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  • Another day of pain for energy stocks [View news story]
    The Saudis are trying to squeeze high-cost producers out, especially highly-leveraged American fracking firms, in addition to causing major pain to all their geopolitical foes. Add in a less-cold-than-usual winter, and I wouldn't be shocked to see oil prices dip into the $40s. They'll recover afterwards I'm sure, but not until either at least a few producers die or Putin stops playing war and western sanctions ease.

    If I'm wrong, then fine, I'm a $HAL shareholder, I'll gladly take prices (and hopefully capex) returning to normal. But I honestly expect that name to stay red through at least June.
    Dec 12, 2014. 09:34 AM | Likes Like |Link to Comment
  • Another day of pain for energy stocks [View news story]
    I don't think we're anywhere near the bottom yet, and I'm fine with that. Got plenty of dry powder to toss into energy after it looks like the worst is through.
    Dec 10, 2014. 02:33 PM | 4 Likes Like |Link to Comment
  • Microsoft beats by $0.05, beats on revenue [View news story]
    Love how MSFT can make this kind of revenue through the debacle that was Windows 8. The best is yet to come!
    Oct 23, 2014. 04:40 PM | 3 Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    I'm tempted to sell now, then buy back next time the analysts start screaming that the sky is falling. Happens so often and everyone always seems to believe it, that it might pay off.
    Oct 14, 2014. 04:15 PM | 4 Likes Like |Link to Comment
  • Intel beats estimates, issues solid guidance [View news story]
    So much for $MCHP's warning.
    Oct 14, 2014. 04:07 PM | 9 Likes Like |Link to Comment
  • Intel, other chip stocks hit hard by Microchip's warning [View news story]
    If you think they're inaccurate, buy on the dip.

    Long $INTC.
    Oct 10, 2014. 10:25 AM | 6 Likes Like |Link to Comment
  • Sell Microsoft Until $40 Amid Nokia Problems [View article]
    I doubt you'll see the stock back down at $40 any time soon.

    At a worst case, I expect Microsoft to mirror Yahoo's performance since Marissa Mayer took over. Everyone's excited by the new guy helming a stumbling big tech turn-around, so the stock is going to keep going up so long as it just looks like progress is being made. Even if there's no change to the balance sheet. I give it 18 months; if there's real measurable progress at that point, I'll stay in, otherwise I expect the stock to have been run up mightily high and will make a nice profit for me before stagnation sets in.
    Jul 23, 2014. 08:04 AM | Likes Like |Link to Comment
  • Intel issues solid guidance, adds $20B to buyback [View news story]
    I liked $INTC's buyback when it was in the low $20s, not as much a fan of it in the low $30s, but even that's not too bad if it's going to $35-$40 within the next year or two. I am concerned about buying back just to hit EPS targets, (see $IBM), but I don't think we're there yet.

    Long, but cautious.
    Jul 16, 2014. 09:55 AM | Likes Like |Link to Comment
  • Nadella memo hints at big Microsoft product changes [View news story]
    I see X-Box's role in the Microsoft organization the same way as NASCAR is to Ford and GM. A fun little promotional endeavor that also spurs some very competition-focused R&D. Glad Nadella confirms he wants to keep it. Happily long $MSFT.
    Jul 10, 2014. 11:33 AM | 5 Likes Like |Link to Comment
  • BofI Pops: Post-Earnings Analysis [View article]
    I am a firm believer in internet banking in general, and BOFI in particular, but I still sold off my position in BOFI entirely back in September (at a tidy profit) because I felt the stock had far exceeded its true value. I still feel that way. The fact that these folks were able to pull this quarter off speaks volumes about their ability to spot trends early and take advantage, but I wouldn't invest at 3x book even if Warren Buffett was running the company. I just don't see how they can grow book quickly enough to justify the price, money just doesn't move that fast in retail banking. If they can't, there will be a dip even worse than the ~15% it dropped pre-earnings this quarter. When it does, if the story looks the same, I'll be back in with both feet.
    Nov 6, 2013. 11:56 AM | Likes Like |Link to Comment
  • Microsoft beats estimates, shares rise [View news story]
    Love it. Makes up for my IBM miss.
    Oct 24, 2013. 04:16 PM | 4 Likes Like |Link to Comment
  • Does Microsoft Get The Message Yet? [View article]
    I could understand developing Windows RT as a hedge against Intel not getting their head in the game and making a mobile-ready chip. I could even understand going ahead with making the device just in case that chip ended up a piece of trash. But nearly a billion write-down over it? Very disappointing, but more or less par for the course under Ballmer.

    And yet I'm still long MSFT. Says a lot about their structural advantages that the company is still a cash machine even with Ballmer at the helm. I'll pick up more if it drops below $30.
    Jul 19, 2013. 04:50 PM | 3 Likes Like |Link to Comment
  • Nokia's Turnaround Underway As Lumia 521 Sells Out In Wal-Mart [View article]
    You expect to find a helpful and knowledgeable sales force at WalMart?
    May 7, 2013. 12:34 PM | 27 Likes Like |Link to Comment
  • My 'Young Investor' Portfolio And Why It Works For Me [View article]
    I'm in my early 30s, so I might be a bit older than your target audience, but my core portfolio looks very similar to yours. Long GE & INTC, but I have BOFI instead of EBAY as my pure growth play.

    I'm curious, did you intend to stick with only tech and energy firms when you began investing? I ask because my strategy has been to stick with stocks that I can understand, from their product to their business plan to their their customers, and this has lead me to be very heavily-weighted towards tech and financials.

    Great article, look forward to more!
    Apr 24, 2013. 12:35 PM | Likes Like |Link to Comment
  • Microsoft, Cisco And Apple: The New Generation Of Dividend Champions [View article]
    A 25%+ dividend boost by AAPL would send a strong signal to investors that it is embracing its new role as a value company. Failing to do so will tell investors that it still thinks it's a disruptive innovator, and that with the next blockbuster on the way they don't need to pay out a bigger dividend.

    The two are not mutually exclusive, but I get the impression that AAPL's corporate culture views it as such.
    Apr 23, 2013. 12:37 PM | Likes Like |Link to Comment