Seeking Alpha

thenoffya

thenoffya
Send Message
View as an RSS Feed
View thenoffya's Comments BY TICKER:
Latest  |  Highest rated
  • Where the wealthy are investing now [View news story]
    Which one is the rocket, and which one is the ocean liner?

    AAPL has larger market cap, and BRK has outperformed in last two years.
    Dec 17, 2014. 01:54 AM | Likes Like |Link to Comment
  • Berkshire Hathaway wins Singapore insurance license [View news story]
    Oh goody, a new corner of the globe for BRK to play in!
    Dec 8, 2014. 10:14 AM | Likes Like |Link to Comment
  • Wireless-charging trinity of GM, Starbucks, and Berkshire aims high [View news story]
    I own BRK as well. Notice I didn't say all; nobody bats 1.000. As far as IBM and GM, I know nothing, they do not interest me. The newspapers, however, I agree with Buffett. He's not buying the big papers, which I think are getting destroyed or have been destroyed by the internet. He's buying small local papers. I'm from a small town, the paper there IS the lifeblood of the community, and I don't think that will go away anytime soon, or be replaced by a web service.
    Nov 22, 2014. 03:12 PM | 4 Likes Like |Link to Comment
  • Wireless-charging trinity of GM, Starbucks, and Berkshire aims high [View news story]
    Berkshire: We will pick up this Duracell business.
    Analysts, within five days of announcement: That's a dying business, Buffett has clearly lost his touch and needs to quit now.
    Analysts, after five days since announcement: Hey everybody, look at this company at the forefront of this new moneymaking business I found. It's called Berkshire Hathaway, and I think it's leader is incredibly prescient.
    Replace Duracell with the name of most of his investments in the past couple decades, and you have a pattern that is pretty clear.
    Nov 22, 2014. 12:32 PM | 6 Likes Like |Link to Comment
  • USB planning to boost work force [View news story]
    Is it safe to assume Dennis is supposed to be Davis?
    Nov 21, 2014. 12:46 PM | Likes Like |Link to Comment
  • Berkshire Hathaway lands Duracell brand [View news story]
    "Seriously, this deal makes barely a dent in BH's $62 billion cash hoard. "

    No offense, but DUH. If you read the note above, or the press release, it clearly states that BRK is not using cash at all to fund this "purchase", just Procter and Gamble shares it already held. Thus, the "dent" in the BRK's cash hoard, due to the recapitalization of Duracell, is actually a $1.7Billion increase.
    Nov 13, 2014. 11:45 AM | 2 Likes Like |Link to Comment
  • Intel Still Resilient Despite 'Peer Pressure' [View article]
    Easy RSA....

    http://seekingalpha.co...

    Date of article: June 13, 2013.
    Micron share price on above date: between $12.47 and $12.92.

    The second to last paragraph in the article says "The question is, "what will the market pay for a share of Micron that earns $5?" A P/E of 10 would take it to $50 or more."

    To be fair, he wasn't right about the $50 (yet?), but it did get to $32. Glad I didn't ignore Russ that time. :-)
    Oct 30, 2014. 02:32 PM | 2 Likes Like |Link to Comment
  • Microsoft's server products, cloud revenue grow strongly in FQ1 [View news story]
    HA! MSFT! Good show, old boy!

    Wonder what Rocco Pendola thinks of this.

    http://seekingalpha.co...
    Oct 23, 2014. 05:32 PM | 2 Likes Like |Link to Comment
  • Samsung tries to calm fears of memory price wars [View news story]
    Goldman has your $6.00.
    Oct 14, 2014. 01:36 PM | 3 Likes Like |Link to Comment
  • Berkshire Hathaway eyes international use of its brand [View news story]
    I don't know if I like this. One thing I always liked about BRK is that it didn't change the brands it owned. I know these specific brands are a little different than, say, Dairy Queen or Fruit of the Loom, but I worry (maybe too much) about popular distrust of huge companies. BRK's subsidiaries don't "seem" to be huge companies; I guess that Warren would like to change this aspect of the company.
    Oct 13, 2014. 09:51 AM | Likes Like |Link to Comment
  • Is Microsoft Becoming Inefficient And Unprofitable? [View article]
    You didn't even mention the cash on hand at MSFT. Yahoo! puts that number at $85B. This might be an area where efficiency could rise, or another area you could point to MSFT as being undervalued.
    Oct 9, 2014. 01:48 PM | 2 Likes Like |Link to Comment
  • Microsoft unveils Windows 10, tries to woo enterprises [View news story]
    Fantastic comment!
    Sep 30, 2014. 01:56 PM | Likes Like |Link to Comment
  • Prospect Capital: Moving Towards Bigger Investments [View article]
    Honestly, Mr. first comment, I appreciate bruce's point about bigger bets being bigger risks. It is something I have worried about for a while. I would much prefer to hold a BDC that is investing in many small companies than a couple bigger ones. As bruce pointed out, if the company could get better terms on a loan then they probably would have (although we don't know the terms yet, I'm sure it's a rate I wouldn't want to pay, ever).

    You should be nicer online. People with different opinions are the ones you make your money off of, so why trash him? Let bruce continue to be on the opposite side of the trade as you so you can keep pillaging his bank account.
    Sep 29, 2014. 03:48 PM | 9 Likes Like |Link to Comment
  • Intel, TSMC, Samsung, Apple: Who's On First? [View article]
    I hope you post similar comments on nearly every article that was written that day, as I'm sure many of them made predictions that ended up not being true.
    Sep 23, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • The Bull Trap That Is Philip Morris International [View article]
    So I want to be clear about this, Ketan: you claim that the rate of smoking is going to decrease by 2% per year, and that there will be ZERO cigarette smokers in the US in just 8-9 short years. Would you be willing to make a side bet with me on those numbers? I would love to be able to put up some money to bet that smoking cigarettes will not decline to a 0% rate in that timeframe. In fact, I'd be willing to ease up on the conditions a bit: I would be willing to bet that by the beginning of 2025, the nationwide smoking rate will still be above 8%. Want to bet me, Ketan? Just say yes.

    http://longbets.org
    Sep 20, 2014. 07:49 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
147 Comments
229 Likes