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Moon Kil Woong

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  • Moon Kil Woong
    NXPI is a buy on most of its bad news already priced in. Expectations were overly lofty. Value is good here in the next 12 months.
    11/4/11
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      • Moon Kil Woong
        I think ISRG has hit a news top and won't hit new highs until the run-up to next earnings. I'm out in the near term.
        11/2/11
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          • Moon Kil Woong
            AGQ looks to be breaking out along with silver. Look for gains to continue. This dip was a huge buying opportunity yet again for silver.
            11/2/11
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              • Moon Kil Woong
                Use this upside movement to get out of NFLX while you can if you are still in it. Don't expect a full rebound.
                10/10/11
                Reply (4)
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                • Brian Benda: He would be smart to recommend such. NFLX is going back below today's 52-week to print a new one this week. No real support until $100-101.
                  10/10/11
                • Chris Lau: NFLX exposed the lack of value for it perceived for its DVD unit: with customers fleeing unit will be sold at a huge discount.
                  10/10/11
                  • Moon Kil Woong
                    I'd take any upside move on DELL as an opportunity to dump Dell if you haven't already.
                    9/29/11
                    Reply (1)
                    • golfitobob: AMDs #s make that look good
                      9/29/11
                      • Moon Kil Woong
                        Amazon's tablet is the right product at the right time (before Christmas) and at the right price. I'm positive on AMZN.
                        9/28/11
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                        • golfitobob: JMH, why are all so gung ho with BAC.So much unknown an so many better banks! JPM ? Is it price ?Law suits for years an Europe exposure too.
                          9/28/11
                        • Moon Kil Woong: I'm glad you agree on AMZN and agree a BAC investment is for fools.
                          9/29/11
                          • Moon Kil Woong
                            KBH is a good study in what not to bottomfish.
                            9/26/11
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                              • Moon Kil Woong
                                This run up is a great exit for getting out of INTC and semis which are sensitive to market direction and the semi cycle is on a downswing.
                                9/23/11
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                                  • Moon Kil Woong
                                    Going out on a limb here but I think the Comex sham fundamental sell-off hoax has run its course. I expect a snap higher for AGQ next week.
                                    9/23/11
                                    Reply (2)
                                    • 1980XLS: Agree, options prices tell the story, it was orchestrated and leaked to the Crony Connected.
                                      9/23/11
                                    • Moon Kil Woong: It is funny to see two days ago when ZSL dropped the same day AGQ did. Obviously too many shorts are trying to cash out before it reverses.
                                      9/29/11
                                      • Moon Kil Woong
                                        ISRG usually gets a bullish surge before earnings and deflates on the news. With slowing growth I expect a repeat.
                                        9/23/11
                                        Reply (2)
                                        • 1980XLS: Already happened, went from 410 dwn to 330, and has bounced most of the way back up, and now giving it back again, all in about 6 weeks.
                                          9/23/11
                                        • Moon Kil Woong: Thanks for pointing that out. I expect another iteration for next quarter.
                                          9/23/11
                                          • Moon Kil Woong
                                            CRM is one overly loved stock that has not popped yet. The valuation is still way out of line. Any slowing growth will tank this.
                                            9/23/11
                                            Reply (5)
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                                            • Chris Lau: CRM is unshortable - it literally IS the profitable cloud play. FSLR, LNKD might be ones to consider
                                              9/24/11
                                            • Moon Kil Woong: No one will let this stock fall until the slowing growth and/or dropping margins becomes obvious. I agree its not a short until weak growth.
                                              9/29/11