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  • Is It Time To Short Apple? [View article]
    However, the story used the cheap headline hook device of "Is It Time to Short Apple?" Of course, like Doug Kass's use of AAPL, there is high publicity value in just dropping the name.
    Feb 21, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Russian Equities Are Incredibly Cheap Right Now [View article]
    I'm not an ultra-patriot but I don't want to put any money into what that country is doing, regardless of how much bounce potential there is. And just from a practical viewpoint, they are far too leveraged to oil.
    Jan 18, 2015. 10:21 AM | Likes Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    Okay, officially removing GILD from my alerts list. So many articles because this is what is grabbing page hits.

    Personally, I can find other stocks/indexes that are not complex battlegrounds, to make money with. GL.
    Dec 23, 2014. 07:42 AM | 10 Likes Like |Link to Comment
  • Ho Ho Harvoni: Gilead Sciences Is A Gift That Should Be Under Every Investor's Tree. [View article]
    "1. Ironically, my biggest concern about GILD going forward is the large amount of bullish articles that have been published--as you pointed out! I almost mentioned it in my article, but it was already getting too verbose for my tastes."

    I've been wondering about that lately, though I normally only trade IBB on weakness, seeking to avoid company specific risk. In GILD's case obviously, it is over-reliance on profits from one drug. IBB taking the requisite hit this morning because of the Express Scripts decision which, in the case of pricing, is the way it should be.

    I also guess that the recent flurry of articles, none of which I actually read, are at least partly an attempt to grab page hits -- see AAPL -- because GILD is "popular."
    Dec 22, 2014. 09:23 AM | Likes Like |Link to Comment
  • Gilead Sciences: First Oncology Drug Strengthens War Chest [View article]
    Thanks for this detailed analysis. And it underscores my general philosophy with biotech; figuring out which individual companies are going to do well in the future is extremely complex and therefore, very difficult to do consistently in the long run. And so, aside from fishing for the occasional 10-bagger, with extremely small positions, I will stick to a core position in the IBB ETF, while trading around it via buying weakness/selling strength in it, in small chunks, in the IRA.
    Dec 16, 2014. 12:08 PM | Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    Brad - I'm now more in the camp that his bearish postures are mainly advertising for his media appearances. My guess is that the short positions he takes in any individual stocks he lambastes are minimal.

    And of course, AAPL is the perfect stock to use for him since everyone always wants to read/hear about it.

    If real traders with experience are really trying to make money on the short side, they are more likely to selectively use something like IWM/TF.
    Dec 13, 2014. 09:55 AM | Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    That's it exactly and I normally no longer read the pieces with that type of headline or, anything on AAPL; every once in a while I step in and express displeasure.
    Dec 11, 2014. 11:51 AM | Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    "In an article published on, Doug Kass makes a compelling case for shorting Apple if one views valuation in a vacuum."

    I know this is yet another article designed to get page hits on an AAPL piece (which I normally do not read anymore) but ... Doug Kass .... pre-AAPL earnings, he presented his thesis on why AAPL would be a good short and he shorted it (we don't know how much), ahead of earnings and into AAPL's strongest upgrade cycle in history and the intro of the AAPL pay stuff (yes, an unknown right now). After earnings, he closed his position at basically, a break-even. That is interesting because his thesis was a long term one and he made this a short term trade.

    It's become apparent to me that Doug espouses contrary and bearish ideas merely to advertise his media appearances and writing opportunities so, people might want to take that into account.
    Dec 11, 2014. 11:11 AM | 6 Likes Like |Link to Comment
  • The Apple Watch And Its $11 Billion Impact On Earnings In One Year [View article]
    "ability to talk to Siri, ..."

    You had me until that. :0

    But really, it'll be interesting to me to see how widespread the whole wearable's become; I can see a big tie-in to health related stuff, which is really the only part of it that interests me .... otherwise, the cell "phone" (I have a Motorola Droid turbo) pretty much provides all I need. Then again - I am 62.
    Dec 9, 2014. 05:36 PM | Likes Like |Link to Comment
  • Update: Apple's HealthKit Seeing Early Adoptions [View article]
    The monkeys are already in the trees with our HC system over here Nick - it is a mess. But I wish I thought our government were efficient enough to collate and run the whole thing itself.

    As far as e-health goes, I wish there was some significant sharing of my health data between practitioners ..... pretty outrageous that there isn't by now but then there has been no overseeing force to drive and standardize that.
    Dec 5, 2014. 09:08 AM | Likes Like |Link to Comment
  • QQQ Is Not The Technology ETF You Think It Is [View article]
    Most people are aware of the weighting in the QQQ; the name really doesn't matter though I can see a novice investor that doesn't do any research being mislead.

    I personally wish it were more = weighted but it is filled with companies vital to business and entertainment, the bedrocks of our economy, along with a very nice does of biotech/healthcare and some other solid companies. Not a bad mix at all plus obviously, it is liquid as heck if your are actively trading it.

    TQQQ is a nice 3X of the underlying QQQ if you don't want to put as much cash at risk.
    Nov 10, 2014. 07:59 AM | Likes Like |Link to Comment
  • Small caps enter correction zone [View news story]
    The "Death Cross" area, because it is so far from the highs, is just as likely to be a buy point as a breakdown one. And if you're scaling in long after weakness, with the right time frame, you can eliminate the all-or-nothing guesses. Those are best used by people getting paid to write predictions.
    Oct 1, 2014. 04:53 PM | Likes Like |Link to Comment
  • Small caps enter correction zone [View news story]
    Typically, a very good place to start scaling in to the index, especially from a good cash position.
    Oct 1, 2014. 03:57 PM | Likes Like |Link to Comment
  • A Market Correction Is Right Around The Corner. Yes, Really! [View article]
    I welcome a big pullback Walter. My trading style is to actively scale in long -- via either the QQQ, SPY or IWM, depending -- during/after dips, using smaller sizing during the heavy selling. Later, I scale out into strength. If there are no dips, I don't make as much money. I treat it like a retail business where I have inventory concerns.

    So I am very risk averse. The downside to my approach is too much time looking at the market but at least it is out of the corner of my eye now.

    The way I look at all of these "predictive" (which in the long run, when they are "right", they are merely coincidental) pieces now is that it is a good way for writers to make money but not a good approach to follow for making money in the markets in the long run.

    Market correction - bring it on. I will never be complacent.
    Sep 23, 2014. 04:02 PM | 2 Likes Like |Link to Comment
  • A Market Correction Is Right Around The Corner. Yes, Really! [View article]
    "There is no shortage of articles predicting a correction or even a crash in the near future."

    I think this is another one. :0

    And sooner or later, as long as people consistently keep predicting a serious pullback, they will be "right."
    Sep 23, 2014. 09:21 AM | 7 Likes Like |Link to Comment