Patrick M

12 Comments

    • Circuit City's Q4: Surprise of the Morning [view article]
      More on the warranty issue: here's what CC said on their last conf call about warranties:

      seekingalpha.com/artic...
       Apr 09 11:37 AM
    • Circuit City's Q4: Surprise of the Morning [view article]
      Fascinating. Doesn't this show that these retails just make a ton of money from warranties and service? Revenues were horrible, sales were horrible, but warranty sales were strong so CC beat numbers... Apr 09 11:35 AM
    • When the Economy Hands You Lemons, Consider Dividend ETFs [view article]
      Another reason not to buy dividend ETFs is that the expense ratio comes straight out of the dividends you receive, and dividend ETFs tend to have higher expense ratios than simpler index ETFs.


      On Apr 08 01:44 AM goatfarmer wrote:

      > On the subject of dividend ETFs, it may be worth noting that an ETF
      > will often pay less dividends than would a holding of the top 10
      > stocks in the ETF. The value of the ETF is in diversification. But
      > one wonders whether the additional marginal diversification in holding
      > the ETF over, say, the top ten holdings, is worth the diminution
      > of dividends.       Apr 09 08:12 AM
    • General Discussion on ACWI
      Are the world equity markets a buy or sell? I don't even know how to go about answering that question.


      On Apr 06 05:24 AM SeekingAlphaEditors wrote:

      > Is this a buy or a sell?       Apr 09 07:53 AM
    • Is Visa Really Priceless? [view article]
      "When 97% of brokers/analysts/inves... joes is being bullish, chances are the stock will do well. I saw a lot of these same types of sentiments with the GOOG IPO, and obviously, all the Bears at that time had to eat their words."

      You have to be kidding, right? When everyone is bullish, that's bearish for the stock. And that's exactly why GOOG did well -- the IPO was a disaster.

      On Apr 08 04:56 PM take my $$$ wrote:

      > Frankmeister, you had me LOL in the office... that was hilarious!

      >
      >
      > Anyways, I've been reading a lot of comments on here about V, and
      > quite frankly I have to agree on being bullish on this stock. When
      > 97% of brokers/analysts/inves... joes is being bullish, chances are
      > the stock will do well. I saw a lot of these same types of sentiments
      > with the GOOG IPO, and obviously, all the Bears at that time had
      > to eat their words. I just think its a good sign when V is getting
      > so much support from the general public.
      >
      > I believe it is a great company, great brand with a "near" bullet-proof
      > business model. The Wall Street types love that kind of stuff.
      > I can see where the Bears are coming from on V, but in all likelihood,
      > the stock won't crash and burn to under $50. Investors just won't
      > let that happen. With that said, $100-$200 is being VERY optimistic
      > as well. Only time will tell... V reports 2Q08 earning on 4/28/08,
      > that will definitely show which way the stock will trade. Until
      > then, THIS IS ALL SPECULATION!!! (But the banter is fun to read)
      >
      >
      > Just my $0.02, NOW GO SWIPE YOUR VISAS!!!       Apr 08 05:03 PM
    • Jim Cramer's 10 Predictions for 2008 [view article]
      Pure Truthiness, that's the best comment I've seen here for a long time.


      On Apr 08 04:27 PM PureTruthiness wrote:

      > I have studied Jim Cramer's main recommendations for one year. Conclusion:
      > He is absolutely the best contrarian indicator I have come across
      > in over 25 years of investing. Bet against every one of his predictions
      > and history says you will hit big on 7 out of the 10 and get rich.
      > Have you all forgotten his 2007 Stock of the Year -- NYX? How about
      > his statement on Jan 10 that the bear market was over and it would
      > be straight up from there. The market tanked from there and hit
      > its previous lows again on Jan 22. Who can forget his terrific contrary
      > success when, with Google at 720 he said, "It has momentum and is
      > going to 1000." The Cramer crazies sent it up to 750 the next day,
      > where I shorted it. In the next few weeks Google took the shaft
      > with no elevator straight down to 400 without passing "Go." Finally
      > there is the greatest contrarian call of all time, the Jan 24 prediction
      > that Beaeeer Stearns would be taken over at a premium to its then
      > price at 84. I shorted again. Bear went straight down to $4 in
      > just 9 weeks and got a $2 takeover. I l-o-o-o-ve Jim Cramer. Finally,
      > as proof of his uncanny ability, with Bear at $4, Cramer said "Sell."
      > Bear was at $14 one week later and now stands at almost $11. You
      > can't make this stuff up. The man is incredible! I don't know how
      > he does it.
      >
      > MY PREDICTION FOR 2008: Cramer retires and gives a goodbye speech
      > from the deck of a Navy warship in which he proclaims, "You won't
      > have Cramer to kick around anymore." In what will be later hailed
      > as a brilliant move, CNBC replaces Cramer by hiring that guy from
      > the infomercials with question marks all over his suit to give financial
      > advice in Cramer's time slot. Cramer followers never realize anything
      > has changed.
      > Neilson does a special study and discovers the 20% of viewers who
      > followed Cramer and think he is brilliant are the exact same people
      > comprising the 20% of the U.S. population who still think George
      > W. Bush is brilliant and doing a great job.       Apr 08 04:45 PM
    • General Discussion on TSCM
      Their page views were down 17% sequentially last quarter. Look at this question on the conf call:

      seekingalpha.com/artic...
       Apr 08 04:39 PM
    • General Discussion on TSCM
      You long or short the stock? Apr 08 04:19 PM
    • General Discussion on TSCM
      Just checking the compete data for TSCM itself -- it says that traffic to TheStreet.com was down 33% month over month in March. That doesn't seem plausible.

      siteanalytics.compete....

       Apr 08 04:17 PM
    • General Discussion on TSCM
      Thanks. On the Stockpickr traffic numbers, how accurate is compete versus Alexa? Apr 08 04:13 PM
    • General Discussion on TSCM
      What makes you say both Bloggingstocks and Stockpickr are struggling? I thought they were both doing well. Apr 08 03:05 PM
    • General Discussion on TSCM
      Any thoughts on this?

      AOL and TheStreet.com Expand Content Partnership
      Tuesday April 8, 8:30 am ET

      NEW YORK--(BUSINESS WIRE)--AOL and TheStreet.com, Inc. (NASDAQ: TSCM - News), a leading financial media company, have expanded their strategic content partnership to highlight an increased volume of content from TheStreet.com network of sites, including TheStreet.com, MainStreet.com, BankingMyWay.com and Stockpickr.com, to be featured on AOL Money & Finance (money.aol.com) and other areas of AOL. This expanded partnership extends the relationship an additional three years.

      TheStreet.com network content will be featured throughout AOL Money & Finance, including the stock market site BloggingStocks.com (bloggingstocks.com).

      “AOL continues to be an important partner for TheStreet.com at a time when our audience reach continues to expand and our network continues to grow,” said Steve Elkes, chief revenue officer and executive vice president of mergers and acquisitions for TheStreet.com, Inc. “We are excited about our joint effort to provide more robust offerings across the AOL network.”

      “With TheStreet.com network continuing to deliver premium editorial content, plus our new Quotes & Portfolio pages, AOL is providing users a comprehensive package of information relating to their investments,” said Marty Moe, senior vice president, AOL Money & Finance.
       Apr 08 02:39 PM
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