Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) [View news story]
Matt:
I agree. You are making all great points. I even read your comments again. Each point you brought up made 100% perfect sense.
And yet, Dell is doing nothing. Their stock has been dead for years. Dell stock was $20 back in 2000. It is $15 today. 12 years later.
All those points you spoke of sounds great. They make for a great CNBC appearance if you were making one. They mean nothing now.
Dell is an over owned former Wall Street bull market winner. William O'Neil has done tons of research that proves that the majority of former bull market winners rarely ever go on to outperform in the future.
If all those points you brought up were valid, why is the stock so cheap? It is cheap for a reason. The points you brought up are only "part" of an overall investing equation. Studies have shown that 75% of all stock price movement are due to investor psychology not fundamental reasons. Dell is looked at as a former winner. A broken commodity play on desktop computers. They have no innovation. They are not breaking any new ground. Apple is probably one of the few companies that has so in the past decade, hence that is why they are where they are.
Perception is everything to investing.
Again, all those fabulous Wall Street figures you presented are great, but they are simply good for CNBC talk. Not making money.
4 Undervalued Stocks From The Oil Industry [View article]
Wow. 5 articles today, count 'em 5, but this author, all to generate nothing but page views and provide as little real thought provoking substance as possible.
Seeking Alpha is once again allowing to many "people" to paste absurd articles about the same stocks over and over and over.
Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) [View news story]
Yep. Here we go again. Another dead end, yesteryear former bull market winner that Wall Street tries to pump even to this day. I just do not understand how anyone could still be invested in Dell.
It must be the complete and utter brainwashing by Wall Street, or maybe it is just the buy and hope mentality. Or maybe people truly have no idea what investing means and rely solely on what Wall Street is pumping.
What a dead end waste of money.
The year 1999 is over. Dell is done. The former bull market ended 12 years ago. 12 years.
*Cannot compete with now established online retailers &
*Their business model worked during a time when average Americans had the ability to extract unlimited amounts of equity from their homes and wander around the stores pretending they were Donald Trump.
Those days are long over and forever gone. I was in Best Buy over this past weekend and needed a new set of ear buds. I paid $19.99. That is all I needed and did not feel the need to look around.
Those kinds of sales are not going to bring the company back. The store was a ghost town on a Saturday afternoon. And this is on the north shore of Long Island, New York where there is plenty of money to be spent.
U.S. consumerism as we know it is done. The flagrant spending of the early 2000's built on borrowed money is over. Debt needs to be repaid.
Best Buy relied on that seemingly free money. It is over.
Net Payout Yield Protection From Lowe's [View article]
" The company spent nearly $1.7B buying back stock in Q112 and expects to spend another $2.75B over the rest of the year."
Again, another reason why most of the time this does not work. Lowe's stock started the year flat, then rose 25%, now has fallen all the way back to flat for the year. Lowe's just wasted over a billion dollars of shareholder money and all that stock they bought is probably worth about 20% less than when they bought it.
Buy backs are a complete waste of money and just another "selling" or advertising point for some sort of investing method. Lowe's could have just increased the dividend or something smart like that, however buybacks make for fun reading and announcements on CNBC.
BTW, here on the north shore of Long Island NY, where a lot of money lives, you can drive a Suburban through any Lowe's or Home Depot on the weekend, that's how empty they are. Right now the only area that has more than 6 customers is the outdoor garden area and even those customers are looking for the cheapest thing possible.
Well thought out and well presented. I own Brookfield Renewable Energy Partners LP (BRPFF.pk soon to be listed on the NYSE). They have the same great traits as all parts in the Brookfield Complex of companies. Brookfield knows how to do things right. They have their share of detractors for sure, most of whom are simply jealous of their operational efficiency.
I recommend all investors take a look at the Brookfield family of companies. Folks should give the CSCO, WMT, & GE investments a rest and stop listening to the shills on Wall Street who are hopelessly overloaded with those dead end stocks.
I Told You So: Facebook's Ugly IPO Debut [View article]
Ah don't worry. Marky Mark will call Warren Buffet and ask him to invest in Facebook, throw in some warrants and other sweet stuff.
Then once average people are rooked into thinking that Buffet sees value there, Buffet sell the warrants, collects huge upside after the lemmings drive the stock price higher, and sits back laughing all the way to the bank just like he does on all those other deals.
Turn The Key On This Retirement Strategy [View article]
Awesome article. I read it twice.Thank you to the author.
You wrote: "It's very difficult, however, to get accurate data on how much in retirement savings the average American has available. What complicates the data collection is that funds may be held in any number of vehicles, including IRA, 401k, 401b, saving accounts, pension plans and the mattress."
Actually it has been done. The Economic Policy Institute has gone through all the data. The following is what they came up with though in a generalized way:
1 in 3 Americans has absolutely nothing saved for retirement. As a matter of fact half of all Americans do not even have a bank account with $2000 in it. Lastly, Social Security Income is going to be the primary source of retirement income for the majority of Americans.
Shocking isn't it considering that when Apple releases any new product there are lines upon lines of these broke Americans waiting to buy these items they cannot afford in the first place. Or maybe they can so long as they use some of that SNAP & unemployment money for the purchase.
A Stock Buying Moment For Long-Term Investors [View article]
This was a good article and I thank the author for writing it. I myself always remain fully invested, and continue like clockwork to collect and re-invest my monthly dividends thus creating more and more cash flow for the future.
That said however the author wrote: "Simply put, because they earn a heck of a lot more money today than they did at year end 1999, and a ton more than the 10 year treasury today. Take a look at some of the largest companies in the world from the Dow Jones Industrial Average (DIA). Looking at how much Free Cash Flow the business generates today compared to back then tells the story."
That is all true however it has all come at the expense of the American people. It is no secret to those who read other than what is on their Facebook pages that companies are hiring almost all overseas workers and very few American workers. We have severe and worsening real structural problems in our economy and culture. Yes, the easy money from our FED has been a huge part of stocks grind higher since 2009 even as outflows from stock funds keep going on.
We cannot have a "real" economy without: *real lower unemployment *jobs that pay real wages *getting the 46 million Americans on food stamps (and rising) off them *less than 1/3 of the population with any sort of real net worth *government bankrupting the future
So while stocks keep going up (and I hope they do like anyone else) without those problems getting fixed, all this will come to an end at some point.
You've probably made up your mind already about whether you're going to buy Facebook (FB) when it debuts. More than likely, you're buying - at any price, too. However, before you place your order it's important to remember the risks involved. None of them are news to you, I'm sure, but that doesn't mean you shouldn't reconsider them nonetheless. All Things D lists the 10 most important here. [View news story]
I could care less about Facebook's stock. Buy the shares?
Buying shares means I would have to sell the stock of companies I own that have real assets, pay big dividends and have the ability to exponentially expand their market cap in the future.
Ken Fisher's 7 High-Dividend Stock Picks [View article]
Who the heck cares what Ken "The Master Marketeer" Fisher is buying or has bought?
The guy has NOT made his money by making others wealthy. The guy has made his money by selling people 24/7 his asset gathering services in every media venue there is and collecting fees for assets under management.... Period.
Microsoft: No Longer A 'Boring' Investment [View article]
"A very basic understanding of security analysis would be helpful."
Duane: The problem is you assume that is all there is to investing. That if all your metrics are all set up in a row, that everything should take care of itself. Security analysis is flawed because most known work was written long before the advent of computers, HFT, corrupt investment banks, coupled with massive deception put forth by Wall Street to con average Americans into buying the same old stocks over and over.
Security analysis is only a small part of an investing picture. The items mentioned previously, coupled with investor emotions make up most of what drives stock prices today. If you are basing all your investing decisions on security analysis alone you will lose.
The times have changed from long ago. Investing requires understanding of today's markets and how they "really" work. Not what a few good men wrote almost 90 years ago.
BTW sure if you bought on Oct.8th 2008 things are great. Thats a big if. If your bought before then or in 1999, you made nothing. Cherry picking a time frame to make your point is weak.
I have said before, traders can make money all day with MSFT. Investors that have bought under $30 are finally making $$. Everyone else higher has yet to break even and start making money other than dividends.
Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) [View news story]
I agree. You are making all great points.
I even read your comments again. Each point you brought up made 100% perfect sense.
And yet, Dell is doing nothing. Their stock has been dead for years.
Dell stock was $20 back in 2000. It is $15 today. 12 years later.
All those points you spoke of sounds great. They make for a great CNBC appearance if you were making one. They mean nothing now.
Dell is an over owned former Wall Street bull market winner. William O'Neil has done tons of research that proves that the majority of former bull market winners rarely ever go on to outperform in the future.
If all those points you brought up were valid, why is the stock so cheap? It is cheap for a reason. The points you brought up are only "part" of an overall investing equation.
Studies have shown that 75% of all stock price movement are due to investor psychology not fundamental reasons. Dell is looked at as a former winner. A broken commodity play on desktop computers. They have no innovation. They are not breaking any new ground. Apple is probably one of the few companies that has so in the past decade, hence that is why they are where they are.
Perception is everything to investing.
Again, all those fabulous Wall Street figures you presented are great, but they are simply good for CNBC talk. Not making money.
I wish you the best.
5 Undervalued Dividend Stocks With High Expected Growth Rates [View article]
Day after day the same type of articles.
5 stocks that do this.
4 stocks that do that.
Etc. Etc.
They should have a "report abuse" button for the articles themselves. Seeking Alpha is drowning in these types of articles.
4 Undervalued Stocks From The Oil Industry [View article]
5 articles today, count 'em 5, but this author, all to generate nothing but page views and provide as little real thought provoking substance as possible.
Seeking Alpha is once again allowing to many "people" to paste absurd articles about the same stocks over and over and over.
Give it a rest.
5 stocks this.
4 stocks that.
6 stocks this.
Jesus Christmas. Enough already.
4 High-Flying Dividend Picks [View article]
Nothing earth shattering here.
Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) [View news story]
Another dead end, yesteryear former bull market winner that Wall Street tries to pump even to this day.
I just do not understand how anyone could still be invested in Dell.
It must be the complete and utter brainwashing by Wall Street, or maybe it is just the buy and hope mentality. Or maybe people truly have no idea what investing means and rely solely on what Wall Street is pumping.
What a dead end waste of money.
The year 1999 is over. Dell is done. The former bull market ended 12 years ago. 12 years.
Best Buy: Don't Buy The Hype [View article]
*Cannot compete with now established online retailers &
*Their business model worked during a time when average Americans had the ability to extract unlimited amounts of equity from their homes and wander around the stores pretending they were Donald Trump.
Those days are long over and forever gone. I was in Best Buy over this past weekend and needed a new set of ear buds. I paid $19.99. That is all I needed and did not feel the need to look around.
Those kinds of sales are not going to bring the company back. The store was a ghost town on a Saturday afternoon. And this is on the north shore of Long Island, New York where there is plenty of money to be spent.
U.S. consumerism as we know it is done. The flagrant spending of the early 2000's built on borrowed money is over. Debt needs to be repaid.
Best Buy relied on that seemingly free money. It is over.
No need to own the shares.
Net Payout Yield Protection From Lowe's [View article]
Again, another reason why most of the time this does not work.
Lowe's stock started the year flat, then rose 25%, now has fallen all the way back to flat for the year. Lowe's just wasted over a billion dollars of shareholder money and all that stock they bought is probably worth about 20% less than when they bought it.
Buy backs are a complete waste of money and just another "selling" or advertising point for some sort of investing method.
Lowe's could have just increased the dividend or something smart like that, however buybacks make for fun reading and announcements on CNBC.
BTW, here on the north shore of Long Island NY, where a lot of money lives, you can drive a Suburban through any Lowe's or Home Depot on the weekend, that's how empty they are. Right now the only area that has more than 6 customers is the outdoor garden area and even those customers are looking for the cheapest thing possible.
LOW & HD have years of pain ahead.
Brookfield Infrastructure: Unique Assets, Strong Growth, High Dividend Yields [View article]
BRPFF.pk has just filed the necessary paperwork to list on the NYSE. There is no exact time frame yet but it is coming. Keep on the lookout.
All the best.
Brookfield Infrastructure: Unique Assets, Strong Growth, High Dividend Yields [View article]
Well thought out and well presented. I own Brookfield Renewable Energy Partners LP (BRPFF.pk soon to be listed on the NYSE). They have the same great traits as all parts in the Brookfield Complex of companies. Brookfield knows how to do things right. They have their share of detractors for sure, most of whom are simply jealous of their operational efficiency.
I recommend all investors take a look at the Brookfield family of companies.
Folks should give the CSCO, WMT, & GE investments a rest and stop listening to the shills on Wall Street who are hopelessly overloaded with those dead end stocks.
I Told You So: Facebook's Ugly IPO Debut [View article]
Then once average people are rooked into thinking that Buffet sees value there, Buffet sell the warrants, collects huge upside after the lemmings drive the stock price higher, and sits back laughing all the way to the bank just like he does on all those other deals.
Turn The Key On This Retirement Strategy [View article]
You wrote:
"It's very difficult, however, to get accurate data on how much in retirement savings the average American has available. What complicates the data collection is that funds may be held in any number of vehicles, including IRA, 401k, 401b, saving accounts, pension plans and the mattress."
Actually it has been done. The Economic Policy Institute has gone through all the data. The following is what they came up with though in a generalized way:
1 in 3 Americans has absolutely nothing saved for retirement.
As a matter of fact half of all Americans do not even have a bank account with $2000 in it.
Lastly, Social Security Income is going to be the primary source of retirement income for the majority of Americans.
Shocking isn't it considering that when Apple releases any new product there are lines upon lines of these broke Americans waiting to buy these items they cannot afford in the first place. Or maybe they can so long as they use some of that SNAP & unemployment money for the purchase.
Fascinating really.
A Stock Buying Moment For Long-Term Investors [View article]
That said however the author wrote:
"Simply put, because they earn a heck of a lot more money today than they did at year end 1999, and a ton more than the 10 year treasury today. Take a look at some of the largest companies in the world from the Dow Jones Industrial Average (DIA). Looking at how much Free Cash Flow the business generates today compared to back then tells the story."
That is all true however it has all come at the expense of the American people. It is no secret to those who read other than what is on their Facebook pages that companies are hiring almost all overseas workers and very few American workers.
We have severe and worsening real structural problems in our economy and culture. Yes, the easy money from our FED has been a huge part of stocks grind higher since 2009 even as outflows from stock funds keep going on.
We cannot have a "real" economy without:
*real lower unemployment
*jobs that pay real wages
*getting the 46 million Americans on food stamps (and rising) off them
*less than 1/3 of the population with any sort of real net worth
*government bankrupting the future
So while stocks keep going up (and I hope they do like anyone else) without those problems getting fixed, all this will come to an end at some point.
You've probably made up your mind already about whether you're going to buy Facebook (FB) when it debuts. More than likely, you're buying - at any price, too. However, before you place your order it's important to remember the risks involved. None of them are news to you, I'm sure, but that doesn't mean you shouldn't reconsider them nonetheless. All Things D lists the 10 most important here. [View news story]
Buy the shares?
Buying shares means I would have to sell the stock of companies I own that have real assets, pay big dividends and have the ability to exponentially expand their market cap in the future.
I'm good thanks.
Ken Fisher's 7 High-Dividend Stock Picks [View article]
The guy has NOT made his money by making others wealthy. The guy has made his money by selling people 24/7 his asset gathering services in every media venue there is and collecting fees for assets under management.... Period.
I agree with what you wrote Bruce.
Microsoft: No Longer A 'Boring' Investment [View article]
Duane:
The problem is you assume that is all there is to investing. That if all your metrics are all set up in a row, that everything should take care of itself. Security analysis is flawed because most known work was written long before the advent of computers, HFT, corrupt investment banks, coupled with massive deception put forth by Wall Street to con average Americans into buying the same old stocks over and over.
Security analysis is only a small part of an investing picture. The items mentioned previously, coupled with investor emotions make up most of what drives stock prices today. If you are basing all your investing decisions on security analysis alone you will lose.
The times have changed from long ago. Investing requires understanding of today's markets and how they "really" work. Not what a few good men wrote almost 90 years ago.
BTW sure if you bought on Oct.8th 2008 things are great. Thats a big if. If your bought before then or in 1999, you made nothing. Cherry picking a time frame to make your point is weak.
I have said before, traders can make money all day with MSFT. Investors that have bought under $30 are finally making $$. Everyone else higher has yet to break even and start making money other than dividends.