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Rose_Colored_Glasses

Rose_Colored_Glasses
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  • Intel's Earnings Have Me Thinking Like A Buyer Again [View article]
    I won't beat you up QTR. I think indecision and the management of indecision is a key part of investing. I have a defensive type of divvy portfolio that is planned for future income stream. I have always planned on holding until they shovel dirt on me. These stocks have bounced so much, seems foolish not to sell. So everyday I evaluate the option whether to depart from my overall strategy - and I consider the reevaluation and indecision a healthy part of the process. Talking about it rather than acting like it doesn't exist doesn't bother me in the least.
    Apr 17 09:09 AM | 2 Likes Like |Link to Comment
  • McAfee Outlines Strategy for Connected Network Security [View article]
    Hope it works! The next penny McAfee adds to my INTC shares will be its first.
    Apr 17 09:02 AM | Likes Like |Link to Comment
  • Intel Tablet Contra Revenue Will Cost About 3.5 Cents Per Share In Q2 [View article]
    Much is made about the contra-revenue, but to me it is simple. INTC is betting on itself. They are pushing the top line and pressuring the engineers to make it work. I feel it is an absolutely necessary first step that will pay huge dividends for INTC shareholders. Stacy Smith is on record saying that will have a minor (if any) impact in 2015. So you get some long term revenue stream for a year or 2 of pain - sign me up!
    Apr 17 09:00 AM | 1 Like Like |Link to Comment
  • Intel: Mixed Report, But Getting Better [View article]
    @ Cincy - Yeah I agree with your take from the perspective that if Bill is saying he moved to a hold a few weeks ago it is either parsing words or intellectually disingenuous. He has been an avid INTC hater for some time.

    However, I will not pound him because this article he was pretty balanced and fair - and INTC deserves some of the flak they get. I like hearing the continual bear case so I can honestly evaluate my position on INTC.
    Apr 16 03:56 PM | 1 Like Like |Link to Comment
  • Intel: Mixed Report, But Getting Better [View article]
    With a behemoth company like INTC there is always a battle between the power guys and the nifty nichers. Reminds me sort of like the youtube video where the monkey is intentionally messing with the lion. Hangs down, pulls his tail, flips to the other side smacks him on the nose. But sometimes the lion gets a hold of the monkey and it is game over. INTC has done a good job of forging some relationships that will make them much more agile and closer with their customers in the future. I like their chances down the road on products that do not exist yet. Still think they get their tails pulled in the short term on their existing stuff that really doesn't get at the nub of some of their growth issues.
    Apr 16 10:56 AM | Likes Like |Link to Comment
  • Intel: Mixed Report, But Getting Better [View article]
    Nice to see an iconic company like INTC regain some footing. I agree that it may be a tad frothy over the short term, but it does seem like some of their product roadmaps are starting to come together. Overall, I applaud the CEO, never fun to go thru a divvy increase skip, but I think choosing to invest with that money rather than to cut expenses to hit OP target will be very rewarding for INTC shareholders in the future.
    Apr 16 08:18 AM | Likes Like |Link to Comment
  • More on Intel: Server CPU sales are healthy, mobile sales aren't [View news story]
    @duby-
    I saw Stacy Smith on FBN today and he confirmed they had the design wins and were well on track to deliver the 40 million tablet units this year. To your point, it is not a guarantee, but Mr. Smith usually is a sound, conservative voice for INTC - my money would be that they will hit that target.
    Apr 15 10:36 PM | 1 Like Like |Link to Comment
  • General Motors - The Story Just Keeps Getting Worse [View article]
    In ethical companies, this kind of situation is handled with a process, a reflex to do the right thing. GM didn't have that culture, and likely still do not. I do not want to trash them as an investment - because I cannot evaluate this impact on them. As a rule, I do not invest in auto companies - they run the exact same business model that drove them to bankruptcy, push to customers then discount. I do not buy airline companies, as they continually alienate their customers with petty fees and one sided time penalties. I do not buy cigarette companies because they sell such a harmful product. I see plenty of alternatives of good, solid, ethical companies that I do not mind at all sitting on the sidelines while people debate the GM (or is it BM) situation. In my mind, if you know that a minor defect will cost a life, and then let it recur, it basically is a criminal act.
    Apr 14 12:17 PM | 2 Likes Like |Link to Comment
  • General Motors - The Story Just Keeps Getting Worse [View article]
    @ Frank -
    Apple - meet orange.
    Apr 14 12:07 PM | 1 Like Like |Link to Comment
  • McAfee Releases Free Tool to Check for Heartbleed Affected Websites [View article]
    If anyone should be an expert on excessive bleeding it is McAfee.
    Apr 14 10:50 AM | Likes Like |Link to Comment
  • Intel: The Final Push Before Earnings [View article]
    Yeah - "under promise and over deliver" would be a nice change. Still a little worried - you haven't been overly impressed on the technical side of things and that has me concerned. It is amazing though how well INTC holds up on the Graham rankings - so I imagine some of the run up is due to a perceived flight to quality and defensive maneuvering. Still when INTC says flat 2014 and givebacks in the same sentence .....
    Apr 14 01:02 AM | Likes Like |Link to Comment
  • Intel: The Final Push Before Earnings [View article]
    Are you fairly confident going into the earnings Ash? I am cautious.
    Apr 14 12:54 AM | Likes Like |Link to Comment
  • Intel: The Final Push Before Earnings [View article]
    I am skeptical on INTC. They have said that they would have a lousy 2014, they haven't changed that at all, and the analysts have been driving the increase rather than real hardcore catalysts. Going to stay long on INTC, just like the divvy and the LT potential on stuff that does not yet exist, but in the short term, and on the things that exist - color me concerned.
    Apr 14 12:50 AM | 1 Like Like |Link to Comment
  • Earnings Preview: Intel Corp. Q1 2014 [View article]
    I have girded my loins for yet another INTC disappointment. I was thinking of selling at $26 + but have decided to stay long. I think the run up is garbage though, all analysts upgrade with no real catalysts to justify the increase. What INTC told me was they would be flat + they have to have givebacks to stay flat. Nothing the company has said, nor the analysts have challenged or changed that narrative. I imagine we will see a 5% + drop if the scenario they have already communicated comes to fruition during the earnings release.
    Apr 13 11:39 AM | Likes Like |Link to Comment
  • Wal-Mart Puts Pressure On Whole Foods Market And Organic Food Companies [View article]
    @GI -
    When WMT flexes the muscle of their logistics chain and commodity purchasing power, Whole Foods will definitely feel some pain.
    Apr 13 11:34 AM | Likes Like |Link to Comment
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