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  • Restoration Hardware Has Been Solid Lately [View article]
    Thanks for article.

    In @ $86 and change on the 10th.
    Feb 10, 2015. 01:18 PM | Likes Like |Link to Comment
  • Polo Ralph Lauren: After The Crash [View article]
    Actually Polo ready-wear is less expensive than most as the product last much longer than cheaper ones. I watch for their semi-annual sales & go to their outlet for around 40-60% off. Pretty much all I wear (shirts, t-shirts) due to comfort & value. No position but on my watchlist.
    Feb 10, 2015. 09:55 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For 'Risk On'? [View article]
    Add insurance (p/c) corps too. Off to a very bearish start to 2015. Friday they were very bullish. Health insurance corps have done well for several months if not more.
    Feb 8, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Market Update 2/7 --- Ready To Be Confused ? [View instapost]
    Fear, nice history lesson. Appreciate you gathering the facts & presenting. Good stuff.

    With you on DAL & GILD. Didn't add like you as both are decent sized. You are probably right about BABA but got spooked on some rumors about "singles day" & sold with a small loss. Still on watchlist.

    Only add recently was AIG as insurance corps taking a hit on interest rate issue thus far YTD. Friday's action in the sector was very bullish.

    No plays yet on energy. Right now unable to decipher when I enter. Got a plan but timing still is an issue for me. Most major oil corps appear to be not extremely undervalued based on current price of oil. My thinking is some won't hold current price if not a v recovery. Raised in West Texas & still have friends working in Permian area & they see what is happening on the ground but obviously concerned as well as clueless as where oil goes & for how long.

    Thanks again.
    Feb 7, 2015. 12:54 PM | Likes Like |Link to Comment
  • Recent Offering Provides Great Opportunity To Buy Verastem Before Significant 2015 Catalysts [View article]
    Incredible research & article. Thanks for sharing.

    I have been playing VSTM when on the low downs for quick trades which netted me a bit of profits. I am not long now but your excellent article certainly allows me to purchase some for a long term position that will not exceed 1% of investable funds. Great job! Just wished I had read your article sooner.

    BTW, reason for my interest in 2012 to current is that VSTM was reported to have best in class stem cell management.
    Feb 5, 2015. 07:55 PM | Likes Like |Link to Comment
  • For Investors, Federal Reserve And Web 2.0 Are Poison Pills [View article]
    Thanks for sharing your article.

    IMO, FB has done a good job monetizing it's platform. Very good YoY growth. I don't disagree on AMZN, or TWTR.
    Feb 5, 2015. 01:00 PM | Likes Like |Link to Comment
  • Bought General Electric In Roth IRA At $23.86 [View article]
    Great article South. I agree on GE. However, was on SYF IPO in August 2014 & up >30% now &, IMO, it is still undervalued (11 p/e, no divi). Thus far, been a gem. Long GE & SYF.

    Thanks for sharing your article.
    Feb 4, 2015. 01:43 PM | 1 Like Like |Link to Comment
  • As YouTube Matures It Faces New Problems And Opportunities [View article]
    Very interesting article. Thank you for sharing your expertise, it's helpful.
    Jan 29, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Facebook's Q4 highlights: 53% ad growth, 1.39B MAUs [View news story]
    Jan 28, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    Assuming all is cool with guidance & earnings call, will move up the rest of the week. Stunning numbers!
    Jan 27, 2015. 05:01 PM | 3 Likes Like |Link to Comment
  • Apple Earnings Preview: Up, Up And Away [View article]
    Guidance due to forex concerns is what really moved the stock after hours & Tuesday.
    Jan 27, 2015. 03:31 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Microsoft Profit Stung By Sluggish Windows [View article]

    Whether or not you want to post on WSB again doesn't matter. However, I would encourage you to read WSB each day even though you may think it is a waste of time (based on the same subjects discussed weekly from the same folks).

    I have found that one can measure "sentiment" here on WSB & when sentiment is bordering on panic, then do the exact opposite of what most are doing. For example, in July last year I bailed on oil/gas plays & went 30% cash waiting for a re-entry in other sectors.

    In September, Ebola scare hit. By mid-October posters here were going nuts saying stuff like "seal the borders, no immigration from Africa, etc". The tone was in full panic mode Oct 14-15. Those 2 days I put the 30% cash to work in airlines & medical insurance companies. Today, all are up at least 25% & more for airlines. So by reading daily & measuring attitude allows me to better time my investments by doing the opposite even while slogging through the same ole same ole posts.

    Good luck & thanks to others for assisting in helping me have a very good 2014.
    Jan 27, 2015. 12:55 PM | 2 Likes Like |Link to Comment
  • Apple: iPhone 6 Plus A Star, ASP To Rise [View article]
    I would have upgraded my 2 year old mini but I want 64 bit & fingerprint. Guess I will wait until later this year. I did get an iPhone 6 (not plus).
    Jan 26, 2015. 12:13 PM | 2 Likes Like |Link to Comment
  • Market Update 1/24 - Earnings Season Kickoff [View instapost]
    Thanks again Fear.

    GE had a decent & improved earnings report. GE requires a lot of patience as a long term hold. I do believe we will be rewarded.

    GE spinoff of SYF (private label credit cards) continues to outperform from its Aug 2014 IPO (up 36%) which has helped me offset GE decline in 2014. SYF reported Friday as well and was up 7% or so for the day. I still think SYF is undervalued @ about a 10-11 P/E. Difficult for me to say what the P/E should be but if they were valued at the same level as Visa or MasterCard (which I don't think will happen) there would be a lot more to run.

    GE owns 85% of SYF & plans to divest late in 2015. Not sure if buyback of GE shares or dividend will be provided to GE shareholders.

    Excellent SPY vs Treasury dividend chart. Makes it interesting.
    Jan 24, 2015. 10:54 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Euro Drops To Fresh 11-Year Low [View article]
    I would suggest that before selling GE, understand that they own 85% of SYF (Synchrony - largest private label credit card company) from their spin-off from GE. IPO'd in August 2014 & is up 36% from that date. SYF earnings were reported today & is up 6% or so for the day.

    GE shareholders will benefit either from a 1 time dividend or retirement of some outstanding shares. It has been reported that the event will occur late this year.

    Long GE & SYF.
    Jan 23, 2015. 01:43 PM | 1 Like Like |Link to Comment