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LongTerm Cap...
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09/16/15 8:56 AM |
TTWO
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I will be reading the FedEx Seeking Alpha
CC transcript, I think it is very important, thanks for posting the
FedEx warning. With Corporate profits nea...
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LongTerm Cap...
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09/16/15 8:50 AM |
TTWO
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Good article indeed. I do plan to add
(401K money which is still mostly in guaranteed fund) again when
the market dips again. I moved some money ...
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LongTerm Cap...
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09/16/15 7:14 AM |
TTWO
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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 methodical and not of...
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LongTerm Cap...
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09/16/15 7:10 AM |
TTWO
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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 the recent lows, b...
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LongTerm Cap...
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09/15/15 10:28 AM |
TTWO
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The rumors that have been circulating are
also totally nonsensical and stupid.
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LongTerm Cap...
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09/14/15 10:12 AM |
TTWO
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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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LongTerm Cap...
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09/14/15 7:19 AM |
TTWO
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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 cap on it, this may n...
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LongTerm Cap...
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09/13/15 5:31 PM |
TTWO
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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. However, the realit...
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LongTerm Cap...
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09/11/15 2:43 PM |
TTWO
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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. A 10% Net Operating...
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LongTerm Cap...
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09/08/15 4:30 PM |
TTWO
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Off Topic |
IMO, INFN was fully valued, I am not
surprised Goldman Sachs downgraded it. Their reasoning seems
correct given that INFN's Metro Network product will ...
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