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  • Rite Aid Still Offers Upside With Acquisitions And In-Store Plans [View article]
    Demoghraphic, PEG, comp analytics, RAD is also owner of great real estate. Great article, my favorite stock.
    Apr 18 01:35 PM | Likes Like |Link to Comment
  • Why I'm Buying Aviat Networks Hand Over Fist [View article]
    The macro market force of LTE build out is huge (tried to get a signal on your new iPhone?) and ATT estimates four years of accelerated build out - Aviat is a key player and run by experienced Telco pros. I remain surprised they have not been swept up as author suggests given their very low market cap.
    Apr 18 09:26 AM | Likes Like |Link to Comment
  • Buy Rite Aid Ahead Of Earnings [View article]
    Done! $RAD is a strong buy I agree. Doubled position today based also on stabilization of capital.
    Apr 9 03:20 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - I'm Worried About Tesla (2/25/14) [View article]
    My advice to take out the emotion is to put in a stop order at the price that is not so low that you will not say later "I wish I would have sold" or sell 50% and let the rest ride! Lock your profits! Why not? Great buy decision before - in no man's land now!
    Feb 26 10:30 AM | Likes Like |Link to Comment
  • Why Now Is A Great Time To Buy Cree [View article]
    Great call! The article timing was just at the pivot up to the 65 range. A lot of times folks forget to check back to see which one of the fortune tellers are right!
    Jan 26 08:58 AM | Likes Like |Link to Comment
  • Cree: Staying On The Right Path [View article]
    CREE is a great company and has a lot of "R" spending funded by bulb sales that is giving them a nice edge on the competition.
    Jan 26 08:57 AM | 1 Like Like |Link to Comment
  • UPS lowers guidance after logistical challenges crop up [View news story]
    Bullish as well, AMZN seems to be the last to the table to whine about the holiday and UPS delivers 90% of my AMZN packages. I am very bullish on AMZN as well. Negative articles abound about AMZN and UPS build up of capacity. Pilots are giving way to trucks as AMZN pushes distribution toward the customers.
    Jan 17 01:24 PM | Likes Like |Link to Comment
  • Which retailers like a lot of snow? [View news story]
    $HD store locations are favorable for snow battling homeowners. Just in time as January is usually a dead month for traffic. With stable underpinning, great stock for snow play.
    Jan 9 01:54 PM | Likes Like |Link to Comment
  • Ugly forecast from Family Dollar could resonate in sector [View news story]
    $FDO pulling down $FIVE is not logical as $FIVE is on totally different playing field relating to product mix, store expansion being in earlier phase, and $FIVE had strong seasonal product offerings for holidays. Financially, FIVE also much more conservative. $FIVE is a buy on the dip.
    Jan 9 01:54 PM | Likes Like |Link to Comment
  • 7 Reasons This $7 Stock Has Caught My Eye [View article]
    Great call in SA article in April - I am spending some time today looking at how history proves/disproves "old" articles. Confession: was in stock and got out, my bad! $MTOR. #bretjensen
    Dec 31 09:19 PM | Likes Like |Link to Comment
  • Stratasys Set To Grow [View article]
    Timely article . I jumped in when this article was written and do not believe we are getting toppy. They are in too many segments that have low penetration. Nice analysis that is proving the test of time with 30% gain $ssys #IAERESARCH
    Dec 31 02:52 PM | Likes Like |Link to Comment
  • Five Below Drop Provides Perfect Holiday Buying Opportunity [View article]
    Finally shaking loose today. Expect fast rebound with solid marketing segment focus and store expansion.
    Dec 30 05:57 PM | Likes Like |Link to Comment
  • This Apple Supply-Chain Stock Is Now Too Cheap To Ignore [View article]
    I agree, and think that while $JBL is oversold, I am staying away. I sold at $22 to get into $BRCM which has not been overly spectacular either. I am finding this market segment tough to navigate. Holding small positions in BRCM and QCOM via January Calls. #cn_habs do you have any recommendations?
    Dec 19 08:45 AM | Likes Like |Link to Comment
  • What Hedge Fund Analysts Are Saying About Rite Aid [View article]
    It is amazing the stock has such a low PE with so much appreciation. Earnings this quarter are going to be a watershed event.
    Dec 18 10:02 PM | 2 Likes Like |Link to Comment
  • Apple roundup: Mac sales, iAd, projector-based PC, Dialog Semi [View news story]
    The key IMO is $AAPL is now clicking on all cylinders. The patent I feel will bridge with earlier patents bought from my old company, the infamous Nortel Networks for $4B that included "TV" (we need to stop thinking about TV's as a standalone display) AND Internet protocol integration for Netflix, cable replacement and the like.

    Current products for tablet, cell, and PC are all best of breed and as supplier indications have shown are driving good supply for Christmas.
    Dec 18 05:15 AM | Likes Like |Link to Comment