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  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    boomdoger777 -

    I highly doubt this means anything. It is more likely that BBRY did not realize that Friday was a market holiday when the scheduled their earnings release. They also reports earnings on this Thursday in March. It would have been bad form to report after hours going into a holiday where the market was closed. The same reason you do not see companies reporting after market close on a Friday.
    Mar 24, 2013. 07:57 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    Johannes M -

    Good luck with your call options. Trading options I have seen it is much easier to strike out than hit a grand slam. But selling the options allows for hitting a bunch of singles and doubles which add up over time. Premium is high on the weeklies so it will be an all or nothing play. Bulls and Bears will both make their cases regardless of what is said in the earnings release. This could lead to a confused stock that takes a few days to ultimately reveal its next move. If that happens the weekly options will be worthless (except to the sellers like me).
    Mar 24, 2013. 07:53 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    The Netflix app comment is one I am so tired of hearing. You know why Netflix does not build an app for BBRY? It is because of their less than 30M US streaming members only slightly more than 11% are watching content on their smart phones (link below).

    So less than 3M people are even using this app. If I were them I would not worry about building an app for BBRY either. It would be a waste of their time just as it arguably has been to build an app that is used as little as it is buy Android and iPhone users.

    Pandora has around 60M users and about 75% of them are using a mobile device or tablet app to stream their music.

    http://tcrn.ch/104JzPM
    Mar 24, 2013. 07:49 AM | 8 Likes Like |Link to Comment
  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    hahaha48 -

    About a year ago the HTC One X was released around the same time as the Galaxy S3. You can find plenty of articles saying that the spec's for the One X are comparable to the S3. The One X did not even make a blip on the market compared to the S3. Spec's are just a part of the equation when buying and definitely not the most important one.
    Mar 24, 2013. 07:37 AM | 6 Likes Like |Link to Comment
  • BlackBerry: Ignore The Noise And Take Advantage Of The Volatility [View article]
    narsil

    If BBRY went to $11 that would be a a gift. I could sell more put options with volatility still extremely elevated. I also would probably be able to sell May call options against the stock I would own at a price above my basis ($13.90) for at least 5% in premium or more.

    Very comfortable with the trade believing that the company will continue to be cash rich at the least.

    If they say they burned $1.5B in cash and sold less than 1M new phones I might start to sweat a bit:)
    Mar 24, 2013. 07:31 AM | 9 Likes Like |Link to Comment
  • Housing - Misguided Optimism Continues Unabated [View article]
    If you want to buy a house today and live in it for the next 30+ years - it is a great deal in so much as you will own that home free and clear in that time. Let's just assume you will get back out of it the principal you put into it.

    Buy a house just don't buy the housing related stocks. All it takes is one stupid CEO, one horrible housing correction, and you can get wiped out completely on your investment.
    Mar 23, 2013. 04:30 PM | 2 Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Puck -

    Thanks for a real answer. The author has a price target, albeit for 2016, well above the street 12 month targets. Probably double them in most cases.

    I think it is worthwhile to estimate what the price should be in 2016. As an investor, I would like to see a DCF analysis or some sort of hybrid analysis that would translate that 2016 price target into what Intel should be valued at today.

    In my opinion that lets you see the risk/reward of investing today. For example if we agree with the assumptions in the article and the DCF analysis says Intel is worth $30 today then it is all the more reason to buy. If that analysis says Intel is worth $24 today than you know there is much more inherent risk in the investment.
    Mar 23, 2013. 04:24 PM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Nice analysis. In your opinion why are some so bearish on Intel. Analysts can obviously be wrong as they put their pants on the same as you or I, but to be an analyst for Goldman Sachs you have to be relatively good at what you do.

    So for someone, like Goldman, to put a $16 target on this stock where it would yield 5.6% with its current dividend is bold.

    Why, besides maybe having to much to drink the night they wrote the analysis, would someone be that negative on Intel in your opinion?
    Mar 23, 2013. 01:17 PM | 6 Likes Like |Link to Comment
  • FedEx, Caterpillar And Oracle Disappoint: What Sign Are These Bellwethers Sending? [View article]
    China represents ~3% of total Caterpillar revenue. China may be slowing but they are not to blame for the negative revenue growth.

    So respectfully to sfphoto...China is the least of Caterpillars worries.

    http://buswk.co/X14qbm
    Mar 22, 2013. 11:43 PM | Likes Like |Link to Comment
  • Google Fiber Is A Growth Catalyst [View article]
    This is not a worthwhile back and forth as it appears to me you are being ignorant in your responses so this will be my last comment on this article.

    "I am sure older people have figured out how to use the internet by now. They aren't dumb."

    Older should be a relative term. Since you appear young and state you are in school in your bio, the older people you associate with probably do use the internet. Someone who is in their 30's or older today may have grandparents that had were too old to care about using the internet when dial up AOL came out 20+ years ago. I certainly do not think my grandparents are dumb but they have zero use for the internet but sure do love their TV.

    "70-80% saturation of internet in developed markets."

    Thank you for helping make my point. So in the US there are over 300M people and you helped point out how 60-90M of them do not have internet access. Hard to believe that "everyone" knows about Google when in the US alone such a significant number of people do not even use the internet.

    Google Fiber sounds cool and potentially could be a money maker. But consider that not everyone may be an Apple or Google junkie and willing to ditch their cable service just because a Google salesperson shows up at their door.
    Mar 21, 2013. 05:01 PM | 1 Like Like |Link to Comment
  • Google Fiber Is A Growth Catalyst [View article]
    "Let's not forget everyone knows the simplicity of using a Google product, so for people who hate complication, Google's brand will definitely have a lot of appeal."

    I don't mean to argue with all your points but this one above is not true. Everyone your age may know what Google is and that it offers more than just a landing page to search for things on the internet. Many older than you may have no idea the phone they own has an operating system developed by Google or that they can buy a Google Chromebook or Tablet.

    Still others do not even use the internet and have never heard of Google but they have Cable TV.

    You probably will not see Google bringing the Fiber service to a retirement community nearby anytime soon.
    Mar 21, 2013. 04:36 PM | Likes Like |Link to Comment
  • Google Fiber Is A Growth Catalyst [View article]
    You should try to do some research on affiliate or carriage agreements that the cable operators have with the networks. The network company that I worked for previously was shown in over 75M households across Comcast, DTV, TWC, etc... Part of the standard agreement with the cable provider is that we, the network, had to give them 2 minutes of every hour of programming for their own advertising. I believe this is pretty standard in affiliate agreements. They could then sell this advertising OR use it to advertise their own product. So with 82M eyeballs watching TV the cable industry has a pretty good platform to promote their own service and products as well.

    My point being that the cable providers have a pretty large
    Mar 21, 2013. 04:13 PM | 1 Like Like |Link to Comment
  • Google Fiber Is A Growth Catalyst [View article]
    How about the capital expenditure side of the equation?

    Comcast serves over 20M subscribers and they already have the infrastructure in place to deliver cable/internet to those subscribers. With that being said they are still spending $5B a year to upgrade their services.

    Google has some cash but it will be interesting to see if the detail how much they are investing in this type of infrastructure. There is a reason Comcast has almost $40B of Debt on their balance sheet and it is not because covering the country with cable is cheap.
    Mar 21, 2013. 03:41 PM | 1 Like Like |Link to Comment
  • Google Fiber Is A Growth Catalyst [View article]
    Do you have any understanding of what the up front investment costs are in order to understand whether the return they will earn on this venture is acceptable? Historically the capital expenditures by Comcast and other cable companies is a significant amount.

    Also on a side note, why do I need broadband that is 100x faster than what I can currently get from AT&T, Comcast, etc... This is more of a curious question for myself. I feel I can watch videos online today, surf the web, and do just about everything else I want to do on the internet without thinking twice that the speed needs to be faster.

    The whole "100x faster" portion of the internet service sounds gimmicky.
    Mar 21, 2013. 03:27 PM | 4 Likes Like |Link to Comment
  • FedEx, Caterpillar And Oracle Disappoint: What Sign Are These Bellwethers Sending? [View article]
    Oracle manage sure tried their hardest to convince you that the miss was a one time thing. They really were so all over the board with their excuses that it threw up some red flags for me.
    Mar 21, 2013. 10:59 AM | 1 Like Like |Link to Comment
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