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XTigerX

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  • Astounding Retail Sales Justify Fed Tapering [View article]
    I agree that tapering is justified now. Starting the taper is not going to be the very first thing on Yellen's list though. Maybe at the end of February when she's settled in. I'm not betting on QE or taper. I'm just trying to pick stocks that benefit from all the traffic I see.
    Dec 13 07:26 PM | 2 Likes Like |Link to Comment
  • Lockhart: Taper on table next month [View news story]
    So Lockhart thinks that right before he leaves Ben kicks off the taper.......um no. And maybe Lockhart thinks Yellen's first official act should be to kick off the taper in January....um no. Fool me 25 times.....
    Nov 12 02:40 PM | 3 Likes Like |Link to Comment
  • Does It Make Sense To Implement The Taleb Portfolio? [View article]
    Good article.

    I've thought a lot about that strategy. Ben Graham stated it in a different way. I'm paraphrasing but the idea was that speculation is bad so if you just can't help yourself then value invest in your main portfolio and completely separate your speculation monies into another location and have fun and never those portfolios shall meet.
    Nov 1 02:58 PM | 1 Like Like |Link to Comment
  • Treasurys tumble after fast Chicago PMI report [View news story]
    All summer in the Twin Cities (Minnesota) traffic on the main highways was heavy with cars and loaded semi trucks. Foot traffic in the Mall of America was heavy. Plenty of building construction going on too. No surprise in that number for me.
    Oct 31 12:17 PM | Likes Like |Link to Comment
  • Dendreon soars as investors bet on sale [View news story]
    hope springs eternal......color me so doubtful I'm tempted to short the rumor (I won't though).
    Oct 28 01:13 PM | Likes Like |Link to Comment
  • Microsoft's Windows 8 Will Surprise Everyone [View article]
    I agree with your all your points EXCEPT number 2. PCs are better and more reliable than they used to be. My current rig is 5 years old and it does every video game I need it to do :). I'm not replacing it for at least 2 years. 10 years ago it was a new rig every 3 years and of course back in the early 90 I bought a new rig every 2 years. The price of the rig.......adjusted for inflation.....is a hell of a lot less now. That is a huge reduction in revenue in aggragate for the pc industry.

    But I also agree that windows 8 and Microsoft will be just fine. Microsoft needs to make a radical transformation and they have the money and the time to pull it off nicely.
    Oct 18 04:46 PM | 4 Likes Like |Link to Comment
  • Lenovo likely to buy parts of BlackBerry only - Reuters [View news story]
    hmmm...lots of vultures circling....there must be a corpse around.
    Oct 18 11:05 AM | Likes Like |Link to Comment
  • Buffett's profits from crisis investments: $10B and counting [View news story]
    10 billion AND counting. It's a nice place to be when giant powerful companies are begging for your cash. It's a nice place to be when giant powerful companies pay back the the cash five years PLUS interest PLUS tens and hundreds of thousands of shares of big powerful companies' stock.

    March 2009....a generational buying opportunity... and Berkshire Hathaway rolled out the nuclear buying arsenal. Good for you Mr. Buffet.
    Oct 7 10:59 AM | 1 Like Like |Link to Comment
  • Another day, another rally for Taser [View news story]
    Ah the memories. TASR was one of the first stocks I bought back in 2001 for 2 bucks and change. A few months later, bored, I sold it for 2 bucks and change. In 2004 it split 3 times and still hit 30 bucks.

    Most of it's life has hovered, in a very flat line, around 5 bucks though. I wouldn't buy it these days because I'm more picky. And this spike will probably be temporary too. I still watch it though.
    Oct 2 03:08 PM | Likes Like |Link to Comment
  • The Zombie Apocalypse Has Arrived [View article]
    Too much indeed! What about the "torture porn" horror movies (an insult to the horror genre if you ask me) and those TEENAGE!!! vampires of the last few years? Pop culture is noise.

    Every American should sit down and compare their beloved pop culture with someone from Korea, Japan, or Mexico.
    Oct 1 04:39 PM | 2 Likes Like |Link to Comment
  • Record High Gold Prices On Rupee Bashing Triggers Physical Selling In India [View article]
    I'm a gold bear but I had exactly the same thought. A currency collapse is one of the top reasons to buy gold. You don't sell your hedge at the beginning of the thing you were hedging against.
    Aug 28 07:01 PM | 2 Likes Like |Link to Comment
  • Ben Graham Did Not Give Up On Value Investing In Theory [View article]
    Outstanding article.
    Aug 14 01:38 PM | 1 Like Like |Link to Comment
  • Dendreon misses by $0.03, revenue misses [View news story]
    73 M revenue. They need 150 per quarter and they are still not close. Maybe it will happen some day, or maybe not.

    I've done significantly better since getting hard knocked by DNDN back in August 2011. I guess it knocked some risk management sense into me.

    Always watch the story with biotech. Story: Will the drug work, if yes then the story changes, Story: will the drug be approved by the FDA, if yes then the story changes, Story: will they sell a lot of the drug. And so it goes.
    Aug 8 04:58 PM | 1 Like Like |Link to Comment
  • Rising Interest Rates? What Value Investors Are Doing [View article]
    It's a great idea to have some cash in your portfolio right now. There will be a buying opportunity before the end of the year. No way would I go more than 50 percent cash at this time though. No way, no how.

    I'm curently 25 percent cash and feeling great about it.
    Aug 1 05:59 PM | 2 Likes Like |Link to Comment
  • Ackman to file SEC complaint following news of Soros Herbalife stake: NY Post [View news story]
    LOL! The sharks are hunting sharks.
    Aug 1 11:54 AM | 1 Like Like |Link to Comment
COMMENTS STATS
237 Comments
305 Likes