Seeking Alpha

Spencer Knight

View as an RSS Feed
View Insurance Bull's Comments BY TICKER:
Latest  |  Highest rated
  • WSJ: GoPro plans to launch consumer drone line [View news story]
    That is an interesting idea. Not sure how much shareholder value a niche market like drones will provide, but if the market lauds the idea then it must be great! I think the money would be better spent on engineering and creating a specialized camera to sell to the drone manufacturers.
    Nov 26, 2014. 12:35 PM | Likes Like |Link to Comment
  • Gundlach: Boxed-in Fed has to hike rates in 2015 [View news story]
    Unfortunately for Japan, all they've done is lower rates the last 25-30 years and inflation has remained low in tune with the low rates. And all the while debt has shot to the moon. Increasing rates would hurt the economy in the short term, but the long term positives outweigh those short term shocks. Or Japan could just keep doing the same thing forever. After all, if it doesn't work for 25 years, maybe it will eventually.
    Nov 24, 2014. 08:34 PM | Likes Like |Link to Comment
  • Gundlach: Boxed-in Fed has to hike rates in 2015 [View news story]
    From a different viewpoint... The Fed should want rate hikes. Inflation will follow rate hikes and higher inflation decreases govt debt.
    Nov 24, 2014. 05:53 PM | Likes Like |Link to Comment
  • Twitter CEO's family trusts sell half their shares [View news story]
    ...A buyout to take it private. Twitter has zero real value for shareholders and should be off the exchange.
    Nov 21, 2014. 10:57 AM | 5 Likes Like |Link to Comment
  • China cuts interest rates as economy slows [View news story]
    We've been privileged to have such strong growth over the last few decades. Over the next 50 years we will average 1% global growth. As we move into that "norm" we should expect to see some consequences such as the situations in Japan and Europe.
    Nov 21, 2014. 10:55 AM | Likes Like |Link to Comment
  • Global drug tab will breach trillion dollar mark this year [View news story]
    It is good to see the numbers, but you don't need numbers to figure out that with an aging population healthcare and pharma stocks should be bought at every good entry point.
    Nov 20, 2014. 01:22 PM | 4 Likes Like |Link to Comment
  • Alaska Air Group discloses fuel cost uncertainty [View news story]
    Then buy enough to last 12 months in advance while prices are at a relatively low point... Problem solved. Now you can forecast for 12 months.
    Nov 17, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • Eye-popping pay at Pimco [View news story]
    If you have a problem with it, go start your own investment management company (or any business) and 40 years from now if you make all the right decisions you can make that much money as well.
    Nov 14, 2014. 10:43 AM | Likes Like |Link to Comment
  • Keystone XL vote near, but economic viability thrown into question [View news story]
    I find it hard to believe it would cost $85-$110 to produce. This would mean that when the project was first conjured up that they were willing to do the project with no margin...
    Nov 13, 2014. 02:44 PM | 1 Like Like |Link to Comment
  • Twitter now +7.2%; aggressive targets set, more features outlined [View news story]
    Well, it simply means that the stock is valued 5x its 2018 revenue. Key word here is revenue. It's supposed to be earnings since stocks are valued based on earnings (unless its AMZN...). I'm not going to figure out what TWTR's earnings (EPS) would be in 2018 under $5b in revenue, but I suspect it will still be negative (hint: maybe one of the SA contributors can do the math and write about it?). So, if buying a stock that is valued 5x its 2018 revenue tickles your fancy, then take the plunge!!
    Nov 12, 2014. 05:01 PM | Likes Like |Link to Comment
  • Take profits in Susquehanna says Boenning & Scattergood [View news story]
    It's pretty hard not to ring the register on a 32% day... No need to be greedy on this one.
    Nov 12, 2014. 11:53 AM | Likes Like |Link to Comment
  • Positive reviews for the 2015 F-150 pile up [View news story]
    Problem number one was it was an auto trans and most likely the CVT version. CVT trans take some time to get used to because there is essentially no shift and it is quite odd if you are not used to it.
    Nov 10, 2014. 10:17 PM | 2 Likes Like |Link to Comment
  • GE ties cash, margin goals to Immelt's compensation [View news story]
    Share price is a worse metric. A three year old could have been CEO for most companies over the last five years and still achieved a high share price. Not to mention, share price is a faux indicator of a company's strength.

    I think improving a company is a good way to base a bonus on. He is actually earning his money by being forced to grow cash and improve the company's performance. Most CEOs do NOT have to improve operations and they still get bonuses. Not sure where all the hatred comes from on this... The MDCC could have easily said, "here you go Mr. CEO, have 500,000 shares just for waking up this morning."
    Nov 10, 2014. 10:08 PM | 3 Likes Like |Link to Comment
  • GM says not liable for pre-bankruptcy cars [View news story]
    Nice business model. Change to a faux name and then claim you are a different company and are not liable for anything prior to the name change.

    I wonder what else GM is hiding?
    Nov 6, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • ADP Jobs Report [View news story]
    No need for interest rates to go higher if inflation is staying low.
    Nov 5, 2014. 10:43 AM | 1 Like Like |Link to Comment