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  • Scotland heads to the polls in the morning [View news story]
    FREEDOM !!!

    (somebody had to post it)
    Sep 17, 2014. 10:26 PM | 1 Like Like |Link to Comment
  • TNT locks up rights to next five Marvel films [View news story]
    The money train just keeps rolling down the tracks with all the content Disney has available. The remarkable thing is that even after such a remarkable run over the last few years with the Marvel franchise, it will probably pail in comparison to the earnings the Star Wars movies will generate.

    I've been pounding the table on DIS for two years now but even at all-time high's Disney is still a great long-term buy at these prices.

    Disclosure - Long DIS (but wishing I had bought more at $45 a share)
    Sep 17, 2014. 03:07 PM | 1 Like Like |Link to Comment
  • Adding Risk By Closing Morgan Stanley And Putting Profits To Work In Under Armour [View article]
    I'm not arguing against your strategy, however I think you made a mistake selling MS before earnings were reported in October. I'm also looking to exit this position after a huge gain, but I think there is still some room to run heading into earnings next month. Maybe I'm just greedy? LOL And while I like UA, the growth story for this company is China - NOT the US consumer. China looks to be slowing somewhat, and that would hurt companies like UA. And since UA is basically trading at it's all-time high here, I personally would find it very hard to chase. Still...

    I think we are pretty much on the same page but perhaps looking at things from different angles so I'll just wish you the best on your trade.
    Sep 17, 2014. 10:36 AM | 2 Likes Like |Link to Comment
  • Macau stocks lower as new growth projections factor in [View news story]
    I agree 100%. It's amazing how short-sighted the market can be sometime. LVS and WYNN are being priced like Macau is basically closed for business. Ridiculous. Any price under $60 on LVS is a gift.
    Sep 16, 2014. 09:37 AM | Likes Like |Link to Comment
  • Question over iPhone 6 China availability sends China Mobile, Apple lower [View news story]
    It would be ridiculous for Apple to respond to all these so-called analysts rumors. If you review the wording it's always something like "Apple may not" or "there is a possibility". Postings like this are simply garbage because they don't really say anything substantial or verifiable. It's all conjecture or rumor designed to more then likely support a price-point on an Apple position by the analyst's firm. Frankly, it's always amazed me that actions like this aren't illegal? Whatever...

    Ignore the noise and concentrate on the longer term horizon. Remember, 18 months ago many of these same "experts" had Apple bankrupt and basically out-of-business by now.
    Sep 16, 2014. 09:32 AM | 10 Likes Like |Link to Comment
  • Risk of FOMC hawkishness not priced in says Citi [View news story]
    Volatility levels are incredibly low... and cheap. If you aren't buying protection on your long positions then you have NO ONE but yourself to blame if the market takes a downturn. Feel free to cruse at the sky if you so chose, but the Fed is going to do what they are going to do and I can't change that. Therefore, I chose to make as much money in the current market conditions as I possibly can and protect my positions accordingly. If you decide not to proceed in that manner, best of luck to you.
    Sep 13, 2014. 02:54 AM | 1 Like Like |Link to Comment
  • Risk of FOMC hawkishness not priced in says Citi [View news story]

    However, I would counter with the observation that what it REALLY should tell you is that all these market observers really have absolutely NO IDEA when rates will rise only that they will sometime in the future. The only thing they really know for sure is that their jobs are dependent upon them making some kind of statement, so they better say something.

    My opinion, for what it's worth, is that rates will rise, when they rise. That isn't today and it won't be tomorrow. When they do, I'll adjust accordingly.

    Disclosure - long TBT through shares and options.
    Sep 12, 2014. 04:46 PM | 6 Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Just a simple question for everyone here --- why would anyone give any credence to anything that Mr. Blair has to say when he has been so absolutely, fundamentally wrong in the past? For god sakes, he's been short Apple for the last 40% in share price appreciation. If anyone on the site has demonstrated anything over the past year of postings, Mr. Blair has shown he can be completely wrong and still not give up. You have to admire his commitment to his beliefs, even if they have been 100% wrong. However, his articles are starting to get VERY close to seeming to be written by a man displaying a sever case of obsessive compulsive disorder. I don't know about you but those aren't the type of people I take my investing advice from.
    Sep 11, 2014. 06:56 PM | 1 Like Like |Link to Comment
  • Looking Ahead To The Next Recession [View article]
    Doom and gloomers ONLY have to be right once and they'll claim "brilliant insight". Bulls have to be right every day or they are seen as failures.

    Using CNBC has a measure of the "talking heads" they have on the air, there have been well known money managers that have been basically completely wrong since 2009 and are STILL pouring out the same old bear line. Someday I'm pretty sure that prospective will be correct. However, in the meantime you would have completely missed one of the greatest market bull runs in the history of capitalism.

    Ponder that fact for a moment.

    You know what? Pick stocks of companies you believe in. Do your homework on a regular basis. Don't try and trade around the market ups and downs BUT take some profits on some of your big winners. History has proven that in the long run, you'll make money about 99% of the time.
    Sep 9, 2014. 04:23 PM | 6 Likes Like |Link to Comment
  • Looking Ahead To The Next Recession [View article]
    No inflation... Low interest rates... Improving manufacturing data... Increased technology spending...

    The sky is falling? Hmmm... Get back to me in 2020.
    Sep 9, 2014. 03:50 PM | 9 Likes Like |Link to Comment
  • Morgan Stanley sours on Ford [View news story]
    I agree...

    You can make an argument that Ford might be set to a "Neutral" until the new product line is released. But to completely flip-flop on the stock doesn't really make a lot of sense given no really new bad news and what seems to be an improving (albeit slowly) economy.

    Oh well... I still believe in the story long-term. Hold your shares and collect the dividend.
    Sep 8, 2014. 07:33 AM | 6 Likes Like |Link to Comment
  • Tepper: Bond rally about over [View news story]
    Better listen to Tepper. He is one of the smartest guys in the room and VERY rarely wrong.
    Sep 4, 2014. 12:58 PM | 2 Likes Like |Link to Comment
  • More on "grossly negligent" ruling against BP [View news story]
    Should BP drop into the low 40's on this news, it becomes an immediate BUY right there.
    Sep 4, 2014. 11:03 AM | 5 Likes Like |Link to Comment
  • Starbucks to face some new store challengers in the U.S. [View news story]
    I agree... Bring them on. I've never seen a product that people were more loyal too then their Starbucks daily coffee fix. Plus, they have one of the smartest CEO's out there. I'm long and plan to stay that way.
    Sep 1, 2014. 10:48 PM | 1 Like Like |Link to Comment
  • Not Selling Apple On September 9th Makes More Sense [View article]
    Yes... Buy and hold? I think that is old news here for a lot of people. :-)

    Admittedly, I might not be the smartest investor to comment here, but frankly, just how many people have had demonstrated success trading around events like this with ANY stock? I've held my position in AAPL since 2009 and added on the dips. I'm will be willing to bet that the stock will end the year with a $100+ handle on it and I'm not will to game the market just to save a $1 a share here or a $1 a share there. To me that is a LOT more risky then the shareprice bottoming at $95 as someone mentioned above before rebounding (as I expect).
    Aug 27, 2014. 12:28 AM | 4 Likes Like |Link to Comment