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  • What Do Today's Stock Prices Imply For Future Returns? [View article]
    Mark, what if low interest rates don't revert back to historical levels for 5 years? Or 10?

    Nov 25, 2015. 09:08 PM | Likes Like |Link to Comment
  • Oil rig count declines for 2nd week [View news story]
    For those of you long oil, in what manner have you taken a position? ETFs? Individual names? Futures? I am not experienced in the oil patch and was wondering. Tnx
    Nov 25, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Corning Presents A Value Buy [View article]
    I think insider transactions are a very good indicator for Corning. I have followed the company for nearly 10 years, and if you go back to pre-Great Recession, you will see that several top insiders sold shares around ~$24-25. They followed that up by making large purchases in the single digits when the stock was at its lows in 2008-2009 (I did as well, but with many fewer 0s than the insiders :). If they have recently sold shares as kojak states, then I would probably sit back and do nothing, unless a 2.50% dividend yield is attractive to you (it isn't to me).
    Nov 5, 2015. 06:08 PM | 2 Likes Like |Link to Comment
  • Facebook tests Reactions emojis instead of "dislike" button; advertisers approve [View news story]
    This is what passes for 21C business operations. Where is my LOL emoji in response to Texasyankee? C'mon SA, you are falling behind!!!
    Oct 8, 2015. 03:59 PM | 1 Like Like |Link to Comment
  • Is Radcom Manuevering To Sell Itself? [View article]
    Mike, I appreciate you putting forth the effort about Radcom. I lived in Israel for many years, and in fact I was (as of 2-3 years ago) the only shareholder who ever went to a shareholder meeting.

    That being said, I do not see how Zohar recuses himself from any conflicts of interest, he literally is "in bed" with his replacement.

    Sep 15, 2015. 01:22 AM | Likes Like |Link to Comment
  • How Dividend Reinvestments Will Increase My Cash Flow Over The Coming Year [View article]
    Dave, I understand what you are saying and there is some validity to it, especially the part about thinking we are smarter than the market. As someone who is reinvesting in the same manner as DVK, I personally do not invest because it is fun, I do it because I am willing to make a commitment to get the best price possible for my reinvested funds. Not everyone has the time, desire or knowledge to make that effort.

    Until the recent years, in general, stocks would go down 1-2x per year. Those opportunities can be used to purchase 1 block of stock with a nominal <$10 commission each time, as opposed to being at the whims of Mr Market 4x per year.

    Here is an example from last week: I purchased 25 shs of T at $32, inc commission $810, let's say it was ~1 year of accrued dividends. Over the past year, T has traded between $33-$36. If we used $34.50 as an avg, I picked up an extra 1.5 shs with a yield of 5.9%. Compounded at that rate over 20 years (I am 46), that $50 becomes $150.
    Aug 31, 2015. 04:38 PM | 3 Likes Like |Link to Comment
  • Kulicke And Soffa Industries: Trading At 4x Earnings Ex-Cash [View article]

    I have been following KLIC for several years, and it is amazing how strong its balance sheet is. That being said, clearly the market has been seeing something that has caused the stock to trade at such a depressed valuation. Revenues are down, but perhaps there is something more troubling beyond just macro weakness. I am not a tech expert, but it could be that their technology will be obsolete over the medium/long-term, which is why they entered into the Advanced Packaging Mkt.

    Aug 17, 2015. 06:15 PM | 1 Like Like |Link to Comment
  • Google now up over 10%; cost cuts, mobile/YouTube growth discussed on CC [View news story]
    Efactor, you only needed to make it a conviction buy LAST Friday, it is up 25% in 1 week, based upon the AH trading at $570.
    Jul 17, 2015. 01:17 AM | Likes Like |Link to Comment
  • Mobile price war taking a toll, cutting average bills [View news story]
    Just for the sake of comparison: America, a country of 300m people, is domınated by 2 mobile operators, with 2 more companies in the rear view mirror. İsrael, where İ currently reside, population 8m, WAS dominated by 3 companies, until a 4th came in a few years ago and undercut them all. Now mobile bills are very cheap (phones are expensive, but that is another story).

    How is it possible that there are still only a handful of giant mobile operators in the US???
    Apr 20, 2015. 02:45 AM | 2 Likes Like |Link to Comment
  • Citi: "Stunning" lack of retail interest in stocks [View news story]
    Maybe corporate treasurers with piles of cash and no desire to invest in infrastructure are the new retail investor.
    Apr 9, 2015. 03:59 PM | 2 Likes Like |Link to Comment
  • Intel reportedly in talks to buy Altera; shares soar [View news story]
    Jordan, with all due respect, you should hope there are no Inside Information investigators on this page, because there is NO good financial reason to buy OTM calls 5 minutes before the close on expiration day.
    Mar 27, 2015. 05:49 PM | 6 Likes Like |Link to Comment
  • Cook to donate all his wealth to charity [View news story]
    Good for him. I would have expected his net wealth to be more, as he has been at Apple for this whole ride in senior positions.
    Mar 27, 2015. 03:08 AM | 13 Likes Like |Link to Comment
  • Netanyahu declares victory in Israel [View news story]
    Omar, tell us, how many 1000s of people? Please do try to remove Hamas soldiers from your count. They aren't innocent victims. Btw, 250,000 Syrians are dead these past few years. Millions homeless. And you are obsessed with Bibi??
    Mar 17, 2015. 08:29 PM | 4 Likes Like |Link to Comment
  • Playing Micron Through Intel At Half Price [View article]
    Bruce, one way to minimize the cash outlay on call option purchases is with the selling of put options. Many here are very bullish on Intel and would be ecstatic to buy the stock at $30 and below, but that is essentially what you are betting on not happening in order to collect free money today.

    Over the past couple of months I have sold various Jan 16 and Jan 17 puts, such as a Jan 17 32 Put for $6 +. If I believe, as you and Russ and many here do, that Intel is only going up in price going forward, I can take these proceeds and use them to buy OTM calls. Worst case, I have to buy Intel in 2 years at $26.
    Feb 17, 2015. 09:01 AM | 2 Likes Like |Link to Comment
  • Gundlach: 2015 could be repeat of 1937 [View news story]
    How can anyone think after several years of ZIRP that a 1/4 point rate hike or maybe 2 would crush the economy? If that is the case, we truly are at 0 forever.
    Jan 27, 2015. 01:03 PM | 3 Likes Like |Link to Comment