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jamesbwood

jamesbwood
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  • Schwab Slashes Expenses on Its ETFs [View article]
    Smart move
    Sep 22 11:41 PM | Likes Like |Link to Comment
  • Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
    Does GRPN sell anything you want to buy? Or provide a service you want to use? For me, the answer is no. Setting aside the quantitative analysis and what is and is not inventory for a moment lets try a common sense approach. Does it bother anyone else that no one so far has posted that they really like what GRPN's offers?

    Yes, they might rise from ashes and make a Hollywood comeback - hey, technically it does happen - just not very often, except in movies.

    Odds are more likely that investing here is flogging a dead horse. I could be wrong, but I bet I'm not.
    Sep 18 02:08 PM | 3 Likes Like |Link to Comment
  • The Office of the Comptroller of the Currency and other regulators are reportedly near to taking action against Citigroup (C) for allegedly not preventing transactions involving drug money and sanctioned countries. The agency is also investigating other Wall St banks, including BofA (BAC) -  adding to probes of foreign rivals - while the DOJ and the Manhattan DA are involved in inquiries as well. [View news story]
    You want to support biz that supports drug cartels and countries that kill American troops? Your OK with Osama's buddies banking with US businesses?
    Sep 16 10:48 PM | 2 Likes Like |Link to Comment
  • Taking Risk Into Account In The Active Vs. Passive Debate [View article]
    Or is it fees layered on more fees with a good dose of marketing PR/
    Aug 29 10:06 PM | Likes Like |Link to Comment
  • Salesforce.com (CRM): FQ2 EPS of $0.42 beats by $0.03. Revenue of $731.6M (+34% Y/Y) beats by $3.3M. Expects FQ3 revenue of $773M-$777M and EPS of $0.31-$0.32 vs. consensus of $771.3M and $0.34. Expects FY13 (ends Jan. '13) revenue of $3.025B-$3.035B and EPS of $1.48-$1.51 vs. consensus of $3.02B and $1.49. Shares -2.6% AH. (PR[View news story]
    Yes it is
    Aug 24 01:55 AM | Likes Like |Link to Comment
  • A bit more perspective on the Thiel move from Buddy Carter: He was long more than 44M shares of Facebook (FB) at a price of $0.004 before the IPO. His IPO-day sales amounted to more than 16M shares. [View news story]
    I don't understand this at all. Did he buy options? And they cost less than a penny per stock? I get that 1% owns Wall Street and Wall Street owns both parties which make rules to protect the 1%. But less than a penny??? That can't be right.
    Aug 20 10:28 PM | Likes Like |Link to Comment
  • Buy Gold Like The Central Banks Do [View article]
    And is it likely?

    I understand that after the fact will be to late.

    On the other hand, anyone can propose anything and trading based on a proposed idea seems risky w/o some idea of likeliness.
    Aug 19 11:10 AM | 1 Like Like |Link to Comment
  • The 6 Most Popular Stocks Owned By Congress [View article]
    The buy and hold ideas stressed here would ALSO apply to the benchmarks which did NOT do as well. . .

    Otherwise good article. I too wish the data was more recent and actionable. Of course those we elect do not want transparency and are in bed with Wall Street.
    Aug 18 07:09 PM | Likes Like |Link to Comment
  • Why Tech Stocks Are The New Value Investment [View article]
    Why they ate NOT:

    http://seekingalpha.co...
    Aug 17 08:10 PM | Likes Like |Link to Comment
  • 3 Kinds Of Stocks To Short (Part 2): The Fads [View article]
    CRM
    Aug 15 11:28 AM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    Collusion would also explain this result.

    No evidence - "just saying" it is one of many possibilities that would produce this pattern.
    Jul 19 03:36 PM | Likes Like |Link to Comment
  • Analyst Upgrade Could Boost This Beaten Down Energy Concern [View article]
    It was an even better buy a few weeks ago at $30 - when the experts were not at all keen on energy. I like NE - good fundamentals and well run. Not a dog at all, a compaqny I'm willing to hold though tough times. Even so, I took my profits off the table today.

    Analysts: Experts that tell you to buy after the market already moved. Oh look, it went up 20%, let's recommend buying it now!

    NE may well still have some more upside but I'll wait for the bad news/market turn and next buying opportunity. The $33 recommended here isn't a bad starting point for entry. It may be a while; I suspect more upside after the initial hit from the news dies off but I'm not really sure. I'd rather lock in gains and stay cashy and cautious.


    Thu Jun 21 14:25:24 2012 Buy XXX NE Executed @ $30.26
    Fri Jun 22 10:39:23 2012 Buy XX NE Executed @ $29.47

    Thu Jul 19 12:15:48 2012 Sell XXX NE Executed @ $36.21

    Fun!
    Jul 19 03:11 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    Or move over 6% today! That was GREAT! Especially since I posed my short of it from yesterday. Stable institutional investors or manipulated BS based on PR and false hopes? CRM is like a religion to some.
    Jul 6 10:44 PM | 1 Like Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    I always figured that many got paid to promote certain companies.
    Jul 6 10:42 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    So buy CRM if you like right now. It should go up again on a Monday rebound. I guess I could play both sides but I'd rather wait till the hype kicks in on the next inevitable PR announcement of their newest partner and after it creeps back up on hopes and dreams I'll likely shot them yet again. I've sold my shorts for a nice profit as noted below and am back on the sidelines.
    Jul 6 09:50 PM | Likes Like |Link to Comment
COMMENTS STATS
305 Comments
434 Likes