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  • 3 Reasons Why Micron Fell In After-Hours Trading [View article]
    I worked in the memory industry many years ago. I bought this stock at the low and have sold into strength. I still own some. I had hoped the market would have a nice summertime decline, but alas not yet. I usually buy chips late in the summer and see nice profits in the fall. Having traded MU for many, many years, a word of warning. It falls fast. Don't listen to analysts. They sell into strength and tout how great the stock is so they get out before the decline. Maybe it will be different this time. Just saying.....
    Jun 24, 2014. 10:49 AM | 5 Likes Like |Link to Comment
  • AMD: Hard Core Gamers On Tablets Is A Big Opportunity [View article]
    I had to laugh because I understand your post and frustration. However, I remember so many with the same exhaustion over MU and before that WDC as two examples. AMD has been stuck because turnarounds are slow and PC sales have kept declining. Hard to be impressed under those circumstances. Things are looking better for AMD, but it still isn't felt by the investment community. Patience is usually rewarded.
    May 19, 2014. 07:17 PM | Likes Like |Link to Comment
  • Pfizer And AstraZeneca: Innovation Will Not Follow Acquisition [View article]
    I worked for Baxter many years ago as did my husband and many of our friends. They made acquisitions and left one large acquisition alone. It felt like a separate company. I did not like it. The culture was different. It never felt integrated.

    One particular division was a huge money maker. Everybody wanted a job in that division. They got all the raises, bonuses, trips, etc. Today competition has reduced profits in that division.

    IMO, the innovation is better suited to evolve from the much smaller biotechs that eventually can be absorbed by the bugger guys. They can focus better.

    I am not a fan of M&A in any sector because it usually means jobs are lost. I have felt it personally. Here is another example to ponder. Years ago, United Technologies bought a semiconductor company in Carrolton, TX. They provided that company with lots if money for expansion and research. They did not tamper with that company allowing it to make all the decisions. Within about 2 years that semiconductor company went bankrupt. I was there. It was horrible.

    My point is that each circumstance, timing, and most importantly management can make or break the acquisition. I have lots of stories like the above. Long term success is tough when merging companies. It is usually painful for some and beneficial for others. I am very familiar with most pharmaceutical companies. Bigger is rarely better. Tight internal controls with respect to spending is not very consistent and it varies on the division. Imo, big pharma is devoted to building an empire.
    May 8, 2014. 01:15 PM | 2 Likes Like |Link to Comment
  • AMD soars; Street likes console strength, improved PC outlook [View news story]
    It is nice to see AMD get a touch of respect. They are not at all out of the woods, but clearly they have a plan and are slowly implementing it. They need a bit of luck like MU got to give them a big chance of success. I am long, but expect this year to be a but of a ride. There are plenty of naysayers.
    Apr 21, 2014. 03:26 PM | 1 Like Like |Link to Comment
  • AMD soars; Street likes console strength, improved PC outlook [View news story]
    I wonder what this analyst thought about MU when it was floundering to survive for many years? Or how about Seagate or Western Digital, two companies that supposedly were dead by the experts. I even made significant money for years with XRTX. These guys are dopes. I am glad I never listened to the "experts".
    Apr 21, 2014. 03:23 PM | Likes Like |Link to Comment
  • Keystone pipeline decision delayed again, likely until after November elections [View news story]
    Yes, if he was an honest person, he would pick a position and live with it. Instead we get what he has done for decades and that is to take the fence position. He loves to say oil production is up in the US, but he fails to say it was all increased on private lands. Of course our stupid media says nothing. A recent on the street polling was done asking what April 15th meant to anybody. They were all young voters and not one remembered it was tax day. Our population is stupid and this president is exploiting it.
    Apr 19, 2014. 09:35 AM | 17 Likes Like |Link to Comment
  • Advanced Micro Devices beats by $0.02, beats on revenue [View news story]
    Investors have a short memory. MU suffered a very, very, very long time. I know.
    Apr 17, 2014. 10:30 PM | Likes Like |Link to Comment
  • Micron: Opportunity Knocks, Yet Wait For This Signal To Buy [View article]
    The market always goes down way more than we ever imagine it will, and conversely it rises well last what we ever thought to be possible.

    I am pretty good finding a bottom, having felt the pain many times in the past, but I still am not nearly optimistic enough with respect to how high a stock can rise. I suspect that has more to do with my belief in value and not froth. I can list any number if stocks that have risen to the froth level.

    I will be buying more MU. The thrill is buying it back at the best price.
    Apr 10, 2014. 09:43 PM | 2 Likes Like |Link to Comment
  • Can Ford Keep Its Motor Running? [View article]
    I have two Ford trucks. One is 14 years old and frankly in perfect condition. It only gets used occasionally on the farm to haul horses or landscape material. The other truck is smaller and is 16 years old and looks pretty darn good. We did buy a new Ford this year as a business car. When I look around at other cars, they all look to be less than 8 years old. I don't see too many junkers.
    Apr 8, 2014. 03:07 PM | 1 Like Like |Link to Comment
  • The Stock Market Is Rigged! The Stock Market Is Not Rigged! [View article]
    I agree, but many hating the markets will pile on this story. I listened to the author this am. While he tells people to stay in the market, he doesn't sound convincing. I am the little trader. The only thing that limits me is my conviction and keeping emotions out of the transaction. I love to buy. I hate to sell. Still, I am happy with my results.
    Apr 2, 2014. 11:43 AM | 1 Like Like |Link to Comment
  • The Stock Market Is Rigged! The Stock Market Is Not Rigged! [View article]
    Youth already detests capitalism now has more ammunition. Youth is taught all things should be equal. So if asked if everybody works at the same level they concede they don't, but feel nevertheless they should make the same money. This idea of all things should be fair is pushed throughout our public school system. Youth will not invest in our markets and thus they will nit create wealth.
    Apr 2, 2014. 11:38 AM | 3 Likes Like |Link to Comment
  • AMD Looks Finished [View article]
    Ever watch Gold Rush? The young kid, Parker, was hated by his employees this season. It was apparently much worse than viewers realized. If you had surveyed them during this transition season, I doubt he would get a 1. He made a lot of mistakes, but in the end they found 1.5 million in gold this past season. He probably would still get poor employee reviews, but he is now respected.

    Rory doesn't have to be adored, but his plan must work long term and like Parker have faith in his own plan. Parker felt bad he wasn't always understood by his employees, but he wouldn't change much.

    Sad that this author is so wanting AMD to fail. Something rather twisted about that sentiment. I too like to hear both positive and negative on any issue, but railing for a company to fail and all those people lose their jobs is mean spirited.
    Mar 20, 2014. 11:05 AM | 4 Likes Like |Link to Comment
  • PetroQuest Energy: Recent Operations Update Highlights Lucrative Risk Reward Opportunity That The Market Is Not Seeing [View article]
    Actually Charles Paine on Fox Business touted this company and within minutes it started going up.
    Feb 14, 2014. 08:04 PM | Likes Like |Link to Comment
  • The Great Squeeze Play [View article]
    It is no longer simple and that is the problem. It is a global economy and every country is fighting for their share.

    Wages are determined by need and supply. We have way too many unskilled workers today because many of those labor intensive jobs are gone, but also because over 8,000 kids daily drop out of school. We are adding more and more unskilled workers while demand is diminishing. Conversely, CEOs visiting the WH this past week tried to explain to Obama that they can't find the skilled workers they are looking for. I know this is true because a family member running a manufacturing company struggles to find qualified help. The CEO of Seimens spoke on this issue years ago. A local business here in my town is offering jobs above 50,000 and can't find help in their industry. We can't find truck drivers because too many young guys have bad driving records. I could write volumes on the job market, but instead we are trying to make a dish washer a living wage job in order to raise a family. That is ridiculous. Lots of jobs were never meant to support a family.
    Feb 4, 2014. 12:24 PM | 1 Like Like |Link to Comment
  • The Great Squeeze Play [View article]
    I would argue that far too many workers have no budget, no active saving plan, etc. When I was growing up, everybody had a budget, a xmas club account, a vacation book, and at least 1 savings book. We also had no credit cards, but instead used lay away plans. It was a fair time. Btw, workers saved 10 percent or more of their wages. The people I hung around with were telephone workers, truck drivers, carpenters, manual city workers.

    Availability to credit has ruined this country. We hiked up a living standard based on credit and now we can't keep up that living standard. It was all artificial for most.
    Feb 4, 2014. 12:12 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
94 Comments
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