Seeking Alpha


Send Message
View as an RSS Feed
View punk_ash's Comments BY TICKER:
Latest  |  Highest rated
  • IBM: Stanley Druckenmiller Vs. Warren Buffett, Who Is Right? [View article]
    It is sad that people like Stanley Druckenmiller can actually make a living, in fact billions. Steve Cohen anyone???

    If we go as per this hot shot, growth without any possibility of income is great, but a consistent cash flow with some growth is bad.

    Hotshot recommends Amazon, Amazon is a company that will never be able to make money, because the moment they try to make money, they will lose business whether it be retail, or tablets or that cloud business.

    Amazon can in fact make money if they do what IBM does, offer complete solutions like IBM, Accenture or HP does, but that is a very competitive field and new entrants will not fare too well.
    Nov 25, 2013. 02:37 PM | 2 Likes Like |Link to Comment
  • Why Buffett Is Cheering Druckenmiller's IBM Short [View article]
    I almost never own single stocks, too much risk for me. The only stock I own is IBM. I do that because I understand the business.

    IBM has a presence in most countries, Amazon is not even a known name outside of US. If a company wants to hire an outside consulting company to do their technology work for them, and the client company does business internationally, will they hire the book seller Amazon to do the work for them?

    IBM has the smarts to solve complex problems and if the solution cannot be had, clients can buy ready made solutions from IBM. Simple as that.

    IBM invented the computer industry, but it is not an innovation reliant company is a good thing for them since all these sexy innovative tech companies do not last more than 20-30 years.

    Motorola innovated for the longest period of time and now it is gone since it had to innovate to survive. Googles and Amazons will come and go, IBM is here to stay.

    Buffet got it right.
    Nov 25, 2013. 12:35 PM | 1 Like Like |Link to Comment
  • IBM's Enhanced Share Buyback Is Unfortunate, As Is Media Coverage Of It [View article]
    You do not get it. The way business is done in IT has changed and this is what bankrupts many companies or makes them obsolete. Motorola, Nokia and Blackberry are recent examples.

    Ibm Business is also changing and it has lost 4% revenue. I will say IBM has done a good job. I am no fan of leveraged buy back by the company, but the debt can be raised at next to nothing.

    My problem is not with the debt but with buying common stock with it. I say companies should issue as much debt as possible and hoard cash at these rates. But then again, IBM business is so steady, they do not need much cushion.
    Oct 30, 2013. 06:54 AM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    apple is a great company and will continue to be great, but even greatness has a price, and current price does not justify the value of the company. Once the company matures, and apple has matured, the traders dump the stock on suckers, all the way down, and go to the next sleek company. simple as that.
    Dec 17, 2012. 07:41 PM | Likes Like |Link to Comment
  • Why Microsoft Could Be The Perfect Stock For Income Investors [View article]

    I used to visit UK a lot for work, and you are right, it is hard to get stuff and even if you get the stuff, it is much more expensive, harder to repair, return etc and that insane VAT. Well I cannot help you with those issues, but I can let you in on a secret. I have been using Tablets before Apple even thought of them as early as 2005. Thinkpad makes great Tablets, they are as powerful as the best desktop, weigh just 4.1 lbs, and allow multi-touch touch screen. The only flip side of these Tablets is the extra 2.6 lbs and that 1 minute boot time. Surface and IPAD are all aspiring to be where Thinkpad have been 10 years back, although in a more elegant manner.
    Nov 22, 2012. 08:57 PM | 1 Like Like |Link to Comment
  • Why Microsoft Could Be The Perfect Stock For Income Investors [View article]
    PC will not and cannot die, but most people just do not need a PC, it is hard to maintain, hard to repair, too many things can go wrong, lengthy boot process, many times heavier than a Laptop etc. If these Tablet users can get a real good Keypad that they can keep at home and use their Tablets with these keyboards, Laptops will become a niche product.
    Nov 22, 2012. 03:52 PM | 1 Like Like |Link to Comment
  • Why Microsoft Could Be The Perfect Stock For Income Investors [View article]
    Technology stocks have a major problem, they rise to weird heights without factoring in the sudden fall in revenues and the edge. DCF method does not apply to technology companies, but they are valued using DCF by analysts, and there is no way to incorporate the probability of the company losing their edge. Microsoft has done lots of very good things, the OS, IDE for software development, SQL, office suite, entertainment (Xbox, Kinect), search, web browser, hotmail. The only thing that they have failed is in media players and tablets. This makes MSFT as one of the most successful technology company ever. But it is also true that they make most of their money in their OS, which is getting stiff competition from the ios, Android and Linux. For me, Tablet is not an alternative to a Thinkpad, but for most people it is, and all they need is a good keypad to attach to their Tablets and it is game over for MSFT, and I do think this will happen, and MSFT will multi year lows in the next year or 2.
    Nov 22, 2012. 03:46 PM | 1 Like Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    I am not worried about the electric bill, this year I paid 4.8% of the value of my house in property taxes and I do not live in a very high end town. I have already had the taste of Jimmy Carter's 2nd term.

    Then I see these articles on housing recovery, mark my words, housing will never ever recover, utilities are up, taxes are up, does not matter what mortgage rates are or what the sticker price is, the carry cost is exorbitant for most.
    Nov 8, 2012. 11:20 AM | 27 Likes Like |Link to Comment
  • Apple Vs. Microsoft: The Tide Is Turning [View article]
    The best product I have bought in my entire life is the IBM Thinkpad Tablet, it is heavier than the Tablets (4lbs), but has the power of a super computer of past years. MSFT OS is much more stable. But this product does not sell much and has been around long before Jobs came up with his Tablets and is cheap now ($500-$1000). I also own IPAD, Kindle Fire. It all comes down to marketing your product and targeting the consumers, and it seems Apple and Google has gotten it right when it comes to the mass market. MSFT is lost and has nothing exciting coming out, and enterprise is not as much of a money maker as a mass market consumer product is. Google, AAPL and Samsung are the only ones who have growing profits right now.
    Nov 1, 2012. 06:51 PM | Likes Like |Link to Comment
  • Convergence Or Confusion: Comparing Apple's And Microsoft's Approaches To Post-PC [View article]
    I do not see the demise of laptops, may be I am biased and I have no clue. Laptops are getting much much thinner and lighter, we can get a very good one with i5 and weighing under 4 lbs for just under 500 and it can do WIFI, 3G, 4G and has almost infinite memory. What can most people do with the Tablet, not much really except that it is light to carry around and does not require to boot and never crashes.

    I have been using Thinkpad Tablets for 7 years now and I own an IPAD and Kindle, but for any serious work, it is always the laptop. Having said that, MSFT is not a buy, there is too much pressure to reduce the OS license costs.
    Oct 30, 2012. 07:14 PM | Likes Like |Link to Comment
  • Convergence Or Confusion: Comparing Apple's And Microsoft's Approaches To Post-PC [View article]
    It could also be a very movers advantage.
    Oct 30, 2012. 06:40 PM | Likes Like |Link to Comment
  • Yahoo: Buy While Deeply Discounted [View article]
    The only reason Yahoo is still in business is because Google finance is not a very compelling site. yahoo is still living in 2000, Internet company = website. Google has mutated to a very vibrant firm doing new and exciting things. Yahoo will perish in a few years, meanwhile, enjoy the banter from the new CEO.
    Oct 30, 2012. 06:38 PM | Likes Like |Link to Comment
  • Dell: A Growth Story In Deep Value Territory [View article]
    Stock price is a game. Dell with 1/10th the revenues but with a sexy growth story was worth more than it is now, after it has achieved its growth and stabilized and I feel is headed in the right direction. Apple will be back to about $100 in say another 5 years to 10 years. After having achieved the growth, most high tech OEM wither away, as in Lucent, Nortel, Motorola, HPQ, NOK, and I can go on and on... Dell, CSCO, INTC, MSFT will also get to that slow demise. In the high tech, only the service providers have a long life span. I will not buy Dell.
    Oct 28, 2012. 08:23 PM | Likes Like |Link to Comment
  • Why Cisco Shares Could Become The Next Tech Value Trap [View article]
    Tech stocks are the biggest scam in the world. I am in high tech and I do not buy tech stocks and none of the people I know buy high tech stocks. Buy J&J and the likes and rest easy.
    Oct 25, 2012. 09:46 PM | 2 Likes Like |Link to Comment
  • Spain's Finance Minister: The New King Of Comedy [View article]
    I find interesting that German house prices did not go up at all. It seems as if the house prices were pumped by ECB's help so as to show a phony expansion in the less productive countries (well when compared to Germany).
    Oct 7, 2012. 09:38 PM | Likes Like |Link to Comment