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  • Buy Skyworks Solutions At An Attractive Price [View article]
    IMHO there will be some sort of new catalyst, probably a new product announcement or a new customer. At that point constitutional money will jump on the stock. In the meantime I am carefully selling calls on my long position, alas below my cost.
    Nov 11, 2015. 04:21 PM | Likes Like |Link to Comment
  • Is It Time To Take Profits And Sell Apple Stock? [View article]
    Another useless Apple article.
    Oct 7, 2014. 03:25 PM | 4 Likes Like |Link to Comment
  • Apple: Leaving Everything To Be Desired [View article]
    Great insight Michael.
    Sep 26, 2014. 07:27 PM | 3 Likes Like |Link to Comment
  • Apple: Bending iPhones Might Signal Supply Chain Problems [View article]
    What is your point - enough said on this - move on.
    Sep 26, 2014. 12:14 PM | Likes Like |Link to Comment
  • Will Apple's 'Bendgate' Give Samsung, BlackBerry An Opening? [View article]
    Say what?
    Sep 26, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • Blackstone Had A Great Q2, The Dividend Was Higher, And Performance Has Been Outstanding [View article]
    As a guy with more than passing experience with PE investing and "harvesting" the investments I think that view that BX will not do as good in this area in the future is overdone and very speculative.

    And PE investing is only a part of what BX does.
    Sep 22, 2014. 03:00 AM | Likes Like |Link to Comment
  • Micron - A Good Finish To The First Year Of The Rest Of Its Life [View article]
    Good analysis - I think the outlook will outweigh EPS - the "thought" on what sammysung is doing will put a damper on upward price movement IMO.
    Sep 21, 2014. 08:14 PM | Likes Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]

    All speculation on your part -

    IMHO - the Apple watch will become a fashion item and statement by a lot of young folks -

    PS - its dud dude not dude
    Sep 11, 2014. 12:19 PM | 1 Like Like |Link to Comment
  • Apple analyst buzz mostly positive, Pac Crest sees lack of new profit drivers [View news story]
    It appears to me that at best the professional analysts are right about half the time; particularly on Apple. Also, analysts don't say what they would do differently.
    Sep 10, 2014. 05:53 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    As I recall you have been wrong on Apple in each article
    Sep 10, 2014. 01:56 AM | 27 Likes Like |Link to Comment
  • 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, 2014. 02:36 AM | Likes Like |Link to Comment
  • Introducing Seeking Alpha's New ETF Hub [View article]
    Thanks - good info.
    Jul 13, 2014. 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, 2014. 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, 2014. 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, 2014. 11:49 PM | 2 Likes Like |Link to Comment