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  • Kimberly-Clark Is A Perfectly Boring Stock [View article]
    And now I'm eating a big crow sandwich as the stock rockets to all new highs.

    You know when a company that's not growing has its stock rocket like this on average earnings and a spin-off announcement of a non-performaing sector the bubble is here.

    KCHC has been a drag on corporate margins and volume growth for decades due to dysfunctional and entrenched management.

    But the market will reward anything that sounds positive these days....
    Nov 14, 2013. 04:51 PM | 1 Like Like |Link to Comment
  • Footnotes Diligence Drives Cisco Pick [View article]
    Hey David, do you remember us talking about me suggesting that you sell your CSCO to buy AAPL and you offering a little friendly wager that CSCO would be a better purchase? I had a feeling this is exactly what was going to happen. CSCO has been dead money for 20 years and now it may be heading into HP land. AAPL was the truly undervalued stock back in May.

    Just joking around, I just wanted to see if I could track down our conversation but couldn't find it.

    Are you still in? Is this the last straw now?
    Nov 14, 2013. 01:45 PM | Likes Like |Link to Comment
  • Cisco Won't Be On Sale Like This Forever [View article]
    On sale again!
    Nov 14, 2013. 01:40 PM | Likes Like |Link to Comment
  • Cisco Was A Friend Of Mine [View article]
    It is a great opportunity to buy and sell tight calls at it'll certainly rebound a bit after this fire.

    For the record, I have been calling CSCO an over-rated stock for 15 years. They are the worst acquisitioners the world has ever seen.

    Why on earth no one ever listens to me is puzzling. I'm only wrong about 72% of the time.
    Nov 14, 2013. 01:38 PM | 7 Likes Like |Link to Comment
  • Rapid Growth In Data Demand By Smart Connected Devices Is Bullish For Cisco [View article]
    Michael Blair - I enjoy your writing very much and you and I are on the same exact page with CRM ,but my gosh, you were bullish on this LOUSY company and your a bear on AAPLE. You need to watch the George Costanza episode of Seinfeld where he does the opposite of his thoughts.

    Just kidding around. I have been an uber bear on CSCO for 5 years an no one listened to me.
    Nov 14, 2013. 01:33 PM | 1 Like Like |Link to Comment
  • You Don't Need $2.5 Million To Retire [View article]
    another trick is to find the used fancy car that you would like and search in different cities for it. it's startling how much car price arbitrage is out there. A 3-series BMW here in Atlanta can be $2000 more than the exact same car in Miami. Just have a driver bring it up to you or go get it yourself.

    And for some odd reason, Dallas TX has fantastic deals on like cars. Buying new cars is and always has been for suckers. I'm 49 and I've never owned one and probably never will.
    Nov 13, 2013. 04:08 PM | Likes Like |Link to Comment
  • You Don't Need $2.5 Million To Retire [View article]
    Great article - thank you. I've been begging my sister in law to get off her obsession of needing to have $2.5mm to retire. I think Americans (especially educated ones) have these 2 paradigms stuck in their heads:

    1) Never touch principle, even if you're 90 years old
    2) Your financial advisor knows best

    If your goal is to reward your children with $2.5mm when you die plus your house, cars, cash, furniture, then follow Rule #1. Personally I think this is a stupid, vane goal that teaches a horrible lesson and promotes family fueds; but different strokes for different folks.

    Your financial advisor does know best - he knows that he wants to manage your $2.5mm for the rest of his career.
    Nov 13, 2013. 11:17 AM | 1 Like Like |Link to Comment
  • Life After Momentum Slows [View article]
    Hack Fab, I just read on SA that 83% of all options expire worthless. Even if that is only 75% true it's still a startling statistic (and alliteration).

    I like George have been burned buying back AAPL calls at a steep loss only to watch in horror as the price came back near or under the strike. And like George, I now only buy it back if I've gained 80%+ of the premium already. I'm buying back my CRM $49 PUTS this week ahead of earnings.

    The message is: Do what George does
    Nov 13, 2013. 10:40 AM | Likes Like |Link to Comment
  • Western Refining Set To Take Control Of Northern Tier Energy? [View article]
    I was thinking the same thing, in all my years of watching M&A activity, I have never seen shares sold below current market price. Something is amiss here.

    And I'm getting out of NTI because of it. Lots of other more transparent companies out there.
    Nov 13, 2013. 09:37 AM | Likes Like |Link to Comment
  • Why You Should Buy And Hold Twitter [View article]
    good article - i'd have never had such vision for this thing but social TV is coming and their people are well positioned to be there. I bought a few shares for the kids accounts because they wanted it bad so they'll probably learn a lesson when it dips but when it does we'll buy some more and hold it for a long time.
    Nov 12, 2013. 08:23 PM | Likes Like |Link to Comment
  • Kimberly-Clark Is A Perfectly Boring Stock [View article]
    it's a perfectly boring stock to purchase at $88, it's got way too much downside here at its all time high. The P/E expansion is a result of the Fed's easy money policy. They aren't really a growing company overall, just in emerging markets.

    and don't forget that private label towel, tissue and diapers are growing at a double digit clip in North America.

    Prediction: KMB hits $100 by Christmas.
    Nov 8, 2013. 03:32 PM | 1 Like Like |Link to Comment
  • mREITS: The Time Is Now To Buy... Not Sell [View article]
    You're even more right today than yesterday! I doubled down on my AGNC below $21. It's a good long term play at this price.
    Nov 8, 2013. 03:09 PM | 1 Like Like |Link to Comment
  • Goldman Sachs, Another Day Another Payment To The U.S., Lawyers, Accountants, And Plaintiffs [View article]
    "Goldman clearly has a great collection of smart and motivated people who are willing to work for their shareholders many hours a week."

    Smart & Motivated? Yes
    Work long hours? Yes
    For the shareholders? Somewhat
    For their customers? Doubt it

    After watching them for 30 years I see a culture of greed in its purest form. The people there can never have enough money and they treat it like oxygen. If there was a god who actually punished people for the sin of greed, he (or she) would zero in on GS.
    Nov 8, 2013. 08:48 AM | Likes Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    "The Fed can't stop the Q.E". - I fear the same thing and it's going to take the US straight to Greece/Spain without some real leadership from those inept pompous windbags inside the beltway.
    Nov 8, 2013. 08:31 AM | 1 Like Like |Link to Comment
  • Twitter IPO Is Investing At Its Worst [View article]
    Why is investing in 'any one stock' problematic? I actually don't agree with that if you do your homework. But I do agree that buying TWTR today is a sucker bet. INTMGRJAPAN got lucky. 99% of retail buyers won't.
    Nov 7, 2013. 04:48 PM | 1 Like Like |Link to Comment