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bigazul

bigazul
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  • What Now After A Miserable Monday? [View article]
    Eric, great presentation of data. Can anyone give a better argument for diversification?
    Feb 3 07:02 PM | 2 Likes Like |Link to Comment
  • What Now After A Miserable Monday? [View article]
    there are some great companies that are already down to good value. You can't fight the market, but you can make small buys whenever you see that value...if you have some cash. The best investments are usually already on their way back up when the market puts a bottom in.
    Feb 3 07:00 PM | 3 Likes Like |Link to Comment
  • What Now After A Miserable Monday? [View article]
    a fraudulent one.
    Feb 3 06:52 PM | 19 Likes Like |Link to Comment
  • Microsoft Stock Plus Dividends: Better Than Bonds [View article]
    While the momentum will pull MSFT down some more (most likely), let us not forget that the news (not so sure it was bad) was also on the ex-div day...compounding the fall. Personally, I'm thinking most of the bad news is baked in.

    I'm not adding yet, but it's on my list.
    Nov 13 08:01 PM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT), whose tablet launch this week drew a bit of media attention, may also be developing its own smartphone, "industry sources" tell Nomura's Rick Sherlund. If the rumor is true, Nokia (NOK), which has bet its increasingly threatened future on Windows Phone, can't be thrilled about it. (Windows Phone 8)  [View news story]
    MSFT will end up jobbing phone and tablet production out if they end up having a hit.
    Jun 21 04:32 PM | Likes Like |Link to Comment
  • Tesla: Model S Launch Marks The Start Of An Empire [View article]
    Then invest in it, dude.
    Jun 19 04:07 PM | Likes Like |Link to Comment
  • Tesla: Model S Launch Marks The Start Of An Empire [View article]
    you didn't get my comment.

    The established car companies can move into this segment at their leisure. They don't need to rush. All they need to do is get a foot-hold on any percentage of their old customers and Tesla will forever be a boutique company. The fact is that the technology is not so revolutionary that it protects any "assumed" future market share.

    Tesla will, most likely, never make a profit. I hope it does...but I not betting on it.
    Jun 19 03:46 PM | Likes Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    Many of the tech-review websites have been pretty positive today.
    Jun 19 03:29 PM | 2 Likes Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    agreed.
    Jun 19 03:03 PM | 1 Like Like |Link to Comment
  • Though analysts are impressed with Microsoft Surface (MSFT +3.7%), few see it as a huge threat to the iPad (AAPL +0.6%). Jefferies' Peter Misek thinks Microsoft will need to "significantly undercut" the iPad on pricing (something that's unlikely given its specs) to be competitive, and argues the iPad's 225K+ apps set it apart. However, Forrester's David Johnson believes Windows RT's management features, user interface, and Office support will appeal to enterprise users.  (more)  [View news story]
    The pre-loaded Office is the best part.
    Jun 19 02:29 PM | 3 Likes Like |Link to Comment
  • Tesla: Model S Launch Marks The Start Of An Empire [View article]
    I'm rooting for TSLA, I would love to see a new auto-maker enter, and remain, in the market. What keeps me from investing is the fact that the biggies can afford to enter that market slowly; and over time, use their deep distribution channels to overwhelm a company like TSLA before the exponential growth digs in.
    Jun 19 02:10 PM | 2 Likes Like |Link to Comment
  • Natural Gas: The Buy Of The Decade [View article]
    All the so-called experts have been trying to call the Natgas market bottom for months and months. Up to this point they have all been wrong.

    With all the capped supply that is easily introduced back into the stream, prices are more likely to trade in a low range for quite awhile, rather than begin a new trend up.
    Jun 16 07:14 PM | 3 Likes Like |Link to Comment
  • Eaton's Bold Acquisition Makes It An Even Stronger Buy [View article]
    Another article that explains the deal structure.

    http://seekingalpha.co...
    Jun 15 07:57 AM | Likes Like |Link to Comment
  • How Much Will Microsoft Raise Its Dividend? [View article]
    The Summer is still young. I'm long also, but I think we'll see the middle part of last year's trading range ($26-27) hit in the next few months. There's just too much chaos in the world markets.

    As for the dividend, I don't think they'll slow down until they are on par with the likes of INTC, MCHP, etc.

    Long and re-investing: MSFT, INTC and MCHP
    Jun 15 07:49 AM | Likes Like |Link to Comment
  • Why Dividend Stocks Will Significantly Lag Cyclicals Over The Next 5 Years [View article]
    How anyone can make so many assumptions on the world macro is , well, suspect. From my viewpoint, the risk is going against materials, industrials and banking for the next 12-36 months.

    So let's do some back-testing then...with an extreme example. I took my first position in MO in 1988...pretty hard to beat. I can't even figure out what the total return has been.

    Seriously though, this argument is stupid because a well diversified portfolio, built to last, has cyclicals built into it, my average weighting is about 10-15%. I have been a long-term holder of CVX and FCX, and have been building a position in ETN for the past year. Still uninterested in banks. I nibble when the market goes pitch black, trim when things get out of balance and re-invest dividends the all of the time. BUT, at no time do I leverage my accounts to what my guess of the cycle is.
    Jun 13 06:39 PM | 8 Likes Like |Link to Comment
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