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LongTerm CapGains
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09/16/15 at 7:14 AM CDT |
Off
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In the past three or 4 trading days, I see
spikes of volume on what otherwise would be considered low volume
days. These are very me...
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LongTerm CapGains
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09/16/15 at 7:10 AM CDT |
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... now I am not so sure we get the 18% to
20% pull back I was expecting. I am still on the cautious side and
believe the market will test...
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Jam ok
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09/15/15 at 2:15 PM CDT |
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Jester, The idea that anybody would want to
buy AMD is close to absurd, given that they're competing against
Nvidia on one hand and ...
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LongTerm CapGains
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09/15/15 at 10:28 AM CDT |
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The rumors that have been circulating are
also totally nonsensical and stupid.
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Jester Debunker
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09/14/15 at 3:10 PM CDT |
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AMD +10% on Friday on MS buyout rumor. AMD
down 10% on Monday as rumor quashed. Nothing to see here in this
perfectly normal market. Nobod...
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LongTerm CapGains
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09/14/15 at 10:12 AM CDT |
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I agree, I also have no position in Amzon.
And I too only short it for brief times.
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Jester Debunker
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09/14/15 at 8:54 AM CDT |
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At some point, probably. Could be six
months from now when that starts, or five years. Nobody can
predict. However it goes, their status a...
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LongTerm CapGains
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09/14/15 at 7:19 AM CDT |
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One thing Amazon is constrained on is on
price across its catalog. With competition beginning to match
it on price, it will put a ca...
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LongTerm CapGains
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09/13/15 at 5:31 PM CDT |
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Re the Fed: Still think no hike till next
year. I agree Amazon has the upper hand, the perception is it is
steam rolling the competition. ...
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Jester Debunker
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09/13/15 at 9:57 AM CDT |
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AMZN will continue to have a premium due to
being a disruptor with no competition. Despite being vastly
over-priced, analysts continue to ...
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LongTerm CapGains
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09/11/15 at 2:43 PM CDT |
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Amazon's current valuation assumes the
company can eventually produce Net Operating Margins of 10% which
would give it a PE of ~20. ...
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LongTerm CapGains
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09/08/15 at 4:30 PM CDT |
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IMO, INFN was fully valued, I am not
surprised Goldman Sachs downgraded it. Their reasoning seems
correct given that INFN's Metro Ne...
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Jam ok
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09/08/15 at 2:08 PM CDT |
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lt cap, Good to hear that VZ will start
testing 5g in 2016- A shame that doesn't easily translate into
capex spending in a significant way...
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LongTerm CapGains
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09/08/15 at 1:50 PM CDT |
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"In a press release on Tuesday,
Verizon confirmed its plans to start testing 5G technology in 2016,
adding that the company will be w...
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LongTerm CapGains
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09/08/15 at 11:55 AM CDT |
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<p> <a href="
blogs.barrons.com/te...=yahoo">blogs.barrons.com/te.../a>
</p> <p> </p>
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LongTerm CapGains
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09/05/15 at 6:19 PM CDT |
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finance.yahoo.com/ne...2.html
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LongTerm CapGains
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09/05/15 at 5:29 PM CDT |
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Topic |
ome details on why the CIEN revenue miss is
not a problem: lightreading.com/op...18018?
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breinejm
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09/04/15 at 9:11 AM CDT |
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Topic |
sorry, supposed to be pm.
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breinejm
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09/04/15 at 8:34 AM CDT |
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Topic |
Sent this in a PM< but decided to share:
I am eyeing GPRO again after its fall (again). I think it is likely
to ramp up at some point h...
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Jam ok
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09/03/15 at 2:45 PM CDT |
Off Topic |
The only 'cloud' in CIEN's earnings seems
to be they missed on revs, but the bulk of good news outweighed
that. The premiums which were ri...
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