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Big Moose

Big Moose
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  • A Moat Full Of Immortal Dinosaurs [View article]
    Well written! When Buffett went lock, stock, and barrel on IBM, I was scratching my head as well. I work in the Technology industry and never liked them for their Technology. But then when you think about it as a value investor, there are some things going for IBM you have to love: a) A Global Brand (when in doubt, CIOS buy IBM. Its a brand right up there with Apple and almost peerless in the Enterprise World); b) They have navigated turns in Technology for a century; c) They run the business well (remember Lenovo), and are very investor friendly (put a lot of value in their equity and no doling out options).
    At a more granular level, they have incredible IP and products in Mainframe, Mid-range, Distributed Servers, Technology and Applications. And, plenty of cash to work their way out of these troubles. If you are someone looking 20 yrs out, and want a piece of global technology investment, IBM has to be right up there.

    The challenges are very real but they will make this turn like they have made others.
    Apr 22 07:30 PM | Likes Like |Link to Comment
  • Why Apple Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Arie, As always, well written. How Apple does without Jobs is still to be seen. I would discount out 2012, the year after Jobs passed because product releases were likely already set. So, really its only been a year and half for Tim Cook. Apple is still an amazing brand, right up there with BMW and Nike, but the product cycles have been slowing down. The products released this year and next will likely be telling. The market will only provide them the valuation premium if they can create exciting products that we keep hearing about (Watch, Payments, and TV)...I am long AAPL
    Apr 19 02:56 PM | Likes Like |Link to Comment
  • How To Identify Good Stocks, Part 1 [View article]
    Thank you for sharing your personal investment philosophy. Very insightful
    Apr 6 01:17 AM | 1 Like Like |Link to Comment
  • Google's Going Ex-Dividend (A Stock Split) [View article]
    It would be interesting to know what happens here. Technically, if you purchase the stock on ex dividend date (record date) or after, you are not entitled to the dividend. Some companies give you pro-rated dividends if you purchase between ex dividend date and payment date. That happened for DVA dividend split.
    Mar 30 05:57 PM | Likes Like |Link to Comment
  • Google's Going Ex-Dividend (A Stock Split) [View article]
    The stock has only gone down by 1.6% today. So if someone bought today, they don't get the dividend but also see the price going down to potentially half of what it is today on April 2nd?
    Mar 27 03:30 PM | Likes Like |Link to Comment
  • Baxter International: Strong Dividend Set To Continue [View article]
    My apologies for the typos. I meant "wondered what their moat is. Are there certain parts of their business where they are a "dominant" force?"
    Mar 25 11:44 PM | Likes Like |Link to Comment
  • Baxter International: Strong Dividend Set To Continue [View article]
    Baxter always shows up in the list for dividend growth investors. That said, I have often wonderd what theier moat is. Are there certain areas of their busunegss they are a "dominant" force?
    Mar 25 11:40 PM | Likes Like |Link to Comment
  • Should You Add Cisco After Earnings? [View article]
    Anytime john chambers speaks, buy immediately after because the stock will take a dive. To borrow from Gordon Gecko," If this guy ran a funeral parlor, no one would die"..it's beyond me why he is still there..
    Mar 12 01:29 AM | 1 Like Like |Link to Comment
  • Union Pacific Just Keeps Chugging Along [View article]
    Good feedback!
    Feb 3 11:52 PM | Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    I agree - time window is critical. Also, personally, I would look at cumulative returns (after fees) vs annualized. The cumulative data I see on Google Finance provides a slightly different tale: If I graph BRK.B vs VFINX on Google Finance for 15, 10 yr and 5 years, the only time I see VFINX cumulative performance even remotely matching up is the 5 year period. Here is the data I see:
    Dec, 1999 - Jan 15, 2014 - BRK.B is up over 225%, VFINX is up 28%;
    10 year period: BRK.B is up 101% vs VFINX is up 63%
    5 year period: Berkshire is up 83% vs VFINX is up 107%
    You can also see that Berkshire provides a nice downside protection. Considering all the mutual funds gimmicks, I personally prefer BRK.B or other well conglomerates.
    Jan 15 04:28 PM | Likes Like |Link to Comment
  • 2014 Defensive Growth Companies [View article]
    Nice article and great picks!
    Jan 12 10:41 PM | Likes Like |Link to Comment
  • My Intelligent REIT Picks For 2014 [View article]
    Thank you. Appreciate the great work you do.
    Jan 6 03:44 PM | Likes Like |Link to Comment
  • My Intelligent REIT Picks For 2014 [View article]
    Brad - If you had to pick your top 3 Blue Chip REITs for someone to invest for their retirement, what would they be? I am looking for a REIT or two that I can put money in for next 5-10 yrs, something that you often call lets one "sleep well at night". My guess is Realty Income (O) would be one of them.

    Thanks in advance..
    Jan 1 10:30 PM | 1 Like Like |Link to Comment
  • Oracle And IBM - Dynamic Growth Vs. Brand Power [View article]
    Over the last 5, 10, and 15 year period, per FAST graphs, Oracle has come out ahead in terms of total returns (with dividends reinvested) that equates to shareholder value. The challenge with Oracle is it does higher risk due to the huge bets it takes.. Larry is to Oracle what Jobs was to Apple, its tough to imagine that company without him.. As long he is around, its a sure winner, and will continue to be..
    Jan 1 04:27 PM | Likes Like |Link to Comment
  • Oracle And IBM - Dynamic Growth Vs. Brand Power [View article]
    At a macro level, Oracle is a pure Applications/Software business first, hardware is there to support the software. Oracle very deliberately stays away from services. In contrast, IBM is very a Services business supported by some excellent hardware and software.. When I compare, here is what comes to mind:

    a) Oracle is fundamentally a more profitable business with higher margins. Until 2010, Oracle had margins close to 45%..
    b) IBM handles its equity with a lot of care, i.e. investor friendly. Oracle is NOT.. Larry does what he pleases..
    c) IBM is truly a global brand, Oracle less so..
    d) Oracle takes a lot more risk, makes long term bets. IBM is all about incremental efficiency and runs a very tight ship..

    If I was going to hold 5-10 yrs out, Oracle is definitely a better bet with the risk that if Larry goes anything can happen.. IBM is lower risk and is guaranteed to be around 25 yrs from now..
    Dec 28 01:42 PM | Likes Like |Link to Comment
COMMENTS STATS
46 Comments
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