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Brian Nichols

 
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  • The 2 Most Important Questions Driving Amazon.com's Stock In 2015 [View article]
    It was noted in the linked article for what AMZN may charge
    Dec 23, 2014. 12:19 AM | Likes Like |Link to Comment
  • Why Rite Aid Investors Shouldn't Be Too Concerned With Debt [View article]
    IMO, everything is tied to patent cliff. Had generic drugs not resulted in higher margins, RAD would not be profitable. Without profits, RAD debt would continue to rise, store renovations would not take place, and revenue growth would be nonexistent. We still have 2 years of patent cliff remaining, meaning more improvements to come.
    Dec 21, 2014. 11:26 PM | Likes Like |Link to Comment
  • Why Rite Aid Investors Shouldn't Be Too Concerned With Debt [View article]
    In paying off debt. You can not take one sentence out of context, applying it to operations. This was about debt.
    Dec 21, 2014. 11:24 PM | Likes Like |Link to Comment
  • Why Rite Aid Investors Shouldn't Be Too Concerned With Debt [View article]
    Just look at how closely RAD is in size to WAG and CVS, then how much cheaper it is valued as a stock. If RAD keeps reducing debt, keeps margins improving (even slightly), and grows revenue north of 2% annually, it will be a $20 stock.
    Dec 21, 2014. 11:23 PM | 1 Like Like |Link to Comment
  • Why Rite Aid Investors Shouldn't Be Too Concerned With Debt [View article]
    Honestly there is no price an acquirer could pay that I would be happy with as an investor. I honestly think that RAD will be a $25 stock within the next three years. If CVS or Kroger were to swoop in and make an offer for RAD I doubt it would be more than 10 or $11
    Dec 21, 2014. 06:56 PM | Likes Like |Link to Comment
  • Why Rite Aid Will Trade Higher In 2015 [View article]
    Remodeling stores and changing format is creating revenue growth. The effect of patent cliff has created profits. That effect is here to stay, and still has another two years to drive margins even higher.
    Dec 20, 2014. 05:50 PM | 1 Like Like |Link to Comment
  • Verizon: The Only Way I Would Buy Its Stock [View article]
    No because I think the long-term upside from a REIT far exceeds the 10% to 15% immediate upside
    Dec 20, 2014. 05:49 PM | Likes Like |Link to Comment
  • Verizon: The Only Way I Would Buy Its Stock [View article]
    AT&T and Verizon are completely different. Both are subject to a devaluing U.S. wireless space, that's about it. Peak penetration + pricing competition = lower margins no matter how you look at it. AT&T has GigaPower and is expanding into Latin America/Mexico. VZ's acquisition of Wireless is looking worse by the day.
    Dec 20, 2014. 05:48 PM | 1 Like Like |Link to Comment
  • Don't Be Surprised If Vodafone Takes Its T-Mobile Partnership One Step Further [View article]
    VZ pockets not as deep as once were: $100 billion plus in debt
    Dec 18, 2014. 07:45 PM | 1 Like Like |Link to Comment
  • Attention RadioShack: CFOs Aren't Your Problem [View article]
    Couldn't agree more Johns Research. There is no reason in believing that bankruptcy is not inevitable.
    Dec 18, 2014. 07:42 PM | Likes Like |Link to Comment
  • Attention RadioShack: CFOs Aren't Your Problem [View article]
    if money were being thrown at RSH then it wouldn't be in the predicament to raise $120 million. Seriously, what can RSH offer its lender, creditor, or investors? What? A CFO is one of the most important roles when financing, and RSH can't keep one in stock.
    Dec 18, 2014. 07:42 PM | 1 Like Like |Link to Comment
  • Don't Be Surprised If Vodafone Takes Its T-Mobile Partnership One Step Further [View article]
    Well, they've already tried. The only way that TMUS is acquired is if a foreign comapny comes in and buys, or if a Pay-TV company shows interest (Dish). FCC won't allow anything that reduces number of carriers from 4 to 3
    Dec 17, 2014. 04:03 PM | 1 Like Like |Link to Comment
  • 3 Reasons IBM Might Quiet The Naysayers In 2015 [View article]
    When a company buysback stock, it becomes an investor, and timing is relevant for it, just like retail investors. Companies announce buybacks by size, not by the percentage of stock is will buy. AAPL bought back stock well below $100, even below $70. Therefore, it was able to buyback more stock than it would have at $110.

    When a company buys smart, at cheap prices, there is a better effect on the stock. Companies whose stock significantly outperforms its MC is almost always a good indication that the company is buying stock at good times. Of course there are at times other factors at play, but it provides a simple way to measure the effectiveness of buybacks.
    Dec 17, 2014. 01:00 PM | 1 Like Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    It would be crazy for ALU to sell its routing business. It alone is worth more than entire company.
    Dec 16, 2014. 07:44 PM | 2 Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    I would think so
    Dec 16, 2014. 07:44 PM | 1 Like Like |Link to Comment
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