Seeking Alpha


Send Message
View as an RSS Feed
View Edub's Comments BY TICKER:
Latest  |  Highest rated
  • AT&T's DirecTV Acquisition: The Cons Outweigh The Pros [View article]
    My kids, and probably most everyone in their generation, will not be cord-cutters .. they will be cord-nevers. They have zero interest in bundled TV, whether it be via cable or satellite.

    Unless there is something I'm missing, I don't see how this acquisition helps T move into the future where customers demand À la carte content. However, this doesn't have to be streaming. Personally, my internet connection chokes on the multiple streams required for family members with different interests. I would rather have content downloaded at a trickle or during off-peak hours and watch it at some later time.

    The world's internet pipes will become permanently plugged if EVERYONE is streaming!
    May 21, 2014. 12:17 PM | Likes Like |Link to Comment
  • Intel Has Lost Mobile War To Moore's Law [View article]
    I can't imagine bothering with a 1% position in anything. I target 5%, as it seems reasonable that, at most, I might come up with 20 trades with which I have a high degree of confidence at any particular time. Currently, I've only got 12 stock positions and I've been having difficulty coming up with suitable targets for my trading dollars.

    In the current market environment, I'm content to wait, with a large portion of my portfolio in income generating assets.

    If you're going to target a 100 different trades, which is implied by a 1% allocation, I'd rather go with ETFs or an index fund.
    May 9, 2014. 03:12 PM | Likes Like |Link to Comment
  • Intel-Powered Set-Top Box Can Challenge Amazon Fire TV And Apple TV [View article]
    I had high hopes that Intel could throw a little processing power at television and provide a reasonable interface for accessing this media online. Currently, it is a mess!

    However, after barely beginning with their venture, the new CEO discarded the entire business by selling it to Verizon for pennies on the dollar. Instead, they decided it made more sense to pay tablet makers to use their chips. Perhaps, it does. However, I still sold my Intel shares (my largest holding) when it recently hit my profit target.

    Perhaps Google, will finally bring order to television media. I'd like to be able to find TV programs and episodes as easily as it is to do a web search. I'd also like to queue and download protected media files for offline viewing. Streaming video isn't practical a great deal of the time, at least for me.
    May 3, 2014. 02:11 PM | Likes Like |Link to Comment
  • Seriously, I Swear I'm Not Bearish On Intel! Honest! Really! [View article]

    Well, I read your article and it convinced me to sell my position in Intel. It didn't matter that it was my single largest position at approximately 11% of my portfolio or that the dividends it was throwing out were paying my property taxes. No, I read an article where the author said he sold and I always follow along with anything I read.

    Ok, reality check.

    Relax QTR, develop a thicker skin, investors who follow INTC appear to be a fairly rabid bunch. If you're going to put something out in front of them, expect a little foaming at the mouth.

    I love Intel. I'm entertained and enlightened by much of the discussion on Seeking Alpha and other financial sites. However, my buying and selling decisions are strictly mechanical to avoid any kind of psychological bias and trading based upon greed or fear.

    I actually did sell all of my INTC holdings today. Not because of anything I read, but, simply because the price of the stock approached and passed my planned target price of $26.70. Which is the same reason why I sold MSFT at $39.50 a few weeks ago. I hope these companies appear on my radar again, because I really do like them. However, I can't invest money in stocks that I find more attractive unless I sell something ... so, sell, I do!
    Apr 7, 2014. 02:53 PM | Likes Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    When the analysts start throwing out upgrades and raising price targets, I start looking around the cabin, so I know where the nearest exit is.
    Apr 3, 2014. 10:33 PM | Likes Like |Link to Comment
  • Congrats Microsoft Shareholders... You Nailed It [View article]
    My profit target was hit and I sold yesterday. I love this company and I've made good money each and every time I've invested with MSFT. However, I try to keep my trading on a mechanical basis to avoid irrational behavior and it's now failing on 5 out of the 13 factors that I consider when making investments. I'd much rather sell a stock on a peak or upslope than one where everybody else is already headed to the exits.
    Mar 20, 2014. 06:47 PM | 1 Like Like |Link to Comment
  • More trouble at Pimco [View news story]
    I cashed out of all Pimco funds in recent weeks. A Fidelity advisor tried to talk me out of departing from a couple funds because they have superior managers. However, I argued that it has become pretty apparent that they all operate at the whim of a brutal dictator that does not tolerate a dissenting opinion.

    Who knows when Bill Gross will order all his minions to do something irrational and more damaging. To protect their investment, Allianz probably needs to step in and make some changes ... and sooner rather than later ... before the redemptions become a floodgate.
    Mar 20, 2014. 05:45 PM | 1 Like Like |Link to Comment
  • Cirrus Logic's CEO Discusses F2Q 2014 Results - Earnings Call Transcript [View article]
    My first purchase was back in August when this stock blasted its way to the top of my contrarian value screen which utilizes 13 different fundamental and technical factors. It was flagging positive on all of them at that time and is again now!
    Oct 30, 2013. 04:29 PM | Likes Like |Link to Comment
  • Cirrus Logic's CEO Discusses F2Q 2014 Results - Earnings Call Transcript [View article]
    There was a downgrade today stating that "currently there is a lack of catalysts and probability of a week quarter coming up due to seasonality." I like the CEO's comment regarding this: He said that their focus is on the long term and they don't really concern themselves with trying to manage quarterly performance.

    I'm going to add to my position with a synthetic long by selling the puts and buying the calls at the March 2014 strike of 22 and a net credit of $0.90/share.
    Oct 30, 2013. 02:41 PM | Likes Like |Link to Comment
  • The Problem With Intel Is Intel... And Microsoft [View article]

    Wow! Seems like a lot more work than just spending twenty or thirty minutes reviewing a few pages of tips on how to get up and running on Win 8, which is what I did so that I could give my wife and kids some help if they had a question on how to do something.
    Oct 28, 2013. 01:36 PM | Likes Like |Link to Comment
  • The Problem With Intel Is Intel... And Microsoft [View article]
    We've got three Win 8 laptops in the house now and my Win 7 desktop. Don't get me wrong, I absolutely love Win 7. But, Win 8 seems to be just as stable, perhaps more so. We had a little confusion between metro apps and desktop apps initially, but once we figured out the difference it's pretty much been smooth sailing. I'm anxious to find a Win 8 Tablet. Unfortunately, I think I need a 64-bit device because I'm utilizing over 4Gb of memory at all times on my desktop.
    Oct 28, 2013. 01:11 PM | Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    I own INTC, MSFT, AAPL and as of this morning CRUS which depends heavily on Apple for its revenues. I'm strongly considering a tablet purchase, but frankly I'm not really very enthusiastic about an Android tablet. We've got four iPod touches in the house and love the iOS applications. However, I'd kind of like something that I could write my own financial applications for and the learning curve for Objective-C and the need to buy a Mac PC give me pause. Therefore, I'm currently waiting patiently for Intel's new fanless-Haswells to hit the street in some Win8 tablets to see what people think of them.
    Aug 19, 2013. 12:45 PM | Likes Like |Link to Comment
  • Microsoft Windows 8 Fail: Now What? [View article]

    Great article, thanks for posting the link. I loaded up on MSFT when it took the big hit after earnings. I personally think Win8 is an awesome OS. So far it appears to have less compatibility issues than Win7, which I also really liked. Personally, I can live without the start menu. When I want to continue working on a project, 98% of the time, I used the search box on the start menu. However, it is just as easy in Win8 to sweep in from the right edge of the screen and use the search function it has. I think when Intel's Baytrail hits the street and tablets with Win8 are in use, the tide will turn heavily in Microsoft's favor.
    Aug 13, 2013. 01:59 PM | 2 Likes Like |Link to Comment
  • Intel Is Playing Catch-Up On The Graphics Front [View article]
    I seriously thought the Haswell with Intel's 4600 HD graphics were going to be good enough. I am not a hard-core gamer and would just as soon read articles on investing as play a video game. However, I do a little photo editing and play games on regular occasion. In addition, I wanted to get the same machine for my wife and kids, who do play a lot more games. However, when looking at real FPS rates for the types of games they play, the 4600 doesn't even come close to matching that of the Nvidia GeForce GT 740M that I could put in the new Haswell laptops for a mere $70 upgrade on an HP Envy 15 laptop. My kids might play Skyrim on high settings and get 13 frames per second without complaining. However, they're gonna truly enjoy playing it at 30 fps on the Nvidia equipped machines.
    Jul 28, 2013. 02:50 PM | 3 Likes Like |Link to Comment
  • Intel: Understanding Creative Destruction [View article]
    .... I think I can faintly hear this in the background ...

    "We are Intel. We will add your technological distinctiveness to our own. Resistance is futile. You will be assimilated!"
    Jul 26, 2013. 02:01 PM | 21 Likes Like |Link to Comment