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DoubleLine Opportunistic Credit Message Board

jackmaster20 680 posts  |  Last Activity: 33 minutes ago Member since: Apr 25, 2009
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  • Reply to

    Stock split coming soon?

    by toothyjew Mar 24, 2015 11:53 AM
    jackmaster20 jackmaster20 33 minutes ago Flag

    not in the next 90 days ….that's for sure

  • Reply to

    Looks like shorting

    by appleshortsareimbeciles Apr 16, 2015 11:44 AM
    jackmaster20 jackmaster20 35 minutes ago Flag

    if so, still 95 % of your posts are worthless rants……
    of which I will say that I have become jaded toward.

  • Reply to

    Russian Sanctions

    by willaimdouglass2015 Apr 16, 2015 12:42 PM
    jackmaster20 jackmaster20 39 minutes ago Flag

    Winomaster

    1) Russia does not have the resources to win or even fight
    a full EU war. Japan lost. badly.

    2) Europe has seen 50 years of how Russian dominated
    countries end up, not well. Either economically or socially.
    Unless Germany joined Russia

    3) I don't think the strongest economic nation with the largest
    military is facing exhaustion. Maybe the US has told the
    MidEast countries they need to fight their own regional wars,
    with the help of US high tech conventional military assets..?
    Their soldiers & US long range guided missile systems
    launched from US aircraft carriers.

    4) I doubt the entire MidEast could defeat Israel, if the US
    allowed Israel to fight all out. The MidEast military is not
    better compared to Israel, since 1967.

    5) Maybe it ends up in 25 years "Shia vs Sunnis" dividing
    up the Middle East.? USA would side with Sunnis
    unless Saudi Kings did something "goofy" like attack Israel.

    Thank you for your reply.

  • Reply to

    Looks like shorting

    by appleshortsareimbeciles Apr 16, 2015 11:44 AM
    jackmaster20 jackmaster20 1 hour 13 minutes ago Flag

    I hold NADL still

    Who made you the NADL board cop….?

    I patiently await one facts based message from your that indicates
    your premise for your current NADL opinion……
    ….after all, its an investing message board

    Of course you have only made profitable investments in your life…!

    I am here not to put up with "macho" BS from whoever you are,
    but it seems I spend more & more of my time dealing with your
    crazy & baseless rants….. I wish one time posters like you would
    try to put together one single post based upon the available facts
    known to investors…!

  • Reply to

    WILL THE BIRD FLU HURT LOCO

    by casstech1964 12 hours ago
    jackmaster20 jackmaster20 3 hours ago Flag

    Will thoroughly grilling the chicken until fully cooked, remove any risk of a viral contamination…?

    If it does, LOCO mgmt needs to come out and say this ASAP.

  • Reply to

    Earnings tomorrow -

    by fundemental_technician Apr 20, 2015 1:50 PM
    jackmaster20 jackmaster20 3 hours ago Flag

    IMO its not that easily defined ……..

    Yes, Royalty revenues were UP 28 %, YOY to $ 184.7 million in Q1
    (I consider these revenues past ARMH tech innovation wins)

    However, processor Licensing revenues was down 2 %
    (This I consider the ARMH current design innovation wins)
    I like to see licensing more robust than royalty, if possible.

    32 cents Q1 EPS on total Q1 revenues of $ 341 million

    While nice data, the market seems to be focusing on the CFO statement
    that full year 2015 revenues "will meet" estimates.

    Still zero signs of a competitor to ARMH talents in low energy chip design.

    $ 60 only if licensing picks up…..?

    Any comments are welcome, if I have missed important points.

  • Reply to

    LMT 1st qtr earnings date

    by wondering_man45 Apr 14, 2015 10:19 AM
    jackmaster20 jackmaster20 3 hours ago Flag

    actual data from this AM…..

    EPS $ 2.74 down 6 %…..estimates was for $ 2.48
    Revenues $ 10.11 Billion down 5 % ……estimates was $ 10.2 billion

    Full year EPS from mgmt now is $ 10.85 - $ 11.15
    was at $ 10.80 - $ 11.10

    consensus full year EPS now at $ 11.14

    Few C-110s and F-15s delivered but more F-35 being sent out.

    Looks OK for me, may not get back to $ 200 this week but these data
    allow for further stock price strength in the months to come.
    More EPS will be coming later this year.

  • Reply to

    IBM

    by axpkocop 21 hours ago
    jackmaster20 jackmaster20 4 hours ago Flag

    wrong message board …?

  • Reply to

    Looks like shorting

    by appleshortsareimbeciles Apr 16, 2015 11:44 AM
    jackmaster20 jackmaster20 18 hours ago Flag

    Your name calling proves nothing…..hope it helps you feel better about yourself.
    Of course shorts profit, but less than you give them credit for.

    NADL does not trade exclusively with Brent as your initial post would imply.

    Take a breath and try posting a balanced message without all of the venom……
    No real benefit to anyone to type "I'm a tough guy" posts……!
    You're just one voice amount many.

  • Reply to

    Russian Sanctions

    by willaimdouglass2015 Apr 16, 2015 12:42 PM
    jackmaster20 jackmaster20 19 hours ago Flag

    thanks for your input…….

    Does Putin possess the resources to carry out a pan-European campaign to
    beat & control Europe….? Alternatively, will Germany, Poland, Italy, France,
    the Nordics and maybe Turkey allow Russia to control their continent…?

    Is not the emerging US, Egypt, Israel, Jordan & Saudi military combine in the
    MidEast, which now appears more willing to fight, pose as a larger threat to
    enterprising sects or rogue dictators(Putin) than in years…back as far as when
    the UK controlled the MidEast in the late 19th century…?

  • Reply to

    Earnings tomorrow -

    by fundemental_technician Apr 20, 2015 1:50 PM
    jackmaster20 jackmaster20 19 hours ago Flag

    I think ARMH books revenues about 3 months after they are made ……. so tomorrow should be
    about the same as what other chip firms did in Q4 2014

    I think Q2 2015 will be more positive, but Q1 2015 should be a beat on EPS and maybe a slight
    miss on revenues

    At any rate the stock price should do OK unless there is a big miss

  • Reply to

    LMT 1st qtr earnings date

    by wondering_man45 Apr 14, 2015 10:19 AM
    jackmaster20 jackmaster20 22 hours ago Flag

    LMT posts $ 2.58 EPS tomorrow
    but revenues will be flat

    easily back over $ 200 this week

  • Reply to

    sold 3500 shares at 28.20

    by hft_lover Apr 20, 2015 11:20 AM
    jackmaster20 jackmaster20 22 hours ago Flag

    If you got into LOCO at $ 21 and you are a long term believer…..why didn't you at least
    wait until the Q1 2015 results are published…..?

    There has been zero reasons to sell in April…..zero news to justify the price up or down,
    other than normal "back n filling" after Q4 2014 results & the market's overall up bias....

  • Lots of news about RTN buying cyber firms…..

    But for Q1 2015 results, watch for these weapon systems leading the way for RTN to beat
    the consensus earnings…..!

    SDB-2
    SM-2
    Patriot
    Talon
    Tomahawk

    RTN beats and the stock will trend higher in reaction to RTN strong execution.

  • jackmaster20 jackmaster20 Apr 20, 2015 10:47 AM Flag

    rk

    Nice post

    LMT beats its numbers tomorrow.

    They always do. This currency war is not their first rodeo.

    As a long time long investor in LMT I will not see a near term entry price
    for LMT in 2015. The stock will "ebb n flow," but the trend is higher until
    a big negative surprise hits LMT. That's not going to happen in the current
    geopolitical environment.

    Unless an investor's avg cost for LMT is approx $ 195, there is nothing
    to worry about holding this stock. Let's all enjoy the dividend as we await
    the next LMT updraft

    The US DOD "ain't gonna turn its back on LMT"…not with China & Russia
    acting like "macho men"

  • jackmaster20 by jackmaster20 Apr 20, 2015 10:12 AM Flag

    Shareholders of record on May 11, 2015 will get 2 shares for every share of PPG they
    owning early June.

    A % of the Yahoo message board crowd goes nuts over these type of announcements
    but I think it is a non-issue other than its easier for "Weak Hands" to get into this
    stock, which could make the price more volatile in the second half of 2015 ……as these
    same weak investors get worried at PPG's first sign or price weakness.

  • Reply to

    Looks like shorting

    by appleshortsareimbeciles Apr 16, 2015 11:44 AM
    jackmaster20 jackmaster20 Apr 17, 2015 7:11 PM Flag

    Its the smart investor sect leaving NADL for all of the
    obvious reasons that tells everyone why NADL is down
    over 80 %

    If the sanctions and the Brent price drop were not issues……
    then the shorts or other "demons" of the terrible stock market
    would not have a chance to stand in the way of this stock.

    Whatever happened to just saying "I was wrong" …..?
    That has happened many times in my investing career….!
    85 % of everyone here blames someone else when
    they are wrong...! Egos more important than profits.

  • AM Cordio looks to be a group of talents offered to design for mobile watches that require
    "sub one volt"of energy useage....

  • Reply to

    Russian Sanctions

    by willaimdouglass2015 Apr 16, 2015 12:42 PM
    jackmaster20 jackmaster20 Apr 17, 2015 4:43 PM Flag

    please explain your rationale for your opinion.

  • jackmaster20 jackmaster20 Apr 17, 2015 4:41 PM Flag

    hjeffer846

    I think NADL will survive........
    but I don't know in what configuration.

    This stock will not do anything until 2017.....

    So I agree with you its spec $$ to be bought on down
    drafts for many quarters until Putin decides he needs
    the Kara Sea capital more than he needs to be
    "Macho Man".

    Who is next in line in Russia if Putin is out of the picture...?

    Thanks for your posts today...have a nice weekend.

    JM20 & L528 (wife's address) by accident

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