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  • Sirius Investors Remain In Limbo  [View article]
    If the choice were between SIRI and a savings account, I would agree with you. But the choice is between SIRI and thousands of equities that have been participating in a very healthy bull market over the past year. I keep looking at SIRI because I made money with it in the past, but for now so many other stocks are doing so much better, it makes no sense to re-enter SIRI till it starts to perk up again. Good luck to the longs.
    Mar 12, 2014. 04:20 AM | 1 Like Like |Link to Comment
  • Pulling The PLUG On The Fuel-Cell Mania  [View article]
    Actually, you're making my point: you treated it like a trade, which is all it was. I managed to scalp a little piece of it as well. There's no question that a nimble trader can capitalize on a mania. Congratulations, and nice scalp!
    Mar 11, 2014. 04:38 PM | Likes Like |Link to Comment
  • Pulling The PLUG On The Fuel-Cell Mania  [View article]
    John - I always appreciate your articles and love, love, love that PLUG is down big today. This sector may have long-term legs, but there's no question the last few weeks have been pure mania. I hope chasers got what they deserved.
    Mar 11, 2014. 03:11 PM | 1 Like Like |Link to Comment
  • A Picture History Of The Housing Recovery  [View article]
    This is really an excellent and insightful piece. A little long-term perspective really helps drown out the short-term noise.
    Jan 23, 2014. 10:55 AM | 1 Like Like |Link to Comment
  • Dry Shipping Stocks Are Going Down By The Head  [View article]
    Yeah, it's all a matter of timeframes. If you're a short term trader, it's time to short or get out; if you're thinking long-term, the macro picture favors this sector.
    Jan 12, 2014. 11:53 PM | 2 Likes Like |Link to Comment
  • DryShips Hits $5 On Huge Volume - What's Next?  [View article]
    Thank you, Giovanni. I appreciate your thoughtful responses. To answer your question, I'm not betting on $70 oil; just trying to think about my trades from the other side. I'll continue to research and learn about the shipping sector, and I thank you for being such a terrific resource! I hope you have a happy and prosperous 2014.
    Dec 30, 2013. 07:52 AM | Likes Like |Link to Comment
  • DryShips Hits $5 On Huge Volume - What's Next?  [View article]
    I've just started following you, Giovanni, and am learning a lot about the shipping sector. Thank you for your analysis! Two quick questions:

    1) With DRYS's ownership stake in ORIG, how vulnerable is it to a pullback in oil prices? If oil were to trade down, let's say, to $70, how much would that affect DRYS's bottom line?

    2) How dependent is the shipping sector, as a whole, to China? With Chinese growth slowing, does that provide a significant headwind to the sector?

    Again, thanks for your analysis and your thoughts!
    Dec 27, 2013. 10:26 PM | Likes Like |Link to Comment
  • AWS And The Amazon Phone: The Next Big Thing?  [View article]
    Your indictment relates to the whole concept of cloud computing; not Amazon specifically. The trend is clear, however: more and more is moving off the desktop and into the cloud, and Amazon is in good position to take advantage.
    Dec 24, 2013. 08:29 AM | 1 Like Like |Link to Comment
  • Sirius XM: After $4 Billion, Where's The Growth?  [View article]
    I've benefited from your insights in the past, Stephen; you seem to have a real handle on how this stock behaves. You're right that one shouldn't quibble over a few pennies. I'm going to keep watching the 200 DMA, and may very well take on a new position if it looks like momentum is starting to move into the name. But I won't purchase till I see clear evidence of strength. Thanks for the response and best of luck to you.
    Nov 9, 2013. 12:03 AM | Likes Like |Link to Comment
  • Sirius XM: After $4 Billion, Where's The Growth?  [View article]
    I've been out of SIRI since I sold my 2014 LEAPs a few months ago. From a fundamental standpoint, I like the company, which is why I keep looking at it, but I'm not likely to get in again till it's at an attractive valuation. To me, the current price is, as CN says, good for a hold. Should SIRI hit the 200-day moving average (~3.50ish), I would be very interested in getting back in, but not before.
    Nov 8, 2013. 03:57 PM | Likes Like |Link to Comment
  • CNBC: The New 'Business Week Indicator'  [View article]
    Arne - what are your current thoughts on the homebuilders stocks? I know you've talked about how housing moves in long, elongated cycles, but you probably didn't predict how fast interest rates would rise this year. In your opinion, how long before these stocks regain their mojo?
    Sep 10, 2013. 06:36 PM | Likes Like |Link to Comment
  • 4.5% Mortgage Rates For The Remainder Of The Decade?  [View article]
    You really need to weed through a lot of nonsense on Seeking Alpha to find quality articles, but John, your analysis continues to shine. Key point: "the demographics of tight inventory, gradual job growth, and rising rents will continue to drive buyers to the market and feed builder profitability." I agree and am long several of the builders you mentioned. Great job.
    Sep 10, 2013. 09:40 AM | 1 Like Like |Link to Comment
  • Short/Sell Monday's Homebuilder Stock Bounce  [View article]
    I appreciate your willingness to put your money where you mouth is, Dave. Having said that, I'm happy to take the other side of your position. And that's what makes a market!
    Sep 10, 2013. 09:13 AM | 1 Like Like |Link to Comment
  • Short/Sell Monday's Homebuilder Stock Bounce  [View article]
    I would expect you're probably right that you can short the homebuilders in the near term. If your holding period is longer than a few months, however, I think this sector still has a lot of growth ahead of it.
    Sep 10, 2013. 08:49 AM | 1 Like Like |Link to Comment
  • Housing Stocks: More Room For Growth  [View article]
    I'll take the other side of that trade, WallStreetDebunker. See you in a couple of years.
    Aug 20, 2013. 11:43 AM | Likes Like |Link to Comment