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71324

71324
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  • Three Reasons Why You Can Beat The Professional Investors [View article]

    The point I'm trying to make is that there may be several good trading opportunities that mutual funds may be missing on the short side. The full range of choices include both dividend and non-dividend stocks that can be bought or sold. But if you are permitted to only buy, then the selling opportunities are not available to you. Yes, mutual funds usually buy stocks based on fundamental analysis and are in for the long haul. Traders have an entire different mentality and go with the trend, long or short.
    Mar 25, 2013. 08:10 AM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    TwistTie,

    This is the cutest remark I've read in a long time.
    Mar 25, 2013. 08:08 AM | 1 Like Like |Link to Comment
  • Nvidia Is A Steal [View article]

    SOURCE: Yahoo Finance
    http://yhoo.it/16ctQUb

    NVDA Percent of shares held by institutional owners: 72% to 75%

    Fidelity Growth Company Fund
    49,955,384 Shares
    8.11% of outstanding
    $612,453,007 Value Jan 31, 2013

    Fidelity OTC Portfolio
    13,486,612 shares
    2.19% of outstanding
    $165,345,863 Value Jan 31, 2013
    Mar 25, 2013. 08:03 AM | 2 Likes Like |Link to Comment
  • Yahoo Spends Cash Intelligently [View article]
    I think your article drove YHOO to a four year high. Sold my July calls today.
    Mar 24, 2013. 03:05 PM | Likes Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    I would never buy NVDA. It's a great Fibonacci pattern following stock, and any time it's extended, I buy puts. Buying calls on a high Beta stock like NVDA is crazy. Puts are not as rich historically. Never, ever loved a stock. I'm a trader not an investor.

    In this great bull run, NVDA has been stuck in a trader's range, so it makes sense to trade the range.
    http://yhoo.it/14nme2U
    Mar 24, 2013. 03:00 PM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    Check the chart above the roadmap. Very ugly since 2009. Their only real earnings comes from Intel royalties. Yes, they are cash rich, but people buy stocks, not cash.
    Mar 24, 2013. 03:00 PM | 1 Like Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    This was your analysis in November:

    "Uh, give the company time to execute the strategy it's laid out?

    People expected Intel to announce a tablet chip in September and then have 50% of market share in that time. This is a long term, strategic contrarian play against those who don't really understand the landscape.

    In 2-3 years, Intel either goes to $35+ or languishes in the low $20's. Risk/reward is quite good. "
    Mar 24, 2013. 02:20 PM | 1 Like Like |Link to Comment
  • Three Reasons Why You Can Beat The Professional Investors [View article]
    Most mutual funds go long stocks, so they're missing 50% of the opportunity, by not holding short positions.
    Mar 24, 2013. 10:46 AM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    What are your ASP assumptions? AMD is eating Intel's lunch with aggressive pricing in notebook CPUs.
    Mar 24, 2013. 10:06 AM | 2 Likes Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    Isn't this a complete about turn on NVDA. You have been the lead cheerleader on the stock and how it looks so attractive, with cash/share at $6, great cash flow, wonderful mobile and discrete graphics cards, great margin. Are you dumping?
    Mar 21, 2013. 01:47 AM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    Tegra 3 was, and still is, a dog. Tegra 4 will be yesterday's technology tomorrow. NVDA promises what the others deliver.
    Mar 21, 2013. 01:47 AM | 1 Like Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    They need marketeers and not more engineers.
    Mar 21, 2013. 01:46 AM | Likes Like |Link to Comment
  • Some Thoughts On Nvidia's Tegra Strategy [View article]
    This bearish article is a contarian indicator. Going long here.
    Mar 21, 2013. 01:44 AM | 1 Like Like |Link to Comment
  • 3D Systems: Where Is The Bottom? [View article]
    HPQ has bigger fish to fry. They need to get their enterprise business on a growth trajectory again with DELL in a shaky position. HPQ's growth margins in the printing and supplies business has historically been in the 60%+ area, and it's unlikely that they can drive hardware and 3D "ink" costs down enough to meet their targets. The 3D sector has seen some mergers and acquisitions, and the next consolidation phase will see aggressive price competition. Don't think that any of the big three 3D hardware companies can grow at their historical rates.
    Mar 20, 2013. 06:19 AM | Likes Like |Link to Comment
  • Leadership Changes Could Buoy These 2 Market Laggards [View article]
    If YHOO breaks $23 on convincing volume, the next stop is at least $26. There's no resistance above $23.45.
    Mar 20, 2013. 12:16 AM | Likes Like |Link to Comment
COMMENTS STATS
322 Comments
137 Likes