Seeking Alpha

glssmrbl

glssmrbl
Send Message
View as an RSS Feed
View glssmrbl's Comments BY TICKER:
Latest  |  Highest rated
  • Whole Foods Market beats by $0.01, misses on revenue [View news story]
    maybe; but SBUX has a culture that people like. Unlike no other coffee place.
    May 24, 2015. 11:52 PM | Likes Like |Link to Comment
  • Swapping MasterCard For Bristol-Myers In The Growth Portfolio [View article]
    Exactly, beating the s&p 500 by a few percentage points is not impressive.

    Hand-picking quality companies and sticking with them results in far better market performance than the averages.

    Buying and selling just made the portfolio worse off.

    I would dump BMY and grab more CELG and GILD.
    May 17, 2015. 01:55 AM | 1 Like Like |Link to Comment
  • Swapping MasterCard For Bristol-Myers In The Growth Portfolio [View article]
    More than that, the div doesn't make sense relative to BMY earnings.

    Tons of debt and little growth relative to the biotechs.
    May 17, 2015. 12:19 AM | 4 Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    I would compare ESPN to NBC: crap and craplette respectively.
    May 15, 2015. 11:37 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: The Best GARP Stock In The S&P 500 [View article]
    I'm long but not overweight.

    GILD has reached the promise land: biotech becomes pharmaceutical company. Pays a dividend, multiple revenue sources, and >110B market cap.
    May 15, 2015. 11:34 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: The Best GARP Stock In The S&P 500 [View article]
    Look out for the slow tick up in GILD for the week. $104 to $109.

    Modest but still important to gauging sentiment.
    May 15, 2015. 11:04 PM | Likes Like |Link to Comment
  • Southwest Airlines declares $0.075 dividend [View news story]
    It's hard to see the impact of buybacks. Keep the dividends any day. Buybacks just keep us hopeful that companies believe in their companies' growth prospects.
    May 14, 2015. 12:46 AM | Likes Like |Link to Comment
  • Southwest Airlines declares $0.075 dividend [View news story]
    Typo, today's closing price, 2014, 13, ...
    May 13, 2015. 07:04 PM | Likes Like |Link to Comment
  • Southwest Airlines declares $0.075 dividend [View news story]
    Depends on your perspective. Is it based on today's closing price 2014, 14, ...?
    May 13, 2015. 07:03 PM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    So why have 2 class A shares? There seems to be more voting power with CMCSA than CMCSK.
    May 11, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    One quick question to whoever would like to answer:

    Typically when shares of a company are separated into voting and non-voting this allows only "special people" within the company to own and retain voting shares.

    Why are CMCSA (voting) shares made available to the public along with the CMCSK (non-voting) shares? By that logic it would make little sense for individual investors to select CMCSK to acquire shares in the company.

    Are there any advantages or disadvantages here similar to those shared by executives and other officials in typical share voting structures?
    May 9, 2015. 09:36 PM | Likes Like |Link to Comment
  • Alibaba takes 9.3% stake in Zulily [View news story]
    It seems BABA is more interested in investing in America than investing in itself.

    I think BABA investors should follow BABA's actions.

    Long U.S. stocks.
    May 9, 2015. 09:17 PM | 8 Likes Like |Link to Comment
  • Shareholder Friendly Union Pacific Trades At A Discount [View article]
    interesting concept! dividends going away as interest rates rise!

    that may very well depend on the rate at which interest rates go up.
    May 9, 2015. 08:21 PM | 1 Like Like |Link to Comment
  • Shareholder Friendly Union Pacific Trades At A Discount [View article]
    Owning railroads is an interesting concept.

    Any ideas on why premium businesses such as rails carry so much debt?

    You would think investors would stay away from capital intensive companies after 2007-08.

    Some exposure makes sense but why own rails at all?
    May 9, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • Gilead: The Perspective Of A Non-Biotech Investor [View article]
    then you should be in the options market.
    May 8, 2015. 12:13 AM | Likes Like |Link to Comment
COMMENTS STATS
557 Comments
355 Likes