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  • 5 Tech Stocks To Consider Now For Gains In 2013  [View article]
    An interesting piece and thank you !

    The attraction of all these players is yield with a load
    of "on the come" (ex.VZ.) maybes.

    I feel I have to be in telecom which I am long VZ.

    I would welcome some love for the other players mentioned therein
    .........but that will be a long time coming even if they execute.

    Mr.Mudduck makes a solid point on that Frat House at FTR

    Good fortune to all !!!!!!!!!!

    Jul 6, 2012. 08:31 PM | Likes Like |Link to Comment
  • A Tale Of 2 Secondaries  [View article]
    When are these Underwriters going to get these secondaries
    right ?

    DDD goes out the day of the after-hours announcement @ about
    31.00 and re-awakens @ 27 +.The shareholders of record get hit
    with a 9 % adjustment south.

    Sure..........in the end (this financing anyway) "all's well that ends
    well" but it does not take much imagination to add a wave of havoc
    to the pricing effect of this deal.

    Jul 6, 2012. 06:18 AM | 1 Like Like |Link to Comment
  • Valuing Johnson & Johnson And Merck  [View article]
    Chris..........an excellent piece and thank you.

    However I chime in with Mr.Path on his question.

    Jun 19, 2012. 09:10 AM | Likes Like |Link to Comment
  • Abbott: Buy Ahead Of The Split  [View article]
    Good piece Croc and thank you.

    The drug sector is a tough study for most and that includes yours
    truly..........however the performance and promise of ABT has me
    long with several other household drug mfg. names.

    An exciting time for the space!

    Jun 15, 2012. 08:54 AM | Likes Like |Link to Comment
  • 3D Systems Secondary Provides A Buying Opportunity  [View article]
    Thank you Josh and the dimunition of share price after the secondary certainly offers anyone who thought they "missed
    the boat" a terrific entry level.

    Now allow me as a shareholder prior to the secondary to
    express my outrage at the U
    Jun 14, 2012. 10:28 PM | Likes Like |Link to Comment
  • Market recap: Stocks clawed back from early losses but still finished lower, as all three major averages closed their worst month in two years. Stocks, weighed by a raft of weak U.S. economic data (I, II, III) that sent Treasury yields to new record lows, bounced after a story (later clarified) suggesting the IMF is working on a “rescue loan” for Spain. NYSE decliners led gainers seven to six.   [View news story]

    Regardless of where and how one derives that "feeling of falling",being off the field of battle can prove to be the most profitable front to side with.

    Me ? I never feel the need to show my mettle in what could be a blood bath and there has yet to be designed a methodology to calm the water and prosper regardless of what is going on every
    day in all corners.

    Best going forward.........

    Tom Durkin
    May 31, 2012. 05:31 PM | Likes Like |Link to Comment
  • Top E-Commerce Picks Of The World's Largest Money Managers  [View article]
    my oh my..........how much do you trust your fund ?

    i would be sick holding any piece of GRPN after the Friday night
    surprise on the numbers March 30..........I know !Hey it's just
    a small piece of the over-all pie but fellas.........

    Another addition in the form of NFLX is not too cool either (IMHO)
    i can see another blow off on that crew as ....well.

    Specifics ? I'll wait...............

    Good trading and tread carefully,

    Tommy D
    Apr 5, 2012. 03:05 PM | Likes Like |Link to Comment
  • Tracking George Soros' Portfolio - Q4 2011 Update  [View article]
    By the looks of Mr.Soros I would estimate his passing over 10 years ago.Now that would be the penultimate passive manager !

    Interviewed by Charlie Rose some time ago...Mr.Rose,the ever insightful and intuitive interview maven threw out the "Do you believe in God" query at his guest to which Soros replied, in a manner I could only describe as contemptuous,with a "No" while shaking his head.

    I beg your respective pardons as this is, after all ,is a platform for the intelligent and thoughtful discussion of equities and methods
    to profit herein.

    Soros has held many enormous positions in stocks, commodities,
    long and shorter term convertible issues, etc.and while I feel I perform as much due diligence as anyone ( which includes the methods and views of the esoteric measures by those much more
    versed and proven than I ) I now have another mission.That is to look real hard at the holdings of a guy such as George Soros who,
    at first, seems to be weighed down by some real junk and invariably
    deemed a highly speculative bunch.

    Good trading be yours,



    Feb 22, 2012. 06:38 PM | Likes Like |Link to Comment
  • 5 Smart Stocks To Consider Buying To Hold Forever  [View article]
    Mr. Williams..........boy oh boy ........do we throw that "genius" label
    around ! Are you going to put Buffett and Grantham in the same league as Galileo, Da Vinci, Sir Issac Newton, Bethoven, Mozart ?

    The two you have put on hallowed ground have armies of analysts,good investment bankers on call,and all the assistance these times require for selections and value added side deals.

    In fact BRK is not exactly burning down the house on performance. What is that genius to do ?

    Please kind sir, I do heartily agree with your selections with the exception of MO. I think MO is going to hit some headwinds and
    were it not for Europe and Asia they would be an endangered species.

    The long term...buy...hold and reinvest the dividend will always win out if you have the time and patience (a must for today's equity
    environment ).

    Thank you for the piece and may you and yours
    have a great 2012.
    Jan 17, 2012. 03:26 PM | Likes Like |Link to Comment
  • After getting crushed yesterday on account of weak 2012 guidance, Athenahealth (ATHN +1.5%) is bouncing a little today following upgrades from Oppenheimer, Citi, and Leerink Swann. Leerink touts the company's revenue growth outlook and product quality, and expects improving margins by the end of 2012.   [View news story]
    ATHN is in a sweet spot as the mandatory records availability,
    sharing thereof etc.,etc.,is upon the industry.

    It appears that ATHN has some unique advantages to accomplish
    the tasks required and remain friendly to doctors and administrators.

    A lot of well armed competition in this arena but the timing is right to enter at a sensible price.

    Dec 16, 2011. 05:10 PM | Likes Like |Link to Comment
  • Traders Should be Shorting This Rally  [View article]


    It's simply the man's opinion......You have one !

    Why be so hostile ? Want to act like a jerk ?

    Get over to Yahoo Boards.

    Dec 1, 2011. 11:32 AM | 1 Like Like |Link to Comment
  • Jim Cramer Has Reversed On Apple Because He Doesn't Understand It  [View article]

    I'm with you on the "real" AAPL story going forward.

    The stock is a winner in all respects and especially in what they will
    unveil in time however the folks who make the most noise and that
    CNBC crowd seems intent on muting enthusiasm.

    I would fade the fact that the current naysayers would not dare
    short AAPL as when the current and future holders see what
    men like yourself know, this "beast" would just run them over.


    Tom Durkin
    Nov 11, 2011. 12:07 PM | 3 Likes Like |Link to Comment
  • Seven Reasons to Buy China Mobile, Including a Dividend Yield of 3.2%  [View article]
    Great aside skwe !!!!

    There is a lot to like about CHL but I hold the same reservations
    you do on accounting issues and quite frankly anything CHL might
    on PR or what could be verbal statements.

    I believe I will get long here but not in a big way and with some
    Sep 24, 2011. 12:49 PM | 1 Like Like |Link to Comment
  • 7 Surprising Hedge Fund Favorite Stocks  [View article]
    I would never expect to be as smart as the guys at the Hedge Funds.
    I don't have access to management or have a crew that can be assigned a part of the big picture to analyze and report on individualy.Nor the capital to step-up and accumulate a substantial position. As such I look at C from afar........

    That said I think C is a dog and with fleas to boot.

    Why ? The asset base for one thing is not being classified honestly.How do I know this ? Every bank and finance company does it. C is not selling down here (pre-reverse split) because all is just nice and rosy.

    Pandit has shown nothing despite having a global list of opportunity.

    Now, someone please tell me just what the hell Dick Parsons brings to any party.

    Hedge Funds just looking for a sudden pop ? Don't count on it
    Smart Money !

    May 26, 2011. 09:00 AM | Likes Like |Link to Comment
  • EMC Corp.: Is This High-Flying Tech Stock Headed Down?  [View article]
    Thank you David and we really don't come up with any answers
    to what should be an easy one.Certainly the short interest numbers
    could and perhaps should be alarming in sight of both EMC &
    VMW earnings, P:Es, etc. but I don't see it either other than the EMC
    short positions are a relatively cheap bet on the VMW performance
    in the cloud computing space coming up way short.

    Hey.......I love shorts !!!! When they have to cover it's Christmas
    Eve for the longs.

    May 20, 2011. 09:25 AM | Likes Like |Link to Comment