Seeking Alpha

Doyle3000

Doyle3000
Send Message
View as an RSS Feed
View Doyle3000's Comments BY TICKER:
Latest  |  Highest rated
  • Salesforce.com May Pop On Earnings, Sell The News [View article]
    They will talk about all the growth they are expecting in the marketing space today. That's where the real growth is expected in next few years; they know that it's not with salesforce management.

    Like you said the valuation is ridiculous. I will add to my short if it pops today. The $49 Puts I sold last month expire Friday which cover the interest on the short. I'll do this until it breaks.
    Nov 18, 2013. 07:50 AM | 2 Likes Like |Link to Comment
  • Cisco Was A Friend Of Mine [View article]
    Pls learn correct use of the word whom - that was painful to read
    Nov 16, 2013. 11:52 AM | Likes Like |Link to Comment
  • Whiting USA Trust I About To Drop By 50% [View article]
    That should have been its own article
    Nov 16, 2013. 11:26 AM | 1 Like Like |Link to Comment
  • Will Kimberly-Clark Still Be Attractive After The Healthcare Spin-Off? [View article]
    Pim please at least sell tight calls on the position. KMB is not a growing company. Private label is taking share. They are run by bean counters and manufacturing guys. This is the apex. Take half off the table - you crushed it.
    Nov 15, 2013. 04:42 PM | 2 Likes Like |Link to Comment
  • Whiting USA Trust I About To Drop By 50% [View article]
    Great call - agree with premise. Only disappointment is that the options market is fully aware of the intrinsic value and offers no joy for buying PUTS. The price of $2.75 is already captured i.e. no market inefficiency here. Tough to make money when the PUT premiums are this high. It's breakeven or worse.
    Nov 14, 2013. 05:13 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
1,545 Comments
3,141 Likes