Seeking Alpha
View as an RSS Feed

MLP Trader  

View MLP Trader's Comments BY TICKER:

Latest  |  Highest rated
  • You Just Got $1 Million. Now What? [View article]
    Ha. Spend your entire $1 million on a house in Palo Alto, CA (that will get you a whopping 1100 sq ft and 2 bdrms):

    Oh. This is just a Condo, so you don't actually own the land its on. By the way, your property taxes will also be about $12,000/year.
    Nov 19, 2015. 01:15 AM | Likes Like |Link to Comment
  • Relypsa: Why Investors Should Consider Stepping To The Sidelines Prior To FDA Decision [View article]
    "So let me get this straight....the one day reaction to the the FDA approval is the right call?"

    Dude, lighten up. The author got it right in so far as FDA approval was already baked into the price. So downside risk outweighed the immediate upside. As it turned out, there was a "sell the news" reaction, exacerbated by the black box warning qualification.

    In the short-run stock prices are all about sentiment.
    Oct 22, 2015. 05:43 PM | 2 Likes Like |Link to Comment
  • Relypsa: Why Investors Should Consider Stepping To The Sidelines Prior To FDA Decision [View article]
    Wow. You sure called that one right. The question now is whether the 30% sell-off is an over-reaction.
    Oct 22, 2015. 03:21 PM | 1 Like Like |Link to Comment
  • Premarket Biotech Digest: Citron's Attack On Valeant, Biogen Beats, Northwest Secures Funding [View article]
    HK, Taiwan, and Japan are virtually rocks with no natural resources to speak of. Without nuclear energy, Japan would have to import almost all of its energy.

    Yet these countries have grown their economies fabulously while socialist countries with lots of resources (e.g. India and most of eastern Europe and Africa) have failed miserably. For another case in point, take a look at what Vietnam's economy did after they abandoned socialism.

    Yet faith-based fools continue to think that socialism is the solution.
    Oct 22, 2015. 01:16 PM | Likes Like |Link to Comment
  • Premarket Biotech Digest: Citron's Attack On Valeant, Biogen Beats, Northwest Secures Funding [View article]
    You still have failed to deny that ex-colonial states like HK, Singapore, Malaysia that chose capitalism over socialism, have completely bypassed India. Most of these countries are much poorer in resources than India.

    Why have you failed to deny it? Because you can't dispute the simple facts.
    While all the capitalist countries have soared, India's standard of living is barely better than it was 50 years ago.

    It is sad, that if India's rulers had not foolishly chosen socialism, that the per capita income of India would probably be around $50K now, instead of $5K.
    Oct 22, 2015. 12:52 PM | 2 Likes Like |Link to Comment
  • Premarket Biotech Digest: Citron's Attack On Valeant, Biogen Beats, Northwest Secures Funding [View article]
    "I think a healthy mix of socialism - or let's say a little bit of welfare-ism - is essential for all capitalist societies. India is not perfect in many ways, but its idea of mixing a bit of welfare into capitalism is sound at base."

    Give me a break. India's per income after WWII was higher than Hong Kong's. After 60 years of Indian socialism and 60 years of HK free market capitalism, Hong Kong's income is 10X (that's right - 10X) bigger than India's. You call that sound at the base? I call it bloody stupid and a crime against hundreds of millions of people.
    Oct 22, 2015. 10:28 AM | 1 Like Like |Link to Comment
  • The Drug Carry Trade: Valeant's Massively Leveraged Long-Short Strategy Is About To Unwind [View article]
    "Pearson's riskless arbitrage of return on drug assets and VRX's cost of capital wrecks havoc in the whole sector. "

    The expression is "wreak havoc" not "wreck havoc." Where have SA's editors gone?
    Oct 19, 2015. 04:10 PM | Likes Like |Link to Comment
  • Intel Inside The $1,800 Tag Heuer Android Watch [View article]
    "The $1,800 Intel-powered Tag Heuer Android Watch is more reasonable for astute buyers."

    $1800 watch and "astute buyer" don't belong in the same sentence.

    The market for silly mechanical Swiss watches is in secular decline. Overpriced electronic versions will go with them.....
    Oct 13, 2015. 07:40 AM | 5 Likes Like |Link to Comment
  • Population-Adjusted Jobs Growth: How Weak (Or Not) Is This Recovery? [View article]

    This article looks like political hackery to me. Here's the only graph you need:

    Even for the pre-retirement age contingent (25-54), the ratio of people working (emratio) is near 30 year lows.
    Oct 8, 2015. 08:48 PM | 1 Like Like |Link to Comment
  • A Review Of Master Limited Partnerships [View article]

    "The gathering and processing business has some sensitivity to the price of gas...."

    That's completely wrong -- at least in the sense that you intend it. Gathering and processing has sensitivity to the price of NGLs (which are typically linked to oil) not to Gas.

    G&P companies with keep whole and POP contracts are actually inversely sensitive to the price of Gas -- i.e. they benefit from lower natural gas prices.
    Oct 8, 2015. 01:09 AM | 3 Likes Like |Link to Comment
  • Microsoft: Reimagining Personal Computing [View article]

    "Consumers and enterprises can now get any type of device they need suing Windows 10."

    I'd like to sue Windows 10. But I'd even more like to sue Windows 8 for all the time it has wasted and all the data it has corrupted. I don't want a device. I want cash.

    Do you know a good lawyer?
    Oct 7, 2015. 12:05 AM | 2 Likes Like |Link to Comment
  • Student Transportation Is 20% Overvalued, Even With Its 12% Annual Dividend Yield [View article]

    Part of the price movement is due to the steady flow of articles like this, with murky motives. There was just another one yesterday:

    Of course these guys claim they are not shorting STB. But that's not to say their clients, wives, in-laws, etc. aren't.
    Oct 1, 2015. 08:41 AM | Likes Like |Link to Comment
  • Student Transportation: Buses Are Peripheral [View article]

    Funny how these articles are timed right after the ex-div date, for maximum effect.

    Do you really believe that a school bus' value actually follows an accounting depreciation schedule and is completely worthless at the end? Looks to me like they run plenty of buses past when the balance sheets say they're worthless and the also sell them when they're supposedly worthless.

    The only thing that has depreciated to 0 are your arguments.
    Sep 30, 2015. 09:33 AM | 2 Likes Like |Link to Comment
  • SSDs Are Also A Problem For Intel And Microsoft [View article]
    As someone above noted, Intel makes and markets SSDs. But I'll go beyond that to say that they make the very best SSDs. So it's a mixed deal for them.

    Nota bene: without adequate TRIM management, SSD performance degrades substantially over time.

    You don't need SSDs to amp up your speed, either. Just get a few HDDs and set them up in a RAID 0 configuration, and you're good to go. Of course you could do that with SSDs and giddyup!
    Sep 23, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Delta And United - Thriving Airlines In A Changing Market [View article]

    "That is not natural supply and demand. That is subsidy."

    No that's supplying a superior product at a better price. Just like Uber vs. the dinosaur Taxi monopolists.

    I'm also surprised that as a pilot, you aren't aware of "Essential Air Service" and the fact that it did not end. In fact, it has been growing every single year:

    But we also have disclosures from wikileaks of further billions in subsidies.

    Forget about the ME3 airlines. Everybody else in the world (except maybe Aeroflot and Alitalia) beats the pants of the U.S. carriers. You should fly on Singapore, Lufthansa, Air Asia, sometime.

    If we truly had fair competition and "open skies," the crappy U.S. legacy carriers would be out of business in a year. Which is precisely how it should be. They are perhaps the only institutions in this country offering worse value than the DMV and the Post Office.
    Sep 17, 2015. 05:26 PM | Likes Like |Link to Comment