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  • Fastenal Down 12% Year-To-Date, Opportunity For Long-Term Investors [View article]
    True always buy low, just wait there are always viable, competently run companies, with growing earnings with price adjustments for a variety of reasons. Considering the US airline sector two quarters ago Delta, Southwest and American had huge sell offs due to Ebola issue and as the sector overall was overbought and there was simply a lot of profit taking and readjusting of portfolios. Since then Delta and Amer. have gone up 20%plus and apple when it hit 400 just a year and half ago. Watching a range of viable, companies with growing profits and dividend, well run, ethically managed ect.. until one has a sell off for whatever reason then buy it at a bargain basement. Re: Fast it is still priced to high for a value investor.
    Feb 16, 2015. 12:47 PM | Likes Like |Link to Comment
  • Telus Corporation: It Beat The Market Before, Needs High Earnings Growth To Do It Again [View article]
    Very well written analysis of Telus. I will read the Q4 call focusing on several areas including projected earnings. Projections for first half of 2015 could be low due to oil price decline, as many Telus customers and potential customers are in Alberta. If there is a sell off and over the next few months the stock reaches a more value investor PE ratio with a growing dividend and buybacks starting this year it would be a good long-term dividend stock in a non-cyclical sector.
    Feb 10, 2015. 03:23 AM | Likes Like |Link to Comment
  • Is Saudi Arabia Dragging Oil To A New Low? [View article]
    I have thoughtfully listened to many speeches by Al Naimi on renewable, oil, and the innovation/enterprise economy in Saudi Arabia. It appears he would like to see Saudi Arabia transition towards a far more diversified economy far less dependent on oil revenues he mentions for climate change reasons which he is personally very concerned about and for economic stability obviously far better to have many strong well developed sectors verses too much dependence on just one especially a volatile commodity like oil. However members of the Saudi royal family are concerned about this transition to the knowledge economy, it is interesting to follow.
    Nov 9, 2014. 05:09 PM | Likes Like |Link to Comment
  • Is Saudi Arabia Dragging Oil To A New Low? [View article]
    I had thought Saudi Arabia is attempting to drive oil prices lower thus squeezing out some supply/competition ie. US production and tar sands in Canada which are not profitable below approx. $70. As well Ali Al Naimi Saudi's Minster of Oil has said in several speeches SA is proactively reducing it's GDP's dependence on oil revenue which made up 67% of their GDP in 1960's to 30% today and is focusing on building on diversifying their economy into the knowledge and innovation sectors including renewable energy.
    Nov 9, 2014. 05:01 PM | Likes Like |Link to Comment
  • Do You Have The Patience To Be A Successful Value Investor? [View article]
    Super and highly relevant article in this very volatile market where some people may get nervous and sell, verses realizing if a company is well managed with good fundamentals it will come back to it's intrinsic value. With QE ending and global growth concerns and just people buying and selling daily for a variety of reasons such as to shift a portion of their portfolio into another sector or they just want a change ect... there is always undervalued opportunities. During the recent October sell off obvious ones were Delta and American Airlines, which after good earnings moved back up towards their previous prices. Apple when it fell to 400 last year is also a good example. I think all new investors have sold off prematurely until they get more experienced I know I have several times, with practice I have improved my long-term investor skills.
    Nov 9, 2014. 04:33 PM | Likes Like |Link to Comment
  • Einhorn Continues To Greenlight Micron [View article]
    Thank-you for your efforts, agree with your overall assessment re: dram, am holding for the long-term, and am looking forward to comments on analyst day Aug. 06th. Likely consolidating, a breather has been overdue as well investors and traders are focused on other stocks in the midst of this earnings seasons. It is also summer, less volume generally overall, people are enjoying their holidays, which is great.
    Jul 28, 2014. 12:10 PM | 1 Like Like |Link to Comment
  • Column: Jeff Immelt is the American Canada needs to lead oil sands clean-up [View news story]
    Solar is advancing very steadily via innovation and increasingly cost effective. I rotated my funds out of Suncor at 33.50 range even though I knew it had lots of room to move up into Jinko and Sunedison, they are very volatile hence good trading stocks.
    Jul 12, 2014. 02:57 PM | Likes Like |Link to Comment
  • Trina Solar Revised To $14 On Cost And Market-Related Concerns [View article]
    I do agree re: SCTY.
    Jun 30, 2014. 08:02 AM | Likes Like |Link to Comment
  • Updating My Outlook For Whole Foods Market: Time To Buy [View article]
    That is super, but has this got to do with Whole foods?
    Jun 27, 2014. 10:11 AM | 5 Likes Like |Link to Comment
  • eBay: Bargain Or Bust? [View article]
    Compelling and relevant questions.
    Jun 25, 2014. 12:13 PM | 1 Like Like |Link to Comment
  • Buy Micron Technologies After Solid Q3 Earnings [View article]
    Waiting for a consolidation after the large run-up into these earnings, lots of momentum traders buy MU into earnings then sell. I also only buy stocks at value investment prices, wow a pe of below 5 as one of the author's buying parameters is very disciplined, and takes much diligence and patience, likely with positive capital gains. At 23 dollars after the last pullback after earnings with a forward PE of approx. 7. I thought MU was at a value investor's price and bought shares, I watch for lower forward PE's as well.
    Jun 25, 2014. 10:49 AM | Likes Like |Link to Comment
  • Thoughts On Micron Earnings To Be Released After The Close [View article]
    Smart decision, very positive 65% gain! Err on the side of caution, there are always many opportunities in the market especially in high beta stocks like MU w/ high volatility. Long mu, watching for any potential pullbacks such as after earnings, without emotional attachment just look for low entry points in good stocks.
    Jun 23, 2014. 01:09 PM | 1 Like Like |Link to Comment
  • Micron Third Quarter Earnings Preview [View article]
    Wishing you the very best and a full recovery. Thank-you also, for your inspirational advice re: the importance of health always a welcome reminder. I agree, from physical (regular exercise, 8-10 servings of fruits/vegs. per day, lots of water, omega 3 fatty acids over transfats and saturated fats which are unhealthy and linked to cancer...) to emotional health. Your obvious positive, generous, optimistic outlook on life will help you in your recovery and healing process, I am looking forward to more of your insightful comments on this site. Re: charities, giving/alturism feels great, I humbly agree with you and follow your advice via giving of time, money, kind words....
    Jun 19, 2014. 05:23 PM | 1 Like Like |Link to Comment
  • Micron Third Quarter Earnings Preview [View article]
    Robert's time and efforts are worth respecting whether Jaret you care about what he has to say or not. Just as your opinion is valid, which I and others respectfully take the time to read and think about without intentionally attempting to undermine your efforts or calling your comments meaningless. I am long MU as well, and believe it is undervalued. However, Seeking Alpha is an open forum which I like as it encourages objective facts and research verses biases for a certain stock. Robert took his time to contribute to the Seeking Alpha forum, mentioning some valid points some people may consider helpful, including analysts opinions whether they have led or followed or whatever.

    Savvy investors via critical thinking read all relevant information, without emotion or biases make rational decisions. The reality is about 10% of MU's float is sold short, which the author alludes to so what, 10% is not that much, and MU may or may not meet the high expectations some have for this Q and future guidance. With growing demand for DRAM memory, growth in smart devices, and MU's revenue sources approx. 70% from DRAM and with Apple a key customer MU is likely a secure long-term investment along w/ other reasons as revenues stabilize a dividend may also be in the future. All stocks carry risk it is the stock market.
    Jun 18, 2014. 08:31 PM | 8 Likes Like |Link to Comment
  • Micron Technology: Toxic Convertibles, Part 2 [View article]
    Phred has been writing about his concerns re: the convertibles when MIcron fell to 21.13 three months ago I read his article after the last quarters earnings despite a solid beat, then of course it has run up to it's current price, with upgrades, good Sandisk earnings call, another expected earnings beat, demand increasing for DRAM ect.. Everyone has a right to their opinion on seeking alpha, re: Phred these are his legitimate concerns and have been for awhile. Stocks will do what they will do. If they are truly well run companies, with in demand products/services they will reach their intrinsic value, investors will find them and buy them.
    Jun 16, 2014. 11:56 PM | 2 Likes Like |Link to Comment