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Let’s talk Cisco. Cisco hasn’t caught a bid since it reported its second straight disappointing quarterly results a couple months ago. The stock has gotten much cheaper, as it has fallen much faster than estimates have. Back before that most recent report, back in May, analysts expected Cisco
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I was asked for an update on A123 Systems. Back when I flagged A123 as a short idea but was unable to borrow any, I was looking for two catalysts to the downside —1. a loss of welfare subsidies for alternative energies like the kind of batteries that A123 makes
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Stepping up and getting aggressive into the teeth of a steady decline late last week was, as I wrote at the time, “scary” and “very hard” to do. Remember how it felt back then: Okay, I’m stepping up and buying and I’m getting more aggressive about my approach
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Here’s another subscriber question with my answer. Thanks for reading and I’ll see you guys tomorrow. As for trading, I only bought the MSFT calls today. “How do you reconcile investing in internet-related mobile stocks with the cable and telcos imposing data/bandwith caps on their services?” Cody
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I just bought some more. I used expiration dates six to eight months out and am using slightly out of the money strikes on the MSFT calls I just bought here. Here’s an answer to a recent subscriber email. More of these to come. “have you thought about the
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In case we didn’t hear about it, the mainstream media wants us to know Greece is still trying to cut social services so that banks who lent the country money don’t have to recognize their losses. And while a similar dynamic is playing out here in the US
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Good morning and welcome back to the circus, ladies and gentlemen. We’ve got a positive open to the week, but there’s little move in the way of magnitude on the screens early here and breadth mostly flat. Much of last week I spent doing more buying and I
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Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Cypress Google Microsoft Nuance Corning Apple Visteon Celestica Adtran DBA Ciena Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading and thanks for subscribing and I’ll se
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Google’s down 3% on the day and it’s another one that has the bulls writhing in pain just now. But then again, looking out six months, this company has some huge growth ahead of it, is trading much cheaper than the broader markets and has tons of loaded
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Okay, I’m stepping up and buying and I’m getting more aggressive about my approach this time. Specifically, I have stepped up this afternoon and have bought some Riverbed calls and some Cisco calls. I know it’s scary out there right now and it’s very hard to
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Well, the markets are flat and most of our stocks are too, with too big exceptions. First, as noted earlier this morning, that LPS is just getting killed today, on top of the 8% drop yesterday. LPS is down more than 12% today and we probably out to expect to
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It’s not easy trying to stay ahead of the curve when you’re investing in cutting edge tech. But one of the best ways to feel out what the future will bring is to actually go in and spend your time and money building tech products. I’ve built