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  • Failure to lift U.S. oil export ban may cause big drilling drop, Pioneer CEO says [View news story]
    Randal, excellent points.
    Apr 8, 2014. 08:10 PM | Likes Like |Link to Comment
  • Failure to lift U.S. oil export ban may cause big drilling drop, Pioneer CEO says [View news story]
    No position on exporting but I do believe if the price of oil exceeds a certain dollar amount due to exporting, you will see a tremendous alternative fuel initiative that could be detrimental for the oil/gas industry. This is not the 1970's where consumers were at the mercy of OPEC & big U.S. oil corps. Look what happened to oil in the 80's thru late 90's. A balance, not robbery, would perhaps be beneficial to all.

    Long PXD.
    Apr 8, 2014. 05:49 PM | 1 Like Like |Link to Comment
  • 5 Stocks - Including Apple - With Moats To Keep The Competitors Out [View article]
    Thanks for article.

    Agree CA has had an excellent year and a great dividend. However, growth is flat and has been for a while. It does have a moat especially on recurring maintenance fees but it's hard for me to see revenue increases until CAPEX gets going in the corporate world. Their software is mostly legacy and acquisitions to generate growth could help. Current management seems to be better than prior teams.
    Apr 8, 2014. 05:37 PM | Likes Like |Link to Comment
  • Apple: Already Too Late To The Phablet Market [View article]
    "If so, why didn't the iPhone 5s sell well?"

    China sales of iPhone were up huge in last calendar qtr of 2013. Cook indicated that they sold more iPhones in China in January 2014 than any other month. Too early to tell for China Mobile but I expect 3.5-5 million for this last qtr which is a definite increase to EPS.
    Apr 8, 2014. 05:20 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    My 2 cents. As a previous small business owner, I and all other legitimate business owners, paid once a quarter year into a state government run unemployment insurance fund regardless if I had ever terminated or laid off anyone. If I did terminate employment & it was no fault of the employee, my share into the fund increased for each occurrence and quite substantially.

    If I terminated an employee for due cause and properly documented the reasons & had provided warning in writing then that employee would not be entitled to unemployment insurance (documentation is not required for a criminal act that could be proven e.g., theft, assault, etc).

    States provide up to 6 months worth of unemployment insurance. Anything over 6 months is paid via Fed. Since it is mostly a state run program, I believe the state should determine length of payment. In cases where we are in a recession, the Fed could have the option to determine the unemployment % to determine if additional funds are provided past the initial 6 months. Therefore, I believe it should be state by state based on unemployment % within the state & extension paid by Feds in order to have an arm's length decision.
    Apr 8, 2014. 03:17 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    James, probably right about graphene. I am not knowledgeable in that area. My point was the quick charge is not a feature in the S5.

    Enjoy your new phone & if you drop in into the toilet, based on what I hear, you will have time to get a pair of gloves on to fish it out before damage occurs. I like that feature.
    Apr 8, 2014. 02:41 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Kentucky had 5 starting freshmen & it takes a while for "new" guys to gel together. They were ranked 1 at the beginning of the season cuz they are Kentucky. Lost 10 games & all thought they were done. Also, a mid seed plays better ranked team in the playoffs which better prepares them for later opponents. Congrats UCON! Shabazz was the real deal.
    Apr 8, 2014. 02:19 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    34 states already have some form of tort reform and have for a decade. It has not lowered the cost of medical care & in fact one could argue that the overall quality of health care had gone down during that period. Certainly deaths of infections from hospitals rose and only recently (last 2-3 years) began to subside as hospitals will no longer get paid for re-admission if determined to be caused by hospital or personnel. Nobody likes or should accept frivolous lawsuits but tort reform has not nor will be the solution as the sole piece. Remember, we do still have a 7th amendment to our constitution.
    Apr 8, 2014. 02:05 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Charging is not a Samsung feature but an Israeli produced device that won't be out until 3 years, per article I read. By then, there will most likely be no need for the device as I believe wifi or solar charging will occur within 2 years.
    Apr 8, 2014. 01:35 PM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Same ole song for time of year. All negative March-July then Aug-Feb Apple kills 'em. Happened the last 3 years since everyone copies, anticipates products (watch) & puts out less quality products. Come Sept, Apple will blow em away once again.

    Apple does need a new product this year.
    Apr 8, 2014. 01:18 PM | 8 Likes Like |Link to Comment
  • Splunk: Great Fundamentals But Priced For Perfection [View article]
    Based on your numbers & projected price of $30 ($60/2), the market misread the valuation by 72% (30/106) on Feb 28 this year? It may be overvalued still but if your projection is true, the market is extremely inefficient. Not so sure it will hit $30.
    Apr 8, 2014. 09:53 AM | Likes Like |Link to Comment
  • The Great Rotation Begins - Carnage In Social Media Space Accelerates [View article]
    The great rotation is occurring & it will last how long? About 10% of my portfolio is in high growth high valuation stocks and I have lost close to 25% value on that portion. However, my overall portfolio is up slightly since end of 2013. I have sold 1/2 of my position in a bio-tech stock & currently do not plan to sell anything else.

    All my growth stocks are generating a minimum of 50% increase in yoy sales. I selected them based on a moat I perceive they have in the industry they are in. Nothing has changed, since end of February, fundamentally with any of these companies. Super growth companies can become out of favor, obviously, but not long term, IMO. Can they go down, yes and they most likely will for a bit. But investors will once again jump on the wagon. Would I have sold them at the top if I had known, absolutely, but no one knows when it starts or when it stops and starts again.
    Apr 6, 2014. 01:24 PM | 2 Likes Like |Link to Comment
  • Delta Air Lines Is Taking Off [View article]
    Wright amendment expiring in Oct this year out of Love Field in Dallas could help LUV position. A number of gates assigned via AA merger and new Caribbean routes will certainly help. Some of that could now be priced in a bit. Long DAL & LUV.

    Thanks for article. Good info.
    Apr 3, 2014. 03:05 PM | Likes Like |Link to Comment
  • Memory OPEC Part 3: Samsung Vs. Micron And SanDisk [View article]
    Excellent analysis. Thanks for sharing.
    Apr 3, 2014. 02:59 PM | 1 Like Like |Link to Comment
  • AIG: 'Double' From Here Debatable, But Good Upside Remains [View article]
    Agree, I think there is some upside. Maybe a very decent move assuming, at a minimum, we have another good spring-summer weather wise like 2013. In my neck of the woods, P/C insurance companies are able to raise rates double digit % annually. One of these years it has to slow a bit. Long AIG & MET.

    Thanks for article.
    Apr 3, 2014. 02:53 PM | 1 Like Like |Link to Comment