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Interesting stuff. Have been looking at Freescale since you pointed me to it and I am close to buying. I think they are well positioned to benefit from current mobility trends. Only yellow flag is that they just announced that the CEO iwill retire and he is the one who successfully led their IPOs and debt restructuring.

 
Sandeman said:
Sandeman said:
Back in XONE. 245 at $57.40.
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Out at $58.20.

I purchased too high and locked up my play money, leaving me unable to play the predictable bouncing around in the low 50s that XONE has done for several months now. Probably kept me from making a grand or two.

Expecting some real volatility in 3D as we close out the calendar year and begin the new one.
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I'd like to say that with today's whack, XONE is getting back into the trading range that I prefer, but seems 3D is getting some negative press, partly due to SSYS comments about revenue.

Not sure what to do here.

 
I think the XONE sell-off was overdone because the orders were simply moved back. I don't know if there is seasonality involved for the group, but Jan/Feb was weak last year for DDD, SSYS.

 
I'm sure a lot of us in here watch CNBC. I must say I LOVE the new Davos conference spots they are running.

"Tune in for our exclusive super uber upper tier coverage at Davos....... we will have Lloyd Blankfein, Bill Gates, Larry Page, Jamie Dimon.......... and MATT DAMON!"

I mean someone at CNBC must have written this ad up as a joke. Matt Damon! WOW!

 
Sandeman said:
Sandeman said:
Sandeman said:
Back in XONE. 245 at $57.40.
Click to expand...
Out at $58.20.

I purchased too high and locked up my play money, leaving me unable to play the predictable bouncing around in the low 50s that XONE has done for several months now. Probably kept me from making a grand or two.

Expecting some real volatility in 3D as we close out the calendar year and begin the new one.
Click to expand...
I'd like to say that with today's whack, XONE is getting back into the trading range that I prefer, but seems 3D is getting some negative press, partly due to SSYS comments about revenue.

Not sure what to do here.
Click to expand...
Back in at 57.50.

 
Drifter said:
Drifter said:
Trucking companies all doing well in the market in Q4 driven by the strong lead indicators in Retail. Q4 Spot rate market has been extremely hot and capacity tight.

Most of the stocks in this area reflect that but I think there is still value in some of the non-assets who should benefit from the hit spot market rates, specifically CH Robinson $56.35 (CHRW), and Landstar $55.51 (LSTR) until Q4 earnings are announced.

Among the asset providers, I like Swift (SWFC) below $22 ($22.92 now) and JB Hunt (JBHT) below $70 ($75.98) if they happen to fall.

A company I really like is Heartland Express (HTLD) currently trading at $18.03 still riding high from the purchase of a very well run private company, Gordon Trucking in October. I'll like pick them up below $18 with an eye on a longer term hold unless Q4 earnings knock it out of the park.
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Update

HTLD: 19.47 (+1.44)

CHRW : $57.40 (+$1.05)

LSTR: $57.311 (+$1.86)

Swift heading below $22 where I think it's a buy.
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Update:

HTLD: 21.09 (+3.26/+18%)

CHRW: $59.60 ( +3.25/+5.7%)

LSTR $58.49 (+2.98/+5.4%)

SWFT: $21.69 - Now a strong buy for a long position through most of 2014.

JBHT: $78.92 - would still lay off

 
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AFC Enterprises, which I wrote about here, finally changed its name today to Popeye's Louisiana Kitchen (PLKI).

I guess IR did get my email.

Seriously, the CEO is so brand/marketing-oriented that I am surprised it didn't happen sooner. I'm going to have to watch Cramer's show tonight and see what she has to say.

 
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St. Louis Bob said:
NFLX, wow.
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It was up to 360 not too long ago, this is just the bounce back up from the recent drop.

Although I'm still a bit upset that I got shook out after buying in at 75, running it up to 200, then getting stopped out after falling back to 150. Wondering if it's worth jumping back in ever again. Loved it long-term but not sure how much more it can expand to justify at 350. While they're always an attractive takeover target, at this price I'm not sure if it isn't cheaper to steal away their licenses rather than try to acquire it.

 
Sarnoff said:
St. Louis Bob said:
NFLX, wow.
Click to expand...
It was up to 360 not too long ago, this is just the bounce back up from the recent drop.

Although I'm still a bit upset that I got shook out after buying in at 75, running it up to 200, then getting stopped out after falling back to 150. Wondering if it's worth jumping back in ever again. Loved it long-term but not sure how much more it can expand to justify at 350. While they're always an attractive takeover target, at this price I'm not sure if it isn't cheaper to steal away their licenses rather than try to acquire it.
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I just don't get it. They have chased off so many customers by splitting the service and the market has become so competitive with providers like Amazon that offer similar content. Just for my own education, where do you think a buyout would come from? The usual suspects that are flush with cash (AAPL, GOOG, FB, etc.) just don't seem like they would have any interest. Maybe a microsoft or ????? Thanks for posting, i always learn something new when you analyze it.

 
Netflix is going to start tiered pricing based on number of connections active soon. I will be interested to see how their user base responds to this if not executed well.

40% of netflix traffic is stolen certs by some estimation.

 
I haven't checked in here in a while.

In the last 2 months I've accumulated a few positions including DE, PM, O, and DLR. All are solid, growing dividend payers that were selling below par (IMO). And so far, at least, only PM is down. Particularly like DE and O. Thought hard about some Muni CEFs, but I still think there are too many surprises (Puerto Rico, more muni bankruptcies) to come - they've spooked me.

Looking for a good consumer discretionary to mix in but all are really pumped up right now. If anyone sees something in that area that looks good I'm all ears.

 
Sand said:
Looking for a good consumer discretionary to mix in but all are really pumped up right now. If anyone sees something in that area that looks good I'm all ears.
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I know you like dividend stocks. Take a look at TUP, which reports earnings next week. I think the yield is around 2.8% now. It is largely a play on the expanding middle class in emerging markets..

 
Netflix is one of the few companies that blew out earnings.

So far this season, the early tech reports are showing weak earnings, and reducing their guidance.

The run up since the recession has been supported low rates & by earnings, giving it validity. Without earnings, it would be very difficult to justify the valuations of many stocks right now.

 
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Mystery Achiever said:
Sand said:
Looking for a good consumer discretionary to mix in but all are really pumped up right now. If anyone sees something in that area that looks good I'm all ears.
Click to expand...
I know you like dividend stocks. Take a look at TUP, which reports earnings next week. I think the yield is around 2.8% now. It is largely a play on the expanding middle class in emerging markets..
Click to expand...
Don't know that one, so will definitely look into. Thanks!

 
Sand- Here are the slides from the last earnings call. They are basically giving women in emerging markets entree to the workforce. Very little business is in the US anymore. And they tailor products to the individual country. The big seller in China, for example, is a water filtration bottle. I think that is the only country where they provide an office of sorts for the parties to be held, because Chinese homes are too small.

They are also committed to returning cash via a combination of share buybacks and diividends.

http://files.shareholder.com/downloads/TUP/2915903718x0x699031/0c234bbb-6ad1-47c8-89e0-455fa40481f2/Earnings%20Call%20Slides%20-%20Q3%20FINAL.pdf

 
DDD, wait!!!

I've kept a bunch of dough in DODIX & VWEHX just to diversify things. It has been really hard just sitting back collecting dividends but these last couple of weeks makes me feel better about it.

 
CNBC just reported $1.4B of stock available for sale on the market as of 10 minutes ago. Lots of people headed for the door (obviously).

 
culdeus said:
The Ref said:
CNBC just reported $1.4B of stock available for sale on the market as of 10 minutes ago. Lots of people headed for the door (obviously).
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That doesn't seem like all that much to me. I mean what's the market cap of apple these days?
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Yeah but you need $1.4B of buyers on the other side all at once. It's not going to cause the great depression, but that a lot of cake. It shaved 12-13 points off the S&P in 10 min.

 
If anyone is interested in gold/precious metals, HERE is one to look at. They will start pouring gold next month out of a mine with 800,000+ ounces of gold in it. Ticker symbol ANLKY

bought some GNVC at 3.80 today and it closed at 4.15

Love pharmaceutical stocks. Been making good money on them the last 3-4 months.

 
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The Ref said:
culdeus said:
The Ref said:
CNBC just reported $1.4B of stock available for sale on the market as of 10 minutes ago. Lots of people headed for the door (obviously).
Click to expand...
That doesn't seem like all that much to me. I mean what's the market cap of apple these days?
Click to expand...
Yeah but you need $1.4B of buyers on the other side all at once. It's not going to cause the great depression, but that a lot of cake. It shaved 12-13 points off the S&P in 10 min.
Click to expand...
Tap the brakes there a bit...

 
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fantasycurse42 said:
I'm moving to the sidelines... Anyone else?
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We met with a financial advisor on Thursday before the market opened. It has tanked since. We have a nice chunk of cash we're looking to put in and the timing is looking good for an entry point in the near future. Won't do anything though until this settles.

 
I think i'm going to pull back a bit in allocations. I basically haven't put a dime in FI in 18 months. AA is pretty out of whack as a result. Not going all the way to cash or anything.

 
jamny said:
fantasycurse42 said:
I'm moving to the sidelines... Anyone else?
Click to expand...
We met with a financial advisor on Thursday before the market opened. It has tanked since. We have a nice chunk of cash we're looking to put in and the timing is looking good for an entry point in the near future. Won't do anything though until this settles.
Click to expand...
For the last 6 months I've been reading endlessly about the market being expensive, stocks overvalued, correction, etc...

Between Thursday, Friday, & today I think that feeling is spreading more to a reality - Volatility Index going through the roof - The money lost over the last few sessions has been pretty intense, but personally i see no reason not to take the gains from the last 2 years off the table.

 
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