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Krispy Kreme Doughnuts, Inc. Message Board

trade_on_ta 1173 posts  |  Last Activity: Jan 3, 2014 1:36 PM Member since: Aug 24, 2007
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  • Reply to

    look down

    by trade_on_ta Dec 31, 2013 10:09 AM
    trade_on_ta trade_on_ta Jan 3, 2014 1:36 PM Flag

    Thank you for your response.
    Although, I agree that the demand for storage and the expanded utility and application for the storage industries products, I do not think that the current valuations are sustainable. The industry remains a cyclical industry regardless of any technological advances. To illustrate my point, look at the memory industry as an example (another cyclical now close to cycle lows as supposed to WDC). Memory devices over the years made their way into many devices other than desk top computers; their market had expanded to cell phones, cameras, etc. the price of their stocks suffered as pricing pressures continued which eventually forced consolidation; setting the stage for the next cycle up. WDC should go down after earning; earning revisions and all have been baked into the price already.

  • trade_on_ta by trade_on_ta Dec 31, 2013 3:34 PM Flag

    I disagree with the article below; the price is already trade at a multiple that accounts for the potential growth.
    WDC is cyclical; down from here.
    http://seekingalpha.com/article/1923341-why-western-digital-may-have-61-7-upside-from-current-levels?source=yahoo

  • trade_on_ta by trade_on_ta Dec 31, 2013 10:16 AM Flag

    At this level and valuation; profit taking is the way to go.
    After earning the price should be much lower

  • trade_on_ta by trade_on_ta Dec 31, 2013 10:09 AM Flag

    WDC PE ratio is more than double its historical high

  • trade_on_ta trade_on_ta Apr 13, 2013 12:01 PM Flag

    I closed my double gold short, and went long double vix futures.

  • Reply to

    Last Friday's Close

    by trade_on_ta Apr 7, 2013 6:07 PM
    trade_on_ta trade_on_ta Apr 7, 2013 6:09 PM Flag

    I meant above it.

  • trade_on_ta by trade_on_ta Apr 7, 2013 6:07 PM Flag

    The close of 67.86 is different than what we have seen for a long time.
    for a long time the weekly average was maintained and the price came to close below it. This time it did not.
    Expect further decline.

  • Reply to

    Toxic assets

    by trade_on_ta Apr 5, 2013 6:45 PM
    trade_on_ta trade_on_ta Apr 5, 2013 8:47 PM Flag

    MBS - Mortgage backed securities are toxic assets.
    If it were not for the fed, no one in his right mind will own them.
    That is what QE is all about.
    Financing the deficit?

  • trade_on_ta by trade_on_ta Apr 5, 2013 6:45 PM Flag

    Toxic assets are worthless assets today tomorrow, at maturity and always.
    Throwing good money after bad money is bad overall.
    A car with a defective engine that its owner polished the exterior to fool buyers with a nice clean look is still a car that is defective.
    Owning defective cars and more of them and accounting for them as assets of value is bad accounting.

  • Reply to

    MY take & opinion

    by trade_on_ta Mar 2, 2013 8:01 AM
    trade_on_ta trade_on_ta Mar 2, 2013 8:20 AM Flag

    correction:Because of that, I do NOT see a long position in the market via any vehicle (401 k, individual stocks, ETF’s, etc.) is a good idea. Keep in mind that efforts are being put to justify the functionality of such models; to me that is fudging the data; so even if you print 1750 on the S&P that is a cause of concern and not a cause of celebration or validation.
    Again, I do NOt think individual investors should start buying in the market... even if markets go up.

  • trade_on_ta by trade_on_ta Mar 2, 2013 8:01 AM Flag

    The perception as it pertains to the market as suppose to the real economy is that if you keep stimulus long enough the economy will strengthen enough to hold its own thus not repeating the mistakes of the past around the depression time when stimulus was withdrawn supposedly prematurely. That is a perception because the economy is cyclical meaning that when consumption / product cycles are considered the natural tendency of the economy is to fluctuate. Also, there appear to be a phase shift between the market and the real economy. Harmonizing all is an un-natural suppression to market and economical forces and can only lead to chaos at the end. I do not think the models used and being experimented with will perform as expected. A Huge disappointment is in the making; especially if further steps are taken to fulfill the prophecy of the models (self-fulfilled prophecy).
    Right now we are compressing a spring for a lack of better term, no matter how long we keep it under compression the energy stored will not dissipate; in fact in the market that energy will gather momentum with time. Because of that, I do see a long position in the market via any vehicle (401 k, individual stocks, ETF’s, etc.) is a good idea. Keep in mind that efforts are being put to justify the functionality of such models; to me that is fudging the data; so even if you print 1750 on the S&P that is a cause of concern and not a cause of celebration or validation.

  • trade_on_ta by trade_on_ta Mar 1, 2013 7:43 AM Flag

    bull markets ????
    The sky is the limit.

  • trade_on_ta by trade_on_ta Mar 1, 2013 7:33 AM Flag

    Going forward lip service is the only support the market will have.
    What has been done and currently being done is not enough to stop the tsunami if it were to start.
    Lip service and psychology / manipulation thru media outlets are what are left.
    In my opinion 401 k and all long positions should be closed.
    I must say, that there will be a back stop down deep.

  • trade_on_ta by trade_on_ta Feb 25, 2013 7:35 PM Flag

    In the past I said many times that aapl will be going down in the 400's at that time aapl was marching forward as if there was tomorrow. Again AAPL will trade below 400; use any bounce to unload.
    GooG will do the same as aapl did; goog is going to 600 range the below that longer term. Cut your exposure to it. If you are short, then dollar cost average.
    The qqq will trade below 60; I said that before too; but so far that did not happen, not to be confused with that it won’t happen. Again the qqq will trade below 60.
    No need to mention that there is a concentrated effort to tell you otherwise.

  • trade_on_ta by trade_on_ta Dec 31, 2012 10:23 AM Flag

    Simple minded people get distracted by a show called a "fiscal cliff"
    That show was written and agreed upon in 2011...
    Bad times are coming....
    Don’t even listen to or watch the non-sense for public consumption feed that is used to dump and numb the intelligence subconsciously of everyone
    Bottom line... tax will go up. People will keep less of what they make
    And that is just the beginning.

  • The trend is down and will continue and accelerate in 2013.
    Smart money are selling ....
    Take your profits if you have them ;;limit your loses if you have them ....

  • Reply to

    ozmo

    by trade_on_ta Dec 29, 2012 6:38 PM
    trade_on_ta trade_on_ta Dec 29, 2012 7:29 PM Flag

    not sure, it smell like arbitrage.
    that is trading of the past few days

  • trade_on_ta by trade_on_ta Dec 29, 2012 6:38 PM Flag

    "Atmel expects the transaction to close by year end and to be accretive to Atmel's earnings in 2014."
    That is why the price was held as of late.
    The close of the deal news, I assume based on the aboe quote would be on Monday the 31st.
    After that I think ATML will sink. The deal will be accertive to Earning in 2014.
    Correct me if you see it otherwise.

  • Reply to

    atml will not go down

    by speculamania Dec 28, 2012 10:06 AM
    trade_on_ta trade_on_ta Dec 28, 2012 12:40 PM Flag

    it will be down by day end

  • Reply to

    I am calling the bottom

    by whatamarket Dec 28, 2012 10:59 AM
    trade_on_ta trade_on_ta Dec 28, 2012 11:57 AM Flag

    "can't go lower"
    It will; sine 69 or so... go look how many post were calling for higher highs...
    look where the qqq now...
    The trend been down..
    it will continue down
    never mind day to day movement...

KKD
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