Seeking Alpha

ObsidianLightyearCapital

ObsidianLightyearCapital
Send Message
View as an RSS Feed
View ObsidianLightyearCapital's Comments BY TICKER:
Latest  |  Highest rated
  • Buy McDonald's: The Best Positioned Global Restaurant [View article]
    Globalization will equalize wages (all else equal-- ie adjusting for transportation costs to the ultimate market of the good or service) and so yes, the third world's poor will experience an improved quality of life meaning MCD for them (yes my American friends, MCD is a premium location in some parts of the world).

    So I agree with you. But your statement does not contradict the fact that most Americans will experience a decrease in their quality of life and result in a shift from more premium restaurants to MCD. As an American I hope I am wrong but I don't think I am which is why we invest the way we do.
    Nov 11, 2012. 09:36 PM | Likes Like |Link to Comment
  • Amazon: It Is Amazing How Overvalued Its Share Price Is [View article]
    S/he is a momentum investor. Hopefully they realize it.
    Aug 23, 2012. 02:42 AM | Likes Like |Link to Comment
  • QE Is A Flawed, Lose-Lose Strategy [View article]
    That's not sterilization.
    Aug 20, 2012. 04:56 PM | Likes Like |Link to Comment
  • QE Is A Flawed, Lose-Lose Strategy [View article]
    Sterilization means taking the same amount of liquidity introduced out. That's what China does and they do so by issuing debt for the money they print to keep their currency low. Since when has QE1 or 2 been sterilized?
    Aug 18, 2012. 01:14 AM | Likes Like |Link to Comment
  • QE Is A Flawed, Lose-Lose Strategy [View article]
    Plenty of people and corporations can't get loans but it's not the Feds fault.

    Janitors would be able to get a huge mortgage if they had lots of collateral but of course that's not the Feds fault.

    Long story short: you are both right. (It's an election year, I had to end with a politically neutral statement. )
    Aug 18, 2012. 01:11 AM | Likes Like |Link to Comment
  • How Much Lower Until Facebook Finds A Bottom? Lower Than You Think [View article]
    Would you like AIDS or Ebola? I too would chose AIDS over Ebola but why not stay disease free?
    Aug 18, 2012. 12:55 AM | 3 Likes Like |Link to Comment
  • How Much Lower Until Facebook Finds A Bottom? Lower Than You Think [View article]
    It's different for all investors. More sophisticated investors will do it sooner rather than later for Facebook but it's all individual specific. If there are short term capital gains to match them up with then that would be great but of course is that true for retail investors? And let's be real, only huge muppets got caught in FB. Even Cramer was on CNBC saying this is going to go bad.

    Retail gets a max of $3,000 per year deduction of capital losses against income.
    Aug 18, 2012. 12:52 AM | Likes Like |Link to Comment
  • Facebook: The Real Fun Is About To Start [View article]
    Do you really think someone with any decent amount of capital would be saying such stupid things about Apple?

    So why even reply to him/her?
    Jun 26, 2012. 05:59 PM | Likes Like |Link to Comment
  • Facebook: The Real Fun Is About To Start [View article]
    We at Obsidian Lightyear enjoy buying cheap stocks. And if not splitting the stock is keeping the unwashed masses from buying then I continue to support not splitting the stock.
    Jun 26, 2012. 05:58 PM | Likes Like |Link to Comment
  • Facebook: The Real Fun Is About To Start [View article]
    Have you looked at FB's PE versus AAPL or GOOG?
    Jun 25, 2012. 04:02 PM | 2 Likes Like |Link to Comment
  • Facebook: The Real Fun Is About To Start [View article]
    So many better technology stocks are out there instead of Facebook. Why waste time and energy on a stock with such a high P/E?

    Most people who do little to no homework can name better stocks: Microsoft, Apple, Oracle, IBM (more consulting than technology now but still)

    Why even talk about Facebook?
    Jun 25, 2012. 02:59 PM | 3 Likes Like |Link to Comment
  • Costco's Story Still Checks Out, Or The Power Of Bulk [View article]
    COST is a great example of Peter Lynch's idea of investing in what you know. If what you observe is insane buying of the product the stock is definitely worth a look.

    Of course a great company does not necessarily mean a great stock (price is everything)
    Jun 25, 2012. 12:53 PM | 1 Like Like |Link to Comment
  • Costco's Story Still Checks Out, Or The Power Of Bulk [View article]
    I have no idea what company you are looking at. COST sells products at a profit. And NO, it could NOT increase profits by simply increasing membership fees.
    Jun 25, 2012. 12:49 PM | Likes Like |Link to Comment
  • Japan's Demographic Trap [View article]
    "after almost seven years working there, I just learned how much I didn't know. "

    Truly educated individuals know just how much they don't know.

    As for Japan's demographic changes, we at Obsidian Lightyear think about demographics A LOT. In the end, the decline in the population of Japan is a problem but when you look at the statistics it is not as big of a problem as some alarmists make it out to be. Yes, Japan's population is getting older and actually decreasing but it will eventually level out in the future and the rate is not THAT dramatic. (no matter the source, ie CIA Factbook, World Bank etc)
    Jun 25, 2012. 12:45 PM | 1 Like Like |Link to Comment
  • Deutsche Mark: Next reserve currency of the world  [View instapost]
    War in NOT inevitable. Bankruptcies don't lead to war necessarily.

    The "PIIGS" will get hurt the most if a Euro break up occurs but I would wager a lot of money that they won't militarily attack Germany or France.
    Jun 25, 2012. 12:19 PM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
31 Likes