Ask the Fool: We're Answering Your Questions All Day Long

In the past week, we've liveblogged during Fed chairman Ben Bernanke's inaugural press conference and during the always-entertaining "Woodstock for Capitalists." Today, we're doing something a little different: We're opening up the virtual phone lines to spend 24 hours fielding your questions in our second-ever 24-hour live chat.

From 8 a.m. ET today (Wednesday) to 8 a.m. ET Thursday, we will be answering your questions. All you need to do is post a comment below, and a Fool (most likely me) will answer. This will be an abbreviated version of my marathon CAPS blog, Ask a Blunt Man, which began early in 2009 and turned into an epic 2,195-comment exchange.

We have a few ground rules to help guide the chat:

  • We are not permitted to provide personalized investment advice.
  • The Fool's editorial staff will moderate the discussion to keep it on track.
  • During the discussion, we may own stocks being discussed. To see the stocks any Motley Fool employee or contractor owns, view that Fool's profile page. (Here's my profile page.)

You have 24 hours, an open forum, and my undivided attention. Get started by posting a question in the comments section below.

Ready ... set ... Fool on!


Read/Post Comments (519) | Recommend This Article (51)

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 May 04, 2011, at 7:55 AM, Avangion wrote:

    How do you feel about the prospects of the upcoming "hot" IPOs such as RENN, WIFI, etc.? Are there any you are particularly excited/tepid about, despite over/under-hyping? Is it possible for a regular investor to take advantage of these opportunities, or do the profits usually just accrue to inside investors who get the first crack at shares and then flip them? How do you feel about IPOs in general, risk-wise or however, for the average investor?

  • Report this Comment On May 04, 2011, at 7:59 AM, lapipe wrote:

    What happened to BIDU ?. Went down $7.00 yesterday. Good fundamentals.

  • Report this Comment On May 04, 2011, at 8:12 AM, Milanne wrote:

    What is going on with SINA?

  • Report this Comment On May 04, 2011, at 8:13 AM, TMFUltraLong wrote:

    Avangion,

    Outside of the possibility of Facebook or Twitter coming to market within the next year, I'd have to say I'm not particular over or underwhelmed with Boingo Wireless (WIFI) or RenRen (RENN).

    Generally its company insiders and investment banks that get to take advantage of these IPO's, but once in a while you may get lucky and your brokerage could be given an allocation which it can divy out to its customers. I was lucky enough to get shares this way, but its only happened one time.

    The other option for acquiring shares is in the secondary market such as that run by SharesPost. Keep in mind though that these secondary markets can be quite dangerous.

    http://www.fool.com/investing/high-growth/2011/02/28/this-is...

    I'd have to say that I'm not a big IPO guy/investor. In large I prefer to have a couple of months of trading and earnings history behind a stock before I throw any of my hard earned money into it - otherwise getting a read on a newly traded company can be difficult.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:19 AM, openhandedgrouse wrote:

    Good morning UL,

    I am very interested is GSX. I own a handful of shares at 0.41, GSX made 0.08 last year, has a trailing PE 5.12, PEG of 0.32, ROE of 53.67%, and their Price/book is 1.18.

    On 2/21/11 Greygold wrote “This small overlooked company holds some of the greatest potential of any E & P Company. They have enough acerage and resource potential to drill up to 3500 gas wells in the Uinta Basin for a total recoverable resource of 2,962 BCFe. There are also locations for 287 Green River oil wells. The first of these oil wells could be drilled 3Q 2011. It only gets sweeter from here! The California oil play that they are developing in the San Jaoquin Basin contains over 1 Billion barrels of California crude and 2.2 Trillion cu.ft of natural gas unrisked. These wells could start to be drilled by 3Q 2011. They also hold 116,000 acres in eastern Nevada in the highly prospective Chainman shale. This play could hold up to 2 Billion barrels of oil unrisked. I like Gasco!”

    According to GSX in 2010, they significantly reduced their financial risk, monetized non‐core midstream assets for $23 MM to pay down their debt and closed $64.5 MM 2011 Notes for new 2015 Notes. According to Yahoo their enterprise value is 74.04M, market cap is 49.61M and they have a debt of 26.43M. My concern is that they only have 1.99M in cash.

    What do you think about GSX?

    Do you think their debt or cash level is a concern?

    Thank you for your time and sharing your knowledge with us.

  • Report this Comment On May 04, 2011, at 8:20 AM, TMFUltraLong wrote:

    lapipe,

    Most of the high-flying Chinese internet-based businesses had a rough day yesterday on no apparent news. I honestly couldn't tell you what the specific reason is that Baidu (BIDU) had a rough day, but what I can say is technicians (people who use charting to determine buy and sell points) are probably seeing sell signals given Baidu's almost vertical move higher since the year began. I'd hardly call a near-45% move since Dec 31st anything to sneeze at.

    But as you mentioned... good fundamentals, solid company. Perhaps a little rich for most people here, but they continue to surprise me with its results nearly every quarter. I have to admit in this space I still prefer Sohu.com (SOHU)

    http://www.fool.com/investing/general/2011/01/12/sohucom-bar...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:27 AM, TMFUltraLong wrote:

    Milanne,

    What's going on with Sina (SINA)? I'd say it has an acute case of growth-itis. That's an inflammation of its already impressive growth rate and it has pretty much spread to the entire sector.

    Kidding aside, I'm speculating that you're curious as to why Sina has backed more than $24 off its 52-week high. All I can say is something very similar to what I said about Baidu. This is a very competitive space, and many of these Chinese internet-based businesses have had huge runs dating back to March 2009. It's only reasonable that some investors are going to take money off the table at these levels.

    Sina remains a solid growth story that sports more than $12 in cash per share. Still, like I said previously, I prefer Sohu.com which has zero debt, sports $21 in cash per share, and has nearly identical growth figures.

    http://www.fool.com/investing/general/2011/01/12/sohucom-bar...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:27 AM, artmort wrote:

    what is the difference on the 2-ETF for Gold--- IAU & GLD ??

  • Report this Comment On May 04, 2011, at 8:28 AM, Avangion wrote:

    Thanks for your response! If I can ask another question, I'm wondering what you think about the conventional wisdom regarding spinoffs. You can see the relationship to my previous question. In this case, there's some (pro forma) earnings history. I've been looking at NOC and HII lately, but Siemens is also planning a spinoff this year. In the case of NOC, it looks like the spinoff of its shipbuilding division as HII will free it of some debt obligations and allow management to pursue its goal of over 10% profitability. I can't tell if HII is a decent investment. It has one customer (the US government), and NOC management didn't seem to keep much of an interest in it. But that's just one example. Sorry if this question is too open ended. I'm trying to be brief!

  • Report this Comment On May 04, 2011, at 8:33 AM, heybryan wrote:

    Every month I record any DRIP purchases in my portfolio tracker. I assign them them whatever the days share price is.

    When looking at my Fidelity account it does not assign a cost to the DRIP shares, as if there were "free".

    When calculating gains/losses should I consider DRIP shares free or calculate them as having a cost?

    Should I do it differently for my taxable vs roth accounts?

  • Report this Comment On May 04, 2011, at 8:33 AM, Nickalisk wrote:

    Any opinion on KV/A?

    Bought some at $4 the other day, I was thinking they will eventually be forgiven for their piggy piggy ways regarding Makena. Sell and lick my wounds, or hold tight and why?

  • Report this Comment On May 04, 2011, at 8:33 AM, CaseyTatum wrote:

    Can someone provide details about the $35 million income tax benefit that ZIXI got in 2010? It looks like that is being included in p/e ratios for the company, but is it something that will recur each year? Any information/explanation would be awesome.

    THANKS FOOLS

  • Report this Comment On May 04, 2011, at 8:34 AM, openhandedgrouse wrote:

    Hello UL,

    I am looking to buy a small phosphate/potash company or a basket of small companies and hold it for the next 20 years or so. So far, I own small positions in Lgdi.ob, PPRTF.pk, and UPCO.pk Are there any phosphate companies that are still small and underinvested in?

  • Report this Comment On May 04, 2011, at 8:36 AM, bpostma wrote:

    Who will be a winner in the smartphone or cloud spaces?

  • Report this Comment On May 04, 2011, at 8:42 AM, RFRensing wrote:

    Hi UL

    What are your thoughts on CRUS. The short term graph is very dissapointing but the long ter prospects seem awesome.

  • Report this Comment On May 04, 2011, at 8:42 AM, Sparticus501 wrote:

    Why only 2 stars for ANDE?

    Do you ever believe in ever using automatic trigger stop loss, especially after making a substantial profit?

    Will Wallmart stock ever do better?

  • Report this Comment On May 04, 2011, at 8:44 AM, TMFUltraLong wrote:

    openhandedgrouse,

    I've actually come across Gasco Energy before and considered it a speculative company but thought it could be worth a shot.

    Yes they are profitable, but I wouldn't guarantee profitability from here on out - but they are managed well in that costs are generally kept in check. The company's insiders are also not selling stock which is a rare and welcome surprise.

    As for the debt situation. No debt is generally good debt, but if you look at the rest of the oil & gas sector, they're all underwater in debt. What means more than anything is the cash flow and from what I see, Gasco brought in $3.6 million in operating cash flow in the trailing-twelve months. It's this cash flow which acts as its cash on hand.

    Hope that answers this vaguely familiar question (as if I've seen it before...like in a blog of mine.. =) )

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:44 AM, Sparticus501 wrote:

    What is the deal with TC? Why is this stock sucking wind?

  • Report this Comment On May 04, 2011, at 8:49 AM, TMFUltraLong wrote:

    artmort,

    The SPDR Gold Trust (GLD) and the iShares Gold Trust (IAU) are essentially the same thing. Their managed basically the same way with practically identical fees and hold physical gold. The only differentiating factor is much of the "gold stuff" they're holding. GLD appears to have almost 10 times as much gold as IAU - though IAU holds a more attractive price to smaller investor ($15 per share compared to GLD near $150).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:55 AM, Birdtrax wrote:

    What is the difference between a bond fund that is tax free and not tax free? I have a fund (PBDIX) and dont understand the difference of tax free and not?

  • Report this Comment On May 04, 2011, at 8:55 AM, TMFUltraLong wrote:

    Avangion,

    Spinoffs do have a habit of unlocking value, but they've been the bane of the market's existence recently thanks to small-cap Chinese companies.

    I think Motorola (MMI & MSI) makes a great example of a company that was able to separate itself into two businesses and unlock shareholder value. A much much smaller company I follow CDC (CHINA) spun-off CDC Software (CDCS) a few years back, another move that was made to unlock shareholder value.

    It seems Northrup Grumman (NOC) merely wants to get rid of its debt burden. Though that isn't a bad thing per se, it's the shipbuilding business - a sector which doesn't thrill me in the first place. Luckily Northrup is a highly successful company and any spin-off will probably be successful in the long-term.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:57 AM, Birdtrax wrote:

    I really like Caribou Coffee, they have zero debt and look poised for growth, what are your thougts?

  • Report this Comment On May 04, 2011, at 8:58 AM, btfari31 wrote:

    Are target date mutual funds good investments for passive investors with 30+ years untill retirement?

  • Report this Comment On May 04, 2011, at 8:58 AM, rd80 wrote:

    Of the stocks I cover, I probably get the most comments or questions on Banco Santander (STD). What's your opinion on it?

    Great to see this again.

  • Report this Comment On May 04, 2011, at 9:00 AM, TMFUltraLong wrote:

    heybryan,

    I'll be the first to admit to you that I don't know everything - including the precise answer to your question.

    My assumption is that your DRIP would be taxed as dividend income which you've simply re-invested back into the stock in question. In a Roth IRA you shouldnt have any tax implications on this dividend. My advice is to contact a CPA or tax buff that you trust because this is really more of a tax-oriented question.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:02 AM, TMFUltraLong wrote:

    Nickalisk,

    Another question that looks eerily familiar to one posted on my blog (wink wink...)

    KV Pharmaceuticals (KV/A & KV/B) could be a winner, but it's going to need to lower its price of Makena yet again and give shareholders some time to digest the poor PR. I actually did a write up on KV recently.

    http://www.fool.com/investing/high-growth/2011/04/20/kv-phar...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:03 AM, MichiganBull wrote:

    What are your thoughts on AAPL?

  • Report this Comment On May 04, 2011, at 9:05 AM, TMFUltraLong wrote:

    CaseyTatum,

    The income tax benefit the company received is a one-time gain. Sure Zix (ZIXI) could gain money again from a tax benefit, but since corporate tax situations change from a year-to-year basis, the tax gain or loss can change as well. I usually take these gains with a grain of salt. Focus instead on its growth from operations and cash flow to get a better idea of the company's health.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:07 AM, johnybutts wrote:

    Could you write an article on how to analyze a quarterly/yearly report? What you look for, how you compare and think about different aspects, etc. I would find that invaluable.

  • Report this Comment On May 04, 2011, at 9:08 AM, TMFUltraLong wrote:

    openhandedgrouse,

    The quick answer: nope!

    The only companies worth owning in the phosphate space are large cap monsters, which I don't consider a bad thing. You could always look overseas, but I see only a few large players in the U.S. markets.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:11 AM, Jbay76 wrote:

    Two quick questions if I may...I was wondering if you knew of a good book that covers the purchase and sale of real estate? What type of lawyer would one hire to create a personal corporation?

    Thanks

    J

  • Report this Comment On May 04, 2011, at 9:13 AM, TMFUltraLong wrote:

    bpostma,

    I think VMWare (VMW) presents a unique opportunity in cloud computing and its recent growth history shows this. Fellow Fool Tim Beyers had a great write-up on this recently:

    http://www.fool.com/investing/general/2011/02/16/the-cloud-c...

    As for smartphones, I don't think anyone can bet against Apple (AAPL) here. I do however have hope for everyone's ostracized child Research In Motion (RIMM).

    http://www.fool.com/investing/general/2011/05/02/these-3-cat...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:16 AM, TMFUltraLong wrote:

    RFRensing,

    Cirrus Logic has indeed run into some short-term supply worries given the tragic earthquake in Japan, but long-term nothing has changed. The stock has been hit on supply concerns, but as we saw from Apple, consumers literally can't get enough iPhones and iPads which is great news for Cirrus Logic.

    http://www.fool.com/investing/general/2011/04/29/3-things-yo...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:21 AM, TMFUltraLong wrote:

    Sparticus501,

    You'll have to ask the community what they think about the Andersons (ANDE) since the community rating is what derives that 2-star rating. I'd recommend creating your own blog to stir the pot and get multiple points of view.

    I rarely use stop losses, especially with how quickly the market can move these days. I do however use limit sells on a regular basis. I keep up on the happenings of the market often enough that I feel stop losses would get stale very quickly.

    As for the 3rd part of this question, I'd like to think Wal-Mart's (WMT) stock would do better for investors, but its business is getting increasingly lower and lower margin which is putting more and more pressure on its stock price. It's a solid company, but clearly not my favorite.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:26 AM, TMFUltraLong wrote:

    Sparticus501,

    No kidding huh? Thompson Creek Metals (TC) is on a campaign to make me look bad I think. The company had a strong rally in 2010 and its last quarterly report did little to wow analysts.

    What I continue to like are the slightly rising molybdenum prices which should net Thompson better margins in the coming quarter. Also, given that moly is used to strengthen steel, I'd have to think that the company's resources will be in demand when the rebuilding of Japan does begin.

    http://www.fool.com/investing/general/2011/03/15/is-there-so...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:27 AM, openhandedgrouse wrote:

    I have been in and out of RAS a couple of times for small gains. I don't currently own any shares as of now. I thought their last report was disappointing, as well as recent dilution and a staggering short interest.

    Are you a fan of RAS's improving fundementals? How low do you think shorts can take RAS? Are there any other RAIT's which you recommend looking into?

    Thanks UL, you rock!

  • Report this Comment On May 04, 2011, at 9:30 AM, chtinvestor wrote:

    I bought Joes Jeans about a year and a half ago at a good price and at one point was up over $2.00. What is your take on why it has dropped by more than half its value?

  • Report this Comment On May 04, 2011, at 9:31 AM, TMFUltraLong wrote:

    Birdtrax,

    It really depends on what your fund invests in. Municipal bonds are exempt from federal taxes while certain state bonds are exempt from taxation within that state - as you can tell it varies. However, in most cases you are going to pay taxes in some form on the gain (i.e. there are few completely tax free funds).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:33 AM, TMFUltraLong wrote:

    Birdtrax,

    Caribou Coffee (CBOU) makes more sense to me as an acquisition target than as a stand-alone company. It's growth rate is simply too slow (7%) to compete with the larger players in the sector. The theme in this sector recently has been consolidation so I'd look for strength in the stock from that angle.

    As for coffee prices themselves... they're nuts!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:37 AM, DMCSween wrote:

    Have any fundamentals changed for FHCO and NTE? You (the Fool) spoke highly of both companies not so long ago but the share prices have not moved - in fact, they've dropped!

    Thanks.

  • Report this Comment On May 04, 2011, at 9:38 AM, TMFUltraLong wrote:

    btfari31,

    I think you need to take into consideration your current financial situation and your risk tolerance when considering if you want to buy into a target date mutual fund.

    These funds are often perceived as a shoo-in, but that doesn't necessarily mean they aren't without risk. Remember these funds are aimed at easing you into retirement which is a great thing...but they will also buy what they buy without any knowledge of your current investments or where you are financially.

    Most of these mutual funds are held in 401(k)'s these days, so taking into account your job situation is another important factor.

    Ultimately I can't make this decision for you, but you need to understand there are a lot of things that need to be considered when pondering an investment in a target date mutual fund.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:40 AM, arcohen22 wrote:

    What is your opinion long-term for NTWK? I bought it in real life at .85 last year when you reccomended it so thank you for that one The business seems to be doing very well, do you still think they are undervalued at around $1.70, where do you see their pps by years end? Any further dillution you see coming?

  • Report this Comment On May 04, 2011, at 9:42 AM, bpkarns wrote:

    My 457 plan just exchanged one of my mutual funds. All of my shares of Vangaurd Total Internation Stock Index Fund (VGTSX) to another "class" of the same stock (VTSNX). Can you advise what this change means or what the difference in the "classes" of this fund are? The only reason the plan provider is giving for the change is that the expenses are lower. Thank you.

  • Report this Comment On May 04, 2011, at 9:42 AM, TMFUltraLong wrote:

    rd80,

    I'm officially getting lured in by Banco Santander (STD) and its delectable dividend. Despite what I anticipate will be a potential debt problem for Spain within the next 6-8 months, Banco Santander is well-capitalized and should be able to survive the EU debt crisis without much trouble other than to its image as a Spanish bank.

    However..if that dividend disappears, so will investors.

    http://www.fool.com/investing/general/2011/04/07/portugal-re...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:46 AM, TMFUltraLong wrote:

    MichiganBull,

    I'm not a sadist - I wouldn't dare bet against Apple (AAPL) here. The company's market share in smartphones is growing (now above 5%), and it can't churn out its products fast enough. Apple has an insane amount of cash on hand and may, at this rate, be able to buy Rhode Island in about 5 years and rename it the state of Apple =)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:46 AM, clutch410 wrote:

    UL,

    What do you see happening with NIV? We're all frozen while trading is halted. Is this now a worthless stock?

    Thanks!

  • Report this Comment On May 04, 2011, at 9:47 AM, archshot wrote:

    On your last Ask a Blunt man you recommended mad catz I hesitated and missed out. I shouldn't have doubted you. I mad catz going to go even higher. Also is there another mad catz like recommendation you have? Thanks.

  • Report this Comment On May 04, 2011, at 9:47 AM, TMFUltraLong wrote:

    johnybutts,

    I can't guarantee it will be out this week, but I will write an article on report analyzing just for you! Deal?

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:48 AM, kalhounster wrote:

    I read the tweet re DNKN IPO and am wondering how it works for the company to do an IPO just to pay down dept? Is that a good thing? I'm a complete novice.

  • Report this Comment On May 04, 2011, at 9:48 AM, clutch410 wrote:

    How do you feel about LULU? Seems like a niche market (like COACH) or a potential buyout target by Under Armour, Nike, etc.

  • Report this Comment On May 04, 2011, at 9:48 AM, DaveGruska wrote:

    Hey Sean, thanks for running this chat again.

    Any opinion on Littelfuse (LFUS)? Seems to me like it might be an interesting, conservative play on electric vehicles, smart phones, autos, etc.

  • Report this Comment On May 04, 2011, at 9:50 AM, FishbowlTriumvir wrote:

    Following up on DMCSween's question, it looks to me like FHCO is focusing almost exclusively on selling to governments and NGOs, without much effort to market directly to consumers in the developing world. Am I right about that? Am I right to be concerned about it?

    Also, are there any obstacles to a competitor duplicating their technology if the concept takes off?

  • Report this Comment On May 04, 2011, at 9:50 AM, TMFUltraLong wrote:

    Jbay76,

    Errrrrr... ummmmm.... errrrr... no. Unfortunately I don't get around to reading many (i.e. any) real estate books so I don't really have an answer for you there.

    As for a lawyer, again I don't have a specific recommendation, but there are plenty of lawyers out there who can help you draft incorporation paperwork. Break out those yellow pages...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:50 AM, yezaq wrote:

    I have a list of like 200 stocks, is their any database I would be able to dump them in and find roic? It takes a good amount of time going one by one on msn.

    thanks

  • Report this Comment On May 04, 2011, at 9:51 AM, TMFEdyboom223 wrote:

    If I am working overseas, can I contribute to an HSA?

  • Report this Comment On May 04, 2011, at 9:54 AM, clutch410 wrote:

    Which NFL team do you think had the best draft?

    Also, in what ways can Bears GM, Jerry Angelo, make the Bears look even more ridiculous and incompetent? Their foul-up with the Ravens should preclude any team from dealing with them in the future.

  • Report this Comment On May 04, 2011, at 9:54 AM, TMFUltraLong wrote:

    openhandedgrouse,

    Yeah, I'd have to say I don't value RAIT Financial Trust (RAS) very highly on my list. Short-interest has run high for a while now and the company has been destroying shareholder value for years. You may be able to do better elsewhere.

    As for the sector, admittedly I avoid anything with the "real estate" label at present. I don't think we've seen the last hurrah from the bears yet in real estate and until then this sector just isn't priced attractively enough to garner my attention.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:57 AM, TMFUltraLong wrote:

    chtinvestor,

    I feel the problem with Joe's Jeans (JOEZ) lies with the rising price of cotton and other corporate expenses.

    Cotton is a major component of its denim products and its rising cost is pinching Joe's margins causing earnings shortfall after earnings shortfall.

    The company is also trying to aggressively expand, so its opening up its wallet and spending feverishly.

    It's not a bad company, but I much prefer True Religion Apparel (TRLG) in the specialty retailing space.

    http://www.fool.com/investing/general/2011/03/30/10-small-ca...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:00 AM, Bachireddy wrote:

    What is your take on THI? It seems like they have executed their franchise model with a lot of success, resulting in high margins.

    They pretty much own Canada and are looking to expand into a competitive US market. They also just signed a master franchise agreement with a company in Dubai, so clearly they're thinking about expanding globally outside of just the West.

    Given this expansion, the company's high margins, and the potential for near-term USD devaluation against the Canadian dollar, why is THI pegged at a 12.8 P/E and do you think it's a good buy?

  • Report this Comment On May 04, 2011, at 10:00 AM, LBarimen wrote:

    I bought Western Union at about $11.00 per share about ten years ago. Do you think they have peaked or do you see them passing the $22.00 mark in the next year or so? Thanks for answering our questions!

  • Report this Comment On May 04, 2011, at 10:01 AM, investinFool69 wrote:

    When looking at stock charts over the long term, it seems most stocks will hit the same high value numerous times and then will drop each time. Why is this, and is getting close to this value a good indication to sell?

  • Report this Comment On May 04, 2011, at 10:04 AM, TMFUltraLong wrote:

    DMCSween,

    Female Health (FHCO) is still a company I like for the long-term although its recent pushback in orders led to a sizeable earnings miss. The maker of female condoms simply needs time for its product to catch on. Once that happens the stock could be ready to roll higher.

    Nam Tai Electronics (NTE) could bore you to sleep if you aren't careful. The company just plugs along at 10-15 times earnings every year and adds cash to its balance sheet every now and then. With $5.09 in cash per share, it's trading less than $1 over its total cash on hand. It continues to be a buyout candidate in my eyes thanks to its cash. Its business however continues to be stale.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:05 AM, karlm1 wrote:

    going forward from here in retirement and as an example using a broad market index fund what do you think is a safe % yearly to remove and still keep the principle intact or growing slightly. BTW Super Cochina is the best mexican is San Diego.

  • Report this Comment On May 04, 2011, at 10:06 AM, TMFUltraLong wrote:

    arcohen22,

    Unfortunately my crystal ball is broken so I won't be able to forecast exactly where any stock is heading, but I can give you some educated guesses.

    Yes I do feel Netsol Technologies (NTWK) is still undervalued, but no longer to the gross degree that it was when it traded for less than $1. I've mentioned a few times that the $2.25-$2.50 area seems like a reasonable target that would put in more in line with its peers.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:08 AM, investforcash wrote:

    I own shares of SDTH. What happens to my investment if that stock is de-listed? I have never before found myself in this position. Thanks!

  • Report this Comment On May 04, 2011, at 10:09 AM, TMFUltraLong wrote:

    bpkarns,

    Yeah, from what I can tell they are incredibly similar investment vehicles. The fund you were in had an expense ratio of 0.26% while your new fund has a 0.15% net expense ratio. Turnover is the same and the funds have the same focus so I wouldn't worry about it too much.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:12 AM, TMFUltraLong wrote:

    clutch410,

    NIVS IntelliMedia Technology (NIV) will need to address accounting questions before it will be unhalted, but I'd hardly call the company worthless.

    Sure we've seen our fair share of accounting implosions of late from Chinese small-caps, but there has also been a success story or two (China NorthEast Petroleum (NEP)).

    What I don't know is how long it will take for NIV to be unhalted. Clearly this isn't a good thing, but I wouldn't throw in the towel yet, especially since we haven't heard directly from NIV yet.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:15 AM, TMFUltraLong wrote:

    archshot,

    I didn't even know that Mad Catz Interactive (MCZ) was going to rocket that much back then - ah the joys of the stock market.

    The only sub $1 play I currently own that has a shot at surprising investors is Artificial Life (ALIFE.OB). The company is dealing with potential accounting irregularities at present, but if cleared, could be significantly undervalued.

    Disclosure: I OWN ALIFE.OB

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:16 AM, TMFUltraLong wrote:

    kalhounster,

    It's not uncommon for a company to use the proceeds from its IPO to expand its business and also to pay down some debt. It would however be very unlikely that a heavily indebted company would IPO and use its proceeds strictly to pay down debt.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:17 AM, johnybutts wrote:

    Do you think the CSCO company can pull through its negative momentum?

    Do you think TGT fairly valued right now?

  • Report this Comment On May 04, 2011, at 10:19 AM, TMFUltraLong wrote:

    clutch410,

    I've been wrong wrong wrong about Lululemon Athletica (LULU) thus far, but I have to ask.... how much workout clothing does one person need? I can't for the life of me justify the company's valuation, nor do I see how it will continue to meet or beat same-store sales comparisons next year.

    http://www.fool.com/investing/general/2011/02/11/3-stocks-ne...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:20 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 10:21 AM, MJGWR wrote:

    Hi and thanks for the opportunity.

    Do you have any suggestions as to options trading education? I've read a few books but I don't feel they really helped explain things well. I'm not looking for anything to sophisticated as I am just a casual investor. I'm interested in Covered Calls and simple, relatively safe and consistent trades. What are your suggestions on how to learn more (other than the Fool ;-) )? Do you have any book recommendations or online training suggestions? thanks for any feedback!

  • Report this Comment On May 04, 2011, at 10:22 AM, TMFUltraLong wrote:

    streeter123,

    Yeah, I think Littelfuse (LFUS) makes a potentially attractive play. The company isn't overpriced, nor is it cheap - but you do get a 10% 5-year growth rate and a company that has beaten expectations handily in three consecutive quarters.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:24 AM, SpiderDad100 wrote:

    I have a small budget of about $1000 to invest in the stock market. What is the best strategy to get the best out of my investment. Ideally, I would like to generate some income, and I hope to add to my investment budget in 6-12 months time.

  • Report this Comment On May 04, 2011, at 10:26 AM, wideright wrote:

    Is it too late to jump in on IMAX?

  • Report this Comment On May 04, 2011, at 10:27 AM, TMFUltraLong wrote:

    Fishbowl Triumvir,

    As I mentioned above and as you've pointed out, Female Health (FHCO) hasn't caught on much with the public and it will take time to catch on. At some point the company will need to make it a point to educate the public and get its product out there, but I don't think we've hit a need for that yet necessarily.

    As for duplication of FHCO's technology... I'd say the threat is there, but it's minimal. Female Health would need to be making money hand over fist to attract the kind of R&D needed to get another business off the ground.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:27 AM, Nostrademous wrote:

    Second question if I may - the roller-coaster knowns as SIFY & REDF - what is your outlook on India's population growing with respect to getting online in the next 12 months? Are those stocks worth the risks? Both had a recent pullback after some high gains.

  • Report this Comment On May 04, 2011, at 10:29 AM, TMFUltraLong wrote:

    yezag,

    Can't say that I'm familiar with a screener that will single out ROIC, but I'm open for anyone here reading this thread to chime in and provide you with an answer if they know better.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:31 AM, Joshmarist wrote:

    Can you explain why HOV and other homebuilders have taken a huge dive in the last couple months?

  • Report this Comment On May 04, 2011, at 10:34 AM, TMFUltraLong wrote:

    edyboom223,

    I don't see why you couldn't contribute to a Health Savings Account if you work outside the U.S., especially since you probably live in the U.S. What I'll do is shoot this over to my Foolish friends here and see if I can't get you a certain answer because the above is just my best guess.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:34 AM, smartmuffin wrote:

    UL,

    Some of us are still stuck with a big, stinking pile of CSKI. What do you think? Fraud or no-fraud? Cut and run or double down?

  • Report this Comment On May 04, 2011, at 10:34 AM, c5700 wrote:

    Hi,

    What are your thoughts on GROW? I've been holding and accumulating since 2007. I've been attracted by the steady monthly dividend, but I'm wondering if it still has growth potential it seemed to have 4 years ago.

    Thanks for your thoughts

    c5700

  • Report this Comment On May 04, 2011, at 10:37 AM, TMFUltraLong wrote:

    clutch410,

    I'd have to say the Tampa Bay Buccaneers rocked it. That team is going to be a defensive juggernaut that literally no one is going ot be able to run against.

    The Bears are always finding new and innovative ways to tick off their fan base. Being a big Lions fan this causes me great joy (though I do have two friends who are die-hard Bears fans).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:38 AM, NEMnyWtch wrote:

    UL,

    ENG? And by the way, re; above - you do too know everything (or at least more than most of us!). ;)

    Thx - NEMnyWtch

  • Report this Comment On May 04, 2011, at 10:42 AM, TMFUltraLong wrote:

    Bachireddy,

    Tim Horton's (THI) is a well-run company as you've pointed out above, but growth of 6-7% just won't attract very many investors, especially after the run the stock has had.

    Despite the potential currency advantages, the company is trading at 17 times forward earnings which is right in line with the food industry average. I don't know if I'd call this overvalued, but I wouldn't say Tim Horton is undervalued here either.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:42 AM, cmc1981 wrote:

    I have two questions if I may:

    1. What do you think is the best EM country to invest in for the next 5 years? I currently own EIDO and have been very satisfied and hope it continues.

    2. NBG is a real life holding should I be buying on the pullback or nervously watching?

    Thanks!

  • Report this Comment On May 04, 2011, at 10:45 AM, MegaEurope wrote:

    TMFUltraLong - What's your take on Industrial Services of America (IDSA)?

  • Report this Comment On May 04, 2011, at 10:47 AM, dopesling100 wrote:

    UL,

    What are your thoughts on SDRL? Thanks again for your insight.

  • Report this Comment On May 04, 2011, at 10:48 AM, TMFUltraLong wrote:

    InvestinFool69,

    What you're describing is a term technicals would refer to as a double or triple top.. or potentially a channeling stock. Traders will look for resistance levels (areas where a stock tends to top out) and often sell near these areas, often keeping the stock from breaking out to new highs. This doesn't always hold true, but it hopefully explains what you're seeing.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:54 AM, bigcat225 wrote:

    Over the past two weeks the Under Armour (UA)bubble seems to have developed a slow leak. It has done nothing but go down and I'm chomping at the bit to buy back into the UA movement. At what point do you feel it would be wise to add to a position in UA.

  • Report this Comment On May 04, 2011, at 10:54 AM, TMFUltraLong wrote:

    karim1,

    Unfortunately there's no magic number for how much money you should take from your retirement account to keep the principal intact. Clearly I could say take only what you make in a year in stock appreciation and dividends, but what if the market has a terrible year? A retirement account should aim for 6-8% growth each year, but all situations will differ.

    PS. El Cotixan is the best fast Mexican in San Diego

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:58 AM, TMFGalagan wrote:

    @edyboom -

    We can't give tax-specific advice, but as long as you have a high-deductible health insurance policy and no other health coverage, I don't see anything in the IRS publication on HSAs that makes them ineligible to US taxpayers living abroad.

    Check out Publication 969 for more info: http://www.irs.gov/publications/p969/ar02.html

    best,

    dan (TMF Galagan)

  • Report this Comment On May 04, 2011, at 10:58 AM, TMFUltraLong wrote:

    LBarimen,

    Ok, third time trying to post this response...

    The one thing Western Union (WU) has going for it is its amazingly high gross margins for its services. Unfortunately I'm not as bullish about consumer spending figures going forward or the credit worthiness of Western Union's customers. It's not a company I care for.

    However, i can't make the decision for you to buy or sell this stock, it has to be your own. I can only give you my personal opinion. Now let's see if this post comes out...*fingers crossed*

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:02 AM, TMFUltraLong wrote:

    investforcash,

    First thing is first with ShengdaTech (SDTH) - the stock needs to be removed from the halted list. Once that happens, if the stock is delisted it will simply trade on one of the over-the-counter markets (.ob or .pk). The uncertainty is how long it might take for the company to begin trading again and to that end..I have no clue.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:04 AM, bonznstonz wrote:

    UL, any info that you could provide on NIV?

  • Report this Comment On May 04, 2011, at 11:04 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 11:05 AM, TMFBuck wrote:

    Hi Karim,

    Assuming a normal retirement portfolio with a blended 60% stocks and 40% bonds, you can safely withdrawal about 4% per year plus inflation and have it last for 30 years. If you want more information on withdrawal rates check out this link http://www.retireearlyhomepage.com/restud1.html

    Fool on!

    Buck

  • Report this Comment On May 04, 2011, at 11:05 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 11:14 AM, TMFUltraLong wrote:

    Johnybutts,

    Cisco Systems (CSCO) is on my own personal watch list right now as a potential stock to own. Even with its recent miscues, the company has $25 billion in cash and is generating huge cash flow, all with a forward P/E of 10. I think Cisco presents a solid opportunity.

    Target (TGT) is another company that looks very attractive. I can't remember the last time this giant retailer was trading at only 10.5 times forward earnings, especially with a 2% dividend yield.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:14 AM, radscavenger wrote:

    I've been wanting to invest directly in foreign markets in local currencies, not indirectly through ADR's. How should I go about doing that?

  • Report this Comment On May 04, 2011, at 11:17 AM, TMFUltraLong wrote:

    Nostrademous,

    I can't say that I'm a huge fan of OpenTable (OPEN). You already mentioned the management change, but I just can't get too excited about a company that relies on restaurant reservations when the cost for food and gas is on a sharp rise. Consumers are going to eat out less if this keeps up and OpenTable's results could be very susceptible.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:19 AM, TMFUltraLong wrote:

    MJGWR,

    Outside of the Fool, I learned what I know about options from "Stock Option Strategies" by Gary Davis and M. Allen Jacobson c. 1976

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:21 AM, Halodrol wrote:

    Whats your take on Ford? I got in around $3, im learning about options and getting comfortable with that while decide what to do with it.

  • Report this Comment On May 04, 2011, at 11:22 AM, TMFUltraLong wrote:

    SpiderDad100,

    Unfortunately I can't provide personalized investment advice. I would look at things based on what your risk tolerance is and what your time horizon looks like, then consider consulting with an advisor or investing in something you know and are familiar with.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:24 AM, handtomouth42 wrote:

    what is your opinion of ballard systems bldp

  • Report this Comment On May 04, 2011, at 11:24 AM, mike2004 wrote:

    Any thoughts on POT? As of now, it's trading below $53 which seems to me as a strong buy opportunity...unless there is something I don't know about...

    Thanks!

  • Report this Comment On May 04, 2011, at 11:26 AM, Bachireddy wrote:

    What is your take on EVR?

    The valuation is a little tricky with this one as it's hard to forecast growth, due to lumpy revenues from M&A and unforeseeable acquisitions of asset mgmt shops.

    However, it would be hard to assemble a better team, which happens to be riding a powerful trend of conflict-free advisory services (in contrast to banks) and has Ralph Schlosstein as CEO, who happened to have previously co-founded the largest asset management firm in the world. I also like the fact that they give ownership to management and tremendous independence to their asset managers. EVR seems to have all the intangibles and powerful trends at its back, including a rise in M&A.

  • Report this Comment On May 04, 2011, at 11:26 AM, TMFUltraLong wrote:

    wideright,

    A few months ago I would have said it's too late to get in on the IMAX (IMAX) party and I would have been wrong. In order to stay consistent, I'm going to again say that it's possibly too late to jump in on this party.

    IMAX's ticket sales remain strong despite what I anticipate will be a weakness in consumer spending this summer thanks in part to rising food and energy prices. I can't justify paying nearly 14 times book and 10 times sales for a company slated to grow at a mere 11% this year.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:28 AM, Brent1228 wrote:

    Thanks for all of the insight and getting me involved in my investments.

    When will SATC bottom out. Not sure to cut my losses after 6 months or not.

  • Report this Comment On May 04, 2011, at 11:29 AM, TMFUltraLong wrote:

    Nostrademous,

    I feel Sify Technologies (SIFY) and Rediff.com (REDF) represent solid long-term growth opportunities in India, but the valuations that speculators have placed on these companies within the past few months is ludicrous. Rediff is valued at 17 times sales and there's no immediate guarantee of its profitability or success.

    The groundwork has been laid, but its going to take a few years before the reality of the results is realized.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:32 AM, TMFUltraLong wrote:

    Joshmarist,

    Hovnanian (HOV) and the rest of the homebuilders have been falling recently because we're realizing the housing market isn't as healthy as everyone hoped it would be. Foreclosures make up far too many of the homes currently on the market and homebuilders are facing very tough comparisons against last year's results which included the first-time homebuyers tax credit.

    Here are my feelings on the housing sector:

    http://www.fool.com/investing/general/2011/04/06/the-double-...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:35 AM, thruhiker09 wrote:

    Your thoughts on China Digital TV Holding Co., Ltd. (STV) as a long term holding? The company is well funded and has little if any debt. They are also the industry leader in digital TV access control in China. However, the price has dropped from $7.34 to 6.50 over the last month. Thanks~

  • Report this Comment On May 04, 2011, at 11:38 AM, TMFUltraLong wrote:

    smartmuffin,

    Unfortunately I can't provide personalized investment advice, so the decision to buy more China Sky Medical (CSKI) or to cut it loose needs to be your own.

    What I can do is give you my own opinion on the company. I'm cautious optimistic but also realistic. The concern I have with China Sky is its drastic increase in DSO to 60 from 51. China Sky is finding it harder to collect on its products and may have a bundle of bad accounts sitting on its books.

    On the flip side, if the numbers can be trusted, this company is dirt cheap. Me, I'm avoiding the stock with my own money. There are too many questions for me to put my hard earned money into a company like China Sky with the SEC actively investigating numerous Chinese reverse mergers.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:42 AM, TMFUltraLong wrote:

    c5700,

    The concern I have with an investment management company like U.S. Global Investors (GROW) is the erratic, yet flat, revenue growth. The company's dividend appears relatively safe, but there just isn't enough growth there to merit my money. You could just as easily buy into an electric utility and get double the dividend with double the growth rate.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:46 AM, TMFUltraLong wrote:

    NEMnyWtch,

    EnGlobal (ENG) is one of my speculative 3 picks for 300% in 2011 which I highlighted in my blog. The company can't meet EPS expectations to save its life, yet projections for future growth continue to move higher. As long as oil prices remain high - and they should - EnGlobal's consultation and constructon services should remain in high demand.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:49 AM, TMFUltraLong wrote:

    cmc1981,

    Again, my crystal ball is broken, so I can only give you my best guess, but I really like Vietnam over the next 5 years. I feel the country should be able to grow at 7%-plus each year.

    As for the National Bank of Greece (NBG), I can't provide personalized investment advice, but I can give you my personal opinion on the stock which you can find here:

    http://www.fool.com/investing/international/2011/03/08/forge...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:52 AM, joshn268 wrote:

    Two questions (one about a couple of stocks and one to teach me):

    1) What are your thoughts on GNK? GLW?

    2) I'm trying to learn how to value companies... what is your opinion on using the Discounted Free Cash Flow model and how do you apply the results back to share price? Is there a better way?

    Thanks!

    joshn268

  • Report this Comment On May 04, 2011, at 11:52 AM, RICOJSUAVE wrote:

    Is AKAM (Akamai) a real cloud play? What is up, or down, with their performance in the last week?

  • Report this Comment On May 04, 2011, at 11:52 AM, TMFUltraLong wrote:

    MegaEurope,

    Industrial Services of America (IDSA) is cheap... The company is going to be making bank from recycling all types of precious and non-precious metals and it can turn a profit almost regardless of these metals' prices. Revenue growth has been less than stunning, but margins are rising. A small, but attractive company.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:55 AM, truleuneek wrote:

    What are your thoughts on silver, gold and PM in the short and long term?

    Do you have any companies on your watchlist from these sectors? Any favorites?

  • Report this Comment On May 04, 2011, at 11:55 AM, TMFUltraLong wrote:

    dopesling100,

    As long as oil prices remain strong, SeaDrill (SDRL) will continue to garner plenty of business. Everything looks solid aside from the company's staggering $9.6 billion in debt. If oil begins to fall dramatically, this is not a stock I'd want to be anywhere near.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:56 AM, Nostrademous wrote:

    Chipotle Mexican Grill (CMG) - in your opinion does it continue to succeed (aka outperform SP500) with their intention of going international and asian inspired cousin or does it become an underperformer?

  • Report this Comment On May 04, 2011, at 11:58 AM, TMFUltraLong wrote:

    Bigcat225,

    I don't have the ability to give you a specific level at which to buy UnderArmour (UA) since that would be perceived as personalized financial advice. What I can tell you is there aren't many retailers out there that can claim 20-30% annual revenue growth or as many consecutive double-digit earnings beats as UnderArmour has. The company is a juggernaut and I certainly wouldn't bet against it for the long-term.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:03 PM, TMFUltraLong wrote:

    bonznstonz,

    I don't have any specific information on NIVS IntelliMedia (NIV) that hasn't already been out there for about 5-6 weeks. The company is facing allegations about the inaccuracy of its financial statements from MaloneBailey and it is conducting an investigation into its statements. It could be weeks or months before we know anything and I feel it'd be foolish (in the bad way) to speculate until we get some tangible answers.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:08 PM, TMFUltraLong wrote:

    airjohn,

    I'd have to think based on the growing global demand for oil that over the long-term we're just going to continue to move higher. We actually put out a free report of 3 stocks for $100 oil that you may find useful:

    http://www.fool.com/fool/free-report/18/sa3stocksoil-97457.a...

    The 2nd question is sort of a personalized investment question and because of that I can't give you specific names. I'd look at it like this... you likely have 40ish years until retirement. If you can load up your Roth with a mix of growth and dividends, you can take advantage of compounding earnings in a tax-free environment.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:10 PM, Kloris wrote:

    I guess what scares me most about investing and setting up a portfolio is where to start. Up until now I have always relied on tips from others and done quite well, but I no longer want to be passive and rely on others.

    But there are so many stocks out there, and so many strategies, I don't know where to start. Pick a specific sector, just blue chips, ...

    Where would you advise someone to start his investment portfolio? Or maybe more correctly, how should one start?

  • Report this Comment On May 04, 2011, at 12:13 PM, clutch410 wrote:

    UL,

    How do you feel about the reverse stock split for Citigroup? Will it improve the long-term value of the company?

  • Report this Comment On May 04, 2011, at 12:13 PM, TMFUltraLong wrote:

    floridaboy32826,

    Two things need to happen for American Capital Agency (AGNC) to be able to maintain its ridiculously high dividend. Interest rates need to stay at a record low and the company needs to continue to pump out huge profits.

    American Capital pays out a dividend based on its net income, so if that falls, the dividend will fall. It's also highly dependent on low interest rates, so as soon as they begin to rise, AGNC's margins should begin to fall.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:14 PM, weddicag wrote:

    Whats your take on Imperial Petroleum?

  • Report this Comment On May 04, 2011, at 12:14 PM, clutch410 wrote:

    Do you think the feds should release the bin Laden pictures?

  • Report this Comment On May 04, 2011, at 12:15 PM, TMFUltraLong wrote:

    radscavenger,

    There are brokerages that will actually allow you to buy into foreign stock markets and currencies. My advice would be to contact your current broker and see if that's something they'd be willing to do for you. If not, snoop around for a brokerage that will serve the markets you're interested in.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:16 PM, bluecollard wrote:

    What is your favorite spec play right now and why?

  • Report this Comment On May 04, 2011, at 12:16 PM, clutch410 wrote:

    With the huge run CAT has had over the past year and the high expectations for the future, do you see a potential split happening?

  • Report this Comment On May 04, 2011, at 12:18 PM, TMFUltraLong wrote:

    Halodrol,

    For the first time in years, due in part to the tragic earthquake in Japan, Ford (F) has a serious chance to gain market share in the U.S. But that still doesn't mean it rates highly on my list. The car industry is fickle and I just don't see much upside room left considering gas prices unrelenting rise. I know the future is in fuel efficient vehicles, but they make up such a small portion of the market right now that I'm left believing that consumer spending is bound to fall - ultimately hurting Ford.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:20 PM, TMFUltraLong wrote:

    handtomouth42,

    At this point in time, I'm still going with the idea that fuel cell investments are gimmicky, and that goes for Ballard Power Systems (BLDP). I mean it'd be great if the technology could be adopted on a worldwide scale, but that just isn't seeming likely. Ballard is burning cash year after year and frankly its just getting a little old.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:22 PM, 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 12:22 PM, TMFUltraLong wrote:

    mike2004,

    Yeah, I have some thoughts on Potash (POT).... never ever bet against the darn thing. This is the fertilizer mecca and its earnings growth simply can't be matched. I actually had to do a double take when I realized its forward P/E is now below 14. This is a high-growth company that could be a nice value here for investors.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:25 PM, TMFUltraLong wrote:

    bachireddy,

    You did a good job of answering the question for me! =)

    I was going to say that given the rise in overall M&A that we've seen in the past year and a half, I'd feel pretty confident in Evercore Partners (EVP) bottom line. The company has a solid 2% dividend and strong management. As I said, you did a good job of answering your own question.. thanks!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:28 PM, MegaEurope wrote:

    radscavenger, check out Interactive Brokers.

    Joshmarist, I suspect HOV has been declining because it is not worth $3 per share, not $2, not even $1, but $0.

  • Report this Comment On May 04, 2011, at 12:29 PM, TMFUltraLong wrote:

    Brent1228,

    I'm not sure where Satcon is going to wind up, but I can say the company can't meet earnings expectations to save its hide. Revenue growth is impressive, as it is for most alternative and renewable energy providers The real differentiating factor so far has been whether or not it can turn a profit, and the answer at the moment is no. I'd wait for the company to turn a profit and potentially reevaluate there.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:30 PM, mikejw wrote:

    Ultralong

    Your thoughts on Lentuo International Inc. (LAS), which is a Beijing based car dealership that is looking to expand past Beijing.

    Given the recent sell off in Chinese stocks (especially RTO stocks, LAS is an ADR which was brought to market by HSBC as an IPO), do you think the sell off is overdone and represents a buying opportunity?

    Cheers,

    mikejw

  • Report this Comment On May 04, 2011, at 12:34 PM, TMFUltraLong wrote:

    thruhiker09,

    As it is with all Chinese small-caps, the only reason concern with a company like China Digital TV Holding (STV) is whether or not we can trust these figures. I'm of the opinion that not every Chinese company can be a scam, so with $3+ in cash and at 8.5 times 2012 earnings, the stock is mildly undervalued. I'm not sure I see this as a long-term hold, but that's a determination you need to make for yourself.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:38 PM, David369 wrote:

    CMG and international move. Look good to you or is it near a plateau.

  • Report this Comment On May 04, 2011, at 12:39 PM, Bachireddy wrote:

    What's your take on SAM?

    I'm a big fan of consumer discretionary companies that have cult-like followings and are passionate about their products.

  • Report this Comment On May 04, 2011, at 12:40 PM, TMFUltraLong wrote:

    Joshn268,

    I'm going to cheat on the 2 stocks since I recently did a write-up on both of them:

    Genco Shipping (GNK)

    http://www.fool.com/investing/general/2011/04/07/playing-the...

    Corning (GLW)

    http://www.fool.com/investing/general/2011/01/20/this-cheap-...

    As for your question regarding discounted free cash flow, I think my Foolish colleague Andrew Sullivan says it best here:

    http://www.fool.com/investing/general/2011/02/24/4-reasons-w...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:40 PM, dharr2449 wrote:

    I just signed on. What are the 2 re-recommended stocks that where talked about in the introductory video?

  • Report this Comment On May 04, 2011, at 12:42 PM, bruce747 wrote:

    What is happening with BYD??? Munger still likes it, but he got in when it was dirt cheap! Should I hold what I have--which I bought at around 8, sell, or buy more on this continued downturn in stock price?

  • Report this Comment On May 04, 2011, at 12:44 PM, TMFUltraLong wrote:

    RICOJSUAVE,

    Yes, Akamai (AKAM) is actually a cloud play, but not the most obvious one. It's in a highly competitive space so for now its sacrificing pricing power in order to drive business. Thats the main reason that its guidance for the second quarter was....well...lousy. I still feel it makes for a more attractive play than Limelight Networks (LLNW) and it should see sequential growth return later in the year.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:45 PM, TMFCADeb wrote:

    I've been looking at both IPGP and II-VI but these are highly technical companies in an industry that I don't understand. Can you help me understand - are they in the same market? If not, what are the differences?

  • Report this Comment On May 04, 2011, at 12:45 PM, orangeate wrote:

    What are your top value stock picks? Any good ones in the current market?

    Also, I'm a busy professional would doesn't have time to sift through the fundamentals to find good value picks. Do you have a few favorite online resources to get value investing ideas? How about value ETFs or other funds?

    Thanks!

  • Report this Comment On May 04, 2011, at 12:49 PM, TMFUltraLong wrote:

    truleuneek,

    In the long-term I don't see how you can bet against silver or gold, but in the short-term I am significantly more bearish on silver than gold.

    My bearishness hasn't stopped me though from dabbling in the metals sector. I currently own shares of Golden Star Resources (GSS) and have Thompson Creek Metals (TC) and Aurizon Mines (AZK) on my Watchlist.

    DISCLOSURE: I OWN GSS

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:51 PM, TMFUltraLong wrote:

    Nostrademous,

    I think you'll get a sense of my feelings regarding Chipotle Mexican Grill (CMG) from this article I recently wrote:

    http://www.fool.com/investing/general/2011/04/08/3-stocks-ne...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:55 PM, Maqfool2 wrote:

    Hi UL,

    Any comments on MOS as an investment and on MOS/Cargill share deal?

  • Report this Comment On May 04, 2011, at 12:58 PM, TMFUltraLong wrote:

    clutch410,

    I think a reverse split for Citigroup (C) is a smart move. The company has been ostracized from some institutional portfolios because of its diminutive share price and this will rectify that problem. Investors also remember when Citi regularly traded for $40-$60 a share, so while this does nothing to change Citi's market cap, it does play into investors psyche.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 12:59 PM, jargonific wrote:

    Are folks now selling out on Silver Wheaton or waiting today's "come back" as usual? It usually rotates back up at around 2 PM EDT.

  • Report this Comment On May 04, 2011, at 12:59 PM, rkeyes47 wrote:

    Hey,

    I've been looking at $EGAS for a long time now, and i'm intrigued by their purchases of pipeline utilities in PA and Ohio, and they payout a killer dividend. What's your opinion on them?

  • Report this Comment On May 04, 2011, at 12:59 PM, jargonific wrote:

    NEW YORK—Sharp declines in silver, alongside a stronger dollar, pummeled precious metals, snapping gold's four-day winning streak as investor sentiment soured.

    NYT -- Silver for May delivery settled down $3.502, or 7.6%, or $42.576 per troy ounce on the Comex division of the New York Mercantile Exchange.

    CME Group Inc., which owns Nymex, raised trading margins on silver for the third time in eight days. The new rules call for speculators in the benchmark 5,000-ounce contract to put up $16,200 per contract to day trade and an additional $12,000 to keep that contract overnight. Both requirements come in to force at the ...

  • Report this Comment On May 04, 2011, at 1:00 PM, Barrett66 wrote:

    Yesterday there was a posting about red flags for raxspace (RAX). Can you tell me what is going on?

  • Report this Comment On May 04, 2011, at 1:00 PM, jargonific wrote:

    Sorry, that was WSJ

  • Report this Comment On May 04, 2011, at 1:01 PM, TMFUltraLong wrote:

    weddicaq,

    Imperial Petroleum (IPMN.PK) is not one that I'd heard of before today so I doubt I'd be a good person to ask about it. I did a quick glance at the company and I'm impressed with its profitability, but its revenue stream seems relatively erratic at this point in time. The company needs to make a few deals and get listed on a major exchange to really see its full potential.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:02 PM, TMFUltraLong wrote:

    clutch410,

    I actually have no desire to see a photo of a dead Osama Bin Laden...so I'll say no.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:03 PM, mrhainey wrote:

    Could you give some information on the risk of the shares offered in the secondary market auctions by companies such as sharespost and secondmarket. I'm not asking this question regarding the shares real or imagined value or the companies market capitalization prior to an IPO but the certainty that if you pay for Common B shares at auction you'll recieve Common B at the time of the IPO with no strings attached to them. These companies processing transactions in the secondary market are without a history and fraud is too often a part of investment these days.

  • Report this Comment On May 04, 2011, at 1:04 PM, meigh3 wrote:

    Hi- I'm sitting here staring at this huge excel spreadsheet I created trying to figure out what makes more sense for my family to do: sell a condo we own (whose current tenant we might lose soon) and buy where we live, or wait to sell and keep renting where we are. I understand that this decision just comes down to numbers, but there are so many variables and this is not my strong point. Can you recommend any resources for how to analyze this information?

    Very gratefully,

  • Report this Comment On May 04, 2011, at 1:06 PM, TMFUltraLong wrote:

    bluecollard,

    My favorite speculative play has to be two of my own holdings: either Artificial Life (ALIFE.ob) or Jiangbo Pharmaceuticals (JGBO).

    Jiangbo is speculative because its under the umbrella of Chinese small caps but it does have (if the balance sheet checks out) more than $8 in cash per share. It also reported $1.74 in EPS through the first six months. The stock is currently just a hair over $4.

    Artificial Life as I mentioned earlier is facing potential accounts receivable worries after letting go of KPMG last month. Since then the company has hired BDO and we're waiting for the company to file its now very late quarterly and annual report.

    DISCLOSURE: I OWN ALIFE.OB & JGBO

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:08 PM, TMFUltraLong wrote:

    Clutch410,

    I think a split could be possible from Caterpillar (CAT), but my guess is we wouldn't get that announcement until $120+ per share. Splits play on an investors psyche and anything less than $50 for Caterpillar may scare away some investors.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:09 PM, Jazzenjohn1 wrote:

    Ford Motor Co. is thought to have serious debt issues, but they've paid back a staggering amount. How does its current debt compare to Honda which is reckoned not to have a debt problem? How do you back out Ford credit to get an accurate picture?

  • Report this Comment On May 04, 2011, at 1:23 PM, TMFUltraLong wrote:

    jws04f,

    Coca-Cola (KO) is a long-term holding for many, so unless you're looking for a short-term trade, there shouldn't be too much disadvantage to adding to it at any time. In fact, fellow Fool Anand Chokkavelu did some painstaking work to figure out that:

    http://www.fool.com/investing/dividends-income/2011/04/21/th...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:26 PM, TMFUltraLong wrote:

    MegaEurope,

    Thanks for the help.. I'm an ETRADE guy so I'm not as familiar with other brokerages content.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:28 PM, LynchJunior1 wrote:

    What about real estate in the next 5-10 years, specifically what are your views on REITS, also id like some input on the NLY , BKCC , KFN, and most importantly NBS stem cells

  • Report this Comment On May 04, 2011, at 1:31 PM, TMFUltraLong wrote:

    mikejw,

    Lentuo International (LAS) has a chance to be a nice value, but its most recent quarterly report scared the bejeezus out of investors. It's earnings miss coupled with the pervading Chinese small-cap scare and its low volume are enough to scare most investors away. Even I admit that while the valuation seems tempting, I'd want to see them deliver on earnings before I'd give it the thumbs up.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:31 PM, TheLattice wrote:

    How do you think CPST valuation fits into a bigger/future picture?

  • Report this Comment On May 04, 2011, at 1:33 PM, TMFUltraLong wrote:

    David369,

    I actually answered this question above regarding Chipotle Mexican Grill (CMG). Here's my opinion on the company:

    http://www.fool.com/investing/general/2011/04/08/3-stocks-ne...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:34 PM, lambcomplex wrote:

    Any opinion on PEB? Or more generally, any suggestions on what to look for in a REIT?

  • Report this Comment On May 04, 2011, at 1:35 PM, TMFUltraLong wrote:

    Bachireddy,

    As someone who is an avid microbrew lover, I can appreciate Boston Beer (SAM) as a company. I do feel it serves a niche market and it gives you one of the few publically traded ways to take advantage of the growing microbrew movement. I've written highly about the stock in the past and continue to feel its long-term growth prospects look good.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:37 PM, Dormin111ob wrote:

    Any opinion on NUIN.OB? It looks great on paper, but I'm wary of all small cap Chinese stocks.

  • Report this Comment On May 04, 2011, at 1:37 PM, TMFUltraLong wrote:

    dhar2449,

    I'm working on getting one of my Foolish colleagues to answer your question.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:38 PM, amv91 wrote:

    Hello, I'm considering RBY. Any thoughts?

  • Report this Comment On May 04, 2011, at 1:40 PM, Nostrademous wrote:

    Netflix (NFXL) - how does it perform compared to the SP500 over next 6 and 12 months?

  • Report this Comment On May 04, 2011, at 1:41 PM, DaveGruska wrote:

    What was your best and worst trade, and what did you learn from each?

  • Report this Comment On May 04, 2011, at 1:41 PM, TMFUltraLong wrote:

    Bruce747,

    Aside from Wynn Resorts (WYNN) I'm getting increasingly bearish on anything having to do with gambling and Las Vegas.. even Wynn has hit a level that I feel is relatively fair. Boyd Gaming (BYD) is looking pricey even here with its profitability once again in question as costs rise. Personally, its not my cup of tea.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:43 PM, LynchJunior1 wrote:

    how do i get a job working for motley fool?

  • Report this Comment On May 04, 2011, at 1:44 PM, joaquingrech wrote:

    Hi there,

    I'm going small cap on this one. Two companies:

    URRE has large reserves but they haven't produce anything for the past year and they don't seem to plan anything for 2011 either since prices of uranium are low. Still, most people seem bullish on it. It's been going down more than 50% already and with no signs of recovering. On fundamentals I see nothing interesting to mention, specially if they don't produce uranium. What's your view on URRE? Is it a good buy or a value trap?

    JBII.PK is my second company. I rated it underperform and it skyrocketed 400% bringing my caps rating down quite a bit. I looked at the company in detail and I just don't get why it jumped so high. On the other hand they seem to make some smart moves from what I see on their statements, although no money making ones... so I'm not sure what to make of them at this point. Any inputs?

  • Report this Comment On May 04, 2011, at 1:47 PM, TMFUltraLong wrote:

    CADeb,

    II-VI (IIVI) is more of a wide-array instrumentation company while IPG Photonics (IPGP) is more of an integrated circuits provider. Though both produce laser-fiber products, its IPGP's main focus while its a secondary focus for II-VI. Hope that helps.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:49 PM, TMFUltraLong wrote:

    Orangeate,

    Thinking value alone, I've got my eye on Research In Motion (RIMM), Cisco Systems (CSCO), Teva Pharmaceuticals (TEVA), Tower Group (TWGP) and Best Buy (BBY) just to name a few.

    I do a lot of my research through the Motley Fool screeners, Yahoo! Finance and my broker ETRADE. I don't have a specific site to recommend by I use a combination of these 3 to start my research.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:51 PM, GusChiggins wrote:

    Why have so many energy stocks sold off since the demise of Bin Laden? Is it because the market is anticipating a decline in unrest in the Middle East? Also, where do you think is the best place to invest in the inevitable natural gas revolution?

  • Report this Comment On May 04, 2011, at 1:54 PM, dankgummy wrote:

    I own a good chunk of Chinese solar manufacturer ReneSola (SOL) and do not understand why the stock value continues to drop when the companies continues to grow and post impressive profit and operating margins. Could you please shed some light.

  • Report this Comment On May 04, 2011, at 1:55 PM, TMFUltraLong wrote:

    Magfool2,

    If I didn't know any better I'd say the fertilizer sector is a hot commodity with the Motley Fool crowd! Mosaic (MOS) is a great company and its deal with Cargill only furthers that point. Pretty much in line with Potash (POT) on forward earnings but it'd be nice if they upped the dividend from the pitiful 0.3% to something meaningful - that might be my only beef with the company. Outside of that I anticipate fertilizer demand will remain strong.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:57 PM, TMFUltraLong wrote:

    jargonific,

    Trying to explain intraday movements can be difficult especially when there's no major movement behind it. Silver Wheaton (SLV) is moving lower in sympathy with silver which has dropped by 20% this week alone. I don't see much reason for the move lower beyond that but it's just pure speculation on my part.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 1:58 PM, pipercub51 wrote:

    Any opinion on RA Rail America?

    Do you think that buying china stocks like AOB, YONG, CGA is just too early at this point in time? It seems as if we are fighting Mr. Market, i.e. the short sellers which whip the stocks constantly downwards. It does appear to be difficult to get an accurate assessment of their financials.

    Thanks for your opinion

  • Report this Comment On May 04, 2011, at 1:58 PM, TMFBrich wrote:

    @dharr2449 ,

    Welcome aboard! I'll email you the report outside of this chat thread. Look for something shortly.

    Best regards,

    Brian Richards

  • Report this Comment On May 04, 2011, at 1:59 PM, JHK52 wrote:

    I am a regular userparticipant of CAPs since joining TMF in Nov 10 and am curious about the CAPS user database. What can you tell us about its participants as a whole. For starters what % of the total is outperforming the S&P 500? How is the 50th percentile doing relative to the S&P 500? How long has has the average user been playing CAPS? Can you break down success on CAPS by year, # of stocks? What is turnover in active stocks? etc?

    A report on the CAPS community would make an excellent article.

  • Report this Comment On May 04, 2011, at 2:00 PM, amv91 wrote:

    Another question if you don't mind. I'm also looking into LEXG. I've read articles about it being the "next oil. Thoughts?

  • Report this Comment On May 04, 2011, at 2:01 PM, TMFUltraLong wrote:

    rkeyes47,

    I like it.... natural gas is a cheap energy play that will eventually have its day. One thing to consider with Gas Natural (EGAS) is that its not going to have huge revenue increases as long as natural gas itself remains under $5. I actually think a buyout offers this company the greatest potential to reward shareholders. Either way you look at it the dividend is solid and the results are relatively stable as long as natty gas stays above $3.50.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:05 PM, AllYouCanEatBuff wrote:

    What's going on with GFRE?

  • Report this Comment On May 04, 2011, at 2:10 PM, TMFUltraLong wrote:

    Barrett66,

    I didn't see any red flags in Rackspace (RAX) other than traders taking some profits off the table after an amazing run. Reuters put out an article yesterday citing Rackspace as a possible takeover target by a larger company, so if anything, the bullish news is still overwhelming this sector.

    http://www.reuters.com/article/2011/05/03/us-dealtalk-manage...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:12 PM, TMFUltraLong wrote:

    mrhainey,

    Secondary markets are potentially dangerous investment vehicles that I highlighted not too long ago:

    http://www.fool.com/investing/high-growth/2011/02/28/this-is...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:14 PM, TMFUltraLong wrote:

    meigh3,

    I would talk to a financial advisor for decisions of that magnitude. Anything I say might be construed as personalized investment advice. Best of luck.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:16 PM, TMFBrich wrote:

    @LynchJunior1,

    You asked, "how do i get a job working for motley fool?"

    Check out jobs.fool.com. We often hire freelancers to write for Fool.com, as well. If you're interested in freelancing, we ask for writing samples. Email me off this thread if you want to learn more (brichards@fool.com).

    Best regards,

    Brian Richards, Fool.com managing editor

  • Report this Comment On May 04, 2011, at 2:18 PM, truleuneek wrote:

    UL,

    How's the coffee supply holding up? Hope you have enough for the rest of the thread. :-)

  • Report this Comment On May 04, 2011, at 2:18 PM, clutch410 wrote:

    UL,

    Since you're high on ALIF.ob right now, what do you feel is its potential or realistic target?

  • Report this Comment On May 04, 2011, at 2:18 PM, TMFUltraLong wrote:

    jazzenjohn1,

    I think people are basing the debt comparison between Ford (F) and Honda Motor (HMC) on 3 things:

    1) Ford has twice as much total debt outstanding as Honda

    2) Based on total operating cash flow in the trailing-twelve months Honda's debt was less than 4 times its cash flow while Ford's debt was more than 9 times its cash flow.

    3) Investors simply feel Ford's long-term prospects are limited given Honda's durability reputation and generally lesser expensive vehicles.

    You wanted an educated guess... well, that's it! =)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:20 PM, TMFCHarris wrote:

    JHK52,

    One great place to find cool stats about the CAPS community is the Player tab, where you can filter players by a number of stats. That said, I've got a couple of better answers for you:

    CAPS Players outperforming the S&P: 66.8% of CAPS players are beating the market with their picks.

    50th Percentile Players: You can see the current players rated exactly 50 here: http://caps.fool.com/PlayerRankings.aspx?filter=24&sortc...

    They change throughout the day, though, (there's a lot more volatility in the middle of the bell curve, interestingly enough) so that data point will be slightly different tomorrow.

    The average rated CAPS player has been playing for about 2 years, but there is a very large contingent of first rounders who have been playing for closer to 4.

    You can see the most recent performance numbers here: http://caps.fool.com/Blogs/update-on-caps-stock-rating/45368...

    And I'm not certain how best to calculate turnover in active stocks, but I can say that there are 5,763 rated tickers, and that number has stayed largely static for the past few years. (Almost all of the stocks that players can pick are rated, and the rates of new listings and delistings are largely equal.)

    Fool on,

    Chris

  • Report this Comment On May 04, 2011, at 2:22 PM, joaquingrech wrote:

    @dankgummy I'm not from Motley Fool, just another fellow member here. I looked out of curiosity at SOL after your post. I think there is doubt about their statements. Look at the statements tab and current assets/current liabilities. From what I can see, they'll run out of cash just by paying the current liabilities. There are 2 options then, they are either able to refinance their current liabilities so that they are longer term or they have to raise cash. Rising cash might be either by stock dilution, improved sales or by reducing netincome. Basically it's a tough call to make.

    I'm curious to see the Fool's take on it too since I discovered that company today.

  • Report this Comment On May 04, 2011, at 2:28 PM, TMFUltraLong wrote:

    LynchJunior1,

    Thats one heck of a long question...

    I think real estate may return to a state of normalcy by 2015, but I'd hardly call owning real estate the investment vehicle it once was. Until then I have little desire to own REIT's...especially with the government hinting at raising interest rates later this year and with housing prices still falling.

    The problem with Annaly Capital (NLY) and Kelso Capital (BKCC) is that their margins will be crushed when interest rates begin to rise. These companies are on borrowed time and their dividends will soon take a major cut methinks.

    KKR Financial (KKR) is a different story. It should be able to carry its earnings momentum forward since it invests in a wide variety of assets.

    I admit to avoiding stem cell companies like the plague, Neostem (NBS) included. Stem cell companies have growing revenue, but none seem to be able to put a dollar in the profit column. In another 3-6 years when the uses are more clear, then these might be solid investments. At this point in time I'm not sold on the sector or this stock.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:31 PM, TMFUltraLong wrote:

    TheLattice,

    You probably don't want my opinion on Capstone Turbine (CPST)..or maybe I don't want to give it for fear of reprisal from the Motley Fool masses.

    I'm a Capstone bear. The company continues to get closer to profitability but it hasn't turned a full-year profit yet. It's burned excessive amounts of cash through the years and has eaten away slowly at shareholder equity. Thats not an investment I'd want to sink my money into.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:35 PM, TMFUltraLong wrote:

    lambcomplex,

    I'm also noticing there is a serious love relationship between REIT's and investors lately.

    REIT's are going to get their margins sliced as soon as interest rates begin to rise.

    As for Pebblebrook Hotel Trust (PEB), I can't be bullish about anything that invests in hotels. Fuel and food prices are rising which should put a crimp on consumers travel habits later this summer. In addition, housing prices are still falling. That 2.2% dividend is simply not encouraging enough to get me to buy into this mess.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:38 PM, TMFUltraLong wrote:

    Dormin111ob,

    I'll agree with you that the company looks great on paper, but I really am not familiar enough with the company to formulate an opinion. I don't follow very many over-the-counter companies and Nutrastar (NUIN.OB) is not one of them. But I think you hit on a key point that small-cap Chinese names that are low volume are scary territory right now.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:41 PM, TMFUltraLong wrote:

    amv91,

    I'm not a fan of Rubicon Minerals (RBY). I'd rather take advantage of gold miners who are able to get their product out of the ground rather than waiting years to mine up "provable" reserves.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:42 PM, cwfreund wrote:

    UL,

    I've been looking for a company to invest with a time horizon of about 1 year. What industries/sectors would you consider to be a solid bet for that time horizon?

  • Report this Comment On May 04, 2011, at 2:43 PM, TMFUltraLong wrote:

    Nostrademous,

    I've incorrectly been a Netflix (NFLX) for more than a year now and it has proven me wrong more than once. Still, I can't get over its expense structure and subscriber growth rates. I don't see how the company is going to control content expenses while also growing subscriber growth in double digits. I'm pretty sure the market has baked double-digit growth into Netflix, so anything less than that could be met with a nasty surprise. My vote is for an underperformance relative to the S&P 500.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:44 PM, JAH87 wrote:

    TMF recently provided insight to the Cloud Computing space. Might I request the same coverage for the smartphone space covering hardware, contract mfg, apps developers and infrastrucutre. I see that as a large opportunity but could use your expert analysis. Thanks

  • Report this Comment On May 04, 2011, at 2:50 PM, TMFUltraLong wrote:

    Streeter123,

    I actually have my best and worst trade listed in my profile:

    Best trade: Wells Fargo (WFC) Puts

    Worst trade: Cigna (CI) Calls

    But just to change things up, let me talk about two trades within the past 2 years that taught me a few things.

    On the downside I lost a clean 97% on my S&P 500 SPDR (SPY) puts in August of 2009. You know that whole saying that the market can stay irrational longer than you can stay solvent...yeah they aren't kidding.

    Recently (as in this week) I logged a near triple-digit percentage gain owning silver puts. I got lucky and timed the silver high almost perfectly, but am kicking myself today for not having the guts to hold. The lesson is that all speculative bubbles do indeed come to an end.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:50 PM, svaiskau wrote:

    Do you have any thoughts on AINV? They make their money off of spreads on loans to risky borrowers and pass along a hefty (9.6%) dividend to shareholders. They're trading at a high PE, but projecting decent sales growth. There might not be much capital appreciation on the stuck, but is this dividend too good to pass up for the next couple years until the credit market loosens up a bit and bigger banks resume making slightly riskier business loans?

  • Report this Comment On May 04, 2011, at 2:55 PM, TMFUltraLong wrote:

    joaquingrech,

    The earthquake in Japan is going to kill uranium prices for the foreseeable future. Uranium Resources (URRE) might seem like a good value now but it could get even cheaper as the company chooses not to mine anything. I'm avoiding the entire uranium sector despite the fact that I am not bearish on nuclear energy as a whole.

    JBI (JBII.pk) is a goofy stock that daytrades often manipulate. I vaguely remember betting against this in CAPS last year. I no longer follow this company so I'd recommend reading up on what I said about it back then to get a gist as to why I disliked it then. I'd bet hardly a thing has changed since then.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 2:56 PM, forester84 wrote:

    What do you think of sify for a long term buy and hold? What did you think of the quarterly earnings report yesterday? Thanks- you guys are awesome.

  • Report this Comment On May 04, 2011, at 2:58 PM, Nostrademous wrote:

    Any thoughts on Procera Networks (PKT). They have a fairly decent (although volatile) rise since early February. Future?

  • Report this Comment On May 04, 2011, at 3:01 PM, TMFUltraLong wrote:

    GusChiggins,

    Energy sold off in large part because the death of Osama bin laden is one less thing to worry about - and commodities tend to rise based on uncertainty. It also fell because nothing fundamentally changed with Osama's death, so once reality sunk into the market investors decided it was time to take profits.

    As for the second part of your question, rather than investing in natural gas companies themselves, I'd consider owning the pipelines that it gets transported through.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:05 PM, TMFUltraLong wrote:

    dankgummy,

    The biggest concern with ReneSola (SOL) is its pricing power. It's average selling prices are falling dramatically. As it's margins get crushed, so will its stock price. I know you're currently looking at a company trading at less than 5 times forward earnings, but its likely if ASP's continue to fall that this number could rise to 8-10. This is a deceivingly company that appears cheap. I much prefer JA Solar (JASO) instead.

    http://www.fool.com/investing/general/2011/04/20/10-small-ca...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:09 PM, kingbrethew wrote:

    What is your opinion on citigroup? do you think theirs a chance for the stock to go up?

  • Report this Comment On May 04, 2011, at 3:10 PM, alanroland wrote:

    Would you give me a run down of why Freeport-McMoRan Copper & Gold Inc. had such a fall today? Will this stock regain its momentum?

    Thanks!

  • Report this Comment On May 04, 2011, at 3:12 PM, TMFUltraLong wrote:

    pipercub51,

    Almost anything railroad is on my bull list, Rail America (RA) included. As fuel prices rise, the need for rail transport only increases. Not surprisingly, Rail America has handily beat expectations in the past four quarters.

    To answer the second part of your question I have really shyed away from Chinese small-caps in everything other than CAPS. There are indeed too many short-sellers and too many SEC investigations for my liking.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:15 PM, TMFUltraLong wrote:

    amv91,

    Without putting any money on the line, I'd call Lithium Exploration (LEXG.OB) the next great pump and dump. Here's a company that has no operations, questionable management, and paid promoters to tout their stock higher. I'm frankly flabbergasted the stock has made a run this high. I wouldn't be shocked to see it trading under $0.50 a year from now.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:19 PM, TMFUltraLong wrote:

    AllYouCanEatBuff,

    Same thing as what we've talked about above. Gulf Resources (GFRE) is dealing with accounting irregularity questions and until its dealt with these issues I'd avoid the stock. It could be an incredibly cheap company, or it could be a notorious value trap.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:21 PM, TMFUltraLong wrote:

    truleuneek,

    Ya know I actually haven't had any coffee yet, but given that I'm on the West Coast (and I woke up at 5am) I'm starting to droop my head a bit. I'm heading up to Starbucks in about an hour to grab some java.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:23 PM, MegaEurope wrote:

    TMFUltraLong,

    What's your favorite emerging market telecom? Partner (PTNR) and Cellcom (CEL) have great numbers, but their growth might be constrained by Israel's size. Maybe Millicom (MICC)?

  • Report this Comment On May 04, 2011, at 3:23 PM, caburke37 wrote:

    What is your take on COTE? Would you advise company names or links to Fool articles discussing companies that are in the running for technical advances in motor vehicle (train and car) batteries and UAVs? Thanks for your time and effort today!

  • Report this Comment On May 04, 2011, at 3:24 PM, TMFUltraLong wrote:

    Clutch410,

    I don't have a value where I'd "for sure" sell Artificial Life, but assuming its financials receive an A-ok from its new auditor BDO, then I'd say $1.20-$1.30 seems like a fair valuation to begin unloading. Long-term I think $2.25 seems fair.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:26 PM, TMFUltraLong wrote:

    cwfreund,

    I can't provide specific company names in this context, but I really do like the railroad, banking, technology and pharmaceutical sector in the next 6-12 months.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:28 PM, TMFUltraLong wrote:

    JAH87,

    I will pass that along to my Foolish colleagues. Our technology specialist Eric Bleeker might be the perfect candidate to write that article.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:30 PM, mia2011 wrote:

    Is now a good time to jump back into REITs?

    Will small caps continue to do well?

    Thoughts on VRA?

  • Report this Comment On May 04, 2011, at 3:31 PM, TMFUltraLong wrote:

    svaiskau,

    I think this dividend will be paid with regularity until the Fed begins raising rates. Once that starts happening you can expect the default wave on those less-than-creditworthy people to begin rising again. I'd figure that Apollo Investments (AINV) has another 6-8 months left before its margins begin feeling a slight pinch.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:34 PM, TMFUltraLong wrote:

    forester84,

    Sify Technologies (SIFY) could be a decent long-term bet, but I'd hardly advocate making that bet at these near parabolic levels in the stock. The company is still losing money and revenue growth was less than exciting at 2.6%. Investors are looking way too far into the future with Sify's current valuation and I'd be a near-term seller here.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:36 PM, LynchJunior1 wrote:

    what will be the most profitable business over the next 10 years?

  • Report this Comment On May 04, 2011, at 3:37 PM, JHK52 wrote:

    Thank you for an excellent response to my inquiry about the CAPS community. I think that is striking that 60% of CAPS participants are able to beat the S&P 500 on a regular basis. It seems a good group to be a part of.

  • Report this Comment On May 04, 2011, at 3:37 PM, TMFUltraLong wrote:

    Nostrademous,

    Procera Networks (PKT) is one of my speculative 3 stocks for 300% in 2011. It's a great little company that's just turning profitable and should be able to grow at more than 40% through early 2013. I feel they will surprise the lone analyst estimate to the upside. Still a two thumbs up pick.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:38 PM, forester84 wrote:

    this question shows how new i am to investing, i'll admit that. is there a valid comparison to make between bidu in its early stages and sify now? are there similarities at all? i keep hearing people say this is the bidu of india.

  • Report this Comment On May 04, 2011, at 3:41 PM, TMFUltraLong wrote:

    kingbrethew,

    Citigroup (C) is actually in better shape than I had anticipated when I looked at recently. Costs are being kept under control and revenues have stabilized. I think it'd be very reasonable for Citi to trade at its book value which is currently 25% higher than where it's trading. Once it performs a reverse split and institutions flock to it in droves, Citi should be right back in the thick of the banking sector.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:42 PM, JHK52 wrote:

    Excuse me, 66.8% of CAPS players beating the market!

  • Report this Comment On May 04, 2011, at 3:43 PM, YM7820 wrote:

    Hey UL,

    Have been keeping tabs and reading your blogs/articles for a while. I'm taking a whipping on BSPM. What are your thoughts on this company? Do you think there is some 'fuzzy math' going on or is this company legit? Thanks for the help.

  • Report this Comment On May 04, 2011, at 3:44 PM, TMFUltraLong wrote:

    alanroland,

    Freeport-McMoran (FCX) is selling off because it's the largest provider of copper in the world.. and copper is trading at multi-month lows. Freeport has always been very susceptible to metals price swings even though it has a healthy balance sheet and a diverse range of metals. I would keep an eye on today's move, but I wouldn't let it change your long-term view of the stock.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:50 PM, TMFUltraLong wrote:

    MegaEurope,

    I think I'll bore you to death with my answer, but I'm not a fan of any emerging market telecoms. Honestly, the only foreign telco's that pique my interest are Vimpelcom (VIP), Mobile Telesystems (MBT) and Telecom Corp of New Zealand (NZT).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 3:56 PM, yeeri wrote:

    Hi there,

    curious about your thoughts on PDN.TO uranium mine out of australia and your general outlook on uranium after the japan crisis... thanks!

  • Report this Comment On May 04, 2011, at 3:56 PM, TMFUltraLong wrote:

    caburke37,

    Coates International (COTE.ob) is actually not a company that I follow. As I mentioned earlier, I don't follow many over-the-counter companies.

    What I can do is recommend related companies:

    Valence Technology (VLNC), A123 Systems (AONE), Advanced Battery Technologies (ABAT), Tesla Motors (TSLA), China BAK Battery (CBAK), and Kandi Technologies (KNDI).

    That should get you started.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:01 PM, TMFUltraLong wrote:

    mia2011,

    Seriously...there is some mad investor love over REIT's. If you use the CTRL + F function you can review previous posts where my bearish opinion on most Reit's can be reviewed.

    If the market pulls back, which it most definitely should, small-caps will likely underperform (as they usually do). On the all, I do anticipate mid-caps to be this years outperforming class group.

    Vera Bradley (VRA) has been exceeding expectations recently, but this retailer is not my favorite. Recently the company announced a dilutive secondary offering. In addition, if energy prices keep rising it could have a negative impact on the company's sales. Don't get me wrong, it's not a bad company, but I have others in the retail sector that I prefer more.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:08 PM, orvismeadow wrote:

    I really enjoy Ask A Blunt Man!

    Any pipeline companie that you would recommend?

    Thanks!

  • Report this Comment On May 04, 2011, at 4:15 PM, jrotonti wrote:

    How do you calculate FCF for a bank? I know it's different than just doing operating cash flow less CapEx, but what is the formula? Is FCF something to look at when evaluating a bank?

    What other metrics do yo look at when analyzing banks? I typically lool for Total Equity/Total Assets of 5% or greater and ROA of 1% or greater (from Peter Lynch). Thanks. Love the site.

  • Report this Comment On May 04, 2011, at 4:17 PM, TMFUltraLong wrote:

    LynchJunior1,

    If I had the answer as to what business would be the most profitable in the next 10 years I'd have retired by now =)

    Fellow Fool Christopher Barker makes a good argument why Silver Wheaton is the most profitable company on Earth. You should check it out:

    http://www.fool.com/investing/general/2011/03/04/the-most-pr...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:18 PM, clutch410 wrote:

    UL,

    Do you feel that Amazon.com is one of those companies that will just keep climbing and climbing (i.e. Apple)? It offers everything (Kindle, streaming movies, aftermarket sales, etc) a consumer and merchant could want.

    I think Amazon will be the go-to place for shopping and potentially be one of the most recognized and largest companies over the next decade possibly replacing Wal-Mart.

    What do you think?

  • Report this Comment On May 04, 2011, at 4:19 PM, drborst wrote:

    This looks like its mostly stock questions, but I have one that is more general and haven't had luck looking it up.

    What happens to 401K and the Roth version of same should the owner die ahead of schedule?

    DRB

  • Report this Comment On May 04, 2011, at 4:20 PM, TMFUltraLong wrote:

    forester84,

    I think the comparison between Baidu (BIDU) and Sify (SIFY) is more for emphasis than actual similarities. Baidu even in its youngest stages when brought to market was further along than Sify. It's going to take time before Sify even remotely looks like a buy.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:25 PM, nshamapant wrote:

    Whats been up with Neostem Inc? Do you think its undervalued?

  • Report this Comment On May 04, 2011, at 4:28 PM, TMFUltraLong wrote:

    JHK52,

    And there's the value of CAPS in writing =)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:30 PM, clownjunkie wrote:

    I am a Frontier Oil (FTO) shareholder they announced a merger with Holly Corporation (HOC) both are oil refineries. As a FTO shareholder I will get .4811 shares of HOC on close of February 18, 2011. At that day the price was $56.11 so that would mean $27 that FTO shares would be valued at. Today 5.4.11 FTO stock is at $25. I bought 1 share of FTO at $25 and when FTO/HOC merge that means that my share would be really worth $27 so I would net $2? Or am I missing something. I am just attempting to figure out what the value of my shares will be when the merger happens.

    This is their press release if it helps you get the data. http://investor.shareholder.com/fto/releasedetail.cfm?Releas...

  • Report this Comment On May 04, 2011, at 4:33 PM, TMFGalagan wrote:

    @drborst -

    When you sign up for your 401(k), you name a beneficiary who is entitled to inherit it should you pass away before you use up the entire account. The beneficiary has a number of choices on how to take the money.

    Here's an article that describes some of the process for IRAs, which is fairly similar to 401(k)s except that with a 401(k), your heirs have to work with your employer. http://www.fool.com/investing/ira/2006/08/23/how-to-inherit-...

    best,

    dan (TMF Galagan)

  • Report this Comment On May 04, 2011, at 4:36 PM, TuesdayNightWC wrote:

    What are good investments when interest rates are rising?

  • Report this Comment On May 04, 2011, at 4:36 PM, TMFUltraLong wrote:

    YM7820,

    I would have said sure, Biostar (BSPM) is legit until its CFO resigned last month. These days who knows what's real anymore with these Chinese small-caps. If they'd all just hire a reputable auditor none of this would even be a worry.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 4:40 PM, 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 4:55 PM, investwisely42 wrote:

    What is your short and long term view of Qualcom, EMC, Freeport-Mcmoran, and Local.com? QCOM, FCX, and EMC just reported earnings along with raised guidance.....Local.com did not fair as well...Do you think LOCM is still a candidate for a takeover from someone like Yahoo or similar?

    Thanks!

  • Report this Comment On May 04, 2011, at 5:10 PM, arcohen22 wrote:

    Two companies I like long-term that have gotten cheaper lately: TAT and BYDDF.PK. any opinion on them?

  • Report this Comment On May 04, 2011, at 5:11 PM, investwisely42 wrote:

    I have noticed that Google has underperformed the market since it released earnings including many days when the Nasdaq was up big...with that said, if Larry Page maintains the constant spending through 2011, do you think Google will just be in a narrow range until the next earnings report and we see if the earnings are still good and more importantly if the spending is sky high again? Many think the stock is suffering simply because of his spending since the revenue beat even though it missed by 2 cents..

    Thanks!

  • Report this Comment On May 04, 2011, at 5:19 PM, TMFUltraLong wrote:

    orvismeadow,

    Thanks for bearing with me while I ran up the street to my local Starbucks and my favorite lunch place.

    So favorite pipelines huh (I'm going to assume oil & gas, not biotech)...

    El Paso (EP) and Oneok (OKE) are my fav's in that sector. You can just tuck them in your portfolio and check back 5 years or more later.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:26 PM, TMFUltraLong wrote:

    jrotonti,

    You know I was going to answer this question and be done with it, but I think you've given us a GREAT idea for an article where we could go more in depth and answer your question. So I'll ask for patience....I'm not going to answer that here, but I promise we'll crank out something meaningful for you very soon.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:34 PM, TMFUltraLong wrote:

    clutch410,

    I wouldn never say that a company is going to keep climbing forever but *coughAmazonisgoingtokeepclimbingforevercough* anything is possible. Pardon my coughing...

    Yeah I wouldn't DARE bet against Amazon (AMZN). Where else can you go and get 37% growth from a $90 billion company? Nowhere! It has its hands in everything now and the margins are insane. My favorite part about Amazon...how tied Jeff Bezos is to its success:

    http://www.fool.com/investing/general/2011/04/20/these-ceos-...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:36 PM, n8barns wrote:

    What are your thought on Transocean (RIG). I am a long time owner of the stock. Right now it is basically trading at book value. They reported earnings tonight of .96 vs .80 est. However .43 of it was one-time item. My view is that this is the toughest time this company has ever had due to the Macondo spill, but the valuation seems crazy if they are making any money at all. The BP lawsuit against them will prob takes years and will settle for much less than what they initially ask for. Your thoughts please. Thanks!

  • Report this Comment On May 04, 2011, at 5:38 PM, TMFUltraLong wrote:

    nshamapant,

    We actually discussed Neostem (NBS) earlier which you can find using the CTRL + F function on your keyboard. But just for the sake of it, the summary is that no I'm not a huge fan of anything relating to stem cells. These companies are growing revenue at rapid rates, but they aren't adding anything to the bottom line. Give Neostem and the sector at least three more years to ripen.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:43 PM, TMFUltraLong wrote:

    clownjunkie,

    From the way I see it, you're going to get 0.4811 shares of Holly (HOC) on the day the transaction closes, not necessarily when the deal was announced. I noticed that Frontier (FTO) paid out a special $0.28 dividend on March 21st, so you may or may not have received that as well. Based on what I can tell, from today's close, Frontier shares are worth closer to $25.13.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:45 PM, investwisely42 wrote:

    Apple is trading less than it did in January. Why do you think its not progressing forward if the earnings are robust? I understand about Steve Jobs situation but dont you think its already priced in? Is there anything else that is preventing it from moving forward? Margins seem fine based on last earnings report, the I-pad competition seems rather weak so what do you think?

  • Report this Comment On May 04, 2011, at 5:47 PM, TMFUltraLong wrote:

    TuesdayNightWC,

    Again...another GREAT question that I think I should make an entire discussion about. I'll give you a little teaser here biut I'm writing down this question for further research.

    When interest rates rise, you're going to make money with interest rate sensitive companies (think banks) and more simplified investment vehicles (CD's, corporate bonds).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:50 PM, TMFUltraLong wrote:

    Adagion,

    I wouldn't put the Chinese internet sector in bubble territory just yet. Unlike most bubbles there is significant growth behind these names. Unlike bubblicious names that often sport 100 P/E's, many of these names trade at 20-30 times earnings but still maintain PEG's at or near 1 (a very reasonable valuation considering the sector). Just in case I failed to mention it already (actually this will be my 3rd time), Sohu is my favorite name in this space.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:50 PM, bfhutchings wrote:

    What are your ideas on LEGX the Lithium Exploration company.Have you heard anything about it? If so, how do you feel about it?

  • Report this Comment On May 04, 2011, at 5:54 PM, TMFUltraLong wrote:

    investwisely42,

    I'm going to lump that list of companies together precisely as you did. EMC (EMC) and Freeport-McMoran (FCX) are my favorite names by far on that list of four companies. Qualcomm remains a solid choice, I just don't see the mind-boggling growth there like we did a decade ago.

    Local.com is not a company I'm particularly fond of. It's one of those companies that manages to bore me to sleep with its business and growth model. I wouldn't be shocked though to see it get snatched up within the next 3 years by a considerable larger rival who has no clue what to do with its cash. Still, I'd add it to my watchlist but keep my money far away.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 5:57 PM, FishbowlTriumvir wrote:

    TNDM has seen an ongoing trend of rising billable minutes and falling profits. Their value proposition is the network effect. Do you think they'll get big enough to derive some actual pricing power from network effects? Which is more important in the long run, their phone business or their Ethernet business?

  • Report this Comment On May 04, 2011, at 6:02 PM, TMFUltraLong wrote:

    arcohen22,

    TransAtlantic Petroleum (TAT) has a shot to be great, but I'd wait in the wings until the company becomes cash flow positive. Until then its 100%+ jumps in revenue are meaningless.

    Now my opinion on BYD (BYDFF.pk) has taken a turn for the bullish side. I'm mildly bullish on the electric vehicle and battery sectors and think though thinly traded, this could be a strong performer. As usual, if the company would get listed on a national U.S. market I'd feel a lot safer about it.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:03 PM, Archimonde wrote:

    Do you have an opinion on ATP oil and gas (ATPG)? They seem to be making progress and getting drilling permits (more than any other independent) but their share price is drastically beaten down.

    Do you know why most of these independents are getting punished (SGY, etc)?

    Also, any opinion on the direction of crude?

  • Report this Comment On May 04, 2011, at 6:05 PM, TMFUltraLong wrote:

    investwisely42,

    You have to spend money to make money and Google (GOOG) is no different. I'm all for them opening up their wallet and dishing out cash left and right - it's obvious the company knows what it's doing with revenue growth expected to exceed 20% into 2013. Sometimes Wall Street analysts are fools (the bad kind again)....I say let them spend!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:07 PM, MegaEurope wrote:

    TuesdayNightWC, my take on your question.

    In a increasing rate environment, banks with low cost of capital will do well. Wells Fargo for instance is known for having a dedicated deposit base that lets them pay below market interest rates on their savings.

    Also floating rate funds like PFN, FRA and KFN have the potential to do well. Most people have never even heard of floating rate funds, might be time to change that.

  • Report this Comment On May 04, 2011, at 6:08 PM, TMFUltraLong wrote:

    n8barns,

    To me TransOcean (RIG) is a no-brainer buy. The company will have the BP (BP) lawsuit tied up in court for 3-5 years minimum, and in that time RIG will have produced somewhere in the realm of $12-$20 billion in operating cash flow. This company is dirt cheap and the only people not investing in this should be doing so on the grounds of ethics only (i.e. from the spill), because the fundamentals more than back up its valuation in the high $60's.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:11 PM, TMFUltraLong wrote:

    investwisely42,

    The only reason Apple hasn't shot up like a bottle rocket is investor psychology. Investors have a hard time fathoming Apple as the largest company in the world. But if it keeps reporting earnings which continue to crush estimates, there's going to be no doubt that it will soon surpass Exxon Mobil (XOM). At this rate Apple is going to be able to bail out a small country in Europe all by itself....

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:13 PM, TMFUltraLong wrote:

    bfh2o,

    I ripped apart Lithium Exploration (LEXG.ob) earlier in this thread. Feel free to use the CTRL + F function to locate it by name or ticker.

    The quick summary was that the company has questionable management, no operations to speak of and losses mounting. I firmly believe this is the epitome of a pump and dump scam given that it paid promoters to pump up its stock price.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:15 PM, investwisely42 wrote:

    As a follow up to my earlier question about your view on FCX, will this continue to slide downward if copper prices keep slipping too even with robust earnings? Also, do you think EMC is a better stock than VM Ware since EMC has a good stake in it? EMC's seems to be trading fairly cheap relative to its projected earnings? Your thoughts?

    Thanks again!

  • Report this Comment On May 04, 2011, at 6:18 PM, MAURY56 wrote:

    EK: Ok, I know this is off the wall but I heard a guy talking in the gym locker room (always a hot place to get good financial information !!!) and he said EK was involved in a law suit that if they will, will validate many of their critical patents and will provide a really big windfall as other companies iwll have to pay them for their rights. I ahve tried to sniff this out and was unable to find out anything. Do you guys know what I am talking about. Is EK a good buy below $3 ?

    Maury56

  • Report this Comment On May 04, 2011, at 6:18 PM, TMFUltraLong wrote:

    Fishbow Triumvir,

    You have some well thought out questions.

    So Neutral Tandem (TNDM) has been a favorite of mine and The Fool for a while, but it has had trouble maintaining its margins. I feel that the company is going to have to improve operations on the phone/voice side of its business since that continues to be nearly three-quarters of its business. Neutral Tandem is still debt-free and trading at a reasonable valuation, but darned if it can't keep its costs in check for more than one to two straight quarters.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:19 PM, investwisely42 wrote:

    Thank you for answering all of these questions! you are the best! Do you think its dangerous right now to invest in the Financials, particulary Goldman Sachs or JP morgan or Citigroup? Some are saying that its still dangerous to touch any of the banks, commercial or investment houses? your thoughts on this?

  • Report this Comment On May 04, 2011, at 6:19 PM, MAURY56 wrote:

    EK Typo: .. if they WIN, will validate...

    Maury56

  • Report this Comment On May 04, 2011, at 6:21 PM, bfhutchings wrote:

    What are your feelings on the Future of F, NKE, and HGG i Really think they are solid companies with huge underestimated upsides!

  • Report this Comment On May 04, 2011, at 6:23 PM, TMFUltraLong wrote:

    Archimonde,

    To take this question in absolutely no order...

    I mentioned earlier in this thread that I anticipate oil to trend higher over the long-term. It's true valuation near-term is probably closer to $80-$90, but I think this has become the new norm.

    ATP Oil & Gas (ATPG) is a company I highlighted not too long ago as a solid investment. You can read my thoughts about the company here:

    http://www.fool.com/investing/general/2011/04/08/these-heavi...

    As for why the rest of the smaller independent's are taking it on the chin this week, I think it just has to do with the 4% downward move in oil. Reserves came in higher than expected this week and its only natural for these highly leveraged companies to be sold off when oil prices turns south. I wouldn't look into it much more than that.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:25 PM, TMFUltraLong wrote:

    MegaEurope,

    All good points... I want to devote an entire article to his question but appreciate the response.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:29 PM, svenghalimc wrote:

    Fools,

    What are your opinions on the future performance of GE? Do you think this is still a buy despite the recent negative press on the company? Also INTC, still a strong buy at 23.50?

  • Report this Comment On May 04, 2011, at 6:33 PM, TMFUltraLong wrote:

    Investwisely42,

    Unfortunately I do think Freeport-McMoran (FCX) is suspectible to more downside pressure if copper continues to slide. Although the company has multiple metals that it sells, it's most directly tied to copper. I have the company on my watch list but it's not at a level yet where I feel compelled to throw money at it.

    As for the EMC (EMC) versus VMWare (VMW) debate I personally go in the opposite direction of everyone else and would take VMWare. Everyone takes EMC because its safer and still can benefit from its stake in VMWare, but VMWare is going to offer significantly better growth prospects for its share price.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:39 PM, mia2011 wrote:

    If you had to chose one Vanguard mutual fund for the long term which one would it be and why?

    Thanks!

  • Report this Comment On May 04, 2011, at 6:39 PM, TMFUltraLong wrote:

    Maury56,

    I feel that if you go into an investing situation knowing and understanding you could lose all of your prinicipal, that Eastman Kodak (EK) makes a very tantalizing risk/reward play. It's film business is dying and/or dead, but its name and its potential patent claims could be worth billions indeed. Unfortunately it could be years before any of these lawsuits get resolved. Until then Eastman continues to hemorrhage money.

    One way I am consider playing this is by picking up some Jan 2013 EK calls. It'd be risky, but the risk/reward ratio seems reasonable.

    http://www.fool.com/investing/general/2011/01/24/eastman-kod...

    Fool On!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:42 PM, TMFUltraLong wrote:

    investwisely42,

    That's funny because I am getting marginally attracted to banks for the first time in years. I mentioned Citigroup (C) earlier in this thread as having potential. JP Morgan (JPM) is probably in better shape than any other bank out there (save for Wells Fargo (WFC)). Goldman Sachs (GS) would be my weakest choice of those three, but even then it makes for a compelling investment.

    One bank that no one has mentioned that has my attention is Bank of America (BAC). It's struggles are merely temporary and if it keeps heading lower I may consider adding it to my portfolio.

    Fool On!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:43 PM, svenghalimc wrote:

    Also one more question, BBVA Banco Frances S.A. (BFR). Very low P/E ratio, high dividend yield, and decent financial figures. Is this too good to be true?

    Thanks Fools

  • Report this Comment On May 04, 2011, at 6:43 PM, investwisely42 wrote:

    What do you think about the long term prospects of Caterpillar? Has it run up too much and would you wait for further decline before jumping in? Any comments about where this company fits into the rebuilding in Japan or other locations?

  • Report this Comment On May 04, 2011, at 6:45 PM, smartmuffin wrote:

    UL,

    Great work so far, much appreciated. If you're allowing second questions, I'll ask you something more general rather than playing Jim Cramer's Lightning Round (only better!).

    How did you get into investing? More specifically, how much time did you spend doing research before you got "in the game"? I've always been a "learn by doing" sort of guy so I jumped in with little research and experience and made some pretty terrible picks (but fortunately I only risked money I could afford to lose!) What was your first stock? Was it a winner?

    OK, so I guess that's a series of questions, but I'm curious as to how you got to become the envy of all fools :)

  • Report this Comment On May 04, 2011, at 6:50 PM, TMFUltraLong wrote:

    bfh2o,

    If you use the CTRL + F function you'll be able to find the discussion we've had on Ford (F) in this thread. My feelings are rather hit or miss on the car maker.

    Nike (NKE) continues to be a great growth story. More importantly, it knows how to keep its inventory under control which is something that more than half of the footwear sector is having a problem with right now. I wouldn't call Nike undervalued here, but it makes for a moderately interesting long-term investment.

    http://www.fool.com/investing/value/2011/05/02/these-stocks-...

    hhgregg (HGG) is a company that I'm the least fond of on this list of three. It has had serious problems meeting estimates the last few quarters because its sales are so dependent on electronics (specifically TV's) and the margins there are getting thinner. I much prefer Best Buy (BBY) in this sector.

    http://www.fool.com/investing/general/2011/03/25/2-value-pla...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:56 PM, TMFUltraLong wrote:

    svenghalimc,

    That's one heck of a user name to try and type...

    I do feel that the PR around General Electric (GE) has been overly negative recently, but natural disasters will bring that out of analysts. The company isn't the juggernaut it once was in large part because its finance wing is fairly valued now. Still for a good representation of our economy, there's no better stock to look to than good 'ole GE.

    Intel (INTC) has been a channeling stock for a long time now. I don't often use technicals as a selling point, but if Intel can break above $25 and hold it, then I think we can usher in a new uptrend for the first time in a decade. The earnings quality IS there. In fact I can't remember the last time Intel traded at less than 10 times forward earnings. But this stock is highly cyclical and may not make it above $25 before the next industry meltdown.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 6:57 PM, truleuneek wrote:

    Out of TC, SLW , GPL or GRS, which one do you think is the most undervalued short-term and would be a better pick for a 2-3 year period and more importantly, why?

    TC has me intrigued, especially since it has been pulling back recently, but the others have also pulled back over the last few days.

  • Report this Comment On May 04, 2011, at 7:00 PM, TMFUltraLong wrote:

    mia2011,

    Well since this question is based on which Vanguard fund I would buy and there are no other choices, I'd probably choose the Energy Fund (VGENX). Energy prices are based on finite resources and increasing populations and demand. It's only logical that these prices will continue to move higher and it therefore makes sense why the average annual return on this fund is 15% over the last decade.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:02 PM, jaberw0cky wrote:

    How do you value a REIT index ETF? e.g. VNQ or SCHH.

    Do you average the top ten holdings price /FFO or Price/AFFO?

    Should I use a weighted average i.e. FFO of individual REIT times the number of shares of that REITin the REIT index ETF divided by the total number of shares in the sample e.g. the top ten holdings?

    How much should debt to equity weigh when valuing a REIT index ETF?

    Thanks.

  • Report this Comment On May 04, 2011, at 7:03 PM, bfhutchings wrote:

    This a dream come true! How do you feel about American Super Conductor, Carnivar Cruise Line, Royal Caribbean Cruise Line, Central European Distribution, Cameco Corporation.

  • Report this Comment On May 04, 2011, at 7:04 PM, TMFUltraLong wrote:

    svenghalimc,

    I wouldn't say BBVA Frances (BFR) is as screaming of a value as many make it out to be. The reason it trades at such a small P/E ratio has to do with the growing debt worries in the European Union and whether or not the company's balance sheet is ripe with bad debt. Even worse, we won't know the answer to that for probably another 1-2 years. It's actually a high-risk/high-reward play.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:07 PM, TMFUltraLong wrote:

    investwisely42,

    I don't think any other company out there meets the rebuilding needs of Japan more than Caterpillar (CAT). Very likely another two years worth of orders just got a boost from the imminent rebuilding efforts yet to get underway. Although the company could head higher, I probably wouldn't chase it here and would calmly wait for a pullback.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:07 PM, Canuck2010 wrote:

    There's been a lot of chatter this year that the market is due for a correction and that people would be wise to reduce their exposure; i.e. sell in May and go away. What is your impression?

    I've already sold off a few non-performers but I'm considering holding back reinvesting until late summer instead of immediately.

  • Report this Comment On May 04, 2011, at 7:07 PM, DPAQ wrote:

    I want to enter the housing market knowing it may be a year before it bounces up. I invest long term 3-5 years.

    Would you put your money in USG or KBH for a long term play. It would be less than 5% of my portfolio.

    THANKS!

  • Report this Comment On May 04, 2011, at 7:07 PM, pmk55 wrote:

    bought jamn at 2.04 last friday and sold for 2.89 tuesday. also been playing wlt for some nice pops.

  • Report this Comment On May 04, 2011, at 7:09 PM, 1975redsox wrote:

    Looking at investing in FNFG for the long term. Your thoughts? Thanks

  • Report this Comment On May 04, 2011, at 7:16 PM, stugotz143 wrote:

    UL,

    what are your thoughts on nok. im looking for some stocks for the long term.. do you see more dowside in this stock?? and the same for hgg...

    And whats up with sketchers? their are two short term lower price targets on the stock of 15 to 16 per share .. stock is tradind at 18,60 when shoould i start to pull the trigger to aquire some for the long term? or do you think its a value trap and should i look elsewhere?

  • Report this Comment On May 04, 2011, at 7:19 PM, TMFUltraLong wrote:

    smartmuffin,

    You can actually blame my 12th grade Government/Economics teacher for getting me involved in the stock market. He enrolled us all in the SMG 2000 ( a stock market game for high school students across the U.S.) and my first pick there was Allegheny Teledyne - a company that provided Boeing (BA) with its metal. The stock was bought out two months later for an 81% premium. Needless to say I was hooked after that.

    I have to say I honestly don't remember my first stock purchase. It was right in the midst of the internet bubble in 1999 and may have actually been a now defunct company called Ion Networks. I do remember I made money on my first trade but am having a hard time remember what the stock was. Could have also been Salton (which is now defunct as well).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:23 PM, TMFUltraLong wrote:

    Truleuneek,

    I'm going to uncharacteristically buck the trend and say Great Panther (GPL) is the most near-term undervalued of the bunch. Even though silver is down, the company will be able to take advantage of a higher selling price per ounce in the upcoming quarter and should crank out jaw-dropping numbers.

    For the 2-3 year period, for as much profit as Silver Wheaton (SLW) makes, I can't deny my top stock its spot, Thompson Creek (TC). Thompson's product, molybdenum will play a key role in the steel used to rebuild Japan in the coming years. I fully anticipate the price of moly to rise going forward.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:27 PM, TMFUltraLong wrote:

    jaberw0cky,

    Seriously, there is way too much love for REIT's in this thread.

    What I can tell you is I much prefer the Vanguard REIT ETF (VNQ) over the Schwab REIT ETF (SCHH) because of the daily volume (liquidity). It would make getting out a whole lot safer.

    On the whole though, playing the REIT's through a basket like this is MUCH safer than buying individual REIT's. Many are heavily leveraged and most are just months away from feeling the pinch of an interest rate increase. These companies have spoiled you with impressive dividends for two years now, but don't let them get into your head.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:32 PM, TMFUltraLong wrote:

    bfh2o,

    American Superconductor's (AMSC) warning was a whopper and its very likely that it won't be the last one in the near future so I'm avoiding it.

    Royal Carribean (RCL) and Carnival Cruise Lines (CCL) are two companies I have and may never be a fan of. These stocks are too susceptible to fickle consumer spending habits and fuel costs are going to cripple their margins.

    Central European Distribution (CEDC) is not a company I'm as familiar with, but based on its recent earnings warning, which was sizable like that of AMSC, I'd wait another quarter to see if it was a fluke.

    Cameco (CCJ) might be the only uranium company worth a shot in this environment, but I feel negative PR against nuclear power should give this more potential downside while limiting upside. I see no reason why it couldn't head lower from here.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:33 PM, TMFUltraLong wrote:

    Canuck2010,

    I've been waiting for a genuine pullback for almost a year now and I've been wrong every time. I'm going to again go on the record and say that yes, we need a sizable (10%+) pullback in stocks and we may finally be seeing that. I'm predominantly long in my portfolio but I also have ample cash for when things do start dropping.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:36 PM, TMFUltraLong wrote:

    DPAQ,

    Pass! :-p

    Unfortunately I can't tell you which one to invest in, but I'm not a fan of either. KB Homes (KBH) is a mess and so is the building materials supplier USG (USG). In this sector the picks are few and far between by my standards. I prefer NVR (NVR) and MDC Holdings (MDC) and thats literally it....

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:38 PM, rd80 wrote:

    Pulling the thread on molybdenum and TC, what are your thoughts on getting closer to the demand with a steel maker?

  • Report this Comment On May 04, 2011, at 7:40 PM, TMFUltraLong wrote:

    pmk55,

    I'm not familiar with Jammin Java (JAMN.ob) but congratulations on the gain.

    As for Walter Industries (WLT) I feel its getting near a fair valuation here. The company is growing, but growth on the top line is slowing. Walter has also missed earnings expectations in the last two quarters which makes me skeptical of the stock's performance moving forward.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:43 PM, kenbalbay wrote:

    Mako had a great earning report yesterday why is it down nearly 6 percent today.

  • Report this Comment On May 04, 2011, at 7:43 PM, fikemj wrote:

    This is more of a tax question but relevant I think. Maybe one of your foolish colleagues could chime in. I'll be in the 0% cap. gains tax bracket this year with some substantial unrealized gains. Any downside to selling and realizing my gains tax-free and re-buying (the good ones)? Talking long-term holdings over 1 year so it is the 0% rate. Commissions are low for me as well.

    Thanks!

  • Report this Comment On May 04, 2011, at 7:43 PM, TMFUltraLong wrote:

    1975redsox,

    I'm sorry, I can't answer any questions for Red Sox fans.....

    Oh..... fine......

    First Niagara Financial (FNFG) is a good looking bank, especially considering the quality of loans the company was dealing with in 2008/2009. It has remained profitable and has grown tremendously since the recession bottom and pumps out a quality dividend of 4.5%. You could do a WHOLE lot worse...let's just say that.

    Fool on!...even though you root for a terrible team

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:48 PM, TMFUltraLong wrote:

    stugotz143,

    Those three companies make me squirm so much I want to run away.

    Going in reverse here, Skechers (SKX) is the ultimate value trap. The company has no concept of inventory control and product mix. It could easily get cheaper considering it may have to take another margin hit just to move its stock.

    http://www.fool.com/investing/value/2011/05/02/these-stocks-...

    hhgregg (HGG) I covered in this thread already and I pointed to its tie-in to TV sales and how thye are crippling its margins. Use the CTRL + F function to locate everything I said about the company.

    Nokia (NOK) is a dinosaur. If you looked up dinosaur in the dictionary it'd be right there next to the picture of Barnes & Noble (BKS). Nokia has lost 5% of its market share in a year! 5%!!! It clearly has no clue where it wants its business direction to head. The company has multiple operating platforms it's working on and its indecisiveness shows in its poor operating results.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:53 PM, TMFUltraLong wrote:

    rd80,

    I think steel demand hinges on the recovery in Japan because it sure as heck isn't relying on the construction sector which remains weak. Even public projects have slowed as government spending is reigned in. Thompson Creek needs a rally in moly prices which it's slowly getting in order to generate better margins, but it does need a reason to head higher. The Japan rebuild is really the only near-term catalyst I see.

    Also we need to keep in mind that the company's Mt. Milligan copper project is less than 2 years away from production. Copper prices have been tumbling recently which doesn't bode well for a company like Thompson who has plenty of the metal just sitting in the ground. This could be another catalyst to the downside of late.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 7:58 PM, emesco wrote:

    My portfolio is very low on bonds and I need to add some bonds to my portfolio before the next market adjustment.

    But I am very confused what moves to make. Why I am confused is the following:

    -it seems that bonds have been following stocks lately which is against traditional movement

    - Bonds are starting to loose ground now so do I wait to add them or is there a different strategy savvy investors have?

    What is the best way to research high yield bonds that are relatively safe?

    Thanks for the help!

  • Report this Comment On May 04, 2011, at 8:00 PM, TMFUltraLong wrote:

    kenbalbay,

    MAKO Surgical (MAKO) did exhibit some impressive growth this past quarter with sales up 80%, but if you look closer at the estimates, the company fell short of EPS by $0.03. If you count in stock-based compensation which I dislike very much from an unprofitable company, the results fell $0.10 shy of estimates.

    Don't get me wrong, I really like the surgical devices sector and think MAKO has serious potential, but it's all about the bottom line. I want to see MAKO deliver before you attach your hard-earned money to this stock.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:00 PM, stugotz143 wrote:

    ul,

    your thoughts of the markets next three months, i feel there will better oppurtunity to buy stocks in july this year much like last year!

    i was looking at bac long term..

    can you reccomend me 3 long term plays that you think will outperform .

    Your The best, stuart

  • Report this Comment On May 04, 2011, at 8:02 PM, TMFUltraLong wrote:

    fikemj,

    I'll see what I can do about getting one of the resident Fools to shed some light on your question. As you can tell, I do my own taxes, but am not a huge buff on tax law.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:05 PM, truleuneek wrote:

    UL,

    Wanted to say thanks for answering my questions today. Much appreciated.

  • Report this Comment On May 04, 2011, at 8:06 PM, portefeuille wrote:

    http://en.wikipedia.org/wiki/BBVA_Banco_Francés

    https://www.bancofrances.com.ar/tlal/jsp/ar/esp/institu/info...

    https://www.bancofrances.com.ar/fbin/20F2010_completo_tcm235...

    ----------

    ...

    Overview

    We are an Argentine corporation (sociedad anónima) and substantially all of our operations, properties and customers are

    located in Argentina.

    ...

    ----------

  • Report this Comment On May 04, 2011, at 8:07 PM, portefeuille wrote:

    Europe is doing great, by the way, hehe ...

  • Report this Comment On May 04, 2011, at 8:07 PM, TMFUltraLong wrote:

    emesco,

    Yes, you highlighted one of the main oddities about this recent rally is that everything is going up and down in unison....which makes NO sense.

    I personally would be waiting for bonds to cool off before taking a position. I use my brokerage (ETRADE) and Yahoo! Finance for a lot of the groundwork when I'm starting my bond research.

    Hope that helps!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:09 PM, HarryCaraysGhost wrote:

    Hey UL, I have a few queries but the first would be what's the deal with the spam. Don't those idiots know that in general the Caps community is too smart to fall for that crap.

    I'll hang up and wait for my answer.

    Cheers.

  • Report this Comment On May 04, 2011, at 8:09 PM, radscavenger wrote:

    How much of my income should I put aside for investing? is 10% a reasonable amount?

  • Report this Comment On May 04, 2011, at 8:10 PM, TMFUltraLong wrote:

    stugotz143,

    I'd feel confident saying that Bank of America (BAC) would be one of those three plays. I'd have a hard time picking three only so without putting them in any order or strength let's add Cisco Systems (CSCO) and Starbucks (SBUX) to the list.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:11 PM, TMFUltraLong wrote:

    truleuneek,

    Thanks for the questions... though my hands feel like they are about to fall off.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:14 PM, truleuneek wrote:

    UL,

    I'm a programmer working 10+ hour days... I know the feeling. :-)

  • Report this Comment On May 04, 2011, at 8:16 PM, TMFUltraLong wrote:

    portefeuille,

    Dangit! I literally confused BBVA Frances with the BBVA that is an investment bank in Spain. Most of the time I know what I want to say without needing to look up the symbol - this was one such case.

    Redo time.. so BBVA Frances (BFR) does make a compellingly cheap investment, but I wouldn't put too much credence into the companies dividend. The bank didn't pay out a dividend in the prior two years but paid out a hefty dividend last year. Looking at earnings alone BBVA has impressed me, but the region it invests in is clearly not my favorite. I'd call its outlook mildly optimistic.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:17 PM, TMFUltraLong wrote:

    Portefeuille,

    Europe is a forest fire with only one fire truck.. that's the best way I can describe it. =)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:18 PM, TMFUltraLong wrote:

    HarryCarysGhost,

    Yes, the spam is annoying. I mark it everytime I come across it, but these people literally have nothing better to do I guess. It will be erased in due time. Patience grasshopper =)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:20 PM, TMFUltraLong wrote:

    radscavenger,

    The correct answer to this question is as much as you are willing to lose. You need enough of your income to pay your bills and live comfortable, as well as maintain a safety valve in case you run into a financial emergency (usually a minimum of 6 months cash is recommended). Anything beyond that is up to you. The answer will differ from person to person.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:22 PM, TMFUltraLong wrote:

    truleuneek,

    These 24-hour days are always fun to talk about doing - until you actually do them. About 6 hours in you realize what you got yourself into (lol!). It's still fun, but I'm going to sleep like a rock soon.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:22 PM, calies wrote:

    What do you think of the growth in the Bakken? Specifically a company a bit smaller operating in the shale. Oasis. (oas)

    Thanks greatly for your time

  • Report this Comment On May 04, 2011, at 8:33 PM, TMFUltraLong wrote:

    calies,

    I don't think anyone can refute the growth we're seeing in the Bakken shale - it's merely how you want to play it. Based on the pick you're giving me here of Oasis (OAS) I think you have a decent long-term winner. Unfortunately the whole "we'll do better next quarter, we promise" thing is getting old. The company has missed earnings expectations three straight quarters but is at least operationally cash flow positive. Expectations keep rising and the company keeps missing - all I can say is keep your own expectations in check.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:34 PM, 3lilones wrote:

    What do you think of the shipping industry, especially HRZ ?

  • Report this Comment On May 04, 2011, at 8:42 PM, yeeri wrote:

    What about service corporation SCI - largest funeral provider in the world just recently did a buy back, up about 30% last year and as their CEO points out on their homepage "our future demographics look favourable" (don't you love the funeral ceo telling you this - lol)

    your thoughts???

  • Report this Comment On May 04, 2011, at 8:43 PM, TMFUltraLong wrote:

    3lilones,

    The shipping sector makes me want to run kicking and screaming in the opposite direction. I think that pretty much sums it up right?

    Horizon Lines (HRZ) is one downright scary stock. The company has zero pricing power and its margins are being squeezed like a grapefruit from increased competition. $2.5 million in operating cash flow isn't going to cut it with more than $515 million in debt. No thanks!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:45 PM, Buckeye82 wrote:

    I am just 50 years old and looking at different ETFs and mutual funds. In Vanguard, they have many funds that also have an identical ETF. Why does someone pick an ETF over the identical mutual fund or vice versa? Do they both distribute gains the same way towards the end of the year? Thanks.

  • Report this Comment On May 04, 2011, at 8:46 PM, TMFUltraLong wrote:

    yeeri,

    You gave me the best laugh of this thread so far.. Without question, just like energy prices being a finite resource, you can almost count on increased business from Service Corporation (SCI). My advice would be to simply not get carried away by the CEO's comments or the company 1.7% dividend. Buy prudently on dips and it can make for a solid long-term investment.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:48 PM, TMFUltraLong wrote:

    Buckeye82,

    A lot of the time ETF's can differ based on the mutual fund thats running the fund, the amount of assets currently invested, the dividend schedule, or more often than not the expense ratio that the fund charges. Those tend to be the biggest differentiating factors for funds which seem almost identical.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:50 PM, Bert31 wrote:

    What do you think about hgg?

  • Report this Comment On May 04, 2011, at 8:51 PM, Bert31 wrote:

    Why do you think it has popped the past few days?

  • Report this Comment On May 04, 2011, at 8:53 PM, thegramu wrote:

    What are your thoughts on AEZS? The bulk of my investment money is in my 401(k) but I am dabbling in stocks and that is one. Also if I my your thoughts on BAGL? Thanks

  • Report this Comment On May 04, 2011, at 8:54 PM, TMFUltraLong wrote:

    TigerBloodWarlok,

    I see we're back on hhgregg (HGG) again. This stock has been discussed a few times on this thread and I would advise using the CTRL + F feature to check out what was previously said. I also just noticed that Fellow Fool Patrick Martin did a great analysis on hhgregg today!

    http://www.fool.com/investing/general/2011/05/03/has-hhgregg...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 8:56 PM, Visvire wrote:

    Congrats are your marathon, doing a great job. Curious on your thoughts for future interest rates in the near term (3 mo). I'm contemplating moving a chunk out from money markets in my 401k into emerging markets debt or US high yield (not sure which to go with). So that's a tricky one b/c currency risk is a factor as well if I go international. What would be your choice?

  • Report this Comment On May 04, 2011, at 8:57 PM, MegaEurope wrote:

    TMFUltralong,

    I guess we'll just have to agree to disagree on foreign telecoms.

    What's your take on National Presto (NPK) and VSE Corp (VSEC)?

    If you've read "The Intelligent Investor" you might recognize NPK, which Graham invested in decades ago.

  • Report this Comment On May 04, 2011, at 8:57 PM, fikemj wrote:

    I am trying to cut down on the number of stocks I own so I can spend a little more time paying attention to each one and taking advantage of dips to buy, etc. But, I am having trouble deciding what to sell. What are your thoughts on: APC, BBY, NAT and URBN? Those are a few that haven't done particularly well for me or I'm just not too thrilled to own.

    Thanks!

  • Report this Comment On May 04, 2011, at 8:58 PM, TMFUltraLong wrote:

    thegramu,

    I am very bullish on Aeterna Zentaris' (AEZS) pipeline. I could give you the rundown of why I like the company, but insead would rather direct you to my manifesto article about it:

    http://www.fool.com/investing/high-growth/2011/04/14/10-smal...

    The jury is out on Einstein Noah's Bagel (BAGL). The growth factor just isn't there at 4% to 6% every year, but the niche just has no major competitors. The dividend of 3.2% is enticing, but I don't feel its enticing enough to get me to buy into the stock here.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:00 PM, arcohen22 wrote:

    not sure if your familar with this company but what do you think about SeaCube Container Leasing (BOX)? I haven't done much research on it but it looks interesting. Definitly cheap, growing revenue and profits, nice dividend, and a lot of recent insider buying.

  • Report this Comment On May 04, 2011, at 9:00 PM, TMFUltraLong wrote:

    visvire,

    I don't see interest rates moving much in the next three months and I still think we are a good five to six months away from an interest rate increase. Personally, I'm not touching anything right now on the basis alone of interest rates. About the only move I'd be doing is selling out of my REIT's with rates likely to move higher before next year.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:01 PM, Bert31 wrote:

    What do you think about the discussions I hear are gonig on in Washington regarding the tax treatment of MLP's? I read it is not likely to happen but many have dropped recently on the talk...

  • Report this Comment On May 04, 2011, at 9:03 PM, calies wrote:

    Thanks again for your time!

    A company thats been so up and so down recently LEXG a lithium mining company. not sure rose so quickly from 2 to 10 within 8 days and then dropped like a rock out of the sky. Now it is clawing its way back. What should I do if I still have something invested in this company

  • Report this Comment On May 04, 2011, at 9:03 PM, yeeri wrote:

    Glad I made u laugh I am sure you must be Tiiired by now - to follow up on my past question (aka before you ever need services of SCI) you will probably need services of LH what kind of growth potential do you see for them?

  • Report this Comment On May 04, 2011, at 9:07 PM, TMFUltraLong wrote:

    MegaEurope,

    Yeah, I'm still shocked National Presto (NPK) isn't a bigger company by now. However, that doesn't mean I'm incredibly bullish about its near-term. The company's PEG ratio of 1.2ish seems fairly valued for the appliance sector and those fickle consumers. Love the cash, but not overly excited about paying triple-digits for this.

    VSE Corp (VSEC) is a cheap play on paper, but I'm curious to see if it'll be able to integrate today's purchase (which is $30 million more than its current market value) without too much trouble. The CEO also isn't exactly bullish on upcoming sales figures, so I think it'd be best to take a wait and see approach with VSE.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:11 PM, firefoxman1 wrote:

    Where does Hercules Offshore (HERO) seem to be going in the coming months?

    I love their purchase of Seahawk's rigs but the recent investigation seems to be holding them back.

  • Report this Comment On May 04, 2011, at 9:12 PM, TMFUltraLong wrote:

    fikemj,

    I can't tell you what to sell because I'm not allowed to give out personalized investment advice, but I can tell you that in that list of companies I have Best Buy (BBY) on my personal watchlist for a possible purchase.

    Urban Outfitters (URBN) has hit a slight rough patch but its a clear upper-tier retailer in the sector. I doubt it will stay down for long.

    Anadarko Petroleum (APC) is as solid as they come in the oil and gas sector. It makes little sense why its sold off recently other than because of profit taking.

    Nordic American Tanker (NAT) makes me cringe in horror... as do most if not all shipping companies. These shippers have very little pricing power right now and competition is more fierce than ever. Keep those shippers away from me.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:14 PM, radscavenger wrote:

    what's the best place to buy commodities and futures such as crude oil?

  • Report this Comment On May 04, 2011, at 9:15 PM, TMFUltraLong wrote:

    arcohen22,

    SeaCube Container Leasing (BOX) doesn't strictly hit shippers so I won't immediately cast it aside. The company does have decent numbers on paper, but this is the type of company that's going to get crushed when interest rates rise. It's highly and I mean highly leveraged. If it runs into any problems with its leasing rates, it could be in big trouble. Right now cash flow looks good, so nothing to worry about...yet.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:18 PM, TMFUltraLong wrote:

    TigerBloodWarlok,

    I'd be stunned actually if MLP's lost their designation of only being taxed once as opposed to twice like more corporations. I think the government getting through ANY legislation at all might even be more stunning...(lol!)

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:18 PM, HarryCaraysGhost wrote:

    Thanks, for my next question, this could arguably be the most important issue facing the Nation.

    Will the NFL play next year?

  • Report this Comment On May 04, 2011, at 9:18 PM, oz8888 wrote:

    I like a certain stock and think that in the short term, it will be bearish. In the longer term, bullish. Is it better to do a bull put spread or a bull call spread with options?

  • Report this Comment On May 04, 2011, at 9:19 PM, TMFUltraLong wrote:

    calies,

    I tore Lithium Exploration (LEXG.OB) a new one a few times on this thread. I suggest you use the CTRL + F feature and seek out the two (maybe three?) places where I blasted this likely pump and dump scam.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:21 PM, TMFUltraLong wrote:

    yeeri,

    After my Starbucks double shot espresso I'm ready for round 2.

    I really like the medical diagnostics and devices sectors if you couldn't tell. I think Laboratory Services (LH) makes for a smart long-term play consider both an aging population and the impending health-care mandate in 2014.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:21 PM, investwisely42 wrote:

    I want to follow up on a question I had about buying the banks... Based on metrics and govt regulation going on now, what is your rational for diving into the financials (the banks) right now? GS is trading around 151 which is lower than it was back in late 2010. Citigroup, BAC and even JP Morgan really have been trading sideways at best over the last 3 months..I am trying to understand how it makes sense to even go near the Financials now when they have been underperforming for so long and really show no signs of going higher between now and labor day....Are you basing this on better earnings reports for 2nd Quarter? Please elaborate so we understand the benefits of going into a high risk sector that so many agree of financials,,.

    Thanks!

  • Report this Comment On May 04, 2011, at 9:21 PM, Bert31 wrote:

    TMF UltraLong

    Thanks this is really awesome. Wish I could stay up all night I have a lot of questions. What is your opinion of SCCO? Do you think the dividend will be cut?

  • Report this Comment On May 04, 2011, at 9:24 PM, fikemj wrote:

    Thanks for the input. What are your thoughts on index funds and sector funds? Of the stocks I own I seem to gravitate towards large cap, blue-chip types or tech, and mostly U.S. I'm thinking a good way to further diversify is to pick up some ETF's to balance out. Maybe a VWO type for emerging markets or a IWO for some small cap instead of trying to pick winners in these segments.

    Thanks.

  • Report this Comment On May 04, 2011, at 9:24 PM, TMFUltraLong wrote:

    firefoxman1,

    I think Hercules Offshore (HERO) still makes a lot of sense especially after its purchase of bankrupt Seahawk Drilling's assets. Yes, the lawsuits are a nuisance, but they are just temporary. Overall the company should be getting plenty of permits in short order and I suspect a return to profitability in short order after that.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:25 PM, TMFUltraLong wrote:

    radscavenger,

    I would check with your brokerage and see if they allow you to buy those futures. If not consider looking around at alternative brokerage choices.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:27 PM, TMFUltraLong wrote:

    HarryCarysGhost,

    This is probably the hardest question to answer all day...

    All I can say is they darn well better. I'm scheduled to be in Southern California in August for our first ever live fantasy football draft and if that doesn't go down Roger Goodell is going to have hell to pay from me! I do anticipate a deal gets done in early July.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:27 PM, DaveGruska wrote:

    10.5 hours left!

    Any thoughts on Inventure Foods (SNAK)? Personally, I'm a little worried about the TGIFridays license expiring, but I like their big-name restaurant licensing strategy overall.

  • Report this Comment On May 04, 2011, at 9:28 PM, TMFUltraLong wrote:

    oz8888,

    Depends how volatile the stock is and what your time horizon for the trade is.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:30 PM, TMFUltraLong wrote:

    investwisely42,

    Half of the love for financials stems from their appealing dividends. With the government removing the leash on many banks, they are free to raise their dividends again, making them attractive investments.

    Recent earnings have been stronger than anticipated and I like the sector especially since its traded sideways while the rest of the market has gone up. If the market falls, I think financials could actually be a good hedge (yes you are reading that correctly... a hedge!).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:31 PM, investwisely42 wrote:

    Where do you see Gold heading over the next 3-6 months? Are there any catalysts that need to occur to move this metal higher? Also, if the jobs figures are worse than expected like they were today, how much of an impact will that have on the market for the next 2-3 weeks? Do you think it will be a minor correction for 1 or 2 days or will it spread out over 2 weeks?

  • Report this Comment On May 04, 2011, at 9:32 PM, TMFUltraLong wrote:

    TigerBloodWarlok,

    It would take a massive drop in the price of copper for Southern Copper (SCCO) to cut its dividend - I'm talking to the $2.50 or lower region which is still a long way off. Southern Copper gets lumped in there with Freeport-McMoran (FCX) on the watchlist.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:34 PM, TMFUltraLong wrote:

    fikemj,

    I think index and sector funds are great investment vehicles for retirement accounts and investors who don't have the ability to hover over their stock accounts day in and day out. Though I don't own any, I do see value in them.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:36 PM, TMFUltraLong wrote:

    streeter123,

    You know more about Inventure Foods (SNAK) than I know about the company. It's just not one I regularly follow. Based on what you've just told me, I'd be cautious about buying into a company near a 52-week high thats about to lose a top customer. I'll try to do further research on them and get back to you.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:38 PM, TMFUltraLong wrote:

    investwisely42,

    The gold market is going through a much needed minor correction. I could see downside to as much as the 1380s region on gold over the next two months, but otherwise think it will range in the $1400's for some time. I suspect silver prices will have a more immediate effect on gold in the short-term than US economic data, but I could always be wrong.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 9:42 PM, investwisely42 wrote:

    Would you consider Qualcom a play off of Apple and Google? and is it a safer stock because of the Steve Jobs situation.,....Apple could be affected if Jobs Medical situation deteriorates but would not impact Qualcom as much even though they trade somewhat together.. your thoughts on this? Apple is clearly the much better company but which is the better stock going forward based on what I mentioned above?

  • Report this Comment On May 04, 2011, at 9:48 PM, investwisely42 wrote:

    What would you recommend as a consumer staple and defensive play based on the ending of QE2? Lets assume interest rates will rise by Q1 on these recommendations...

  • Report this Comment On May 04, 2011, at 9:51 PM, investwisely42 wrote:

    Is the chase over for Netflix? Do we need to see a substantial pullback to even think of investing in this? Also, is it too late to jump into Whole Foods or wait for a pullback on this?

  • Report this Comment On May 04, 2011, at 9:51 PM, arcohen22 wrote:

    Which would you rather hold long-term: Fairfax or Bigliari Holdings?

  • Report this Comment On May 04, 2011, at 9:56 PM, investwisely42 wrote:

    Do we need to see continued strong economic data through the end of the summer and assuming no major geopolitical events for the market to move higher instead of down or sideways realistically? Where do you see the market by year end compared to today?

  • Report this Comment On May 04, 2011, at 9:57 PM, HarryCaraysGhost wrote:

    Here's hoping a deal get's done. I can't imagine going through a Chicago winter without Football. I would be bouncing off the walls every Sunday.

    Last question, what do you think of my investment in CBOE, possible takeover target or dead money. Long term I think I'll be all right.

    Thanks for doing this again.

  • Report this Comment On May 04, 2011, at 10:03 PM, Jgoh69 wrote:

    I bought VNET during the ipo offer( beginner's mistake), and now its down about 30%

    what do you think about the future aspects of this company ?

  • Report this Comment On May 04, 2011, at 10:08 PM, TMFUltraLong wrote:

    investwisely42,

    I'd consider Qualcomm (QCOM) more of a play on Apple (AAPL) than anything else. I honestly don't think Job's health is at the forefront of things anymore and wouldn't place too much emphasis on companies in adjoining business being affected by Job's health. I'd still say Apple is the one I'd personally want to own of that bunch.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:09 PM, yeeri wrote:

    what other medical diagnostics and devices sector companies besides LH are your favourite and why?

  • Report this Comment On May 04, 2011, at 10:10 PM, TMFUltraLong wrote:

    investwisely42,

    I don't know if I would necessarily recommend a consumer staple company per se, but logically they make the most sense in a rising interest rate environment.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:12 PM, TREY669 wrote:

    my foolish ?, is there a standard amount of shares covered by a warrant? i'm loking at wells fargo warrants- wfx ws. thx

  • Report this Comment On May 04, 2011, at 10:14 PM, TREY669 wrote:

    correction - that symbol is WFX WS

  • Report this Comment On May 04, 2011, at 10:15 PM, TREY669 wrote:

    sorry 'bout the spelling prob should be WFC WS

  • Report this Comment On May 04, 2011, at 10:18 PM, TecmoBowl wrote:

    I've been interested in owning LVMH - LVMUY.PK long term, but watched it rise considerably over the last year from the sidelines. Its a stock that doesn't get any attention around here, most likely from being a pink sheeter, but believe it still has very good long term potential especially due to the demand for luxury goods in Asian emerging markets. Any thoughts?

  • Report this Comment On May 04, 2011, at 10:18 PM, DaveGruska wrote:

    RE: SNAK

    from their annual report:

    "In 2000, the Company launched its T.G.I. Friday’s® brand snacks pursuant to a license agreement with T.G.I. Friday’s Inc., which expires in 2014."

    It's a ways off, and it seems like they could potentially renew the license, but I'm sure TGIFriday's would have nice bargaining power.

    Another interesting note from the report is that they actually license the technology to make the TGIF chips as well!

    I really appreciate that you're willing to do more research on this. Thanks!

  • Report this Comment On May 04, 2011, at 10:20 PM, TMFUltraLong wrote:

    investwisely42,

    Can't say I'm a big fan of Netflix (NFLX). Luckily you can use the CTRL + F function to see what I did write about Netflix earlier in this thread.

    Whole Foods (WFMI) has margins that other supermarket chains would die for, but I'm not a big fan of the company at its current levels. I'd like to see a major dip in the stock before I'd consider taking a position. Rising food costs just might put more pressure on margins than most analysts are thinking they will.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:26 PM, uffizi1977 wrote:

    XTEX has had a pretty good run already this year and still has a fairly high yield--can it keep it up?

    Thanks!

  • Report this Comment On May 04, 2011, at 10:27 PM, TMFUltraLong wrote:

    arcohen22,

    I'm not as familiar with Fairfax as I am with Biglari Holdings (BH). Can't say I'm too excited about this Warren Buffett wanna-be. The CEO is paid way too much and the company's valuation is actually rich in my opinion. Fellow Fool Jim Gillies actually has a really good article regarding Biglari here:

    http://www.fool.com/investing/general/2011/04/12/the-next-wa...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:32 PM, TMFUltraLong wrote:

    investwisely42,

    I think we'd need a miracle to continue to head higher. The only reason we keep heading higher recently is on the strength of metals prices. I don't see how the market can keep up this precipitous uptrend.

    I still see the Dow ending the year close to 11,000. There isn't much value left to squeeze out of this market.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:32 PM, lokolokolang wrote:

    WHATS YOUR TAKE ON APKT?

  • Report this Comment On May 04, 2011, at 10:35 PM, TMFUltraLong wrote:

    HarryCarysGhost,

    Just when you think there couldn't possibly be another deal done in the exchange sector, another deal gets done. As long as commodities remain hot (and I think thats a safe bet for the near future), and volatility remains prevalent (which is a given since 2007), CBOE should be a decent play either way (taken over or not).

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:42 PM, lambcomplex wrote:

    Sean:

    Thanks for taking the time to do this; i'm enjoying reading the questions and your comments.

    Over the past couple years with great U.S. stocks available on the cheap, my portfolio has become a little too heavily weighted toward domestic equities. Now I'm looking for some international exposure. Four stocks current on my radar are: VOD, FBRWY.PK (actually very interested in the Treasury Wine spinoff), SSW, and SI.

    If you had to hold one of these four for the next 30 years which would it be.

    Also how about one international ticker you think looks interesting right now?

    Thanks,

    lambcomplex

  • Report this Comment On May 04, 2011, at 10:42 PM, TMFUltraLong wrote:

    Jgoh69,

    21Vianet Group's (VNET) valuation is wacky - I'll definitely say that. The company is as of yet unprofitable and trading at double-digit times sales. It's still very early so I wouldn't write off VNET, but there's no way I'd consider buying into this question mark when there are so many other profitable companies in the same sector.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:43 PM, jesvlim wrote:

    What is likely to happen to Citigroup? Can it sustain its fragile recovery or is it more likely that the problems are becoming insurmountable?

  • Report this Comment On May 04, 2011, at 10:44 PM, naandrews wrote:

    Do you think it's realistic to think about trillion dollar market cap companies? Some think AAPL will be the first, some say GOOG, maybe Facebook when they go public, etc.

    I think once you get past 300 or 400 billion in market cap, the law of large numbers sets in, and the market just doesn't reward you with rich PE multiples. And so it gets tough to really expand your market cap once you're already as big as an AAPL.

    Do you agree? Or do you think AAPL will have a trillion dollar market cap 5 or 10 years out?

  • Report this Comment On May 04, 2011, at 10:46 PM, jesvlim wrote:

    Aren't there good banks in America? Why is the entire financial sector shunned by most investors? Surely there are value banks out there now, e.g. HCBK?

  • Report this Comment On May 04, 2011, at 10:47 PM, jdonovan20 wrote:

    Ok I have some questions about some newer stocks. This one that goes by jamn.ob.This thing has been great for me its a coffee stock any background info or how do you see the future for it.One more mjna its the medical marijuana stock. I see this being a huge industry but it is a penny stock any future in this company or sector.

  • Report this Comment On May 04, 2011, at 10:47 PM, TMFUltraLong wrote:

    yeeri,

    Just to mentioned a few..

    ICU Medical (ICUI) which supples needless IV connectors. This company beats expectations every quarter.

    RTI Biologics (RTIX) which provides orthopedics and surgical implants to repair and heal human bones. Cash flow positive and trades below book value.

    Going larger, Intuitive Surgical (ISRG) - another company tht does nothing but crush expectations.

    Fool On!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:52 PM, TMFUltraLong wrote:

    TREY669,

    I'm not 100% certain on this, but I would say that not all warrants are going to be for the same amount of shares as say an options contract (which is for 100 shares). Certain warrants could theoretically guarantee the owner to more or less shares. Again, thats just my best guess.

    I think I need more coffee...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:56 PM, mkarlosgreen wrote:

    I'm looking for a good strong growing company to invest in with less than $10.00/share. How would you recommend?

  • Report this Comment On May 04, 2011, at 10:56 PM, TMFUltraLong wrote:

    TecmoBowl,

    Awesome name first of all.

    I think the only thing holding LVMH back is the earthquake in Japan. It's likely that luxury spending from that region will be weak for the foreseeable future.

    The one area everyone always seems to put aside that is stronger than ever is the swiss watch industry. Movado (MOV), though not in the same caliber as most LVMH branded companies, reported stellar results and signaled better than anticipated strength in the timepiece sector. That is the driving growth behind LVMH stock if you ask me.

    Fool On!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:58 PM, TMFUltraLong wrote:

    streeter123,

    As I grow more tired, you probably don't want me diving into SNAK tonight. What I'd recommend is shooting me a note on my blog reminding me to check it out in a few days.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 10:59 PM, jesvlim wrote:

    QE1 has come to past and QE2 is flushing more liquidity into the markets. The Fed is thinking about QE3 already and judging Bernanke's comments, it seems inevitable that more funds will be sloshing around. Is this the right medicine for the American economy? What about the consequence of inflation? We can see it rearing its ugly head in global economies, especially Asia. In MENA, it has toppled regimes and governments. Surely this is a recipe for global disaster if things are not checked and we have runaway inflation to deal with. With food, agricultural products, soft and hard commodities on the rise, it seems that the world will face a fundamental and severe economic problem to deal with.

  • Report this Comment On May 04, 2011, at 11:07 PM, Msaldivar wrote:

    I'm a foreigner living abroad, but have an account on Ameritrade. Why the *%#& you don't let us foreigners buy FOOLX? why don't give us the chance to earn with you?

  • Report this Comment On May 04, 2011, at 11:07 PM, TMFUltraLong wrote:

    uffizi1977,

    I am really not a fan of Crosstex Energy (XTEX) and am currently short (and very wrong) in my CAPS portfolio. The company can't turn a profit and is buried under $750 million in debt. I don't see how that makes for a recipe to shoot the stock up 100%, but hey, when does the market ever make sense?

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:14 PM, XMFCinco wrote:

    Sean,

    What are you thoughts on Drybulk shipping? Is there money to be made in the near future in a beaten down market or is it gonna be a few years?

  • Report this Comment On May 04, 2011, at 11:14 PM, TMFUltraLong wrote:

    lokolokolang,

    Acme Packet (APKT) is an ex-pen-SIVE company and the insiders know it - they've been dumping shares quicker than you can say the phrase "I'm going to fall asleep!" =)

    I don't see how anyone can justify buying this at nearly 50 times forward earnings, 19 times sales and 13 times book.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:16 PM, TMFBrich wrote:

    @Msaldivar,

    Motley Fool Asset Management is a separate corporate entity, so I can only point you to the FoolFunds.com site: http://www.foolfunds.com/help/faq.aspx.

    Regards,

    Brian Richards

  • Report this Comment On May 04, 2011, at 11:20 PM, TMFUltraLong wrote:

    lambcomplex,

    Out of that list I'd choose Siemens (SI). Siemens has its hands in just about everything and would be a logical choice to survive any downturns better than the other three.

    I'd like to propose either Mobile Telesystems (MBT) or Vimpelcom (VIP) as a company worth looking at. The cell phone sector in Russia has a wide list of clients still to reach out to...and both companies are still relatively cheap even after their huge runs.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:22 PM, TMFUltraLong wrote:

    jesvlim,

    I actually think Citigroup (C) has a moderate chance at a nice recovery. Heck, its further along in the process than rival Bank of America (BAC). I encourage you to use the CTRL + F function to read up on the prior discussions of Citigroup in this thread.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:24 PM, TMFUltraLong wrote:

    naandrews,

    We actually had a discussion probably 100 comments back about investors psychology keeping a stock down once it hits a market valuation barrier. I'm going to be the party pooper and say no we won't have a trillion dollar company. I can however see Apple (AAPL) moving up from this current price point. I suggest you use the CTRL + F function on your keyboard and search "investor psyche" to find that post.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:28 PM, mkarlosgreen wrote:

    After reading numerous articles that Fool.com puts out, I've did some research last month and decided to invest in ALU. Now I'm beginning to wonder. I see they are trying to expand and have been in the news a few times over the past week. What do you think their future entails?

  • Report this Comment On May 04, 2011, at 11:29 PM, Trap12 wrote:

    Dear sir,

    Need your opinion on ENTR, is this a good one to hold for a long time, probably one year from now?

  • Report this Comment On May 04, 2011, at 11:34 PM, salsam wrote:

    The market seems fairly high and with escalating gas prices and economic uncertainty, poised for another decline. Does it really make sense for newbies to enter the market now? Is it better to look at foreign markets or should the weak dollar keep any potential investments state side?

  • Report this Comment On May 04, 2011, at 11:42 PM, TMFUltraLong wrote:

    jesvlim,

    Yes, I think there are plenty of decent banks out there. Hudson City (HCBK) as you mentioned pays out a great dividend and large money center banks could be a solid investment going forward. I believe the financial sector is about to get its second wind.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:45 PM, TMFUltraLong wrote:

    jdonovan20,

    I'm not familiar with either company. I do not make a habit of following over-the-counter stocks so I'm not going to be much help here.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:46 PM, AvianFlu wrote:

    I'm trying to locate an ETF that holds exclusively stocks from Estonia. The only thing I've found has heavy baggage like Kazakstan. Any suggestions?

    Estonia is of interest because the country is generally following the Milton Friedman plan of economic sanity.

  • Report this Comment On May 04, 2011, at 11:47 PM, TMFUltraLong wrote:

    mkarlosgreen,

    I think this question depends on your investing time horizon and your risk tolerance. You can find some ideas in my small-cap series: 10 Small Caps to Rule Them All. I suggest starting your research there.

    http://www.fool.com/investing/small-cap/2011/04/28/10-small-...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:49 PM, TMFUltraLong wrote:

    jesvlim,

    I wasn't a fan of QE2 and I certainly wouldn't be a fan of QE3. In fact, I detailed my dislike for QE2 here:

    http://www.fool.com/investing/general/2010/11/22/quantitativ...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:54 PM, TheLattice wrote:

    How dangerous might Petrobas be in the future for its shareholders?

  • Report this Comment On May 04, 2011, at 11:54 PM, TMFUltraLong wrote:

    samstevens,

    I tried to see that message you put on my Ask a Blunt Man thread, but loading that thread crashed my computer. I did get the first part of your question and yes, it is I, Sean Williams, the one in the promo, who has answered probably 97% of these questions. And yes, it is me, Sean Williams, who did the Ask A Blunt Man 2196 comment blog.

    As for the drybulk sector, I think ick, yuck and blech would sum it up nicely. Too much competition, piles of debt and no pricing power make most of this sector worthless in my eyes.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 04, 2011, at 11:55 PM, jdonovan20 wrote:

    Thanks I appreciate you staying up and giving all this sound advice it takes a person of good principles to do this.

  • Report this Comment On May 04, 2011, at 11:59 PM, rkeyes47 wrote:

    Hey,

    What are you thoughts on longing Petrobras (PBR)

  • Report this Comment On May 05, 2011, at 12:00 AM, TMFUltraLong wrote:

    mkarlosgreen,

    Alcatel-Lucent (ALU) is one of the most boring companies on record. Only they can find new and innovative ways to report negative cash flow, a perpetual 4% increase in sales, and have a trailing-twelve month negative EPS. How many chances the company has been given to turnaround is unknown...but I'm willing to bet its a lot. I'd bet on the company being rangebound because there are few catalysts to move it.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:04 AM, TMFUltraLong wrote:

    Trap12,

    I can't specifically say whether or not you should hold Entropic Communications (ENTR) for a year because that would be personalized investment advice...something I'm not qualified to give.

    What I can do is give you my opinion on the company. On paper this look inexpensive, but quietly estimates throughout the sector are falling fast. It wouldn't surprise me at all if estimates continued to fall. I don't think that means an immediate negative for the stock price, but it's not the value that it appears on paper.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:08 AM, gogreen2010 wrote:

    First, thanks for all that you are doing!

    I am considering buying shares of either Verizon (VZ) or Vodafone (VOD) for my wife's IRA. Do you feel that one company has an advantage over the other? Which one do you feel is the better investment?

  • Report this Comment On May 05, 2011, at 12:11 AM, TMFUltraLong wrote:

    Salsam,

    The weak dollar is one of the reasons the market continues to move higher - that and higher metals prices.

    As I stated earlier in this thread, I am eagerly waiting for a market pullback, but sometimes the market will stay irrational longer than I can pump out bad ideas... lol!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:13 AM, Trap12 wrote:

    Thank u very much, sir.

    What is ur opinion on MDR?

  • Report this Comment On May 05, 2011, at 12:15 AM, TMFUltraLong wrote:

    AvianFlu,

    The good news is you aren't going crazy... there really isn't a way to invest directly in Estonia.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:21 AM, TMFUltraLong wrote:

    TheLattice & rkeyes47,

    I'm going to field your Petrobras (PBR) questions together.

    Like Exxon Mobil (XOM), I wouldn't dare bet against Petrobras. The company has its fingers in everything and is going to benefit from higher crude prices such as that which we are experiencing now. The only downside here is the pathetic dividend, or should I say lack thereof from this cash cow. Another reason why I'd rather own Exxon.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:24 AM, TMFUltraLong wrote:

    jdonovan20,

    Actually it takes a person without a wife or girlfriend to do this...because no sane person would agree to this otherwise.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:27 AM, caburke37 wrote:

    Isac Simon just put out an article on small- and mi-cap, dividend-paying oil stocks. Would you give me your opinion of WGZRF (if its not an OTC stock)? Also your opinion on the future of BP and the chances of it continuing to increase its dividend to the yield it was at before the crash of the stock. I apologize if im repeating any earlier questions. Thank you.

  • Report this Comment On May 05, 2011, at 12:28 AM, TMFUltraLong wrote:

    gogreen2010,

    Although I can't specifically provide individual advice, I personally prefer the growth prospects at Verizon. I doubt you can beat the company's 5.2% dividend or ridiculous $31 billion in operating cash flow last year. The company is further along in its 4G rollout than any other rival and that means excess profits for this giant.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:32 AM, TMFUltraLong wrote:

    Trap12,

    I'm pretty familiar with McDermott International (MDR). It's what I would call modestly undervalued in my view. Its earnings capability is erratic, but generally speaking investors can expect normalized revenue up by 15% each year. McDermott has a low PEG ratio, high net cash and a busy workload. A well-rounded company if you ask me.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:32 AM, crca99 wrote:

    1) Two companies I invest in got bought out this week to my great surprise - LOOP and VLCM. I'm miffed that I held them patiently thru thin times and now will miss the big pay off of their thick times. Question is: TMF does good job of educating on individual companies they follow. Could there be more education about sectors and supply chains? For example, I'd like to see articles that say, "These 5 companies are related; which would you choose?" instead of here are 5 undervalued stocks, all unrelated.

    2) Is there a way to share spreadsheets on TMF?

    thx, CRC

  • Report this Comment On May 05, 2011, at 12:35 AM, nshamapant wrote:

    One more question,

    What is your opinion of KKR Financial Holdings(KFN), with regards to its newest Earnings report

  • Report this Comment On May 05, 2011, at 12:35 AM, tradesmaid wrote:

    What is the basic investment strategy in the stock market with a weak dollar? and with expected inflation?

  • Report this Comment On May 05, 2011, at 12:36 AM, tradesmaid wrote:

    What is your opinion on investing in Brazil REITs?

  • Report this Comment On May 05, 2011, at 12:38 AM, Nickalisk wrote:

    I missed the bernanke statement the other day, what was the gist of it (without being sarcastic if possible lol)?

    Should we honestly expect QE3? or should we expect tightening?

  • Report this Comment On May 05, 2011, at 12:39 AM, TMFUltraLong wrote:

    caburke37,

    You may want to check that symbol again - WGZRF doesn't seem to bring up anything on my end.

    As for BP (BP), I do think with the public beginning to forget what happened last year and oil prices back on the mend that dividend rates could march higher. I don't however feel that the company will move too quickly in raising its dividend with more possible litigation outstanding.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:43 AM, TMFUltraLong wrote:

    crca99,

    As for your first question, I will see what I can do about arranging/suggesting some articles like that.

    As for the second question, there aren't any direct ways to share spredsheets. But you do have a personal blog and a CAPS pick list with 200 possibilities that you can share with the world.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:43 AM, Trap12 wrote:

    Greatly appreciate ur opinion...I am a regular follower of fool....it helped me a lot to learn...and still learning..

    With this I could get / read your opinion on many of my stocks: CSCO,AKAM,INTC,ENTR,MDR,SOL and JOEZ.

    Thank u once again!

  • Report this Comment On May 05, 2011, at 12:48 AM, TMFUltraLong wrote:

    nshamapant,

    KKR Financial (KFN) reported decent sequential earnings growth, but the report highlighted just how fickle investing in lower graded investment vehicles can be. Shareholder equity is up but income is down. It's a mixed report, but the dividend remained healthy and is the main reason to be interested in the stock.

    Fool On!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:48 AM, smartmuffin wrote:

    UL,

    Still awake? One last one from me, if you would. Complete this sentence:

    "I like my stocks like I like my ________."

  • Report this Comment On May 05, 2011, at 12:50 AM, TMFUltraLong wrote:

    tradesmaid,

    In a low-interest rate environment growth comes from nearly everywhere. In a high interest rate environment things get very dicey. We sort of hinted at this earlier in the thread and I've decided we need an entire article devoted to this idea.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:51 AM, EvilEmpire wrote:

    Any thoughts on CDY?

  • Report this Comment On May 05, 2011, at 12:54 AM, EvilEmpire wrote:

    What company is your favorite junior silver miner? Thanks.

  • Report this Comment On May 05, 2011, at 12:55 AM, orvismeadow wrote:

    You mentioned TEVA, which is on my watchlist. Can you comment on their financials and growth? Your thoughts on a good entry range?

    Thanks for your time and talent, Sean!

  • Report this Comment On May 05, 2011, at 12:56 AM, TMFUltraLong wrote:

    tradesmaid,

    I'm not a fan of REIT's in general which is something I've discussed regularly throughout this thread. You can use the CTRL + F function to get a better idea of what I mean.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 12:57 AM, moniker11 wrote:

    Since you like pipeline companies any thoughts on PAA or TRP?

    Also railroad stocks...is Bill Gates right about CNI? Is UNP a good alternative?

  • Report this Comment On May 05, 2011, at 1:00 AM, TMFUltraLong wrote:

    Nickalisk,

    The Bernanke news conference was nothing short of spectacular.....ly boring.

    Sorry, couldn't do this without the sarcasm.

    Fuel inflation is slowing, QE2 will end in June and he avoided all hypothetical questions. Nothing really to report.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:00 AM, Dragonegg wrote:

    I am at the age where dividend income is becoming more important and I am investing now for income in a few years.

    I have owned NLY for 1 and a half years. I know when interest rates rise the stock price will decline along with the dividend. For income purposes, I plan to continue to hold NLY as long as the dividend is at least 3 to 4% yield on cost. I own a few other quality income stocks and plan to continue to hold them for income too.

    Am I missing something? Should I consider selling NLY when interest rates rise?

    When I purchase dividend stocks I look for a 3% yield among other qualities.

  • Report this Comment On May 05, 2011, at 1:00 AM, TMFUltraLong wrote:

    Trap12,

    Thank goodness for CTRL + F huh?

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:01 AM, TMFUltraLong wrote:

    smartmuffin,

    "like my coffee...always in the black"

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:03 AM, tjja51190 wrote:

    what are the chances of QMM getting bought out by Goldcorp?

  • Report this Comment On May 05, 2011, at 1:07 AM, TMFUltraLong wrote:

    EvilEmpire,

    Cardero Resources (CDY) has a balance sheet ripe with cash but they haven't pulled anything out of the ground yet. Pure speculation if you ask me. I'm a tangible results guy and I haven't seen anything tangible yet.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:09 AM, TMFUltraLong wrote:

    EvilEmpire,

    I'd have to say I prefer Endeavour Silver (EXK), if you can still consider that a junior miner.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:14 AM, TMFUltraLong wrote:

    orvismeadow,

    Better than commenting on its growth, you can read what I had to say about Teva Pharmaceuticals (TEVA), Pharma's Most Impervious Pipeline, here:

    http://www.fool.com/investing/general/2011/04/25/pharmas-mos...

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:24 AM, mattsmithsd wrote:

    I am currently a student in my Junior year studying Finance. What kind of advice/tips do you have for someone like myself who is looking to land an analyst job when I graduate?

  • Report this Comment On May 05, 2011, at 1:38 AM, TMFUltraLong wrote:

    Moniker11,

    Both pipeline compnies are great choices, but of the two I'd pay more for Plains American (PAA) in order to get that delectable dividend.

    You can't go wrong with nearly any railroad company as fuel prices continue to climb. Canadian Railway (CNI) and Union Pacific (UNP) are both excellent ideas.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:41 AM, TMFUltraLong wrote:

    Dragonegg,

    If your minimum expectation is a 3% dividend, then selling NLY may not need to be in the cards. Just keep an eye on the company's bottom line and it could continue to work out nicely for you.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:46 AM, TMFUltraLong wrote:

    qjja51190,

    The name of the game in the gold sector is consolidation... but I honestly have zero clue if Goldcorp (GG) is going to purchase Quaterra (QMM). It's difficult enough valuing junior miners... it's even more difficult figuring out takeover candidates.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 1:47 AM, TMFUltraLong wrote:

    mattsmithsd,

    Dress well and be genuine. That's how I got a job as a financial advisor fresh out of college. There's not much more you can do beyond that.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 2:01 AM, TMFUltraLong wrote:

    "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."

    This was posted to the wrong thread, so I'll answer your question here.

    Calling PMI Group (PMI) a terrible company might be giving them too much credit. This company has been a disaster since 2008 yet daytraders seem to flock to it and draw long-term buyers in at terrible prices. I don't like this mortgage lending insurer and think its in a terrible position with Alt-a resets and interest rates potentially rising in the near future.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 2:10 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.

    Add your comment

  • Report this Comment On May 05, 2011, at 2:12 AM, TMFUltraLong wrote:

    serhiyz,

    Pssssst...look one post above yours ;-p

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 2:13 AM, jesvlim wrote:

    What is your assessment of bio-drug firm ZLCS? I am keen to buy at about $2.50

  • Report this Comment On May 05, 2011, at 2:22 AM, TMFUltraLong wrote:

    jesvlim,

    Zalicus (ZLCS) is the only other company I considered in biotech, but Aeterna Zentaris (AEZS) won out with its better pipeline. Lots of possibilities for Zalicus, just too many young drugs that could easily get rejected. Still, i think it has a good shot at success.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 3:40 AM, Holden777 wrote:

    What's your take on oil and gas, specifically COP, in the near term?

  • Report this Comment On May 05, 2011, at 3:51 AM, alllornone wrote:

    This is awesome.. thanks for doing it.

    What's you take on ABAT?

    They have dropped huge on accounting / reporting irregularities. $1.60ish seems a good position...

  • Report this Comment On May 05, 2011, at 5:11 AM, rancidx3 wrote:

    What's your take on sony(sne)?

  • Report this Comment On May 05, 2011, at 6:05 AM, dbtheonly wrote:

    First off Mr. Williams, Thanks for doing this. At his point, 6 a.m. EDT, there are 486 comments. This is far too many to sort through & so I'm wondering if a more compact system can be devised?

    I have seen multiple referenced to the "Stochastic" technical indicator. Like many Fools, I believe that all technical analysis is hocus pocus designed to keep us flinging money at the wrong stocks; but can you define/explain the "Stochastic" system to me.?

    And have I spelled it right?

  • Report this Comment On May 05, 2011, at 6:43 AM, rkeyes47 wrote:

    You still alive?

    Question 2: Your thoughts on $DEO

    Question 3: How many of their products have you consumed in the last 23 hrs?

    Hang in there.

  • Report this Comment On May 05, 2011, at 6:49 AM, investwisely42 wrote:

    To my follow up to last night's questions about where the market is heading into year end, if you feel the market will be close to 11,000 which means its going down between now and Dec 31st, why should we invest in individual stocks now if there is a greater chance it will go nowhere and perhaps even suffer major losses? You dont seem too bullish going forward year end...Any bright spots in any sectors at all? Tech? Materials? Industrials? any others?

  • Report this Comment On May 05, 2011, at 6:51 AM, investwisely42 wrote:

    How critical is today's ECB meeting and tomorrows job report relative to the performance of the market not just today and tomorrow's trading but for the month of May and beyond? Are there other factors we need to be aware of that is not mentioned by the analysts out there?

  • Report this Comment On May 05, 2011, at 7:13 AM, TMFUltraLong wrote:

    Holden777,

    My Internet seems to have picked a fine time to die on me so now I'm writing you from my iPhone. ConocoPhillips (COP) is one of my favorite value plays I'm the oil and gas sector and makes for a perfect tie-in to stronger oil prices.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:17 AM, TMFUltraLong wrote:

    Allornone,

    Talk about doing this all or none. I've been reduced to typing out responses on my iPhone since my Internet connection decided of all days this was the day to die on me.

    Advanced Battery Technologies (ABAT) is a company in my CAPS portfolio that could be surprisingly undervalued if it's books turn out squeaky clean. We need time to figure out if that's the case, but I'm leaning toward that end result, at least in my CAPS account

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:21 AM, TMFUltraLong wrote:

    Rancidx3,

    I just ask you to bare with me since this is coming from my iPhone still.

    Sony (SNE) needs a good slap on the head. This PR campaign regarding the recent hacks is going to have them in a near-term vice. I'm also not thrilled with their growth recently. It's probably a company I'd pass on at the moment in favor of a rival.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:25 AM, TMFUltraLong wrote:

    dbtheonly,

    I think of the stochastics technical indicator much like a probability indicator. It's taking into account the stocks momentum and determining whether or not it's overbought and due for a pullback or oversold and ready to bounce. I'm not one for most of what I refer to as "new technicals" but I find it's cousin, RSI to be mildly useful for entry points into a stock.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:29 AM, TMFUltraLong wrote:

    rkeyes47,

    I'm still alive but my cable company isn't going to be when I get a hold of them. I'm still typing away from my iPhone!

    I haven't had a single drink from Diageo's (DEO), and I feel the company is fully valued here. I'm worried about consumer spending on liquor in the near-term and would advocate caution.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:33 AM, TMFUltraLong wrote:

    investwisely42,

    I'm not overly bullish about things right now and do expect a modest correction into the year end. I look for outperformance from the pharmaceutical and financial sectors oddly enough.

    Remember that you don't always need to be long the market to take advantage of it. Short sells and puts are two other options - no pun intended.

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:36 AM, TMFUltraLong wrote:

    investwisely42,

    Today's ECB meeting and the never-ending stream of economic data are merely one day movers. It's Europe's debt situation and our own debt that we should be paying closer attention to. Also keep an eye on that housing market - it's still painting a sick picture.

    And yes, I'm still doing this from my iPhone!

    Fool on!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 7:49 AM, TMFGalagan wrote:

    @fikemj -

    The only downside to taking 0% capital gains is if you have other tax benefits that are dependent on having a low taxable income. For instance, taking capital gains can turn some Social Security payments into taxable income, or can make you ineligible for tax credits that are income-based.

    In addition, be sure to realize that if you take too much in gains, you'll tip yourself over into the next bracket, where the 15% rate on cap gains kicks in. So it's not an unlimited benefit, but it could still do you some real good and you definitely don't want to waste that free space in your taxes!

    best,

    dan (TMF Galagan)

  • Report this Comment On May 05, 2011, at 8:00 AM, TMFUltraLong wrote:

    Ok folks, it's been real. In 24 hours we basically went through 500 comments. Thats a record around here if I recall correctly. If you'll excuse me I have a bed that awaits, as well as two cats waiting to pounce on me as soon as I lie down.

    Keep on keepin' on!

    Fool out!

    TMFUltraLong

  • Report this Comment On May 05, 2011, at 8:06 AM, sagavani wrote:

    What is going on with JDSU?

  • Report this Comment On May 05, 2011, at 8:25 AM, Natolx wrote:

    What are your thoughts on ZAGG and the 53%+ short interest going into earnings on May 10? Why are so many people short?

  • Report this Comment On May 05, 2011, at 8:30 AM, rd80 wrote:

    Awesome job Sean.

  • Report this Comment On May 05, 2011, at 9:02 AM, jbird201 wrote:

    What's your take on SUPG?

  • Report this Comment On May 05, 2011, at 9:02 AM, dippinmytoes wrote:

    Do you think the end of QE2 will mean inflation?

  • Report this Comment On May 05, 2011, at 9:32 AM, telecherry wrote:

    i am new to investing, unemployed, have zero debt, and a small inheritance that keeping me afloat. A financial adviser told me to come back when i get a job,(rather rudely, i might add). Is there one small thing i could do or invest in while i continue to search for work? I don't trust commission based advice ! Thank you for your help...

  • Report this Comment On May 05, 2011, at 11:29 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 05, 2011, at 11:45 AM, dbtheonly wrote:

    Thank you. Sleep well.

    If I might foolishly suggest to telecherry, stay defensive. Don't get wild. I'd suggest KO, MO, MCD, XOM, JNJ. What you don't want to do is risk your food money on the FOREX.

    And yes a steady income is important. You want ot be able to afford to lose everything you've invested without being hurt too badly.

  • Report this Comment On May 05, 2011, at 5:48 PM, Kloris wrote:

    How come my question was never answered?

  • Report this Comment On May 05, 2011, at 6:14 PM, yazmeen124 wrote:

    Hi,

    i am doing a school project about the crisis in Libya. i need to contact an expert about the topic in order to complete the project, i was hoping you could help me (or find someone who could help me) with it, i understand if you are too busy but i would really appreciate your help. if you could i would like you to give me your opinion about Obama getting America involved in the situation.? any response would be greatly appreciated, and if you read this thank you very much for your time.

  • Report this Comment On May 05, 2011, at 6:29 PM, MUDFLAP514 wrote:

    I suspect 'S' filings are bad for investors especially in a thinly traded stock . Your comments.

  • Report this Comment On May 09, 2011, at 3:12 PM, df2r wrote:

    hi mom!

  • Report this Comment On May 10, 2011, at 1:33 PM, jontj2000 wrote:

    What is the best way to invest in silver. Is SLV or weaton silver a good start.

  • Report this Comment On May 10, 2011, at 5:37 PM, jtrejo08 wrote:

    I'm a new investor; recently started a roth 401k with $500. Do have any recommendation on stocks for new investors (I am 31 years old) to invest in.

  • Report this Comment On May 11, 2011, at 11:10 PM, 1Winnipeg wrote:

    What do you think is the over all consensus about dividends, take your dividend dollars and run for the hills and invest in other companies, or reinvest in the same company which happens with ease and automaticaly with my brokerage account. Any advice? What do other fools say?

  • Report this Comment On May 12, 2011, at 3:35 PM, chaz572 wrote:

    @fikemj -

    Beware the wash sale rule. If you buy back substantially the same thing you just sold within 30 days, you don't get to book the gain and rebase the position for tax purposes. I mention this because it sounds like you're flirting with running afoul of that. Buy something different, or wait >30 days to rebuy to make sure the tax situation comes out as you're hoping.

    UL -- awesome job. I'm late to the party because it took me four days of my measly free time allotment just to read this whole thread! Hope you got some well-deserved sleep and kitty cuddlin'. Thanks for the ideas -- my watchlist grew by about four or five solid ideas from reading all this!

  • Report this Comment On May 13, 2011, at 12:46 PM, mstate97 wrote:

    Are investments in MLPs and a royalty trust such as Sand Ridge Mississippian Trust I suitable for Roth accounts? There is no tax paid on profits within Roth accounts, thus the source of any profits within the investment should not matter.

  • Report this Comment On May 13, 2011, at 4:35 PM, gdfelan wrote:

    I've been a suscriber for one year now and have yet to purchase any stocks. I have resolved to do so this summer. I read with interest your last issue regarding core stocks to own and to "Embrace the Unknown". You suggest owning certain core stocks along with Best Buys Now. In terms of being diversified, my question is what percentage of my stock portfolio should be Core and what percentage should by Best Buys Now?

  • Report this Comment On May 13, 2011, at 6:30 PM, ckaye98 wrote:

    Good afternoon, what is your opinion of the stock PWVI. This is a fairly new up and coming "green energy" stock and has a lot of growth potential. Just wondering why it is moving so slowly and up and down so very much. Thanks!

  • Report this Comment On May 14, 2011, at 9:21 AM, shiredell wrote:

    Why send this email to me? I am a subscriber in England and I find your information on American shares of very little benefit. Perhaps it would be wiser of you to tailor your newsletters to English subscribers to be about the British stockmarket.

Add your comment.

Sponsored Links

Leaked: Apple's Next Smart Device
(Warning, it may shock you)
The secret is out... experts are predicting 458 million of these types of devices will be sold per year. 1 hyper-growth company stands to rake in maximum profit - and it's NOT Apple. Show me Apple's new smart gizmo!

DocumentId: 1488049, ~/Articles/ArticleHandler.aspx, 12/21/2014 2:10:30 AM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement