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KenNagle

KenNagle
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  • Seadrill: Grab An Extra 13.3% In 7 Months Or A Lower Entry Price [View article]
    Doctor - neiher Morningstar or Merrill have a clue regarding what SDRL is all about. Bad place to get your investment advice.
    Jul 1, 2012. 03:34 AM | 1 Like Like |Link to Comment
  • Apple Bulls Are Wearing Shades, But Is The Future Really That Bright? [View article]
    Amen already. Nothing new said here.
    Jun 28, 2012. 01:17 AM | Likes Like |Link to Comment
  • Buying Opportunity: Apple's Pre-Earnings Precedent [View article]
    Good article Jason. You have a perspective and you provide your rationale.
    Jun 13, 2012. 01:57 PM | 1 Like Like |Link to Comment
  • Apple Now A Good Buy, As Indicated By Market-Maker Hedging Actions [View article]
    Thanks - good article.
    Jun 11, 2012. 09:18 AM | Likes Like |Link to Comment
  • Apple: It's The Week We've All Been Waiting For (Part 1) [View article]
    Agree with you - good article - above the norm. Thanks.
    Jun 11, 2012. 01:05 AM | Likes Like |Link to Comment
  • Bernstein analysts believe Apple (AAPL) could sell 31M iPhones per year in China by 2015 and perhaps 80M by 2017, which would equal an $8/share EPS increase by 2015 and $12.50 by 2017. But the firm says Apple should offer a low-end model in China over the near-term to secure first-time smartphone buyers to answer the high adoption of low-end phones in the country.  [View news story]
    Tim, Other than broad generalizations why do you think the way you do about Apple?
    Jun 8, 2012. 07:24 PM | Likes Like |Link to Comment
  • An Apple Story: Alpha, Algos And A Poorman [View article]
    Internal Source- The market is what it is. The idea is to make money and this article shows some potential strategies on how to do just that.

    Great Article Travis.
    Jun 8, 2012. 12:43 AM | 1 Like Like |Link to Comment
  • 4 Reasons To Buy Seadrill For A 10% Yield And Potential Rebound [View article]
    Great stock. I have a core position and I trade around the core, plus sell puts and calls when appropriate. But, should have sold out recently when stock was about $40 pre -dividend. Got greedy. But tomorrow 6/7 I get a nice fat dividend.

    Should add that Cramer has been recently getting calls on SDRL and he has responded in the negative. I have done my homework and on SDRL at least he has not.

    DEBUTANT- If you have $50K to invest and like SDRL consider selling an ATM money put. You can play that game all the way up to $50 PPS target.
    Jun 7, 2012. 01:38 AM | Likes Like |Link to Comment
  • AAPL Shares Beginning To React To Recent News [View article]
    Good job Jay. You added some new info.
    Jun 2, 2012. 09:25 PM | 2 Likes Like |Link to Comment
  • Einhorn Still Thinks Apple Is Still Cheap, I Still Don't Want To Own It [View article]
    Guys and Gals- This thread is starting to look like the "yahoos" on the Yahoo Site. Lets give it up and move on. DS has nothing valuable to say and frankly I don't give a rats butt if DS owns it or not.

    Berkshire will be dead money for years- go ahead DS buy some- you really don't get it do you?

    Shame on me for even reading this article.
    May 31, 2012. 01:09 AM | 2 Likes Like |Link to Comment
  • Einhorn Still Thinks Apple Is Still Cheap, I Still Don't Want To Own It [View article]
    Most of what is written about Apple is background "noise" and, with respect, I consider this article useless and superficial. A rehash of known arguments.

    Two points for you to consider..

    1. Even under a no growth scenario (highly unlikely) Apple will continue to grow it cash hoard at a phenomenal rate. Assuming wise stewardship (highly likely) the growing cash hoard by itself will propel growth in PPS.

    2. In the next 3,5, and 10 years periods we will see tremendous game changing technologies. No Company is positioned better than Apple (cash, balance sheet, IP, supply change, iconic brand) to be the spearhead.
    May 30, 2012. 01:14 PM | 7 Likes Like |Link to Comment
  • Seadrill (SDRL) -1.5% premarket after reducing its stake in Malaysian partner SapuraKencana Petroleum, selling 300M shares for ~$200M. Following the transaction, SDRL will continue to hold 319.5M shares in SapuraKencana, or a 6.4% stake.  [View news story]
    I follow SDRL fairly closely and yet I don't grasp the market's pricing. Dividend is great and all indications are it is sustainable and growing. Revenue base appears to be locked in for 2-- 3 years and growing.
    It is the best in class off shore driller. Profits not tied to short-term swing in price of oil. What am I missing on why the stock is dropping?
    May 30, 2012. 01:03 PM | 1 Like Like |Link to Comment
  • Will Apple Become The Greatest Dividend Growth Stock Of All Time? [View article]
    Would you tell us WHY you think this will happen??
    May 30, 2012. 12:21 AM | Likes Like |Link to Comment
  • Will Apple Become The Greatest Dividend Growth Stock Of All Time? [View article]
    Dividends that pay less than 5% are not worthy of consideration, unless you are counting on upside growth potential. As long as Master Limited Partnership stalwarts like KMP (and certain utilitie) are around and operating unders current tax laws there is not a valid reason to be investing for dividends with the companies you mentioned.

    I still have a problem with your buy zone for Apple. Value is certainly in the eye of the beholder and anything can happen in the market - rational or not, but Apple at $450 PPS indicates an extremely low PE and PEG ratios.
    May 28, 2012. 08:25 PM | 1 Like Like |Link to Comment
  • Apple: Initial Projections For Q3 [View article]
    Thanks Bill. I am giving a bit more upside on ipad. I think the China number will increase by a significant amount.

    However, with all of the bearish sentiment I can't help but ponder what the "street" really expects. Specifically, my current number is $11.77 give or take a bit. That beats guidance, but not the high end of the analysts estimates (which I understand the high is $12.51). It seems we are in this game, that Apple needs to blow out all analysts for the street to take notice. Even with all this is going on in the world it seems the trading range should be 575-600, On a PE basis still less than the average S&P and less than IBM or, for that matter ACN ( a consulting firm that appears more subject to revenue risk than Apple). But it is what it is.
    May 22, 2012. 10:49 PM | Likes Like |Link to Comment
COMMENTS STATS
289 Comments
477 Likes