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klgmdc

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  • Apple: A Victim Of Its Own Success? [View article]
    Apple is not a "victim of its own success" with all due respect to the author. Apple is a victim of the analysts who shoot themselves and investors in the foot. The analysts continually raise their estimates, which pretty much ensures AAPL cannot beat when the company reports earnings. Quarter after quarter, CEO Cook opens the quarterly call with a report of "record sales." But every record is crushed by the weight of the analysts' idiotic numbers. I'm sick of it.

    I love Apple, I love the products, I have never used anything but Apple and Mac, and I own way too much stock. But I'm sick of the analysts that keep crushing my ability to earn the profit that any other stock at these levels would be earning. At 14x earnings, this stock should be soaring. But instead it's chained to the ground by the stupid analysts playing their stupid games. Why do they do this? I've watched this for years now and I don't understand how it serves.
    Jan 14, 2015. 05:47 PM | 32 Likes Like |Link to Comment
  • OPKO Health: Time To Jump In For The Long-Term [View article]
    I sure wish Rayaldee was available now, for my cat! There is tremendous need for effective CKD treatment for felines. Long OPK since 2012; low cost basis but am greedy and wish I had even more. Excellent coverage in this article, thanks!
    Jan 4, 2015. 09:44 PM | 2 Likes Like |Link to Comment
  • Crude Oil Price Prospects As Seen By Market-Makers [View article]
    Does it seem like this could be the time in history when we'll look back on it and see that everything we took for granted about oil changed forever? That's my prediction. I think this disruption, attributed to "supply and demand," is ultimately not about that at all. Being awash in oil, having no place to put it, people and businesses using less of it, and global posturing about it (opec, russia, iraq, etc.), smacks of a larger systemic issue. I don't say this from a doom and gloom perspective, but I think this disruptive issue is going to spread more widely into situations that will be quite unmanageable on a global scale. The price of oil will rise or fall, but price is going to be the least of our concerns. Just my gut feeling.
    Jan 4, 2015. 09:14 PM | Likes Like |Link to Comment
  • Chris DeMuth, Jr. Positions For 2015: Banking M&A, Milestone Payments, Litigation Results [View article]
    Love the candor and the exposure to the beat Chris walks. Thanks Chris, and SA.

    May we all prosper in 2015.

    happy happy merry merry
    Dec 23, 2014. 02:55 PM | 1 Like Like |Link to Comment
  • Too Close To The Forest To See The Trees? [View article]
    Dear Peter, you are a highly informed author who is also a kind person, and you are in command of excellent presentation skills. This is a rare combination. We are lucky to have you here on SA.

    Best wishes to you and your family in the New Year.
    Dec 23, 2014. 12:20 AM | 2 Likes Like |Link to Comment
  • I'm Increasing Apple To 30% Of My 2015 Portfolio [View article]
    Dear Alcaraz, I have been disproportionately overweight in Apple for 10 years. It's the one stock I make this sort of exception for. I take profits when it gets absurd relative to the rest of my portfolio. I'm ok with this approach. Everyone has to make their own decisions about their investments. There's no need to criticize another investor's style or decisions. We've all made good and bad calls and we'll do it again.

    I'm curious: what are some other recommendations for your "safe stocks of companies that have a cult-like devotion from their customers"? Thanks.
    Dec 10, 2014. 11:00 AM | 1 Like Like |Link to Comment
  • Diamond Foods: The Good, The Not Bad, And The Not Too Ugly [View article]
    Thanks so much for the review and assessment. I feel like I can skip reading the quarterly call because of the great overview you've provided. I think Diamond has so much potential. As they recover from the mis-steps of the past, they seem to be emerging stronger. I do agree, that debt is a big hangover. Time will tell.
    Dec 10, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Cautionary Signs For Taser's 4th Quarter [View article]
    Hi Samuel, The Seattle Times has been carrying the public records request story. http://bit.ly/1ytDLFS
    Dec 8, 2014. 12:58 PM | Likes Like |Link to Comment
  • My Bearish Views On Oil Prices Prove Accurate: What Next? [View article]
    Always happy when a smart pro opens my eyes to how the information was there to see. It was actionable back in April, several months before the Street caught on. Very smart. Thank you.
    Dec 4, 2014. 11:51 AM | 1 Like Like |Link to Comment
  • General Electric Is Rising From The Ashes [View article]
    Ya know what? I'm going to get out of my position in GE. I bought in 11 months ago after reading SA bull after SA bull expound on what great opportunities were ahead for GE. My position sank 10% before coming back to even this week. I'm not going to look back, regardless of what happens, although I do hope that all investors are made whole or better yet, reap great reward. I don't need to be anywhere where absolutely nothing is happening. And where commenters uniformly call for the CEO to be out and the Board reconstituted.

    I do love this past year's GE commercials on TV. They're innovative and brilliant. Maybe GE's ad agency should step in for the Board.
    Nov 19, 2014. 05:47 PM | 1 Like Like |Link to Comment
  • Apple Approaches Price Target Too Quickly [View article]
    Hi TF. I am also over concentrated AAPL, and plan to begin taking profits. I've just started placing some collar option trades on portions of my holdings. The collar protects me to the downside and I'm prepared to have the shares I want to sell called away to the upside if it gets there, and I'm safe in the middle. Plus, I've been able to make a little premium. Seems like a safe way to play this situation.

    It's hard to sell in such a positive dynamic as we've got. But discipline wins out in the long run.
    Nov 18, 2014. 02:40 PM | Likes Like |Link to Comment
  • 2014 Results Show A Bright Future For Whole Foods Market [View article]
    Trader Joe's is owned by Germany's Albrecht family. So, technically it would be a sale, or a spin-off, if it ever happened.

    Thanks to the author for a good article on WFM. It may be "fairly valued" here, but I've got money on it that it goes higher.
    Nov 17, 2014. 08:08 PM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: Temporary Negative Cash Flow Leads To Golden Opportunity [View article]
    100: Thanks for your response! I'm ok w. a company using its cash to pay down debt and repurchase shares, as these actions lead to a better bottom line for them and (usually) a better share price for the investors. I bought CBI for growth, not the dividend. Since I neglected to set a stop and rode my profits down the roller coaster, I'm here in my seat for the ride back up.
    Nov 9, 2014. 03:42 PM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Temporary Negative Cash Flow Leads To Golden Opportunity [View article]
    Thanks for the updates on the short position and analysis of the company. Maybe I will buy more at these levels, to bring my cost basis down. One thing I'm not pleased with is the dividend. It's so small. What do you think might cause the company to consider raising its dividend?
    Nov 9, 2014. 11:13 AM | Likes Like |Link to Comment
  • Amazon: Its Business Model Explained [View article]
    Amazon has a business model?
    Oct 28, 2014. 02:41 PM | 2 Likes Like |Link to Comment
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296 Comments
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