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Stephen Frankola  

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  • Who Is Buying Sport Chalet Shares? [View article]
    I do not disagree - the deeper I dig, the more eager I am to exit this trade. But my position is tiny enough that i'm willing to let it ride while performance is good.
    Jan 3, 2011. 02:11 PM | 1 Like Like |Link to Comment
  • Sirius XM Shares: On Sale in 2011 [View article]
    really, an 100 bagger? $600 billion market cap? Exxon, Chevron, and Marathon Oil combined?

    siri fanboys get more delusional by the day.
    Jan 2, 2011. 10:59 PM | 6 Likes Like |Link to Comment
  • Sirius XM Shares: On Sale in 2011 [View article]
    "Rumors are now mounting that since the re-signing of Howard Stern, that the Sirius call center has been flooded with phone calls by people seeking to re-activate radios that had gone silent."

    This is either complete bullshit or material non-public information. Either way, it shouldn't be in an article.

    I've come to expect some bullish fluff in any article about SIRI (and plenty in the comments), but I think that you've crossed a line here.
    Jan 2, 2011. 10:56 PM | 6 Likes Like |Link to Comment
  • EarthLink: A Dividend Cut With No Guarantee for Growth [View article]
    What happened? waiting 30 seconds for a webpage to load is awful no matter how great the company's customer service is
    Jan 2, 2011. 02:02 PM | 3 Likes Like |Link to Comment
  • If something can't go on forever, it will stop. Irritation over public union pay and benefits continues to fester. The reality of strapped governments having to meet these promises is clashing with resistance to further tax hikes. Taxpayers are winning some of these battles, a rare occurrence.  [View news story]
    Wages are raised for the small and shrinking base of union workers who manage to keep jobs, often due to special privileges or protections (i.e. tariffs) for competitors' products in that industry.

    Meanwhile, the next new facility gets built in some place that's less hostile to employers, like Mexico.
    Jan 2, 2011. 12:59 PM | 9 Likes Like |Link to Comment
  • 11 Reasons Why Apple Could Fall in 2011 [View article]
    to be honest, my school/friends is quite the opposite. lots of people came to school with macs as freshmen and are replacing them with windows laptops now... (though based on continued mac sales growth, i guess that isnt the case everywhere)
    Dec 30, 2010. 05:22 PM | 2 Likes Like |Link to Comment
  • 10 Bold Predictions for 2011, Part 2 [View article]
    hurricanes won't hit brazil. and nothing in the GOM besides maybe a giant jerry bruckheimer-scale tsunami could do that sort of damage to oil platforms.
    Dec 30, 2010. 12:27 PM | Likes Like |Link to Comment
  • Agreeing With Reed Hastings: I'm Long Netflix [View article]
    literally no substance in this article whatsoever
    Dec 25, 2010. 10:53 PM | 1 Like Like |Link to Comment
  • A Happy New Year for U.S. Economy? [View article]
    hiring of will-be college graduates was very healthy at my school this fall.
    Dec 25, 2010. 05:24 PM | Likes Like |Link to Comment
  • Net Neutrality Neuters Pandora: Sirius XM Radio to Gain [View article]
    the unbelievable part of your article is asserting (even in a way that [hopefully] isn't meant to be interpreted literally) that consumers will stomach $1000 cell phone bills. guess what - for a flat $35 per month, I get some minutes plus unlimited internet on my phone. The cost of providing a dozen gigabytes per month clearly isn't $1000 so there will always be companies that enter the market to provide cheap data if the biggest companies do increase prices to even a fraction of what you wrote.
    Dec 25, 2010. 12:02 AM | 1 Like Like |Link to Comment
  • Sirius Is Still Its Own Worst Enemy [View article]
    the argument that the entities were more worthless back then isn't a great one.
    Dec 21, 2010. 01:37 PM | Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    no, i was referring to referencing one popular show's availability to respond to the criticism of poor content availability. (and without actually knowing, i'm guessing that Netflix doesn't have the latest season of family guy available... hulu does.)
    Dec 20, 2010. 12:57 PM | 7 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    agree. something i've frequently been taught is to be wary when management actively promotes the company's "story" and makes people "believe" in the impending success rather than simply achieving it. (though in this case, Netflix has certainly has a very successful track record.)
    Dec 20, 2010. 12:42 PM | 9 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Responds to Whitney Tilson: Cover Your Short Position. Now. [View article]
    or, he's using straw man argument tactics and not really addressing the criticism fully.
    Dec 20, 2010. 12:39 PM | 6 Likes Like |Link to Comment
  • Why No Breakout for Sirius XM Shares? [View article]
    nothing
    Dec 12, 2010. 01:02 PM | Likes Like |Link to Comment
COMMENTS STATS
175 Comments
154 Likes