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User 835812

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  • No, Apple Hasn't Screwed Up [View article]
    The fact that you're sore that AAPL cares too much about margins tells me you really don't get what they are trying to do. But you are doing the right thing by holding. The whole market has been eating lotus leaves thinking that no margin/low margins "winners" like AMZN, 'cloud stocks', NFLX, CMG, insert top line revenue grower here, GOOG, etc.. are long term wins. They are not.

    Do not ever sell a real money making company with a company that can't make money.
    Jan 21, 2014. 11:16 PM | 3 Likes Like |Link to Comment
  • Is Cliffs Turning A Corner? [View article]
    Well Goldman just pooped in our cereal bowls this morning with their prediction of Iron Ore pricing over the next 2 years. I absolutely guarantee you they all shorted CLF or bought PUTS on it before they released their announcement. We are always at a disadvantage in the short term.
    Jan 21, 2014. 01:20 PM | Likes Like |Link to Comment
  • MORL's February Dividend Projected To Increase Significantly - Yield To Be 24.9% On A Monthly Compounded Basis [View article]
    I think dadgag was saying at $19.11 it may be a great investment
    Jan 20, 2014. 01:33 PM | 2 Likes Like |Link to Comment
  • 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
COMMENTS STATS
1,611 Comments
3,345 Likes