A nice little jump in consumer sentimentbodes well for automobile companies, according to CNBC's Phil LeBeau. The outlook for the industry looks extremely good with fresh models from automakers (F, GM, TM, FIATY.PK, HMC, NSANY.OB, VLKAY.PK) coinciding with structural pent-up demand and the uptick in sentiment. [View news story]
Re: auto industry stocks:! I work in industry, worry point is ability of suppliers to keep up with demand. Note $BWA $65 to $85 price action year to date. Common denominator companies will do as well. $TM is in full swing and although having massive onshore move, will benefit from strong Yen as they take profits home
The Good News, The Bad News And What's Very Ugly [View article]
All these comments and where do we end up? I am in the camp of believers who see a direct correlation between high corporate profits and record level cash holdings AND high REAL unemployment, poor health benefits and cheap Fed money. Corporations are squeezing employees like turnips and getting rich doing so. Why does it take a million comments tomfigure that out??
Market Share Trends Make Apple Look Vulnerable [View article]
I can't argue with an article written by someone short AAPL calls and expect to find a middle ground. If you will go to my comment history, I have argued AAPL is a best buy for months.
Apple $395: Time To Give Up And Abandon Ship? [View article]
Thanks for all the likes. The patient bulls have been rewarded. The factors listed above all hold true today. Baron's today listed APPL number 1 on their annual 500 list. As this market gets top more and more top heavy more people will continue to turn to the poor performers like AAPL 0 and even at $550 they are in the bottom 10% this year.
Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK) [View news story]
When you are on top of Barron's list and at the bottom of the S&P performing stocks, that means buy. I said it at 395, I will say it again at $450, smart money at a market peak will be rotating into single digit P/E, dividend paying stocks with growth. $AAPL is a prime suspect.
Apple $395: Time To Give Up And Abandon Ship? [View article]
$aapl bull forever (just feels that way) 1) with r&d reported last earnings a growth of 40% 2) with a real p/e of 5 3) with new emerging market phone sold on monthly bill cycle 4) with VZN reporting strong numbers 5) with everybody hating the stock 6) with Cramer not pushing it 7) with nobody named piper or anybody else really being able to track supply chain change ups , i.e. CRUS 8) with Tim Cook totally worthless to the INVESTMENT COMMUNITY 9) with my money being in IRA 10) with this great article showing the lunacy in comparison to $GOOG ( Samsung and other companies are too diversified to know what they really make on tablets)
This is a case where smart people got caught being too smart and dumb people (the every day guy like me) get to be smart. Traders got caught on margin calls, and retail investors can get in real cheap.
$GLD is not down today because most margin calls have probably been covered or will be over next two days. Then we can get a nice 15% pop back up.
Disclosure - In GLD 50% at $150 and 50% at $131, 25% of IRA portfolio and holding until total market correction of expected 1200 points on the DOW
Cramer's Mad Money - Is Apple Bottoming? (4/2/13) [View article]
If Cramer was a cow - he would be steaks by now. Cooked at that. He has lost touch with reality on many stocks, and focuses on just a few favorites like $f and $CSCO. I challenged him on a pair trade for $goog/$aapl at 828/428 and no response. I hope everyone backs up the truck on $goog selling at 25 times earnings versus 9 for $aapl. AAPL enterprise value and worldwide low market penetration has the company set right.
In Cramer's defense and other analysts AAPL ignores them so they have no reason to be optimistic. If one were to study financials on the company, the purchased in process inventory increases and 40% increase year over year of R&D personnel would offer them some hints. Can you tell me the name of AAPL CFO without looking?
Richbar, you being in makes me feel a lot better about my double down at $426 - qualification, this is IRA money, as you have been really onto the positioning of this stock for the past 9 months.
I think the other missing factor not mentioned is stock mutual fund retail investor flows have finally turned positive over the past six weeks. One factor that caused AAPL to reverse was caused by mutuals selling to raise cash for clients. I wish I would have paid better attention to the crowded trade theory. Now as this article points out, this stock is washed out - bad news for GOOG that is a see saw to AAPL.
Annaly Capital: Less Pre-Payments, More Profit Potential, More Secure Dividends [View article]
$NLY is a wonderful buy and long term hold for an IRA - no free rounds of golf from financial advisors making $10k a year off of you is the only downside. I use it as a 20% anchor position - yes it lowers my beta on a raging bull mkt like we have now, but I will take the conservative route - mind you I am still 8-12 years from pulling money.
Great article and I encourage investors to study $NLY performance over the past market crash periods
Cirrus Logic: A Case Of Mistaken Identity [View article]
I think George Kesarios on SA has hit the nail on the head and I am enjoying having $CRUS in my Jan LEAP Call action. People who say #CNBC #madmoney are pushing CRUS are wrong. Cramer threw them under the bus.
$five in swet spot of retail offering great pricing in the space beteen $DG and $wmt. I still see a very new company with solid strategy that will move up quickly
A nice little jump in consumer sentiment bodes well for automobile companies, according to CNBC's Phil LeBeau. The outlook for the industry looks extremely good with fresh models from automakers (F, GM, TM, FIATY.PK, HMC, NSANY.OB, VLKAY.PK) coinciding with structural pent-up demand and the uptick in sentiment. [View news story]
The Good News, The Bad News And What's Very Ugly [View article]
Market Share Trends Make Apple Look Vulnerable [View article]
Apple $395: Time To Give Up And Abandon Ship? [View article]
Market Share Trends Make Apple Look Vulnerable [View article]
"In my view, the best gauge of who is winning and who is loosing in the mobile market is the trend in market share and not profitability"
Take that one to the bank and ask for a $17B bond offering and get $50 Billion in demand.
Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK) [View news story]
Apple $395: Time To Give Up And Abandon Ship? [View article]
1) with r&d reported last earnings a growth of 40%
2) with a real p/e of 5
3) with new emerging market phone sold on monthly bill cycle
4) with VZN reporting strong numbers
5) with everybody hating the stock
6) with Cramer not pushing it
7) with nobody named piper or anybody else really being able to track supply chain change ups , i.e. CRUS
8) with Tim Cook totally worthless to the INVESTMENT COMMUNITY
9) with my money being in IRA
10) with this great article showing the lunacy in comparison to $GOOG ( Samsung and other companies are too diversified to know what they really make on tablets)
THE STOCK IS A SCREAMING BUY!
Apple $395: Time To Give Up And Abandon Ship? [View article]
The Reality Of Gold Today [View article]
$GLD is not down today because most margin calls have probably been covered or will be over next two days. Then we can get a nice 15% pop back up.
Disclosure - In GLD 50% at $150 and 50% at $131, 25% of IRA portfolio and holding until total market correction of expected 1200 points on the DOW
Cramer's Mad Money - Is Apple Bottoming? (4/2/13) [View article]
Cramer's Mad Money - Is Apple Bottoming? (4/2/13) [View article]
In Cramer's defense and other analysts AAPL ignores them so they have no reason to be optimistic. If one were to study financials on the company, the purchased in process inventory increases and 40% increase year over year of R&D personnel would offer them some hints.
Can you tell me the name of AAPL CFO without looking?
Apple: Too Cheap To Ignore? [View article]
I think the other missing factor not mentioned is stock mutual fund retail investor flows have finally turned positive over the past six weeks. One factor that caused AAPL to reverse was caused by mutuals selling to raise cash for clients. I wish I would have paid better attention to the crowded trade theory. Now as this article points out, this stock is washed out - bad news for GOOG that is a see saw to AAPL.
Annaly Capital: Less Pre-Payments, More Profit Potential, More Secure Dividends [View article]
Great article and I encourage investors to study $NLY performance over the past market crash periods
Cirrus Logic: A Case Of Mistaken Identity [View article]
3 Reasons To Avoid Five Below [View article]