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brendanguilford

brendanguilford
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  • Frenemies: Are Best Buy's Best Selling Brands Also Its Enemies? [View article]
    What is a "Best Buy"? I will Google it, and if I like it I will buy one on Amazon.
    Feb 4, 2012. 12:27 AM | 1 Like Like |Link to Comment
  • Method To The Zynga Madness [View article]
    A smart investor would get a whiff of the stank put out by Zygna and just avoid it entirely. There are plenty of ways to make money in the market.
    Feb 4, 2012. 12:21 AM | 3 Likes Like |Link to Comment
  • Bank Of America: Breakout Or Breakdown? [View article]
    Please, please do not recommend Zygna for anything, to anyone. The company is a joke; almost entirely built on stealing the intellectual property of others and leveraging their Facebook connection. The 'churn' on their revenue-producing games is shocking. Zygna only keeps gaming addicts paying up by releasing new games constantly, thus the need to steal ideas. Take a look at their cost per paying customer data if you want some heartburn.

    The company is bankruptcy ethically and will be bankrupt financially before long. You're warned!
    Feb 3, 2012. 11:50 PM | 2 Likes Like |Link to Comment
  • All 3 ruling coalition leaders in Greece oppose new austerity measures being demanded by the country's creditors as a condition of the new €130B bailout. A €14.5B bond comes due on March 20, and German bankers are known for their brinksmanship in debt restructurings. The clock ticks. (see also)  [View news story]
    It's hard not to get sucked in by the headline excitement, but surely Europe is not done.

    I'm not sophisticated enough to deal with puts and spreads and whatnot... but I am keeping those stop sell orders *tight*!
    Feb 3, 2012. 11:29 PM | Likes Like |Link to Comment
  • Ford CEO Alan Mulally To Seeking Alpha: We May Raise Dividend [View article]
    "...the focus...should be on reducing debt, not share count.
    With debt reduction costs come down in two ways: In lower interest rates (with increasing ratings) and absolute dollars needed to service debt."

    Yes, yes, yes. I am a Ford shareholder and proud son of Michigan. I would strongly prefer that the company continue to improve its financial health. Share buy-back is rarely a superior use of cash. Dividend growth is good, great even. Positioning the company into long-term safety and success is way more important and the best choice on several levels.
    Feb 3, 2012. 11:21 PM | 1 Like Like |Link to Comment
  • 5 Attractive Companies With Little Debt [View article]
    Yes, excessive debt is bad for a company. Whether Apple deserves praise for sitting on its cash pile remains to be seen, no?
    Feb 3, 2012. 10:09 PM | Likes Like |Link to Comment
  • 3 Golden Cross Healthcare Stocks Catching The Attention Of Insiders [View article]
    Wouldn't an insider already be aware of the goings-on in the company, good or bad? My understanding is that the term "insider" generally means someone with non-public knowledge of the company - often people who work there.
    Feb 3, 2012. 01:54 PM | Likes Like |Link to Comment
  • 4 Wireless Stocks Being Snapped Up By Insiders [View article]
    I've often thought the same thing, as I tend to follow companies that I have an actual stake in. You'll find though, that both decent and terrible authors on SA regularly write about companies in which they are not invested.
    Feb 3, 2012. 01:49 PM | Likes Like |Link to Comment
  • Google Is In No Danger Of Being Dethroned [View article]
    MySpace was once an incredibly popular website. Twitter used to be so popular the company's site would overload. AOL instant messenger was once the de facto mode of communication between young people. Message boards were once the only means of discussion and mass sharing on the internet. Anyone who thinks Facebook will be around forever is *not* a student of the internet.

    But you might ask, why is Google different? It's simple. Google makes a product, and sells products for others. The very name of the company has become a verb. "Google it." If you took away Google's attempt at social networking, what would you have left? Every valuable part of Google's business. Take away consumer interest in Facebook's social networking, what would you have left? Nothing.

    Apple may be a neighbor, but Facebook is a guest.
    Feb 1, 2012. 12:14 PM | 1 Like Like |Link to Comment
  • What January Performance Portends For The Stock Market In 2012 [View article]
    "There is enough nonsense on SA without anyone's trying to out-clever clever."

    This.
    Feb 1, 2012. 12:06 PM | Likes Like |Link to Comment
  • The iPhone may be great for Apple (AAPL), but the huge subsidies it requires makes it terrible for carriers, laments Nomura. Verizon's (VZ, VOD) incremental service margin easily outpaced AT&T's (T) until it began selling the iPhone, and AT&T's actually turned negative in Q4. Meanwhile, Sprint's (S) upcoming Q4 report is expected to show "over 800 bps of margin contraction."  [View news story]
    "but they also forget that iPhone users tend to be richer segment of the population"

    Conjecture.

    "meaning more frequent international travel that generates roaming fees at obscene margins"

    This is in no way whatsoever a major concern in the telecom industry.
    Feb 1, 2012. 11:57 AM | Likes Like |Link to Comment
  • Sprint Is Not Attractive, Even At Current Depressed Levels [View article]
    I don't understand: differentiate themselves by *not* carrying the hottest product in the industry? T and VZ both offer the iPhone at a loss per unit. While you haven't said it directly, should I understand you think that it was a boneheaded move (to subsidize Apple products) for those companies as well?

    You're right that Sprint isn't a profitable company. Would you agree that they should take steps to become profitable? Perhaps offering products that consumers wish to purchase is a first step?

    Lastly, you're suggesting that Windows 7 mobile offerings as an alternative to iPhone. A) they did not release anywhere close to each other chronologically; B) why couldn't they offer both?
    Jan 25, 2012. 04:13 PM | Likes Like |Link to Comment
  • 7 Points To Consider In Sprint's Turnaround Story [View article]
    Its so weird that the person behind Conrad Sands / Raymondpoppy / Fishloaf would try to spam Sprint-related articles on Seeking Alpha. Dude, you don't really think it will have an effect on the stock, do you? If you do, I feel badly for you.

    Sprint seems like a merger/take-over possibility to me. There are several large companies in the US that might enjoy Sprint's assets enough to suffer its ridiculous amount of debt.
    Jan 24, 2012. 03:16 PM | Likes Like |Link to Comment
  • Sprint Is Not Attractive, Even At Current Depressed Levels [View article]
    Don't be absurd. Sprint had to offer the iPhone. The company was getting clobbered by iPhone-related churn.
    Jan 24, 2012. 03:06 PM | Likes Like |Link to Comment
  • How Sprint May Shock Everyone [View article]
    I agree there seems to be a disconnect between share value and salary value over at Sprint.
    Jan 24, 2012. 03:04 PM | Likes Like |Link to Comment
COMMENTS STATS
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