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Exercisestellarhealth

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  • 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
  • Why I'm Long Cisco Even After Barclays' Downgrade [View article]
    A good set-up for day traders.
    Mar 21, 2014. 02:13 PM | Likes Like |Link to Comment
  • Micron Technology: Not Too Long Until We See $30? [View article]
    Yes, Q2, fiscal 2014, I was tired. Q1 reported Jan 7th, thanks for pointing out the slip.
    Mar 10, 2014. 03:47 AM | 1 Like Like |Link to Comment
  • Micron Technology: Not Too Long Until We See $30? [View article]
    True, could stay range bound with $24 upper $23 floor until Q1 results, unless new positive catalysts, most MU shareholders will however likely hold their shares, into Q1 hence the current price staying around 24-25.
    Mar 9, 2014. 10:26 PM | 1 Like Like |Link to Comment
  • After An Epic Run, Skullcandy Is A Sell Ahead Of Earnings [View article]
    It is o.k. to make a mistake pre-earnings, many people do, I don't own Skullcandy nor know much about it. However if I have significant doubts about a company perearnings and it's future guidance I sell and take my profits, or a small loss. I may make less per trade but it reduces potential risk, overall I have made more profits. I think based on Charle's research his decision to sell pre-earnings for himself was smart, it reduced his risk, there was a strong chance Skullcandy would not have reported above consensus. There are lots of stocks to own, with strong fundamentals with less risk. Skullcandy sounds like a turnaround story, I wish the management the best of luck and that they do very well, I like Skullcandy's earbuds I have a pair.
    Mar 9, 2014. 06:03 AM | Likes Like |Link to Comment
  • After An Epic Run, Skullcandy Is A Sell Ahead Of Earnings [View article]
    I like the range of tools you use to determine with reasoning skills and research the strength of a company going into earnings, something many investors try to endeavour deciding whether to hold their shares or sell prior to an earnings release, or buy before or after. I always look at EPS and rev. past beats on streetinsider, ie. Spirit airlines consistently reports above consensus. I am going to use some of your company analysis ideas you applied to Skullcandy in the future. I would sell Skul ahead of earnings as well, sounds like their online sales are weak. All the best to Skullcandy's management who seem to have had a bit of bad luck with their advertising superstar, injured.
    Mar 6, 2014. 12:41 AM | Likes Like |Link to Comment
  • If Tim Cook Does Not Care About The 'Bloody ROI', Does He Care About The 'Bloody Stock Price'? [View article]
    Most investors are realizing Cook is very socially and environmentally personally dedicated listening to his inspiring UN speech on youtube is convincing of this in itself, it is part of personality, green spending on solar panels and other green initiatives have definitely increased under Cook's CEO tenure. Which I personally support for financial and ethical reasons seeing energy cost savings in the long run for example, great for the Apple brand to ect. Perhaps rather than his personal views spilling over into Apples social and enviro. policies many investors have emailed, Cook indicating they would like increasingly progressive social and environmental policies for revenue growth and ethically responsible reasons. From a revenue/dividend growth perspective a key issue which Cook has and is addressing is innovation and new product development...holding off on any judgement as of yet, as I know new product development takes time.
    Mar 3, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • If Tim Cook Does Not Care About The 'Bloody ROI', Does He Care About The 'Bloody Stock Price'? [View article]
    Tim Cook, is very socially conscious, he has started a charitable giving program at Apple, he gave a speech re: human rights at the UN two months ago, he himself lives a very modest lifestyle, stating he spends most of his time either at Apple which he is entirely devoted to, or outside hiking this is not a materialist guy. I get it, and yet do see him as a highly competent CEO, with well developed social and environmental values which is good for Apple's brand and sales, attracting talent, and revenue growth. He has many times in recent earnings calls stated directly Apple is committed to further growth via new product categories and innovations to current products both key to revenue growth and growing dividends, based on recent new patents we will very possibly see new products mid to end of this year. As a shareholder I think Tim Cook is the right CEO for Apple at this time. He likely does personally donate to organization's like Greenpeace as the author alluded to or that he should work for them not Apple. His admirable personal interests in green and social issues doesn't appear to me to interfere with Tim competently leading and guiding Apple.
    Mar 3, 2014. 04:10 AM | 10 Likes Like |Link to Comment
  • Dumb Investment Of The Week: For-Profit Prison Industry [View article]
    The author was examining the ethics of investing in for profit prisons. I have done very well investing in companies with strong financial fundamentals which also are aligned with some of my key ethics. No matter what the revenue and EPS growth is I won't invest in prison's for profit, companies which test on animals (many pharmaceuticals don't any more, some do), cigarette, or gun manufacturers.
    Feb 23, 2014. 04:33 AM | Likes Like |Link to Comment
COMMENTS STATS
377 Comments
512 Likes