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  • JCP: What To Look For In 2014 [View article]
    why is that not good?
    Jan 20, 2014. 11:54 AM | Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    that is excellent reporting nickysg - i'm glad that SA offers a forum for actual news. anyone who sold their AAPL stock based on that heresay hopefully locked in a huge loss for themselves.
    Jan 20, 2014. 09:58 AM | Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    AAPL is the most disrespected stock in the market. Just have to know that a major correction will come and all the idiots who jumped out of the market and have finally jumped back in over the last 2 years will run to AAPL. Why? Because profits matter. These people holding the high flyers are going to get crushed. While AAPL may actually rise.
    Jan 17, 2014. 07:19 PM | 3 Likes Like |Link to Comment
  • Apple's Story: The Beginning Has Arrived [View article]
    Good point on the analysts, the majority of them follow the price of the stock and really have no idea (or conviction) with what they are doing. They are empty weathervanes.

    But I have to say I agree with several comments that if this has a nice 2014 and goes to $650 I'm going to sell most of my shares because the growth of a giant can only slow and quite frankly, this is the most disrespected stock I've ever owned.
    Jan 16, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • J.C. Penney Q4 Guidance: A Massive Overreaction To Making The Quarter [View article]
    It's a classic case of a turnaround. Shrink to profitability, run tighter inventories, drive higher margin items (private label clothing), set low expectations and meet or beat them consistently. Then find your final niche which they will do. If you read the list of 33 towns where they are closing, those towns all had their heyday 40 years ago. None were in the growing parts of the country. It was a smart business move.
    Jan 16, 2014. 09:26 AM | Likes Like |Link to Comment
  • Veeva falls; SA author reports Genentech dropped company for Salesforce [View news story]
    so CRM picks up 2000 seats and its market cap grows by a few billion - that's not irrational at all.
    Jan 15, 2014. 02:48 PM | 1 Like Like |Link to Comment
  • When Patient Money Is Big Money [View article]
    i think you'll be really happy that you sold when you did. i think GOOG is going to have a major re-adjustment once their revenues look to start slowing. they've had a huge run and no company's stock always goes up, they all eventually come back down. CMG is the same way. We see LULU and SODA having thier come-uppance this week and it's just a matter of time before GOOG gets theirs.
    Jan 15, 2014. 08:29 AM | Likes Like |Link to Comment
  • When Patient Money Is Big Money [View article]
    user - poorly written by me. I meant that GOOG and Suntory actually invest for the long term vs. the majority of stock buyers and sellers who appear to be increasingly trading vs. investing.
    Jan 15, 2014. 08:27 AM | Likes Like |Link to Comment
  • When Patient Money Is Big Money [View article]
    Good article, it's refreshing to see that at least GOOG and Suntory are investing instead of day trading. It seems like the market has become a traders market. these stocks swinging 4% per day up and down is ridiculous. my long term investment in AAPL is pelted daily with traders over-reacting to every single data point of news.

    So good for you GOOG and Suntory. KANPAI!!
    Jan 14, 2014. 10:35 AM | 2 Likes Like |Link to Comment
  • No bid for mortgage REITS as yields rise [View news story]
    the real frustration is that the government jobs number will prove to be inaccurate but it was the reason that the 10 year yield dropped the other day. so it's bad news begetting more bad news and none of it is accurate. the next round of 'non-governent' reporting on jobs will show that we are still doing well and that'll make the 10 year creep towards (and above) 3% where it should be by now.
    Jan 14, 2014. 10:20 AM | Likes Like |Link to Comment
  • J.C. Penney Q4 Guidance: A Massive Overreaction To Making The Quarter [View article]
    wyostocks - I'd have called it a falling knife when it went from $23 down to $7 but down here it's bouncing around at the bottom since a) they are not going bankrupt and b) they are saying that they'll hit their guidance for Q4. I think once they announce earnings, even if its ugly, it'll still show the Street that there is no Armageddon scenario going on.

    Since my average cost is below $8 I'm totally fine waiting for the market to understand that JCP isn't going bankrupt.
    Jan 14, 2014. 10:14 AM | 1 Like Like |Link to Comment
  • J.C. Penney Q4 Guidance: A Massive Overreaction To Making The Quarter [View article]
    and now it's even at a better price than Friday. I'm buying a few hundred shares with every move down. My avg price is going to be in the $7s pretty soon! Not bad!
    Jan 13, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • What's Behind The Swift Rise In Apple Stock? [View article]
    AAPL certainly doesn't seem to trade on fundamentals which is just very odd. I wanted to own this stock for decades but as soon as it hits $650 I'm out. Many people mentioned it in this article "expect a monster quarter and for the stock to tank on some BS measurement that no other company on earth is held to"

    I hope they announce another $50b share purchase on this next call. It's still a great deal for them to do so at this price.
    Jan 12, 2014. 03:34 PM | 5 Likes Like |Link to Comment
  • Danger Zone: NetSuite [View article]
    With N, CRM, VEEV, MKTO, DATA, etc...they are vulnerable to the first one that inevitably craters. An analyst on CNBC said astutely "they better be very careful when they actually start showing a profit because that will expose how over-valued they are". Any one of these SaaS 'clould' related stocks fracturing could cause a mass exodus from the cloud. If you own any of these ridiculously valued stocks, be sure to continue to sell calls against the position or employ some other hedge. when the mutual funds start getting out they'll drop furiously.
    Jan 12, 2014. 11:14 AM | Likes Like |Link to Comment
  • Google May Be The Most Overrated Stock [View article]
    Great article Bill - I always picture the late night HBO host from Politically Incorrect when I read your name.

    We all saw when AAPL's growth slowed that the billions of dollars that left AAPL went to GOOG. And it makes sense. I agree that the Big 5 of tech are the ones you named and if I were running an enormous mutual fund called "Large Cap Growth" or something to that effect, I'd have sold AAPL and bought a ton of GOOG last year too. And it has really paid off for them for now.

    The trouble they are all heading for is that they all know that they are way out over their skis on this. If GOOG has a really bad miss and one of the major players liquidates, it'll be back at $950 in a flash. And as an AAPL long I hope they all start scurrying back to the company that makes more money and pays a dividend.

    But I have to disagree with the title, I'd replace the word AMZN with GOOG in it. In my 35 years of following the market, I've never ever seen anything like AMZN. It should be called Amazing, not Amazon. Talk about a free pass from Wall Street in perpituity!
    Jan 11, 2014. 06:33 PM | Likes Like |Link to Comment