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  • Bank Of America: The Crowd Is Dead Wrong [View article]
    I'm done
    May 15, 2014. 11:23 AM | 4 Likes Like |Link to Comment
  • Bank Of America: The Crowd Is Dead Wrong [View article]
    you extended a long-term trend from the Oct and Nov lows.
    May 15, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Bank Of America: The Crowd Is Dead Wrong [View article]
    I'd like to point out that using a tend-line that was established in a 30-day period (top graphic) and then projecting that out for a long-term period is a dangerous justification.

    BTW, not touching BAC with a ten-foot pole.
    May 15, 2014. 10:07 AM | 4 Likes Like |Link to Comment
  • Kraft Foods: Investors Remain Aware; Price Weakness Is The Right Time To Buy [View article]
    Own it, not adding here. Big El Nino predicted for this year...may put quite a bit of pressure on food based commodities.
    May 15, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • I Just Can't Sell Starbucks, Even With A 9% Drop Year-To-Date [View article]
    SBUX is dealing as much with a technical breakdown as any other factor. I have it in the IRA, and am happy to keep it there for now. The greater story has not changed, just the type of growth. I would add some more also, but I'm looking for some sort of capitulation first, which may or may not ever happen.
    May 14, 2014. 12:15 PM | 1 Like Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Good stuff as always. It's good to see REXX digging in their heals a bit. I bet REXX is hoping and praying that the 15% "extraction tax" doesn't get pushed through in PA. It's a big campaign point for the Democrats here.
    May 14, 2014. 11:11 AM | Likes Like |Link to Comment
  • Kimberly-Clark Is A Safe Bet [View article]
    The whole sector is expensive at this point and I own a few in here. I'm not saying that it's going to go down a lot, but don't expect much cap. appreciation over the next 12-24.
    May 12, 2014. 12:56 PM | Likes Like |Link to Comment
  • Target Corp.: Dividend Darling Or Deadbeat Dud? [View article]
    Took a half position in Feb. Interestingly enough, new bad news did not mean a new far.
    May 12, 2014. 12:22 PM | Likes Like |Link to Comment
  • Too Much Love At Qualcomm? [View article]
    The better question is... what's to keep China honest about the patents in general?
    May 12, 2014. 09:46 AM | 1 Like Like |Link to Comment
  • Too Much Love At Qualcomm? [View article]
    I'll be adding in the IRA at $75.
    May 9, 2014. 12:17 PM | 2 Likes Like |Link to Comment
  • Can Clean Energy Fuels Bounce Back? [View article]
    Here's my issue with CLNE. What happens when the big gasoline/diesel distributors decide it's time to jump in? Yes, there is the obvious initial capex to deal with, but the property is bought and paid for.
    May 9, 2014. 12:12 PM | Likes Like |Link to Comment
  • Buy Apple As It Gets Serious About Inorganic Growth [View article]
    Jobs is rolling in his grave.
    May 9, 2014. 09:50 AM | 3 Likes Like |Link to Comment
  • Your Favorite Beloved Tech Stock Was Just A Giant Macro Bet [View article]
    Merc, your presentation is always thought provoking for me. Good stuff, all of it. But I think I can summarize your article in fewer words: The sucker's market is in play.

    If this market sentiment continues for a few months just wait until late summer-time volumes are thrown into the mix.
    May 8, 2014. 11:02 AM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Leads 20 Best Value Long-Term Bond Trades [View article]
    predicting inflation five years out is brave, to say the least. Inflation is never predicted accurately before it takes root. Best to diversify your assets and spread your risk. Nobody seems to remember that you can hold bonds to maturity also...not sexy enough, I guess.
    Apr 29, 2014. 09:52 AM | Likes Like |Link to Comment
  • Are Any High Quality Companies Decently Valued At The Moment? [View article]
    Always good reading sir. The group as a whole is pricey right now. I'm actually using this period to do the first half of my occasional rebalancing....the trimming of certain positions (I keep a 10% rule in my retirement account and a 7% rule in my taxable).
    Apr 28, 2014. 12:20 PM | Likes Like |Link to Comment