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Dr Joseph Haluska

Dr Joseph Haluska
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  • Micron Deal Likely To Get Washington Nod [View article]
    'scuze me too. This is so ridiculous, it's surreal. It's putting lipstick on a political pig. Someone is seriously delusional, I think.
    Jul 19, 2015. 07:28 AM | 9 Likes Like |Link to Comment
  • Investors quickly pour $1B into junk-bond ETFs [View news story]
    I'll bet it's technical too. Technically a great bottom to be buying some great yield.....
    Jul 15, 2015. 02:05 PM | 3 Likes Like |Link to Comment
  • Why Cummins Stock Is An Opportunity Right Now [View article]
    Agree, Arie. With CMI near a 2 year low and all the positives you've noted, I'm considering selling puts near the current price, more or less, to collect premium and maybe lock in value to add to my long term position.
    Jul 15, 2015. 01:57 PM | 4 Likes Like |Link to Comment
  • Linn Energy Death Watch Count Down [View article]
    Agree. Somewhere in here is the story of what's wrong with SA. I am certainly no qualified judge, but quality, seems to me, has deteriorated. One less follower......
    Jul 15, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • PayPal: Interesting At $44 Billion [View article]
    My gut feeling/understanding is that EBAY has been an oppositional, repressive, counter-productive, failure of a company for users/sellers and investors alike--with a stock price not much ahead of where it was 10 years ago. PYPL, on the other hand, is in the sweet spot of everything that is profitable about the buying/selling business on a huge scale. Like a tightly wound spring, unencumbered by the millstone about to be cut loose, I see this company skyrocketing in value and productivity. The stuff fortunes are made of. All this time, hiding in plain sight.....
    Jul 14, 2015. 11:50 PM | 5 Likes Like |Link to Comment
  • Yellen reiterates need for rate hike this year [View news story]
    I think I've read at least twice recently that the IMF has publically requested that the FED not raise interest rates (soon) at the risk of destabilizing the world economy. This is pretty unusual. It seems to me we have not come out of this recession, which has dragged on and on, and this "bull" market is no such thing, but more a feeble attempt to catch up. I thought interest rates were raised to cool off a too-strong economy, to contain inflation. I don't see either. And I think raising interest rates and putting pressure on the global economy will just make America even more hated than it is now. I hope this election brings in some real leaders....
    Jul 11, 2015. 09:21 AM | 3 Likes Like |Link to Comment
  • Exxon Mobil: Why Not Use The Crude Oil Sell-Off To Buy This Almost 4%-Yielding Rock-Solid Dividend Payer? [View article]
    I agree with the author.....
    it certainly is a judgment call: given the chance, would you choose to buy an outstanding company at a good price, or a good company at a great price?
    I will never forget that XOM had a better credit rating during the financial crisis than did the US Government (or so I was lead to understand).
    Others may disagree, but I believe it is judicious to answer the door when opportunity knocks, and this is an uncommon XOM opportunity.
    Jul 9, 2015. 01:56 AM | 8 Likes Like |Link to Comment
  • Not Paying Much For Growth At AllianceBernstein [View article]
    A veritable diamond in the rough.....
    Jul 8, 2015. 01:43 PM | Likes Like |Link to Comment
  • Qualcomm's CEO Sad Admission [View article]
    ...."But now we are in a position where you know looking at things like how much we are spending in R&D, are we getting the right return for R&D, are people in the right place, are we getting leverage in our supply chain" -transcript from Seeking Alpha"
    I disagree with the interpretation of this statement.
    Jul 7, 2015. 12:34 PM | 5 Likes Like |Link to Comment
  • Greek Moves Test ECB Resolve On Europe [View article]
    Thank you for the best explanation I've heard on this. May diplomacy prevail over emotion.
    Jun 30, 2015. 05:04 AM | Likes Like |Link to Comment
  • Why Phillips 66 Stock Is A Buy Right Now [View article]
    I have a couple thoughts about your comment:
    1. "Stopped reading at the discosure", you didn't read the article, and have nothing to contribute to this discussion, other than you believe if an analyst doesn't own the stock, his recommendation isn't worth reading. I disagree. I think I have read every article Mr. Goren has written on SA, and I respect his analysis and opinion as much as or more than any other contributor here. Whether he owns the stock he's analyzing or not has nothing to do with it.
    2. "don't own it and don't plan on it, but you all go ahead and buy"....well, this is clearly a misquote. The disclaimer says noting of the sort, and your misquote reflects your bias. In my opinion you owe the author an apology for what you have implied.
    Jun 30, 2015. 01:54 AM | 7 Likes Like |Link to Comment
  • Taper Tantrum II: Another Fixed-Income Buying Opportunity? [View article]
    ...George, astute and timely. I count several books that could be written based on the info you touched on here. I'll look forward to following you and your insight in this area. Thank you.
    Jun 30, 2015. 01:19 AM | Likes Like |Link to Comment
  • Why Flextronics International Stock Is A Good Investment Opportunity [View article]
    I admire all your work, Arie. Your thinking, analysis, and perspective. But none more than those companies that you feel are "a smart LONG TERM investment".
    Jun 28, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • Rite Aid Can Be Trusted To Generate Strong Financial Numbers Going Forward [View article]
    I'm long RAD, but...
    "I believe the growth investments will keep its profitability and margins pressurized in the near term"....
    I think something better happen for the shareholders soon, or this is just going to end up a target for someone to pick up, split up, and wrap up.....
    Jun 26, 2015. 03:33 AM | 7 Likes Like |Link to Comment
  • Disney up 0.4% after 15% dividend bump [View news story]
    I recommend they change that semi-annual dividend to a monthly one--and increase the shareholder base by the 75 million kids in this country. Practically every parent and grandparent that invests would be buying DIS stock for kids to see money coming in EVERY month. And then.....Warren Buffett dolls.....
    Jun 25, 2015. 01:40 AM | 3 Likes Like |Link to Comment