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  • Why I Am Bullish On Netflix Over The Long Term [View article]
    NFLX is going to $550.
    Aug 18, 2014. 03:49 PM | Likes Like |Link to Comment
  • Time To Buy Sirius [View article]
    Sirius is a great buy, the stock has fallen...but the fundamentals are stronger than ever. The company's subscriber growth, free cash flow generation and increased share repurchase activity will drive upside.
    Aug 12, 2014. 11:58 PM | 2 Likes Like |Link to Comment
  • Berkshire Hathaway Hits New Highs, Buffett Can Rest Easy [View article]
    Berkshire Hathaway is all about insurance. And yes the insurance float is an interest-free loan. Read on this topic:
    Aug 8, 2014. 06:01 PM | Likes Like |Link to Comment
  • Tesla's Order Backlog And Why It Is Worth More Than Porsche [View article]
    Excellent analysis. Agreed...Tesla has a bright future.
    Aug 7, 2014. 05:45 PM | 2 Likes Like |Link to Comment
  • Facebook: LiveRail Acquisition Makes A Lot Of Sense [View article]
    May Tepper: I think stock should see record highs post earnings. The company is doing very well across the board. Newer all-time highs are very probable in my view.
    Jul 23, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • Netflix: This Stock Is A Good Buying Opportunity [View article]
    I totally agree Netflix is a steal at current prices. The company is worth far has a huge addressable market, and it should end 2Q14 with almost 50 million subscribers globally.
    Apr 28, 2014. 03:57 PM | Likes Like |Link to Comment
  • Berkshire's Insurance Lines Will Drive Further Upside [View article]
    Read the entire footnotes and you will have much better luck in terms of the components of those categories. Page 65 states about Wal-Mart's inclusion.
    Apr 27, 2014. 01:52 PM | Likes Like |Link to Comment
  • Berkshire's Insurance Lines Will Drive Further Upside [View article]
    Charles Walker-- Thanks for the comment. I am well aware that the "Other revenues include some of these companies like Iscar and others. But to state that most of the income comes from from manufacturing is a BIG Stretch. Berkshire has many insurance 'subsidiaries' and when a company is consolidated----like GEICO....some of its revenues might be included in the Sales and Services revenue, unfortunately not enough disclosure to state that. Berkshire's footnotes suggest Wal-Mart's revenues made up $13b and $12b in each of the last two years in the Sales and services revenue line item. So the lines are not overly clear. But its definitely true that Insurance and other makes up 3/4 ths of total revenues. And you are spot on with the negative cost of capital point.
    Apr 27, 2014. 12:39 PM | Likes Like |Link to Comment