Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Markos Kaminis

View as an RSS Feed
View Markos Kaminis' Comments BY TICKER:
Latest  |  Highest rated
  • Wall Street Breakfast: Must-Know News [View article]
    The government has to drum up popular support by painting Apple and other major corporations as greedy and even -un-American in order to get the popular press on their side and to even garner some concession from corporate America itself. Then it can be sure to have the votes to pass legislation closing the loopholes and forcing multi-nationals into paying more taxes back home. I wrote about this last evening for people who might be interested in more details on the Senate investigation and hearing, as well as just how Apple managed to avoid paying taxes on more than $100 billion over the last several years. It's quite cunning and all seems perfectly kosher. http://seekingalpha.co...
    May 21 09:26 AM | Likes Like |Link to Comment
  • Senate Slams Apple On Tax Avoidance [View article]
    Thank you. That's what will happen, but the government has to drum up popular support for it first. AAPL down about a point premarket.
    May 21 09:19 AM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Please refer to earnings estimate trends re MSFT.
    May 13 04:00 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Thank you ARG1, but...

    It's difficult when you put your name on the line with each effort. It is especially hard to do so when you make a sell recommendation against an overwhelming long bias in the widely held stock. Please respect a person's willingness to give an unbiased perspective about a stock so that this type of information continues to reach investors. I took the same kind of heat when I was warning about bankruptcies in the real estate finance sector when stocks like Washington Mutual and Indymac were trading in double digits.

    Also, in the future, please keep comments relegated to the subject matter. Now I am forced to respond to another subject that readers here may not have interest in.

    My Performance as a Sr. Equity Analyst:
    23% Ave. Annual over 5 Years on Strong Buys
    26% Last 3 Years

    GE Article:
    http://seekingalpha.co...

    Forecasted 5-6% upside for GE including dividend, which I said was not enough for me.

    Began working on GE article when stock was near $23. Dropped a dollar on day submitted and published. Today it is less than $23.

    Try to keep it clean please. Some of us still have feelings.
    May 13 03:58 PM | 1 Like Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    I hear you, but Windows is a pretty important business for MSFT...

    Market share refers to Internet usage, shifting from PC to mobile
    May 13 03:23 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    There's a lot of debate as to how long it might take to play out, and the longer it takes to play out, the better chance MSFT has to respond effectively. You can bet they won't stand idle anyway, not at this point with the knife to their necks.
    May 13 03:20 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    A lot of poets own MSFT it seems... well that certainly helps me like it a bit more. Thank you for your statement.
    May 13 03:18 PM | 1 Like Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Great statement. I might have to borrow that in the future.

    It does not apply here though. There's been disruption to the industry. Bread is thousands of years old and certainly has staying power. Saying the same for Microsoft is highly presumptuous, despite its dominance of the last few decades.
    May 13 03:16 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Thank you for your comment. Here's some clarification.

    The reason the comparison is the last two years is because:

    1) MSFT has not yet effectively met the mobile challenge yet and market share is bleeding out of the PC
    2) The global economy is deteriorating

    Thus, the last two years are very relevant.
    May 13 03:12 PM | Likes Like |Link to Comment
  • Facebook Must Monetize Before Membership Growth Becomes An Issue [View article]
    Valuations will adjust with monetization.
    May 13 03:07 PM | Likes Like |Link to Comment
  • Facebook Must Monetize Before Membership Growth Becomes An Issue [View article]
    History dictates, dominate or die on the web.
    May 13 03:06 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    You know who else is really good at doing what Google does? This company ---> http://seekingalpha.co...
    May 12 05:05 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Here's a better dividend stock ---> http://seekingalpha.co...
    May 12 05:03 PM | Likes Like |Link to Comment
  • Microsoft Is Too Expensive For This Moment In Time [View article]
    Thank you for your value added comment.
    May 12 05:00 PM | 1 Like Like |Link to Comment
  • Is This Security A Safe Haven? Absolutely Not [View article]
    And allow me to give our readers another opportunity to see the article being discussed here, "Is this Security a Safe Haven?" http://seekingalpha.co...

    And reiterating, I've come to see that NLY is a safe haven today for the reasons noted. There are no forever assets, save perhaps real estate and gold.
    Apr 29 12:13 PM | Likes Like |Link to Comment
COMMENTS STATS
758 Comments
476 Likes