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glssmrbl

glssmrbl
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  • American Express: Profits Continue Flowing [View article]
    I don't see why AXP wouldn't be considered cheap. 15x is well below S&P multiple and that is for a premiere business. I'm not saying it's dirt cheap but priced reasonably for any long term investor not looking to shoot for the stars.
    Apr 18, 2015. 08:19 PM | 4 Likes Like |Link to Comment
  • Years Of Success Make Southwest Air A Battlefield [View article]
    Airlines' profitability should remain strong across the board. Whether investors are willing to respect is always a question but one I'm willing to ignore long-term.
    Apr 18, 2015. 01:42 AM | 1 Like Like |Link to Comment
  • Can eBay Survive Without PayPal? [View article]
    No news on that at the moment. Just second half of 2015.
    Apr 16, 2015. 11:03 AM | Likes Like |Link to Comment
  • What Wall Street Doesn't Want You To Know: The Foolishness Of Chasing The Most Popular Themes [View article]
    Buffett says buy great businesses and hold them for the long term. If the easy money makes up most of the upside in these great businesses why would Buffett recommend holding big winners so long?

    Great companies either continue higher (maybe slower) or they get purchased by other great companies. Either way, Wall Street can still be beaten as they can never have the patience capacity of a individual investor.

    GILD is barely up since these new drugs hit the market last year. Stock should have gone from 70's to 140's just on those news and reports alone.

    This is a news discount waiting to be taken.
    Apr 16, 2015. 03:52 AM | Likes Like |Link to Comment
  • Southwest Airlines: One Airline We Don't Love [View article]
    better managed, financially disciplined, primarily domestic and thus not tied to international issues. All earnings are not created equal as the stock performance would suggest. Both should do fine going forward though.
    Apr 15, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Southwest Airlines: One Airline We Don't Love [View article]
    So after the 2 yr run in airlines we are back to looking at monthly capacity to seek future upside?

    Wasteful attempt and poor analysis of a sector that is just in recent years realizing some value based on EARNINGS.

    LUV trades higher than most airlines b/c it produces earnings better than most airlines.

    This is not rocket science.
    Apr 14, 2015. 11:47 PM | 6 Likes Like |Link to Comment
  • Harvoni Continues To Dominate Hep C Market, Market Continues To Undervalue Gilead [View article]
    great comment! I almost didn't get that one! :)
    Apr 14, 2015. 01:10 AM | 2 Likes Like |Link to Comment
  • Efficiency gains at Southwest Airlines set it apart [View news story]
    A bright future ahead. Will continue to be an industry leader through the best and worst cycles.
    Apr 10, 2015. 01:05 AM | 1 Like Like |Link to Comment
  • ConocoPhillips: Flexing Its Business Model And Reaffirming The Dividend [View article]
    Seems like a panic article trying to tell investors not to worry.

    Energy stocks were loved when oil was near $100.

    Now that oil came down nearly 50% investors have to convince themselves?
    Apr 10, 2015. 01:03 AM | 1 Like Like |Link to Comment
  • Netflix content: Renewed 'House of Cards,' rebooted 'Full House'? [View news story]
    Haha, people told me the end to season 3 was a bit typical.

    I enjoyed the season much more than season 2.

    Aside from the death of Zoey during ep 1 of season 2, it was lackluster with tusk and kevin spacey going back-and-forth throughout the rest of the season.

    I'm excited to see season 4! But, people are saying no more than 5 seasons will be made.
    Apr 2, 2015. 10:31 PM | Likes Like |Link to Comment
  • A Pre-Earnings Update On Gilead [View article]
    Next quarter
    Apr 1, 2015. 12:16 PM | 4 Likes Like |Link to Comment
  • Dollar Tree And Family Dollar: It's Best To Buy, Hold, Then Forget [View article]
    Solid decision. If I knew DLTR buyers would come in after this news I would have bought more at any price below $60.
    Mar 28, 2015. 04:07 PM | 2 Likes Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    Definitely see the pressing by websites to use FB, TWTR or GOOGL to login. I noticed this when I follow football news on nfl.com

    Unfortunately I do not use much social media and thus have no login for access. I agree with your idea on FB. Maybe they will spin off a FB.P as a MLP in the next 10-20 years! :)

    GOOGL is a safe bet on the internet going forward which is the right thesis to have in a time where internet companies are popping up faster than the we can follow them.

    As with AAPL, I think they will be fine going forward.

    Thanks derf!
    Mar 28, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Dollar Tree And Family Dollar: It's Best To Buy, Hold, Then Forget [View article]
    Do you know if DLTR plans to increase the shares outstanding by 20% to make room for FDO shareholders?
    Mar 28, 2015. 01:59 PM | Likes Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    The fact that you gave your CREDIT CARD info with all this intuition puts a lot of pressure on your credibility as an investor on SA.

    This seems to be an unfortunate circumstance for you. Do you have any evidence of 300 million active users? I'm not denying that FB inflates its numbers just the degree to which you say it is happening.

    I sold FB last yr for a 92% return b/c I saw froth as you did with the big purchases. I would have rather see them offer snapchat 3-5x what they offered than to see the whatsapp valuation.

    In the end, profits is what matters and FB does a great job at showing that to Wallstreet. Thus, they have the "do whatever I want" pass until Wallstreet is no longer satisfied with their future prospects.
    Mar 28, 2015. 01:38 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
521 Comments
258 Likes