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SimpleStuff

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  • Russell 2000: Due For A Bounce? [View instapost]
    I am so glad I found this posting, Mr. Mosgovoy. I did not know about it until I started searching for information, after the market close today, for anything on the IWM. I sensed a huge decline coming in the Russell 2000 a few days ago and got into the TZA. The bouncing around since then has been unnerving - though we almost got through 108-109 in the Russell today before heading back to 111. I love this post. I will keep my TZA and my nerve. In a webinar today, another analyst suggested smart money is buying the Russell and selling its large caps--because it has some valuation upside left. Based on some other Seeking Alpha information, I don't see how that could be.
    Thank you for this--very much!
    Aug 5 09:18 PM | Likes Like |Link to Comment
  • Why Microsoft Is Back On The Offensive [View article]
    Really good article! Kudos to the nod you gave to MSFT's financial successes so your piece rises above fan status. IMHO, MSFT has a very bright future. I am building a core position of it's stock in my IRA. I no longer own IBM.
    In the '90's, MSFT was beaten up mercilessly for it's 'bully' posture. It actually became gun-shy -- again in my opinion -- and I believe that is the source of its missteps. I like their newfound sense of self-confidence. Who knows, maybe a little corporate confidence and vision will be all that's needed to fire up their execution engine again in a sustainable way. Success is all about doing what you think is best, and doing that well, not pleasing other folks. I think they have a shot to innovate again to all of our benefit.
    Aug 5 07:57 AM | Likes Like |Link to Comment
  • Why Zynga's Earnings Are A Non-Event [View article]
    Thank you for this article as well as the links to the others. I am printing a couple to read when I get particularly nervous over ZNGA price gyrations - especially today. I liked your article on theStreet that you linked. It had several reasons for liking this stock that synched up with mine; I bought my first position on learning this Spring that Don Mattrick was heading up the turnaround effort. The games put out under his leadership at Microsoft were incredible. I have also read of the incredible game development talent he has recruited, and the reputation of these folks was truly inspiring. I also feel good about their cash position, and Facebook plus new mobile efforts are a plus. It is truly hard to find out any information about them, so your research here is welcome. Thanks for sharing it. Long ZNGA for as long as it takes. :) [I know a lot of gamers - it is as good as any addiction you can think of; China opportunity sounds great.]
    Jul 29 06:22 PM | 5 Likes Like |Link to Comment
  • Microsoft And Intel Are Putting The 'Win' Back In Wintel [View article]
    Congrats on nailing it, Mr. Blair. I too suffered through the naysayers' comments, and your articles always cheered me up. I tried several times to hold onto the stocks over the years. I have made my fair share of dividend income from them. But I have stayed shorter and shorter time frames with them, and taken mostly swing-trading profits over the last year. Your sentiment to stay in cash now agrees with my own. I also want to wait and see if the 'goofballs' who deride and short 'Wintel' come back and restart their vindictiveness.
    Thank you for the numbers. As a programmer myself (both Linux and Windows), I admit a bias to the Wintel products because they are, frankly, just 'Elegant' from this software engineer's perspective. Kudos to you for helping those of us out here in the wilderness keep the faith in these two grand companies.
    Jul 17 08:06 AM | 4 Likes Like |Link to Comment
  • Microsoft: Worth More Than $37.07 Per Share [View article]
    Well said, Diesel. Why, indeed.
    Jun 23 06:42 PM | 1 Like Like |Link to Comment
  • Is Anticipation Investing Hurting Your Portfolio? [View article]
    Terrific! Enjoyed the video very, very much. I am not a bear. I am relieved to see some objective data, finally! Can't beat you guys on Seeking Alpha for telling the bold truth about where we stand. Thank you!
    May 25 09:43 PM | Likes Like |Link to Comment
  • So Far, It's The 'Year Of The Dog!' [View article]
    Doug,
    I keep a copy of your November 13, 2013 article "Secular Bull and Bear Markets" on my desk at all times. Could you update the chart for the current year and publish it again? It is the BEST way to track the macro picture! ...it keeps me calm. :)
    The charts in this article are also excellent. Several traders I follow have been recommending the GDX for this year's beginning and I have been thoroughly surprised at how it has worked.
    Thank you for this overview. I always look forward to your articles.
    Feb 14 10:04 AM | Likes Like |Link to Comment
  • No Matter What The Unemployment Rate, The Fed Will Have To Taper [View article]
    Excellent article and great topic! I agree and now understand how policy would counter "administration's" better angels. Thank you for writing it!
    Sep 8 10:37 PM | Likes Like |Link to Comment
  • Microsoft Is Shooting Itself In The Foot By Acquiring Nokia [View article]
    Schmarvin & Getgi - I believe this IS the MS strategy. Think IBM as an enterprise services prototype for MS and the recent Lumia sales success: Delta Airlines. Delta putting all enterprise apps on 19k MS phones...to help them increase sales to customers/passengers. Think other businesses might like to get in on this?

    Also here's a wildass idea: MS not going Google or Apple. No, think IBM. Bill Gates and Warren Buffett are friends and admire each other. Warren bought IBM stock (first tech purchase) after he bought the Burlington Northern railroad. Why? Because he discovered 'the deep moat' relationship between IBM and BN. IBM customer relationships are legendary--hdw and services are unmatched and unbreakable. This is where I believe MS is deliberately headed. Nobody can touch 'em in the Enterprise. Forget this BYOD crap. If an Enterprise like Delta sees a way to make more money thru MS secure mobile hdw & sw, do you think they'll be a model for others that use MS for their business?

    I do not own any stock in any of these cos.
    Sep 5 07:29 AM | Likes Like |Link to Comment
  • Accelrys: Is Now The Time To Buy This Niche Company? [View article]
    Thank you for the article. It caught my attention when featured under "Insider Buys" on one of SA's newsletters. I am adding it to my watch list and will do much more investigation. Very interesting story.
    Sep 2 08:48 PM | 1 Like Like |Link to Comment
  • Recent Adduplex Data Suggest Nokia Sold Over 2 Million Lumia 520s In July [View article]
    I agree. Another good market-share-first example [don't know if B-school still uses it] is the invasion of the Japanese auto industry into the US market. Besides failing quality in the Big 3 US automakers, Japan offered great cars at lower prices for a considerable time - thus increasing share substantially. And, now you have high-end Lexi [yes, I know], Hondas, and Toyotas. I hope I am not the only one on SA that actually remembers that time. :) Good job, good article.
    Aug 16 08:11 PM | 8 Likes Like |Link to Comment
  • Apple, Google And Nokia: Why China Is Such A Slog [View article]
    BRAVO! <Applause> to @Same1234 and to Chandan. Long NOK.
    Aug 9 05:53 PM | 3 Likes Like |Link to Comment
  • Is Nokia Going Into The Camera Market? [View article]
    It is not a coincidence that Samsung is opening an R&D lab in Espoo to be near Nokia. They want to hire the prior workers from Nokia and figure out how to do what they do.
    Jul 25 10:32 PM | 1 Like Like |Link to Comment
  • Nokia (NOK +1.9%) has officially unveiled the Lumia 625. As expected, the phone contains a 4.7" display sporting a mere 800x480 resolution, a 5MP camera, 4G, and a dual-core, 1.2GHz., Qualcomm Snapdragon CPU. It'll arrive in Asia, Europe,and Latin America in Q3, and will sell for €220 ($290). Engadget found the 625's performance solid, but called its display "pretty disappointing."  It looks as if Nokia's goal here is to take on Chinese OEMs such as Huawei, ZTE, and Lenovo, who are doing brisk business in many markets (and pressuring Nokia's feature phone sales) by selling cheap, no-frills, Android phones, some of which pack large displays. (yesterday[View news story]
    I hope someone can do an article with maybe a pro forma bill of materials/COGS analysis on this 625. My guess is the selected display is very positive for margins. Consumer research would show that a "standard" display is excellent for emerging markets and that the "competitive edge" for these consumers goes to the "extra features" or " usability" of the phone instead. Reviewers of the phones do a disservice in not pointing that out.
    Jul 23 12:14 PM | Likes Like |Link to Comment
  • Microsoft's Earnings Report And Its Future - Part 2 [View article]
    I don't think it's the beginning of the end, but I sold at $36. Don't bet against the bears. Will wait and see.
    Jul 20 04:13 PM | Likes Like |Link to Comment
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