PenName Dave's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/156970/comments http://seekingalpha.com/article/175797-when-and-why-aflac-should-be-a-buy?source=feed#comment-787562 787562
You should look into the Yen factor in regard to AFL. I think ~50% of revenue is in Yen.]]> Wed, 02 Dec 2009 21:27:52 -0500
You should look into the Yen factor in regard to AFL. I think ~50% of revenue is in Yen.]]> http://seekingalpha.com/article/175062-berkshire-hathaway-stock-portfolio-at-risk-of-resembling-an-index-fund?source=feed#comment-775487 775487
Whats the risk? Index funds outperform money managers 80% of the time.]]> Tue, 24 Nov 2009 13:28:51 -0500
Whats the risk? Index funds outperform money managers 80% of the time.]]> http://seekingalpha.com/article/174389-google-s-chrome-os-are-you-ready-to-give-up-desktop-apps?source=feed#comment-767987 767987 Thu, 19 Nov 2009 15:54:16 -0500 http://seekingalpha.com/article/174002-electronic-arts-will-lead-the-gaming-industry-when-the-time-comes?source=feed#comment-766333 766333
Re-occurring monthly revenue from WoW gives them a huge advantage over all other gaming companies that reply on lumpy revenues from software purchases]]> Wed, 18 Nov 2009 19:49:14 -0500
Re-occurring monthly revenue from WoW gives them a huge advantage over all other gaming companies that reply on lumpy revenues from software purchases]]> http://seekingalpha.com/article/157628-warren-buffett-and-the-imaginary-economy?source=feed#comment-640234 640234 Fri, 21 Aug 2009 15:29:42 -0400 http://seekingalpha.com/article/154979-crocs-rocky-future-barron-s?source=feed#comment-622138 622138
The CEO said they'd make a profit in 2010... for what thats worth.]]> Sun, 09 Aug 2009 13:49:59 -0400
The CEO said they'd make a profit in 2010... for what thats worth.]]> http://seekingalpha.com/article/154319-betrayed-by-buffett-no-need-to-be-shocked-the-game-is-indeed-rigged?source=feed#comment-618478 618478 Thu, 06 Aug 2009 15:06:54 -0400 http://seekingalpha.com/article/154303-warren-buffett-the-rust-on-the-icon?source=feed#comment-618447 618447
It was never that bad for BRK, and perhaps now with these huge markups its now as "good" as it will seem.

But ... get some clicks.... good headline... except its the 4th one in 2 days. Your point is simply mis-guided and your thesis is bent.

>More stunning is the pernicious manner in which Buffett has >talked out both sides of his mouth when it comes to government >bailouts and handouts.

pernicious
pernicious... means destructive....

Buffets longterm persistent confidence in the US and its economy was, and is, a HUGE factor in the "recovery".

When Buffet did these 'pernicious' actions... you could have followed and bought GS at $64.... BRK at 72k....

You didn't... because you didn't have faith. Buffet does!]]> Thu, 06 Aug 2009 14:41:49 -0400
It was never that bad for BRK, and perhaps now with these huge markups its now as "good" as it will seem.

But ... get some clicks.... good headline... except its the 4th one in 2 days. Your point is simply mis-guided and your thesis is bent.

>More stunning is the pernicious manner in which Buffett has >talked out both sides of his mouth when it comes to government >bailouts and handouts.

pernicious
pernicious... means destructive....

Buffets longterm persistent confidence in the US and its economy was, and is, a HUGE factor in the "recovery".

When Buffet did these 'pernicious' actions... you could have followed and bought GS at $64.... BRK at 72k....

You didn't... because you didn't have faith. Buffet does!]]> http://seekingalpha.com/article/154016-buffett-s-betrayal?source=feed#comment-617386 617386
When you think about integrity among people in the public eye, we obviously see alot of scandal.

Would you not agree it is unthinkable that....
1. Buffet be caught in a sex scandal
2. Buffet be indicted for some financial crime or theft
3. Buffet wage a public feud where he 'ad hominen' attacks another public person
4. A BRK employee leaves in anger, and writes a scathing book blasting buffet.

We all know these would never happen to him. He MUST be a highly ethical and respected person among all he meets! If he were not... one of those 4 would be plausible. None of them are!

Read his essays, read his books, listen to what he says.

He stands by all he does, and has proven to be simply a l e g e n d.

When the history of the 20th Century is written, Buffet will represent it in a good way. How many other people will?]]> Wed, 05 Aug 2009 23:42:03 -0400
When you think about integrity among people in the public eye, we obviously see alot of scandal.

Would you not agree it is unthinkable that....
1. Buffet be caught in a sex scandal
2. Buffet be indicted for some financial crime or theft
3. Buffet wage a public feud where he 'ad hominen' attacks another public person
4. A BRK employee leaves in anger, and writes a scathing book blasting buffet.

We all know these would never happen to him. He MUST be a highly ethical and respected person among all he meets! If he were not... one of those 4 would be plausible. None of them are!

Read his essays, read his books, listen to what he says.

He stands by all he does, and has proven to be simply a l e g e n d.

When the history of the 20th Century is written, Buffet will represent it in a good way. How many other people will?]]> http://seekingalpha.com/article/154016-buffett-s-betrayal?source=feed#comment-617334 617334
If you don't like and admire Warren Buffet, who would you put ahead of him in terms of integrity, principles and humility?

I don't think any other business leader comes close.]]> Wed, 05 Aug 2009 22:11:19 -0400
If you don't like and admire Warren Buffet, who would you put ahead of him in terms of integrity, principles and humility?

I don't think any other business leader comes close.]]> http://seekingalpha.com/article/152607-ballmer-nobody-gets-the-microsoft-yahoo-deal?source=feed#comment-608964 608964
Even after the stock drop of the past few days, YHOO is a 20B market cap company. Still a very high number for a company thats not a leader in any of its "spaces".]]> Thu, 30 Jul 2009 18:26:03 -0400
Even after the stock drop of the past few days, YHOO is a 20B market cap company. Still a very high number for a company thats not a leader in any of its "spaces".]]> http://seekingalpha.com/article/144884-warren-buffett-getting-no-respect?source=feed#comment-559454 559454 Tue, 23 Jun 2009 16:04:02 -0400 http://seekingalpha.com/article/142403-bada-bing-microsoft-s-new-search-engine-has-potential-to-lead-to-advertiser-cha-ching?source=feed#comment-540969 540969 Wed, 10 Jun 2009 15:06:10 -0400 http://seekingalpha.com/article/125916-why-i-m-shorting-google?source=feed#comment-424653 424653 Fri, 13 Mar 2009 12:42:06 -0400 http://seekingalpha.com/article/125539-berkshire-s-huge-exposure-nonsense?source=feed#comment-423435 423435
It amazing how quick people are to tear down and disregard people who have such a strong track record.

I recall a story about Bill Walsh, the former 49ers coach who drafted and traded for Joe Montana and Steve Young. After he retired from the NFL and was still living in the bay area he had an opportunity to get to know Jeff Garcia and see him play at San Jose state. Walsh called several teams on behalf of Jeff Garcia as the draft was approaching and told them that he though Garcia would make a good NFL quarterback and was certainly worth a draft choice.

No team drafted him.... or invited him to their camp. Jeff Garcia played several years in the CFL before he got a shot in the NFL.

No one could have done more to establish credibility in the area of NFL quarterbacking than Bill Walsh... and still no one listened.

No one could have done more to establish credibility in the area of investing than Buffet... and I see commentary about him like he's been discredited and shamed.

No one is right all the time, but some people do better than others :D






]]> Thu, 12 Mar 2009 14:02:30 -0400
It amazing how quick people are to tear down and disregard people who have such a strong track record.

I recall a story about Bill Walsh, the former 49ers coach who drafted and traded for Joe Montana and Steve Young. After he retired from the NFL and was still living in the bay area he had an opportunity to get to know Jeff Garcia and see him play at San Jose state. Walsh called several teams on behalf of Jeff Garcia as the draft was approaching and told them that he though Garcia would make a good NFL quarterback and was certainly worth a draft choice.

No team drafted him.... or invited him to their camp. Jeff Garcia played several years in the CFL before he got a shot in the NFL.

No one could have done more to establish credibility in the area of NFL quarterbacking than Bill Walsh... and still no one listened.

No one could have done more to establish credibility in the area of investing than Buffet... and I see commentary about him like he's been discredited and shamed.

No one is right all the time, but some people do better than others :D






]]> http://seekingalpha.com/article/125472-is-berkshire-a-long-run-buy?source=feed#comment-422664 422664
"There surely must be a premium in the shares simply because of Buffett’s reputation."

Book value is 70,000 per share... price on Monday was 72,000 per share... no Buffet premium there]]> Thu, 12 Mar 2009 01:59:57 -0400
"There surely must be a premium in the shares simply because of Buffett’s reputation."

Book value is 70,000 per share... price on Monday was 72,000 per share... no Buffet premium there]]> http://seekingalpha.com/article/123304-berkshire-hathaway-worst-year-ever-and-cds-too?source=feed#comment-407495 407495
He sells the PUT for $100 now, and if the market goes to 0, he'll have to pay $400 in 2030. Seems like a huge loss for him, but if you factor in the fact that he gets to hold the $100 for 20 years.. you'll see in the worst case he's just borrowed 100 and will have to pay 400 in 20 years. As bad as that sounds, its just 10% interest... and thats if the markets goto 0.]]> Sun, 01 Mar 2009 03:34:51 -0500
He sells the PUT for $100 now, and if the market goes to 0, he'll have to pay $400 in 2030. Seems like a huge loss for him, but if you factor in the fact that he gets to hold the $100 for 20 years.. you'll see in the worst case he's just borrowed 100 and will have to pay 400 in 20 years. As bad as that sounds, its just 10% interest... and thats if the markets goto 0.]]> http://seekingalpha.com/article/123304-berkshire-hathaway-worst-year-ever-and-cds-too?source=feed#comment-407492 407492 Sun, 01 Mar 2009 03:31:25 -0500 http://seekingalpha.com/article/105716-thursday-outlook-new-lows?source=feed#comment-304765 304765
the USD chart is really sad.. amazing to think that it was at 120 in 2001....

]]> Thu, 13 Nov 2008 01:28:59 -0500
the USD chart is really sad.. amazing to think that it was at 120 in 2001....

]]> http://seekingalpha.com/news/market_currents/post/10644?source=feed#comment-298943 298943 Wed, 05 Nov 2008 17:01:01 -0500 http://seekingalpha.com/article/102039-salesforce-com-worth-half-its-current-price?source=feed#comment-292153 292153 "The company has negative working capital given that it receives ahead of providing the service (on quarterly or annual basis), as result of their growth this increased their operating cashflow."

I guess i don't full understand what you mean there. Receieve's what? cash?

I'm assuming you mean cash... and I'm sorry to "stream of concoiusness" on you... but i think i see your point with that.... they are getting cash up front from their customers (quarterly or annually) before they provide the service.

I don't understand though.. why is their cash flow 7x their earnings consistently? I would guess that if your thesis is correct, you would start to see a significant slowing in cash flow, in advance of a decrease in earnings.





















]]> Tue, 28 Oct 2008 00:52:28 -0400 "The company has negative working capital given that it receives ahead of providing the service (on quarterly or annual basis), as result of their growth this increased their operating cashflow."

I guess i don't full understand what you mean there. Receieve's what? cash?

I'm assuming you mean cash... and I'm sorry to "stream of concoiusness" on you... but i think i see your point with that.... they are getting cash up front from their customers (quarterly or annually) before they provide the service.

I don't understand though.. why is their cash flow 7x their earnings consistently? I would guess that if your thesis is correct, you would start to see a significant slowing in cash flow, in advance of a decrease in earnings.





















]]> http://seekingalpha.com/article/102039-salesforce-com-worth-half-its-current-price?source=feed#comment-291432 291432 Mon, 27 Oct 2008 10:16:42 -0400 http://seekingalpha.com/article/100720-here-i-go-criticizing-warren-buffett?source=feed#comment-286361 286361
You make points, but leave it up to our imaginations to find the violation in them.

Certainly ...as you state.... everyone knows Buffet is an investor,,,therefore people in congress and viewers of cnbc should know that he has financial interests.]]> Mon, 20 Oct 2008 11:50:40 -0400
You make points, but leave it up to our imaginations to find the violation in them.

Certainly ...as you state.... everyone knows Buffet is an investor,,,therefore people in congress and viewers of cnbc should know that he has financial interests.]]> http://seekingalpha.com/article/78164-netflix-s-roku-is-doomed-to-fail?source=feed#comment-170886 170886 seekingalpha.com/artic...]]> Wed, 21 May 2008 03:57:17 -0400 seekingalpha.com/artic...]]> http://seekingalpha.com/article/78164-netflix-s-roku-is-doomed-to-fail?source=feed#comment-170885 170885
Good call on Google btw... better come up with another pseudonym "Thomas Hawk"]]> Wed, 21 May 2008 03:56:19 -0400
Good call on Google btw... better come up with another pseudonym "Thomas Hawk"]]> http://seekingalpha.com/article/71016-activision-growth-already-built-into-stock?source=feed#comment-147849 147849 Wed, 09 Apr 2008 15:56:08 -0400 http://seekingalpha.com/article/66175-google-s-stock-price-still-scares-me?source=feed#comment-119559 119559
SA should do better]]> Wed, 27 Feb 2008 00:17:51 -0500
SA should do better]]> http://seekingalpha.com/article/66175-google-s-stock-price-still-scares-me?source=feed#comment-119557 119557
the authors... for crying out loud....]]> Wed, 27 Feb 2008 00:15:51 -0500
the authors... for crying out loud....]]> http://seekingalpha.com/article/66175-google-s-stock-price-still-scares-me?source=feed#comment-119489 119489
I'll say 1 thing... ?able!]]> Tue, 26 Feb 2008 20:57:01 -0500
I'll say 1 thing... ?able!]]>