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SPDR Dow Jones Industrial Average Message Board

tracycai 19 posts  |  Last Activity: Aug 19, 2014 2:58 PM Member since: Jun 2, 1999
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  • I noticed that in the past, if YHOO goes up a lot, the second day it will sell off a little. This is the first time in long time that YHOO is up two days in a row with good volume, I noticed the short interest increased, so even with more people are shorting, price is still holding above trend line, so far so good.

    Sentiment: Buy

  • tracycai tracycai Aug 19, 2014 1:02 AM Flag

    Not everyone believes it, the short interest increased, even on CNBC's fast money, only one guy is promoting YHOO, others were a bit mumble jumble. I think the the sentiment is still pretty negative.

    Sentiment: Buy

  • tracycai tracycai Aug 18, 2014 6:04 PM Flag

    I have been holding YHOO for a while and kept hearing this *YHOO will go to $40 and above for a few months* up to a point I wanted to throw in the towel, like, up and down, frustrating. Then you think about it, if big boys know this will run up to $40 right before ipo, they probably wait right before it started to move to jump and use the cash to play other stocks before then. It all makes sense now, I am glad that I did not sell, the time is now. The force is with us.

    Sentiment: Buy

  • tracycai tracycai Aug 18, 2014 6:02 PM Flag

    This is the same move as APPL iphone 6 launch. We all know iphone 6 is coming but the real move was from last few weeks, people like to wait for the last minute to jump in, maybe the big boys like the instant gratification. YHOO will run up to $40 and above before BABA ipo which is around labor day Sep 5 or Sep 6.

    Sentiment: Buy

  • This is very interesting. When you look at the most actively traded stocks today, most of them were traded below average volume, I figured that most people are still on summer vacation at the beach. However, YHOO today traded above average volume. Strong push above $37 and stayed above $37 throughout the day. The chart looks beautiful, no bad news ( aside from Russia but that is not YHOO related news ) would come out from now and Alibaba IPO. The risk/reward favors reward. We either push through $38 and then take out $40 or drop back to $34.

    Sentiment: Buy

  • Reply to

    KORS... ??? Meh.

    by the_savvy_monkey Aug 9, 2014 8:10 AM
    tracycai tracycai Aug 9, 2014 10:08 AM Flag

    I completely agree. It is like the hey days of UA/NKE. There were chatters about UA will KILL NKE. Well, they didn't, they do very well, NKE did a big come back. Both can co-exist and both can thrive. I was surprised so may naysayers came out and call Coach an old dying company. The media kept reporting how KORS and KATE are eating COH's lunch, they fail to report 1) This is already priced in the stock price, if not more. 2) COH has very good cash flow, solid balance sheet, very low debt, high bond rating and good design team which is very hard to *be killed*. It is JCP for the manner. Time will tell. I am holding for the long run, three years at least and I will buy for every dip. 3-4% dividend and large buy back program ( 840 millions remaining ), the reward is more than the risk. Don't forget, large short interest, at some point, they have to cover, if stock keeping going up, why would they holding it to pay dividend ( shorts have to pay dividend to longs ), at some point, they will throw in the towel. They refused to do so before ER, hoping to have a disaster ER so they can maximize their profit, but ER did well, so what is their hope? Next ER being a disaster, wait for three months, worry about buy out or any good news ( like monthly report that sales is picking up ).

    Sentiment: Buy

  • tracycai by tracycai Aug 8, 2014 3:50 PM Flag

    KORS were considered a HK brand in China because it's founder and headquater were based in HK, Chinese people prefer foreign brands, COH was considered American brand which is a bit more cool than HK brand. Just something to share. And yes, margin is good in China. It is not okay to lose US market but if COH can gain more momentum in China, the bottom line will improve.

    Sentiment: Buy

  • Reply to

    French Company?

    by incompetent98 Aug 8, 2014 2:00 PM
    tracycai tracycai Aug 8, 2014 3:30 PM Flag

    If you look at the order size, it is large firm that are buying, not us, moms and pops. They have hated COH for so long and all the sudden, start to buy up, if it is a pump and dump, they could have picked a better candidate, the retail investors do not play COH. They are in those momo stocks or big names like apple goog intc.

    Sentiment: Strong Buy

  • Reply to

    French Company?

    by incompetent98 Aug 8, 2014 2:00 PM
    tracycai tracycai Aug 8, 2014 3:25 PM Flag

    If you look at the chart, 50 days moving average is $36.20 if we close above that, next stop is around $39 and then big gap up. And of course, if Russia gets messy, all bets off but it is not COH specific issue. ER is just out, what is next shoe to drop? I could not think of anything that could the stock to crash. But the upside is 1) short covering. 2) activist investors take stake 3) buy out 4) stock buy back. you name it.

    Sentiment: Buy

  • tracycai tracycai Aug 8, 2014 2:03 PM Flag

    If you look at the new bags from KORS, it is the same old, don't get me wrong, I still love KORS but seems like that are running out new ideas, that is why they are discounting the bags too, My gf was upset that TJX sells KORS now, I think COH will get some market share back from KORS, not all, it is tough sector but slowly, COH will get some shares back and when that happens, stock rally. You get good dividend while waiting, the risk reward in favor of reward.

    Sentiment: Strong Buy

  • Even if the rumor turns out to be false, that opens the door for buyers. At 9B market cap, big cash on balance sheet, very little debt, it is attractive. Maybe Buffet can take a look too. Yes, they are crushed by KORS and KATE, but don't forget, if not, they would be trading at $60s not $30s, it is priced in already. From my own experience, I used to buy Coach bags, then I switched to Kors and Kate myself last year because COH is not cool anymore, but guess what, I switched back, why, KORS is not cool anymore when every other gals is wearing them and you have to pay a premium for the similar bag, then I went to Coach store, hey, they have some nice stuff with much less price than KORS, so why would stick with Kors? Consumers are fickle, they switch back and forth, but Coach has figured out how to source, they have a good design team, in long run, they will come back, if JCP can come back, why not COH?

    Sentiment: Strong Buy

  • tracycai tracycai Aug 3, 2014 10:03 AM Flag

    100% agree! You DO need five years data to be approved by the state to get your *license* to sell the technology, so even there is a new comer, he needs five years to enter the real market. Good luck find someone who's willing to fund you millions to have a shot at ME five years later.

    Sentiment: Buy

  • tracycai tracycai Aug 2, 2014 3:45 PM Flag

    GRPN has 4.4B market cap, Trip has 13.4B market cap. GPRO has 3.4B. NFLX has 25.5B market cap. All these companies sell growth story to have the high multiples, not to speak our beloved and darling Amazon/Jeff Co. In this environment 10B is not too crazy unless we decided that the self driving, lane detecting, self parking is just not useful at all, then the stock will go to zero, otherwise, patience will pay off.

    Sentiment: Buy

  • tracycai tracycai Aug 2, 2014 3:39 PM Flag

    I only bought 10% of my planned share, so unless it goes to zero, I will be fine, thanks!

  • I know Mexican food is all the rage and CMG has a blow out quarter. However, the market is near to saturation, here in Boston, CMG is expand so fast that it leaves little room for others to penetrate. Not to speak consumers are fickle, who knows what is the next best thing in 2018. For Mobileye, it is nearly impossible for competitors to come into play, you need five years' data to support your safety measure to enter this area, on top of that, they always signed up with major manufactures, so Tesla, Google and the likes will not risk their reputation to sign with a smaller play just to have someone crash on the road, think of the liabilities. The technology is not just for self driving, the lane detection and self parking is very handy and it will be adopted to most of the new cars. Why not to have the feature if you only add a few hundred bucks for a $20k car, but for mobil eye, the R&D is already spend, they just sell the technology, it is so scalable, I would say, it is more like a software/service company. Growth is good. I would add more for every 10% drop.

    Sentiment: Buy

  • tracycai tracycai Aug 1, 2014 1:48 PM Flag

    If you look at Nike's ER, they mentioned that JCP sells well. I did not know JCP sells Nike products but as we all know, Nike has good profit margin. Maybe someone did some homework to private labels that sells heavily at JCP and they bet on upside, this a guess.

  • tracycai tracycai Aug 1, 2014 11:47 AM Flag

    Yes, usually the shorts are the ones who are more *intelligent*, most mom and pop investors don't even know what is shorts.

  • tracycai tracycai Aug 1, 2014 11:46 AM Flag

    Please do tell. :}

  • Yesterday was a big down day, JCP closed high, today large buy order at open. Something is brewing, of course, we retail investors will be last to know. I have a feeling that something will be up soon. I noticed that company that report good earnings usually go up a lot one week before the earning and sell off a little a few days before earning, the big boys act earlier so that they don't look to suspicious. IN fact, they will sell some a few days before earning.

    Sentiment: Hold

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