Seeking Alpha


Send Message
View as an RSS Feed
View Exercisestellarhealth's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Dumb Investment Of The Week: For-Profit Prison Industry [View article]
    Most people are in prison for relatively light crimes, and they are there to be rehabilitated at least that is the model in Canada's publicly funded prisons. Those who are more aggressive with violent tendencies hopefully they will receive the counselling they need to re-enter society effectively. Publicly operated prisons with a mandate of providing lifeskills, coping skills ect.. are far less expensive overall as people are less likely to re-offend and far more likely to be productive members of society.

    For profit prisons discourage rehab as to be profitable they want people to re-offend. Totally backwards model.
    Feb 17, 2014. 05:21 PM | 1 Like Like |Link to Comment
  • The Whales Are Jumping The Herbalife Ship [View article]
    Like all pyramid based business models herbalife's growth will slow as buyers at the bottom level decrease. An inherently unethical business model I don't support or would ever invest in there are plenty of well managed companies with growing EPS, and revenue for people to invest in or trade. True you don't become a billionaire by not taking profits but the profits can be made in more respectably and competently managed companies, aligned more or less with an investor/traders ethics (ie I never have held shares in companies which test on animals or cigarette companies and make great capital gains) it takes more research and I have done well as well as donating some of my capital gains. I was not too excited when Icahn became involved with Apple. Apple would have slowly moved upwards into the 500's without his ongoing tweets, am glad Tim Cook et al. are focusing on putting more money into innovation verses another buyback (Apple is already in the process of the largest buyback in their corporate history) as Icahn was lobbying for.
    Feb 16, 2014. 11:13 PM | 1 Like Like |Link to Comment
  • 3 Predictions For LeapFrog's Earnings [View article]
    I understand expensive lesson's learned, I have too, most investor and traders have until their skill set improves.
    Feb 12, 2014. 01:19 AM | Likes Like |Link to Comment
  • Where Does Micron Go From Here? [View article]
    These article are well read, your comments, combined with analyst day, o.k. jobless claims this morning, hynix up, all overall positive forward guidance. An upgrade may come along after analyst day next week.
    Feb 6, 2014. 11:49 PM | Likes Like |Link to Comment
  • Where Does Micron Go From Here? [View article]
    Analyst day, Hynix up, and relatively ok jobless claims this morning, suggesting the economy is steadily and slowly improving. These articles do also make a difference, many people read the good ones like this.
    Feb 6, 2014. 11:47 PM | Likes Like |Link to Comment
  • Where Does Micron Go From Here? [View article]
    Agree with your higher sales and EPS than WS, within WS consensus and your own. Due to positive forward guidance for Q2 likely Micron will remain range bound with some upward movement. I view Micron as a sound long-term investment hopefully a dividend will be declared in the near future now that the company seems to be steadier. Also a good short trading stock.
    Feb 5, 2014. 05:57 PM | Likes Like |Link to Comment
  • Where Does Micron Go From Here? [View article]
    With positive forward guidance, Micron will likely remain range bound with some upward movement prior to next earnings in April. Agree with your pts in your well written article including higher sales and EPS than WS estimates, I see Micron as a long-term investment. It is also a good stock for short-term traders.
    Feb 5, 2014. 05:37 PM | Likes Like |Link to Comment
  • Currency Risk To Push U.S. And European Stocks Higher [View article]
    With corporate earnings with the exceptions of some, not growing at significant rates as we have seen so far, this Q4 earnings season, companies with positive 2014 earning's guidance with buybacks and/or a dividend are seeing their shares appreciate despite the market overall being flat ie. Comcast (positive forward guidance), and Skyworks solutions (wireless semiconductor with increased guidance for 2014 and Q1).
    Feb 2, 2014. 07:34 PM | Likes Like |Link to Comment