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bgold1955

bgold1955
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  • What Can Be Deduced From The 8 Tech Giants' Latest Quarterly Results? [View article]

    Google reported a 19.1% increase in revs, yoy.

    http://bit.ly/1k9vkog

    However, when I use either Yahoo or Scottrade historical numbers I got exactly what you state (15.42/13.969)=10.3%

    http://yhoo.it/1gBuQEQ

    Which is it? 19.1 vs 10.3% growth is a huge difference and if in fact the lesser, that is a huge decrease in rev growth yoy. Any clarification would be appreciated.
    Long AAPL, MSFT, GOOG, QCOM, FB

    Perhaps a split issue but that doesn't make sense to me.
    Apr 27, 2014. 04:47 PM | Likes Like |Link to Comment
  • Is Housing Ringing The Stock Market's Bell Again? [View article]
    Yep, let get rid of regulations so we can do 2006-2008 all over again. On Obamacare, let's repel it & let healthcare cost blow past 18-19% of GDP with quantity vs quality being the driver.

    I don't like regulations either & we wouldn't need them if everyone behaved but you know that won't happen.
    Apr 27, 2014. 12:58 PM | Likes Like |Link to Comment
  • Is Housing Ringing The Stock Market's Bell Again? [View article]
    Home building, at this time, is extremely regional & builders that have access to cash & smarts will do okay. In the 1980-82 interest rates for mortgages surged to high teens and home buying collapsed. What is needed now is more jobs which will lead to better paying jobs for 1st time home buyers. Pay has not kept up with building & other costs. It will take time to reverse trend but when it happens new housing will move quickly.

    Rent costs are surging & eventually this will play into the new home market.
    Apr 27, 2014. 12:47 PM | Likes Like |Link to Comment
  • Why Freeport-McMoRan's Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Arie, thanks for sharing your article. It seems we share the same ideas for value based on prior articles and this piece as I reman a long on FCX.

    Fundamentally FCX looks like a bargain assuming copper doesn't melt down. But much like any value play one must be very patient. FCX dividends can make the long wait less irritating.
    Apr 27, 2014. 12:09 PM | 2 Likes Like |Link to Comment
  • iPads And Tablet Growth [View article]
    Fauxscot... Excellent post that I obviously agree with. Aggravation factor is spot on based on a similar personal experience.
    Apr 27, 2014. 11:25 AM | Likes Like |Link to Comment
  • iPads And Tablet Growth [View article]
    Excellent points in article that seem to have validity backed up by detailed well written information. Very good article and thanks for sharing.
    Apr 27, 2014. 11:24 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Take.... Yep, growing like crazy. A lot of boomers moving from burbs to inner city for lifestyle convenience. Kinda like your Cherry Creek area.
    Apr 24, 2014. 02:20 PM | 2 Likes Like |Link to Comment
  • What's In Einhorn's Bubble Basket? [View article]
    I wouldn't short SPLK. It has already dropped 45% which is overdone IMO.
    Apr 24, 2014. 12:50 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Not saying it's not a short but the report was fantastic, along with GILD too.
    Apr 24, 2014. 12:47 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Blasted.... Due to 20% down requirement or the interest rates or both?
    Apr 24, 2014. 12:43 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Go Stars, Mavs & Rangers (baseball).
    Apr 24, 2014. 12:41 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Rich...... What? 71% increase in revs & 50% increase in earnings. One of the best earnings of this quarter.
    Apr 24, 2014. 12:40 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Berb.... It's a question of affordability. Dallas proper house prices, on a square footage basis, are higher by 70-80% over what you can get in the burbs where they have better schools. Not familiar with Atlanta other than it had one of the highest foreclosure rates in the country several years ago & real estate prices plummeted & have since recovered a bit.

    Dallas really never saw a huge increase or decrease in home prices before & during the meltdown but has really soared in the last 2 years while burbs were even keel throughout. Rent is outrageous in inner city.
    Apr 24, 2014. 12:32 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Blue.... Whatever. What would you call it? Baby tutoring?
    Apr 24, 2014. 12:17 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I lived in urban area when I was in my early 20's & moved to burbs when I got married & had children. I believe the same thing will happen with today's youngsters.
    Apr 24, 2014. 09:20 AM | 3 Likes Like |Link to Comment
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