to write articles on SA just for the heck of it.
    Jan 18 10:11 AM | Likes Like |Link to Comment
  • 4 $5 Stocks Screened To Limited Downside [View article]
    I started looking at PWER a few weeks ago because of the low valuation. My conclusion was: If subsidies are being eliminated in Europe then it looks like the affect is not known. S&P predict 37 cent in 2013 and 44 cents in 2014 and rate it a sell. Considering the balance sheet I wouldn't mind a 40 cent consistent EPS, however I'm not sure margins are stable. (With yty's announcement, looks like I was right...)

    Secondly, I notice that shares outstanding have increased by 20%
    http://bit.ly/11eMXNs

    With so much cash on balance sheet, why have shares increased...?
    Jan 18 08:46 AM | 1 Like Like |Link to Comment
  • Power-One Inc.: Strong Balance Sheet Makes It An Attractive Proposition [View article]
    Thanks for the view Jason. I started looking at this because of the low valuation. If subsidies are being eliminated in Europe then it looks like the affect is not known. S&P predict 37 cent in 2013 and 44 cents in 2014 and rate it a sell. Considering the balance sheet I wouldn't mind a 40 cent consistent EPS, however I'm not sure margins are stable. What are your thoughts?

    Secondly, I notice that shares outstanding have increased by 20%
    http://bit.ly/11eMXNs

    With so much cash on balance sheet, why have shares increased? I would appreciate your views.
    Thanks.
    Jan 9 04:25 AM | Likes Like |Link to Comment
  • Aflac: Growth, Value, And A Strong Chart [View article]
    Have also been long this little gem :)
    Jan 3 10:24 AM | Likes Like |Link to Comment
  • The Seductive Warren Buffett [View article]
    So sick of Buffet this and Buffet that... Buy good companies low, sell them high. Ok. get it. Also, value strategies work. Yeah... knew that too... thank you very much. Anything else?
    My portfolio gained 22% in last 5 months. Anyone want to write a book about me? Don't bother. Just another value strategy that... what? works? yeah... we knew that already.
    Dec 5 04:44 AM | 1 Like Like |Link to Comment
  • Is Microsoft The Ultimate Value Trap? [View article]
    Shorting MSFT is plain... unwise.

    I own both Apple and Windows products. I installed Win 8 on my new laptop. It is absolutely revolutionary. I happened to see the ipad mini after playing with my new Win 8. The mini looked like a toy in comparison.

    Where MSFT screwed up is in marketing and providing help to new users. The operating system itself should have had several videos explaining new stuff to the user. In the beginning I was lost and angry.

    After a few days, I have to say it is a pleasant surprise and a new direction that could change everything.
    Dec 4 02:31 AM | Likes Like |Link to Comment
  • Is Microsoft The Ultimate Value Trap? [View article]
    If MSFT prices the Pro tablet correctly it will dominate the market and stock will double. Otherwise, not much value here.
    Enough said.
    Nov 30 03:22 AM | Likes Like |Link to Comment
  • 2 Deep-Value Small Caps [View article]
    I'm long EZPW but it is a small position exactly because of btthus concerns. The sole voting shareholder is a problem anyway you look at it.
    Nov 6 05:14 AM | Likes Like |Link to Comment
  • Buffett Agrees - Doing Nothing Is The Path To Investment Success [View article]
    People need to stop considering Buffett a god. Did Berkshire buy INTC or not? Yes, it did. Full-stop. No need to discuss any further. Last time I checked, Buffet was still in charge of the company.
    Furthermore, if you are expecting Buffett to help you then good luck. Simply because: a) Buffett will miss out on the greatest investment opportunities simply because his size no longer allows him to buy small companies, b) Most of his buying occurs during market crisis (can you sit around and wait that long? don't think so), c) When he does do his buying, you don't have the cash to follow him.
    Nov 1 08:27 AM | 1 Like Like |Link to Comment
  • Is The PC Really Dead? [View article]
    Excellent article. You have to buy INTC now while it's cheap. Yes, I'm taking my book (bought at 21 and change) but what do you think the downside is on INTC? 4.5% div yield? That's $20.

    I also agree on the tablet area. Most tablets are crap and most are just for fun (browsing, videos, etc). Ipads will take a share in some areas, however what will happen is the PCs killing the tablets.

    I bought a Thinkpad x230 tablet. Yes, it has less batt life and is heavier, but I found it to be the best thing since sliced bread. I have a full computer with the best keyboard in the market and with a flip I have a tablet. Its not as smooth as an ipad but I'm still on Win 7. The biggest thing: I got computing power.

    MSFT is also looking good, however would have preferred it a few bucks lower.
    Nov 1 06:48 AM | Likes Like |Link to Comment
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