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  • Micron: It's The Cash Flow Stupid [View article]
    A competent, thoughtful, hard working, quiet engineer running a company is preferably to a CEO who tries to drive up prices with salesmanship, charisma and fancy PR, over solid good fundamentals. Experienced investors see past this. Value investors understand MU, they don't buy into hype as they read all earnings transcripts, analysts reports ect... Management may smartly be focusing on attracting solid long-term investors which provides more stability and steady less volatile price appreciation. Investors who know what they are doing over inexperienced investors who get caught up in hype verses competent performance and ability. Management appears to focus on boring but important numbers verses trying to be charismatic.
    Apr 4, 2014. 06:19 PM | 1 Like Like |Link to Comment
  • Micron: It's The Cash Flow Stupid [View article]
    Steadiness, competency and smarts has substance, charisma often doesn't equate to ability, integrity and competence, but hype. Some CEO's use PR and charisma to drive up their stock price, then the share price appreciates far ahead of the fundamentals as some unwitting investors buy into the hype. MU's share price will go up on MU's good fundamentals this is far better than charisma and PR.
    Apr 4, 2014. 06:07 PM | 2 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    Alot of profit taking as well, after an increase into earnings, as well a 5% approx. sell off in all tech. it's the end of the week alot of people are takng profits. Investors may sell some of their shares hold the rest, changing around in their portfolios and alot of day traders trade into very visible companies like MU's earnings and sell off on the highs after a good earnings result.
    Apr 4, 2014. 05:25 PM | 5 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    I agree with all of your pts, and view MU as a value investment, in bargain territory as the author mentioned. I see this dip after earnings, for profit taking ect.. as an opportunity. I was watching the results of this Q, for if management could generate another strong Q in a weak environment, which they did(.85 EPS is good) indicating now 4 positive consecutive quarters. Reflecting as the author mentions a competently managed turnaround, increasing people's confidence in MU's team. I like companies like Footlocker for the same reason, management consistently operates the company well, with steady EPS and rev. growth a pattern which now seems to be emerging with MU, which also adds to it's valuations. Despite MU's costs increasing for R&D (a good sign as R&D is fundamental for new product or additions to current product development) and admin/general. costs Micron still competently managed to increase operating income by over 318 mil. (869 this Q2 verses 551 Q1).
    Apr 4, 2014. 04:43 PM | 6 Likes Like |Link to Comment
  • Why Micron Technology Might Be Able To Continue Its Absurd Growth [View article]
    I agree, as a long-term shareholder the results were even better then I expected. It indicates management now with 4Q's in a row of strong Q's is able to steadily grow EPS and revenue, which will likely based on this trend continue into the next Q.
    Apr 4, 2014. 12:51 PM | Likes Like |Link to Comment
  • Why Micron Technology Might Be Able To Continue Its Absurd Growth [View article]
    As a long term investor in MU, holding some shares in the teens I was very happy with the initial results I have reviewed thus far, it was a better Q than I expected. It for one indicates MU's management is able to maintain consistently stable and growing earnings, which is promising giving people confidence this is a probable trend going forward, and increasing MU's valuations. I think we will see another EPS and revenue beat next quarter which will then be 5Q's in a row, moderate and steady growth is positive to much growth at once, would cause me concern as it isn't stable. Possibly a dividend could also be on the horizon, I will be writing investor relations to request, now that revenue is consistently growing. Likely will trade in the 23/24-27 range into next earnings or slowly rise towards 28 range not sure..hence why I bought more in the low 23 range today from dip caused by profit taking, as I don't see it going lower, too much upside. There is risk in all stocks, but MU's seems minimal too me, with a strong management team, and demand for DRAM.
    Apr 4, 2014. 12:44 PM | Likes Like |Link to Comment
  • Why Micron Technology Might Be Able To Continue Its Absurd Growth [View article]
    MU's management seems to have a lot of long-term vision and plans for Micron and are just really getting going it has taken awhile, but they seem now to have everything they need to in order to go to the next level of a growing mid-sized company with consistent solid quarters.
    Apr 3, 2014. 03:10 AM | Likes Like |Link to Comment
  • Why Micron Technology Might Be Able To Continue Its Absurd Growth [View article]
    I consistently review estimize projections re: ALL stocks I hold into earnings along with many other sources, including history of revenue and EPS meeting inline with consensus or better than consensus i.e. on the streetinsider the last eight quarters are available. This consensus for MU is one of the HIGHEST I have seen in the last few quarters I have looked at for a range of companies earnings, from the independent analysts. Positive surprises in the earnings call seem very possible which I will be reading closely, there is risk in all earnings calls even a company with an excellent track record of strong earnings and revenue growth, but the risk in this call seems less than others. I am also increasingly confident in MU's management competence, which is a key to the success of any company. I hope they really shine in the conference call as this quarter can show investors MU can consistently grow EPS and revenue with integrity, vision, innovation, and competence.
    Apr 3, 2014. 03:06 AM | 4 Likes Like |Link to Comment
  • Micron, Intel, Apple: A Tale Of 3 Companies [View article]
    With an estimize consensus far above wall streets already increased consensus, from many independent analysts re: rev and EPS, something I look at when deciding to hold a stock into earnings along with many other sources of information, as they often are more accurate than wall street, another strong earnings quarter is likely. Another strong quarter will also give potential investors more confidence in Micron's earnings record and in management's competence going forward.
    Apr 2, 2014. 04:15 PM | 2 Likes Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    As well several non-fact based fear stories in so called financial news on yahoo finance and CNBC to create fear before earnings, so some investors/traders sell. i.e. a story yesterday called a Tech Bubble is coming....was so ridiculous, most tech stocks like Micron are trading below a PE of 14! These are far from over valued, MSFT is about 14 so is Apple. Facebook is overvalued due to optimism re: future growth but the overall tech market is fairly valued, and some companies undervalued. But these kinds of stories draw in viewers hence why media outlets publish them regardless of who has sent the press release for the story. Lots of people then sell who don't know their fundamentals.
    Mar 27, 2014. 06:31 PM | 1 Like Like |Link to Comment
  • Suncor: Trading At Attractive Valuations, But Is It Ready To Perform? [View article]
    If you are interested in a higher dividend yield a competently managed REIT like Annaly Capital Management w/ a 10.5% yield or at 13.5% New York Mortgage Trust, are good options. Research REITS, find a couple you like and wait for a low price pt entry, then hold for years, your dividends will at 10-15% pay off your initial principal quickly depending on how much a person's invests. RSO pays 15%. Several REIT's also for me personally fit my personal integrity parameters re: spills, when occur and we all know they do people and other animals can unfortunately be negatively impacted.
    Mar 27, 2014. 12:48 PM | Likes Like |Link to Comment
  • Suncor: Trading At Attractive Valuations, But Is It Ready To Perform? [View article]
    I appreciate your input...... however pls consider the following, re: subsidies. Grid parity is an increasing reality, meaning the price of solar is moving closer towards grid parity at utility scale, making solar technology more affordable. Along with increased efficiency of solar wafer technology and improved battery storage, without subsidies solar is increasingly affordable and price competitive.

    Regarding the author of this articles point re: a floor in Su in the mid 32.50 range, I was suggesting one factor that could be contributing to this (along with higher yields in REITS and some telecoms, hence many income investors have their money in these companies) just by connecting the dots is along with valid environmental concerns the author aptly indicates, increased investment inflows from institutional and retail investors seeking growth into various solar companies is taking volume and investments out of oil sand energy stocks like Suncor. Many solar companies, well managed ones are currently outperforming sub indexes on global stock exchanges. New York Mortgage Trust, is a gd income REIT with a 13.5% annual yield, buying at a low entry pt would provide a consistent high yielding dividend.
    Mar 24, 2014. 11:00 PM | Likes Like |Link to Comment
  • Suncor: Trading At Attractive Valuations, But Is It Ready To Perform? [View article]
    Thank-you for the article. Another very likely reason Su, despite it's evident commitment to shareholders via growing dividend is many growth and income investors have moved toward renewables such as solar due to the growth anticipated, already Q1 has seen an increase in profits in Trina, Jinko, Sunpower and today in Renesola which has just turned a profit after 10Q's of losses. This would also be for environmental reasons as much as financial. I bought trina at 13.40, and held into earnings, sold at 17.80. I personally am concerned re: the environmental impacts of pipeline and railcar spills, however there is also much more growth potential in the renewable sector. US has a solar target of 27% by 2050, China this year has a 14GW solar target, Japan is also increasing it's solar exposure due to the Nuclear safety issues it has had.....
    Mar 24, 2014. 04:00 PM | 1 Like Like |Link to Comment
  • Why I Think Micron Could Be 45% Undervalued [View article]
    Micron seems well poised for increased earnings growth, however they and other investors may not be buying more until they see more consistent solid earnings quarters Micron has had better than consensus in last three Q's, but largely in line rev/EPS or less then consensus prior.....they likely will not be selling into earnings as earnings are expected to beat consensus this Q2. Another a good quarter will provide investors with more confidence going forward, especially with expected rate increases people are looking for strong guidance and growth and/or positive dividend yield from companies. I will be closely reading managements comments on the Q2 transcript. This is likely why Micron has largely traded in range into earnings, with a upper 23 to upper 24 floor, lower China data is likely also putting a slight lid on the overall market, but perhaps this is already calculated into prices.
    Mar 23, 2014. 11:01 PM | 2 Likes Like |Link to Comment
  • Why I'm Long Cisco Even After Barclays' Downgrade [View article]
    Many people love their jobs and are continuing to work well into their 70's, and 80's.
    Mar 21, 2014. 02:15 PM | Likes Like |Link to Comment
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