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cayman

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  • Apple Peak? Why I Completely Disagree [View article]
    We will see says the wiseman :-)
    Nov 19, 2014. 04:39 AM | 1 Like Like |Link to Comment
  • Market Outlook - Small But Growing Reasons To Be Concerned Here [View article]
    It's worth watching Apple and the biotechs as a bellweather. The latter seems to be pulling in and the former just made what looks like a shooting star. Thats enough to start nibbling on the short side. I've got an eye over my shoulder for the thanksgiving /xmas melt up party folks.
    Nov 18, 2014. 04:09 AM | 1 Like Like |Link to Comment
  • Apple: Where Do We Go From Here? [View article]
    Bill, I think we've reached peak apple, but it's good to see the crowd is still wildly optimistic.
    Oct 28, 2014. 04:45 AM | 4 Likes Like |Link to Comment
  • Inventory Rules The Cycle [View article]
    Interesting, thx for the analysis.
    May 1, 2014. 03:01 AM | 2 Likes Like |Link to Comment
  • Facebook Takes A Massive Step [View article]
    "the acquisition of WhatsApp brings younger users to Facebook."

    I dont know about that dude.

    My first thought on seeing the headline was, "oh no", am I goin to have to uninstall whatsapp too. You see I dont have FB on my phone cuz I dont want to. Cant be bothered to be tempted with the constant stream. But i have Viber and whats app(WA) , there are alternatives; so if FB starts to mess around with WA then it's not so hard to make a switch. Most of my viber contacts have WA as well. I hear there is BB messenger. I wonder where most of WA's growth coming from, is it from parts of the world where they can afford 10 a month ??? and don't these users already have FB

    I'm not sure how FB will monetize this purchase; scratching my head; but happy for the WA folks, nice to sell out.
    Feb 20, 2014. 05:46 AM | 2 Likes Like |Link to Comment
  • BlackBerry: The Long-Term Picture [View article]
    Thats a strategy I can believe in if he sticks to it and gets it to work. The security angle is a stronger selling point than anything else, which can make them appealing to corporates again.

    Interesting case, wish em luck.
    Jan 10, 2014. 03:27 AM | 12 Likes Like |Link to Comment
  • IBM Has A Cash Flow Problem [View article]
    Interesting arguments and you have to look into the stock buyback thing more rigidly. As a company is it in your best interest to use resources (cash) to buy back stock. What does that achieve ??? Everyone will have a different answer based on thier perspective in the fight, I guess.

    This is a long line of articles that are negative on IBM and have all been right over the past year or so. Have been playing IBM to the shortside since it was at 210 in early 2013. It was interesting to hear the bullish arguments when it got under 200 and why it was a screaming deal when it was holding on to support at 190. Now at 179 after a post report bounce up from 173, where do we go. The 150- 165 range aint out of the question. Growth where forth are though, show me the money and I'll be long. I guess you can only manage EPS for so long, if you aint got the next big thing or something then sooner or later, reality hits.
    Nov 11, 2013. 04:22 AM | Likes Like |Link to Comment
  • Advice For Young Investment Professionals [View article]
    good piece jeff.
    Nov 8, 2013. 05:08 AM | 2 Likes Like |Link to Comment
  • Breakout And Pullback? [View article]
    Why worry, it's been going up all the time and still seems to keep doing that. It think the bears have run out of things to worry about and we have finally ascended over the wall of worry we've been climbing the past 4 years. So nuthin but blue skies ahead.

    I'm being cheeky but it sure seems that way, to someone who was asleep for 4 years and just woke up.
    Sep 23, 2013. 04:38 AM | Likes Like |Link to Comment
  • The Federal Reserve's Wariness Toward Housing [View article]
    To taper or not to taper, tricky situation. kinda screwed either way so best to taper gradually. This old man better walk on his own soon or he's going to be permanantly in a wheelchair (Japan). Or maybe we jsut have to come to the conclusion that we are wheelchair bound and live with it. Maybe the market is figuring this out too.
    Aug 27, 2013. 04:31 AM | Likes Like |Link to Comment
  • International Business Machines: Credit Suisse Downgrade Rationale Is Flimsy [View article]
    Thats the 64,000 dalla question, when does he get out. ??? he may not plan to but then he may go against his 3 rules of investing. :-)
    Aug 13, 2013. 10:31 AM | Likes Like |Link to Comment
  • International Business Machines: Credit Suisse Downgrade Rationale Is Flimsy [View article]
    Tom,

    I'm inclined to be negative towards IBM at this level because of the technical picture.

    It's been hanging out between 190 and 215 for close to 2 years now. The last 6 months has seen the rallies get smaller and smaller, that is declining tops and the 190 level that has held as a base, has been breached. It could easily hit 160 in my opinoin.

    I haven't read the CS report, not really interested.....but I would like to get your opinion on thier layoffs and furloughs. It seems like they are having problems and this is tech, the industry where change is the only constant. You don't start sending people home and giving out obligatory extra vacations if business is great. The CS report may be off but it may not matter.

    p.s regarding Warren B, tech was never his thing.
    Aug 12, 2013. 07:44 AM | 1 Like Like |Link to Comment
  • Why Amazon's Expansion Knows No Bounds [View article]
    Cruising for a bruising is the thought that came to mind. I think they are becoming a bit too broad, they have thier fingers in too many cookie jars and somethings gotta give.

    Reminds of the intermittent fasting analogy, and what happens to the bodies cells when this happens. In short they repair and get strong contrary to what one thinks would happen from a restricted diet. It has some economic implications for tapered growth being healthier for economies and companies.
    Jun 7, 2013. 03:37 AM | 3 Likes Like |Link to Comment
  • Market Outlook - Stocks Ignore Shaky Economic Data [View article]
    nice roundup Price
    May 20, 2013. 05:29 AM | 1 Like Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    thats thes cary part dude, just looking at the charts IBM sets up more like a perfect short than a long position. The whole discussion board seems to be like people livinging in the Matrix (discussing IBM as a company) vs those looking at the code of the Matrix (the charts).

    Funny but true
    Apr 24, 2013. 06:55 AM | 1 Like Like |Link to Comment
COMMENTS STATS
233 Comments
244 Likes