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  • Diversify Your Income Portfolio With Allianz [View article]
    Very good & interesting article. Thanks for sharing.
    Aug 23 01:33 PM | Likes Like |Link to Comment
  • Market Update 8/23 - New Highs & The Flattening Yield Curve Dilemna. [View instapost]
    Great read. I appreciate you sharing your knowledge.

    I mostly agree with all your points of long term secular bull. I am typically 90-100% invested in stocks & don't try to time soft markets but I recently went 24% cash to 1) try to preserve my better than S&P500 performance for the year and 2) wait out next 2 months due to mid-term elections. Plans are to be fully invested during last 8 weeks of the year.

    That being said, I am probably wrong.
    Aug 23 10:40 AM | Likes Like |Link to Comment
  • DEA restricts hydrocodone combination prescriptions [View news story]
    Papa..... I agree. I've watch a lovely woman turn into a different person over the last 6 years from taking hydrocodone due to back issues from a fall. She has had 2 wrecks in the last 2 years & I and many others suspect she was medicated. All believe the pain exists but she now is hopelessly addicted & losing friendships. So sad. Don't know the answer but medical weed may be an option but she refuses to try it as 1) not legal in the state she resides & 2) she explains she is a christian.
    Aug 23 10:30 AM | Likes Like |Link to Comment
  • Berkshire Hathaway Is 13% Undervalued [View article]
    As well as very low interest rates which impacts insurance rate of return on fixed income investments.
    Aug 22 02:22 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Mark thanks for article.

    I have bought 8 iPads (5 gifts) & not one was telco based so save data money. Use iPhone when wifi not available & it works perfectly for me & to those that I provided as a gift. Didn't know telco's offered a subsidy for iPads.
    Aug 22 02:15 PM | 2 Likes Like |Link to Comment
  • Don't Misinterpret Heidi Klum: Buy Michael Kors [View article]
    Very well researched & detailed article. Thanks for sharing.
    Aug 22 08:24 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: BofA Expected To Pay $16.5B Mortgage Settlement [View article]
    IMO, the above comments about Ferguson incident does no one any good in terms of investment ideas & actually reflects ignorance of those that continue to play their political game.

    2hard.... Your poem is not only racist but absolutely sickening to me. Shut up!!

    SA delete this comment or delete his or both. This type of commenting is not worthy of your site.
    Aug 21 07:37 PM | 1 Like Like |Link to Comment
  • Don't Be Left Holding The Bag: A Kate Spade, Michael Kors Pair Trade [View article]
    Since 2009, Aug-Oct is the time to buy apparel/shoes/accessories retailers for a trade. If you hold retail stocks for the long term, you need an iron stomach cuz every summer retailers are in the doldrums due to the over-talking doom & gloom crowd. Kinda like home builders.

    Be careful shorting at this time in the calendar year.
    Aug 21 12:45 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: BofA Expected To Pay $16.5B Mortgage Settlement [View article]
    "Cut government spending and regulations so jobs can be created;"

    Sounds like a good idea. Let's re-implement Laissez-Faire type of gov't so we can relive bank failures of the late 30's, S&L crisis of the late 80's & the recent Great Recession. I don't like gov't regs any more than anyone else but they are needed cuz there will always be bad guys doing bad things, usually wearing a suit.
    Aug 21 11:53 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: BofA Expected To Pay $16.5B Mortgage Settlement [View article]
    "This isn't a case where the person who spilled a $2 cup of coffee was awarded a $95 Million settlement and the restaurant chain goes back in to ask for a reduction of the settlement."

    Number not even close. The 79 y/o woman just wanted the business to pay for her medical bills that SS didn't pay & loss of income due to her skin grafts. She initially asked for $20k but the business attempted to bully her & only offered $800. When the jury understood that the business offered free "refills" & their policy of serving coffee so hot to lessen the number of refills, they (a jury of peers) penalized the business based on what their coffee sales were for a day. She subsequently settled for less than $1million.

    This event, and others, were used by corps & corp friendly state gov't's to pass frivolous lawsuit (tort) reform. Today, in the state I reside, individuals can sue individuals, corps can sue corps, corps can sue individuals, state gov't can sue anyone or anything, but mostly individuals (that are not wealthy) can't hardly sue a corp or doc without risking paying for the other's attorney fees in case the amount rewarded is $1 less than what they sued for.
    Aug 21 10:15 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: BofA Expected To Pay $16.5B Mortgage Settlement [View article]
    "Can someone explain why gold is falling off a cliff this week? Have anything to do with Jackson Hole ?"

    Nope. Strong dollar. Reason for lower oil prices as well.
    Aug 21 09:43 AM | 2 Likes Like |Link to Comment
  • Facebook: India Update 2 [View article]
    Thanks for tracking and updating us on this issue. I read your 1st article & was waiting for the outcome.
    Aug 20 09:29 AM | 4 Likes Like |Link to Comment
  • Halcon Resources upgraded to Buy at MLV [View news story]
    Looking at rev growth (>400% 2013 vs 2012) HK appears to be doing things right. Long (small position) HK.
    Aug 18 11:44 AM | Likes Like |Link to Comment
  • iPad Refresh Will Boost Shipment Figures [View article]
    Excellent read. Thanks for sharing.

    I agree that a 3 year cycle upgrade is most likely. I am planning to upgrade my mini this year that I bought 2 years ago & give my 6 year old grandson my first mini which runs as well as it did when I purchased it. I think there are a lot of folks that do a similar give away.
    Aug 18 11:12 AM | 9 Likes Like |Link to Comment
  • Tracking David Einhorn's Portfolio - Q2 2014 Update [View article]
    Over 30% of his portfolio is in AAPL & MU which have been 2 of the best stocks in the last year. I would say those are savvy picks. Long AAPL & MU.
    Aug 18 09:04 AM | 2 Likes Like |Link to Comment