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4 Months With The Fool - Reflections

Recs

41

January 21, 2011 – Comments (23) | RELATED TICKERS: SIRI , ALIF , HPQ

Well, its been four months of writing for The Motley Fool and I have to say I'm really enjoying it so far. I'm sure a few of the editors have my picture up on their wall with darts straight through my eyes, but all in all I'm having a very good time.

Much like my random musings blogs I thought now would be a good time for a reflections blog, so here goes....

I've learned the easiest way to tick off the MF community is to insult Sirius Satellite (SIRI) - which if I may add IS a terribly run company.

Gold is finally rolling over and silver is going with it.... about time. These metals easily have room to pullback 20% if not more. Why didn't I buy Thompson Creek someone asked after I made it a Best Stock to own in 2011.... because I wanted metals to pullback first.

If you've checked out my profile page I've begun edging into Artificial Life. I'm not planning on adding any more to it for a week or two. I like the partnership with 3M but the A/R is a constant annoyance. It seems cheap here and I'll be looking for a reasonable return to the $1.20 level.

Why can't we just repeal healthcare reform and be done with it already?

If TV margins keep falling, will TV prices actually go to zero? =)

I really loathe the Chicago Bears..... I'm rooting for anything, even the Jets, to make sure the Bears don't win the championship.

I actually admit to sleeping only three hours during the 24-hours of foolishness live chat.

I'm currently getting increasingly bearish on the overall market....as if the umpteen million red thumbs in my CAPS portfolio didn't give that away.

Why couldn't Hewlett-Packard have simply called the company Hewlett-ComPackard when it purchased Compaq? <--- random thought for the day

If a tree falls in the forest, is it bad for all MannKind? <----- bad joke of the day

Well.... back to writing because tonight I'm just a babbling brook. Go Pack Go!

TMFUltraLong

23 Comments – Post Your Own

#1) On January 21, 2011 at 2:53 AM, valunvesthere (< 20) wrote:

Why couldn't Hewlett-Packard have simply called the company Hewlett-ComPackard when it purchased Compaq?  

I believe the name Hewlett-ComPackard wouldn't be a marketable name brand. Try marketing the name brands Acer-Gateway, Dell-Alienware, and Lenovo-Ibm (Although Lenovo also bought the name ThinkPad).

Valunvesthere

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#2) On January 21, 2011 at 3:06 AM, HarryCaraysGhost (99.69) wrote:

Geez man... that was a 1-2 punch to the gut.

That's okay : )

Bears are tough (bring it on!)

Your call on silver might help me out, since I bought much lower and would'nt mind adding.

Go Bears.

(Is it even possible in this age of parity for a team to go 0-16?)hmmmm?

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#3) On January 21, 2011 at 3:20 AM, SockMarket (43.49) wrote:

UL,

something that has worried me in the metals run up has been the rule that "stuff that goes up too fast will come down. Hard." (ex housing, .com's, solar stocks a couple years ago, etc.). I have traded metals (mostly through GG and CEF) but I wont hold for the long term as a result. Anyway...

Do you think this is a legitimate concern?

 

harry,

Is it even possible in this age of parity for a team to go 0-16?

Remember the Li-on's? 0-16 baby!! I think they pulled that in 05(?) but Im not positive...

I don't care too much about your NFC struggles, GO STEELERS!!!

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#4) On January 21, 2011 at 4:13 AM, portefeuille (99.60) wrote:

I'm currently getting increasingly bearish on the overall market

something to cheer you up ...

German Business Confidence Unexpectedly Rises to Record High

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#5) On January 21, 2011 at 4:29 AM, portefeuille (99.60) wrote:

and this.

Global Stocks Entering 'New Era'












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#6) On January 21, 2011 at 4:36 AM, portefeuille (99.60) wrote:

and the classic, hehe ...

Talk of Double-Dip is Utter Nonsense: Keating












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#7) On January 21, 2011 at 4:41 AM, portefeuille (99.60) wrote:



enlarge

(from here)

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#8) On January 21, 2011 at 4:45 AM, portefeuille (99.60) wrote:



enlarge

 

done.

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#9) On January 21, 2011 at 5:12 AM, TMFAleph1 (95.22) wrote:

Wow, that Clem Chambers fellow put on a truly pitiful performance in the CNBC clip. It never ceases to amaze me the sort of people are able to make a comfortable living in this business.

Alex Dumortier

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#10) On January 21, 2011 at 11:01 AM, EnigmaDude (86.56) wrote:

Surely you can't be serious about Sirius?  I can't believe that someone has not already slammed you on that comment! (I agree with you and I'm a subscriber - but would never buy their stock).

I hope you are right about ALIF.OB.  I bought a decent-sized position and then watched it drop 20%, but now it appears to be moving back up.  People seem to think they are a Chinese company.  I'm hoping their new medical apps will change the view of them as just a game developer to a more "serious" business venture.

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#11) On January 21, 2011 at 12:02 PM, ikkyu2 (99.16) wrote:

Feeding the SIRI trolls lost its amusement a little while ago.

Why are the editors throwing darts at you?

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#12) On January 21, 2011 at 12:02 PM, ikkyu2 (99.16) wrote:

Feeding the SIRI trolls lost its amusement a little while ago.

Why are the editors throwing darts at you?

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#13) On January 21, 2011 at 12:12 PM, llgrout (29.66) wrote:

UL, I just want to say thanks for bringing ALIF to my attention. I bought and sold it twice for a nice profit. Here is hoping that third time is a charm...:)

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#14) On January 21, 2011 at 3:24 PM, blueberrygoo (73.43) wrote:

The Lions went 0-16 in 2008 during the regular season.  Ironically and in classic Detroit Lions form, they were a perfect 4-0 in the preseason that same year.

 

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#15) On January 22, 2011 at 12:22 AM, awallejr (81.44) wrote:

Well you got Porte's blood flowing resulting in 5 posts from him heheh, although I still think that last chart of his is a depecition of the BP oil spill. 

But since you again feel bearish I need to again counter with my bullish sentiment.  Corrections always occur but this market is still destined to go higher in the long run.  Earnings are still beating estimates (heard on Bloomberg radio by 70% last quarter).  Unemployment stats do seem to be declining, albeit slowly, but declining none the less.  The economy still is frail, which will keep interest rates low until 2013 imo (I am of the belief that "extended period of time" means exactly that), and that is a positive for the stock market.

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#16) On January 22, 2011 at 12:23 AM, awallejr (81.44) wrote:

Bah, meant "depiction." Dern scotch.

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#17) On January 24, 2011 at 10:24 AM, NEMnyWtch (< 20) wrote:

REALLY Ultra - The Jets???  I'm so glad I read this today.  As a Pats fan in mourning, I would have gone off the deep end before the game yesterday.  However I am feeling much better today, thank you!  So, much like football is on hold for me for awhile, so is my portfolio.  I went into roughly 40% cash a couple of weeks ago, only holding a few things I either got cheap, or was still negative on.  I think the January thaw continues to trend steady to mid-February before the annual spring bounce.  How long do you think things will look bearish?

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#18) On January 28, 2011 at 10:46 AM, TMFRhino (97.92) wrote:

Darts? C'mon Sean, more like a shrine. The 24 hour live chat was awesome!

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#19) On February 01, 2011 at 11:13 PM, dandles2020 (39.27) wrote:

Can't they just call it Hewlett-Packard.Com?  They won't even have to buy the domain.

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#20) On February 14, 2011 at 5:36 PM, Sakajawea (44.86) wrote:

Superb as you are in researching and writing about investments, I am less convinced of your "due diligence" as applied to public policy and health care. Stick to the stocks, my friend!

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#21) On February 15, 2011 at 12:03 AM, Monkeylochs (< 20) wrote:

Greetings Ultralong and a good day to you.

Do you recommend buying more REVU or do we pull the old wait and see approach??

What do we o great one?

Thanks,

Monkeylochs

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#22) On February 16, 2011 at 8:49 PM, TruffelPig (< 20) wrote:

Long-range some assessments you made I can not share. That you get increasingly bearish in the market is probably mostly based on the run of the stocks - not so much on economic parameters. Inflation concerns are overrated right now and it is still the time of the bulls. If the economy is improving in Jan/Febr. - just wait for spring ;P. I see a lot of the ARRA money actually really going to work then. 

 

But then, I am just a fool. 

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#23) On February 16, 2011 at 9:46 PM, GreenCollegeGrad (80.12) wrote:

Ullta, do me a favor and head over to my blog and see what you think of my idea. If u hate it, no pressure, dont contribute. But please take a look and see what you think.

Thanks

GCG

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