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  • 3 Reasons To Buy Union Pacific [View article]
    "Union Pacific Corp (NYSE:UNP) has underperformed the market year to date in 2014."

    uh, what? Did you mean to say "significantly outperformed"?
    Sep 5 01:02 PM | 7 Likes Like |Link to Comment
  • Amazon buying Twitch for $970M in cash [View news story]
    love it.
    Aug 25 10:25 PM | Likes Like |Link to Comment
  • Top Performing Stocks Year-To-Date [View article]
    Canadian companies don't go into US equity indices...
    As for Z, I'll let you figure that one out.
    Aug 12 02:41 AM | Likes Like |Link to Comment
  • Gilead Sciences Q2 2014: All Is Good, More To Come At Medical Conferences Later This Year [View article]
    Agreed, thanks Dr. Paul!
    Jul 24 11:41 AM | 2 Likes Like |Link to Comment
  • Micron issuing $750M in debt to get rid of convertible obligations [View news story]
    about damn time
    Jul 23 01:02 PM | 2 Likes Like |Link to Comment
  • Will Sapphire Make Corning's Gorilla Glass History? [View article]
    Same old flawed argument. Its like saying a company that makes blue paint will fail because one of their customers has been experimenting with red paint and there happens to be another company that makes red paint.

    There is a large market for both types of glass, and if somehow every phone manufacturer switched tomorrow to sapphire (I think Apple will use it for the iWatch now but won't get it into the iPhone until the 6S), Corning would start making sapphire, which they know how to do.

    Long $GLW common and $GTAT calls
    Jun 30 01:31 PM | 3 Likes Like |Link to Comment
  • Enterprise software stocks follow Oracle, Tibco lower [View news story]
    This never gets old, I laugh everytime Oracle misses and the competitors that are beating them go down too.
    Jun 20 03:41 PM | 4 Likes Like |Link to Comment
  • 10 Wonderful Companies That Are Bad Stocks [View article]
    I love $UA, bought it in 2010 around $13, been wearing it longer than that. Its gotten crazy expensive here though. If I didn't think they would grow into the valuation (eventually) and if I wasn't planning on holding the shares for years or maybe decades to come I'd sell right now and lock in the gains.
    Jun 19 12:47 PM | Likes Like |Link to Comment
  • Survey says: Michael Kors picking up handbag market share [View news story]
    heh, yes. People listening to the "inventory problem" chatter are just silly. I can't believe the way KORS has traded this year, at 90 just go out and buy it now, its not overpriced
    Jun 18 02:20 PM | Likes Like |Link to Comment
  • Retail giants proposed as potential Lululemon suitors [View news story]
    a bid makes sense, particularly from VFC. The LULU name is still strong with many and it fits with their portfolio. I can't see UA being interested, they are too busy building their own brand, why would they want to sell things under a different logo? And there is definitely no point in buying LULU and then not using its brand.
    Jun 18 02:17 PM | Likes Like |Link to Comment
  • Stevia switch creates an uproar [View news story]
    Bleh, I hate the taste of Stevia, though not as much as artificial sweeteners its still terrible and even a little bit taints the whole drink. Probably makes sense for vitamin water to use it though, its not supposed to be a sugary drink.
    Jun 11 12:55 PM | 1 Like Like |Link to Comment
  • Bullish Barron's writeup for AIG [View news story]
    lol, I was thinking the same thing as I read my barron's this morning
    Apr 26 08:04 PM | 4 Likes Like |Link to Comment
  • Amazon Earnings Preview: Expect Impressive Growth Accompanied By Margin Expansion [View article]
    Trefis is an analyst group, they hold no positions in anything...
    Apr 24 01:24 AM | Likes Like |Link to Comment
  • Mallinckrodt Transfers Questcor's Risk Onto Its Shareholders [View article]
    Been long $MNK since shortly after the spinoff, this definitely changes the story. $MNK is trying to expand its drug portfolio and drawn down its imaging business (maybe sell it entirely?). I like that story, I like the acquisitions of new drugs on principal, but this isn't just adding another drug, its upping the entire risk/reward of the stock. I'm staying long but basically moving $MNK from what I considered a "safe" small growing drug company to the speculative part of my portfolio.
    Apr 8 02:18 PM | 2 Likes Like |Link to Comment
  • Tedizolid gets a thumbs up [View news story]
    no surprise there.
    Mar 31 12:35 PM | Likes Like |Link to Comment