Tech earning bubble

Discussion in 'Stocks' started by hajimow, Nov 26, 2013.

  1. hajimow

    hajimow

    +1
     
    #51     Dec 2, 2013
  2. #52     Dec 2, 2013
  3. eurusdzn

    eurusdzn

    With a rip roaring 5 year eps growth rate of 2.5 % during the great recovery and a stellar 6% eps growth rate this year and a "koolaid" projected 10% for 2014 this hot company
    Is still up 40% in the last 12 months after getting cloberred on a downgrade today due
    to what? Why valuation for one. That analyst better get back in line.
    3M , MMM.
     
    #53     Dec 3, 2013
  4. eurusdzn

    eurusdzn

    Right, so whats the point, well none really. Just that tech gets a lot of attention while stealth comcerns like AIZ a dental PPO provider is up better than Priceline over the last 12 months. Auto parts and sequester battered defense stocks are stright up also.
    Again, no point really, just saying.
     
    #54     Dec 3, 2013
  5. Today again ADI up, when market is clearly down.

    You see, they figured the CEO right: he announced dividend today, yet three days ago he announced the negative news! Read my post about how the market thought he would say the opposite.

    The CEO did like you: You said down and yet sold puts, and he said lower guidance, yet today announced dividend.

    Post of last Friday (three days ago):

    I believe in figuring out what a CEO would do, not what he utters from a bullcraping mouth.
     
    #55     Dec 3, 2013
  6. hajimow

    hajimow

    ADI announces the dividend on its Q report. I did not see any special report today. Do you mean a special dividend? The dividend rate is less that 3% a year. I believe the reason should be something else.
     
    #56     Dec 3, 2013