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  • Why I Will Start Social Security At Age 62 [View article]
    A promised update to the group:

    I have completed the courses I need to sit for the state real estate exam.

    In the interim period between now and exam time I have been expanding my network with several trusted individuals who are extremely excited and supportive of this new path.

    One dear friend asked me to hire her as an assistant once I get established.

    I will.

    My mentor is also fully supportive, and has assured me that the full resources of the organization will be available for my use once I'm 'inked and in.'

    Of course, there are a few people who think they support me, but have no idea about how much work will be required to lay a proper foundation for success.

    To them I say, "If you aren't prepared for the sacrifices involved, you had better either change or go."

    And oddly enough, I have identified several potential clients, properties, and groups who will benefit from our association.

    This is like being offered a new lease on a much more satisfying life.

    I can't wait!

    To be continued...

    Dec 27, 2014. 06:04 PM | 1 Like Like |Link to Comment
  • Debunking Yet More Misleading Articles [View article]
    Dec 27, 2014. 05:42 PM | 1 Like Like |Link to Comment
  • Debunking Yet More Misleading Articles [View article]
    Gary J, you may ignore this.

    You raise an excellent point.

    Also, it begs the question of why there are so many AMZN defenders who read the same financial statements available to everyone, yet come up with convoluted formulas to 'prove' that the company actually does produce cash flow.

    I think everyone agrees that AMZN is a powerful revenue generator.

    What's less evident is why running a company with minimal profits and cash flow is preferable to posting profits.

    Full Disclosure: I use AMZN to purchase books and CDs (80% of my purchases over the past 2 years), and also use the CreateSpace service as a medium for self-publishing. (2nd book will be available in early January 2015. Barrier to entry--virtually nil. Royalties--negligible. Revenue to AMZN--nonexistent. In other words, one of those money-eating product lines that Mr. Paulo highlights.)
    Dec 27, 2014. 05:04 PM | 6 Likes Like |Link to Comment
  • Debunking Yet More Misleading Articles [View article]
    You keep saying that, but haven't revealed your holdings.

    Until I see evidence, I'll consider your comments irrelevant.

    And oh by the way, the chart says the stock is down more than 20% this year.

    Cracks in the foundation....?
    Dec 27, 2014. 04:33 PM | 10 Likes Like |Link to Comment
  • Debunking Yet More Misleading Articles [View article]
    Thank you Paulo, for pulling the curtain away from the worshipers of the Wizard of Oz (Jeff Bezos).
    Dec 27, 2014. 04:22 PM | 10 Likes Like |Link to Comment
  • The return of the inflated appraisal [View news story]
    It's buried in the Dodd-Frank Act.

    All 2000 odd pages of it.
    Dec 2, 2014. 11:39 PM | 1 Like Like |Link to Comment
  • Bezos has Amazon succession plan in place [View news story]
    I would like to know what your position in AMZN is.
    Dec 2, 2014. 10:22 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Micheal, just a quick note to say that this may be one of the best written, best researched, most detailed articles on SA right now.

    I realize I'm a lone voice in the vast investment wilderness. However, you have gained a new follower, and thank you for your diligence and vast knowledge of this product, which sounds as compelling a technological breakthrough as any named in the past decade.
    Nov 27, 2014. 02:44 PM | 3 Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    Touch screens were science fiction 20 years ago.

    This sounds like something as groundbreaking as cell phones.
    Nov 27, 2014. 02:41 PM | 4 Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    It may be that there is a disconnect between the term 'revenues' and the term 'profits'.

    One must recognize that they are different before making blanket statements about 'Amazon not going broke Dude.'

    Nov 23, 2014. 05:06 PM | 3 Likes Like |Link to Comment
  • The Beauty Of Shorting [View article]
    Thanks for the article.

    I'm in the market for refinancing my current auto loan (virtually no lender refinances its own--why voluntarily cut your yield?), and Googled 'auto loan refinance'.

    The second link which appeared was, marked as an ad, with the following tag line: Reduce Your Monthly Car Payments By Refinancing With LendingTreeĀ®

    After reading your article, I'll pass. These items have occurred to me as a result of your analysis:
    Lending Tree has no lenders, but merely shops my data for lenders to buy; is paying a premium to GOOG to show up high in search results;
    Because the link is an ad, it is getting charged major dollars for that as well.

    (For the record, State Farm's ad was first.)

    I will most likely have a local credit union handle it.
    Nov 23, 2014. 04:43 PM | Likes Like |Link to Comment
  • Disney's Studio Business Under The Microscope [View article]
    Appreciate the kind words.

    In addition, you made a great point about the symbiotic relationship between the Studio and Consumer divisions. As DIS ramps up its movie releases (and notwithstanding its flops in 2013, the current slate seems solid), the spillover effect for Consumer speaks to the company's best in class cross merchandising strategies.

    Those with long memories may recall when DIS released 'Davy Crockett' on TV back in the mid 1950s with Fess Parker and Buddy Ebsen. The company successfully cross marketed the series with coonskin caps, bubblegum cards, lunch pails (I had one), and dozens of other products. I tend to think that the success of that marketing campaign laid the foundation for the marketing juggernaut which exemplifies DIS today in its Consumer business.
    Nov 23, 2014. 03:43 PM | Likes Like |Link to Comment
  • Disney's Studio Business Under The Microscope [View article]
    I would agree, and tends to support the massive rise in projected revenue/operating earnings for 2015 and beyond.

    Valuation on a forward look may be low by 15-20%, but happy shareholders will benefit hugely.

    Appreciate these articles--it's much simpler than attempting the same thing with AMZN.
    Nov 22, 2014. 01:52 PM | Likes Like |Link to Comment
  • BestBuy Q3 2014 Review: It Remains A Best Buy Idea [View article]
    I'm still holding some BBY stock with a cost basis well north of its current price.

    And I got a discount on it through the company's ESPP!

    I will need to wait a while before I'm not under water.

    Or just take the loss and offset some other income.
    Nov 22, 2014. 01:46 PM | Likes Like |Link to Comment
  • Why Amazon At $300 Is Like Apple At $400 [View article]
    sounds like Gary J has made quite a pile of dough with AMZN.

    Nov 17, 2014. 12:42 AM | Likes Like |Link to Comment