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bgold1955

bgold1955
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  • Micron Is Up 135% In The Past Year: Should That Bother Anyone? [View article]
    Tim, thanks for sharing your thoughts. BTW, Samsung announced they are increasing DRAM prices so perhaps margins improve through a great seasonality for smart phone chips.

    I think I recall Phil mentioning on CNBC that he sold in the $22-23 area after holding for quite some time.
    Jul 6 11:33 AM | Likes Like |Link to Comment
  • How To Prepare For The Upcoming Correction [View article]
    Not sure where you get a 26 current p/e for S&P500. It's around 16+ which is not low nor high historically. I am mostly invested and staying the course. If the market had a 26 p/e I would not be fully invested.

    http://yhoo.it/1zhNNsa

    Long GILD which based on trailing p/e is not what most consider a value stock although one may believe it is (me) based on forward earnings estimates.
    Jul 6 11:08 AM | 7 Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Mid-Course Correction? [View article]
    Jeff, thanks again for sharing. Always look forward to reserving 1 hour each Sunday reviewing your article/links. Gets me ready for the week.

    Wednesday, after ADP #, I invested half of my cash position which now is 5%. Always want a bit of powder for an opportunity, if not for that, I would be 100% invested. Bullish.
    Jul 6 10:20 AM | 1 Like Like |Link to Comment
  • iPad Used As Medical Device, Huge Success For Apple In Healthcare [View article]
    I really don't think insurance companies will provide premium breaks to the healthy as they can no longer charge more than a predetermined amount, based on age & tobacco use, for unhealthy or preexisting conditions. Perhaps corporations for which one works for could provide incentives.
    Jul 5 10:30 AM | 1 Like Like |Link to Comment
  • Some Thoughts On Slowing Home Price Appreciation In The U.S. [View article]
    Under regulation created the last fiasco. I'll go with current practices where 20% down & > 680 credit rating are mostly required.
    Jul 5 10:19 AM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Economic Fireworks? [View article]
    Disagree with nearly all your "points" as they are flat out incorrect and mostly talking points.

    I found those that invest based on politics tend to underperform.
    Jun 29 03:06 PM | 13 Likes Like |Link to Comment
  • Michael Kors Sports Fashionably High Earnings Growth Expectations [View article]
    Agreed. As a long term holder of KORS I have noticed Kate Spade getting the benefit of doubt from investors as I believe some thinK it "could be" the next KORS. However, they only increased sales by 25% vs 70+% for KORS, both for their last reporting qtr. I'm staying with KORS at least through early spring 2015 which is the reporting period for 2014 holidays.

    Normally, July-Oct is when I buy retailing (apparel & accessories) stock as that period has been the softer part seasonally.

    Thanks for article.
    Jun 29 02:31 PM | 1 Like Like |Link to Comment
  • Micron Technology beats by $0.09, beats on revenue [View news story]
    If you are a long termer, like me, I wouldn't worry too much. May go to $29 but at least they beat high expectations.
    Jun 23 04:38 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Is The Fed Behind The Curve? [View article]
    Jeff,

    Thanks for your time sharing information. Must read every Sunday for me. Been very beneficial.
    Jun 22 01:59 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Is The Fed Behind The Curve? [View article]
    You can have mild medical inflation as a whole while having higher medical inflation on the consumer. In fact we are seeing this occur, certainly in my case, as corps continue to pass on more costs to employees. Longer term, IMO, consumers will see less medical inflation as the industry finally becomes more competitive due to more and better educated consumers.

    As one that works entirely for myself for the last 5 years, medical costs have averaged approximately 28% of my annual expenditures. In 2000, less than 1%. BTW, I estimate 2014 health costs to be < 19% due to individuals are now considered in a "group plan".
    Jun 22 01:52 PM | 1 Like Like |Link to Comment
  • 3 Reasons To Sell Facebook Now And Look To Invest At Lower Levels [View article]
    Agreed, as long as revs are up 70% yoy I'm in. Watching carefully but IMO huge upside could occur if growth continues as it has in the last 3 qtrs.
    Jun 22 01:00 PM | 3 Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    Agreed. Not until 2000 was I even charged for medical insurance as the corp I worked for paid in full prior to that year. What's changed? Why such horrific medical inflation? Like you, who would hire me at my age even though I have desired skills (accounting). No one due to health care insurance costs. For me that's ok as I prepared but not for a lot of folks. So ACA has been very welcome as my wife & I are no longer discriminated against in the individual healthcare program in the state I reside.
    Jun 21 05:52 PM | 2 Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    Actually my ACA plan for my wife & I is 1) better & 2) cheaper than my prior individual policies (no subsidies). I am a bit older than you as is my wife. I do understand that younger folks are paying more than certainly you & I did at her age. Hope all works out for her.
    Jun 21 05:34 PM | 2 Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    I have found that those that invest based on politics tend to underperform.
    Jun 21 05:26 PM | 5 Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    AAPL has a trailing p/e of 15 with $150b cash. Overvalued?
    Jun 21 05:25 PM | 3 Likes Like |Link to Comment
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