SmoothHughes’ Activity

Tue Apr 23

SmoothHughes wrote about MasterCard (MA) . 5:43 AM

MA Outperform
Silver metalist in the cashless transactions space. I believe there is a secular trend to a larger percentage of cashless transactions around the world and MasterCard will benefit from it.

Caps Pick

SmoothHughes made a pick in CAPS. 5:43 AM

MasterCard (MA) will Outperform the S&P 500

Sun Apr 7

Boards Post

SmoothHughes posted to the Micron Technology, Inc. board. 8:58 PM

2Q 2013 Results
Notes from 2Q13 earnings

Turning the Corner
The $286M loss in the second quarter is misleading. $182M of this was from two items. One, currency hedges against an appreciating Yen. These positions were opened to prevent the [more]

Fri Apr 5

Million Dollar Portfolio Boards Post

SmoothHughes posted to the Million Dollar Portfolio boards. 5:19 PM

Thu Apr 4

Boards Post

SmoothHughes replied to the Fortune Brands Home & Security board. 6:45 PM

Re: Another 5% pop!
Hi ZaneyJ! No, I didn't sell in the mid $20s and I'm glad to hear you didn't either. Every time I've looked at the stock price it has been higher. I just smile and shake my head. My "default" setting on most stocks I buy (not cyclicals or [more]

Thu Mar 7

CAPS Outperform Pitch

SmoothHughes wrote about Precision Castparts (PCP) . 10:12 AM

PCP Outperform
I lost a company I really liked to PCP when they bought TIE. This is a way to get some of TIE back, and buy into the future growth of airplane and other precision manufacturing.

Caps Pick

SmoothHughes made a pick in CAPS. 10:12 AM