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  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    @ bart_sst

    That's cool but in way that makes it even harder to keep the growth rate. It makes it more likely that Apple will cool down a bit or maybe not just a bit. It's a real risk and the p/e reflects that risk.
    Aug 5, 2015. 03:54 AM | 1 Like Like |Link to Comment
  • Priceline Is The Best Deal In The Market [View article]
    It didn't happen and I am not surprised. But I expect the report tomorrow to be a positive one and PCLN to go up around $1325 or even higher.

    Somehow $1500 is to me still too optimistic. But maybe towards the year we will see that too.
    Aug 4, 2015. 05:18 PM | Likes Like |Link to Comment
  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    It is harder to grow when you are so big. It's a also a dynamic and competitive market and it's harder to stay on top than in other more conservative businesses. A few wrong steps and Apple's profits may stagnate or even start going down.

    So let's appreciate that there *are* risks.
    Aug 4, 2015. 05:11 PM | 13 Likes Like |Link to Comment
  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    It's not exactly ridiculously cheap. The price reflects the risks for such a big company.

    I think that now at below $115 it is a much better bet than it used to be at $135. I would even say it is a reasonable bet right now. But I wouldn't call it ridiculously cheap. It will have to go all the way down to $85 to deserve that name.
    Aug 4, 2015. 01:50 PM | 53 Likes Like |Link to Comment
  • Priceline: Durable Asset-Light Business With A Solid Growth And Profitability Outlook [View article]
    Let's see what happens tomorrow. Would be nice to see PCLN above $1300. Which is quite likely to happen.
    Aug 4, 2015. 01:26 PM | Likes Like |Link to Comment
  • Investors take profits in AIG after earnings [View news story]
    I wouldn't call this sell-off pure "profit taking". Why didn't they profit-take a few days ago? Clearly the short-termism in thinking is playing out here.
    Aug 4, 2015. 01:23 PM | Likes Like |Link to Comment
  • Investors take profits in AIG after earnings [View news story]
    Sure, best will be if the price falls even more so that management can buy back cheaper and more. But this sell off cannot last long.
    Aug 4, 2015. 01:16 PM | Likes Like |Link to Comment
  • Starbucks powered by strong traffic; new buyback, and PepsiCo deal on tap [View news story]
    The market fell today 1% so that affects all stocks, even those that just released positive results and outlook. Nothing to worry about when it comes to SBUX. It is still up 1.29% from previous close and the volume of trade (14.5 million stocks) was double its usual. This is all good signs.

    The broad market is worried about many things: global slowdown, falling commodity prices (usually a bad sign for the global economy), prospects of higher interest rates (this bad for stocks in general but good if you own banks and insurance companies), and Greece.

    Disclosure: long SBUX at $34.25 and $35.75. No intention to sell for the next 3 years at least.
    Jul 24, 2015. 06:13 PM | 2 Likes Like |Link to Comment
  • Union Pacific bears brunt of 31% slump in coal revenues [View news story]
    Apparently not much further. Today it's up 0.65% on high volume of trade against the backdrop of the 1% broader market plunge. UNP is a top quality company and I would consider the current levels an excellent entry point for those with longer than 2 years time horizons.

    Disclosure: long UNP at $75.
    Jul 24, 2015. 03:56 PM | 2 Likes Like |Link to Comment
  • The Day I Sold Everything [View article]
    If you got back in October of last year then you were smart!

    But generally, too much entering and exiting is expensive because of fees and taxes.

    The oils went down. You can almost always find a sector that went down. The broad market went up though. And we were not specialised in investing in oil. So to me that is not a good enough justification.
    Jul 19, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything [View article]
    This gentleman sold everything in July of 2014 thinking he was a smart cookie but instead he missed out. Six months from now he is likely than not to still regret that move.
    Jul 17, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • Dividend Analysis Shows Union Pacific Is Still Overvalued [View article]
    > For the R value I'm going to look at the average return of the iShares Dow Jones Transport Avg ETF (NYSEARCA:IYT) over the past five years because Union Pacific accounts for nearly 7.5% of the holding.

    The way you did your math seems to be seriously wrong. You seem to compare the average return on transport stocks with UNP's dividend yield. This makes not sense to me at all. If you want to make dividend analysis focus on dividend yield and don't mix it up with stock return that includes capital gains.

    By the way, in terms of capital gains UNP did quite well in the last five years.

    I think you did well to buy UNP despite the above calculations. To my mind UNP at the current levels is a no-brainer. I recently increased my position and would bought even more at $102 but my rule of disciplined diversification prevents me from overweighting UNP further.
    Jun 6, 2015. 11:55 AM | Likes Like |Link to Comment
  • Visa +4.5% on report of talks to acquire Visa Europe [View news story]
    This is just a tweet... Is there any more solid information on that?
    May 8, 2015. 04:55 PM | 1 Like Like |Link to Comment
  • Powerful comp lifts Starbucks [View news story]
    Impressive Q2 results.

    SBUX is a nice place to be in. I don't know abut 20 years from now but SBUX can easily double its valuation in the next 5 years.
    Apr 23, 2015. 05:43 PM | 2 Likes Like |Link to Comment
  • Is This Genetic Food Engineer A 10 Bagger Or A Bust? [View article]
    Ha-ha, yes, you are right! I'm actaully happy about that since I am out of it (at a loss of course) and this imaginary 650% jump annoyed me a bit ;-)

    At least now I can say it was good I exited earlier.
    Apr 14, 2015. 04:00 AM | Likes Like |Link to Comment