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A lot of Bull

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  • Market Timing Report: 10-20% Correction Due To Extreme Sentiment And Leverage [View article]
    Responding to extremely compelling articles, I got to a 30% cash position back in 2012. The artcles made perfect sense to be but the PIGS - Portugal, Greece, Spain held up somehow and the Euro did not collapse. Unfortunately, by the time it was clear that the Euro would hold up, the market looked richly valued. I am still at 30% cash waiting for this big correction that articles such as this say is coming.

    I believe now that it is better to buy good companies at attractive entry points. It is very difficult to predict markets and over the course of my life, I have had very poor results attempting to time the market.
    Oct 2, 2014. 11:55 PM | 18 Likes Like |Link to Comment
  • Gilead Will Continue To Rise [View article]
    I do buy your arguments and I am bullish on GILD.

    Just an interesting thought that the cheaper drug in developing countries will promote medical tourism as the difference in price will more than pay for a comfortable vacation.
    Sep 11, 2014. 11:44 AM | 5 Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    I am a KMI shareholder and was looking to add on. I held EPD before their deal and it has done marvelously since then. This deal looks like a win-win over the next 5 years. Even if KMI were to dip a bit, it will work out over the long term IMHO.
    Aug 12, 2014. 10:38 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Does anyone have a fair value estimate for KMI post this deal? Before the deal, the estimates were 38-40. Market seems to be according it that same valuation.
    Aug 12, 2014. 09:29 AM | Likes Like |Link to Comment
  • 3D Systems: Looking Beyond The Short-Term Pain [View article]
    @lynmar, The first name of the author is likely that of a lady. I just use the username handle so as not to risk it :-)
    Aug 12, 2014. 03:42 AM | Likes Like |Link to Comment
  • 3D Systems: Looking Beyond The Short-Term Pain [View article]
    So, what would a projected target price be if all that is said in this article is executed to perfection?

    Let's say, that they make the earnings estimate of $1.14 for next year. In addition, they are able to grow at 22% as stated in this article and estimates on Finviz. Assuming that growth rate, and projecting a further 4 years out for a total of 5 years, we get earnings of $2.53.

    If we assume that they keep up this growth rate at that point, then if we assign them a PEG ratio of 1, you get a stock price of $56. If you use a PEG ratio of 1.5, you get a price of $83. Those are 5-year price projections.

    The stock may go up on expectations. So, I will definitely be trading it based on price action. But if I invest for growth, I have to worry about execution risks as well as better products from competitors. Finally, all stocks have to catch up to their inherent valuations. There is the possibility that DDD may hit the ball out of the park in terms of execution, but the risks are disproportionate to the rewards. I am not sour on all exciting growth stocks. Even TSLA may have a better story since it has unique products with no competitors in sight and selling units faster than they can manufacture. Difference between DDD and TSLA or FB, to me, is that the later two are executing very well.
    Aug 12, 2014. 03:39 AM | 2 Likes Like |Link to Comment
  • Facebook Can Rally Past $90 [View article]
    @Govino, Cisco has a market cap twice that of Caterpillar and got there much faster. When the industry paradigm changes, then the newer technology becomes the heavy lifter - Cisco is the heavy lifter of data. And how do these compare to Google which came even later? Google got there very fast on just search alone! We used to communicate via AT&T. Now people communicate using Facebook and sharing chit-chat, photos and general updates. New paradigms.

    This said, I regret that I did not change my perspective earlier. I was a skeptic ever since the internet bubble in 2000 and have lost out on all the transformation going on around me. Finally, I decided to nibble on such growth companies as Facebook and I am happier about it. Bubbles do happen, but solid businesses continue to execute and any bubble in these stocks is temporary until the growth catches up. Famous names on Wall Street were very bearish on Google in early 2000, calling it bubble territory at 80. Now Google is trading at an effective price of 1180 accounting for the splits. It is up to us to figure out if the bubble stands on no foundation. If there is a foundation, then there is a reason why the stock is trading high. Before this earnings release, FB was trading at 37 times earnings estimates for 2015. That does not sound too bad to me. You can time your entry, and I have tried to time my entry with Gilead with a conservative price in mind and thinking that it might go down further. I missed the boat on GILD.

    I was primarily a conservative value investor. I have just started to nibble at growth businesses that are executing well. A bet on the stock is a bet on the company as well as its CEO. Zuckerberg seems to be forward thinking and analysts cannot estimate earnings for that.
    Jul 24, 2014. 10:26 PM | 2 Likes Like |Link to Comment
  • Video: Facebook Earnings Impress But Remain Too Dependent On North America [View article]
    I would expect Facebook to monetize North America and Asia in proportion to the GDP. I would not expect Asia to close the gap as there is a huge difference in the respective GDPs anyway.

    Finding new revenue streams may not be as difficult for Zuckerberg. The entire area of social networking is still evolving and Zuckerberg keeps saying that he wants to transform that experience. So, betting on the horse in this case may be reasonable given his execution thus far.

    There were many arguments leveled against Google dating more than a decade ago, and if you now look at it, you would wish you had bought in at that time. Facebook is at a similar point, but I think Facebook is more focused on related functionality rather than getting into entirely unrelated businesses as Google has.
    Jul 24, 2014. 05:24 AM | 1 Like Like |Link to Comment
  • Facebook Can Rally Past $90 [View article]
    $90 is possible, but may be short sighted if only looking at the near term picture. This company has just started focusing on monetizing its user base. For a long time the strategy was about getting a bigger user base. Zuckerberg is focusing on the entire, still evolving area of how users interact socially online. I feel that Facebook is like how Google was 15 years ago when it was just about search, but then google branched off into other areas. I think Facebook has just started expanding into related areas, and Zuckerberg is more focused on a unifying strategy than the scattered strategy of Google.

    I plan on keeping my Facebook shares with a 5 year time horizon and hopefully it will continue to stir up new growth areas for a lot longer than that. I used to pat myself on the back for successfully trading in and out of Facebook and picking up short gains. When I switched to holding the shares, I have made more money. With a company that shows a great strategy and great execution, it is better to be a long term investor.
    Jul 24, 2014. 04:23 AM | 6 Likes Like |Link to Comment
  • Kinder Morgan: Insider Buying Isn't A Catalyst [View article]
    Kinder does not have to buy more shares to convince me. The fact that he already has a 25% stake in the company is good enough for me to invest together with him. If he is buying more, then that is encouraging. If he is buying KMI and not KMP, then I am inclined to buy KMI.
    May 14, 2014. 01:57 PM | 1 Like Like |Link to Comment
  • Has 3D Systems Bottomed? [View article]
    Yes, don't forget to think of all the bubble stocks - GOOG, BIDU, PCLN etc., which were all "bubble" some 10 years ago.
    May 12, 2014. 10:55 PM | 1 Like Like |Link to Comment
  • Why Facebook Should Be Trading At $90 By The End Of 2014 [View article]
    Interesting idea. But if Facebook is blocked by China, wouldn't it be likely that China will also block Yahoo if Facebook bought it out?
    May 8, 2014. 01:54 AM | Likes Like |Link to Comment
  • Why Facebook Should Be Trading At $90 By The End Of 2014 [View article]
    Me too! But everywhere I turn, various companies are asking me to sign in using Facebook!! Try any of the travel companies for example. You think Facebook is getting paid a bit for this? Also, if your friend signs in using her facebook ID, then that process give the third party access to all your friend's friends. So, indirectly Facebook has been able to monetize me. I am sure various of my friends have signed in using their Facebook IDs and hence my info is with many third parties. I am sure Facebook has been able to monetize you, even if only indirectly.
    May 4, 2014. 09:46 AM | 3 Likes Like |Link to Comment
  • Has 3D Systems Bottomed? [View article]
    "Support" is jargon used by technical analysis. Have you come across fundamental analysts talking of support? $48 was the prior support on the weekly chart. Since that was broken through, the next level of support is $30. I am bullish since I like the whole story and the fact that this company is executing very well. So, I am not going to wait to see if it will get down to 30. I am happy to nibble right here and accumulate if it trends lower. Incidentally, the stock is oversold on the weekly chart and the stochastics are getting ready to turn up.
    May 2, 2014. 01:32 PM | 4 Likes Like |Link to Comment
  • Yandex Post The Crimea Crisis [View article]
    I think some of the data is in Roubles by mistake. For example, the target price is listed as 1501. Some other tickers suffer from the same issue such as BIDU whose target price is in Renmimbi. These consensus target prices are also reflected the same on Finviz. I realize your comment was about forward PE, but hope you can investigate for yourself along these lines. Finviz lists the fwd PE at 15.08
    Apr 27, 2014. 03:10 AM | Likes Like |Link to Comment