Seeking Alpha

Zee4Money

Zee4Money
Send Message
View as an RSS Feed
View Zee4Money's Comments BY TICKER:
Latest  |  Highest rated
  • Kinder Morgan: Recent Billionaire Insider Transactions Make It A Strong Buy [View article]
    I noticed that too. I have no idea why he would do that.
    Jun 6 09:28 AM | Likes Like |Link to Comment
  • Morgan Stanley sees limited Kinder Morgan distribution growth upside [View news story]
    How to you get an underweight rating when the stock is almost $5 below the price you think it is worth? That sounds more like a buy or at worst a hold.
    Apr 17 02:01 PM | 5 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Is A Solid Investment [View article]
    I also added to my KMP position today. This is a great business that is led by focused competent leadership that has a long track record of returning value to investors.
    I am interested to know more about why you believe LINN will be exonerated. It sounds like depletion and hedging accounting is very complex, but not necessarily wrong.
    Sep 4 04:44 PM | 6 Likes Like |Link to Comment
  • As Wells Fargo Raises Its Dividend, A New Approach To Retail Banking Is In The Works [View article]
    Very nice analysis. It also doesn't hurt to have the worlds greatest investor holding a apx. $10B stake in the company.
    Apr 24 07:59 AM | Likes Like |Link to Comment
  • Costco: Price Uptrend Will Persist [View article]
    Great analysis. This is a wonderfully run company with many new markets to move into. No reason growth rates to decline.
    Mar 27 09:16 AM | Likes Like |Link to Comment
  • Catch The Turn In Apple [View article]
    Tax sellers can't re-enter a like asset for 30 days after the sale and take the gain/loss in the previous tax year. I would look for the build in price to start later in January as the run up to the 4th quarter earnings announcement. The earnings will be announced around the 22nd. This puts the current sellers as the last ones that will be able to get back in before earning and record tax impact in CY12.
    Dec 17 02:18 PM | 1 Like Like |Link to Comment
  • Apple's iPhone 5 Chip Design Seriously Impresses - Is The Competition Asleep? [View article]
    I disagree - No one knows what Steve Job would or wouldn't do. The original iphone had problems with reception and dropped calls. When Steve was asked about this by a reporter he was very annoyed. Apple will work to fix the problems, but it's not true that Apple would not release a product that wasn't 100% complete. Nothing is ever complete. There are always improvements that can be made.
    Sep 25 09:13 AM | 1 Like Like |Link to Comment
  • Apple's iPhone 5 Chip Design Seriously Impresses - Is The Competition Asleep? [View article]
    Thank you - Your article is enlightening. You have explained the technology clearly and concisely.
    Sep 24 10:24 AM | 4 Likes Like |Link to Comment
  • Eurozone Crisis: From Periphery To Core [View article]
    I think your analysis makes sense. What do you think of buying puts on the FXE for Dec. with a stop loss?
    Sep 19 02:40 PM | 1 Like Like |Link to Comment
  • EMC: Ride This Stock 20% Higher By 2013 [View article]
    I also like the consistency of EMC's earnings. They are very good at communicating expectations and meeting or exceeding. They don't miss earnings, which means a lot in a volital market.
    Jul 11 12:20 PM | Likes Like |Link to Comment
  • VirnetX's Patent Portfolio Holds Promise Of Significant Upside [View article]
    What is AAPL and CISCO's arguement as to why they believe they are not infringing?
    May 14 10:13 AM | 1 Like Like |Link to Comment
  • Probabilities Based Earnings Preview [View article]
    Your article got me thinking about taking a position before or after earnings release. I was looking at buying an Oct call at the 110 strike price. The current ask on the option is $2.12 with implied volatility of 24.9, stock price $95.58. If you are correct and the stock drops after earnings release then the implied volatility will increase. I then looked at what point is it better to own the option with the low volatility and higher stock price? Say the stock drops $3 to $92.58. The option will not lose value if volatility increases to 28. Volatility has fluctuated between 24 and 33 over the last 3 months. My conclusion is that it may be better to own this option today before the release due to the low volatility.
    May 2 02:40 PM | Likes Like |Link to Comment
  • Apple: Content Would Complement iTunes, iTV [View article]
    They only need 51% of the shares to control the company. They don't need to buy the whole thing. Just control it. As others have pointed out, they need experts to manage a business, so they would be better off with a controling interest.

    I hope Tim Cook sheds some light on the direction they are going with TV when he gives a speech at a major conference later this month.
    May 1 08:44 AM | 1 Like Like |Link to Comment
  • Last week: "The suggestion of any conflicts of interest is unfounded." Today, Chesapeake (CHK) says it won't extend its Founder Well Participation Program, which indirectly facilitated up to $1.1B in loans taken out by CEO Aubrey McClendon. "The board did not review, approve or have knowledge of the specific transactions engaged in by Mr. McClendon or the terms of those transactions." CHK -1.8% premarket.  [View news story]
    I'm not sure why you think I lost money on CHK. I have never owned the shares. I would only consider this company for a short sale. My only point was that integrity of the companies management is one of my critical factors in deciding on an investment. This company does not meet my standard.
    Apr 27 11:37 AM | Likes Like |Link to Comment
  • Last week: "The suggestion of any conflicts of interest is unfounded." Today, Chesapeake (CHK) says it won't extend its Founder Well Participation Program, which indirectly facilitated up to $1.1B in loans taken out by CEO Aubrey McClendon. "The board did not review, approve or have knowledge of the specific transactions engaged in by Mr. McClendon or the terms of those transactions." CHK -1.8% premarket.  [View news story]
    Couldn't agree with you more. Integrity of corporate executives is a critical factor in determining appropriate investments.
    Apr 26 12:33 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
34 Likes