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bigazul

bigazul
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  • Salesforce.com Can't Tell You Where Its Revenues Come From [View article]
    These are the stories that will force me to check in on Cramer. He's ran to the defense of this company for years.
    Mar 7, 2014. 02:58 PM | Likes Like |Link to Comment
  • Russian meddling could mean big headaches for some big oil companies [View news story]
    Stupidly written "news brief." At no time was Russia invading western Ukraine. Keep your CVX, it's a drop in the bucket for them anyway.
    Mar 5, 2014. 11:38 AM | Likes Like |Link to Comment
  • Brookfield Infrastructure Partners: Why This Little-Known MLP Is Trading At A 45% Discount [View article]
    This is one of my "go-to" adds when the market has one of those blood in the streets days. I keep a GTC order on it. Would like to add some more...last add was Fall 2011, but still waiting for a deeper discount.

    One thing to remember is that there is some emerging market risk/exposure with these units. Some of the assets are also located in socialist-leaning countries.

    What I like about BIP is the discipline it has in acquisitions. They don't chase bids. If they don't get their price, they walk.
    Mar 4, 2014. 02:39 PM | 1 Like Like |Link to Comment
  • Sell Disney - It Is Too Expensive [View article]
    What are your goals for the investment? Depending on the size of your position, I think a better option would to be to sell a percentage of your holdings, perhaps half. But the technicals are just too strong on this company to just sell outright.
    Mar 4, 2014. 10:21 AM | 3 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    If you use KMR's payout for other purposes, like income, there's your answer. If you're holding it as an investment, KMR...you're leaving money on the table if you don't.
    Mar 2, 2014. 11:12 AM | 4 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    Good article...and well timed. Many people are confused on this company right now.
    Mar 2, 2014. 11:07 AM | 4 Likes Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    I'm actually a fan of KMR. It's consistently discounted (pays in shares, rather than $). I'm also looking at KMI (the best place for the long run, because of the structure of the partnership) but I think we'll get one last plunge in price first. The trend is still down.

    Looking long-term, there are spin-out opportunities in this company also.
    Mar 2, 2014. 11:06 AM | 6 Likes Like |Link to Comment
  • Market Valuation, Inflation And Treasury Yields: Clues From The Past [View article]
    Doug, excellent presentation. Makes a person wonder if buying dips is actually prudent at this point...which I've been doing selectively. A couple of random points:

    -Tapering aside, the Fed will never be able to liquidate its balance sheet. They are going to have to hold it to maturity. The growth just isn't there for anything else.
    -While this is uncharted territory, the world-wide structural debt levels (in terms of percentages) have been seen before. The results always ended up in a massive revaluation of all assets.
    Feb 5, 2014. 11:57 AM | Likes Like |Link to Comment
  • What Now After A Miserable Monday? [View article]
    Eric, great presentation of data. Can anyone give a better argument for diversification?
    Feb 3, 2014. 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, 2014. 07:00 PM | 3 Likes Like |Link to Comment
  • What Now After A Miserable Monday? [View article]
    a fraudulent one.
    Feb 3, 2014. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 03:46 PM | Likes Like |Link to Comment
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