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realornot

realornot
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  • 5 Stocks Due for a Pullback in 2011 [View article]
    X looks ok. Buy still.
    Dec 28 04:29 PM | 1 Like Like |Link to Comment
  • 5 Stocks Due for a Pullback in 2011 [View article]
    AMZN is still a buy. Biggest online-retailer in town.
    Dec 28 04:26 PM | 1 Like Like |Link to Comment
  • 5 Stocks Due for a Pullback in 2011 [View article]
    CAT ST is a pullback MT & LT Buy.
    Dec 28 04:23 PM | 2 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    Bear in mind, not everyone owns a DVD player that uses internet for streaming movies. You have to buy enough broadband speed to watch a nice streaming movie. This is an increase cost to consumer. I don't record my parents and grand parents streaming even 1 movie off the internet. They just know how to use DVD or VOD. Capturing the rest of the pie will be difficult, we often change taste. Today maybe Hulu and tomorrow could be Dvlo. Will APPL put out a killer model similar to itune like imovie? I will bet with APPL for long term growth and love their products. This is a true winner.
    Dec 28 03:35 PM | 3 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    You're forgetting NFLX is now changing the model to streaming so the 1997 model is out the window. Everyone out there is going for streaming or been doing streaming. I have watched a lot streaming movies already but not from NFLX. It is not my 1st company I have in mind. I like HULU. Just check out HULU, who is really their backers and NFLX, all they have are rivals. They own the DVD niche but not streaming. Headwinds are really strong. I see this stock makes more sense at $50s. APPL (low P/E) & GOOG (avg P/E) make sense. I will be a buyer at a right price and with a more secure model.
    Dec 28 03:22 PM | 3 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    You get burned with longs too not just shorts. You need to do your homework. You can profit both longs and shorts. Look at V & BBY. Hold long - Ouch? It was fine earlier though so timing is everything. V & BBY are looking much better now. Shorts are too risky at this level.
    Pick your entry points right.
    Dec 28 12:01 PM | 1 Like Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    Rolling over on NFLX....LOL givemeabreak. Reflex rebound only. This stock will not just go straight down. Go ahead pile in your $$$$$. You will get $$$$ in ST. MT $$$. LT $$. Go chase it. Love people chasing dust....
    Dec 28 11:47 AM | 3 Likes Like |Link to Comment
  • GM (GM) is off to a strong start this morning, after analysts from JPMorgan, Citigroup, Morgan Stanley, BofA/Merrill, RBC Capital, Barclays and Credit Suisse all initiate positive coverage. JPMorgan sees a price target of $44. Shares +2% to $35.30.  [View news story]
    I think all those analysts got snow blinded or are the comments come from the Robo calls? How can GM get all these upgrades? The biggest customer is cutting out. I bet GM is really worrying and having emergency meeting at the corporate and China's office. This will not seat well with its parts suppliers either. I can smell fish when I see one. Do you?
    Dec 28 11:40 AM | 2 Likes Like |Link to Comment
  • 5 Stocks Due for a Pullback in 2011 [View article]
    I am on the sell side with NFLX. Be real... look at the content providers, they will charge more and more until NFLX say no.
    Warner Brothers is having VOD as well. AOL (don't remember them)
    YHOO beaten by GOOG. Will NFLX becomes HULU ?? HULU will sell shares soon (they have the stk symbol ready to go). HULU got content backers. Keep holding it LONG guys...pain will get to you soon.
    Dec 28 12:53 AM | 1 Like Like |Link to Comment
  • One Bad Burrito! (CMG) [View article]
    CMG you mean one Deep Frozen burrito. They may do very well if they are all located at the airports and they are not. With the west, rock with all the rain and with the east, sour with all the snow.
    Retail and Restaurant businesses got to be hurt.
    With seasonal slow season coming up, it is hard to hold them long.
    Take profit for all of them soon.
    Dec 27 03:33 PM | Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    NFLX Look people there is no POMO or FED behind this comp. No too big to fail either. Fundamental is off to the stratosphere. No company will merge or buy this company at this high flying P/E level. Why would you play aLong? Don't care if you are a short seller or not. There is time to fold your cards and take profit. You cannot hold your cards forever while others are bailing out ahead of you and making the right move. 2011 resolution is upon you. What is your wish? Hold long until it breaks??!! Good Luck!
    Dec 27 12:42 AM | 2 Likes Like |Link to Comment
  • Electronics retailers tumble after Best Buy's (BBY -15%) decline in Q3 profit, lower same-store sales and reduced guidance - despite rising Y/Y U.S. electronics sales and robust overall retail sales. RSH -4.4%, GME -2.4%. Popular products from the likes of Netflix (NFLX) and Apple (AAPL) may be reducing the need for flat-panel TVs, videogames and other retail staples.  [View news story]
    BBY CEO may just want to undershoot it now and give a surprise nx time. BBY is the only player in town. On-line is one thing. You do go there to buy last minute electronics and accessories.
    You can buy things for yourself on-line but when it comes to personal gifts. I still go there.
    This is a steal at this price.
    Dec 14 05:06 PM | 1 Like Like |Link to Comment
  • Netflix (NFLX -5.7%) shares sink as Time Warner (TWX) CEO Jeff Bewkes labels it a small-time organization with a business model that can't work. More harmful is the growing sense that Netflix’s content costs are going up far faster than revenue growth, and those costs, which are amortized, will start to show up in the earnings results at some point.  [View news story]
    Tech, it is consolidating at a new base. It can pretty much recover what's lost for today and a bit more than Good Luck.
    Have to watch for the entire market now...Santa is about to land..Nx wk...very soft week...
    Dec 14 04:58 PM | Likes Like |Link to Comment
  • The National Retail Federation boosts its holiday sales forecast to +3.3% from its previous +2.3%, saying "the start to the holiday season has surpassed all expectations" and that stock market gains and higher income are lifting confidence. Employment will have to improve to sustain a sales gain, though, the group added. (Nov. retail sales, ICSC retail sales)  [View news story]
    I do see strength in the retail sector during Black Friday. It is sort of slowing down. I have done a field check for the past 2 weeks at some popular malls and specialty electronic shops. AAPL for one, Best Buy another. AAPL is busy as usual and the check out is as busy. I myself bought things there too. For the flip side, Best Buy was very busy but the ck out line is rather disappointed and the rpt reflects that.
    Lots of people are playing games and saw a lot of people taking pictures of products and that's all. They might be the AMZN shoppers... including me :) look first then buy at AMZN.
    BestBuy needs to strengthen their on-line products line up to compete or they will face a steeper sales fall.
    Also, shoppers are very picky which store to visit in the mall. Some are completely empty during the holiday season. No need to mention here who they are. Will see their sales rpt soon then I will know whether I am right. One locale may not able to tell the whole story in the nation. In fact, some came earlier disappointed.
    Dec 14 11:58 AM | 1 Like Like |Link to Comment
  • Research in Motion's (RIMM +0.9%) PlayBook tablet will move a relatively low 2.1M units in 2011, says Citigroup. Worse, RIM's worldwide smartphone market share is 15%, down from 21% in 2009. Citigroup projects $1.62/share for Q3, versus the consensus $1.64/share, and reiterates a Sell rating.  [View news story]
    RIMM??? RIMM ah smart phone?? I thought GOOG, APPL & Samsung are the smart phones makers. None of my friends own a RIMM. I owned Andriod, Iphone and Samsung happy with them. Never cross my mind my nx ph will be a RIMM. Do you see a line anywhere when a new RIMM sale at your local vendors? Anyone pre-ordered the RIMM and they ran out of stock. Not that I heard of anywhere so RIMM is in trouble.
    Rate me up if you think I am on the right track. Let's do a survey here.
    Dec 14 11:11 AM | Likes Like |Link to Comment
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