harryjack

harryjack
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  • Fitbit Executives Have A Bright Future, But Business Prospects Long Term Remain In Doubt  [View article]
    FIT is just breaking the market with insurance companies who will give discounts for employee health programs. They have just started in several segments and expect the bottom today at earnings will show why AMZN has FIT as best seller in many categories of merchandise - this when AMZN is also growing rapidly, green flag for me!
    Jan 28, 2016. 02:20 PM | Likes Like |Link to Comment
  • Disney: Tumbling ESPN Subscribers Not A Worry For Me  [View article]
    I cannot get my mind around the entire company to drop at 2 X S&P drop rate (21% vs 11%) based on ESPN % contribution to total EPS? Isn't the ESPN story overweighted on shares?
    Jan 27, 2016. 04:13 PM | Likes Like |Link to Comment
  • Apple: China Telecom Data Points To Strong iPhone December Quarter  [View article]
    Great article!
    Jan 22, 2016. 03:55 PM | 4 Likes Like |Link to Comment
  • Apple: China Telecom Data Points To Strong iPhone December Quarter  [View article]
    Suppliers to AAPL are hard to read because of evolving relationships (or revolving door!) with their supply chain. I.E glass for phones today may be different than iPhone 7 glass, etc. AAPL is a great buy south of $110 and unfortunately gets hit by retail 401k outflow from S&P 500 funds proportionately over past three weeks.
    Jan 22, 2016. 03:55 PM | 5 Likes Like |Link to Comment
  • Netflix: Curb Your Enthusiasm  [View article]
    Netflix is recession proof as people just avoid theaters and watch movies at home, International is a boom
    Jan 20, 2016. 04:56 PM | 6 Likes Like |Link to Comment
  • My Thoughts On Netflix's Q4: Time To Take The Chips Off The Table?  [View article]
    I just added to Netflix, because if we do go in a recession people will be more entrenched into their homes and thus be viewing Netflix or other programming versus spending for theatre trip. Their International expansion is definitely worth it. Think of it as programming cost the numerator and subscribers world wide the denominator.
    Jan 20, 2016. 04:38 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: This Is A Dip I Will Not Buy Right Away  [View article]
    Bang on article. As a 58 year old looking a the big mountain we had climbed, I went 85% cash in September and bought 2017 QQQ Puts, languishing as the market churned. Now I live to tell the story fortunately. I would advise protection on volatility and by buying Puts against your portfolio as a hedge!
    Jan 18, 2016. 10:15 AM | 8 Likes Like |Link to Comment
  • The Market Drop Has Made Home Depot Shares A Buy  [View article]
    80% of HD merchandise has is available on AMZN down to 40 pounds of bird seed I let UPS haul to my front door. HD impact from AMZN though is arguably significantly less than a WMT
    Jan 18, 2016. 09:28 AM | Likes Like |Link to Comment
  • Tesla Disappoints With Q4 Deliveries  [View article]
    With all due respect, the writer is only showing what he has done before; giving us the latest take down from first of year projections - Elon loves spaceships - time dopes the matter for all these distractions. He needs to start hitting some numbers @jimcramer #teslasales
    Jan 4, 2016. 07:00 AM | 1 Like Like |Link to Comment
  • Tesla Disappoints With Q4 Deliveries  [View article]
    Production numbers are one thing, what about hard sales? What % of X reservationists actually bought. I can sign up to buy anything with a refundable deposit. Maybe I will go reserve a Tesla to see how easy it is. Can you do it online? Proof of financial capability to pay for reservationists?
    Jan 4, 2016. 06:57 AM | 1 Like Like |Link to Comment
  • Tesla Disappoints With Q4 Deliveries  [View article]
    Buying $Tsla for other than your personal financial gain really only is self fulfilling to the cult investor community. Today is already ugly
    Jan 4, 2016. 06:53 AM | 1 Like Like |Link to Comment
  • Tesla Disappoints With Q4 Deliveries  [View article]
    I totally disagree with this point except as they try a to put these customized manufacturing nightmares to rest. The law of doubling kicks in, so while the lesser valued firms are making millions of cars (every automaker grew production at least 30% over the past three years on primarily plant expansions.
    Jan 4, 2016. 06:51 AM | Likes Like |Link to Comment
  • Fitbit: How You Can Be Right And Still Lose Money  [View article]
    I think your point invalidates the article because of the low stock price at close. Stock will jump and Barons will jump on the "band" wagon with an article. Article's points would make sense at $42.
    Dec 27, 2015. 07:44 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators: The Hidden Diamond In Tilson's 'I'm Covering' Reasoning  [View article]
    Hard to beat the big guys at their own GAME
    Dec 15, 2015. 09:27 AM | 2 Likes Like |Link to Comment
  • TVIX: A Reverse Split Of Shares On This Volatility Product - What Does It Mean For You?  [View article]
    I agree that the TVIX is a poor instrument to invest in for 99% of us. I learned.
    Dec 9, 2015. 08:08 PM | Likes Like |Link to Comment
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