Send Message
View as an RSS Feed
  • Panera Bread - Morgan Stanley Is Right, On The Back Of A 'Full' Valuation  [View article]
    Morgan Stanley is overthinking this one. Panera has a summer slump almost every year, probably due more to soups and sandwiches being more of a cool weather cuisine than any kind of customer survey that states prices are high. They also don't have a lot of patio seating - in my part of the country during summer, you find patio seating and enjoy it while you can. I believe they are wrong about Panera and I am buying on this seasonal retreat in the stock price.
    Oct 1, 2013. 12:47 PM | 1 Like Like |Link to Comment
  • Just How Reasonable Is A Free Amazon Smartphone? Apple Provides The Answer  [View article]
    He's upset that his short position is getting walloped and AMZN keeps hitting all-time highs despite his non-stop calls for the stock to tank.
    Sep 20, 2013. 10:23 AM | 2 Likes Like |Link to Comment
  • Cramer's Mad Money - Apple Is All Hype, No Buzz (9/11/13)  [View article]
    You're assuming that this is all that Apple has up it's sleeve. Maybe their newest innovation is keeping the lid on stuff that doesn't get leaked and shredded by bloggers for months before any real news comes out?
    Sep 12, 2013. 06:58 AM | Likes Like |Link to Comment
  • September 10 May Be A Great Time To Put On An Apple Short  [View article]
    Einhorn and Icahn are bad for having short-term goals, but your article comes out conveniently-timed as your short position is getting smoked. You're no different from any of them - you just want to make a profit.
    Aug 14, 2013. 03:46 PM | 21 Likes Like |Link to Comment
  • ChannelAdvisor Data For Amazon In June Is Out, Conclusion Remains The Same  [View article]
    How's that short position doing?
    Jul 11, 2013. 03:23 PM | 3 Likes Like |Link to Comment
  • Noodles: A New Player In Fast Casual  [View article]
    The Bangkok Curry at Noodles is really good.
    Jul 9, 2013. 03:27 PM | Likes Like |Link to Comment
  • 2 Service-Sector Companies With Recent Intensive Insider Selling  [View article]
    You're going to short MCK because some insiders sold? I could understand if you thought there was something wrong with the future business outlook, but forming a short thesis on insider selling is weak. The guy probably wanted to buy a new Bentley for his kid or something - there are any number of reasons for an insider to sell, especially after a nice run-up. I'd be careful on shorting that one.
    Jul 9, 2013. 06:52 AM | 1 Like Like |Link to Comment
  • ITC Rules Apple Infringed On Samsung Patent, Shares Fall Post Session  [View article]
    Nah, most investors know that SA articles are bloggers and carry no real pull. Might as well be reading from a random message board:)
    Jun 5, 2013. 06:43 AM | 2 Likes Like |Link to Comment
  • It's Now Safe To Sell  [View article]
    Investors are seeking yield. Bonds are too risky in a low(zero) interest rate market. Until there is a less risky investment than stocks to achieve adequate yield, people will probably hold their stocks. Just my opinion.
    May 20, 2013. 06:42 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For National Oilwell Varco  [View article]
    It follows the price of oil...stock price movement has little to do with earnings reports.
    Apr 26, 2013. 06:51 AM | Likes Like |Link to Comment
  • Young Investors: Retire In Luxury Through Dividend Growth And Value  [View article]
    Thanks for the article. Still not sure why a previous commenter called you out for giving "poor advice." There is risk in all investments, and it's not like you're advising folks to load the truck with penny stocks. I like your strategy, and it is timely since many older folks/retirees are rolling into dividend funds to find yield. Nice job.
    Apr 16, 2013. 06:24 AM | 2 Likes Like |Link to Comment
  • Why Caterpillar Shares Could Drop To $50 And Still Be Fairly Valued  [View article]
    $50 CAT is a dream barring a complete global economic collapse. I'd be buying it up if it hit $70, but I'm still just watching at current levels.
    Apr 15, 2013. 06:25 AM | Likes Like |Link to Comment
  • Finding Value In Luxury: Coach Shares Are Significantly Undervalued  [View article]
    Until KORS misses expectations...then watch that sky-high PE crater. Terrible time to buy KORS; great time to buy COH.
    Apr 1, 2013. 06:22 AM | 2 Likes Like |Link to Comment
  • 3D Systems: The Bumpy Road To Greatness  [View article]
    Settle down, drama queen.
    Mar 12, 2013. 05:04 PM | Likes Like |Link to Comment
  • Media Revenue Growth Will Probably Turn Negative  [View article]
    The stock just keeps rising every time he bashes it.
    Mar 1, 2013. 03:38 PM | Likes Like |Link to Comment