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bobbobwhite

bobbobwhite
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  • Recent Tesla Developments And Their Implications Going Forward [View article]
    I remain dubious that autopilot in cars will ever be successful outside of a modified train-track system. Certainly the many and complex variables in just driving wherever cars go now would be a constant and dangerous problem to solve even without the crucial reliability issues that are constantly evident in complex electronics. If it ever becomes actually workable in live situations, even then I see it never expanding beyond a very restricted niche. Makes great headlines though.

    This writer should concern himself with what Tesla is doing and not with what it is not doing. Tesla is so more concerned with EV car quality and engineering, and not just sales numbers, unlike Ford or GM, both of which push cars rapidly out the door without adequate concern for quality or even safety. Not even apples and oranges, more like apples and asteroids.

    Tesla stock price is speculative, of course, but what Tesla has planned for future industry, commerce, and home use is the true revelation coming, not merely what it does with EV development. EVs are where it started, but not only where it will go. Bet your kids on it.
    Nov 26, 2014. 11:55 AM | 3 Likes Like |Link to Comment
  • Why I Just Sold Berkshire Hathaway [View article]
    You can have your cake and eat it too...just invest in XLF, the ETF that pays more than a 1.5% divvy, and owns the most BRK.B stock of any ETF.

    No, the dividend is not as large as most may want in their Aristocrats or Champions portfolio, but it does the job of owning BRK and getting a dividend, if that is on one's bucket list. I would never own BRK outside of an ETF as I heartily disapprove of BRK(or any public company) soaking up massive dividends it gets from its owned companies but giving none of it to shareholders.
    Nov 14, 2014. 12:38 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Hasbro In Talks To Buy DreamWorks Animation [View article]
    As long as Israel fights for its existence, America will be in the thick of Middle East conflict. It is less about oil now, but a lot about America perceiving a human wrong worldwide and constantly wanting to right it, even as it gives foreign aid(big money) to countries it considers enemies and leaves undone many problems here at home. How that logically figures i could never hope to guess.

    How we can justify continuing to be the world's policeman with its costs to taxpayers is beyond any reasoning. We spend so much money globally that it prevents us from fixing needed things at home. Infrastructure, for one. Crumbling, everywhere. The legal system, the economic system, ad infinitum. Times change, and so must America's relationship to the world.
    Nov 13, 2014. 11:58 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: IBM To Unload Semiconductor Unit - Report [View article]
    All mobile phones show the time, so what is the need for a smartwatch except as another gadget to sell. Also, gals and many guys are fashion conscious and would need many different watches to match outfits. My wife wears about 10 "style" watches interchangeably, all different shapes, colors and sizes. Who is going to buy 10 smartwatches for that?

    Maybe we are wrong, James, but it doesn't seem to add up.
    Oct 20, 2014. 10:34 AM | 2 Likes Like |Link to Comment
  • Bullish Birinyi shaken up by downturn [View news story]
    I searched my memory and could not find one other instance when Birinyi was less than flat-out bullish. He and Larry Kudlow are well known as the market's primary two permabull PollyAnnas, thus not to be trusted in the real world of my investments.
    Oct 14, 2014. 03:15 PM | 5 Likes Like |Link to Comment
  • Apple Take Note - Samsung Has Not Gone Away [View article]
    It is obvious from one of your charts that the most avid buyers of upgrades are those who most recently bought the previous upgrades......those who always must have the latest model. People who are not as addicted to smartphones, those with models they buy and then use for many years, seem to be more concerned with the basics of smartphone use and less with new bells and whistles. Count me among the former, thank the gods.
    Sep 4, 2014. 12:34 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Euro Sinks To 11-Month Low On ECB Outlook [View article]
    You must live in Ferguson MO.

    I know you were kidding but I could not resist the comment as it relates to unfounded lawsuits.
    Aug 27, 2014. 11:07 AM | 3 Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    The success of the iWatch will be closely linked with convincing women that it is a desirable fashion accessory as well as a data provider. That may be easier than the impossibility I first thought, as it is true that some men seem to have no problem lugging around giant wristwatches the size of alarm clocks, and those only tell time.

    If most women/girls can be convinced, as some men have, that an odd looking wrist device is high fashion, then the iWatch will catch on, but if it is seen as a fashion dud that detracts from the overall "look", then it will be a dud. We shall see.
    Aug 26, 2014. 10:35 AM | 3 Likes Like |Link to Comment
  • Tesla's Not So Well Kept Secret Card [View article]
    ".... what is missed is that Tesla is borrowing and spending to build not just the best cars but also the world's biggest battery factory, which has a ready-made and very large market outside of the auto market waiting for it."

    That huge battery market is what all Tesla nay-sayers are misunderstanding or negating, or are merely blind to it. Cars are just the beginning. All companies of any size will be using those batteries within a decade for backup and even primary power. The military will also be a huge buyer. Uses, and need, are almost limitless. In 10 years, everyone will finally get it, even the most ardent nay-sayers.
    Aug 25, 2014. 12:52 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: BofA Expected To Pay $16.5B Mortgage Settlement [View article]
    The gov't should have BofA's financials audited by a private, unaffiliated firm to determine the profit BofA made in its all of its derivative loan operations in the years before the housing collapse of 2008. Every penny of that profit should be taken to satisfy the fine assessed. If that fine causes BofA to fail, it would be the proper and just penalty for its complicit part in the debacle. And, all lenders that contributed similarly to that mess should be so treated.
    Aug 21, 2014. 09:10 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: BofA Closes In On $16B-$17B Settlement With DOJ [View article]
    Another piece of data you will never see from the gov't.....how its BofA fine relates to the profit BofA made in its "mortgage-related misconduct". You can bet your life BofA/Merrill Lynch made a lot more profit in those activities than the amount it is being fined.

    And, don't you just love the word "misconduct", like its talking about a naughty schoolboy instead of a lawbreaking bank.
    Aug 7, 2014. 09:37 AM | 3 Likes Like |Link to Comment
  • Twitter Continues To Excessively Reward Its Employees [View article]
    You write your headline as if the business is one entity and the employees another.....they may be different on paper but in reality they are the same thing.

    We are now in the corrupt era in this society where any collective piggy bank can and will be used for personal gain by people unethically grabbing from it with both hands and using a specious and distorted reason for doing so. All are doing it...........the gov't, corporations, foundations, etc., all the way down to little home owner associations.......any entity with collective money from fees, taxes or product sales or donations. Somehow it has been made OK for appointed and elected officials, bureaucrats and employees to take and take as long as their carefully prepared excuse works to continually fool others. Our given trust is now blatantly being used to rob us.

    "Get it while the getting is good!"
    Aug 4, 2014. 01:06 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    SA is truly Capitalism at its best. Good articles are rewarded, those not so good are rewarded less, if at all. The best are not only rewarded but also held in high esteem. That is how the whole system is supposed to work, but it has been so bastardized by our gov't that it's not truly Capitalism any longer, its Crony Capitalism. Those who pander best to gov't do best. Pathetic.

    Long live SA and our founder's Capitalism, not the sick and polluted other kind.
    Jul 31, 2014. 02:59 PM | 2 Likes Like |Link to Comment
  • Why iPhone 6 Won't Reverse Apple's Market Share Decline [View article]
    The company or stock benefits from each new smartphone announcement are lessening with each new phone introduction. It is only natural, as how long/big can the hoopla over a phone be when the next phone to come is already in production and will be out soon?

    "Just got my iPhone678 last week, can't wait for my new 679 next week and then my new 680 a few days after that."
    Jun 20, 2014. 01:01 PM | Likes Like |Link to Comment
  • Tesla Opens Up Its Patents: What Altruism? This Is A Strategic Move [View article]
    About TSLA valuation......for a comparison example, when companies like Priceline, an online travel agent, and Chipotle, a Mexican fast food chain, have stock prices in the stratosphere but both subject to potential value killers every single day....... PCLN faces possible better travel ideas that take off and supplant it, and Chipotle faces potential deadly food poisoning with every meal it serves.............TSLA price for present value and potential future value is at least reasonable if not undervalued today based on its pipeline of potential future products and royalties therefrom.
    Jun 13, 2014. 02:22 PM | 1 Like Like |Link to Comment
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