Seeking Alpha

f16flyer1983

f16flyer1983
Send Message
View as an RSS Feed
View f16flyer1983's Comments BY TICKER:
Latest comments  |  Highest rated
  • Lockheed F-35 fighter makes debut [View news story]
    A guy wearing shower shoes with no military experience can grasp a shoulder launched RPG and take out a slow moving A-10 from a top a mountain peak.

    F-35 loiters around at 25k feet picking up ground targets at ungodly ranges many miles away with the ability to clearly identify friend or foe before firing a missile.

    An expensive weapon system but cutting edge technology is never cheap.

    F-35 is not a turn and burn dog fighter like people see in the movies like Top Gun. it has first look, first shot, first kill capability.
    Jun 2, 2015. 10:08 AM | 6 Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Ichan needs to qualify his statement that Apple is worth $240 in today's current market climate.

    A climate that sees Netflix worth over $600 with a PE at 160 and Amazon worth $427 losing .88 cents per share the last quarter.

    Let's not forget Palo Alto Networks losing $3.28 per share last quarter but the stock has almost tripled from it's low of $55 almost a year ago. Potential legal issues have me looking to blind short this one.

    Chart art does show Ipod sales slowing which is a negative that the media likes to jump on as well as the fact that the watch will not be able to diagnose and cure cancer ...YET!

    I really hate trying to talk up the stock as I still enjoy buying in at these levels and I should be trying to talk it down as I have a bonus check arriving in a couple of weeks and buying more Apple is on my list.
    May 23, 2015. 11:17 PM | Likes Like |Link to Comment
  • What Oil Price Is Sustainable? [View article]
    The Saudi's kicked off this price war by making a statement that they would not allow North America to continue its drilling and expansion as a global leader in energy production.

    Have the Saudi's decided $60 is the number?

    I wish so as $40 for July oil would would send a panic to producers but the Saudi's have just started this price war.

    This is only round 1 of a 12 round fight.
    May 8, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • Apple: Here's Why The Stock Will Take Out $140 Before The End Of May [View article]
    Three days before earnings allot of hot money bought into the stock and that money is always fast to move out.

    With the buyback over the next several years the float will be small...this could mean volatility both directions which for a DOW stock it's not a good thing.

    You better have a strong intestinal fortitude if you stay long on the stock....i'll continue to buy on the dips and sell on the rumors.
    May 3, 2015. 11:08 PM | Likes Like |Link to Comment
  • Lockheed Martin risks losing $40M over late F-35 software [View news story]
    This fighter has more weapons system and reconnaissance capability than the DOD ever imagined possible. Tax payers will get their money's worth out of this little project for the next 50 years.

    It is tricky getting a billion lines of codes to cross talk successfully 100% of the time but the wait will be worth it.

    I own no stock in any defense contractor but I know a little bit about this type of aircraft.
    Apr 13, 2015. 03:46 PM | 1 Like Like |Link to Comment
  • Saudi oil minister says output to stay at ~10M bbl/day [View news story]
    It is very expensive to maintain the fields and the overhead cost on the infrastructure in a desert location like KSA is more than in the Bakken.

    Governments can only absorb these overhead cost for so many months before they shut down production.

    Far more room on the upside of UWTI but I'll let this correction play out before I jump in.
    Apr 8, 2015. 02:11 PM | Likes Like |Link to Comment
  • AP: Outline of Iran deal reached [View news story]
    The Iranians are almost as cash poor as Kyrgistan and the other Stan's.

    Selling oil at $40 a barrel will not help their problems but they are like most oil countries praying for a return of $90 a barrel.

    Iran is trying to save face at the table but they tried and failed to build a nuclear arsenal and have little to show for the billion dollar effort but some yellow cake uranium and a massive underground research facility and some dead scientist.

    I would be more comfortable myself if oil maintained a $70 price point but like many I think once the Iranians flood the market it will be around $30 and a market in chaos.
    Apr 2, 2015. 05:03 PM | 2 Likes Like |Link to Comment
  • There Will Be No Oil Storage Crisis In 2015 [View article]
    Awesome article....despite the expert analysis and reasoning watching DWTI/UWTI bounce around due to the chaos in Syria alone is amusing.

    With as much crude that is in storage and pumped in KSA anything other a nuclear bomb dropped on the Baniyas port itself would still be a hiccup in a supply chain flooded with oil.
    Mar 26, 2015. 04:31 PM | Likes Like |Link to Comment
  • Seadrill gives up on $1.1B in Petrobras orders, Rosneft nixes drillship contract [View news story]
    I feel like a kid on Christmas Day trying to decide which present to open first with all the bargain prices on Energy Stocks.

    I see no risk at all with so many companies like SDRL taking a temporary beating.

    If ISIS moves to the border of KSA and Kuwait like Iraq in 1991 then oil prices will go astronomical.
    Mar 16, 2015. 06:36 PM | 3 Likes Like |Link to Comment
  • Apple Investors Take Note - Samsung And Xiaomi Are On The Attack [View article]
    I like Michael as his background and mine share similar paths. That said I sure hope he does not drink the Kool-Aid he is peddling because to short APPl and take a long position on energy stocks like PGH is certain financial suicide.
    Feb 23, 2015. 02:36 PM | 2 Likes Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q1 2015 Results - Earnings Call Transcript [View article]
    When the stock hit 109.5 today I went in with a heavy margin which I never do but anything short of Tim Cook announcing he was an alien life form I was confident this call would move the stock 5%.
    Jan 27, 2015. 09:34 PM | 7 Likes Like |Link to Comment
  • iPad Observations Heading into Apple Earnings [View article]
    A quick scan on Ebay shows mad traffic in buying and selling Ipads both new and used so the demand for the product may have cooled off but it is still alive and kicking.
    Jan 16, 2015. 01:26 PM | Likes Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]
    The big investors should quit making fun of us retail investors who are making money on APPL.... give up their short positions and just buy back in.

    The hedge fund guys hate seeing low level investors get rich buying at retail.
    Dec 31, 2014. 11:56 AM | 3 Likes Like |Link to Comment
  • $60: Not A Reasonable Price For Oil [View article]
    Agree with the authors view that a 1% delta in supply could spike the barrel cost back to $90 just as quick as it plunged to $60.

    I'm selling off overpriced tech and getting into energy, LYB has already made me a nice profit.

    I'm loving this knee jerk market.
    Dec 17, 2014. 06:31 PM | 3 Likes Like |Link to Comment
  • Canadian Oil Sands: Sorry, But We Told You To Stay Away [View article]
    For those who think the Saudi's will sell a product for less than it cost them to produce it do not understand Arab culture.

    Much like the mistake made when the US charged into Iraq thinking we would be seen as liberators and not conquerors.

    Enjoy the perception that OPEC will allow Americans to buy a gallon of gas for less than the price of a gallon of bottled water.

    Driving out the competition might seem like a long term strategy that would benefit OPEC 10x over the next 20 years but this group is all about short term profit and allowing 2.00 a gallon gas is a Christmas gift to the average American that will correct itself with gas at 4.00 a gallon by July 4.
    Nov 28, 2014. 02:16 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
167 Comments
262 Likes