beezlebub's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/176939/comments http://seekingalpha.com/article/105570-number-of-u-s-homes-with-negative-equity-is-stunning?source=feed#comment-303928 303928
that chart is ugly, where is it from?

thx for the post]]> Wed, 12 Nov 2008 09:25:05 -0500
that chart is ugly, where is it from?

thx for the post]]> http://seekingalpha.com/article/96058-darden-restaurants-dine-equity-a-look-at-2-value-plays?source=feed#comment-257856 257856 Thu, 18 Sep 2008 09:15:25 -0400 http://seekingalpha.com/article/87082-netflix-the-beat-goes-on?source=feed#comment-215137 215137
i do not hope nflx goes down, i do think it does though.... and before someone spouts off about nflx downloads...bbi's digital library is bigger, it was acquired last year at a fraction of what it cost nflx to build its own....and its partnership w/ xbox can be replicated by bbi with sony or nintendo (and possibly even w/ msft, there is much speculation that nflx's deal was not exclusive) and one of them may very well be unveiled soon...also a set-top box is soon to be rolled by bbi...so these first moves (by a mere q or 2), will soon go away

in the vein that i am an nflx avoider, i am long bbi,,,,not huge but long nonetheless... we'll see where things sit by year-end into 1q09...i do like hearing the contrary view points...again, we'll see but i have not heard anything remotely convincing me that i should switch from long bbi to long nflx ]]> Sat, 26 Jul 2008 13:28:50 -0400
i do not hope nflx goes down, i do think it does though.... and before someone spouts off about nflx downloads...bbi's digital library is bigger, it was acquired last year at a fraction of what it cost nflx to build its own....and its partnership w/ xbox can be replicated by bbi with sony or nintendo (and possibly even w/ msft, there is much speculation that nflx's deal was not exclusive) and one of them may very well be unveiled soon...also a set-top box is soon to be rolled by bbi...so these first moves (by a mere q or 2), will soon go away

in the vein that i am an nflx avoider, i am long bbi,,,,not huge but long nonetheless... we'll see where things sit by year-end into 1q09...i do like hearing the contrary view points...again, we'll see but i have not heard anything remotely convincing me that i should switch from long bbi to long nflx ]]> http://seekingalpha.com/article/87082-netflix-the-beat-goes-on?source=feed#comment-214666 214666 Fri, 25 Jul 2008 15:42:55 -0400 http://seekingalpha.com/article/85698-blockbuster-profiting-more-than-the-profiteers?source=feed#comment-214257 214257 Fri, 25 Jul 2008 09:59:27 -0400 http://seekingalpha.com/article/85698-blockbuster-profiting-more-than-the-profiteers?source=feed#comment-214253 214253 not sure what 'make this thing whole again' means, but i do think the stock moves up sharply off its current levels, not to 20....but could reach mid single digits...nice % change]]> Fri, 25 Jul 2008 09:57:48 -0400 not sure what 'make this thing whole again' means, but i do think the stock moves up sharply off its current levels, not to 20....but could reach mid single digits...nice % change]]> http://seekingalpha.com/article/85698-blockbuster-profiting-more-than-the-profiteers?source=feed#comment-208571 208571 Fri, 18 Jul 2008 10:18:57 -0400 http://seekingalpha.com/article/75041-denny-s-q1-earnings-strong-awaiting-cash-flow-results?source=feed#comment-165411 165411 Sat, 10 May 2008 07:47:46 -0400 http://seekingalpha.com/article/73533-mcdonalds-is-a-real-estate-company?source=feed#comment-165390 165390 ]]> Sat, 10 May 2008 07:26:40 -0400 ]]> http://seekingalpha.com/article/74066-morton-s-and-ruth-s-chris-eat-a-steak-take-a-stake-for-juicy-profits?source=feed#comment-165382 165382 ruths purchase of the seafood chain, perhaps ill- timed (perhaps not) was somnewhat of a surpise. but cost reductions (mostly back office in this case) provide some offset to the meaningfull increases in commodity costs. (i have to add that this is not my though, but i agree with dri's ceo as he recently characterized his own foray into the beef sector). Bottom line, i see no reason why the company should not perform exceptionally well from an equity standpoint, it has been pointed out, they generate cash even in these weak times. as for a takeover, could happen, but ruth's leverage is an obstacle here. ]]> Sat, 10 May 2008 07:19:25 -0400 ruths purchase of the seafood chain, perhaps ill- timed (perhaps not) was somnewhat of a surpise. but cost reductions (mostly back office in this case) provide some offset to the meaningfull increases in commodity costs. (i have to add that this is not my though, but i agree with dri's ceo as he recently characterized his own foray into the beef sector). Bottom line, i see no reason why the company should not perform exceptionally well from an equity standpoint, it has been pointed out, they generate cash even in these weak times. as for a takeover, could happen, but ruth's leverage is an obstacle here. ]]> http://seekingalpha.com/article/72130-blockbuster-driving-off-a-cliff?source=feed#comment-150926 150926

On Apr 14 05:09 PM buyforeclosures wrote:

> First of all this isn't Residential real estate. Commercial real
> estate is actually up this year.However, that being said I am not
> sure if this is going to work out or not...but kudos to BB for showing
> some juevos and trying to get this stock to break out of the doldrums.
> Sure its down 12% today but 2 years from now they will look like
> geniuses or poster boys for the Motley fools. I think they can always
> divest the real property and wont lose a lot on that aspect of it.]]> Tue, 15 Apr 2008 06:03:26 -0400

On Apr 14 05:09 PM buyforeclosures wrote:

> First of all this isn't Residential real estate. Commercial real
> estate is actually up this year.However, that being said I am not
> sure if this is going to work out or not...but kudos to BB for showing
> some juevos and trying to get this stock to break out of the doldrums.
> Sure its down 12% today but 2 years from now they will look like
> geniuses or poster boys for the Motley fools. I think they can always
> divest the real property and wont lose a lot on that aspect of it.]]>