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bgold1955

bgold1955
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  • Wall Street Breakfast: Must-Know News [View article]
    With yesterday's report on "new home sales" being grossly negative, I began to search for builders to buy. Long TOL already, really looking hard at HOV. Speculative & chart looks very ugly. But I like it because of both. Lots of dust flying around north Texas area.

    Berb, wife & I baby sitting 4 month old grandson. Quite a challenge but memories are being created.
    Apr 24, 2014. 09:18 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Hedge gas prices with oil stocks. I like Permian & Eagle Ford based corps, PXD, CXO, COP, etc. Drillers are real lofty now (NBR, HAL) but NOV offers value & will be splitting their distribution segment off later this year.
    Apr 24, 2014. 09:10 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Berb.... IMO, many analyst & investors got bored with AAPL & took their eye off the ball & primarily underestimated iPhone desire at all income levels. Aspirational consumers were able to get a 4s at no cost or they could get into the plan that requires no down & pay for the phone via monthly installments. That was T's largest growth area.

    The June split date comes just prior to quarterly earnings which, IMO, impacts the seasonal down pattern in the stock price. One might look at mid-May or mid-July for a purchase. I do believe that a new product will be available this year and will move the stock higher. Remember their huge Developers conference is in early June where they may announce interesting things. I'm looking to add in mid-May.
    Apr 24, 2014. 08:53 AM | Likes Like |Link to Comment
  • Qualcomm issues mixed results, slightly raises EPS guidance [View news story]
    4% rev increase yoy at a 22 pe. I don't think that is worthy of holding. Selling my shares as this corp continues to not perform but for whatever reason a lot of analyst are bullish on it. Been a good run for whatever reason.
    Apr 23, 2014. 06:45 PM | Likes Like |Link to Comment
  • Apple beats estimates on strong iPhone sales [View news story]
    Fear... U been spot on!
    Apr 23, 2014. 05:25 PM | Likes Like |Link to Comment
  • Apple beats estimates on strong iPhone sales [View news story]
    Chop..... The question is how do YOU feel?
    Apr 23, 2014. 04:56 PM | 3 Likes Like |Link to Comment
  • Big Biotech Is On The Move [View article]
    Was shocked by the massive beat. More shocked that it is only up 2.5% this a.m.
    Apr 23, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • 3 Shale Basins In The Americas Important For Chevron (Part 2) [View article]
    Permian is not being impacted as much as Barnett Shale in North Texas. Not sure what an Eco-terrorist is but perhaps you would be more concerned if your house was on top of the quaking. Also, wind/sun power is absolutely huge in Texas & there is a market for both along with fossil fuels. Explain price of oil if there was not a market. Long PXD, CXO, COP, NOV & yes FSLR.

    BTW, FSLR has had a much better ROI.
    Apr 23, 2014. 09:20 AM | 2 Likes Like |Link to Comment
  • Einhorn warns on tech bubble [View news story]
    Link doesn't mention any specific corps so it's difficult to even understand where he is coming from on bubble deal. Agree that there are some very high valued stocks but generally, not so sure. Perhaps he will explain subsequently.
    Apr 22, 2014. 04:24 PM | 2 Likes Like |Link to Comment
  • Nabors Industries beats by $0.02, beats on revenue [View news story]
    Revenue declines for over a year and it has a 50 PE? Not a holder so anyone know why such high valuation on declining revs?
    Apr 22, 2014. 04:20 PM | Likes Like |Link to Comment
  • Skechers gains after Keflezighi wins Boston Marathon [View news story]
    Rubbish. SKX shoes are cheap knock-off of someone else's footwear. Always has been and still are.
    Apr 21, 2014. 08:45 PM | Likes Like |Link to Comment
  • A Sneak Peek At Apple's Earnings [View article]
    But I do remember a number of qtrs., prior to what you are referring too, how the stock could jump $50 AH of the day it reported. Been a while but I do believe we will see em again.
    Apr 20, 2014. 04:27 PM | Likes Like |Link to Comment
  • A Sneak Peek At Apple's Earnings [View article]
    iMac.... Thanks for info. I believe it is also used for estimated channel inventory.

    Just wondering how stock price would be impacted by recognition of deferred revenue during an earnings release. I could see where some may think of it as not "real" qtr revenue, which of course it was from a prior one, & could perhaps be viewed not as positively as I would expect it to be.
    Apr 20, 2014. 04:19 PM | Likes Like |Link to Comment
  • A Sneak Peek At Apple's Earnings [View article]
    Thanks for article. I believe I recall during the conference call for last qtr that some deferred revenue will be realized this calendar year and as early as the qtr reporting Wednesday. Anyone have any idea about this?
    Apr 19, 2014. 05:30 PM | 3 Likes Like |Link to Comment
  • Obamacare signs up 8M [View news story]
    Then don't expect insurance when you need it if you didn't pay. Is this what all the complaining is about? You now actually have to pay for insurance. I'm beginning to understand.
    Apr 18, 2014. 01:24 PM | 1 Like Like |Link to Comment
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