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KenNagle

KenNagle
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  • Blackstone: The Market Is Putting The Wrong Company In The Bargain Bin [View article]
    My view on the BX lackluster post earing performance is simple - it hit $35 or so a few months ago and then backed off sharply - When it hit the post earnings $36 level lot of people took profits and buyers did not step in - BX need two strong quarters (at least) to make believers -
    Aug 18 02:36 AM | Likes Like |Link to Comment
  • Introducing Seeking Alpha's New ETF Hub [View article]
    Thanks - good info.
    Jul 13 12:46 PM | Likes Like |Link to Comment
  • Credit Suisse sees a Seadrill earnings miss but a safe dividend [View news story]
    On balance I don't listen to analysts since they seems to have a herd mentality. Rembember, analysts were falling all over themselves to increase Apple's PT and then falling all over themselves to reduce it lower and lower. I think a comp[any like Apple gets what their firms consider to be the top analysts; and if these people get it so wrong on Apple why should anyone pay attention to what these basically youngsters who have never managed anything opine.

    As for Credit Suisse, in my world character still means something - I think it is unethical for CS to come out now and opine on a maybe earnings miss -

    On Seadrill, management has demonstrated that they know what they are doing.
    Jul 11 06:59 PM | 9 Likes Like |Link to Comment
  • Blackstone To Start An Aggressive Hedge Fund With Billions [View article]
    IMO Blackstone should be selling in the low 40s right now. PE is less than the mar and the ket, dividend will probably increasem the fundamentals are solid and the news has been good. Stock having a hard time breaking $34, but I think it will with a vengence when earnings are reported.
    Jul 7 01:10 AM | 1 Like Like |Link to Comment
  • When Will Twitter Become Profitable [View article]
    I have shorted twitter - the stock might go up a bit, but it has a business model that will NOT make the PE ratio sustainable. It wil fall - buy at $3.50.

    The big investors IMO are playing with this stock - when they are done playing on the long side they will start shorting and selling puts .

    This emperor has no clothes - if he does - please tell me the business case.
    Jun 29 11:49 PM | 2 Likes Like |Link to Comment
  • Apple: Is It Time To Take Profits? [View article]
    Jason, with all respect due a small business owner, but thanks for telling us what we already know. Again, with respect, what the hell are your qualifications to be judging
    Apple?

    Ken
    Jun 1 02:15 PM | 3 Likes Like |Link to Comment
  • Seadrill Ltd. What Part Of 'Success Story' Did Analysts Not Understand Yet? [View article]
    Profit - I suspect you are incorrect - you are being too general with your criticisms - and you are not giving sufficient upside to the Rosneft agreement. Also, your analysis casts doubt about the ability of management---Management is very competent.
    May 31 12:33 AM | 1 Like Like |Link to Comment
  • Analyst: Seadrill results show offshore drillers continue to muddle along [View news story]
    The continuing problem with "analysts" is that few if any have ever managed a company and they follow a herd mentality. Most have a tendency to do their analysis by looking in the rear view mirror.
    May 28 03:42 PM | 11 Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Give it a rest already. You were wrong and you are not smart money
    May 28 02:32 AM | 1 Like Like |Link to Comment
  • Best Buy: Intrinsic Value Stays In The $30+ Region, Strong Buy [View article]
    There is no underlying economic reason for JCP to exist - same for Sears- There are a lot better opportunities available.
    May 27 04:40 PM | Likes Like |Link to Comment
  • Apple: No To iWatch This Year [View article]
    I don't care .what it is, but TC needs to deliver a strong new product category. With the world's larges cash horde and strong patent library TC should be able to do more than talk about the great product pipeline - time to deliver. Apple is moving like a lumbering dinosaur in a world of greyhounds.

    TC needs to be graded not for what Apple is, but what it could be.

    Enough already Tim - do something or get the hell out of way.
    Mar 31 01:20 AM | 2 Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Thanks. Interesting insight.
    Mar 30 12:46 PM | Likes Like |Link to Comment
  • Seadrill's Dividend Is Too Risky [View article]
    A few months ago SDRL said in a presentation that $.85 per qtr was the floor - I will take that comment at face value.
    Mar 2 03:57 PM | Likes Like |Link to Comment
  • Apple Remains A Good Short [View article]
    Are you still short, or is now the time to short?
    Feb 14 02:01 AM | Likes Like |Link to Comment
  • U.S. offshore drillers downgraded at BMO [View news story]
    At best the analysts are right on thiir predictions about 50%.
    Oct 16 05:26 PM | 1 Like Like |Link to Comment
COMMENTS STATS
280 Comments
440 Likes