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Garthilk

Garthilk
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  • Southern Company Remains A Core Dividend Stock [View article]
    If you belive in global warming, and we see more mild winters, does this mean decreased revenues?
    Jan 9, 2013. 12:49 AM | 1 Like Like |Link to Comment
  • Portfolio For Do It Yourselfers: The 2012 Update (Part 1) [View article]
    I'm looking forward to seeing your next additions in 2013.
    Jan 9, 2013. 12:29 AM | Likes Like |Link to Comment
  • Intel Hits It Out Of The Park At CES 2013 [View article]
    If my data center can do with five fifty dollar chips what one five hundred dollar chip does and I can save money on energy as I throttle my 5 to the demand, I'll take the 5 chips.
    Jan 9, 2013. 12:20 AM | Likes Like |Link to Comment
  • Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness [View article]
    Hmm,

    Started Orgin digital distribution. Good. Removed products from the virtual shelf of a distributer with 58 million active customers. Bad.

    Spent $1 billion buying Playfish and PopCap. Trying to chase Zynga, a company that designs video games the same way con artists design pyramid schemes. Bad.

    EA is a publisher of last resort for many developers. With the F2P model and games becoming easier to publish, EA's death grip on funding becomes a null issue. Decades of giving developers the short end of the stick when it comes to publishing deals is coming to an end and in that, decreased revenues and increased costs to buy companies that won't sign with you.

    EA's conversion from subscribe to F2P. Their Star Wars MMO attrition rate was amazingly horrible. The only way to shore up the numbers was to make it F2P. EA hasn't done a successful subscription product in what, a decade? What launched EA F2P product has been successful?

    EA shares are off more than 75% in the past five years. Heck even corrupt Bank of America's share price has recovered slightly better than EA's.

    If I had 10 bucks to invest. And could choose between a video game company and anything else. Why would I pick EA?
    Jan 8, 2013. 09:36 PM | 1 Like Like |Link to Comment
  • Yum Brands: Midlife Crisis In China [View article]
    In the short term (<1 years), I see more downside. In the long term (>5 years) I see upside. I went ahead and established an initial position and will add further with more drops.
    Jan 8, 2013. 09:14 PM | 1 Like Like |Link to Comment
  • Which Waste Service Provider Is The Best Bet For Now? [View article]
    WM's debt and continued lack of growth will continue to put downward pressure on the price. Their size and business complexity make it a difficult company to manuever as compared to it's smaller more agile compeditors. WM's long in the tooth management team continues to struggle to find ways to grow a business in an enviroment where compeditors are growing but it is not.
    Jan 8, 2013. 09:04 PM | 3 Likes Like |Link to Comment
  • Intel Hits It Out Of The Park At CES 2013 [View article]
    Hmm,

    Can anyone tell me what percentage of the market for mobile and tablets does Intel currently have for sold devices? 1-7%?

    NPD has estimated tablet shipments will reach more than 240 million units worldwide in 2013, compared to the company's projection of 207 million notebook shipments.

    Combine this with a year over year decline in PC sales.

    What is the answer to the first question again?
    Jan 8, 2013. 08:49 PM | Likes Like |Link to Comment
  • It finally happened: Well-respected Hulu (DIS, CMCSA, NWS) CEO Jason Kilar says he's leaving in Q1, and that CTO Rich Tom is joining him. Hobbled by the licensing and distribution restrictions placed by media industry owners generally terrified of upsetting their pay-TV industry clients, money-losing Hulu's total monthly viewers have been surpassed by Netflix's paid subscriber base. Kilar's departure could have something to do with a reported request for a fresh $200M in funding. (also[View news story]
    Hmm, ask people to pay for less than what they can get for free? Sure, paid Hulu is a great idea!
    Jan 4, 2013. 10:17 PM | 1 Like Like |Link to Comment
  • January 2013 Dividend Champions, Expanded Edition [View article]
    Amazing work.
    Jan 2, 2013. 08:17 PM | 2 Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]
    I also tried Motif David and couldn't get it to quite fit. I wish they offered more customizeability and the ability to share personalized motifs, also a facebook page for your motif where people could discuss it.
    Dec 29, 2012. 01:35 AM | 1 Like Like |Link to Comment
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing [View article]
    If the market declines the next two weeks, I say fantastic. It wil help you get better entry points with your cash you have set aside. Remember to always keep some cash position when you can to take advantage of big pull backs. DGI stocks don't pull back as often as I would like and situations like this provide opportunity sometimes.

    As for selling. I haven't and I'm a new investor myself, only been doing this myself a year. Remember, if you've invested in "Fish Stocks" those companies aren't going away. They're going to grow for many years to come in all likelyhood. A two week or two month pull back doesn't mean anything.

    Just like a patient whom complains of a the normal repercussions of medical procedures, remind yourself, that this process is normal and that the DGI treatment you've perscribed is working as intended.
    Dec 29, 2012. 01:32 AM | 3 Likes Like |Link to Comment
  • Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness [View article]
    Large publishers like Valve, or Bethesda have managed to successfully navigate the enviroment. They've managed to communicate effectively, share development costs in appropriate ways, provide digital distribution models that aren't draconion.

    To say EA hasn't managed communications well, understates the obvious. But also they've made some majorly bad business decisions, bad decisions are what has hurt the company. Example:

    The Steam platform provided hundreds of thousands of sales for EA products in 2011. The Steam platform reaches about 54 million active users. EA pulled their product from Steam's digital shelves and from those customers eyes and wallets. Were EA sales diminished because of it? Absolutely. Are they discussing it? Nope. Instead they're hyping their own infancy milestones of digital distrubtion with Orgin.

    I'm not sure what new paradigm you think EA is leading, but lets face it, they're copying a lot of other very well entrenched successful companies and often very poorly. I'd love to hear some examples.

    Lastly, EA is not a shareholder friendly company. 2012 saw new lows. This is not a stock that is going to do anything exciting for shareholders. Instead it's corperate structure is going to suck millions of dollars out in payroll and stock options while the share price will continue to maintain the dwindles.
    Dec 29, 2012. 01:08 AM | Likes Like |Link to Comment
  • Sell Citigroup Due To These Macro And Micro Risks [View article]
    I think to some extent a increased dividend and share repurchase may be priced in as there have already been several attempts to do so. Though I would agree I think $45 is possible.
    Dec 28, 2012. 05:06 PM | Likes Like |Link to Comment
  • Electronic Arts: The Turnaround Is At Hand For This Fallen Angel - Buy On Headline Weakness [View article]
    I think your by the numbers review misses what is holding the stock price down. The article hasn't discussed the EA reputation in the marketplace. It hasn't discussed what has lead to the somewhat decreased share price. EA won 2012 Worst Company in America for a reason. It's engaged in digital distribution but at the same time removed its products from places like Steam and that has had a negative impact on sales. The games themselves have scored lower than had hoped in places like Metacritic.
    Dec 28, 2012. 03:03 PM | Likes Like |Link to Comment
  • Sell Citigroup Due To These Macro And Micro Risks [View article]
    In conclusion, it sounds as if you're unsure what is going to happen next and that the uncertainty itself is a headwind for the stock. My question if that is the conclusion, why is that different for $C than for $BAC or another similar stock?

    If you do not believe that latter 2013 will bring it new highs, I would argue that the uncertainty will likely lead to a new trading range for the stock. If you believed in the trading range theory then selling just to invest that money somewhere else might be useful in the < 1 year term.

    I have considered taking my profits from and may do so before the year end so that I can reinvest in a DG stock.
    Dec 28, 2012. 02:32 PM | Likes Like |Link to Comment
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