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  • Apple: It Is All About Improving Margins [View article]
    Agree Dan Niles is worth listening too. He is bullish FB as well (has been for a while).
    Nov 15, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • The Fall In Oil Bears Watching Closely [View article]
    Much like retail, energy has a seasonal cycle. Sept-Dec is the bear part of the cycle while Jan-August is the bull portion. The last bull cycle began in Feb of this year & went through mid July. Got my list of energy stocks to purchase however, I am not basing it on price alerts as who knows how low oil will go in the next 2 months.

    Additionally, Q2 (calendar) production rate for the sector was mostly a miss. Providing a clue to what now has occurred.

    Be careful with smaller caps in the sector. Access to capital is drying up. One needs to only recall oil prices & results for energy corps from 1985-2000 to be cautious.
    Nov 15, 2014. 12:49 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Global Banks Fined $3.4B In Forex Probe [View article]
    Dusty... Sounds about right in terms of Texas being in the highest 8 of all state rates. I know NJ has higher rates but the thing in Texas, they value, depends on city I suppose, at FULL market value where 15 years ago it was about 2/3 value. Not sure if other states have done that or not. My property taxes for the home I built in 1998 to current has doubled while market value has increased 30%.
    Nov 12, 2014. 05:44 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Banks Fined $3.4B In Forex Probe [View article]
    As an ACA policyholder I can tell you that I have seen a great improvement in the quality of care where I reside now that hospitals, procedural clinics, etc will not get paid if they screw up.

    I had 3 calls, 1 before, 2 after a colonoscopy to ensure all was ok. Plus a follow-up survey of the clinic & their practices for my procedure. The surveys are available to the public that rank each site based on all survey rankings to provide transparency of practices to those that are shopping for services.

    Yesterday my BCBS case manager called to see how things were & if I had any issues. Of course they want me to renew my policy for 2015 but kinda a nice gesture that I never experienced before.

    I'm sure many will not believe it but patient costs are coming down, certainly for me, due to ACA. Just a personal experience that runs contrary to what many have heard.
    Nov 12, 2014. 05:23 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Banks Fined $3.4B In Forex Probe [View article]
    Over... May soon be 3 if Oakland Raiders move to San Antonio. My guess, it won't happen as Jerry will have an issue with it as there are a lot of Cowboy fans in S.A.
    Nov 12, 2014. 05:11 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Global Banks Fined $3.4B In Forex Probe [View article]
    Frankj78, your property tax rate appears very reasonable compared to Texas where it is 2.5+% for FULL value of one's home, of course annually. Most local sales tax are > 8.5% unless you live in Arlington Tx where it is just shy of 9% due to .5% for Cowboy & Ranger stadiums. Texas has huge tax subsidies for professional sports owners.
    Nov 12, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • Gilead: Another Competitor Bites The Dust [View article]
    Kbknj23... I had a small business & definitely understand how small businesses & INDIVIDUALs have had to pay much more than others. However, if you had a 75% increase in your healthcare costs, I'm assuming premium increases, you had lousy insurance to begin with that mostly took premiums & didn't pay out anywhere near what your employees thought they should. I was offered lousy insurance many times when I was a business owner.

    Also, are you ACA insured? Most likely your not. I am 1 of the 9 million individual ACA policyholder & I know what ACA is & the huge benefit it's doing for consumers. I am 1 of 9m now & will save over $10k this year over last with absolutely no subsidies. Why? Cause the state in which I resided allowed health insurance corps to do whatever they wanted & whether it's health or home insurance we have some of the highest premiums in the country.

    Bret is right, ACA will not be repealed. Nor should it be. If you have an ACA policy & are not happy then & only then do you have a legitimate beef. Unless you make over $400k annually. You may want to check ACA policies if your business is less than 50 employees (which 98% of small business are).
    Nov 11, 2014. 06:46 PM | 4 Likes Like |Link to Comment
  • Cramer's Lightning Round - Let's Buy Skyworks (11/7/14) [View article]
    I recall him mentioning Skyworks over MU on NOV 6, Thursday & then Friday (the next day) Skyworks dropped 4%. Bad timing.
    Nov 9, 2014. 02:22 PM | 3 Likes Like |Link to Comment
  • Why The Next Correction Could Come In The First Quarter [View article]
    Disagree. Way too much of in & out, in & out. Bret, you have to be right too many times. Good quality & valued stocks will work. Politically, really nothing changes as they will get little done anyways & the market was ok in the past.
    Nov 6, 2014. 09:37 AM | 3 Likes Like |Link to Comment
  • Qualcomm misses estimates, guides below consensus [View news story]
    Looking at the 1 year chart, it appears QCOM has disappointed 3 out the last 4 quarters. Not a good record as I am unfortunately long a small position.
    Nov 5, 2014. 05:05 PM | 1 Like Like |Link to Comment
  • General Electric: Aviation Division Will Power Stock Higher [View article]
    Keep your eye on SYF (Synchrony Financial) which was the spin off of GE Capital. I'm long & done quite well & growth is good & valuation appears cheap. GE shareholders will benefit if SYF stock continues to appreciate. Long GE as well.
    Nov 2, 2014. 01:48 PM | 2 Likes Like |Link to Comment
  • Market Update 11/1 -- New Highs For The S & P.. Leaves Bulls/Bears Scratching Their Heads [View instapost]
    Fear, thanks again for your comments.

    I'm watching carefully medical health insurance corps & will add to any weakness as the just reported earnings reflected strong premium revenue & profit growth. Currently long AET & CI which are at 52 week highs after providing very good forward looking comments.

    Will also look to re-enter energy equities in late November to January as it enters a more bullish seasonal period. However, still bearish at this time.

    Thanks again.
    Nov 2, 2014. 01:25 PM | Likes Like |Link to Comment
  • Comcast Stock Has Become A Prisoner Of The Net Neutrality Debate [View article]
    Not sure how cable corps will do with net neutrality but at this point it is too risky for my money. Although both Comcast & Time Warner are adding broadband service customers, both are losing video customers. In fact TWC added 92k broadband & lost 184k video customers last quarter.

    I'm bearish on cable & teleco corps as the future looks much weaker than previously. Imo, they are just now innovating due to newer threats of competitors.
    Nov 1, 2014. 02:46 PM | Likes Like |Link to Comment
  • Judge's Comments Put GT Advanced Technologies' Settlement With Apple In Doubt [View article]
    In terms of Apple's culpability, it normally all comes down to signed initial agreement & the terms outlined. There are physical assets that will be awarded or not awarded based on those conditions in the agreement. Worst case, IMO, Apple loses all dollars invested. Although bankruptcy typically protects the bankrupted, asset breakup is logically assigned to creditors should there be any. Certainly in this case you have a facility & equipment, e.g., furnaces, etc.
    Nov 1, 2014. 11:55 AM | 4 Likes Like |Link to Comment
  • The Most Likely Alibaba Strategy Going Forward [View article]
    Very balanced article. Thanks for sharing.

    Long BABA as Ma appears to be very authentic as well as brilliant. Hope he doesn't disappoint as I made a rare call for me to go long, mostly based, on my early perception of the CEO. Growth has been very impressive over the last 3-4 years which allowed me to make a quick buy decision.
    Nov 1, 2014. 11:41 AM | 1 Like Like |Link to Comment