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F5 Networks, Inc. Message Board

caponsacchi 7 posts  |  Last Activity: May 2, 2016 11:49 AM Member since: Apr 21, 2000
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  • Suddenly I'm seeing ads pop up in the middle of my cable programs that are so exaggerated and disruptive (with the familiar gonzo camera shaking like 3 simultaneous reality shows and kids running about in panic mode) that I can't help wonder if I'm seeing a SNL parody of "48 Hours." The crisis is soon identified as a potentially fatal allergy (to peanut butter), after which we see the word "Mylan." I guess if you're the parent of a college student who attends parties, you can rest assured now that Mylan has your precious one's back.

    Sentiment: Sell

  • caponsacchi caponsacchi May 2, 2016 11:39 AM Flag

    That doesn't begin to register the pain of the shareholder who, before chasing the stock up to its high pre-Teva, had been subjected to a tax inversion, paying for all of his capital gains on the "American" company before its reclassification as "foreign.".

  • Reply to

    Interesting analysis at ExtremeValueStocks on MAC

    by rswentor Mar 9, 2016 8:13 AM
    caponsacchi caponsacchi Apr 15, 2016 12:28 PM Flag

    It certainly doesn't support purchase at present levels.

  • Reply to

    Think the market will calm down?

    by pk7689 Mar 7, 2016 4:54 PM
    caponsacchi caponsacchi Mar 24, 2016 1:18 PM Flag

    I knew a guy who said the only way to make money in the market was to sell puts on the S&P500. But then Obama became Pres. in 2009 and six years later the averages had more than doubled. That finished his put-selling.. But the market seems topped out and the Fed's low-interest policy to promote growth promises to keep people in stocks. So a stable S&P could be here to stay--in which case, buying puts makes sense. (I prefer staying long, away from derivatives, which I don't understand.)

    Sentiment: Hold

  • I'm somewhat surprised to see that this normally winning fund is still ranked at 5 stars, esp. given its underperformance in the last quarter of 2015 and for the first 2 mos. of 2016. I hope the fund's managers take a longer, closer look at Mondelez (apparently their 3rd largest holding). The company's snacks (Orioles, Lorna Doone, etc.) don't strike me as a big growth market with a more health-conscious public. (If I decide to cheat with my diet, better it be Hershey products than Oriole cookies.) I'm taking some money off the table until evidence of a turnaround for this fund.

    Sentiment: Hold

  • Reply to

    Shareholders are getting short end of the stick

    by gman1976805 Feb 11, 2016 1:45 PM
    caponsacchi caponsacchi Feb 11, 2016 7:48 PM Flag

    Icahn didn't do all that well by Herbalife, and his buying up enough of Cheniere to be able to force out its CEO is promising to be a total backfire. I know that he's the first expert, even problem-solver, to spring to Trump's lips when the subject of the economy comes up, but it would take a name like Warren Buffett's to win my vote. S&P500 down (again) by 1.23%. Berskshiire-Hathaway was down 1.18%. Not a big difference, but this is a game of inches. High-rollers should be in Vegas--playing not with the shareholder's money but their own.

  • The CEO boasted to Maria Bartiroma today that her company had enjoyed eight years of solid earnings--"proof" that Mylan wasn't deserting its shareholders by betting its present success against the future. Let's see, present success--for whom? I was one of those shareholders who started accumulating Mylan 8 years ago with "real" money. Then came 2015, which for Mylan shareholders was a time of sticker shock, thanks to the company's tax inversion. No change to the value of my holdings yet I was being taxed on all of my "invisible" gains. Soon the stock settled down and started climbing, as analysts began recommending it and the once-fleeced shareholder--perhaps thinking that the inversion was actually working--started chasing Mylan to a price-point that was 50% above the inversion price. False alarm. The shares tumbled back in breath-taking fashion to inversion price levels. And now at a time of extreme market volatility, when a whip-lashed,cash-strapped shareholder, can only hope for a CEO who has the shareholders' interests at heart (i.e. is careful to preserve capital), she blithely tells Maria "this is the time to buy." (How could she, of all people, know?) The market responded with a one-day 20% dive for the stock. The shareholder can only be sold out so many times before he's broke--and the company is broken.

    Sentiment: Sell

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