Seeking Alpha


Send Message
View as an RSS Feed
View remurraymd's Comments BY TICKER:
Latest  |  Highest rated
  • Facebook Analyst Downgrades: Do We Care? Are Any Analysts Now Credible? [View article]
    With a 'pump and dump' botched IPO like (FB)
    WE AGREE most pro analysts will have a vested
    interest in keeping stock price up and be a day late
    and a dollar short.Most of their firms are long.
    Henry Blodgett has been dead
    on as has been Dan Niles of Alpha Capital. We think
    billions to dump through november.We have made a
    lot being short via Put buys(long Puts). We will not
    consider buying until we see capitulation on volume
    way lower.Just posted an article on our twitter feed that
    50% of mobile ad clicks were mistakes/fake.Hard to see
    any upside than down sadly for (FB) gets our vote for
    over-hyped "Pump and Dump" IPO of the decade.
    Sep 3 05:31 PM | Likes Like |Link to Comment
  • Should Stock Picking Be Mostly Left To Professionals? [View article]
    One intelligent dividend growth investor with a good Peter Lynch book can trump 99% of the so called investment "Pros" out there.We have out-performed them all back tested over time.3 biggest mistakes they dilute their folios with poor selections in the name of diversification and hold too many "safe" bonds and do not buffer with Gold guaranteeing dismal returns.
    Sep 3 05:30 PM | 1 Like Like |Link to Comment
  • Apple Goes For Samsung's Throat: New Complaint Targets All Samsung Mobile Devices [View article]
    IP theft is IP theft just like it is illegal to sell knock off Gucci designer
    items Apple is the design synergy king of Tech.We think it will be revenue generative for (AAPL) and make buyers thin twice about risks of buying IP knock-offs next Fibonacci # is $713 we think it gets there within 2 weeks into the new 250 million unit iPhone 5 launch largest in the world.It is the aspirational brand in Asia and will drive markets going forward.We agree with Brian White of Topeka target $1,111.11.Our 1035 shares went from $360 where we bought last Sept 1 year ago to $665 close Friday.With half last years growth it can make that $1,111.11 target easily.We will stay long and strong (AAPL)
    Sep 3 05:30 PM | 2 Likes Like |Link to Comment
  • Lululemon Q2 Earnings Preview: Expect A Positive Upside [View article]
    (LULU) quite volatile we have calls into earnings
    will sell half into close and hedge up to play with
    house money.
    Sep 3 05:26 PM | Likes Like |Link to Comment
  • Why Baidu Should Be Bought On The Pullback [View article]
    We had a nice run 500%+ with (BIDU) nice 10 for 1 split along the way sold the top $1700($170 post split) a couple of years back. Big
    computer search going the way of the Dodo chart looks very sick to us we would not be buyers here.No MoJo competition old story no mobile.Odds are 99.9% it will never recover old highs.
    Sep 3 05:25 PM | Likes Like |Link to Comment
  • Revamping Your Bond Portfolio With A Simple Momentum Strategy [View article]
    We think the great unwinding of bonds to equities has begun,
    (JNK) mirrors (TLT) in all thingslimited upside
    higher risk not where we will be.
    Our folios favor US dividend growers hot sectors
    Top 3 for us max life (AAPL) (CF) (NEM) crushes all bonds
    Back tested with a tincture of time
    Plus sell cash secure puts underneath
    for revenue generation.
    Sep 3 05:24 PM | Likes Like |Link to Comment
  • Senator Calls Bernanke A 'Distraction,' Urges Abolition Of Dual Mandate [View article]
    (SPY) ahead of it's 50 and 200 day MDA in the bull channel since 2009.Sell off small on no volume simply folks closing down early Ben will do nothing without Draghi who is working on something big.We
    think it is headed higher with Gold through the election at least.
    Sep 3 05:22 PM | Likes Like |Link to Comment
  • Baidu Is A High Growth Internet Stock To Buy [View article]
    (BIDU) 5 yr was great for us running up 500%+ to $1700 counting
    their 10 for 1 split we sold the top a couple of years back, lots
    of competitors Big PC search losing share to mobile down 7 today UGLY chart no MoJo,we doubt it ever gets back to old highs,especially with (FXI) dumpster diving.
    Sep 3 05:18 PM | Likes Like |Link to Comment
  • What An Apple TV Could Mean To Your Portfolio [View article]
    Brian White of Topeka's note says iPanel HDTV will be transformational and revenue generative with SIRI among other GREAT features.His Target on (AAPL) $1,111.11. We are long 1035 shares in each of our folios currently selling premium around our core
    for revenue generation.Staying long and strong.
    Sep 3 05:18 PM | 1 Like Like |Link to Comment
  • Apple's Verdict Will Likely Survive Appeal [View article]
    We agree odds of settlement more likely.
    Samsung could have avoided all this by
    paying a $20-40 fee years back too greedy to do it.
    but Tim Cook is a team player and very smart.
    Protracted expensive litigation unwise for both parties
    Chilling effect for all IP copiers though very bullish
    for (AAPL) more folks will go for the 250 million units
    of iPhone 5s to be sold rather than risk an illegal knock-off
    Sep 3 05:17 PM | Likes Like |Link to Comment
  • Why We Think Microsoft Is Extremely Underpriced [View article]
    (MSFT) max life chart very ugly and sad.
    Underpriced yes undervalued no compared to when we owned "Mr Softy" in the 90s it was great but now a very OLD story Big PCs WINTEL systems going the way of the DoDo losing share to (AAPL)
    Odds are 99.9% it will NOT recover old highs over time.Stay Away.
    Sep 3 05:16 PM | Likes Like |Link to Comment
  • Bulls Are Feasting On Apple Options [View article]
    We agree.THETA(time decay) is EVER the enemy of the Call option
    buyer we always sell premium to the greedy here.A cursory examination of the 1year chart on (AAPL) reveals it moves by
    Fibonacci # in the bull channel from $360-680 approaching the $715 top where it classically will sell of all OOM call buyers will get crushed. We just sell puts around our core position on big pullbacks.#15 of the Sep 515 puts a few weeks back when Apple was at $589 $2k/contract pocketed $30K 99% profit in a few weeks.Only risk getting stock"put" to us$515-$2K=$495 a GREAT deal so win win SELLING puts for us.
    Sep 3 05:15 PM | Likes Like |Link to Comment
  • Invest In What China Needs To Buy: Don Coxe [View article]
    If China (FXI) shows proof of life on easing
    a good idea otherwise not.Coal stock charts
    like (PCX) are an example of why this is the
    poster child for bad ideas currently. We favor
    quality US tech growers like (AAPL) up 65%
    in 2012 alone.
    Sep 3 05:08 PM | Likes Like |Link to Comment
  • Apple Would Still Be Cheap At $1,000 A Share [View article]
    Good article but we would be cautious with irrational exuberance up here.Long (AAPL) a long time chart moves in a bull channel with big swings to Fibonacci support resistance from $360(where we bought big last September) to $681 recently all within Sep 2011-12 1 year.We sell puts 10% below support and calls 10% above resistance around a core position of 1000 shares has worked great for us.We think it runs to $715 then "sells the iPnone 5 news" support as low as $622 we would not buy here.Apple never goes straight up the key for us is to get a great entry.Best analyst we know Brian White of Topeka gets it to $1.111.11 longer term in the next year or so.
    Sep 3 05:06 PM | Likes Like |Link to Comment
  • Facebook Continues To Be Overvalued, 30% Downside Risk [View article]
    We agree further downward pressure on (FB) due to low earnngs and growth potential we are profiting from Put buys looking more and more like (RENN) and MySpace very day.Billions of shares to be dumped through March.
    Sep 3 05:01 PM | Likes Like |Link to Comment