Johnson & Johnson (JNJ)

All Comments on JNJ

  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    User 164258
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    valueinvesto
    r123
    Aug 21 09:02 AM
    15 Value Hedge Funds - Portfolio Update [view article]
    My guess is this author is not an advocate for original thought. Reply
  • commenter
    Jake2
    Aug 20 01:11 PM
    My Website
    5 Impressive Stocks in This Difficult Market [view article]
    Agree with Seeking Value. Don't break your arm patting yourself on the back. Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 20 10:33 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Marketfolly,

    I believe we are saying the same thing here or at least seeing the same potential opportunity. Just remember, no ever buys the lows and sells the highs consistently. And if you meet someone who says they do....they're a liar.     Reply
  • commenter
    David M
    Gordon
    Aug 20 12:56 AM
    My Website
    Johnson & Johnson: The Type of Growth Stock I Favor [view article]
    mollytjm,

    I wonder whether Apple deserves the credit you grant it.

    The company -- and certainly the stock -- do not qualify as one that would interest Buffett on a whole number of levels, not solely because it is a technology company. Too, the company makes a number of mis-steps of late, and their secretive ways have inhibited the company from apologizing for anything... until this mobilme fiasco spiraled completely out of control. Unfortunately, other disconcerting problems begin to crop up; the silver lining is that they arise due to the company's torrid pace of growth.     Reply
  • commenter
    David M
    Gordon
    Aug 20 12:51 AM
    My Website
    Johnson & Johnson: The Type of Growth Stock I Favor [view article]
    David,

    You are correct; I offered no comments in this post re Intuitive Surgical/ISRG. Wholly my error. Although my blog is littered with posts re the company and the stock, I keep forgetting that my posts that Seeking Alpha aggregates reach many readers unfamilar with my previous comments. I will figure out how to correct this issue.

    btw, congratulations on a very nice and informative (and informed!) blog of your own.

    Best wishes,     Reply
  • commenter
    marketfolly
    Aug 19 10:26 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    NollierCapitalManageme...

    my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.

    i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.

    However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?

    Thanks for the comments.     Reply
  • commenter
    bluetea
    Aug 19 06:44 PM
    How Have 'Traditional Defensive Stocks' Done in This Downturn? [view article]
    As a retired Colgate employee who ignored financial advisor's advice and hung on to a lot of company stock , I feel vindicated.
    They are well-positioned globally to grow in all the emerging economies and so far have been able to offset the high commodity prices.     Reply
  • commenter
    Frankfurt/He
    ssen
    Aug 19 04:35 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Nollier,

    how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
    If one don't know to make money today,then gardening is another very engaging proposition.     Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 19 02:50 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! Reply
  • commenter
    SeekingValue
    Aug 19 01:34 PM
    5 Impressive Stocks in This Difficult Market [view article]
    Are you kidding? This is an article? Shouldn't there be some useful information here?

    Well, here's an article of my own. My five best performing stocks this year are Boston Beer Company (SAM), Wellcare Group (WCG), Vertex Pharmaceuticals (VRTX), Verenium (VRNM) and Ceradyne(CRDN). I bought them all at recent lows and they've done very well for me. Probably that means you should buy them and they'll do well for you too. Right?     Reply

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