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Doyle3000

Doyle3000
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  • The Crossroads Are Clear, But The Path Is Not [View article]
    George, on to less consternative thoughts.....TWTR was a big winner. Made $47 on every $33 strike. This 1% ROI in a week that is outside the IV is brilliant; and a big part of the brilliance is the simplicity.

    I'd sing Peter Gabriel's "Follow you, follow me" right now to you but it would a) be weird and b) you'd gain nothing financially by following me.
    Jul 30 08:10 AM | Likes Like |Link to Comment
  • No, I Didn't Sell Everything, But I'm Getting Cautious [View article]
    If you are of the belief that 'the cloud' is not 'the internet' and will somehow magically be the new cash cow of the next decade, then yes you are going to have a lost decade.

    It is inevitable that CRM, WDAY, N, CSOD, DATA, MKTO, ECOM et al will crater back to normal valuations once a) interest rates start rising and b) everyone realizes that these companies have revenue growth and no real model to make real GAAP profits.

    As for the dividend aristocrats, blue chips, old tech and a few biotech (GILD, CELG) I think the next 10 years are going to be just fine and will bet anyone a friendly wager (beer) that my mix of these will beat the allocation that the author is showing over the next 10 years. He may look brilliant during the next correction but unless he jumps back in immediately, he'll miss out on the next run.
    Jul 28 05:43 PM | 1 Like Like |Link to Comment
  • Apple And Me: Why I Finally Bought Some Apple Shares [View article]
    Now the key will be to hold it for another 30 years (that you missed out on) and pat yourself on the back for your 'better late than never move'. It's still not a bad buy at this price but we have seen Mr. Market severely punish AAPL at times so you have to have the stomach to ride the waves. Good luck. Long AAPL since 2010 and may never sell 100% of my shares.
    Jul 27 04:34 PM | 3 Likes Like |Link to Comment
  • The Crossroads Are Clear, But The Path Is Not [View article]
    Thanks for the CLF idea last week. Much appreciated. Hate to say Easy Money as the gods may crater my next trade like Atlantis but the IV really does seem to directionally predict the ranges.

    This brave young man hasn't aged much since April (trying to walk more) so I'm going for the big 3% YELP play.

    Some learning on DRI - I bought and sold the $45 calls to collect the divvy and call premium, but of course the stock dropped to $43. The correct play in omniscient hindsight is to have sold a deep ITM call which would've guaranteed the play a little better. Or do you find that when you go too deep they sometimes get called immediately by other dividend seekers?
    Jul 26 11:42 AM | Likes Like |Link to Comment
  • The Crossroads Are Clear, But The Path Is Not [View article]
    at the end of the day, that's all we really want, more springs.
    Jul 26 11:35 AM | Likes Like |Link to Comment
  • Amidst Ongoing Doubts, Exact Sciences Still Offers Opportunity [View article]
    Have you ever had a colonoscopy? To say that it is an invasive test is the understatement of the year. And it takes 12 hours of pre-test and post-test steps that end with you eating like you a bear at a picnic.

    I think the aging baby boomers will GLADLY poop in a bag vs. the current colorectal cancer screening. And if the reimubursement is upwards of $400 this stock will go to $30 easily. I predict traditional colonoscopy procedures will decrease by 70% over the next few years. We'll look back on it one day and say "We did WHAT for colon cancer screening???"
    Jul 25 08:48 AM | 5 Likes Like |Link to Comment
  • Amidst Ongoing Doubts, Exact Sciences Still Offers Opportunity [View article]
    Not true that the FDA fast tracks all improvements in testing.

    There are other breakthrough tests like Cytyc's (now Hologic's) cervical cancer screening that was the evolution from the standard pap smear on glass slides. The facts were clear and present that it was a much better screening and it took years to be approved and reimbursed.

    You're giving the FDA too much credit for efficiency here Morlock. Remember it is still the government.
    Jul 24 09:18 AM | 2 Likes Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    OK your profound rhetoric has changed my mind. We should immediately bring our radical political views into the conversation when we are trying to earn money on our savings. And use snippets from decades old stories to back up our arguments.

    You keep on winning takeone1 - so awesome. I bet you make more than Cramer and Obama combined with your unmatched competence.
    Jul 18 09:08 AM | Likes Like |Link to Comment
  • Coach: An 'Accidental High Yielder' [View article]
    Going to sell at $33 PUT?
    Jul 16 12:46 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    I actually do mean to pick on people who bring Obama into conversations that have nothing to do with him. They remind me of Palestinians who think that Isreal is going to give up their land because Allah is better than God. Just ignorant, wasteful rhetoric not germane to Seeking Alpha. Go to the Fox News website please.
    Jul 16 12:36 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    I do love Cramer's politically incorrect bashing of some CEOs. It's not done enough. They aren't personal attacks necessarily but they are harsh and candid comments about the companies leadership.

    Personally I love this. Every one of these CEOs are multi-multi-millionaires and factually some of them just suck. As retail investors, it's nice to know this. I won't be buying LL or FDO anytime soon.
    Jul 15 09:16 AM | 3 Likes Like |Link to Comment
  • Oracle May One Day Be Your Software Superstore, On The Ground If Not From The Cloud [View article]
    I think Oracle will be a winner due to these 3 inevitable facts:

    The bull market will end and the weighing machine will appear which will create a stampede to companies that actually make profits.

    The cloud stocks will crater, some may even go bankrupt as interest rates begin to rise while their stock price (and currency) falls. And they lack the cash to sustain the business.

    Oracle will be a larger and larger cloud provider by picking off the WDAY, CSOD, CRMs of the world as they become affordable after the market retreats. They'll fight MSFT, SAP and maybe IBM for all the fallen cloud former high-flyers.

    They have yes men, crappy culture, dysfuction, etc... but guess what? They have a very large profitable business and in the end that always trumps hype and revenue growth without profit.
    Jul 15 09:02 AM | 2 Likes Like |Link to Comment
  • Investors Took A Pass On The Trojan Horse [View article]
    West Coast Guy - this is really not a comment section for pushing penny stocks. You could do your own article though. Maybe with a title "from the boiler room..."

    I have found btw that shorting the stocks that are being pushed on me can be very profitable.
    Jul 12 05:40 PM | 5 Likes Like |Link to Comment
  • Salesforce buys CRM analytics startup RelateIQ for $350M [View news story]
    In this zany world they were probably purchased for 9x sales so at $350mm they were maybe doing like $40mm/year?
    Jul 12 03:31 PM | Likes Like |Link to Comment
  • Salesforce buys CRM analytics startup RelateIQ for $350M [View news story]
    Hey they found someone who will take their stock as payment!

    After ExactTarget I bet they changed their first M&A prospect filter to "Will company take our stock for payment?"
    Jul 11 11:22 AM | 3 Likes Like |Link to Comment
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