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Flash52

Flash52
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  • Market Wrongly Undervaluing Kinder Morgan Energy Partners [View article]
    CAGR stand for what?
    Dec 27 12:27 AM | Likes Like |Link to Comment
  • Even With Negative FCF, Apple Still Undervalued [View article]
    Keynes had it right, "“The market can stay irrational longer than you can stay solvent.”

    However, BP , HP, CSCO all bounced and they aren't anywhere near as good a company as AAPL. Interestingly, a recent change by the board and Tim Cook to change Cook's compensation to tie the majority of it to stock price has generated little comment. It seems either Mr Cook initiated or was fully on board with the change which implies he thinks the stock price is under valued and will go up significantly. He has a lot of incentive to boost the stock price.
    Jul 9 11:42 AM | 1 Like Like |Link to Comment
  • Jim Cramer explains his quick turnaround on Linn Energy (LINE -14.1%) after yesterday's rout: "I did like the company, but they're being examined... you can't have even examinations of accounting irregularities... accounting irregularities equals sell." As recently as June 19, Cramer had passionately defended the stock. LNCO -11%[View news story]
    In this hair trigger low volume market which immediately sells any perceived bad news, doesn't take much to move a stock. As a trade, selling on the Barron article proved to be right, as an investment, I think Cooperman will be right.

    Ps. Bought BP at 28 because I thought that was over done as well. Plan on buying more LINE as soon as I see a floor.
    Jul 6 11:51 AM | 1 Like Like |Link to Comment
  • Jim Cramer explains his quick turnaround on Linn Energy (LINE -14.1%) after yesterday's rout: "I did like the company, but they're being examined... you can't have even examinations of accounting irregularities... accounting irregularities equals sell." As recently as June 19, Cramer had passionately defended the stock. LNCO -11%[View news story]
    This is a Bear Raid pure and simple. With the pending merger with Berry, raiders saw and opportunity to put the deal in question by raising questions about accounting. I think the doubts about the Berry deal are a bigger hit on the stock then the accounting issue. Leon Cooperman, who's one of the smartest and conservative investor on the street, says he's done his due diligence, is comfortable with Line's accounting and the company is worth 40 bucks even without Berry. I'll trust Cooperman over Baron's any day. Looking at the options chains, their is a lot of interest in the out of the money calls.
    Jul 3 01:29 PM | 8 Likes Like |Link to Comment
  • Pro Traders Never Mention These Secrets [View article]
    If you're a short term trader, then you're out gunned by the pros and high speed traders. Wonder why we have mini flash crashes? High speed computers can probe where the stops are by putting out buy orders then cancel the order in milli seconds. If there is enough stops at a certain price then the computers will sell to drive the price below the stops to force selling then buy for the pop. (Legalized front running) Think the SEC has your back? Think again. Invest over months or years and keep your stop losses in your head not with your broker.

    Oh by the way, notice the unusual option trading before the buy out of some company? Don't count on the SEC !
    May 12 10:19 PM | 4 Likes Like |Link to Comment
  • Intel (INTC) has held talks with Apple (AAPL) about manufacturing its (ARM-based) A-series mobile processors, a "source close to one of the companies" tells Reuters. The rumor comes shortly after Intel landed Altera as a client, and a report it had landed Cisco. Intel's manufacturing process edge - whereas TSMC/Samsung are at 28nm, Intel is at 22nm - could appeal to Apple. Reports have been around for a while that Apple is thinking of using its A-series chips in Macs, instead of Intel CPUs. [View news story]
    So how does replacing your own chips with the manufacturing of someone else's chips increase EPS? Can't imagine the the margin would be higher.
    Mar 7 10:38 AM | 1 Like Like |Link to Comment
  • Top Line Sales And Profit Growth Falter As The Dow Approaches All Time Highs [View article]
    Computer trading? Buy low, stop the sell off , get the retail investor to buy back in and sell higher. Seems like a good strategy with the overall low volumes in the market.
    Mar 2 11:38 AM | Likes Like |Link to Comment
  • Apple Still Has A Bright Future [View article]
    "because , as most of us , I see a correction in the S &P in the next days."

    "Most of us" is usually wrong.
    Feb 21 12:40 AM | Likes Like |Link to Comment
  • What BP really thinks of Russia: It’s corrupt, inefficient and dominated by Putin’s security friends, according to internal documents. Despite its acrimonious exit from TNK-BP, the company is staying in the country, as it is keeping its oil products operations there and plans to hike its stake in Rosneft to 19.8%. So BP's public upbeat pronouncements hardly match its blunt private views. [View news story]
    Duh, now there's a news flash. BP must think they have Putin and company bought but these guys are adverse to anybody making money in Russia except themselves and they'll stay bought only until the investments and infastructure are made. Then BP will be squeezed out with some excuse such as taxes. BP is probably good for a trade as it will pop once it settles over the gulf spill but after that I'd sell.
    Feb 14 11:13 AM | 1 Like Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    Margins are important but the bottom line is more so. If Apple sells a bunch more iPhones, even at a lower margin, earnings will increase. Apple has miss the move in the 3rd world where Samsung, HTC etc have been eating Apple's lunch and a cheaper iPhone will address that and drive more customers to ITunes. I grant you that future innovation is an open question, maps being an example, but jobs had plenty of boners as well and Cook took action and fired those responsible. I think the innovation question will hang on whether Ivey, a collaborator of Jobs in design, can assume Jobs mantle.
    Jan 9 05:34 PM | Likes Like |Link to Comment
  • More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous[View news story]
    And Mom would tell her son that his present is the Worst she's ever received? :-)
    Dec 28 01:49 PM | 2 Likes Like |Link to Comment
  • Putting Apple's (AAPL -1.4%) recent moves in perspective: the company entered 2012 with a P/E of 11.53 (not counting its cash balance), and is leaving with a P/E of 11.69. But shares are still up 25% YTD, thanks to the earnings growth seen over the interim. Earnings are expected to rise 17% in FY13 (ends in September), and revenue 22%. [View news story]
    Apple isn't close to a dot com bubble company! The PE is 11 not 200 or 300 like a lot of dot com companies if they had any earnings at all. Apple is cash rich and a marketing machine. Yes the vision thing is a concern after Jobs death but the shakeup in management and the promotion of Jony Ive, a close collaborator in design with Jobs, bodes well I believe .
    Dec 27 04:30 AM | Likes Like |Link to Comment
  • Apple: Gross Margin Conundrum Explained [View article]
    With Microsoft trading at a PE of 14.5 and Apple at 11.5, it's hard to believe that Apple isn't way undervalued particularly if you back out their 100 billion in cash. Just picked up another 200 shares at 506.
    Dec 19 12:56 AM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Apple routinely falls off after earnings or product introductions. This sell off has been compounded by tax drIven considerations due to deficit reduction talks and I expect robust buying of the stock in january as traders get back In to the stock.
    Dec 18 05:16 AM | 1 Like Like |Link to Comment
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