Seeking Alpha

lucky lenny

lucky lenny
Send Message
View as an RSS Feed
View lucky lenny's Comments BY TICKER:
Latest  |  Highest rated
  • Alcoa Outlook After Q1 Earnings: Aluminum Weakness Still Overshadows Downstream Success [View article]
    Alcoa is really in it for the long haul... by becoming one of... if not the low cost producer of aluminum... via mining and smeltering operations... and by focusing on the value-added side... aerospace, autos, cans... segments such as Global Rolled Products & Engineered Products and Solutions seem to be doing well.... at the current time there’s just too much capacity... as the high cost producers start closing down mining operations... prices of aluminum and Alcoa’s stock should do really well
    Apr 9, 2013. 05:02 AM | Likes Like |Link to Comment
  • BBRY Has A Couple More Aces In The Hole [View article]
    Any chance BBRY could start generating some meaningful revenue from their QNX software platform. . . which is already used in automobiles, nuclear plants, military drones and other fail-safe applications. . . seems they’re just giving away the software as if it were freeware... which it’s not.
    Mar 31, 2013. 08:51 AM | 7 Likes Like |Link to Comment
  • Are Bitcoins Killing Gold's Price? [View article]
    how is the supply of bitcoins limited? can someone just generate trillioins of them w/ a few key clicks? vs. gold which is relatively limited?
    Mar 31, 2013. 08:17 AM | 2 Likes Like |Link to Comment
  • Demographics: 401k, Mega Banks' New Gold [View article]
    Agreed with everything.... however... if you look at people who make it to adulthood, you’ll see we are not living much longer than we used to... http://huff.to/Z8LotR
    Mar 18, 2013. 05:16 AM | 2 Likes Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    good analogy... the problem is the ECB can also print... ECB just making cyrpus' savers to take a bit of a haircut
    Mar 17, 2013. 08:51 AM | 3 Likes Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    i don't see the connection... why would over-printingt of fiat Euros to prop up cyprus impact on Walmart? my prediction is no impact on u.s. or world markets.
    Mar 17, 2013. 07:33 AM | Likes Like |Link to Comment
  • Why I'm Still Buying Dell At $14.30 [View article]
    I don’t see DELL being taken out for anything less than $20/sh. Dell’s PC business may not be making much... but overall... Dell is becoming a mini-IBM... i think of DELL as an enterprise solutions company. Dell’s “normalized” earnings are around $1.70/sh... lower than previous years... still good enough for ongoing share buyback & nice dividend... how can the stock only go for a p/e in the single digits... prev 10k shows Dell “. . . repurchased approximately 178 million shares of common stock for $2.7 billion during Fiscal 2012 . . .” That’s about 10% of the shs o/s. So why not just keep up the repurchases? Why the rush to sell? In the meantime, Dell pays a very sustainable .32/sh dividend... or about 2.6% of share price... not a bad yield. If they want my shares north of $20 or $25... then fine... I can see an HP, Microsoft, Samsung, IBM or another cash-rich tech firm stepping in & acquiring for the economies of scale that would result. The acquisiton would be instantly accretive to acquirer’s earnings.
    Mar 12, 2013. 04:01 AM | 1 Like Like |Link to Comment
  • Michael Dell's Buyout Is A No-Brainer For Him, But What About Passive Shareholders? [View article]
    how do u come up w/ $16.50? how can dell be taken for single-digit p/e? this market is nuts.
    Feb 20, 2013. 06:28 AM | 1 Like Like |Link to Comment
  • Evaluating David Einhorn's Proposal To Apple [View article]
    Apple is sort of doing what everyone is advocating... e.g., on 19 Mar ’12, AAPL announced $10 bill of share repurchases; that’s in addition to $10.60/sh dividend. Expect both to go up as long as profits stay around $50/sh. I think Apple’s big problem is that they make nearly all profit on hardware. Apple needs to learn how to make some more on the software for long term profits.
    Feb 9, 2013. 08:32 AM | Likes Like |Link to Comment
  • Freeport-McMoRan Is Betting Its Future On The Long-Term Bull Market In Commodities Continuing [View article]
    who knows... i have to believe FCX's BoD believes the deal is accretive to earnings... or why else would they have made the acquisitions... these Boards have to have professional advisors evaluating and recommending the deals... or they w/b sued crazy... so i really think the dip in share price is overdone & a buying opp. . . for all we know the newer acquisitions may actually be more profitable to FCX in the years to come... good luck.
    Jan 23, 2013. 05:44 AM | 1 Like Like |Link to Comment
  • Do Not Short Research In Motion [View article]
    Few reasons why RIMM’s death spiral may be a bit premature... anything I get at work has to be a Blackberry. My Info Security folks laughed at me for asking about an iphone or Android product. Apple's OS is broke; made for leisure. Same for Android. RIMM has a stranglehold on the business user due to having the most secure platform for telecom. It appears the business world will settle on the BlackBerry Mobile Fusion platform; which helps secure both BB & the user’s apple/android devices. BB users should have all the functionality they have now... as the apps on Google Play have already been converted over to the BlackBerry World for download. And finally... the QNX software platform, already used in automobiles, nuclear plants, military drones and other fail-safe applications, is the foundation of the BB10 operating system.
    Jan 20, 2013. 07:57 AM | 5 Likes Like |Link to Comment
  • Dell Buyout: Why The Deal Is Likely To Get Done [View article]
    I don’t see DELL being taken out for anything less than $20/sh. Dell’s PC business may not be making much... but overall... Dell is becoming a mini-IBM... think of DELL as an enterprise solutions company. Dell’s “normalized” earnings are around $1.70/sh... lower than previous years... still good... how can the stock only go for a p/e in the single digits... prev 10k shows Dell “. . . repurchased approximately 178 million shares of common stock for $2.7 billion during Fiscal 2012 . . .” That’s about 10% of the shs o/s. So why not just keep up the repurchases? Why the rush to sell? In the meantime, Dell pays a very sustainable .32/sh dividend... or about 2.6% of share price... not a bad yield. If they want my shares north of $20... then fine... I can see an HP, IBM or another tech firm stepping in & acquiring for the economies of scale that would result.
    Jan 16, 2013. 05:24 AM | Likes Like |Link to Comment
  • Outlook 2013: Americans Are Going Broke [View article]
    the problem w/ the above is you're not factoring in fed'l gov't payments to individuals... which has grown from almost nothitng to about $1.5 trillion since the 1930s.
    Dec 31, 2012. 06:43 AM | 5 Likes Like |Link to Comment
  • Santa Arrives Early: 'QE Ridiculous' Puts A Floor Under Stocks [View article]
    what cliff.... gov't spends $3.5 trill/yr & they're cutting a few $billl.... more like a rounding error
    Dec 27, 2012. 05:56 AM | 2 Likes Like |Link to Comment
  • Freeport McMoRan: Questionable Acquisition's Risks Outweigh Reward Potential [View article]
    Chux, agreed... as fast as some are selling... others are adding to their positions... there's no clear reason why these acquisitioins won't be accretive to FCX's eps going fwd.
    Dec 13, 2012. 05:54 AM | Likes Like |Link to Comment
COMMENTS STATS
400 Comments
1,023 Likes