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Doyle3000

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  • The Weight Of The World Is A Big Burden [View article]
    Very funny line about Sheldon surviving any nuclear holocaust; but sadly I believe Mr. Adelson died a few years ago. Still trying to figure out how they do those CNBC interviews but my theory is that it's next generation animation hydraulics.

    FCX and CLF have been very fun to trade. I just had some $19 CLF put on me today but will sell the $18 calls Monday and probably will earn 2% in < 1 month. And if it drops to $17 I'll double down. Although copper miners are all way down from their lofty heights of 2012, they aren't going to go bankrupt. And China is still actually growing 3x the rate of the US.
    Mar 15 10:50 AM | 1 Like Like |Link to Comment
  • Veeva: Irrefutable Proof Of TAM Overstatements, CRM Seat Saturation, Drastic Growth Deceleration, And Highly Dubious Sell-Side Coverage [View article]
    Fantastic research and ultimately you'll be right, but it won't be VEEV's actions that do it, it'll be the major institutions starting to pull out of high flyers causing a domino affect on pricing.

    VEEV will be flushed down the toilet with CRM, N, WDAY, DATA, MKTO and all the other 'cloud' stocks. Maybe even the great AMZN will meet its maker, but I've claimed that stock invincible so I doubt it.

    But don't fight the Fed.

    Wait for the taper to continue. This may take another year before all of these ridiculously priced stocks come crashing down.
    Mar 14 06:13 PM | 1 Like Like |Link to Comment
  • Ambarella A Strong Buy Before March 6 [View article]
    Jeffro - I'd rather light a candle than curse your darkness. You're avg price is $29.80 (assuming you bought equal amounts)

    If you have 100 or 200 shares, just sell the $30 calls and collect the premium and hope it gets called.

    also, usually when you do this the stock will immediately rocket to $34 to further prove that the gods are constantly laughing at us.
    Mar 14 05:15 PM | Likes Like |Link to Comment
  • What The Numbers Say About Kimberly-Clark [View article]
    Ahhhh missed that graph. Yes the apex of $90 is the sweet spot. I'd jump in rather large at anything under $90. And the 10 year going to 3.5% or 4% over the next 24 months could precipitate that for sure.

    thanks Veluentum
    Mar 14 08:59 AM | Likes Like |Link to Comment
  • What The Numbers Say About Kimberly-Clark [View article]
    No mention of how the P/E is significantly higher than normal and that this stock could retreat by 10% easily if the 10 year went over 3% (highly likely over next 12 months)

    I love KMB long term but this is not a good entry point. I'd sell $103 PUTS to get in and just wait for the inevitable pullback.

    Keep in mind this company doesn't grow much and is saving its way to prosperity (closing Everett, etc)
    Mar 13 02:36 PM | Likes Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    They are called "sell side" analysts for a reason.
    Mar 13 02:18 PM | 3 Likes Like |Link to Comment
  • Rich And Retired? Don't Buy Dividend Stocks [View article]
    So many ways to fantasize about this aren't there?

    But why on earth would someone with $15mm whose only goal is to pull $200k a year ever want to risk 60% of his fortune in non-dividend stocks? If you told him that in 2008 he'd have lost $6mm on paper.

    I'd give him free advice and say "Municiple bonds" which would easily allow him to pull $200k TAX FREE each year and add to his fortune annually.

    Why would anyone's goal be to die with the most money? I just don't get that at all. Why would you take any risk with this fortune?
    Mar 12 02:30 PM | 7 Likes Like |Link to Comment
  • Salesforce.com Is Living On Borrowed Time [View article]
    i believe they understood very quickly that they needed all the cash and credit they could get their hands on soon after buying that land. they made the correct decision to not build a SFDC Taj Mahal that I think Benioff was envisioning.

    i'll give credit where credit is due. it was smart not to build. of course P.T. Benioff spun it as "we are growing too fast for that space" while he pounded his chest and the analysts upped their price targets.
    Mar 12 02:12 PM | 2 Likes Like |Link to Comment
  • Ambarella A Strong Buy Before March 6 [View article]
    OK thanks for taking the time to respond. I'm going to sell some $28 PUTS and keep watching. I too enjoy stocks of companies that actually make products.
    Mar 12 02:02 PM | Likes Like |Link to Comment
  • Apple: $635 Price Target Feels Right [View article]
    Bret - always enjoy your work. I agree and am holding. It has maybe 5% downside and easily 20% upside. And we make $3.05 per share per quarter while it undulates back and forth.

    We saw what happened to AAPL when their growth slowed, can you imagine what's going to happen to the 'cloud' stocks when that growth slows?

    And I still think GOOG is due for a big pullback one of these quarters, and that money has to find somewhere to go.
    Mar 12 10:17 AM | 7 Likes Like |Link to Comment
  • Ambarella A Strong Buy Before March 6 [View article]
    OK Marko - time to hear your candid thoughts on what happened and if it's still the buy you thought it was?

    I've been tracking AMBA since you wrote this and was glad I didn't act on it yet. But now below $30 I'm intrigued. Did the announcement change your mind or do you think this is even a better buy now?

    thanks for the article
    Mar 12 09:21 AM | Likes Like |Link to Comment
  • Ambarella A Strong Buy Before March 6 [View article]
    are you buying today at $29.29? I'm really happy I didn't jump on this one before March 6th.
    Mar 12 09:19 AM | Likes Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    David that was an article you could've published
    Mar 12 09:15 AM | 1 Like Like |Link to Comment
  • Armour Continues Buybacks In A Big Way For Investors [View article]
    anytime a company repurchases shares below book value it potentially increases the profit in 2 ways: Capital appreciation (could go the other way though) and definitive reduced dividend payouts.

    agnc is actually buying shares of other mREITS that are trading below BV because it's like buying $1 for $0.80 on a very liquid asset.
    Mar 12 08:57 AM | 2 Likes Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    very good article! agree with all points sadly. AAPL is way too big a portion of my portfolio but i'm in it for the long haul and sleep fine at night. when the next bear market hits, AAPL will remain rather steady due to the guaranteed dividend and the war chest of cash.

    as you say, all future growth is bonus and I think we'll reap that bonus over the long haul
    Mar 11 11:57 AM | 5 Likes Like |Link to Comment
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