David Glodoski

David Glodoski
Send Message
View as an RSS Feed
  • What Should Dell Shareholders Do?  [View article]
    Why should we be selling our shares to some billionaire for less than what we paid? Everybody knows there is more value than what the shareholders are receiving? Does that make any sense?
    Feb 6, 2013. 03:38 PM | 1 Like Like |Link to Comment
  • Can Dell Succeed By Rejecting Its Past?  [View article]
    Bless you Dr. Barclay!

    If all that old stuff ain't broke don't fix (or replace) it. Those Madison Avenue jerks always want to emphasize the word "consume" in consumer. Take the wife and all that old crap and run for President. Bet you'd be surprised how many votes you'd get. You've got mine. When elected, you can appoint me as one of your advisors (I just turned 62). Incidentally, I'm long on DELL also. Good luck to you!
    Sep 27, 2012. 03:06 PM | Likes Like |Link to Comment
  • Wisconsin Energy (WEC): Q2 EPS of $0.51 beats by $0.13. Revenue of $944M (-4.7% Y/Y) misses by $44M. (PR)   [View news story]
    To my fellow 448 colleagues who receive email alerts on WEC, would now be a good time to sell WEC?
    Aug 1, 2012. 01:08 PM | Likes Like |Link to Comment
  • Hewlett-Packard: Buyers Beware (Sellers Too)  [View article]
    Thank you Bobby on your insiteful article on HPQ (and DELL). HPQ did catch my eye, but not any more. You've gained another follower!
    Apr 10, 2012. 12:11 PM | Likes Like |Link to Comment
  • American International Group: Huge Upside ... Once The Government Leaves  [View article]
    Thank you Shane for your article on AIG. I would imagine then, it would be worth my while to still hold on to Fairholm (FAIRX)? I guess I'm a die hard Berkowitz fan.
    Apr 3, 2012. 08:14 AM | 1 Like Like |Link to Comment
  • A New Media Portfolio For Aggressive Long-Term Investors  [View article]
    Hi Rocco,
    As usual, this article as your other articles do provoke thought. Can you provide some mutual funds, index, or even etf's that may include stocks in this article? I'm not much of an individual stock trader but do like the funds (especially now being 5 years from retirement). Thank -You
    Mar 15, 2012. 08:24 AM | 1 Like Like |Link to Comment
  • Chinese Stocks Under Attack By Short-Sellers And Management Alike  [View article]
    Thank you Kevin for the insightful article that is all so true. In spite of all the research I did on CHNG it wasn't enough. Luckily not a lot of $$ was invested, but after a reverse split and now a halt on trading I still retain the remaining shares as a reminder to leave any future investing (and headaches) in China to a professional fund manager. Any idea of what might happen to CHNG and when?
    Dec 29, 2011. 11:12 AM | 1 Like Like |Link to Comment
  • Chinese Stocks Get Ready For A Share Price Recovery  [View article]
    dsr70 Interesting comment, especially from what you wrote a few hours earlier. I thought the same on CHNG but then again that was before the reverse split and now that trading has been suspended. Luckly I didn't bet the farm on it, but I still keep it as a reminder that if I ever get the urge to invest in China leave the headaches to the professionally managed funds. Hopefully fund managers will be able to determine if and when the books are being cooked.
    Dec 29, 2011. 10:35 AM | Likes Like |Link to Comment
  • The collapse in Sears (SHLD -23%) is more bad news for Bruce Berkowitz's Fairholme Fund. Already off 32% YTD due to big holdings in financials like AIG, BAC, and C, the fund has 7.9% of its assets in Sears, a 15% stake in the company.   [View news story]
    Bruce (Berkowitz) what is your game plan with this fund (FAIRX)?
    Dec 28, 2011. 11:43 AM | Likes Like |Link to Comment
  • While Morgan Stanley (MS) stock struggled in Q3, Ken Heebner was buying - 6.9M shares, in fact. Heebner is known for making concentrated bets on an industry, and Heebner's CGM Focus Fund had 42% of its assets in financial companies as of Sept. 30, according to an SEC filing. The biggest financial holdings were Citigroup (C), Simon Property (SPG) and Morgan Stanley.   [View news story]
    So tell me, what does Ken Heebner, Warren Buffett, and Bruce Berkowitz know about making huge bets in the financials that a lot of so called analysists don't know?
    Nov 16, 2011. 01:57 PM | Likes Like |Link to Comment
  • China Natural Gas (CHNG +6.4%) resumes trading at $3.68 after a brief halt to announce its Chairman and CEO Qinan Ji plans to buy the company and take it private for $4.25 per share in cash.   [View news story]
    Chris, you got that right!
    Nov 14, 2011. 12:23 PM | Likes Like |Link to Comment