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doggiecool

doggiecool
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  • Can AMD Succeed In Tablets? [View article]
    @Fibber,
    you need to understand a few things about how the market works...
    case in point...

    A couple months ago, when AMD traded below $2.40, Citi and BOA came out and placed a 'Pound the table' sell on AMD.

    fast forward to today...
    Where's Citi and BOA? Why aren't they reaffirming their stance? Do you think they have apologized to their biggest clients? Of course not. Some of their biggest clients have made a bundle on Citi and BOA's call to sell.

    You see? Its not that difficult to 'do as they do, not as they say'. FYI, when they start upgrading AMD, is when I'll be selling.
    Mar 2, 2015. 01:21 PM | 1 Like Like |Link to Comment
  • Micron Investors Should Follow Baupost's Lead [View article]
    @dothemath,
    correct. I'm just using the game plan that the drive companies used. They also had a small dividend, but they also had a massive buyback (retired 20% of their shares). After about 1 full year of buying back shares, they jacked their dividend. At one point the divi was 7.7% (when they traded in the teens, low twenties). Ironically at that exact same time, all the analysts were wondering if 'price wars' would return, etc,. same threats they currently use on MU. Their hit pieces prevented many from buying into a company paying a 7% dividend... plus a 300% share price increase.
    I love the action being set up on MU. They don't need to show any revenue growth, nor EPS growth. They just need to continue doing what their doing.
    Feb 27, 2015. 04:17 PM | 5 Likes Like |Link to Comment
  • AMD's Su Stakes Future On Low Power Carrizo [View article]
    all this bickering about 'could of, should of, would of'.... only means one thing. AMD goes much higher
    Feb 27, 2015. 04:08 PM | 3 Likes Like |Link to Comment
  • Micron Investors Should Follow Baupost's Lead [View article]
    simple facts...
    MU will do over $3 in EPS for 2015
    At the end of 2015, if MU decides to give half their EPS back to shareholders that would amount to $1.50
    At $30, that would amount to a 5% dividend
    The market will buy until the dividend is 2.5%
    That places MU at $60
    That can be done and here's the kicker....with consolidation done, it's a slam dunk. There's NOTHING that analysts nor bloggers can do to prevent it.
    The only thing MU needs to do, is more of the same.
    Buy on any dips.
    Feb 26, 2015. 10:51 PM | 6 Likes Like |Link to Comment
  • Micron Investors Should Follow Baupost's Lead [View article]
    @n87,
    its called the churn game. Wallstreet also needs their cheese.
    Same game was played on the drive stocks for years, then they bolted up 300%
    p.s.
    eventually, if MU continues to trade below a PE of 10, MU will easily be able to offer a 7% dividend. Then see what happens to their churn game... poooof!
    Feb 26, 2015. 10:38 PM | 6 Likes Like |Link to Comment
  • J.C. Penney +5.3% after optimistic Piper Jaffray note [View news story]
    I think today's results will serve as a litmus test for JCP going forward.
    They have recently run over 20% going into earnings, so if JCP hits expectations, I can see a 10% selloff in after hours and proceeded by a nice recovery during the day. Their action will be driven by guidance. If luke warm. Could retest $7. If positive, could see $10.50 to $11 pop.

    good luck
    and place your bets!
    Feb 26, 2015. 12:27 PM | Likes Like |Link to Comment
  • J.C. Penney Still Has Many Underlying Core Issues [View article]
    @Roddy,
    hand scanners?
    AWESOME!
    They upgraded from abacus's.
    Sounds like JCP is heading in the right direction.
    How many shares are you long on JCP?
    Feb 26, 2015. 12:20 PM | Likes Like |Link to Comment
  • J.C. Penney Still Has Many Underlying Core Issues [View article]
    @Roddy,
    I think you're on to something. In fact, just this morning I saw a couple mules loaded up with 8ft of garments on their backs... followed by 5 overloaded rickshaws, all headed to the receiving dock of my local JCP
    Feb 25, 2015. 11:49 PM | Likes Like |Link to Comment
  • J.C. Penney +5.3% after optimistic Piper Jaffray note [View news story]
    Now if you want to crown them, then crown their asz! But they are who we thought they were! And we let 'em off the hook!
    Feb 25, 2015. 11:46 PM | Likes Like |Link to Comment
  • J.C. Penney +5.3% after optimistic Piper Jaffray note [View news story]
    On Feb 2nd we get...


    Evercore ISI initiates coverage on J.C. Penney (NYSE:JCP) with a Sell rating


    FEB 2nd JCP opened at $7.25


    fast forward to today


    FEB 25th JCP is at $9


    The question is this....


    IS EVERCORE REALLY A BAG OF CRAP????
    Feb 25, 2015. 02:57 PM | Likes Like |Link to Comment
  • J.C. Penney Still Has Many Underlying Core Issues [View article]
    On Feb 2nd we get...


    Evercore ISI initiates coverage on J.C. Penney (NYSE:JCP) with a Sell rating


    FEB 2nd JCP opened at $7.25


    fast forward to today


    FEB 25th JCP is at $9


    The question is this....


    IS EVERCORE REALLY THAT BAD????
    Feb 25, 2015. 02:56 PM | Likes Like |Link to Comment
  • J.C. Penney Likely To Deliver A Slight Beat In Q4, But Faces Challenges With Tougher 2015 Comps [View article]
    On Feb 2nd we get...

    Evercore ISI initiates coverage on J.C. Penney (NYSE:JCP) with a Sell rating

    FEB 2nd JCP opened at $7.25

    fast forward to today

    FEB 25th JCP is at $9

    The question is this....

    IS EVERCORE REALLY THAT DAFT????
    Feb 25, 2015. 02:54 PM | 1 Like Like |Link to Comment
  • AMD Is Poorly Positioned In Tablets And Smartphones [View article]
    AMD is making me some cold hard cash. Besides a tail, am I missing anything?
    Feb 25, 2015. 02:47 PM | Likes Like |Link to Comment
  • Can AMD Succeed In Tablets? [View article]
    AMD is making me some cold hard cash. Besides a brain, am I missing anything?
    Feb 25, 2015. 02:46 PM | 2 Likes Like |Link to Comment
  • Groupon: A Deal You Cannot Refuse [View article]
    @marker,
    thats chump change compared to FMR/Fidelity. They own 25% of the companies shares
    Feb 22, 2015. 07:31 PM | 1 Like Like |Link to Comment
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