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Doyle3000

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  • The Dangers Of Shorting Nose-Bleed Valuations [View article]
    Mark as we both know a) this is a screaming short and b) it may stay afloat longer than we can handle it. Ever since I missed out on my payday with my impatience on CMG, I've learned a new level of patience with these POS stocks. I'm going to short it in April if it's still flying and will wait the entire year.
    Feb 18 09:46 AM | Likes Like |Link to Comment
  • What To Do With Cisco's Stock [View article]
    Socksycat - I'm not an expert on small caps but some companies that are certainly growing quickly are TSLA, PANW, SGNT and NBS.

    It's a completely different investment vs. CSCO. If you are in need of every dollar you are investing, stay with INTC, MRK, KO etc.. and don't buy CSCO.

    If you want growth > 5%, buy AAPL or AIG and again, don't buy CSCO.

    If you have a long time horizon and can take more risk, try PANW. And don't buy CSCO.
    Feb 15 06:24 PM | Likes Like |Link to Comment
  • Too Big To Fail: The Inside Story Of How Wall Street And Washington Fought To Save The Financial System -- And Themselves [View article]
    good write up - although there are always unconscionable money-grabbing scum around us, I think the government did the right thing by fixing every hole in the boat that it could with billion dollar putty.

    and as much as we'd have liked to have seen some people go to jail for fraud, the de-regulation of Wall St wiped out many of the laws that could've caused some to be prosecuted.

    as smart as Alan Greenspan is, his theory on free market enterprise was drastically flawed by his inability to incorporate human greed into the equation.
    Feb 15 06:04 PM | 2 Likes Like |Link to Comment
  • What To Do With Cisco's Stock [View article]
    CSCO = DEAD$

    if you want a 2% dividend on a company whose stock will rise buy AAPL

    if you want a larger dividend on a similar company to CSCO buy INTC

    if you want growth buy 30 other much smaller companies who are growing more than 5%

    CSCO is dead money - do not buy CSCO unless you love the dividend and feel it'll grow
    Feb 15 09:40 AM | Likes Like |Link to Comment
  • The Dangers Of Shorting Nose-Bleed Valuations [View article]
    CRM's 4 for 1 split is designed exactly to attract new bag holders i.e. small owners i.e. suckers i.e. people who are too young to remember the last tech bubble.

    Good article - it's all true. Sad but true.

    Short CRM via long term Puts.
    Feb 14 09:36 PM | 1 Like Like |Link to Comment
  • Netflix: I've Seen This Movie Before [View article]
    good article - i agree with several commentors to wait until April or May to really jump into the short. this market wants to rally.

    also, as an AAPL long I couldn't help notice when it sold off that amazingly AMZN and NFLX jumped. it was clear rotation. to that end, you'll want to be short NFLX and long AAPL when it inevitably rotates back. Cooler heads will prevail and say "wait a minute, AAPL is doing great (they never weren't) and NFLX isn't growing that fast"
    Feb 13 10:25 AM | Likes Like |Link to Comment
  • More from Tim Cook: Asked about selling a cheaper iPhone, Cook asserts Apple (AAPL -0.9%) wouldn't release anything it doesn't consider a "great product." Asked about a bigger iPhone, he argues many features matter besides display size. But he didn't seem to rule one out either, stating Apple won't comment on future products rather than dismissing the concept. Cook's criticism of OLED brightness and color saturation has led Universal Display (PANL -4.9%) to spike lower. (live blog[View news story]
    and the tablet will over-take the PC over the next few years so they need tablet capacity for existing middle class!
    Feb 12 01:16 PM | 2 Likes Like |Link to Comment
  • Keep A Close Eye On The Northern Tier Energy Dividend [View article]
    oh good, thanks for pointing that out Philip.Makes it easier to hold through the next 120 days or so.This stock should end up trading around $30-$35 once people start believing in the distributions.
    Feb 12 12:44 PM | 1 Like Like |Link to Comment
  • There's an investing lesson in here somewhere. Harris Interactive's 2013 Reputation Quotient survey shows Amazon (AMZN) moving past Apple as the country's reputation leader. Bank of America (BAC) retains a spot in the bottom 5 (along with HAL, GS, and AIG), but enjoyed the largest reputation rebound in 2012. Maybe of most interest are those dropping off the list of visible companies, including: UPS, KSS, and GIS[View news story]
    AAPL made more profit last quarter than AMZN has made during its entire existence as a company. Yet AMZN is the reputation leader. We haven't learned any lessons from the tech crash. Good luck folks.
    Feb 12 10:44 AM | Likes Like |Link to Comment
  • Keep A Close Eye On The Northern Tier Energy Dividend [View article]
    Don't forget the shutdown is going to decrease the next payout so you may have a lot of idiots selling it down below $20 after that. It will be a fantastic point to add more then.
    Feb 12 10:18 AM | 2 Likes Like |Link to Comment
  • Keep A Close Eye On The Northern Tier Energy Dividend [View article]
    wow you were close - nice calculations!!
    Feb 12 10:15 AM | Likes Like |Link to Comment
  • Is It Finally Time To Sell American Capital Agency Corp? [View article]
    good article - agree, what income stock would one buy if one sold their AGNC? they are best in class
    Feb 8 05:30 PM | 3 Likes Like |Link to Comment
  • Amazon's Diving Sales Growth [View article]
    Einhorn said on CNBC yesterday morning that AAPL made more last quarter than AMZN has made during its entire existance as a company.

    I predict that 7 years out AMZN will still be a company but it'll trade at Walmart's P/E and will have experiened a catastrophic loss of market cap.
    Feb 8 05:12 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - You Can Play With Mattel At $35 (1/24/13) [View article]
    are you a doctor of psychotropic drugs? can I have some?
    Feb 8 09:16 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - You Can Play With Mattel At $35 (1/24/13) [View article]
    there is evidence that it doesn't matter at all. If you bought KMB before each split through the 80's and 90's you would've been well rewarded before and after each split (long term). if you bought CSCO before their last split in 2000 you would've had a short term gain but a 10 year "dead money" period after it's P/E came back to normal levels.

    I think CRM is much more aligned with how CSCO was treated in 2000 i.e. I think the short term pop already happened and now CRM may be dead money for 10 years. Just my opinion.
    Feb 8 09:14 AM | Likes Like |Link to Comment
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1,145 Comments
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