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Read/Post Comments (468) | Recommend This Article (75)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On December 21, 2010, at 8:36 AM, VirtualToro wrote:

    Most of us are aware of what Apple is doing now and where their current strengths are. Going forward though do you think they will be able to leverage their existing business lines into Social Networking (facebook), clould computing (apps), Entertainment (Apple TV), and Media (the Daily) in a big meaningful way or do you think these will be just add-ons? I personally see the potential for them to make significant gains in all areas and I see their profits growing at least 50% a year for the foreseeable future. What say you?

  • Report this Comment On December 21, 2010, at 8:42 AM, mattsmithsd wrote:

    As we transition into 2011, some of the banks that were bailed out have begun showing positive results and repayment of debt. Does it look like Fannie Mae (FNMA) will get itself on-track and start seeing any type of progression in 2011?

  • Report this Comment On December 21, 2010, at 8:46 AM, kensafool wrote:

    Here's another $.10.

    Happy Holidays to All

  • Report this Comment On December 21, 2010, at 8:47 AM, kensafool wrote:

    And yet another dime.

    Happy Holidays to All

  • Report this Comment On December 21, 2010, at 8:55 AM, rd80 wrote:

    Ten cents.

    What's your opinion on RIG?

  • Report this Comment On December 21, 2010, at 8:56 AM, TMFUltraLong wrote:

    VirtualToro,

    I think you're on the right track. You would have to be pretty brave to bet against Apple with them sitting on $25 billion in cash. Essentially they have the capital to bully their way into any social space if they so choose.

    Facebook seems to be the future of social media but I don't think anyone is sure yet exactly how to utilize it, but when they do, I feel confident Apple will play a large part.

    Apple has been at the forefront of innovating new products for the better part of a decade now and as long as Steve Jobs is calling the shots I'd be feeling confident that Apple is capable of double-digit growth. I think we'd be really pushing it at 50% growth, but something between 15% and 20% is probably not out of the question over the next couple of years if they can properly execute.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:02 AM, TMFUltraLong wrote:

    mattsmithsd,

    Ahhhhh... good old Fannie Mae.

    The problem is that there just isn't any value left in Fannie's stock price. They have taken so much from taxpayers and their loan portfolio remains in such dire straits that I'm curious why the company is worth as much as it is (though trading at 34 cents per share on the pink sheets is hardly anything to boast about).

    The banks have been able to take advantage of a diverse portfolio of financial instruments in order to return to profitability and begin to pay off their TARP loans. Fannie Mae is a one-trick government-owned pony that really has no choice but to back some of the ugliest loans on the market and for that reason I see little value in Fannie Mae the stock.

    Fool On!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:02 AM, TMFUltraLong wrote:

    kensafool,

    Thank you for the donation(s), they are much appreciated.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:09 AM, TMFUltraLong wrote:

    rd80,

    You've hit on a company that used to be one of my favorites prior to the market collapse in 2008.

    TransOcean has more than paid the piper for their involvement in BP's deepwater oil spill and appears to be on the mend. Despite this, revenue have tapered off to the high-single digit growth range with a double-digit contraction this year (mainly due to the drilling moratorium).

    To me, I see no company that will give you better overall returns in the gross margin department for a driller than TransOcean. I was shocked to see it trading just a tad over book value as well. There definitely could be some value here. Let's leave it at that.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:12 AM, cjnwa wrote:

    Any views on Adobe (ADBE)? The company seems great on paper but the stock seems to bounce all over the place

  • Report this Comment On December 21, 2010, at 9:25 AM, TMFUltraLong wrote:

    cjnwa,

    Make no mistake with what I'm about to say because Adobe Systems is no Apple, but remember that Apple bounced around for years before it found its stride.

    The problem with Adobe has always been its inconsistent revenue stream. It's managed to blow estimates out of the water for 4-5 straight quarters only to lose a customer or see demand taper off customer-wide.

    I've been checking out their quarterly report before the bell this morning and it looks solid. It's strongly cash flow positive and they have over $1 billion in net cash so from a balance sheet perspective it appears ok. Consistent growth will be the key for extended movements in their stock price. I actually do think Adobe can erase that inconsistent recent history -- on the flip side I'm curious to see if it can overcome the stigma of being excluded from everything Apple-related.

    Either way I give their most recent quarter a thumbs up and I look forward to the next few quarterly reports to see if it's really on the right path.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:31 AM, rd80 wrote:

    I thought you would be busier.

    Let's rack up a dime in small cap territory.

    Hawkins (HWKN)? Nice run recently, valuation is looking a little pricey, but I don't think it's overextended yet.

    Disclosure: I own HWKN and should have added that I own RIG in the earlier comment.

  • Report this Comment On December 21, 2010, at 9:37 AM, DirtyTomRackham wrote:

    I don't know a lot about Preformed Line Products Company, but it comes up in a lot of screens that I run, and the stock has doubled in the last 5 months or so. Do you have any thoughts on where the company is headed?

  • Report this Comment On December 21, 2010, at 9:39 AM, TMFBomb wrote:

    I'll play, too!

    At today's prices, which sector do you think offers the most opportunity for a stock picker?

    Fool on,

    Anand Chokkavelu (TMFBomb)

  • Report this Comment On December 21, 2010, at 9:40 AM, FloMoney wrote:

    Any thoughts on ING?

  • Report this Comment On December 21, 2010, at 9:42 AM, TMFUltraLong wrote:

    rd80,

    I think it's still pretty early, or at least it is to me. I'm on West Coast time over here and woke up at 5:30am and I am generally not a "morning person."

    Not to be the party pooper, but I'm finding the valuation on Hawkins to be potentially worrisome here. It mentioned in their most recent quarterly filing in late October that pricing pressures are dragging down profits.

    Also, growth rates are good but not what I'd want to see for a forward price-to-earnings of 16.5. Don't get me wrong, this is a very good management team that has been putting shareholders first, but even with revenue growth at the high-end of estimates, we're looking at price earnings to growth (PEG) ratios around 1.5-1.9 which seems too pricey for my blood in specialty chemicals.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:44 AM, jackhart wrote:

    I read somewhere that JMHLY was the mini-Berkshire of Hong Kong and a good long play - thoughts on the company and stock?

  • Report this Comment On December 21, 2010, at 9:44 AM, DADDYSAKS wrote:

    What is the ticker symbol for the new Chinese Gogo.cn aka Chinese Google?

  • Report this Comment On December 21, 2010, at 9:45 AM, jackhart wrote:

    Is the Pepsi-WBD buyout going to br approved? And go forward? Thanks.

  • Report this Comment On December 21, 2010, at 9:51 AM, blades22191 wrote:

    In reviewing the portfolio and the sectors that have done well in 2010 how do you spot the next sectors that are going to perform well before it is too late.

  • Report this Comment On December 21, 2010, at 9:52 AM, dankgummy wrote:

    With the pending electric car war from two major players, Nissan and GM. Do you think Ecotality (Nissan partner) or Envision Solar (GM) are a buy? If so, who would you choose? Personally I am leaning towards Ecotality because I believe the Nissan Leaf is a superior car over the Chevy Volt. If neither companies are a buy, what supplier/vendor do you think will grow from this electronic car movement?

  • Report this Comment On December 21, 2010, at 9:53 AM, davaidesign wrote:

    Do you think the fears over J&J's product quality are overblown?

  • Report this Comment On December 21, 2010, at 9:58 AM, TMFUltraLong wrote:

    DirtyTomRackham,

    Preformed Line Products is a fairly small construction company that has an even smaller outstanding float of shares.

    Not to take anything away from its results, but it's worth noting that small caps with low outstanding share floats are prone to wilder price swings and we may be seeing that with Preformed Line Products.

    Onto its products, my main beef has been their lack of consistent revenue growth. Gross margins have been managed well and that is the only reason profits keep moving higher, but revenue growth has left a lot to be desired.

    Although I can't prognosticate the future direction of any company, I'd much prefer to wait on the sidelines until it can show us steady revenue growth. Margins can only be grown so much before they plateau.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:59 AM, jackhart wrote:

    I like ETF ticker EPOL as an emerging market play outside of Russia - it is limited to Polish and Ukranian companies - but some service other Eastern European countries. Thoughts.

  • Report this Comment On December 21, 2010, at 10:03 AM, TMFUltraLong wrote:

    TMFBomb,

    Believe it or not, I'm still staring directly at technology, specifically application software. There are plenty of names here that have boatloads of cash and are looking for acquisitions or may even be acquired themselves. The industry average Return-on-equity is 25% and the industry average price-to-earnings is a reasonable 16.6.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:04 AM, DirtyTomRackham wrote:

    Under Armour has had a nice run, but currently sports a 48 P/E ratio which makes me nervous - can they keep the growth up to handle that valuation? On the other hand, their market cap is just under $3 billion while Nike is $43 billion so I feel like there's plenty of room to grow (even if UA is ultimately 1/5th of Nike that's triple UA's current market cap). What are your thoughts about their long term prospects?

  • Report this Comment On December 21, 2010, at 10:04 AM, jackhart wrote:

    Other than Ivanhoe Mines, is there another way to invest in Mongolia at the moment?

  • Report this Comment On December 21, 2010, at 10:05 AM, TMFNato wrote:

    Any ideas for, say, five solid dividend-paying blue chips that would make good investments for the very long haul?

  • Report this Comment On December 21, 2010, at 10:10 AM, TMFUltraLong wrote:

    FloMoney,

    ING "looks" like it might be a value on paper -- trust me, I've done a few double-takes on it myself.

    Keep in mind though that ING increased its oustanding share count by nearly 50% in order to raise some desparately needed cash. I think it's too early to jump into ING considering how shaky the sector was just two years ago. Give them some time to prove to you they've got a solid and diversified investment portfolio and they maybe they might be worth a triple-take.

    Fool on,

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:15 AM, TMFUltraLong wrote:

    jackhart,

    I have to admit that I know next to nothing about Jardine Matheson. I'm able to find some trailing statistics, but they doesn't help me establish a trend, so what I'm going to do is appeal to my International stock colleagues at the Fool to perhaps drop us a line and give us their opinion on it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:15 AM, jackhart wrote:

    Is Progressive PGR ever going to grow again as a stock? With no dividend, it seems a bit stagnant? Is Cincy Financial CINF a better auto insurance play....or even BRK.B due to Geico?

  • Report this Comment On December 21, 2010, at 10:19 AM, TMFUltraLong wrote:

    DADDYSAKS,

    I don't believe the "Chinese Google" is trading on the US stock exchanges, at least yet anyways. The only company I've ever heard compared to as the "Chinese Google" is Baidu, and its ticker symbol is BIDU in case you're curious.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:20 AM, jackhart wrote:

    I love BAM Brookfield Asset Management but I wonder if it is limiting itself with its self-professed "ABC" investment strategy - Australia Brazil Canada as the biggest holdings?

  • Report this Comment On December 21, 2010, at 10:22 AM, jackhart wrote:

    Is Chiquita Banana CQB going to benefit from the current world banana shortage....or is that a pure commodity play?

  • Report this Comment On December 21, 2010, at 10:24 AM, TMFBrich wrote:

    @jackhart:

    Re: JMHLY ... I asked Global Gains co-advisor Nate Parmelee. Here was his response: "That's Jardine Matheson. It is a conglomerate, well-run, and a way to broadly gain exposure to Asia. No opinion on the valuation though -- I haven't run through it in quite a few months."

    Best,

    Brian Richards (TMFBRich)

  • Report this Comment On December 21, 2010, at 10:24 AM, Turfscape wrote:

    TMF UL (hey...that kinda sounds like TMF Yule...how appropriate for the holidays!)

    For those who pine for the simple days of yore when you didn't have to be so actively involved in securing your own retirement...do you think there is really anywhere that one can throw a good portion of retirement savings and just let it sit and grow safely without having to watch and re-evaluate every three or six months?

  • Report this Comment On December 21, 2010, at 10:24 AM, jackhart wrote:

    Everybody loves chicken....wings or fried.....what does that do FOR BWLD and AFCE??

  • Report this Comment On December 21, 2010, at 10:24 AM, TMFUltraLong wrote:

    jackhart,

    To me it seems likely that the buyout will be approved. What I'm more interested in is how Pepsi will integrate Wimm-Bill-Dann into its business model.

    WImm-Bill-Dann gives them greater foreign market exposure and much needed juice exposure, but Pepsi paid a hefty premium for their purchase. The next two years will definitely tell us a lot, that's for sure.

    On a side note.... Wimm-Bill-Dann said really fast sounds like Wimbledon doesn't it?

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:29 AM, TMFUltraLong wrote:

    blades22191,

    Sometimes spotting the sectors that are going to move can be as easy as spotting where the cash is.

    As I mentioned above, I'm particularly keen on the application software sector because many company are sitting on loads of cash which they can deploy in acquisitons or possibly R&D.

    Another popular strategy is to look for the previously weak sectors. The market is somewhat of a cyclical creature, it tends to rotate out the winners and losers. Now don't get me wrong, the losers could continue to lose and the winners may just keep on winning, but I think the key point here is valuations eventually may make sense if a sector gets weak enough.

    Keep in mind none of these methods is sure-fire and I could be all wet, but these are some things that I look for when looking for a winning sector.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:35 AM, mattsmithsd wrote:

    Nucor (NUE) has been very bullish over the past month and has a pretty good paying dividend as well. Over the past year, their earnings seem to be very up and down, but it looks like the expected earnings starting in 2011 will be significantly higher than they have been recently. Do you foresee a postivie long-term growth in this company?

  • Report this Comment On December 21, 2010, at 10:38 AM, jackhart wrote:

    Why do you think Delias DLIA is not growing more? Its customers love it and the tween/teen girl offerings is completely different than Aeropastele, American Eagle, Abercrombie and Fitch, H and M, Hollister, Pac Sun, etc, etc....it seems to have a niche market.

  • Report this Comment On December 21, 2010, at 10:38 AM, TMFUltraLong wrote:

    dankgummy,

    Is it ok if I answer this question with a smirk, because that's usually what I do when the discussion of electric vehicles comes up. ;-)

    We are a long long....long way off from seeing a truly profitable supplier to Ford or General Motors from an electric car perspective. I can totally understand your want to get ahead of the curve and make a choice as to which car will be the success, but I just don't see either of them differentiating from one another for at least 2-3 years.

    Remember in 1999 when we had the B2b craze and it took about 3-4 years to figure out exactly who the real players were going to be, I think in a really off-tangent sort of reference way, that's what it will take to discover the winners here -- time. Right now these companies are burning too much cash on EV's for me to stand behind anything.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:40 AM, dandles2020 wrote:

    TMF UL:

    I'll ask a couple questions I asked on your most recent Blunt Man.

    What do you think of TAT?

  • Report this Comment On December 21, 2010, at 10:41 AM, jackhart wrote:

    Will FIZZ fizzle in 2011.....or (soda) pop??

  • Report this Comment On December 21, 2010, at 10:42 AM, blades22191 wrote:

    Thanks for your response. Currently living in retirement and trying to maintain 6-8% gains. Don't want to get too risky. any thoughts?

  • Report this Comment On December 21, 2010, at 10:42 AM, dandles2020 wrote:

    UL:

    Any current thoughts on FHCO?

  • Report this Comment On December 21, 2010, at 10:42 AM, jowsom wrote:

    i have a question about shorting divident paying stocks. i know that if i am short a stock as of the ex-divident date then i am liable to pay the divident to my borrower, but i am currious about the time between the date of record and actual day of payment. if i short a stock between this time gap, and hold short until after the divident is payed, am i still liable to pay?

  • Report this Comment On December 21, 2010, at 10:43 AM, TMFUltraLong wrote:

    davaidesign,

    We have seen numerous hiccups in Johnson & Johnson's company lifetime, and it's probably safe to say that their most recent recall worries are short-term. J&J is a well-diversified company that could suffer mildly in the short-term but has proven resilient in the past and should be just fine. Guess I better not get heartburn in the meantime though huh? =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:44 AM, dandles2020 wrote:

    You've mentioned MCZ before, and I wish I had done more than stare at it when it was .40. Do you think it's still a good buy in hovering at a dollar?

  • Report this Comment On December 21, 2010, at 10:45 AM, robcrum wrote:

    When discussing the future of "Cloud" technology, you mention Google, and Vmware. Could the third player you elude to possibly be EMC?

  • Report this Comment On December 21, 2010, at 10:48 AM, GeoffersonSpin wrote:

    I own some small positions in these two small-cap stocks. Any particular thoughts on them? They seem to both be good businesses that are growing and even paying some dividends.

    Matthews International (MATW) - Memorialization products, caskets, etc.

    A. Schulman (SHLM) - Plastic compounds and resins used in a variety of applications.

    I guess my biggest question is are these companies that you could foresee continuing growth over the long term? It's a little harder for me to get read on the smaller cap stocks that aren't always in the news like some of the bigger dividend players I own. Thanks for the help, fools!

  • Report this Comment On December 21, 2010, at 10:50 AM, jackhart wrote:

    After reading a FOOL article touting Tim Horton's, I bought in...and am glad I did as stock has done well these past 3-4 months. Will that continue in 2011?

  • Report this Comment On December 21, 2010, at 10:51 AM, TMFUltraLong wrote:

    jackhart,

    Germany and Poland probably represent the only two countries that don't utterly terrify me in Europe right now, but that isn't to say I would welcome an investment in them.

    Poland might be the strongest economy moving forward in Europe which is odd to say the least, but it is not without wild volatility swings. These foreign ETF's are a good way to play these countries while not having to choose which stock will be the one to outperform.

    Personally I can't see myself throwing any money into Poland anytime soon largely because of the debt mess most of their neighbors are in.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:55 AM, TMFUltraLong wrote:

    DirtyTomRackham,

    I have the same feelings you have. UnderArmour is a very good company that I even placed in my UltraRetirement portfolio on CAPS, a portfolio for long-term buys only, but it looks ripe for a pullback.

    The amazing stat here is that its price earnings to growth ratio is not completely out of whack at about 1.5. Still, at 36 times 2011 earnings I'd like the results to catch up with the valuation in the short-term, but if your intention is to hold for years I think you have a winner.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:01 AM, TMFUltraLong wrote:

    jackhart,

    Outside of Ivanhoe Mines there aren't any other Mongolian-based stocks that I'm aware of.

    Mongolia is "supposed" to have huge copper reserves, so betting on copper might be the only other possibility I see.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:02 AM, Paul14208 wrote:

    Any current thoughts or news on STV? Stock price is down about 15% from last Friday.

  • Report this Comment On December 21, 2010, at 11:04 AM, DaveGruska wrote:

    What is your basic "due diligence" process when researching a company?

  • Report this Comment On December 21, 2010, at 11:08 AM, Option1307 wrote:

    What's more shocking?

    Your Detroit Lions with 4 (four!!) wins or the NFC West as a whole? :)

    +0.10 for charity!

  • Report this Comment On December 21, 2010, at 11:08 AM, TMFUltraLong wrote:

    TMFNato,

    Only 5? Lol....

    Hudson City Bancorp 4.8%

    PowerShares Financial Preferred 7.3%

    Johnson & Johnson 3.5%

    Conoco Phillips 3.4%

    Pfizer 4.7%

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:11 AM, GiftOfNewLife wrote:

    Happy Holidays!

  • Report this Comment On December 21, 2010, at 11:12 AM, DaveGruska wrote:

    Where do you find most of your stock ideas (besides on the Fool's web site).

    Thanks for doing this "chat", btw!

  • Report this Comment On December 21, 2010, at 11:13 AM, TMFUltraLong wrote:

    jackhart,

    Progressive has been stagnant for years and let's face it, it was never much of a growth story.

    Their results show that they appear to be getting back on track and could be in line for growth around 5% going forward. Their dividend however is disappointing to say the least.

    I'm not a large fan of the insurance sector but I think your other choices, Cincinnati Financial and Berkshire Hathaway are going to give you more consistentcy and in CINF's case a better dividend.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:14 AM, jackhart wrote:

    For investing in safe sex, ....CHD for Trojan condoms or FHCO for female condoms...better investment?

  • Report this Comment On December 21, 2010, at 11:14 AM, TMFRhino wrote:

    Hey UltraLong,

    Have to give you credit for discovering Alliance Fiber Optic Product (AFOP) in one of your old Microcap blogs back when it was trading at 1/3 the level it is today.

    Is that still one of your top picks in the fiber optics market? I've recently been doing more looking at the industry. Hard to get excited about a company like JDSU which posted losses for 14 straight years and seemed to have no organizational focus, but it is starting to look like bandwidth demand growth is making these companies viable.

    Best,

    Eric

  • Report this Comment On December 21, 2010, at 11:15 AM, jackhart wrote:

    How high do you think C and SIRI get by the close of 2012?

  • Report this Comment On December 21, 2010, at 11:16 AM, TMFUltraLong wrote:

    jackhart,

    Brookfield Asset Management might be a one-trick pony, but they are investing in 3 of let's say my favorite 5 countries so you won't get very much of an argument from me based on their strategy. They're just doing what we should all do which is stick to what we know.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:17 AM, jackhart wrote:

    Is CCMP still a nice play?

  • Report this Comment On December 21, 2010, at 11:18 AM, jackhart wrote:

    Let me say THANK YOU for all the comments, answers and advice.

  • Report this Comment On December 21, 2010, at 11:18 AM, TMFUltraLong wrote:

    jackhart,

    I'm leaning towards pure commodity play because Chiquita usually finds a way to screw up a good thing by getting its margins squeezed, lol.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:18 AM, MegaEurope wrote:

    UltraLong,

    What do you think of M&F Worldwide (MFW)? Cash flow is huge and Babo, vanamonde, anticitrade and kristm have green thumbs on it.

  • Report this Comment On December 21, 2010, at 11:19 AM, NOTvuffett wrote:

    Hey UL,

    Carl Icahn just doubled his stake in CHK. Their share price jumped 8% yesterday. Any thoughts as to whether his involvement will be a net positive?

  • Report this Comment On December 21, 2010, at 11:21 AM, TMFUltraLong wrote:

    Turfscape,

    That USED to be what bonds were for! There are still plenty of large cap blue chips that you could probably invest in with lower than average risk and not have to hover over, but admittedly those days went away around the mid-1990's in my opinion with the advent of the internet.

    CD's, blue chips and high quality bonds are really your only choices these days.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:22 AM, Skyshark29 wrote:

    I'm curious on your thoughts on the commercial realestate sector and specifically how well (Or poorly) do you think Grubb & Ellis (GBE) is positioned for the next 5 years?

    Any reasoning behind the jump in share prices or do you think it's related to sector pricing increases?

  • Report this Comment On December 21, 2010, at 11:25 AM, cellularesque wrote:

    What's the deal with all of the confusion surrounding who qualifies for the OXPS special $4.50 dividend (and the wild price fluctuations that resulted from it)? Is there much precedent for this? So much for efficient markets....

    So, what do you think will happen after the dividend is paid? Clearly the price will go down by about $4.50 on the ex-div date, but has the company lost additional value by paying out so much cash? Also, do you think the recent price increases are justified based on the value of the company and the dividend, or would savvy/inside investors have already known a dividend was coming and have priced that into the stock before the official announcement in November?

  • Report this Comment On December 21, 2010, at 11:25 AM, MethodologyTest wrote:

    HHC (The Howard Hughes Corp) has done well in November with a large amount of insider buying. How do you feel about this stock?

  • Report this Comment On December 21, 2010, at 11:26 AM, griderX wrote:

    AIG: American International Group Inc.

    Recently there has been some serious money put into this company (Fairholme)...I'm befuddled to udnerstand why? There are so many better investment opportunities available...why AIG?

    Given the future share dilution and approximate total shares outstanding of around 1.791-2 Billion at current price $54.38 that would give AIG a Market Cap of about $97-108 Billion!

    Do you think ppl will be in for a rude awakening in 2011?

  • Report this Comment On December 21, 2010, at 11:27 AM, TMFUltraLong wrote:

    jackhart,

    Restarurant results are improving but I think it will affect these companies in different ways. Popeyes will benefit from weaker results because of its lower price point product. Buffalo Wild Wings is going to benefit if consumers are eating out more in the "family-style" environment.

    Based on recent figures, it looks like family-style restaurants are showing solid growth. AFC Enterprises might therefore seem a bit rich here at 15 times 2011 earnings and low single-digit revenue growth.

    Buffalo Wild Wings is in no way looking like a bargain at these levels, but comparatively speaking, it probably should exhibit the stronger growth of the two.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:28 AM, davea0511 wrote:

    Wow ... great opportunity to pick a big brain ...

    So here's my question: precious (mostly electronics) metals ... is China, which produces 95% of these, really in the position to hold the world hostage (as it did to Japan recently), and what stocks would you expect to benefit or suffer, if any?

    I spoke to a Chemistry Professor (U of Del) who said they had no corner on the market - it was just cheap labor, and the US and other resources could (and will) quickly ramp-up if China doesn't get their prices back down. I'm concerned we won't be able to react as quickly as he things though, and wonder how it will affect the market.

  • Report this Comment On December 21, 2010, at 11:31 AM, TMFTypeoh wrote:

    ISRG - Is it a buy here?

    ENOC - Does the customer concentration concern you?

    RST - Buy? Sell?

  • Report this Comment On December 21, 2010, at 11:32 AM, TMFUltraLong wrote:

    mattsmithsd,

    You'll often hear me reference my CAPS UltraRetirement "set it and forget it" portfolio and Nucor is one of the 190 plays currently in there.

    Nucor offers a really really nice dividend for a steel company and management has done a nice job of growing shareholder value. The valuation really got ahead of itself thanks to speculative investing a few years back but now appears attractive.

    Historically speaking, Nucor tends to make a bullish run about once a decade while remaining predominantly rangebound for the rest of that period. This of course speaks to the nature of the US economy which tends to make 1-2 bullish runs per decade as well. If you're looking long-term, I personally like the play, but make sure you do your research before taking the plunge.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:35 AM, TMFUltraLong wrote:

    jackhart,

    Inventory and trends... That's always been dElia's problem. They are always late on trends and have no idea exactly how much of what to order. If you read into their quarterly reports you'll often hear them mention that traffic was "inconsistent." The reason traffic is inconsistent is because they don't have the product teens want. Where's the avoid stamp...

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:40 AM, TMFUltraLong wrote:

    dandles2020,

    Sorry I haven't been on my Blunt Man blog recently but I have been busy with work and personal things.

    Just like biotechs, I have a really hard time valuing drillers like TransAtlantic Petroleum that are sitting on oil but have only recently begun to siphon it out of the ground. Almost always it seems like analyst's overestimate how profitable these new drillers will be and not surprisingly we've seen profit estimates for 2011 fall considerably since September.

    I'd be willing to place it on the watch list to see how it progresses, but until TAT is turning a profit, 100%+ revenue growth is just smoke & mirrors.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:40 AM, Pennyperson wrote:

    Still like GST after the stock offering? The value of the lease positions (per share outstanding) alone "should" still be worth the ride. To be candid, I've been waiting for it to happen (the stock offering) before pulling the trigger.

  • Report this Comment On December 21, 2010, at 11:41 AM, investwisely42 wrote:

    What is your view on Local.com's long term position in the online space? There is chatter that it is a takeover candidate going forward since the Groupon deal fell through. Does this company need to be acquired for it to be considered a buy? It seems the forward P/E is fairly healthy.

  • Report this Comment On December 21, 2010, at 11:42 AM, JoeinPlano wrote:

    Can you comment on the new to the game player who perhaps foolishly believes he can invest his $200K war chest and make 1% per week for an annual 50% gain by "weekly trading"?

  • Report this Comment On December 21, 2010, at 11:45 AM, TMFUltraLong wrote:

    jackhart,

    The great thing about beverage makers are they consistently produce a profit and prove to be resistent to market turmoil. The downside is the lack of solid growth.

    National Beverage is one of those ho-hum 2% revenue growth companies with no dividend that just doesn't excite me. If the market was nosediving I might re-consider, but it just doesn't offer much to be excited about here.

    I lost all interest in Jones Soda after they lost Starbucks and haven't revisited them since.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:46 AM, CCLEGG wrote:

    Glad to see you back at it!

    What say you about oil?

    Thanks

  • Report this Comment On December 21, 2010, at 11:49 AM, TMFKlesta wrote:

    TMFUltraLong,

    If you had $1,000 burning a hole in your pocket (i.e., earning a scorching 1.5% in a savings account), and you wanted to dive into the market with little or know prior experience, where would you invest that money?

  • Report this Comment On December 21, 2010, at 11:50 AM, investwisely42 wrote:

    What is your view on Goldman Sachs going forward in 2011? There seems to be ample M&A activity going on now and that is a large part of their revenue base. What do you think the target price is in 2011 for GS assuming that earnings excel?

  • Report this Comment On December 21, 2010, at 11:51 AM, TMFUltraLong wrote:

    blades22191,

    I'm not able to give out personal investment advice, but living off your retirement would probably limit you to some high end bonds or a select few low volatility blue chips.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:52 AM, Pennyperson wrote:

    Last year you gave a bold prediction on 3 stocks for 100 to 300% upside. Looks like you nailed MCZ and my father made $$ on your suggetion. So, thanks.

    Have 3 more picks off the top of your brain at the moment for the coming year?

  • Report this Comment On December 21, 2010, at 11:53 AM, dorimiles wrote:

    What's up with STV?

  • Report this Comment On December 21, 2010, at 11:54 AM, DaveGruska wrote:

    @TMFUltraLong - why are you all cash at the moment? (according to your profile)

  • Report this Comment On December 21, 2010, at 11:54 AM, TMFUltraLong wrote:

    dandles2020,

    I picked Female Health in the UltraLong portfolio before and it may wind up in there again. First however, FHCO needs to prove that it can integrate its second generation condom products without the nasty revenue decline we saw last year. They are more than capable of producing at a high level and crank out a 3.5% dividend so they remain on my watch list, but I want to see some consistency with their newer product first.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:56 AM, hiddenflem wrote:

    Happy holidays all! Speaking of all that cash in Apple's vaults, I still have the last dividend check issued by Apple which I never cashed (in the amount of $1.30). Have held Apple since 1983. Do you see them issuing dividends again in the near future? Do you think that would lead to mass speculation that their growth is slowing? or that they have run out of ideas? Given that Steve Jobs has made statements alluding to potential purchases as a justification for having all that cash on hand, what companies make the most sense for Apple to buy?

  • Report this Comment On December 21, 2010, at 11:59 AM, TMFUltraLong wrote:

    jowsom,

    I know where you're going with this, but no, you will not gain a material advantage from shorting in the gap between the ex-date and the record date.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:02 PM, TMFUltraLong wrote:

    dandles2020,

    Mad Catz is approaching a valuation that makes me feel it is valued appropriately. I've been pounding the table on Mad Catz for months but haven't mentioned it too much lately. It still should benefit from a solid Christmas quarter and could come out of this season smelling like a rose with a trailing P/e around 7. I'm going to be curious to see it's results, that's for sure.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:04 PM, TMFUltraLong wrote:

    robcrum,

    I actually haven't had any discussions on cloud computing in my blogs so I'm going to assume you mean based on what the Fool has discussed. I'll defer this question to my Fool tech junkies and see if we can't get their input.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:12 PM, robcrum wrote:

    Thank you, and Id love to get their thoughts on Intel as well:)

  • Report this Comment On December 21, 2010, at 12:14 PM, TMFUltraLong wrote:

    GeoffersonSpin,

    Matthews International has a business model that will essentially always be needed and thats a positive. This appears to be another company that simply got ahead of itself in 2007, especially given that it grows around 5% normally. If you're in this for the long-haul I think the business model makes a lot of sense.

    A. Schulman I'm a little less confident in given the cyclical nature of their business. It definitely looks like a company to buy into once a decade and sell on the way up. If you've owned this for 15 years you might actually be down on your investment which is really depressing. I admit, at 10.5 times 2011 earnings and with a PEG ratio of 0.95 it looks tempting, but the roughly $25 mark has been a strong resistance level for years.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:18 PM, chomp20x wrote:

    I recently subscribed to The Motley Fool Options newsletter service and I'm enjoying all of the useful, substantial information so far, much less the trade recs.! Most interactive service so far!

  • Report this Comment On December 21, 2010, at 12:19 PM, TMFRhino wrote:

    Hey robcrum,

    VMW and EMC are somewhat of a linked play - EMC owns 80% of VMware and its virutalization technology is a key enabler in the continuing growth of centralized storage (the trend which benefits EMC).

    Cloud computing can include many different companies. You could look to application software and be interested in a company like salesforce, hosted solutions and look into Rackspace, or a networking play like F5 networks.

    However, I believe you're asking about a specific report we have on the site. In that case, it's referring to Akamai as the third stock. The company resides in a space known as "Content Delivery Networks" that have large groupings of servers located across the US. By using these content delivery networks, companies can maximize bandwidth, which is a huge advantage when delivering video and other forms of media whose use is exploding across the web.

    As more video is transmitted over IP, our team at Rule Breakers believes Akamai will be a long term winner. Here's a write up from Tim Beyer's on the stock. It's a year old, but the basic idea holds.

    http://www.fool.com/investing/high-growth/2009/12/17/best-te...

    Best,

    Eric Bleeker

  • Report this Comment On December 21, 2010, at 12:19 PM, TMFUltraLong wrote:

    jackhart,

    I've never been a huge fan of the restaurant sector, the consumers are far too fickle for my tastes.

    I took a look at Tim Horton's and it's beginning to look somewhat pricey. THI tends to be a company that grows in the 7%-9% range but it's trading at 16 times 2011 earnings for a PEG nearing 2. It's up almost 40% over the last year and is trading at 5.9 times book value. True, restaurant figures show consumers are spending again, but Tim Horton's is already looking pretty fat from a valuation perspective.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:27 PM, Paul14208 wrote:

    Any thoughts or current news on China Digital TV (STV)?

  • Report this Comment On December 21, 2010, at 12:28 PM, TMFUltraLong wrote:

    Paul14208,

    There's not any news I can find on China Digital TV, so more than likely the Friday move was a technical profit taking event.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:29 PM, robcrum wrote:

    Eric,

    Thank you, Akami came up in my research, but didnt look close enough. What do you think of the stock EMC, and Intel for that matter.

  • Report this Comment On December 21, 2010, at 12:31 PM, TMFUltraLong wrote:

    streeter123,

    I usually want to understand what a company does, who its competitors are, why it's better or worse than its competitors...and then the usual. Revenue growth, earnings estimates, net cash/debt, margins, price to book, price to sales, historical revenue growth past 3-5 years... you know, same old, same old... =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:33 PM, TMFUltraLong wrote:

    Option1307,

    My Lions getting to 4 wins is by far more shocking because i KNEW going into this season that the NFC West was going to stink it up.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:35 PM, TMFUltraLong wrote:

    GiftOfNewLife,

    And Happy Holidays to you too!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:37 PM, TMFUltraLong wrote:

    streeter123,

    I spend 95% of my investing time between Motley Fool & Yahoo Finance.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:37 PM, dstwhit wrote:

    Both Best Buy (BBY) and Skechers (skx) have taken big dives in the past week or so and sport very low P/Es based on their own history and their industry. Is this a good time to jump in and pick up shares being oversold, or is there a real fundamental reason for their declines?

  • Report this Comment On December 21, 2010, at 12:37 PM, Dun1301 wrote:

    Happy Holidays everyone!

  • Report this Comment On December 21, 2010, at 12:38 PM, MegaEurope wrote:

    Ultralong,

    I first bought shares of CYD in the $8s and more in the $14s. Now it is above $30. Based on the fundamentals I still want to hold, but the speed of the move - encouraged by IBD momentum investors - is a little intimidating.

    What's your approach to profit taking in a soaring stock? Maybe I should think about using a trailing stop to sell 1/4 of my position or investigate options as a partial hedge?

  • Report this Comment On December 21, 2010, at 12:40 PM, TMFUltraLong wrote:

    jackhart,

    I feel the growth opportunity in female condoms dwarfs the revenue growth potential of male condoms -- then again Church & Dwight is solidly profitable and not worth overlooking.

    Female Health, as I mentioned above, definitely needs to prove it can be successful with its second generation product line. It does however have a higher dividend yield and the greater projected growth rate.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:46 PM, TMFUltraLong wrote:

    TMFRhino,

    There is no question in my mind that the executives of Alliance Fiber Optic are sitting in their offices throwing darts at the JDSU corporate logo. They are far and away the better company. I got so sick and tired of JDS Uniphase lowering guidance that I finally stopped following them in 2005. Better yet, AFOP is basically debt-free...so yeah I still think I prefer them by just a teeny- weeny bit. =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:49 PM, TMFUltraLong wrote:

    jackhart,

    Unfortunately guessing the future price of a stock would be construed as me giving out personal financial advice, so I really can't divy out specific figures.

    What I will say is this... Sirius Satellite is my least favorite company in the world and Citigroup diluted shareholders under billions of shares, so I'm not exactly keen on either of them.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:53 PM, Pennyperson wrote:

    Why do you answer some of these questions and not others, only curious?

  • Report this Comment On December 21, 2010, at 12:54 PM, TMFRhino wrote:

    Robcrum,

    You're just in luck, I just did a write up on EMC :).

    http://www.fool.com/investing/high-growth/2010/12/14/our-top...

    If the "Top Tech Stock for 2011" headline doesn't give it away, I think its a solid stock selection. While many of these cloud computing companies trade for nosebleed levels (IE- P/E's in the hundreds), EMC has a stake in VMware that the market gives it little credit for, and also has solid fundamentals and a great storage end market that should really propel it forward in the coming years. The VMW stake is a kicker that puts it over the top.

    Regarding Intel, there's a pretty interesting debate around the company. It pays a great dividend and trades at very attractive multiples, but everyone's afraid of the great smartphone/tablet threat.

    In the short term, I don't think it'll crush Intel too badly. Tablets will mainly cannabilize Atom processors, which never came with great revenues or margins to begin with. Their servers division should continue growing well in line with a business technology spending rebound.

    However, my greater unease around the stock is a degradation of their competitive moat long term. If the cozy "Wintel" relationship is shattered, Intel takes it on the chin worse. In that scenario ARM processors move upstream into laptops and there's little differentiation from Intel aside from number-crunching ability. However, consumers have shown they care less about the horsepower in a computer and increasingly care about power consumption and associated factors.

    People will still largely want Windows on their laptop, but they won't care as much if there's "Intel Inside." Even if Intel wins the battle, their pricing and competitive positioning could be badly harmed.

    PC's aren't going away, but they are shifting to lower powered laptops. Don't sleep on ARM. Their value proposition in laptops grows, and there's a powerful group of companies (Qualcomm, Apple, Texas Instruments, NVIDIA, Samnsung) back its architecture through significant investment.

    Best,

    Eric Bleeker

  • Report this Comment On December 21, 2010, at 12:55 PM, TMFUltraLong wrote:

    jackhart,

    Yes, I've definitely voiced support for Cabot Microelectronics in the past on my Ask a Blunt Man blogs.

    One thing to consider is whether or not the earnings bump has been factored into the stock price, and given the run from $30 to $40 over the last few months I'd certainly say yes. In fact, Cabot has a history in recent years of going nearly parabolic to the upside. Usually these provide good selling opportunities for traders.

    Remember in the end that integrated circuit companies are VERY cyclical in nature and usually make poor long-term holds. I'd probably wait for a pullback here before considering Cabot for more upside.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 12:59 PM, TMFUltraLong wrote:

    jackhart,

    You're welcome... this is going to be a looooooong day!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:01 PM, Domeyrock wrote:

    SKX - Sketchers set up a sales display at my gym yesterday. An act of desperation for the company or proactive product marketing? Hmmm...

  • Report this Comment On December 21, 2010, at 1:02 PM, DoctorLewis4 wrote:

    What are your thoughts about broad based index funds in the coming five years? (both domestic and foreign) I manage my portfolio closely and I'm leaning towards switching from the index funds towards a few large caps with consistent dividends.

  • Report this Comment On December 21, 2010, at 1:03 PM, snootloop wrote:

    Happy Holidays,

    As a fellow long suffering Lions fan, if the Lions make the playoffs I highly suggest checking whether or not the seas are boiling. But teh win last Sunday was Super Bowl-ish for fans like us!

    Possibly against my better fiscal judgment I keep eyeing Artificial Life (ALIF). However, the company's management seems solid, they are expanding from Apple into Android and Windows 7, many of their games and apps are popular and revenues are growing.

    Any thoughts about this company?

  • Report this Comment On December 21, 2010, at 1:04 PM, Domeyrock wrote:

    Index funds??? (yawning uncontrollably)

  • Report this Comment On December 21, 2010, at 1:05 PM, TMFUltraLong wrote:

    MegaEurope,

    I've been following M&F Worldwide mainly because of TMFBabo. He probably hates me for it because I think I listed it as my 28th or 29th favorite of the 30 buys he listed for our "fund experiment" on Wall Street survivor.

    We've been seeing Chinese stocks that look too good to be true collapsing and thats somewhat an analogy of what I see from M&F. There's just something here that I don't like. Only 4.5 times 2011 earnings and yes I do see the strong cash flow, but they're also heavily indebted. My gut feeling here is to stay away.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:09 PM, TMFUltraLong wrote:

    NOTVuffett,

    Carl Icahn makes me want to bang my head against the wall about as much as Rep. Barney Frank does. In the last few years he does nothing more than disrupt management. I think Chesapeake is a solid company, but I'm concerned he might turn this into a side-show act. If Icahn takes a back seat and let's management do its own thing (which is practically impossible for him to do), I think CHK will do fine.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:09 PM, chintucool wrote:

    Ultralong,

    Any good oil companies which trade below $30 you like?

  • Report this Comment On December 21, 2010, at 1:10 PM, robcrum wrote:

    Thank you Eric, you just made my day:) Have a happy holidays.

  • Report this Comment On December 21, 2010, at 1:10 PM, rancidx3 wrote:

    What are your thoughts on home builders in general as an investment? Which one do you like the most?

  • Report this Comment On December 21, 2010, at 1:11 PM, naandrews wrote:

    Any thoughts about Biglari Holdings (BH)?

    This is, essentially, a publicly traded hedge fund. The CEO, a Buffett wanna-be and activist shareholder named Sardar Biglari, completely turned around a struggling Steak 'N Shake, and turned it into a subsidiary company of BH, which is now a holding company.

  • Report this Comment On December 21, 2010, at 1:11 PM, Domeyrock wrote:

    Yeah Carl Ichan tried to screw up Lions Gate too! What's his deal?? I been selling TTWO into strength lately because I dont want to mess with what he touches.

  • Report this Comment On December 21, 2010, at 1:12 PM, TMFUltraLong wrote:

    skyshark29,

    I really don't want to be anywhere near residential or commercial real estate through 2013. There are simply too many resets occuring for me to want to gamble my hard-earned money in that arena.

    With that being said, I have zero interest in being within 100 feet of Grubb & Ellis and would take last week's pop as nothing more than a short-term move.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:19 PM, TMFUltraLong wrote:

    cellularesque,

    There's a herd mentality in the market anytime you say the phrase "special dividend."

    OptionsXpress has plenty of cash on hand so I don't think this harms them one bit -- in fact it's a nice way to reward shareholders. Too bad their growth rates aren't nearly as nice. I'm just not feeling the love with a 5% long-term growth rate. Most of the value in this company is tied up in its cash. Also notice earnings per share figures are trending lower. Not something I would want to buy into to be honest.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:21 PM, TMFRhino wrote:

    robcrum,

    Happy holidays to you as well. If you have any tech questions, feel free to fire away.

    Best,

    Eric Bleeker

  • Report this Comment On December 21, 2010, at 1:23 PM, Domeyrock wrote:

    STV China Digital TV just issued their hughe dividend, that's why some shareholds are doing like the song says "woah... take your money and run" correct? Still an awesome long term play?

  • Report this Comment On December 21, 2010, at 1:24 PM, TMFUltraLong wrote:

    MethodologyTest,

    After this amazing run I can't say that I'd be a bull on the Howard Hughes Corporation. $35 to $55 in a month is just staggering!

    I also have to admit that I'm not a fan of REIT's which on average are a low-end income option in today's market. Simon Properties continues to be the only one in that group that has shown consistent growth and good value.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:29 PM, TMFUltraLong wrote:

    griderX,

    Yeah, I think you've hit the nail on the head. AIG will continue to dilute shareholders to death and even if AIG does somehow pay back their $180 billion in loans, I'm not a buyer. I already have enough trouble trying to find an insurer I like and companies like AIG make it even tougher.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:33 PM, TMFUltraLong wrote:

    Davea0511,

    Thats where MolyCorp comes in! MolyCorp is re-opening a mine that will be able to rival Chinese earth metals, but admittedly it will be a while before it gets anywhere near the levels China is producing.

    I feel most of the pricing pressure on metals is speculation with little actual shortage behind those numbers.

    I don't have a specific name for instance, but I am a huge fan of palladium, vanadium and molybdenum as metals.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:41 PM, TMFUltraLong wrote:

    typeoh,

    Unfortunately buy or sell questions are not ones I can answer because it would be construed as me giving you financial advice but I can muster an opinion on EnerNoc for you.

    To answer your question on that, I am not worried at all by its customer concentration, it's actually the 18% short float that scares the bejeezus out of me. EnerNoc has a lot of cash in the books but with a 5-year PEG of 2.4 it leaves a lot to be desired beyond that.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:49 PM, TMFUltraLong wrote:

    Pennyperson,

    I agree that you'd be wise to wait until after the share offering, but I'd also be peeved if I were a shareholder that after years of doing nothing, management killed any hope of a rally by adding 20% to the total amount of shares outstanding. Management has not been looking out for shareholders over the years and that could come back to bite them.

    Admittedly the valuation here is starting to get attractive. Profitable smaller-cap oil and gas plays have always had a soft spot with me, but I'm happy waiting for them to settle down after their offering.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:54 PM, 1daveinva wrote:

    Fools,

    What do you think about Krispy Kreme Donuts (KKD) ? Besides the fact that their donuts are the best ever.....growth/price?

  • Report this Comment On December 21, 2010, at 1:55 PM, TMFUltraLong wrote:

    investwisely42,

    Agree completely that Local.com has a solid underlying balance sheet and looks poised for decent growth. It has a chance at double digit revenue growth straight through 2012. The only concern here is the 21% short float which just as well might be adding to the recent run-up as shorts are forced to cover.

    Local.com "could" go it alone and not be purchased, but it's such a small company, I can see where it would make sense for them to be gobbled up by a larger competitor. Either way, there looks to be value here, even after the recent run-up.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 1:56 PM, redsoxfaninva wrote:

    Fools,

    I have been doing some research on long term energy plays and Lithium has come up multiple times. What are your thoughts on this industry? Is this a real opportunity? What is the real potential for this industry and its long term growth?

    What companies, funds or ETF's are you following and what are the keys to look at before buying into this industry?

  • Report this Comment On December 21, 2010, at 2:00 PM, davaidesign wrote:

    What are your thoughts on coal in the next 3-5 years, and where would ARLP rank in terms of taking advantage of it?

  • Report this Comment On December 21, 2010, at 2:01 PM, TMFUltraLong wrote:

    JoeinPlano,

    My only advice would be that trying to time the market is practically impossible to do, so limiting yourself to a new investment each week will probably turn out poorly. I would also be very leery of throwing $200k into the market all at once. You're better off edging it at various times and pushing that out at least between a few different companies at minimum.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:03 PM, TMFUltraLong wrote:

    CCLEGG,

    Glad to be back...

    Blunt man say oil is a commodity that has a tendency to trend higher and I wouldn't bet against that trend.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:04 PM, davaidesign wrote:

    Any reason why Noble (NE) has been stuck in neutral for the last few months while RIG and ESV have been rising, and would that mean a buying opportunity is staring us in the face?

  • Report this Comment On December 21, 2010, at 2:05 PM, TMFUltraLong wrote:

    TMFKlesta,

    I'd either buy a basket ETF that contained a basket of companies you were familiar with, or I'd buy into a larger, less volatile name that you were familiar with. Either way, the key here is to buy things that you know and you understand.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:05 PM, Pennyperson wrote:

    SNV

    A list just came out of the best under $5 stocks for 2011 by the folks at street. It was already in caps pick. Of course being right down my penny lane, where do you see this one heading by the end of next year?

    SNV or FBC

    And yes, I like sniffing out small oil and gas plays too like- DBLE

  • Report this Comment On December 21, 2010, at 2:07 PM, Pennyperson wrote:

    Aready in (my) caps list - opps.

  • Report this Comment On December 21, 2010, at 2:11 PM, TMFUltraLong wrote:

    investwisely42,

    Although I am bullish on Goldman Sachs for the long-term and realize that indeed M&A activity is heating up, I'm looking for banks to have a pretty hard time of it in 2011. I could see GS having a nice month or two to start the year, but banks will be dealing with round two of the mortgage mess (Alt-A resets) which should begin impacting the bottom line early next year. GS is relatively protected but being a "bank" now, they could be in for a rough year if just in sympathy with the other large banks.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:13 PM, davaidesign wrote:

    Do you believe the job market is going to improve in 2011-2012, and would this be a good time then to jump on a company like Paychex or ADP?

  • Report this Comment On December 21, 2010, at 2:13 PM, TMFUltraLong wrote:

    Pennyperson,

    Don't hate me for not answering this one, but I was thinking it would be more appropriate if one of my articles was my top 3 picks for 2011. Either that or I'm going to just post it as a blog on CAPS. So I'll just make you wait somewhere in the 1-2 week range before you get an answer on that. =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:15 PM, davaidesign wrote:

    High end retail seems to be hot in Asia right now, but how do you think a company like JOEZ will fare stateside in the coming years, and do you agree with their strategy to go B&M?

  • Report this Comment On December 21, 2010, at 2:16 PM, TMFUltraLong wrote:

    dorimiles,

    We discussed STV in this thread already. If you hit Ctrl + F on your keyboard and type that ticker symbol or company name in, you should be able to find it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:18 PM, investwisely42 wrote:

    What are your thoughts about Deckers? Their sales for Uggs which is the main revenue stream for them seems to be in alignment with the rest of the strong retail sector this holiday season. Do you think this stock is a buy at the current levels or has it reached its full valuation or is it getting close to it? The P/E and margins look pretty impressive....

  • Report this Comment On December 21, 2010, at 2:21 PM, davaidesign wrote:

    A lot of volatility in GFRE lately. Any thoughts on whether it is worth holding onto or time to exit? How do you even begin to analyze supply/demand of bromine going forward?

  • Report this Comment On December 21, 2010, at 2:22 PM, TMFUltraLong wrote:

    streeter123,

    As I explained in my Ask a Blunt Man - Charity Edition blog, when my mom was diagnosed with cancer in December 2009 I sold everything and pooled my money to assist in her medical costs. After her passing in August this year I just simply haven't re-invested the money. I'm looking though and have a few companies on my wish list. Normally I hold between 3-12 companies in my portfolio if that gives you a better idea of how I invest.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:25 PM, TMFUltraLong wrote:

    hiddenflem,

    I highly doubt Apple is going to be dishing out dividends anytime soon, but then again they are at the forefront of innovation, so they may just do it to spite me.

    I think what makes the most sense for Apple is potentially buying their component makers. If they can internalize their costs they can add to their margins. iPhone and iPad component makers would have to be on that list I'd suspect.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:25 PM, griderX wrote:

    Thanks....follow up question.

    EBIX: EBIX Inc.

    I was really happy to see the Fool have an interview with Robin Raina...hope we can see a follow up in the future (2011) hint, hint ;)

    Just wondering if you've done and DD on this company and what do you think of their future prospects? I know their current marginal tax rate is a little low right now and their EPS may be seeing some benefit of this over the next year. However, I think their Insurance Excahange is a wide moat that will be highly profitable for them in the future.

    Happy Holidays,

    GriderX

  • Report this Comment On December 21, 2010, at 2:27 PM, DaveGruska wrote:

    I am sorry to hear that.

  • Report this Comment On December 21, 2010, at 2:27 PM, Kingbearbull wrote:

    Given the expected growth for smarthphones and tablets, who do you believe will be best positioned to benefit from it in the semiconductor sector? and how long should we expect this growth / demand to continue?

    Happy holydays!

  • Report this Comment On December 21, 2010, at 2:27 PM, Pennyperson wrote:

    Pennyperson,

    Don't hate me for not answering this one, but I was thinking it would be more appropriate if one of my articles was my top 3 picks for 2011

    Can you paste the links - been looking for them =)

    BTW - thanks for ACET last year

  • Report this Comment On December 21, 2010, at 2:30 PM, TMFUltraLong wrote:

    robcrum,

    Though I like the chip makers, I'm not going to pound the drum on Intel (but I'd definitely beat AMD away with a stick). Intel has been "historically cheap" for about a decade now and I'm sort of getting tired of hearing that phrase. More than anything I feel you'll see it growing by acquisition over the next 2-3 years. With $18 billion in net cash, it has a lot of room to make a sizeable purchase.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:31 PM, bradjmj2 wrote:

    Merry Christmas,

    This year, I bought my 11 year old daughter the book Motley Fool Investment Guide for Teens. I made her a promise that if she finished the book, then I would open a custodial brokerage account for her. She blazed throught the book in under a week and I occasionally heard a giggle upstairs while whe was reading(a foolish girl in the making :) ). We went to a local branch and opened the account soon after she finished the book. I would like the Fool staff to consider opening a new premium advice service for teens. I believe this type of service and education will help the next generation to more fiscally responsible, independent, happier, and also provide another avenue of opportunity for family bonding.

    Cheers, Brad

  • Report this Comment On December 21, 2010, at 2:32 PM, TMFUltraLong wrote:

    chomp20x,

    I will pass that along to the Options guys, they will be glad to hear it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:35 PM, TMFUltraLong wrote:

    paul14208,

    I've been simply going down the line of questions as they are received. I was writing your response and noticed you got the same question in again about 1 minute before I posted the response. So if you scroll up you'll see that answer.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:41 PM, TMFBrich wrote:

    bradjmj2,

    That's a great story -- kudos to you and your daughter! I've forwarded your note along to our product team.

    Foolish best,

    Brian Richards (TMFBRich)

  • Report this Comment On December 21, 2010, at 2:42 PM, VirtualToro wrote:

    I've noticed that a lot of Chineese ADRs have pulled back or flatlined last month. I've heard investors are redirecting some of their investment dollars. Do you think this is a short/medium/long term phenomenon or perhaps it depends on the stock??? I can see that folks don't trust China Marine Food but they did get BDO as an auditor and another Chinesse stock that perplexes me is Yonge. I think this is one of the most undervalued stocks on the planet! Thoughts?

    PS Merry Christmas/Happy Holidays to all

  • Report this Comment On December 21, 2010, at 2:47 PM, TMFUltraLong wrote:

    dstwhit,

    With Best Buy you have to remember that with Circuit City out of the way it basically monopolizes the electronic arena. Unfortunately that wasn't enough this year. It completely forgot about taking care of its internet based shopper and has been suffering because of it. Long-term it remains a good play and should be back on top in no time.

    Skechers on the other hand is going in the opposite direction. The reason it looks so "cheap" and will remain cheap is because they don't know how to control their inventory. Nike does and thats why it has all the earnings momentum in the world behind it right now. As long as inventory issues remain (and trust me, thats OFTEN with Skechers), its profits will continue to dwindle. We've already seen earnings per share estimates shaved by a third in less than 90 days for 2011.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:47 PM, VirtualToro wrote:

    STV (China Digital TV) Re: an earlier comment on this board. After one nets out the $2 per share dividend, the stock is still up 7% as I write this note. So I'm not sure that folks are taking their money and running. But then again maybe I didn't understand your comment. Regards, VT

  • Report this Comment On December 21, 2010, at 2:49 PM, TMFUltraLong wrote:

    Dun1301,

    And Happy Holidays to you too. Thanks for the 10-cent donation.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:52 PM, jzapata wrote:

    Dear Mr. Fool,

    This is my two cents (or maybe a little more) of help from Brazil to your charity campaing. By the way a quick question: are you guys buying Microsoft? It is more and more looking like a value stock (something that I thought would be a joke some years ago...), altough the CEO selling on the north of US$1 billion on the last few months is not encouraging....

    Congratulations again on your money raising effort!

    Take care,

    Jorge.

  • Report this Comment On December 21, 2010, at 2:53 PM, TMFUltraLong wrote:

    MegaEurope,

    I like the idea of using options as a partial hedge in this case, especially when a stock begins to go parabolic. China Yuchai does look ripe for a profit taking fall, but the numbers also justify this move. Lots of support around $22 so pat yourself on the back, you've made a good profit.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 2:56 PM, TMFUltraLong wrote:

    Pennyperson,

    I'm answering the question in the order in which they were received, so occasionally that could mean 2 hours before I get to it.

    For the other questions I'm not answering, it's either because I have no clue what the company is or does, because I'm not allowed to give out personalized investment advice, or it relates strictly to one of the service newslettes provided by the Motley Fool upon which its best if the advisor who heads that newsletter answers the question.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:00 PM, TMFUltraLong wrote:

    Domeyrock,

    Skechers and K-Swiss have had plenty of trouble controlling inventory over the last couple of years. They'll do anything to sell it off and apparently it shows -- lol

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:05 PM, TMFUltraLong wrote:

    DoctorLewis4,

    I am not a huge fan of index funds and would rather own individual companies or even ETF's if I had the choice. The indexes have done next to nothing over the last decade and should remain relatively rangebound moving forward.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:07 PM, TMFUltraLong wrote:

    snootloop,

    As I commented on my Ask a Blunt Man Charity Edition blog, that is currently the number one company on my watch list. As my profile states I am indeed 100% cash but this might be the first company on my buy list.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:09 PM, Kaonashi wrote:

    What's your view on natural gas / oil holdings companies such as Cross Timbers Royalty Trust (CRT) and Permian Basin Royalty Trust (PBT) and their high dividend yields?

  • Report this Comment On December 21, 2010, at 3:09 PM, TMFUltraLong wrote:

    Domeyrock,

    Well index funds to have a place in the marketplace, and thats mainly so options traders have a benchmark to bet for or against. Outside of this, ETFs or large caps will generally provide better yields and greater long-term returns.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:11 PM, Pennyperson wrote:

    Pennyperson,

    I'm answering the question in the order in which they were received, so occasionally that could mean 2 hours before I get to it.

    For the other questions I'm not answering, it's either because I have no clue what the company is or does, because I'm not allowed to give out personalized investment advice, or it relates strictly to one of the service newslettes provided by the Motley Fool upon which its best if the advisor who heads that newsletter answers the question.

    I knew that on the 1st part above - you answerd my question with the 2nd part, so thanks.

  • Report this Comment On December 21, 2010, at 3:16 PM, TMFUltraLong wrote:

    chintucool,

    I do like ATP Oil & Gas but I'd be more than willing to wait for it to sell off before taking a position, especially after they pushed profitability back to 2012.

    Atwood Oceanics, TransOcean, Diamond Offshore and Noble Energy are a few others I like but they are all over $30 (based on your price criteria).

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:20 PM, TMFUltraLong wrote:

    rancidx3,

    Homebuilders, mortgages, housing et al... I'm avoiding like the plague. I am not even remotely bullish on the housing market until at least 2013 given the amount of poor loans that should still be sitting out there in the form of Alt-A loans.

    If you twisted my arm and forced me to choose a homebuilder, one key metric I would need is a lot of cash on hand because I expect continued losses for up to 2 more years, possibly longer.

    The winner there would be MDC Holdings which has close to $8 in net cash and they've made some smart land purchases over the last few years. The rest of the sector I snub my nose at for the most part.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:29 PM, TMFUltraLong wrote:

    naandrews,

    I remember the old Steak n Shake -- well that explains what happened to it, a name change.

    It has really turned things around because things looked bad for a while. Really strong cash flow, and customer traffic up while competitors traffic has seen a marked drop-off, not to mention the $40+ in cash per share. I'd like to wait for a pullback but this seems like a company moving in the right direction.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:36 PM, TMFUltraLong wrote:

    Domeyrock,

    Carl Icahn buys into companies in order to plant a few of his "buddies" on the board of directors and guide the company in the direction he feels it should go rather than letting management handle things themselves. I've never been a fan of his business practices and I too avoid his investments.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:37 PM, investwisely42 wrote:

    What do you think is a better play, F5 Networks, Riverbed Technology or EMC in the Tech arena? I know F5 networks is not an established company like the other two but its had quite a run the last few months. For 2011, what seems to be the best play of these 3?

  • Report this Comment On December 21, 2010, at 3:37 PM, 1daveinva wrote:

    Here's another foolish 10 cents!

  • Report this Comment On December 21, 2010, at 3:40 PM, TMFUltraLong wrote:

    Domeyrock,

    I don't know if I'd call any Chinese play thats under a $3 billion dollar market cap a long-term play at the moment. There have been way too many "whoopsies" in the accounting department of these smaller-cap companies for my liking. I'm not saying STV in any way has those issues, it's just not something I'm goo-goo over. I think all of these issues need time to settle down and there are plenty of other long-term ideas worth exploring than most Chinese small caps. I like them for trades, not for long-term holds.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:46 PM, TMFUltraLong wrote:

    1daveinva,

    It took me a long time to come around to Krispy Kreme again after the 2001/2002 debacle. I was short KKD back in those days and I lost quite a handsome amount of money as Krispy Kreme mania was taking off.

    As for the doughnuts, they are my favorite hands down. Nothing against Top Pot out here in Seattle, but I prefer a kreme-filled doughnut any day of the week!

    The problem is Krispy Kreme makes for a great doughnut but a really poor investment. It over-expanded beyond its means and now are left heavily debt-riddled. It's just not a company I'd want to put my money into...other than to buy doughnuts if I haven't made that clear.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:49 PM, antomore5 wrote:

    hi there, what is going on with abat? does it remain a good stock to hold on to? Merry Cristmas and a Happy New Year.

  • Report this Comment On December 21, 2010, at 3:54 PM, TMFUltraLong wrote:

    redsoxfaninva,

    I'm sorry, I don't answer anything for Red Sox fans =)

    Lithium is the 2010/2011 play just like ethanol was the 2005/2006. Lithium isn't exactly a profitable play yet, but most people are angling it toward EV production. I of course have to go find the smallest players and be excited about their future, like Valence Technology and Advanced Battery Technologies.

    A123 is not one I particularly care for all that much, but it's another player in the field.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 3:56 PM, collinA123 wrote:

    What do you think about Liquid Metal Technologies (LQMT)? Apple bought the full rights to their patents earlier this year and after a huge market overreaction has retracted back to around .50 cents. Think this could be a winner if Apple starts using their metal for their gadets?

  • Report this Comment On December 21, 2010, at 3:58 PM, TMFUltraLong wrote:

    davaidesign,

    I really like coal if you didn't notice from my most recent blog about Arch Coal. I think it makes a logical energy play for the majority of this decade. It's going to take a long time to get clean energy plays off the ground. Until then, coal is king.

    Alliance Resource Partners is part of the UltraRetirement, set it and forget it, portfolio. It boasts one of the most steadily growing dividends I've ever seen. They are solidly profitable and boast strong cash flow. Long story short, they are the icing on your coal cake.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:05 PM, TMFUltraLong wrote:

    davaidesign,

    I definitely think value exists in Noble but we need to keep in mind that relative to most of the players in this sector it's only down about 12% from the range it was in before the drilling moratorium.

    Also of concern is how quickly earnings per share estimates are falling. Noble has seen about 25% of its expected profits disappear over the last three months and could be a disturbing trend. I for one still see value here, but its in no way some great value relative to RIG or Ensco. I still prefer plenty of other names to Noble, but do remain bullish on it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:05 PM, mattsmithsd wrote:

    What would you consider to be your most favorite penny stocks?

  • Report this Comment On December 21, 2010, at 4:12 PM, naandrews wrote:

    I have another, non-stock question:

    What is it like to work at the Motley Fool? What do you like best about it? Least? What is the work environment like?

  • Report this Comment On December 21, 2010, at 4:13 PM, TMFUltraLong wrote:

    Pennyperson,

    I seriously have no clue what TheStreet was smoking on that particular article, but Synovus is a really bad company. It doesn't really have a shot at turning a profit for at least two more years based on weakness in the housing and commercial real estate markets and its loan portfolio is a disaster.

    Flagstar Bancorp is even worse!!!

    Neither of these should be anywhere near you or your children....

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:16 PM, Milwaukeygbird wrote:

    Chipotle CMG has been on a huge run and finally experiencing a pullback similar to salesforce and Netflix. Which of this do you believe could continue to go higher?

  • Report this Comment On December 21, 2010, at 4:19 PM, TMFUltraLong wrote:

    davaidesign,

    I'm not looking for any drastic improvement in the job market. Currently we're holding in the upper 9% range for unemployment and I would be utterly thrilled if we dropped to 9.2%-9.4% in the next twelve months.

    With that being said, I'm not overly bullish on Paychex or Automatic Data Processing. Both have had very good runs of late and at 20 and 17.5 times 2011 earnings respectively, I think they are getting kind of rich.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:20 PM, TMFNato wrote:

    naandrews: I've worked for the Fool for five, almost six years now, and it's the most staggeringly functional place I've ever been lucky enough to work. There's practically zero infighting or office politics; nearly everyone's on the same team, with a great sense of humor, fairness, and priorities. We're encouraged to crack jokes, be irreverent, and enjoy what we do. And man alive, is this ever a fun place to work. There have, on certain occasions during my tenure, been both ice cream AND puppy dogs in the office on the same day. Literally. I'm not a hardcore finance guy, but I love this place and the Fools I work with.

  • Report this Comment On December 21, 2010, at 4:21 PM, auntjanerea wrote:

    Hello! I'm a newbie here...so hope you don't mind I am crashing the party!!!!

    Any thoughts on Metabolix MBLX or any other favored natural plastics??

    Thanks!

  • Report this Comment On December 21, 2010, at 4:24 PM, TMFUltraLong wrote:

    davaidesign,

    Joes Jeans is doing a good job in following in True Religion's footsteps. I do feel JOEZ can establish brick-and-mortar locations and succeed because in retail everything revolves around inventory. Thus far JOEZ has managed their product exceptionally well. I'm anxious to see how it will perform with its new locations, but so far everything points to its success.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:25 PM, XMFHRFool wrote:

    naandrews: My massage was cancelled today because our massage therapist needed to take her cat to the vet, so I had to settle for the super deluxe massage chair. So, I'm not a very happy camper today ;-)

    Just kidding....

    We're playing board games after work together tomorrow night (and perhaps finishing off the beer that we brewed together at a local brewery for our Holiday party) so that should lift my spirits!

  • Report this Comment On December 21, 2010, at 4:28 PM, TMFKara wrote:

    @Naandrews:

    I've been at the Fool a little over five years, and to answer your question, what's it like to work here?Great fun, really smart people. It's everything it was cracked up to be and more. Yesterday I arrived at work with a daunting to do list, but I was energized through the day by my good humored coworkers, helped myself to the free healthy snacks, and ended the day with our onsite yoga class.

  • Report this Comment On December 21, 2010, at 4:29 PM, TMFUltraLong wrote:

    investwisely42,

    For years now I've been calling for a top to the Uggs craze which is still nothing more than a fad to me. And for years now I've been wrong every year. So why stop a good streak?

    I think Uggs are peaking...I just don't see how Deckers is going to squeeze any more value out of this fad. The stock has gone nearly exponential, almost doubling over the last quarter. It is priced for perfection and if it doesn't deliver, it'll get creamed.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:36 PM, TMFUltraLong wrote:

    davaidesign,

    I'm going to answer your question in reverse. Bromine is commonly used in pesticides, as a disinfectant, as a fire retardant, and in water purification compounds. Mainly look at this from an agricultural or purification perspective might help us determine demand.

    As a trade Gulf Resources looks solid, but again we're in that $100 million to $500 million Chinese small cap range. Many of these companies sport low P/e and high cash values which if true represent a solid buy. So far we've had no "screw-ups" in the chemical sector so I'm going to give this a very cautious thumbs up.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:45 PM, TMFUltraLong wrote:

    griderX,

    I know Ebix well as it currently sits in the buys only UltraOlympus portfolio. Although EBIX doesn't fit the bill of application software (it's Business software), it does fit the bill of software companies with a high return on equity (33%) and low forward P/e's (16). Ebix is a good company and my dog who's sitting next to me gives it two barks up.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 4:48 PM, davaidesign wrote:

    Is there anything to worry about when it comes to CHL and it purchasing a $6B stake in Shanghai Pudong Development Bank? My theory is that smartphones will ramp up faster in China than they did stateside simply because many people will get smart phone as their first phone, so CHL seems like a good way to play that trend, but these suspect transactions are holding me back. Thoughts on CHL and its potential as well as pitfalls?

  • Report this Comment On December 21, 2010, at 4:50 PM, davaidesign wrote:

    And to follow up on my question on CHL, would TSP similarly be the best way to play the expanding smart phone adoption in Brazil?

  • Report this Comment On December 21, 2010, at 4:51 PM, soycapital wrote:

    ultra, can you comment on FRFHF for an entry spot at these levels? I'm not a trader, would by and hold at least that the plan. A good place for some cash, safe, decent divi?

    Wish everyone a good Holiday!

  • Report this Comment On December 21, 2010, at 4:56 PM, TMFUltraLong wrote:

    streeter123,

    Thanks, yeah...cancer is an unforgiving beast. Root on those biotechs!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 5:05 PM, sergeant0844 wrote:

    What is your opinion on BYD. It sounds like their CEO is on the ball, their prices for their electric cars will be considerably lower than others and they pretty much have the market cornered in the battery department in China AND Buffett has backed it! Nonetheless, it has tanked horribly. Is now a good time to get in (in my case unfortunately ADD to) to BYD or is there something that I'm missing???

  • Report this Comment On December 21, 2010, at 5:06 PM, TMFBomb wrote:

    Hey all,

    This is Anand Chokkavelu (TMFBomb) giving UltraLong a little one-hour break. I can't quite match UltraLong's amazing mastery but I'll do my best not to be Vance and Coy to his Bo and Luke.

    Fool on,

    Anand

  • Report this Comment On December 21, 2010, at 5:08 PM, TMFBomb wrote:

    @Kingbearbull,

    Our tech guru, Eric Bleeker recommended Cirrus Logic recently.

    http://www.fool.com/investing/general/2010/11/24/hate-to-say...

    -Anand

  • Report this Comment On December 21, 2010, at 5:15 PM, TMFBomb wrote:

    @bradjmj2,

    Duly noted on the younger audience front.

    In the meantime, perhaps she'd be down with our Twitter feed:

    http://twitter.com/themotleyfool

    -Anand

    PS And, if you're curious, mine's http://twitter.com/anandchokkavelu

  • Report this Comment On December 21, 2010, at 5:17 PM, Pennyperson wrote:

    NEP

    Heading north? or a stay away.

    How'd you know I had children? Looking into that crystal ball agian. :=)

  • Report this Comment On December 21, 2010, at 5:19 PM, TMFBomb wrote:

    @VirtualToro,

    Re: China. Here are some thoughts from Global Gains co-advisor Tim Hanson:

    His top Chinese consumer play:

    http://www.fool.com/investing/international/2010/12/02/our-t...

    And an older piece answering the question: "Can You Trust Chinese Companies?"

    http://www.fool.com/investing/international/2010/07/01/can-y...

    -Anand

  • Report this Comment On December 21, 2010, at 5:20 PM, Pennyperson wrote:

    KOG

    Still room to run? 10 more cents = HA

  • Report this Comment On December 21, 2010, at 5:25 PM, TMFBomb wrote:

    jzapata,

    Hello to Brazil!

    Re: Microsoft, it really is a good company trading at a good price. Tons of cash, a growing dividend, and premier franchises that are likely surviving longer than the market thinks.

    -Anand (I own shares of MSFT)

  • Report this Comment On December 21, 2010, at 5:27 PM, goper1010 wrote:

    Options! Great way to limit your cash out lay,

    help! they seem completed, simple-fly, yes been reading watching other programs, any one gives hands on or over the shoulder advice.

  • Report this Comment On December 21, 2010, at 5:32 PM, TMFBomb wrote:

    @ Kaonashi,

    I haven't looked into CRT or PBT specifically. I'll leave that to UltraLong when he's back later.

    I'll tide you over with this article from Dan Caplinger on BP Prudhoe Bay:

    http://www.fool.com/investing/dividends-income/2010/12/03/is...

    -Anand

  • Report this Comment On December 21, 2010, at 5:34 PM, TMFRhino wrote:

    Kingbearbull,

    TMFUltraLong actually had his own article on the subject as well. I'm sure he'd point you here:

    http://www.fool.com/investing/general/2010/10/07/forget-appl...

    Aside from Apple, handset makers might face difficulty succeeding from the trend. The reason for that is companies relying on Android are largely undifferentiated (kind of like PC manufacturers all selling Windows PCs).

    For that reason, focused chip makers can offer pretty attractive plays. Best of all, unlike cloud computing plays, they're not all trading at 100+ P/E multiples.

    -Eric

  • Report this Comment On December 21, 2010, at 5:34 PM, Pennyperson wrote:

    What's your take on JST?

  • Report this Comment On December 21, 2010, at 5:37 PM, TMFBomb wrote:

    @ investwisely42,

    On basic valuation metrics, I'd go with EMC, whose interests include a huge stake in VMWare. Further, my tech buddy Eric Bleeker rec'd it just a week ago in "Our Top 5 Tech Stocks for 2011" series.

    http://www.fool.com/investing/high-growth/2010/12/14/our-top...

    -Anand

  • Report this Comment On December 21, 2010, at 5:38 PM, TMFBomb wrote:

    @1daveinva,

    Thanks!

    -1AnandinVA

  • Report this Comment On December 21, 2010, at 5:39 PM, TMFBomb wrote:

    @antomore5

    Travis Hoium doesn't think so.

    http://www.fool.com/investing/general/2010/12/06/battery-mak...

    -Anand

  • Report this Comment On December 21, 2010, at 5:42 PM, TMFBomb wrote:

    @collinA123,

    We usually comment on small over-the-counter stocks.

    -Anand

  • Report this Comment On December 21, 2010, at 5:44 PM, Zarkle wrote:

    Hi Fools,

    Just want to say "thank you" for super website (though some changes would be good - print button etc).

    Especially love David's weekly podcasts. Super stuff. Keep it up in 11.

    Ciao

    Zarkle

  • Report this Comment On December 21, 2010, at 5:45 PM, TMFBomb wrote:

    @mattsmithsd

    Guess I should have lumped these. I usually don't delve into penny stock territory.

    The under $200 million market cap area where I do see loads of promise is the banking sector. Because of federal regulation and a pretty standard business model (the good ones aren't reinventing the wheel), I'm more willing to delve into smaller cap banks.

    -Anand

  • Report this Comment On December 21, 2010, at 5:49 PM, TMFBomb wrote:

    @naandrews,

    A few Fools have already commented on what it's like to work at the Fool, but I'll add my two cents...or ten cents as it were.

    It's great. After working from everywhere from public accounting to a start-up to a Fortune 500 company, the thing I like best about the Fool isn't the pizza days, the flexible vacations, or the colorful offices...it's the respect everyone gives each other. That's rarer than you'd think.

    What I like least? Matt Trogdon's poor bocce skills.

    -Anand

  • Report this Comment On December 21, 2010, at 5:51 PM, investerer wrote:

    I read Whitney Tilson's and Reed Hasting's opposing articles on Netflix and both presented a pretty good argument. Time will tell whether the company's valuation will hold up.

  • Report this Comment On December 21, 2010, at 5:52 PM, TMFBomb wrote:

    @Milwaukeygbird,

    Oh man, you're killing me! I sold Chipotle a three bagger ago.

    I really don't get Netflix's valuation. On business prospects alone, I go Chipotle. Not necessarily saying it's a buy at today's prices (I'm waiting...praying...crying for...a pullback), but sooo much better than Netflix.

    Begin the hate mail...now.

    For more, I actually recently identified 6 richly-valued companies I'd buy over Netlfix (one of them was Chipotle).

    http://www.fool.com/investing/general/2010/12/11/6-stocks-to...

    -Anand

  • Report this Comment On December 21, 2010, at 5:56 PM, joaquingrech wrote:

    I'm going to put 2 opposite stocks together, what's your view on AIG and BRK?

    I'm surprised about AIG ran up. I mean, a $100+ billion "loan" that seemed impossible to be repaid at their income... and they are able to do so in less than 2 years? doesn't seem to make sense. see it still going up and repaying it all in the near future?

    BRK on the other hand, i love it because it's mr buffett, but what's the growth prospect? it's tanked for a while now, what's your view in the next few years?

  • Report this Comment On December 21, 2010, at 5:58 PM, TMFBomb wrote:

    @auntjanerea,

    Welcome! Unfortunately, I haven't looked into this company. Our CAPS community only rates it two stars out of five, though.

    Here's one CAPS All-Star (rknapton) who isn't impressed:

    http://caps.fool.com/Blogs/who-wouldnt-want-to-own-mblx/4109...

    You can see all the community's thoughts on its CAPS page:

    http://caps.fool.com/Ticker/MBLX.aspx

    -Anand

  • Report this Comment On December 21, 2010, at 6:03 PM, TMFBomb wrote:

    @davaidesign,

    Matt Koppenheffer wrote about this transaction back in March. In his opinion, it's not a plus.

    http://www.fool.com/investing/international/2010/03/11/a-sca...

    -Anand

  • Report this Comment On December 21, 2010, at 6:07 PM, rancidx3 wrote:

    What is your current thoughts on Visa??

  • Report this Comment On December 21, 2010, at 6:09 PM, TMFBomb wrote:

    @soycapital,

    I could think of worse things than buying into an excellent capital allocator for just under book value.

    -Anand

  • Report this Comment On December 21, 2010, at 6:19 PM, Milwaukeygbird wrote:

    One more question,

    Joy Global? Overvalued or will it keep going higher.

  • Report this Comment On December 21, 2010, at 6:25 PM, Pennyperson wrote:

    I own PDS and think's it's a good long term hold. However, it appears fully valued at the current price, but, I can't seem to push the button to sell. What's your outlook for the company?

    BTW - you've had a tuff year with family loss. I'm sorry sir - you hang in there.

  • Report this Comment On December 21, 2010, at 6:26 PM, clayjackson wrote:

    What are your current thoughts on solar in general, and STP (SunTech Power) specifically? I made a bunch in 2008 when it ran from 35-80; and bought back in around 10.

  • Report this Comment On December 21, 2010, at 6:27 PM, TMFBomb wrote:

    Alright folks, keep those questions coming. I'm leaving off for UltraLong, who can start with sergeant0844's question on BYD.

    But I see some questions on financials -- my wheelhouse, so I'll sign off Cramer-style with quick hit thoughts on Berkshire, AIG, and Visa (for joaquingrech and rancidx3):

    Berkshire - I'm an owner of the stock. I'm holding at current prices.

    AIG - Unlike UltraLong, I'm tempted to get into AIG. It's a black box, though. I explain more here:

    http://www.fool.com/investing/general/2010/12/13/the-most-sh...

    Visa - I'm getting intrigued by the credit card companies as the uncertainty over debit card interchange fees rocks the sector. Visa and Mastercard are moving off my watchlist to my "starting to get really tempting...do some more research fast" list.

    Enjoy the rest of the UltraLong chat...moving from answerer to specatator...

    Fool on!

    Anand

  • Report this Comment On December 21, 2010, at 6:27 PM, TMFBiologyFool wrote:

    Buy, Sell, or Hold: ChiaPet Obama?

    www.chiaobama.com/

  • Report this Comment On December 21, 2010, at 6:28 PM, TMFRhino wrote:

    davaidesign,

    Regarding TSP, they seem to be fairly fixed-line focused. I'm not pretending to be the expert on the Brazilian telecom market, but it seems like there would have to be better pure plays if you're looking for smartphone/wireless adoption.

    -Eric

  • Report this Comment On December 21, 2010, at 6:33 PM, buyhold2 wrote:

    what two industries do you think will do good in the near term?

    I like the water industry as alot of water pipes will have to be updated for the next five years starting with this year. More importantly with the EPA's budget doubling this year enforcement will lead to more concent decrees.

    Also, many of 3yr land leases are up that were negotiated for natural gas. This will lead to natural gas prices raising as the supply will dwindle over the coming year.

    So in closing I like Water and Natural gas for the next year.

    I would like to know what other people think are the two industries will do good in 2011 and why

  • Report this Comment On December 21, 2010, at 6:36 PM, joaquingrech wrote:

    What are your thoughts on the current market run-up?

    We flipped from almost end-of-the-world sentiment to '2011-will-rock' in a matter of weeks.

    Do you believe this run is sustainable? Do you feel the market it's fairly valued?

  • Report this Comment On December 21, 2010, at 6:38 PM, TMFUltraLong wrote:

    naandrew,

    Working for the Fool? Well, its just like a typical job... when I'm insolent I'm placed into a burlap sack and beaten. If caught speaking when not spoken to I am placed into a corner and forbidden to speak for 2 weeks.... ;-p

    Actually I'm a contributing member from Seattle.. i don't work at HQ but I'm loving it so far =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 6:49 PM, TMFUltraLong wrote:

    Seargant0844,

    Apparently the big theme of this chat is EV's and lithiu/rechargable batteries. I do feel there is a strong growth potential for BYDDF and they look well positioned to corner the Chinese market. Profitability is the key and they look solidly profitable. I don't know if they'll run higher though as long as other EV producers remain in the dumps. This sector loves to move in unison. From a financial standpoint though I feel you have a winner.

    Fool on!

    TMFUltralong (with a chicken wing in one hand and the laptop in the other)

  • Report this Comment On December 21, 2010, at 6:52 PM, Pennyperson wrote:

    I have to ask? Who came up with the 24hr thing - You or the crew or both?

    Hope you had alot of sleep because it's

  • Report this Comment On December 21, 2010, at 6:54 PM, Pennyperson wrote:

    Sleepless in Seattle tonight my man. " had to donate again" sorry.

  • Report this Comment On December 21, 2010, at 7:08 PM, TMFUltraLong wrote:

    Pennyperson,

    I am very reluctant to venture into China NorthEast Petroleum, even after they restated results. Fool me once shame on me....fool me twice.... you get the point. There are plenty of ways you can play oil and this shouldn't be one of them.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:12 PM, TMFUltraLong wrote:

    Pennyperson,

    I'd have to say no way Jose on Kodiak Oil & Gas. I'm absolutely puzzled as to how it even got that high in the first place other than through sheer luck and daytraders. I mean we all love a good small cap, but a PEG of 4.5 and a price to sales near 40 is just atrocious. No thanks, pass the lima beans please.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:17 PM, TMFUltraLong wrote:

    Goper1010,

    I was once there and know what it's like to have no clue about options. I admittedly read a book or two to get a true feel for the lil' buggers. Motley Fool does have an options newsletter and you may be able to gain the knowledge you're looking for there.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:18 PM, DirtyTomRackham wrote:

    Graham Corporation - do you like the acquisition of Energy Steel & Supply and does it look like a long term out-performer?

  • Report this Comment On December 21, 2010, at 7:22 PM, buyhold2 wrote:

    joaquingrech,

    To answer your question I think the market is overvalued and as a result it will be a stock pickers market. Which is why I ask what industries are undervalued in 2011 (or near term). So I am looking for the market as a whole to pull back in Q1 but the undervalued industries to go up.

    For example: The S&P 500 falls 5% but food prices (commodities) are going up and as such LNN a small company that sells water irrigation should do well.

    Again, what industries are you looking at in 2011 to move up. Personally I do not like tech as it had its run up and the ride is over. However, I do think we are at the top of the business cycle and inflation is creeping its way back into the market and I expect food prices to do nothing but go up.

    What two industries are the people on this forum looking at and more importantly...why

  • Report this Comment On December 21, 2010, at 7:25 PM, TMFUltraLong wrote:

    Kaonashi,

    I'll swing in here on CRT and PBT... I'm not a huge fan of either but if my arm were twisted I like Cross Timbers better. The stock has suffered fewer though still sizable swings and their dividend bounces around much less than Permian Basin's dividend. Obviously they make solid income plays that have been paying out dividends for 18 & 22 years respectively, but that's just not my cup of tea I guess.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:25 PM, Charbroil121 wrote:

    What's your opinion on Universal Insurance Holdings (UVE)? On the one hand, the company has extremely high margins and is trading at a discount to its cash on hand. On the other hand, a significant part of its recent earnings increase was a result of changes in how the company values its investment portfolio (in that the company reclassified its available-for-sale portfolio as a trading portfolio). Also, the CEO is selling about half of his holding in the company, which adds up to about 20% of the entire company. For that matter, many company officers are also selling the company's stock, which hardly bodes well for the company. Finally, the company seems to have discontinued its year-end dividend after several years of paying one regularly.

    A more detailed (bullish) analysis of the company can be found here: http://seekingalpha.com/article/242157-a-tremendous-value-un...

  • Report this Comment On December 21, 2010, at 7:28 PM, DirtyTomRackham wrote:

    Intuitive Surgical is about 30% off of it's high from April. Is that just a matter of the stock getting a little too far ahead of itself earlier in the year and correcting to the current level, or a sign of problems? Is the health care bill a net positive, negative or a neutral event over the long term, or is that too hard to tell?

  • Report this Comment On December 21, 2010, at 7:29 PM, joaquingrech wrote:

    @buyhold2 i agree with all you said but you surprised me with the logic in your LNN pick. Food prices going up should not increase food consumption or water irrigation usage. Why should it go up?

    What about gold then? it's usually a play for inflation but it had a major run-up in anticipation i believe.

    As for the industries, I look for food, beverages and tobacco. I'm also bullish in gas & oil and I'm debating about mining stocks, in theory an improvement in economic activity will push it up and also add inflation into prices.

  • Report this Comment On December 21, 2010, at 7:31 PM, TMFUltraLong wrote:

    Pennyperson,

    Jinpan International is another one of those smaller Chinese plays that is going to have a hard time as long as those earnings estimates keep falling. Jinpan is in a field I like... anything having to do with energy generation in China seems like an automatic buy on paper, but from a technical and earnings perspective it likely has more downside coming.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:34 PM, TMFUltraLong wrote:

    Zarkie,

    Thanks for the kind words, that's what we like to hear. We will do our best to continue to make you happy in 2011.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:43 PM, TMFUltraLong wrote:

    investerer,

    I have been pretty vocal in the past about my loathing for Netflix. I thought it was absolutely overvalued at $100 and I've been dead wrong so far. I think it's now twice as overvalued as it was before! =)

    Netflix makes sense to me at $75 or so, not to put a specific value on it. I just can't justify these ridiculous multiples especially given that they cannot maintain a 40% growth rate. Their next three years should be marked by growth in the 10% range at maximum I'm thinking.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:44 PM, alecshaw wrote:

    how do you feel about Joes jeans (joez). I bought in around 1.70 and was hoping you could give me a long term forcast on this stock.

  • Report this Comment On December 21, 2010, at 7:46 PM, DavidBernhard wrote:

    My wife and I have recently received a sizeable inheritance (by our standards) of $50K. In our commitment to Foolishness, our only debt is our home mortgage at 4.99%.

    We are examining alternatives for investing the money, that would be near 0-risk and would provide more than the 1% we get from INGDirect. Is there somewhere safe to put money that we will likely use toward another home down payment in 2-4 years other than CD's and low-interest savings accounts?

    Thanks for your thoughts, and my years of Fool.com reading are at the backbone of our solid current financial (before the inheritance) state of affairs!

  • Report this Comment On December 21, 2010, at 7:46 PM, TMFUltraLong wrote:

    joaquingrech,

    We actually discussed AIG in this thread already. If you were to use the CTRL + F function you should be able to find that material.

    Berkshire Hathaway is just that perennial performer. It's well diversified and run by a man thats highly revered for his investing prowess. I'm not actively pounding down the door to own it, but I don't exactly see any reasons to bet against it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 7:53 PM, Pennyperson wrote:

    Fooling onward and another dime

    DBLE is one of the recent 7 day bullish pick changes in caps and I like this hidden gem. I have it my caps list and added it before TMFBABOOOOO =) but, when he picked it of course the cows followed. ;)

    Since I like chasing small/micro cap oil and gas plays; it appears DBLE management has finally set the stage to move this jewel to back to northern territory. I do agree with BOO that NG has lagged and the commodity is overdue for a correction northward which would give DBLE a gentle nudge in the arras.

    So, please explain your views on DBLE.

  • Report this Comment On December 21, 2010, at 7:54 PM, rd80 wrote:

    @DirtyTomRackham

    If you'd like an opinion from the peanut gallery, I'm a GHM shareholder and like the acquisition.

    A little coverage of the deal and some of my thoughts here:

    http://caps.fool.com/Blogs/graham-goes-nuclear/490834

    another ten cents

    Fool on!

    Russ

  • Report this Comment On December 21, 2010, at 7:58 PM, TMFUltraLong wrote:

    Rancidx3,

    Visa is part of my UltraRetirement, set it and forget it, portfolio. I think very highly of Visa and Mastercard and I'm not all too worried about the recent rumblings that might cap their charge limits at something like 7 cents. In fact, all credit card issuers are on my thumbs up list aside from Discover Financial and I'm sort of ho-hum on Capital One.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:07 PM, TMFUltraLong wrote:

    Milwaukegbird,

    Wow... I haven't checked out Joy Global in a while but that sure has risen. I definitely like the coal and oil sectors and Joy Global makes the equipment which makes that possible. It is soldily profitable with a fairly valued PEG of 1.6 and around $218 million in net cash. It's not a great "value" here but if you're thinking longer-term I'd say this makes sense.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:11 PM, TMFDaddyO wrote:

    Hey Ultralong,

    Every time someone posts, I have to cough up $0.10!!!?

    TMF DaddyO

  • Report this Comment On December 21, 2010, at 8:11 PM, TMFUltraLong wrote:

    Pennyperson,

    What's that goofy phrase Jim Cramer always says? It's time to ring the register! It definitely is here. Precision Drilling is a company that I expect to show 3% to 5% long-term growth and this valuation just doesn't justify that. I think you play the ranges with this one and right now that range would signal a lightening of your position.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:18 PM, TMFUltraLong wrote:

    clayjackson,

    Solar has to be one of the most fickle and cyclical sectors out there. From a long-term perspective it absolultely makes sense, but depending on what the US, Germany or China are doing (i.e. how many solar orders they are have) can drastically spark or crush this sector.

    The valuation on Suntech Power makes sense to me. I've been looking at adding this on CAPS for some time now. Trading below book value, about 7-8 times 2011's earnings.. it makes sense. They've also paid their pennance for a possible slowdown in orders from Germany. My cat gives it 2 paws up!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:21 PM, TMFUltraLong wrote:

    TMFBiologyFool,

    I'm a seller of Chiaobama... I don't have the skills to faithfully execute in the taking care of a green organism. In other words... I kill all plants.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:23 PM, DirtyTomRackham wrote:

    Where's a good place to find PEGs?

  • Report this Comment On December 21, 2010, at 8:24 PM, TMFMmbop wrote:

    Happy to see FHCO got some love on this megachat.

    Tim

  • Report this Comment On December 21, 2010, at 8:30 PM, TMFUltraLong wrote:

    buyhold2,

    So if I could I would bust out the technicality card and claim Application Software and Business Software as my top 2 sectors. But let's just claim that both of those count as one sector. I've mentioned earlier than I really like how much cash on hand companies in this sector have and the return on equity is in the mid 20% range.

    For a second sector, I'd have to go with my old staple, refiners. Refiners are so brutally undervalued because they either have one-time costs or the crack spread has been brutalizing them. Historically we're on the low-end of the crack spread so I have to be thinking there's room to run here.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:33 PM, TMFUltraLong wrote:

    joaquingrech,

    Although I'm a long-term bull, I am a full-time skeptic, and I really dislike when the market just shoots up or down without a normal degree of correction. At the moment I do feel the market is ahead of itself. I've come to terms that the S&P is not going to re-test the 980 level, but I'm not convinced the S&P is fundamental worth anywhere near 1255. To answer your question I'll be looking for a moderate correction sometime in the next few months in the S&P 500.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:33 PM, buyhold2 wrote:

    joaquingrech,

    You are right I should have expanded on my logic.

    When food prices go up, farmers plant more seeds and buy more land. As a result, they look for efficent use of water. That is where irrigation will help as most Wall Street analyst will not pay attention as they are all looking at fertilizer and gold. This will lead to earning surprises on the up side which results in LNN going up as long as the financials are in order.

    Hope that helps explain my logic.

  • Report this Comment On December 21, 2010, at 8:36 PM, TMFUltraLong wrote:

    Pennyperson,

    You can thank Brian (TMFBRich) for coming up with the idea. I've always done the Ask A Blunt Man blog but had never considered doing a live chat before.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:38 PM, buyhold2 wrote:

    I should have stated analyst are looking at gold as an inflation hedge that results from food prices going up. Also when food prices go up most analyst look at seeds (SYT and MON) and Fertilizer (POT and MOS). almost all of them overlook the real basics such as water or irrigation

  • Report this Comment On December 21, 2010, at 8:40 PM, stugotz1 wrote:

    i have kost money this year in the market by getting in at the wrong times!! on certain stocks..

    with the recent market run up, what stocks do you reccomend for 2011 ??

    i like semi.. mu. issi etc... also like energy.. hrb.. coco school stocks look cheao to me..

    what do you reccomend and do you have any double or triple stocks in mind like ldk solar did this year??

    thanks guys, and have a happy new year

  • Report this Comment On December 21, 2010, at 8:42 PM, TMFUltraLong wrote:

    DirtyTomRackham,

    I see that Rd80 (Russ) already answered your question and since he owns it I will tend to defer to him. I did a quick glance over the deal and agree that with earnings becoming accretive in only one year this is a smart purchase. Graham isn't rampantly undervalued, but their purchase makes them a better company in my eyes.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:42 PM, NOTvuffett wrote:

    UL, I saw in an earlier portion of the thread you stated that you usually held relatively few stocks when you hold them. It seems to me like lots of new investors make the error of trying to buy too many stocks. Do you agree and do you want to flesh out that idea a bit?

  • Report this Comment On December 21, 2010, at 8:47 PM, TMFUltraLong wrote:

    charbroil121,

    Yeah this is a tough one because you have a ridiculously strong cash position with over $4 in cash flow per share and strongly profitable. You also have massive insider selling and a dividend that is likely to disappear. Top that off with most of their business coming from Florida (yeah I know...ugh!). This is a watch and wait stock... it looks cheap, but there's almost always a reason it is -- I'm happy watching and waiting.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:55 PM, TMFUltraLong wrote:

    DirtyTomRackham,

    I nearly pulled the trigger on Intuitive Surgical today in the UltraLong portfolio. It looks like it's ripe for a breakout to the upside. How the heck do you argue against 20% revenue growth and a forward P/e of 25 ( for a PEG of 1.2)? I would suspect that the healthcare bill will be relatively unimportant. What matters is that ISRG has a growing, aging population and that will likely mean a steadily growing double-digit revenue pile. I'd consider buying on this pullback.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 8:57 PM, TMFUltraLong wrote:

    Alecshaw,

    We mentioned Joes Jeans in this mega-thread already. If you use ctrl + f and type in Joes Jeans you should be able to locate that commentary.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:02 PM, MazonCreekRich wrote:

    Hi TMFUL,

    You are a new TMF name to me, but you appear to do really good stuff. You should strike up a conversation with Spinningwood on the Pro or Options boards -- it would be worth witnessing!

    Anyway, on a whim, I bought a lot of ARKR a while ago. It has gone up but still pays a dividend and I like the long-time main guy, who seems honorable and shareholder-friendly. And I like the hard-to-replicate restaurants they own.

    But I am the guy who sold NFLX at $30 and sold covered calls on LOTS of BIDU shares at $108, so I have learned to seek the input of smarter people -- probably you qualify. Do you have any thoughts about ARKR?

    Failing that, what do you think of the Steelers' chances this year?

    Rich

    BrokeInTheBurgh

  • Report this Comment On December 21, 2010, at 9:02 PM, mattsmithsd wrote:

    What are you thoughts on Medtronic (MDT). Do you think the company will be better off now that their CEO is resigning early or will this take a toll on the stock?

  • Report this Comment On December 21, 2010, at 9:05 PM, TMFUltraLong wrote:

    DavidBernhard,

    Although there is no such thing as a zero-risk investment, I would have to say that the idea of investing in corporate bonds could give you that 3% to 5% return that you're looking for. If you find a high credit quality energy, chemical or banking company you should be able to get this return with somewhat minimal risk outside of them calling the debt early.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:06 PM, jwinnik wrote:

    Hello,

    I've read a lot about diversification across all areas (large, mid, small, domestic, foreign, etc), but had one question in particular. I understand that everyone's risk/ investment goals are different, but in general is there a total percentage concentration that you feel is too high for any one market cap? For example, 50% in large cap stocks.

  • Report this Comment On December 21, 2010, at 9:12 PM, TMFUltraLong wrote:

    Pennyperson,

    Double Eagle Petroleum is based in the "North" as you said and thats one of my favorite areas for natty gas producers. Probably my only beef with DBLE is it's inability to predict costs. Their expenses always seem to be running highe than they anticipated and it's causing them to consistently miss earnings expectations. Natural gas is inexpensive relative to oil and with DBLE trading just below book I feel the stock makes sense here.

    On a side note, make sure you let TMFBabo know that he dogpiled on your back into that stock =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:15 PM, Steevo87 wrote:

    I have yet to read through all the comments, but will do so throughout the evening. This is a great learning tool.

    I'm really new to investing in the stock market and wanted your take on how a new investor should begin.

    With so many opinions out there, how does one truly value a stock as a smart investment? What meaningful statistics should one analyze?

    Another question to come... thanks for such a great learning experience and all for a good cause.

  • Report this Comment On December 21, 2010, at 9:15 PM, TMFBrich wrote:

    @TMFDaddyO,

    Yep!

    For those who don't know, TMFDaddyO is CFO of The Motley Fool. : )

    And here's a little bit about the charity we are raising money for:

    http://www.fool.com/foolanthropy/2010/11/29/about-thurgood-m...

    Fool on!

    Brian Richards

  • Report this Comment On December 21, 2010, at 9:15 PM, TMFUltraLong wrote:

    TMFDaddyO,

    Don't worry, we won't take it all out of your wallet. We'll leave you enough for a bologna sandwich and a cup of coffee. =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:15 PM, Pennyperson wrote:

    Last on the energy sector or my wife is going to hack my head off and my kids will pack up and head to gramps house for eggnog. "Yulk"

    DVR or HLX or no to both.

  • Report this Comment On December 21, 2010, at 9:18 PM, TMFUltraLong wrote:

    DirtyTomRackham,

    I admit to getting them off of Yahoo Finance's key statistics page. PEG Ratios are a good indicator of how "expensive" a company is relative to the sector they are in.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:21 PM, TMFUltraLong wrote:

    TMFMmbop,

    Yeah, always happy to talk about female condoms... I think....

    So far Female Health, China Digital TV and Joes Jeans seem to be the popular stocks of this thread.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:22 PM, yostcb wrote:

    Hello Fools,

    I have a brief question about JNJ. I am 24 years old and have been reading a lot about value investing (Intelligent Investor, Security Analysis) and though I've been investing in mutual funds since age 18 I have yet to buy an individual stock. I have about $1,200 to play with and I'm wondering if now is a good time to buy JNJ or if you think it will fall back to the mid-to-high fifties anytime soon. Or if you can think of a better, more undervalued "value" stock I should look at. Thanks a lot, I really enjoy your site.

  • Report this Comment On December 21, 2010, at 9:23 PM, rb525 wrote:

    Seagate (stx) is sitting around a TTM P/E of about 4.75. Do you think that this strikingly low valuation is deserved? It seems as though Solid State Drives and fears about netbooks gaining market share are the main factors keeping it down; are those fears rational or overblown? If the valuation is too low, what do you see as the potential upside? If they are too high, what do you see insofar as a downside risk? Also, do you think that the $2 Billion worth of announced share repurchase will have a major impact on the stock?

    Thanks for your time

    -Rb525

  • Report this Comment On December 21, 2010, at 9:23 PM, TMFUltraLong wrote:

    stugotz1,

    I recommend that you check back in a little over a week. By then we should have plenty of our top picks out for you to perouse through. Although I have particular plays I might like, I can't divy them out here... I'm simply not allowed to give out personal financial advice.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:27 PM, TMFUltraLong wrote:

    NOTvuffett,

    I think the problem lies with new investors not understanding what they're buying. They spread themselves thin because they read one issue of IBD which showed stock XYZ at a 100 rating and they buy it having no clue what they do. I much prefer to be concentrated in 3-12 companies that I know the patterns of inside and out. I'm not saying I don't follow other companies, but I am saying that you need to live, eat and breathe these companies you own if you're a semi-active trader like myself.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:30 PM, eyedoclou wrote:

    I'm new to TMF and receive the Stock Advisor and have joined the MDP. I'm not too familiar with chat rooms but have read some very good commentaries on yours. Overall though, it's a little confusing between receiving stock picks in print (Advisor) and online (MDP) and getting solicited for 10 other publications. And it's especially confusing when noting the return of The Advisor versus that of the MDF, although I understand the latter was started at a poor time. How does one coordinate the Advisor's recommendations with that of MDP 2011 and earlier MDP leads ???

  • Report this Comment On December 21, 2010, at 9:35 PM, TMFUltraLong wrote:

    BrokeInTheBurgh,

    Ark Restaurants has been so up and down that it's difficult to know what to make of it. Clearly based on where Ark is located it's almost totally dependent on the gambling industry and for the most part, that sector has been up and down inconsistently itself. Costs are steady which is a positive but they haven't had any real revenue growth in over four years. The 6%+ dividend here is the real draw because the stock hardly ever moves. I admit to not being overly excited about ARKR and would rather look elsewhere if you must over a restaurant.

    I've been with the Fool for about three months now but I posted under the moniker UltraLong on CAPS since March of 2009.

    The Steelers somehow scrap out victories every year in the playoffs, but everything depends on the health of Troy Polamalu. All I know is the Steelers will determine whether or not I win my fantasy football title this week!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:36 PM, JBKirtley wrote:

    Two questions for my Roth: 1. With 15 positions, which is a better strategy - add evenly to the positions over the course of the year or concentrate on only 1 or 2 stocks that appear to be really good buys? And 2. How do you when to stop buying a growth stock when it has made significant gains (like ATW, up 40% over the last few months)?

  • Report this Comment On December 21, 2010, at 9:41 PM, Chet2006 wrote:

    Hello! I am fairly new to trading and have started with a small fund through Scottrade (which I hear is the best for beginner traders). I only do stocks, and with the small amounts of shares I am dealing with, even $7 trades take a toll on my profits. So, I am looking into switching over to OptionsHouse for the $2.95 stock trades. The only issue is that I've heard it's not great for beginners. Do you have any suggestions?

    Thanks!

  • Report this Comment On December 21, 2010, at 9:44 PM, TMFUltraLong wrote:

    mattsmithsd,

    I actually think that Medtronic's CEO leaving provides a bit of uncertainty as to who will steer the ship and the market does not like uncertainty. On the flip side, Medtronic has been beaten down badly this year and is somewhat attractively priced. I'm more than comfortable waiting to see who they bring in to replace Bill Hawkins and will simply watch and wait until then.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:44 PM, RedandBlack wrote:

    I just wanted to add that I love the Fool services. For my next purchase RST or ENOC? I like the future of both companies and own small positions in both.

  • Report this Comment On December 21, 2010, at 9:46 PM, Milwaukeygbird wrote:

    What about FTR Frontier? Great dividend and continues to push higher but will it continue?

  • Report this Comment On December 21, 2010, at 9:47 PM, TMFUltraLong wrote:

    jwinnik,

    Really it all comes down to what sort of risk tolerance you're willing to take on an what investment level you're at. Obviously those who are in their 60's probably shouldn't be 100% in tech and a 20 year old shouldn't be putting their money in money market accounts. I don't have a set level that determines where a perfect investment ratio is; it all depends on the individual.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:50 PM, TMFUltraLong wrote:

    Steevo87,

    We've actually mentioned some of the tools in this thread that are important evaluators, but in the end everyone has their own set. I tend to prefer: revenue growth, earnings growth, price to earnings, price earnings to growth, net cash/debt, all aspects of margins, inventory levels if applicable, price to book, price to sales and return on equity. Like I said, every stock may be approached differently, but this is basically what I'm looking at.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:53 PM, stugotz143 wrote:

    tmfultralong,

    how do you think solar will perform this year?

    will companies like wfr, ldk, suffer from the pullback in january? or will these underperformers outperform this year? what sectors do you see as investing material for 2011 and why?

    thanks again,

    stuart

  • Report this Comment On December 21, 2010, at 9:53 PM, PuddinHead42 wrote:

    The Motley Fool Rules Breaker always brags about how they perform against the S&P 500, but this is patently unfair as their risk profile is much higher. It is much more like the Russell 2000 Growth or maybe S&P small cap. The Fool is all about transparency and honesty. Don't you think it would be more honest to also show performance vs Russell 2000 Growth?

  • Report this Comment On December 21, 2010, at 9:54 PM, TMFUltraLong wrote:

    Pennyperson,

    Can't say that I'm a fan of Cal Dive International and definitely not a fan of egg nog (double yuck!). Helix Energy Solutions however is one I played about 6 years ago, or somewhere in that range. They are probably going lower from a technical perspective, but look like a decent value if it were to dip further. They have decent cash flow and are trading below book... I'd choose HLX in a heartbeat of those two.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 9:54 PM, mattsmithsd wrote:

    Thanks for all the great responses! I always enjoy reading the articles posted to twitter every day...

    What is the best way to fully learn and understand the trends of individual stocks? What are the most important things to look for when researching a stock?

  • Report this Comment On December 21, 2010, at 9:58 PM, mattsmithsd wrote:

    You answered most of my question above...

    "We've actually mentioned some of the tools in this thread that are important evaluators, but in the end everyone has their own set. I tend to prefer: revenue growth, earnings growth, price to earnings, price earnings to growth, net cash/debt, all aspects of margins, inventory levels if applicable, price to book, price to sales and return on equity. Like I said, every stock may be approached differently, but this is basically what I'm looking at.

    Fool on!

    TMFUltraLong"

  • Report this Comment On December 21, 2010, at 9:59 PM, TMFUltraLong wrote:

    yostcb,

    If you're thinking for the longer-term I really wouldn't worry about a 10-15% blip here or there in Johnson and Johnson. My only concern with you at 24 is that if you are going to take any financial risks in your life, now is the time to do it. Though J&J is a very solid company, I'd hope that at some point down the road you take a shot at a growth company instead of solely income providers. I know not all will agree with this statement, but having been a financial advisor before this is what I'd have told my clients.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:06 PM, TMFUltraLong wrote:

    rb525,

    Seagate is in a downward spiral that I wouldn't go anywhere near. It may look cheap from a trailing basis, but remember that the market is a forward-looking machine. Right now we're looking at over 7 times 2011 earnings which may not seem like much, but if STX is suffering from slower demand and inventory issues things could get much uglier. I'm a real stickler for not liking data storage all too much and Seagate falls under that stigmata.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:06 PM, rd80 wrote:

    TMFUL,

    Ten cents for a great live chat.

    Good thing you're in Seattle 'cause I suspect you're going to need lots of coffee.

    Fool on!

    Russ

  • Report this Comment On December 21, 2010, at 10:08 PM, TMFUltraLong wrote:

    Eyedoclou,

    I'm going to have one of the Fool's answer that question for you. I'll see if I can summon them with my magic wand....or email... whichever is more effective.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:11 PM, TMFUltraLong wrote:

    JBKirtley,

    To answer the first question, I find it more effective to add to 1-4 stocks a year. Rarely do I find 15 companies that I feel deserve an equal amount of my money. Normally 1-4 stand out as rampantly undervalued or underappreciated. In the end it's your money and up to you but you know where I'd stand if it was my money.

    As for the second part of your question, I think everything depends on why you bought the company in the first place. Was it meant to be a trade or was it a long-term investment? Is the stock in a cyclical sector where selling makes sense or is it non-cyclical? Has anything fundamentally changed or did the stock hit a mental limit you had targeted for when you picked it up. I think if you ask yourself these questions you'll be able to answer that question yourself.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:13 PM, TMFUltraLong wrote:

    I'd also like to add the following....

    I've been informed that this article is now the most commented Motley Fool article in history. Way to go folks, you've tacked on $32 for charity so far, let's keep it going (with a 5-10 minute break every now and then so I can wrap my 12 or so Christmas gifts) =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:15 PM, TMFUltraLong wrote:

    Chet2006,

    One thing I know zippidy-doo-dah about is which brokerage house to trade with. I have been with Etrade for 12 years and have not strayed. I would solicit potential responses from the bees in the background here if they've had any experiences with OptionsHouse.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:15 PM, penningd wrote:

    I would like to know what you think of GNMA mutual fund investment. The interest rate is better than CD and MM. I am concerned about interest rate increases reducing the value of commercial bonds.

  • Report this Comment On December 21, 2010, at 10:20 PM, TMFUltraLong wrote:

    RedandBlack,

    Thanks for the kind words about the Fool. We'll do our best to keep you satisfied.

    As for EnerNoc, we actually commented about them earlier in this thread. If you were to use the ctrl + f option and enter in EnerNoc you should be able to uncover that commentary.

    Rosetta Stone is one of those companies I've just avoided because it's a product I just couldn't relate to. I mean I understand the product, don't get me wrong, I just see the concept of buying a language cd as somewhat goofy. The chance that a digital competitor could come in and blow them out of the water compounded with potential inventory issues has always led to me to stay away from RST. On the good side they have plenty of cash and a decent mid to high single digit long-term growth projection. In the end, I'm still not touching it because of the reasons mentioned above.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:21 PM, majomac wrote:

    Do you like VXX for its ability to balance risk? For example, if we get hit with a correction, I would make money on the VXX. A correction would give me better entry points for the stocks I really like, and more money to enter them. What do you think?

    John

  • Report this Comment On December 21, 2010, at 10:24 PM, TMFUltraLong wrote:

    Milwaukeygbird,

    I'm pretty familiar with Frontier Communications because they have been harassing me to death to switch over to their service after buying Verizon's operations in Washington state.

    I really can't see this run continuing much higher given how indebted the company is -- over $8 billion in long-term debt. Most analysts expect Frontier's revenue to contract over the coming years which means even less cash flow to help pay their burgeoning debt load. Yes the dividend yield is tempting, but you could still get 6% in the communications sector and get a considerably healthier company.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:27 PM, rd80 wrote:

    Chet2006,

    You might want to try posting your question on the Discount Brokers discussion board.

    http://boards.fool.com/discount-brokers-100146.aspx

    Fool on!

    Russ

  • Report this Comment On December 21, 2010, at 10:28 PM, TMFBrich wrote:

    @eyedoclou,

    First, welcome to the Fool!

    Re: getting solicited: You can control your email settings (and opt to get only emails related to your subscriptions) by going here: my.fool.com, and then "account settings" and "email & other communications."

    Re: Stock Advisor and MDP: The services are separate but somewhat related. MDP chooses stocks for its real-money portfolio from across the Fool's newsletter services (Stock Advisor, as well as Hidden Gems, Global Gains, Income Investor, Inside Value, and Rule Breakers). Stock Advisor is not a real-money service -- it's "ideas-based," recommending stocks David and Tom Gardner believe will beat the market.

    Here are the how-to guides for the services -- they might be useful:

    http://newsletters.fool.com/18/help/index.aspx

    http://newsletters.fool.com/30/help/index.aspx

    If you have any questions about your subscriptions, feel free to post on the discussion boards. Here's the MDP Help Desk: http://boards.fool.com/1128/mdp-help-desk-118676.aspx. And here's the SA help desk: http://boards.fool.com/1081/sa-help-desk-117242.aspx.

    Or you can always ask a question of our customer service team (membersupport@fool.com).

    Foolish best,

    Brian Richards

  • Report this Comment On December 21, 2010, at 10:29 PM, TMFUltraLong wrote:

    stugotz143,

    We've hit on some of this material already but I can go back into a bit of it. I mentioned my feelings on solar when I discussed Suntech Power earlier. Long story short, the sector is very fickle but I think it makes a lot of long-term sense.

    I also went into some of my favorite sectors throughout this thread, with those being application and business software as well as refiners. I also like white metal miners OUTSIDE of silver.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:31 PM, percoh wrote:

    SINA has had a nice run over the last few months. Is it poised to keep on rocking or is it getting too pricey?

  • Report this Comment On December 21, 2010, at 10:32 PM, TMFUltraLong wrote:

    PuddinHead42,

    I'm going to rub my magic 8 ball and see if I can't get a member of the Fool team to answer that question for you.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:33 PM, rd80 wrote:

    TMFUL,

    What are your thoughts on MLPs for those of us building for retirement income?

    If you do like 'em, any preference for producers, pipelines, or ??

  • Report this Comment On December 21, 2010, at 10:35 PM, TMFUltraLong wrote:

    mattsmithsd,

    Yeah I basically answered what I look for in a stock. For fundamental trends I want to see the growth items going higher and expenses declining or steadying. For physical or technical trends I suggest picking up a copy of Edwards & McGee's The Technical Analysis of Stock Trends with the oldest copyright you can find. Personally it's just an added tool that helps to determine a good entry and exit, but fundamental research makes up the meat and potatoes to investing. Technical analysis is like the gravy on my mashed potatoes.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:36 PM, TMFUltraLong wrote:

    rd80,

    I visit Starbucks every day of my life and order the same -- Tall drip in a grande cup, double-cupped every day. Today I ordered the Venti....

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:53 PM, TMFUltraLong wrote:

    penningd,

    Ginnie Mae funds do make sense because unlike Fannie and Freddie Mac, their loan pool is actually decent. You'll definitely get a better return than a CD or money market, but I admit its funds don't exactly excite me.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 10:53 PM, dialdown wrote:

    when initiating a covered call, is this a single trade with two legs or two trades: stock purchase and option sale...my option trading experience is limited to buying calls at this point...missed live option chat yesterday....grateful for any random guidance

  • Report this Comment On December 21, 2010, at 10:53 PM, Pennyperson wrote:

    Ok- my wife has allowed me one last question =).

    I think the Euro Zone is a great place to be if you're willing to take the risk w/ stocks. With that said - I totally disagree that the Euro will collapse unlike JakiaTheHun suggested (I "think" that's his take). Do you see mouth watering opportunities in the Eruo stock market because I DO !!

    I'll read your comment in the a.m - good luck with all the java in Seattle - you'll need it tonight =)

    Thanks for all you do and for all the reasons you do it for - YOU DA MAN - hope you don't get the jetters from all that caffeine =)

    Good night and good luck in the next chapter of your life - with the fool.

    So Fool On!!

  • Report this Comment On December 21, 2010, at 10:57 PM, TMFUltraLong wrote:

    majomac,

    Unfortunately the VXX is set up just like all of those daily re-balanced bias funds in that you won't get a positive return unless you time things perfectly. Because of the daily rebalancing your investment would lose money over time. You'd be much better offer buying a straight short index fund or puts as a hedge.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:03 PM, TMFUltraLong wrote:

    percoh,

    I like you am more than willing to wait on the sidelines for Sina to pull back. I have learned since day one to never ever bet against SINA. They always surprise to the upside when I least expect it. For now let's wait a few months and see if we can't re-evaluate this after a pullback (if it ever comes).

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:07 PM, TMFUltraLong wrote:

    rd80,

    I don't follow too many, and you can blame that on me being a long way from retirement, but I would say if you're looking for income producers I prefer pipelines. They appear a safer play that will give you as close to guaranteed results as possible.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:11 PM, TMFUltraLong wrote:

    dialdown,

    A covered call simply means you own shares of an underlying security long and you sell calls against that same security.

    A covered call is employed when you expect a relatively flat performance from a stock so you can earn money from the options premium and then hopefully have your long prove worthy after the option expires/is sold.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:13 PM, TMFUltraLong wrote:

    Pennyperson,

    No, I'm pretty much in the same camp that I won't touch very much over there. I see no value in the banking sector, that's for sure. Unemployment rates are very high and soverign debt levels just scare the bujeezus out of me. With practically every country passing austerity packages I'd have to think this is going to negative impact European companies. So with that, lump me in with Jakila... I'm not touching that with free money.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:18 PM, devoish wrote:

    TMFUltraLong,

    Great work on this. It has been fun reading through.

    How about CVCo in the home building sector you said you don't like, and do you think OPTT can find some room to grow in alternative energy?

  • Report this Comment On December 21, 2010, at 11:22 PM, bjasleep wrote:

    10 cents. Peace on Earth.

  • Report this Comment On December 21, 2010, at 11:26 PM, TMFUltraLong wrote:

    devoish,

    Cavico is more heavy construction that homebuilding. They build tunnels, bridges, roads etc. I still think they make a sneaky Vietnam play but they have GOT to figure out a way to control costs.

    The concept of power from ocean waves is somewhat goofy, but someone had to invent the technology. We're probably a few years off before this becomes a realistic player. You have some time to kill and Ocean Power has some cash to burn in the meantime, so might as well sit back, relax and let the waves roll...

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:27 PM, TMFUltraLong wrote:

    bjasleep,

    I'd take peace in my household....let's start small.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:29 PM, nodlepaw wrote:

    any opinions on small environmental/engineering companies EEI and STRN ?

    how about HEK ? (play on wastewater treatment/ continued frac drilling)

    $0.10

  • Report this Comment On December 21, 2010, at 11:35 PM, stormeywhether wrote:

    What a deal! Putting in my two cents worth becomes 10 cents ;-)

    Trying to decide between ISRG and SLT for my next purchase. Really like ISRG but don't care for this industry right now. SLT has the legal overhang regarding one of their mines which won't be decided until next month but it's in one of my current favorite industries. What do you see as the downside for SLT in the short term?

  • Report this Comment On December 21, 2010, at 11:38 PM, DCBr wrote:

    TMFUltraLong,

    If the austerity programs in Europe turn you off, what do you think the "TEA Party" fiscal conservatives will do to my cup and saucer over the next 4-5 years?

    Reaching for that '07 high and hate to let go.

    Cheers,

    David II

  • Report this Comment On December 21, 2010, at 11:39 PM, dialdown wrote:

    OK, i'm willing to pay good money for enlightenment (10 cents): if i want to write a covered call on XYZ but i don't own XYZ, can i buy 100 shares of XYZ AND write covered call on it as one single trade? or must i make share purchase as one trade then write call as second trade, thus paying second commission?

  • Report this Comment On December 21, 2010, at 11:40 PM, devoish wrote:

    I think I have discovered the secret to your success :)

    CVCO. Cavco. The Company is the producer of manufactured homes in Arizona, and a producer of park model homes and vacation cabins in the United States.

    Not CAVO.

  • Report this Comment On December 21, 2010, at 11:43 PM, Pennyperson wrote:

    Back again and heading to bed...It's not all about banks in the Euro Zone...it's stocks in general in the Euro. Or do you follow Euro stocks?

    What were the Euro's saying about us in 08 and 09?...when many stocks took at tail spend because of our own economic downfalls?

    Only a question!! - And hopes that are global Eco will survive. It's the "world" and we're (all) apart of it.......Gees - if we only figure that/they out before it's too late.

    Good night

  • Report this Comment On December 21, 2010, at 11:43 PM, sliderw wrote:

    For you to consider NFLX as fairly valued at $200 today, what kind of earnings growth does it need to have for the next 5 years?

  • Report this Comment On December 21, 2010, at 11:46 PM, sliderw wrote:

    Long rates rose after QE2 was announced. "Don't fight the Fed" debunked?

  • Report this Comment On December 21, 2010, at 11:48 PM, DCBr wrote:

    TMFUltraLong,

    Commenting on the earlier post regarding five buy and hold dividend payers. James Early and Income Investor lists Diageo, Pepsi, J&J, Waste Management and Southern Company as their "Buy Firsts." I own them. Your share today is invigorating as I have a different time horizon than you and am getting a different perspective.

    Thanks and Happy Holidays,

    David II

  • Report this Comment On December 21, 2010, at 11:50 PM, TMFBrich wrote:

    @PuddinHead42,

    It's a fair question, one that's come up over the years and one that there's been internal debate and conversation about.

    When the Fool began launching newsletters, we made the decision to benchmark every service against a single, standard bogey -- the S&P 500. With a single benchmark, every one of our services is bound to just one standard. There's no changing of the benchmark during periods of underperformance.

    It also keeps things simple. We needn't choose between the Wilshire 5000 or the S&P Total Market, or the S&P SmallCap 600 and the Russell 2000. If we said in our marketing that a service was "beating its benchmark" and then disclosed that the benchmark was narrowly defined (for the sake of this example, let's say the S&P MidCap 400 Growth), that comparison may not be widely understood. Everyone knows the proxy for "the market," the S&P 500, by comparison.

    Foolish best,

    Brian Richards

  • Report this Comment On December 21, 2010, at 11:51 PM, HarryCarysGhost wrote:

    UL, here's to peace in your household (hoisting a BUD)

    What about LODE.OB?

  • Report this Comment On December 21, 2010, at 11:51 PM, TMFUltraLong wrote:

    nodlepaw,

    Although I'm constantly calling enviornmentalist in my area tree hugging hippies, both of those companies look intriguing in their own way. I'd have to say if you twisted my arm, Sutron appears to be the better play -- plus I prefer water filtration as the better long-term play.

    As for Heckmann, we already have enough companies in China that get pounded for making money... Heckmann has missed badly twice in a row now and the prospect of them profiting bountifully is dwindling. Another one I'd avoid.

    Fool on!

    TMFUltraLong (pizza in hand)

  • Report this Comment On December 21, 2010, at 11:54 PM, TMFUltraLong wrote:

    stormeywhether,

    Appropriate name for where I'm at.

    I have already discussed Intuitive Surgical earlier in this thread and would hands down pick them if Sterlite is the other choice. I don't dislike Sterlite, but I have no reason to want to play with legal issues when ISRG looks ready to roll.

    To answer the second part of your question... maybe $13?

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:56 PM, TMFUltraLong wrote:

    DCBr,

    I am sooooooo not going there in the form of a political argument. My short and sweet response is the Tea party will not likely gain power so I wouldn't worry about things until they actually happen.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:57 PM, TMFUltraLong wrote:

    dialdown,

    Cough up that second commission....

    Fool on!

    TMFUltraLong

  • Report this Comment On December 21, 2010, at 11:59 PM, braswej wrote:

    What is your opinion on AEZS?

  • Report this Comment On December 22, 2010, at 12:00 AM, TMFUltraLong wrote:

    devoish,

    Yeah, remember I've been up since 5am and I normally wake up at least 3 hours later at minimum.

    Cavco has tons of cash on hand, about $10.69 per share, but thats really where everything comes grinding to a halt. Arizona is on pace for a record number of foreclosures this year. People are unemployed and housing prices are miserable in that state. Cavco doesn't have a shot of turning a profit for 3 years minimum is my guess.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:02 AM, TMFUltraLong wrote:

    Pennyperson,

    The problem is that it is about the banks. If the financial system konks out, everything else will. It nearly happened here two years ago and we may see a repeat of it again in 2011.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:03 AM, TMFUltraLong wrote:

    sliderw,

    I'd say at minimum a 5-year growth rate bordering on 35% to 40%. I have them somewhere around 10%. Subscriber growth will slow and digital competitors will eat into their margins. I just think its sadistically priced here.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:03 AM, TMFUltraLong wrote:

    sliderw,

    Behold the power of stupid people in large groups. =)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:06 AM, DCBr wrote:

    TMF UltraLong,

    Sorry to hit a nerve- not trying to add a political slant. To put it another way, if the concern about our deficits (include CA) leads to an austerity program of our own in the U.S. what say you?

  • Report this Comment On December 22, 2010, at 12:07 AM, TMFUltraLong wrote:

    HarryCarysGhost,

    Not familiar with Comstock Mining. I can see they just now started mining processes. They've produced loss after loss up until now and look ready to make the leap off a technical cliff. Guess I should have stopped with "not familar with Comstock" huh? :-)

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:08 AM, Dallas19 wrote:

    Any thoughts on UA? I really liked the company when it was in the $30's, but it seems like the price has run up a lot over the last 2 months.

    The S&P report keeps raising the target stock price, but I haven't really seen any accounting changes or improvement in their "moat".

  • Report this Comment On December 22, 2010, at 12:08 AM, TMFUltraLong wrote:

    braswej,

    Ok.... don't sound the trumpets or anything, but being a staunch hater of most biotechs, I actually think Aeterna-Zentaris makes for a good speculative play. They have quite a few products in the pipeline and that alone merits consideration. I.e. they aren't a one-trick wonder pony. Keep in mind they'll keep burning cash for a minimum 1-2 years to come, but they have potential.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:10 AM, TMFBrich wrote:

    Oh, and by the way, this article has smashed the previous record to become the most-commented Fool.com article ever. Big thanks to TMFUltraLong!

    -Brian Richards, Fool.com managing editor

  • Report this Comment On December 22, 2010, at 12:10 AM, TMFUltraLong wrote:

    DCBr,

    No nerve hit. I'm actually quite a-political. I just want to make sure this doesn't turn into a political discussion. If we have to declare an austerity package here, things are going to go from bad to worse very quickly. Frankly if anyone does, its California. So glad I don't live in that defunct state anymore.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:10 AM, FoolOdds wrote:

    I subscribe to a couple of MF's premium services and have been struggling with this question for some time:

    I've learned a lot and enjoy viewing the boards but I do spend a fair amount of time managing all those individual holdings. Likewise, the Fool typically recommends dollar cost averaging into a stock over time, so I also have to consider transaction costs.

    The Fool has helped me pick some good investments (NFLX) and some that didn't work out quite as well (AIB) for me. So, my question is this: why mess with individual stocks when it would be a lot easier to choose 3-4 mutual funds (starting with FOOLX, of course) and let the professionals take care of the management?

    Hang in there on the overnight shift!

  • Report this Comment On December 22, 2010, at 12:12 AM, TMFUltraLong wrote:

    Dallas19,

    I actually commented on UnderArmour ages ago... I think it was morning back then but it feels like ages ago. Feel free to use the ctrl + f function to find what you're looking for in this mega-thread.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:13 AM, nhuser wrote:

    I love TMF.

    Fool On.

  • Report this Comment On December 22, 2010, at 12:14 AM, TMFUltraLong wrote:

    BenLurkin,

    The newsletter advisor questions are best left for the advisors themselves. I'll see if I can't get them to say a word about this, but it might be tomorrow when they do.

    Me personally, I want to be in charge of my own future and control my investment costs, thats the main reason for the do-it-yourself investment apporach. There's nothing wrong with mutual funds, heck even I have one, but on the all I'd rather control my own destiny and understand why my money is going up or down rather than hearing it from a guy who doesn't even remember who I am.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:14 AM, Option1307 wrote:

    Are you the best thing for charity since sliced bread?

  • Report this Comment On December 22, 2010, at 12:15 AM, TMFUltraLong wrote:

    nhuser,

    Roll Tide.... I mean Fool on!

    Time to go wrap some Christmas gifts. Feel free to keep those questions coming.

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:15 AM, TMFUltraLong wrote:

    Option1307,

    No, but Betty Crocker got nothin' on me!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:16 AM, Option1307 wrote:

    Does your cat like CSCO or is it just another value trap? They seem relatively cheap after their latest smack down.

  • Report this Comment On December 22, 2010, at 12:18 AM, Option1307 wrote:

    "Time to go wrap some Christmas gifts."

    What?!? A break, rude!

    Jk. +0.10 for charity!

  • Report this Comment On December 22, 2010, at 12:20 AM, TMFUltraLong wrote:

    Option1307,

    It's a double-edged sword because when Cisco "hiccups," it's rarely for just one quarter. Then again, they are a cash flow machine, pumping out more than they know what to do with. If your time horizon is short I'm not a buyer. If it's longer-term I don't see how could resist these levels.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:20 AM, TMFUltraLong wrote:

    Option1307,

    The laptop is sitting on my kitchen table next to about 12 gifts... so are the Chips Ahoy cookies for that matter.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:21 AM, HarryCarysGhost wrote:

    Another question?

    Do you think I'm right in my call that sometime in 2012, Americas debt will be downgraded, most states will be insolvent. And we would be in the same position as the PIGS are now?

    Not that I'm going all chickenlittle on ya'.

    Just something I see as a danger going forward. And the Gubernment does'nt seem willing to take care of this.

  • Report this Comment On December 22, 2010, at 12:23 AM, sliderw wrote:

    @TMFUltraLong

    Either you're very charitable or you drew the short straw. :)

    No matter. Just want to say "thanks!"

  • Report this Comment On December 22, 2010, at 12:25 AM, TMFUltraLong wrote:

    HarryCarysGhost,

    The only state really in danger of default is California. I remember at one time they ranked as the 8th most likely entity to default, including other countries. They're going to need to do something otherwise by 2015 or so they'll literally be in a budget crisis that they won't be able to get themselves out of.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:27 AM, TMFUltraLong wrote:

    sliderw,

    No, I actually volunteered my services. I've done Blunt Man blogs before but admittedly never got through more than 180 posts or so in a day, so this does indeed shatter my personal record and the Fool.com record.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:27 AM, PeyDaFool wrote:

    TMFUltralong!

    Any thoughts on ACTC? I bought a little while back and it's up nearly 500% in the past month. I'm curious what your thoughts are.

  • Report this Comment On December 22, 2010, at 12:31 AM, TMFUltraLong wrote:

    PeyDaFool,

    Unfortunately there are even stocks that I can't comment on. You'll usually see me delve into over-the-counters at will, but biotech OTC's trading at 26 cents is where I draw the line. Plus, I know nothing about what they do.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:32 AM, Option1307 wrote:

    Is the "Tigerpack fund" (or whatever you guys called it) still up and running? Can we expect another update and/or live chat sometime in the near-ish future. That was a really interesting idea, I definitely would like to here an update if you/they are still running it.

  • Report this Comment On December 22, 2010, at 12:34 AM, PeyDaFool wrote:

    In that case, I high recommend you check out an article from Dr. Robert Lanza, their Cheif Scientific Officer, regarding their stem cell lines after your marathon MF thread.

    It's very enlightening.

    http://blackandwhiteprogram.com/interview/robert-lanza-m-d-o...

    By the way, I'm a big fan of yours!

  • Report this Comment On December 22, 2010, at 12:34 AM, Option1307 wrote:

    Who wins the craptastic NFC West? Super bowl?

  • Report this Comment On December 22, 2010, at 12:35 AM, HarryCarysGhost wrote:

    Thanks,

    Maybe it just seems like Illinois is on the verge of default.

    And I gotta get your thoughts on Bud once again.

    G'night.

  • Report this Comment On December 22, 2010, at 12:36 AM, Option1307 wrote:

    Sorry for the random questions, but I figured you could use a break on all the "serious/stock" questions. I mean who likes that garbage anyway! :)

  • Report this Comment On December 22, 2010, at 12:37 AM, Option1307 wrote:

    What should we do to spammers that have taken over TMF?

  • Report this Comment On December 22, 2010, at 12:44 AM, PeyDaFool wrote:

    TMFUltraLong,

    I have to ask one more burning question. When a company announces a dividend and it says, "your starting CAPS price has been adjusted," what exactly does that mean?

  • Report this Comment On December 22, 2010, at 12:45 AM, TMFUltraLong wrote:

    Option1307,

    Though the TigerPak Fund is still in existence, it lost most of its chartered members. Jakila simply didn't have the time to devote to it. Portefeuille took up a venture of his own. Babo and I both joined TMF which made us somewhat ineligible to help out in the direction TigerPack wanted to go.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:46 AM, TMFUltraLong wrote:

    PeyDaFool,

    I will do my best to check it out when I'm done trying to wrap these seemingly endless gifts.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:48 AM, rkumar1000 wrote:

    What are your thoughts about MCD? Is it too late to get in?

  • Report this Comment On December 22, 2010, at 12:48 AM, TMFBrich wrote:

    @Option1307,

    Not exactly the answer you may be looking for, but as soon as you see spam, report it using the "Report This Comment" feature. Our anti-spammer team will jump on it.

    Foolish best,

    Brian Richards

  • Report this Comment On December 22, 2010, at 12:48 AM, TMFUltraLong wrote:

    Option1307,

    I honestly think the Rams will take the West with an 8-8 record. Pittsburgh or Philly are my Super Bowl possibilities.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:49 AM, netguy77 wrote:

    When do you see Microsoft actually moving into the $30 range? It seems that public sentiment and the Apple, Google allure keep pushing it down no matter how good it does from a PE or earnings standpoint.

  • Report this Comment On December 22, 2010, at 12:50 AM, mdickson99 wrote:

    What's your thoughts on 2 pinks I am in on

    sttn & hnss?

  • Report this Comment On December 22, 2010, at 12:50 AM, rkumar1000 wrote:

    Other than what is on your recommendation list are there any two or three stocks that look compelling to you for decent upside in 2011?

  • Report this Comment On December 22, 2010, at 12:51 AM, TMFUltraLong wrote:

    HarryCarysGhost,

    Illinois isn't on the verge of collapse, thats just the breaking of your heart from being a lifelong Cubs fan.

    Budweiser Inbev is a company I just can't get behind. You get the same fluff every year about how they plan to expand into this market or that market. Eventually the markets are saturated and thats where BUD is at. Really it just becomes a price increase game now. If BUD raises prices, their profits will rise, it's that simple.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:52 AM, TMFUltraLong wrote:

    Option1307,

    Oh I know... I'm making this really challenging. I have music playing, gifts to wrap, a dog that wont behave and this blog to take care of all at once.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:54 AM, TMFUltraLong wrote:

    Option1307,

    Hang spammers by their thumbs in a stock or a pillary and allow pheasants to peck at their liver. Either that or the time saving method of reporting spam as Brian mentioned above.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 12:56 AM, TMFUltraLong wrote:

    PeyDaFool,

    Under normal circumstances when a dividend is paid out in the real world you would get a check/cash. In CAPS, since you are dealing with points, not cash, they adjust your starting price down to reflect what would have been a cash payment to you in the real world.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 1:12 AM, TMFUltraLong wrote:

    rkumar1000,

    McDonalds is the exception to the saturation rule because you can never have too many of them. MCD has completed one heck of a turnaround over the last decade. They pay out a nice dividend, grow at a reasonable rate and make for a good growth/income mix for those wanting a little risk but may be approaching retirement.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 1:14 AM, TMFUltraLong wrote:

    Netguy77,

    I might be old and gray by the time Microsoft breaks out of its trading range. About 5 years ago, ole Softy transformed from a growth story to an income/value story. We'll probably see them establish a solid dividend soon to attract investors because on the invention front, there isn't a whole lot going on.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 1:16 AM, TMFUltraLong wrote:

    mdickson99,

    Well, if I couldn't comment on a 26 cent biotechnology stock, I definitely can't comment on two over-the-counter companies that trade at 5 cents and 1 cent respectively. Again, I have no clue what they do and gathering info on a company that small and obscure is difficult.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 1:17 AM, TMFUltraLong wrote:

    rkumar1000,

    Next week I'll have my top play for 2011, and I'll try to put out a blog detailing some of my top picks. Unfortunately, I'm going to make you all wait until then.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 1:47 AM, rancidx3 wrote:

    Thoughts out gnw??

  • Report this Comment On December 22, 2010, at 1:59 AM, TMFUltraLong wrote:

    Rancidx3,

    One of those rare cases where a company looks better than in the short-term than the long-term. GenWorth probably has enough momentum to carry it into the low $15's, but they keep missing estimates and long-term growth rates look dreadfully slow. You may play it for a quick gain, I'd just assume avoid it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 2:06 AM, TMFBiologyFool wrote:

    "Oh, and by the way, this article has smashed the previous record to become the most-commented Fool.com article ever. Big thanks to TMFUltraLong!" -TMFBrich

    Hey I think that was my health-care reform article (or at least, I held the record at one point). Oh well, it's for a good cause.

    -Brian

  • Report this Comment On December 22, 2010, at 2:12 AM, TMFUltraLong wrote:

    TMFBiologyFool,

    I think a bailout article held the previous record. Anyhow, to infinity and beyond! Over $41 raised for charity FYI.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 2:29 AM, TMFBiologyFool wrote:

    Maybe, it could have been that someone pointed out that mine was just approaching that one. At any rate, we're rapidly approaching a 2-bagger from my level:

    http://www.fool.com/investing/general/2009/09/10/obamacare-s...

    -Brian (helping it along)

  • Report this Comment On December 22, 2010, at 2:35 AM, TMFBiologyFool wrote:

    Off to bed (because I wasn't crazy enough to volunteer for this thing). Hope the Hawaii/Asia Fools keep you busy TMFUltraLong.

    -Brian

  • Report this Comment On December 22, 2010, at 2:42 AM, NOTvuffett wrote:

    UL, I know you have had special circumstances that currently all in cash. I never bought individual stocks until 2008 and it seems like one of the biggest mistakes I made was trying to put all my cash to work at once. When the crash came, I didn't have any available cash to pick up the bargains that came along. Finally I came to realize that I would just have to take some losses to generate cash.

    My question is do you have a theory on what portion should you keep in cash most times?

  • Report this Comment On December 22, 2010, at 2:45 AM, TMFUltraLong wrote:

    TMFBiologyFool,

    You kidding? Even I need to sleep. I've stayed up for 24-hours way too often this year and tonight won't be one of those nights.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 2:47 AM, TMFUltraLong wrote:

    NOTvuffett,

    Can I just answer this question with one word?

    No.

    Personally when things are at the extremes I tend to have no cash myself and I seem to be sitting on it when the market is as dull as watching the paint dry, like we are now. Each individual should allocate cash as they see fit. I'm usually fully invested and will simply "swap" positions if I see something I like better.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 3:35 AM, BlackSwanCapital wrote:

    Got an opinion on ATVI?

  • Report this Comment On December 22, 2010, at 3:40 AM, TMFUltraLong wrote:

    BlackSwanCapital,

    Activision will probably be able to surprise to the upside in the upcoming quarter, but the gaming business is too inconsistent right now to expect them to gain much traction. It seems the rule of thumb is to buy around $10 and go home around $12. I wouldn't be surprised to see it remain relatively rangebound over the next year.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 3:59 AM, Nickalisk wrote:

    How do you feel about savient pharmaceutical? Seems they have a product all shored up...

  • Report this Comment On December 22, 2010, at 4:04 AM, TMFUltraLong wrote:

    Nickalisk,

    I think the Savient Pharmaceutical investment comes down to whether or not you think Krystexxa can successfully be marketed. Admittedly I'm not very confident in SVNT's ability to succeed. I'd much rather give them 1-2 years to establish the drug and see if they can actually turn a profit. Instrinsically beyond this drug, Savient is a one trick wonder pony.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 4:50 AM, techgeek42 wrote:

    I like investing in tech stocks.. should I buy RHT or is it overvalued? It looks like they're doing well. Thanks

  • Report this Comment On December 22, 2010, at 5:38 AM, tdh474 wrote:

    Another 10 cents for the pot. Merry Christmas from Afghanistan.

  • Report this Comment On December 22, 2010, at 6:10 AM, Rogue75 wrote:

    Greetings from Korea... land of the morning calm..Any opinion on SEABOARD CORP COM (SEB) ? Thank you TMFUltralong..love your comments.

  • Report this Comment On December 22, 2010, at 6:35 AM, nodlepaw wrote:

    how about FSI ? micro-cap in the process of building a plant to produce poly-aspartic acid from renewable resources (sugar beets, rather than oil which is currently used). products used in oil field services, agriculture, and they also have environmentally-friendly products which slow the evaporation of water.

  • Report this Comment On December 22, 2010, at 6:45 AM, joaquingrech wrote:

    I'll admire you if you are still awake...

    My question is related to the Fool site.

    I'm from Spain and writing from Madrid right now. I know Fool.com is mostly American, but I'm curious to know if you have some kind of stats of international access to the site. I would love to know how many of us are accessing it from different countries. A website with some kind of graphs/stats of each country would be awesome.

    Also, any plans to target us? I mostly invest US stock market but some European service would be nice since we can invest not only in ADRs.

    Hey, even! I've just got my MBA last week and looking for a job, want me to begin european operations? ;)

  • Report this Comment On December 22, 2010, at 7:54 AM, TMFUltraLong wrote:

    techgeek42,

    Have to admit that Red Hat is not one I'd even be remotely tempted to touch. I have never been a fan of the linux OS and those valuations are totally out of whack - PEG of 3.4 and forward P/E of 52? Yikes!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 7:55 AM, TMFUltraLong wrote:

    tdh474,

    Greetings to you as well, thanks for the donation!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 7:57 AM, TMFUltraLong wrote:

    Rogue75,

    I actually did my Thanksgiving article part of the way on SeaBoard. They now own the Butterball brand name and have a monster cash flow. Don't let their price be the judge, they look like a very well-managed company.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 8:01 AM, TMFUltraLong wrote:

    nodlepaw,

    Flexible Solutions is not one I've heard of before so I'm not going to be of much help. All I can really say is their past performance has been all over the place without any real consistency. Wish I could help you more but it's not a company I feel comfortable analyzing with so little known about it.

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 8:03 AM, TMFUltraLong wrote:

    joaquingrech,

    That would be a question for the computer guys at the Fool to answer, so we'll see if we can't make that happen. Me, I'm just a guy with a computer halfway across the country from them!

    Fool on!

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 8:04 AM, TMFUltraLong wrote:

    And that folks wraps up 24-hours of Q&A.... if you'll excuse me I have a beautiful bed chanting my name.

    Fool......Out

    TMFUltraLong

  • Report this Comment On December 22, 2010, at 8:12 AM, TMFBrich wrote:

    joaquingrech,

    We'll get you an answer -- I need to ask around about that one. :)

    Brian Richards

  • Report this Comment On December 22, 2010, at 8:14 AM, TMFBrich wrote:

    And ... that's a wrap! An incredible 24 hours -- thank you for all your comments and questions! As I said last night, this has become the most-commented article in Fool history, and we've raised more than $40 for Thurgood Marshall Academy.

    A special thank-you goes out to Sean Williams, aka TMFUltraLong, who pulled off this crazy idea. Sean, great stuff -- thanks for all the insights!

    Brian Richards

  • Report this Comment On December 22, 2010, at 11:09 AM, ltangel wrote:

    sorry i missed this!! hey - if you get a chance later- what is your outlook on POM and NU?

  • Report this Comment On December 22, 2010, at 12:19 PM, TMFBrich wrote:

    @joaquingrech,

    Congrats on the MBA. Without giving away too many data points, yes, the U.S. is the No. 1 source of people coming to Fool.com. Canada and the UK are next (makes sense, given, y'know, the common language). Spain is in the top 20, but just barely.

    We actually have a European office -- in London, home to our Fool.co.uk operations. Check out the UK site (http://www.fool.co.uk/) -- it's more targeted toward a European audience. The folks that run Fool UK are really sharp.

    As for a job … you could always apply to be a freelance writer (http://www.fool.co.uk/jobs/jobindex.aspx).

    Foolish best,

    Brian Richards

  • Report this Comment On December 22, 2010, at 5:35 PM, learningFoolish wrote:

    I am wondering if you have any opinion Stansberry’s Investment Advisory . It scares me terribly.

  • Report this Comment On December 23, 2010, at 11:55 AM, kgeechee wrote:

    Wow! I thought that I would get to an available space to comment. I LOVE AAPL which I own and may never sell and RIG that I do not....but should. Will remedy that soon, waited too long. I Have owned RIG several times in the past. I own EMC which is a real mystery to me as it owns enough VMW to be a RICH BUY and no loves EMC except. Getting cold out here in EMC Land. Prospects for EMC (Cloud, etc.) have been great, yet stock price never goes anywhere. Perhaps I need to clean my glasses because, as my Grandmother often had to tell me, "everyone else cannot be wrong ALL the time."

  • Report this Comment On May 04, 2011, at 8:18 AM, daddon wrote:

    Is ACTC the stock I think it is or are they just jerking our chain? Any info would be appreciated!

  • Report this Comment On May 04, 2011, at 10:15 AM, Nostrademous wrote:

    OpenTable (OPEN) - down lately on management change, high P/E, but upgraded to Outperform. Where do you see it going?

  • Report this Comment On May 04, 2011, at 10:18 AM, floridaboy32826 wrote:

    How do you feel about AGNC? Can it sustain it's high dividend and for how long? Do you think it's a good play? Why or why not?

    American Capital Agency Corp

  • Report this Comment On May 04, 2011, at 10:35 AM, airjohn wrote:

    hey guys,

    Two questions:

    1. Where do you think oil is going from here? what oil related companies (can be producers, oil service providers, drilling, etc.) do you think are undervalued now and why?

    2. If you were 22 years old with a good investing background and already were diversified in your portfolio what are some stocks you would like for starting a roth ira?

    Thanks for all the help you provide!

  • Report this Comment On May 04, 2011, at 10:39 AM, TMFBrich wrote:

    @daddon, @Nostrademous, @floridaboy32826, @airjohn:

    Can you repost your questions to today's chat? It's here: http://www.fool.com/investing/general/2011/05/04/ask-the-foo....

    Thanks,

    Brian Richards

  • Report this Comment On May 04, 2011, at 10:49 AM, hughde wrote:

    Hello,

    I'm a new investor and new to Motley Fool and Rule Breakers within the last two months.

    I have invested in 3 of the last 4 recommendations. All of them (MAKO, PACB, EBS) are down, and I had been thinking about investing in RVBD, also down.

    I have read what you have written about timing the market and investing for the long term, BUT, is it common for the majority of your recommendations to fall in value?

  • Report this Comment On May 04, 2011, at 11:11 AM, dudzik wrote:

    Thoughts on SCEI over the next 5 years? Its share price has recently taken a beating due to false accusations disproven by a recent letter to shareholders. Regardless, I think they have great margins, growing business, and an excellent growth plan. Currently trading around $3.50/share, where do you see this stock in 5 years?

  • Report this Comment On May 04, 2011, at 11:27 AM, Adagion wrote:

    Do you believe that this new surge of chinese internet stocks (SOHU, BIDU, SINA, and most recently RENN for example being listed overseas is a bubble? What is your view on them? some see them as being grossly overvalued with p/e's of 40,50, 60 and sometimes 100+, while others still think their share price has room to grow.

  • Report this Comment On May 04, 2011, at 11:56 AM, jws04f wrote:

    With KO near its 52-week high, is there a target buy price I should be waiting for?

  • Report this Comment On May 04, 2011, at 12:37 PM, Dormin111ob wrote:

    Any thoughts on NUIN.OB? I think it looks great on paper but as with all Chinese small caps, I am wary of fraud.

  • Report this Comment On May 04, 2011, at 12:47 PM, AlainSG wrote:

    Foolish Question about dividends: After the ex-div date, the shares are not dividend eligible? And is this valid until the next year?

  • Report this Comment On May 04, 2011, at 2:12 PM, jrimbus28 wrote:

    Thinking about pulling the trigger on TEVA. Is now as good a time as any to do so, and how to do see the new health care bill affecting the generic drug industry long term? Risk level on TEVA?

  • Report this Comment On May 04, 2011, at 2:57 PM, butthatsjustme wrote:

    there are no insider positions in TEVA. that's a downside for me.

    what do you think about HII? recent spin off with insider's interest. plus with osama caught and the middle east calming down defense stocks might be "undervalued" until the next riots/wars and co.

  • Report this Comment On May 04, 2011, at 4:11 PM, KCW2 wrote:

    Would you BUY SELL OR HOLD Morgan Stanley?

    THANKS

  • Report this Comment On May 04, 2011, at 5:27 PM, airjohn wrote:

    Hey,

    Haven't heard anything new from the fool about Nuestar (NSR) and ultraviolet lately.....Any new information to report or any new thoughts in general on this topic?

    Thanks.

  • Report this Comment On May 04, 2011, at 5:36 PM, bfhutchings wrote:

    What are your ideas on LEGX the Lithium Exploration company. Had quite the run lately than a rather large drop off.

  • Report this Comment On May 04, 2011, at 6:00 PM, poskilani wrote:

    I had many shares of ZLCS and its been dipping based on the earnings release. What are your thoughts on teh stock long-term?

  • Report this Comment On May 04, 2011, at 6:06 PM, Patient333 wrote:

    I have a social website ready to lauch. But need funds to keep it online untill advertisers come onboad (approx.10-12 for 6 months). Will be a legit site, nothing provocative. How do I find an inverstor

  • Report this Comment On May 04, 2011, at 6:10 PM, Patient333 wrote:

    I have a social website ready to lauch. But need funds to keep it online untill advertisers come onboad (approx.10-12K for 6 months). Will be a legit site, nothing provocative. How do I find an inverstor? Sorry about previous post.

  • Report this Comment On May 04, 2011, at 9:53 PM, kingdemus wrote:

    how is it a stock can be close at lets say 13 but open in morn at 15... perfect example is renn

  • Report this Comment On May 04, 2011, at 11:11 PM, Proteus7 wrote:

    I'm concerned that congress will not renew the debt limit, causing the market to crash. How best to hedge, or prepare for an event like this? In this scenario, even government bonds won't be safe (interest rates are at bottom, so bonds have no place to go but down).

    Where is a Foolish place to put my money? Gold is overpriced by many standards...oil will go down in a crash due to lack of demand. Foreign bonds?

  • Report this Comment On May 05, 2011, at 1:33 AM, chopsueycp wrote:

    Can you briefly explain what TIPS are?

  • Report this Comment On May 05, 2011, at 1:51 AM, serhiyz wrote:

    I'm brand new investor. Following advise of my friend I put all my cash into PMI Group (NYSE:PMI). I wanted to sell it quickly. But this stock went down from $3.30 to $2.02. I have a real concern regarding upcoming market crash. Thus, is PMI a good choice? Any suggestions at this point?

    Thanks.

  • Report this Comment On May 05, 2011, at 7:04 AM, flyingcar wrote:

    How will Human Genome Sciences (HGSI) do in the future? Will its drugs blockbuster? Will it remain independent or be bought out?

  • Report this Comment On May 05, 2011, at 7:32 AM, robbiesw1 wrote:

    As a New investor I enjoy your service and recently became a SA subscriber.

    I currently reside in Hong Kong and was wondering is there a Fool service or a similar site that has advice on trading the HK Stock Exchange?

  • Report this Comment On May 05, 2011, at 8:04 AM, jwrichte wrote:

    With the success that Responsys(MKTG) had with their IPO do you see other similar companies like ExactTarget (planned an IPO in '07) following the lead? Do you think they would have similar success?

  • Report this Comment On October 04, 2012, at 3:32 PM, frazen wrote:

    I have stock advisor and income investor plus recently mdp.I'm 86 and wonder which of these are best for me? I'm an active investor and have results in the 5% range. I'm on stocks almost daily. Have investments with three investment services.

    .

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