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  • OPEC slashes U.S. oil production outlook  [View news story]
    Depends on when you got in & when you sold just like everything else. Don't own oil just trade it.
    Oct 12, 2015. 11:06 AM | 2 Likes Like |Link to Comment
  • S&P 500 Earnings Update: Will China Materially Impact Q3 2015 Earnings?  [View article]
    Thanks for the article Brian. Always look forward to your stuff as you are on top of earnings by sector.

    With financials being beaten up so much lately I believe that it may be one of the safer bets on a sector level. Long BAC, C, MS, SYF, AIG & BRK/B & hoping to see all outperform as negativity is rampant. At least the fed hasn't dinged them in Q3 & since they have over the last several years, most are operationally more efficient.
    Oct 10, 2015. 09:20 PM | Likes Like |Link to Comment
  • Q3 2015 S&P 500 Earnings: Second Half 2015, S&P 500 Earnings Prospects Continue Unduly Pessimistic  [View article]
    Stephen, whether you can post charts or not you can certainly post links. Let's see them! Whether or not you are short or not I think your S&P earnings estimate, stated above, is about as voodoo as you can get.

    Back up your thesis! $37.20 on the S&P? Are you serious? Time will tell & we will certainly understand motives.

    I'm with Brian as most of his data is from, as he stated, Rueters & Factset not some blovated profile.
    Oct 4, 2015. 11:44 PM | Likes Like |Link to Comment
  • Q3 2015 S&P 500 Earnings: Second Half 2015, S&P 500 Earnings Prospects Continue Unduly Pessimistic  [View article]
    Since I don't invest in domestic indexes it's all about what individual stocks you own. All have positive GAAP earnings & some I've added additional $'s during the sell off. We will see what happens in the next 4 weeks. There are stocks out there that are on sale based on specific & current valuations & growth based on historical pricing.
    Oct 4, 2015. 10:40 AM | 1 Like Like |Link to Comment
  • Big miss for jobs numbers  [View news story]
    Yep, 1m with 800k telecommunications workers going back to work that month after a strike. 32 years and the lie is still around.
    Oct 3, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • Facebook Is Not Good Value: Challenges Of Slowed Earnings Growth And Expansion Into Emerging Markets  [View article]
    FB management stated, this time last year, that their expenses would surge in 2015 in an effort to enhance their dominant position in social media & other potential revenue drivers, e.g., Oculus, Instagram, etc.

    What is the reason you didn't even look at recent financial statements to attempt to do a least a little research before totally focusing in an area that most knew would be weak this year. Did you even mention current revenue growth of >38%. Motive?
    Sep 20, 2015. 01:36 PM | 6 Likes Like |Link to Comment
  • A New Growth Factor For Facebook?  [View article]
    Sep 13, 2015. 06:13 PM | Likes Like |Link to Comment
  • Apple Products: Revolution Or Evolution?  [View article]
    Just because one doesn't agree with functionality of the current watch certainly doesn't mean so for everyone. The watch will be a hit & probably already is. For some disciplined folks, it's already changed life styles for the better.
    Sep 13, 2015. 03:41 PM | 3 Likes Like |Link to Comment
  • S&P 500 Earnings Update: Look Beyond The FOMC Meeting This Week - Could The Debt Ceiling Be An Issue Again?  [View article]
    Brian, appreciate your article & blog that I read each weekend. Sector breakdown you presented Sept 1 (via TR) is especially helpful. Agree with you on Financials, Tech & Industrials.
    Sep 13, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • The Stock Market Speaks - We Learn Irrationality Isn't Always Associated With 'Exuberance' And 'Euphoria'  [View article]
    Great article. As always appreciate the time you spend putting your excellent analysis to SA.

    This kinda reminds me of Aug 2011 where after the 5th trading day of that month the market was very brutal. Worse day for my portfolio ever (US downgraded via Moody) even though I was 30% cash.

    What happened after that was the market bounced up & down and actually hit a bottom (my portfoilio) Oct 1 2011. The Oct 1 low was 1.6% lower (my portfolio) than the 6th trading day of August. However, Dec 31 2011 close was 11% higher than the August low.

    I think the S&P will be delightfully higher year end and I am investing like it will be in some companies that you mentioned (AAPL, GILD, DIS). Got into SWKS, MBLY & added to GE, F, FB, BRK/B & SYF.

    Sold 1/2 position in speculative biotechs TROV, XON which was foolish as they rallied past sold price. Still have a position.

    Good luck.
    Aug 29, 2015. 06:36 PM | Likes Like |Link to Comment
  • Berkshire returns to energy sector with $4.5B stake in Phillips 66  [View news story]
    $4.5b is a 4-4.5% of his holdings & would be real close to WMT position @ #5 overall.
    Aug 29, 2015. 03:16 PM | Likes Like |Link to Comment
  • Buffett Goes Big With Latest Acquisition: Further Upside Ahead, Following Dip In Price  [View article]
    A customer. Also, I wouldn't sell BAC & I don't think Buffett will either at current price. Maybe when it's up 25% from current price I would consider selling my stake.
    Aug 27, 2015. 03:56 PM | Likes Like |Link to Comment
  • Premarket Gainers / Losers as of 9:10 am  [View news story]
    Aug 27, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Markets Look To Escape Pull From China  [View article]
    Julian Castro is one but not for 2016.
    Aug 25, 2015. 11:31 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Markets Look To Escape Pull From China  [View article]
    Blessing, for those that took time to read the news release, meant Obama would not attempt to dissuade him from running. A lot of difference between blessing & officially supporting someone.

    As far as liberals throwing anyone in the party under the bus, time will tell. I suspect the statement as nonsense but will be verifiable in the next 12 months.
    Aug 25, 2015. 11:15 AM | 2 Likes Like |Link to Comment