Seeking Alpha
View as an RSS Feed

Stone Fox Capital  

View Stone Fox Capital's Comments BY TICKER:
AA, AAL, AAPL, ABX, ACAS, ACCP, ACN, ADRU, ADSK, AET, AFK, AGNC, AIG, AIRT, AKS, AL, ALT, ALVR, AMGN, AMP, AMX, AMZN, ANAD, ANGI, ANR, AOL, APC, APKT, APWR, ARCC, ARLP, ARUN, ASPS, ATW, AVL, AYR, BA, BAC, BATS, BBRY, BCOR, BDE, BIDU, BIOD, BJ, BMY, BODY, BP, BRK.A, BTCS, BTU, BX, C, CAR, CAT, CB, CBI, CCIH, CEPH, CERN, CHGG, CHK, CHNG, CIEN, CIMT, CJES, CLDX, CLF, CLNE, CLR, CMCSA, CMG, CMI, CNX, COP, COPX, CORR, CRM, CRZO, CSCO, CSX, CTL, CVS, DAL, DANG, DBC, DDD, DDMGQ, DELL, DIA, DKS, DRI, DRWI, DSS, DTV, DWRE, EBAY, ECH, EHTH, ENDP, EQIX, ESRX, ESV, ETFC, EUO, EXPE, EXXI, F, FAF, FB, FCSX, FCX, FEYE, FFIV, FIO, FITB, FMD, FRAC, FRO, FSC, FSIN, FTR, FUEL, FWLT, FXI, GDOT, GDP, GFA, GGP, GLD, GLS, GLUU, GLW, GM, GMCR, GOOG, GOOGL, GPS, GRPN, GS, GSVC, GTATQ, GWRE, HA, HAL, HIG, HK, HOTR, HPQ, HRBN, HTGC, IBM, IBN, IFR, IGC, INCO, INTC, INVN, INXX, IRBT, IYF, IYR, JACK, JASO, JCP, JIVE, JJC, JMBA, JOY, JRJC, KATE, KGJI, KHDHF, KOL, KONA, KORS, KYAK, LAEC, LC, LE, LEN, LFT, LIWA, LLNW, LM, LMC, LMT, LNG, LNKD, LO, LOCM, LOW, LPI, LULU, LVLT, MA, MAIN, MBI, MDLZ, MEE, MGT, MIICF, MITK, MLNX, MM, MMP, MMR, MMYT, MNKD, MNST, MOBL, MOO, MOS, MRIN, MSFT, MTW, MWW, NAV, NBS, NES, NFLX, NIHD, NLY, NUAN, NUVA, NWS, OCZ, OKS, OPEN, OPK, ORCL, OSTK, P, PAA, PACD, PALM, PANW, PCXCQ, PEK, PFE, PFPT, PG, POT, POZN, PRLB, PSEC, PSX, PUDA, QIHU, QTS, QUNR, RAX, RCON, RESI, RF, RHI, RHT, RIG, RIGL, RVBD, S, SAVE, SBUX, SBY, SCEI, SCTY, SD, SDRL, SDS, SEA, SFM, SFSF, SHLD, SLB, SNV, SODA, SOL, SPEX, SPLK, SPRD, SPY, SSNI, SSYS, STRL, STX, SUNE, SVNTQ, SVVC, SYMX, T, TER, TEX, TFM, TIVO, TMUS, TMWE, TRIP, TRMR, TRN, TSLA, TTWO, TWO, TWTR, TWX, TXN, TZOO, UA, UAL, UBNT, UEC, ULTA, UNG, UPIP, UPS, URI, URZ, V, VALE, VELTF, VMEM, VOD, VOIL, VXX, VZ, WAG, WFC, WFT, WIN, WLT, WMB, WPRT, WPX, X, XHB, XLF, XONE, XOOM, XPO, YELP, YHOO, YNDX, YOKU, Z, ZNGA, ZOES
Latest  |  Highest rated
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    Not a big fan of financial engineering or the complexity of his plan. APPL could borrow at 1% and use that for a buyback.
    Apr 17, 2013. 07:15 PM | 1 Like Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    $300? An EV of less than $150B b/c it misses revenue projections?Worth less than MSFT? Load the boat if that happens.
    Apr 17, 2013. 05:15 PM | 6 Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    Greedy Wall Street? Seriously? Every company whether private or public has to answer to investors. APPL works for me as an investor and should abide by what the collective group wants. Right now that is a massive buyback program.

    Honestly though, a buyback doesn't preclude spending on R&D. It should be done simultaneously.
    Apr 17, 2013. 05:12 PM | 2 Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    Yeah the repatriation tax doesn't appear on the table for Obama though its one of the worst taxes around.
    Apr 17, 2013. 04:56 PM | 1 Like Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    Believe the amount in cash and short-term investments are only around $30B. All of the rest is invested in longer dated government securities, corporate bonds and such.

    Still it takes a bunch of people to reconcile every account and follow all of the bonds. APPL can't just buy a CD for $100B and have one person track it. It might take 1 person for every $10B in assets or even something smaller like $1B.
    Apr 17, 2013. 04:49 PM | Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    Sure that is part of the issue, but Apple is constantly generating cash that can be used for the buyback. Don't forget Apple would only need to repatriate a the amount needed for a buyback. One can easily argue that paying the tax is better than getting no value for it in the market.
    Apr 17, 2013. 04:42 PM | 1 Like Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    No doubt. Though the market has a way of snapping boards into action. Prominent investors won't allow this stock to stay at these levels without massive media blitzes.
    Apr 17, 2013. 04:40 PM | 3 Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    A tad cynical, but the common mindset is going to head that way if the company doesn't start unloading cash.
    Apr 17, 2013. 04:27 PM | 8 Likes Like |Link to Comment
  • All The Ducks Are Lining Up For Weatherford [View article]
    The past doesn't matter other than whether it predicts further screw ups by management. The stock will react positively if the accounting issues are resolved.

    While oil is weak again, the increase in nat prices continues to be bullish for the sector.
    Apr 17, 2013. 12:11 PM | Likes Like |Link to Comment
  • Railroad stocks are mild under-performers after CSX Corporation (CSX -0.8%) issues a soft outlook on demand for coal transport. The company sees relatively flat earnings in 2013 before 10% to 15% growth is seen in 2014 and 2015. Sector watch: NSC -1.6%, UNP -1.3%, CNI -1.2%, CP -1.5%[View news story]
    odd b/c nat gas prices suggests the company isn't good at forecasting the future.
    Apr 17, 2013. 10:01 AM | Likes Like |Link to Comment
  • Will Freeport-McMoRan Be The Next Commodity Stock To Roll Over? [View article]
    Profits could be heading much lower. Nothing will prevent copper from heading to $2 as inventories continue to stay high. Actually like the foray into energy as FCX got a huge asset on the cheap.

    That $27.50 is now set up as a huge level. Not a technician but a break of that send the stock even lower.
    Apr 16, 2013. 03:26 PM | Likes Like |Link to Comment
  • Will Freeport-McMoRan Be The Next Commodity Stock To Roll Over? [View article]
    B/c thats the way the computers work these days. It broke $31 and now appears heading low. Currently dow again on a big up day.

    FCX is a great company so I'm clearly looking to buy lower.
    Apr 16, 2013. 03:22 PM | Likes Like |Link to Comment
  • Will Freeport-McMoRan Be The Next Commodity Stock To Roll Over? [View article]
    As suggested, investors should be dumping shares as the $30-31 level didn't hold. The stock is failing to rebound today suggesting more weakness. Maybe $28 holds, but that doesn't appear likely with the commodity weakness.

    FCX is a great company, but investors will make more buying it lower than holding and losing $$$.
    Apr 16, 2013. 12:49 PM | Likes Like |Link to Comment
  • The sell-side loves the Facebook Home launch. Argus has upgraded Facebook (FB +0.7%) to Buy, and Oracle Investment has launched coverage with a Strong Buy. Wells Fargo: "We like the logic of a software-driven strategy ... this approach is likely to appeal to many of Facebook's one billion+ members, while avoiding device/platform lock-in." The commentary is helping Facebook tick higher on a rough day for tech. [View news story]
    who in the world does this appeal to? Think analysts are confused on the popularity of FB.
    Apr 5, 2013. 10:27 AM | 6 Likes Like |Link to Comment
  • Are Utilities Done Switching From Coal-To-Gas? [View article]
    Agree it will always be about the money. People thinking that switching to nat gas is a done deal have missed the latest inventory reports entirely.

    My guess is that nat gas surges much higher by winter as the lack of drilling kills inventories. No energy policy means that switching back and forth will be the policy.
    Apr 4, 2013. 11:52 PM | 1 Like Like |Link to Comment
COMMENTS STATS
7,185 Comments
6,111 Likes