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Stephen Frankola  

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  • If Best Buy's Xoom Advertisement Is Correct, Motorola Mobility's New Tablet May Fail [View article]
    That's because the ad is from the future... the tablet goes on sale on February 24th.

    And as my disclosure clearly states, I own MMI shares.
    Feb 7, 2011. 04:17 PM | Likes Like |Link to Comment
  • Browsing the Combined Sirius and XM Website [View article]
    in regards to your comment about a "top 40 format" - i don't know what the "format" part means, but the music Pandora chooses certainly isnt limited to top 40-like songs. I listen primarily to rap, a genre where much of the music is released through "mix-tapes" that are semi-official, non-commercial releases, and Pandora does a great job of mining through all of that content to the point where I've stumbled on a lot of old/obscure music from big artists while listening.
    Feb 7, 2011. 09:08 AM | Likes Like |Link to Comment
  • Is Barnes & Noble Using Groupon to Euthanize Borders Group? [View article]
    The only part of your comment worth replying to is the first point - "try last week." The article was written and submitted on Friday, when the coupon was sent, but Seeking Alpha sometimes takes a few days to publish.
    Feb 6, 2011. 08:06 PM | Likes Like |Link to Comment
  • Netflix Q4 Sends Shares Higher but Shorts May Still Have the Last Laugh [View article]
    pretty delusional to believe that i wouldn't have exited that position. i wasn't correct, exited pretty painlessly, and that was that. even better, i've made a lot of money as an FBA seller on amazon during the past two years. but thanks for commenting, troll.
    Feb 6, 2011. 12:13 AM | 1 Like Like |Link to Comment
  • Mexico Will Follow Egypt Into Collapse [View article]
    that makes about as much sense as abstinence-only education
    Feb 3, 2011. 01:13 AM | 3 Likes Like |Link to Comment
  • Of all S&P 500 companies, 115 paid a total corporate tax rate of less than 20% over the last five years; 39 of them paid less than 10%. The paradox of a high U.S. corporate tax rate and low revenue from those taxes is "the worst of all worlds," David Leonhardt writes. "The government raises less money in corporate taxes than it once did, because of all the loopholes that have been added."  [View news story]
    Agreed. The article also criticized deductions for investments (it mentioned Southwest buying planes)... but promoting investments in such goods (via tax policy) creates a lot of economic benefit (jobs, profits) for the companies that make the durable goods/services that are being purchased.
    Feb 2, 2011. 06:04 PM | 2 Likes Like |Link to Comment
  • LinkedIn: Maybe the First Social Media IPO, But Not the Best [View article]
    Just wondering - why do you model expenses more than doubling from 2010 to 2011?
    Feb 1, 2011. 12:50 PM | Likes Like |Link to Comment
  • Netflix: Dismal Owner Earnings, Priced to Plunge [View article]
    its definitely scary that the cost of streaming content has gone up by 124m from q1 to q4 while revenue has only gone up by 102m (and dvd content purchases have been roughly flat)... that alone seems like the nail in the coffin.

    disclosure before permabulls attack: no position
    Jan 31, 2011. 11:16 PM | 7 Likes Like |Link to Comment
  • Tech Companies Facing Upcoming Tipping Points When Reporting Earnings [View article]
    I agree - that's why I chose the puts. The chance of getting burned on an actual short sale was way too high.
    Jan 26, 2011. 07:18 PM | Likes Like |Link to Comment
  • A Game Changer for Sirius XM: Data Services for Electric Vehicles [View article]
    versions* oops
    Jan 24, 2011. 11:16 PM | Likes Like |Link to Comment
  • A Game Changer for Sirius XM: Data Services for Electric Vehicles [View article]
    sounds like sirius is patenting a smartphone app.... an app that probably already exists in dozens of virgins on iOS and Android platforms.
    Jan 24, 2011. 06:55 PM | 1 Like Like |Link to Comment
  • Why Verizon's iPhone Sales May Disappoint Apple Investors [View article]
    obviously this was no attempt to predict the future precisely, rather, it was an attempt to discuss and editorialize the contrarian point of view on this topic.
    Jan 21, 2011. 12:20 PM | 3 Likes Like |Link to Comment
  • Why Verizon's iPhone Sales May Disappoint Apple Investors [View article]
    While I definitely agree that Apple shares are not expensive based on ratio valuations (PE, etc) compared to almost every other growth tech company, stock performance after earnings reports would concern me if I owned this stock. Apple just beat by 20% and the stock was flat (though any upside may have been moderated by the news of Steve leaving) - but, if most other stocks in the universe beat by 20%, they'd be flying through the roof. Apple and analysts love the game of sandbagging expectations and beating them, and I really do think that when expectations aren't destroyed during a quarter investors will be in for an unpleasant surprise.
    Jan 21, 2011. 08:50 AM | 3 Likes Like |Link to Comment
  • Motorola Mobility: Short-Term Prospects Brightened by Android's Victory; Long-Term Concerns Remain [View article]
    Not only is that purely opinion, but I think that it is one that has little basis in fact at the moment; both Gingerbread and the latest generation of devices have matched or exceeded iPhone 4 in terms of performance and desirability. I'm sure that iPhone 5 will be "magical" (since that's the only adjective that Apple uses to describe new products), but the half-dozen Android-device manufacturers and Google will begin work on bringing their own improvements to market, making any temporary iPhone advantage short-lived.
    Jan 19, 2011. 09:17 AM | 1 Like Like |Link to Comment
  • Understanding Sirius XM Convertibles [View article]
    you, R A F and the others appear to want it both ways.

    On one hand, at $8/mo EVERYONE can afford it!!! All the poor people out there who cant buy cell phone data plans or iPods can pay for satellite radio!!!

    On the other, having an XM unit in your car is the ultimate symbol of luxury and actually changes the hyundai grille to the BMW double-kidney and/or comes with free Bentley logo.
    Jan 17, 2011. 12:25 PM | 1 Like Like |Link to Comment