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  • Alibaba IPO: Assessment Of Risks, Rewards [View article]
    Well if its oversubscribed by a factor of 3 times then good luck to anyone thinking they will get any shares at a "civilized price". Seriously this is exactly the way things went in early 2000 before it all came tumbling down. There was exactly this kind of hysteria and craziness over owning the "next big thing".
    Sep 16 08:35 AM | Likes Like |Link to Comment
  • Why Visa Remains A Good Investment For The Long Haul [View article]
    While you write a nice article you need to be scolded somewhat as well. You keep referencing about "credit card transactions in CHINA grew from just 4.8 Billion in 2002 to more than 748 Billion in 2012." You repeat that sentence "twice" in your article. But what you FAIL to tell the readers is the "FACT" that both Visa and Mastercard do NO business in China other than just "cross-border" pay. China has a closed loop banking system run by a government owned bank called China Union Pay. I have called the IR Manager at both Visa and Mastercard and have verified my statement several times. Believe you me when and "if" that changes these stocks will both pop like a huge bottle rocket. Until that day happens both companys earn a very small amount of money from China.
    Sep 15 05:31 PM | 1 Like Like |Link to Comment
  • EOG Resources: There Is Still Time To Grow With The Growing U.S. Oil Production [View article]
    Iam very long EOG and have owned it for around 2 years now. But it does concern me when I read story after story about how we now have a "huge oversupply" of WTI and not even enough refining capacity to process it. Also the fact that it by law "cannot be exported" is really killing these companys stock prices. I really don't see a way out of this- do you????? Tell me how we get there.
    Sep 15 01:06 PM | 1 Like Like |Link to Comment
  • Why EOG Resources Has Gone Conservative [View article]
    Well it sounds like its time to dump our oil stocks. Not only EOG but all of them after reading this article. Oversupply and slowing demand do not make good bed partners.
    Sep 15 08:22 AM | Likes Like |Link to Comment
  • Alibaba May Double Within 6 Months [View article]
    Sounds like we all "better bet the farm on this one". Everybody and their brothers second cousin says its a "can't miss" "no brainer". A double in 6 months according to the author. What more can you ask for???? Where do I sign???
    Sep 14 04:01 PM | 2 Likes Like |Link to Comment
  • Alibaba IPO Analysis: Should You Buy The Stock? - Part 2 [View article]
    Correct me if Iam wrong but I don't think you can buy shares on the 18th. I think the first trade will be friday the 19th. Correct me if Iam wrong but thats what I have read numerous places.
    Sep 14 02:23 PM | Likes Like |Link to Comment
  • Could Alibaba's IPO Suck The Life From Amazon? [View article]
    It will be very interesting to see where "BABA" closes on friday. Iam just for fun going to take a wild guess and say $81.50. No chance for $66 we all know that!!!!!
    Sep 14 11:35 AM | 3 Likes Like |Link to Comment
  • Alibaba IPO Analysis: Should You Buy The Stock? - Part 2 [View article]
    Victor; First of all very nice well written and informative article. One of the better ones I've read on "BABA". If you look at your own "model" where do you see the stock in say 5 years assuming things go "reasonably well " for the company???? Thank You.
    Sep 14 10:07 AM | 4 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding Starbucks [View article]
    At around $75 a share and an estimate of $3.16 for 2015 earnings the forward PE is 23.7 not 240. Don't believe everything you read on Yahoo Finance.
    Sep 14 09:51 AM | 3 Likes Like |Link to Comment
  • Enterprise Products Partners: These Projects Will Be Key For The Partnership [View article]
    Really nice well written article and I do appreciate it. Thank You. I have been long EPD for about 8 years now.
    Sep 13 05:10 PM | Likes Like |Link to Comment
  • Will Alibaba Disrupt U.S. E-Commerce? The Man Who Should Know [View article]
    Ivan; Are you part of the friends and family deal????? When I see 19 different posts by the same person I can't help but think he has a "vested interest" in this deal.
    Sep 13 05:06 PM | 4 Likes Like |Link to Comment
  • Alibaba IPO: Assessment Of Risks, Rewards [View article]
    Don; The biggest problem I have with this whole thing is its next to impossible for the private investor to do their own "due diligence" because the average private investor is going to be completely shut out of this deal at the IPO price. All the shares are going to the "big boys". My other concern is can you really trust Chinese accounting. They do not have a good reputation by any means. Always stealing our american companys proprietary information, etc All this hype smells so very much like the year of 2000 when these companys finally got their bubble popped.
    Sep 13 10:32 AM | Likes Like |Link to Comment
  • 3 Companies That Stand To Benefit From Recent Cyber Security Issues [View article]
    Bill; Very nice article as usual. You are without a doubt one of my favorite authors. Glad to see your "brutal honestly" on Palo Alto. That PE of 150 times next years earnings is ridiculous. Reminds me oh so much of March of 2000 when the bubble completely collapsed soon after. I wouldn't touch Palo Alto with a 20 foot pole.
    Sep 12 08:44 AM | Likes Like |Link to Comment
  • Update: Visa And MasterCard Provide Tokenization For Apple Pay [View article]
    I think most people are quite confused by "tokenization". Maybe you should do a short article just explaining what it accomplishes and what it actually does.
    Sep 11 07:15 PM | 1 Like Like |Link to Comment
  • Starbucks: Just How Much Upside Remains? [View article]
    I own SBUX and also love the products they sell but do in all honesty feel that the stock price is incredibly over valued.
    Sep 10 03:56 PM | Likes Like |Link to Comment