Seeking Alpha


Send Message
View as an RSS Feed
View johnofarizonaoregon's Comments BY TICKER:

Latest comments  |  Highest rated
  • American Express' Premium Is Unjustifiable [View article]
    That was a rare occurrence, that the woman would think she could use just any card at Costco. But I've also seen the likewise rare occurrence of a woman who demanded grocery bags at Costco. I switched to a different cashier, rather than watch that particular drama.
    Oct 27, 2015. 11:55 AM | Likes Like |Link to Comment
  • American Express' Premium Is Unjustifiable [View article]
    I like the Amex website and the ability to get a text message instantly whenever my card is used. Its a great way to make sure nobody else uses the card number fraudulently and I'm sure all the other credit card issuers or co-branders will soon be doing the same thing.

    My biggest personal disappointment with American Express is the loss of the annual cash refund which will stop when the card also becomes prematurely void for using at Costco or anywhere else in March of 2016. That's when I will switch to the card that replaces it as the Costco card.
    Oct 27, 2015. 11:50 AM | Likes Like |Link to Comment
  • AmEx lower as UBS says "Sell" [View news story]
    AXP is it's own bank, taking all the risk on its loans to cardholders, so it must be stingier than T with regard to dividend payout. I prefer dividends to stock buybacks. The biggest driver of increase in stock price is increase in earnings per share, not stock buybacks ... in my opinion. Until AXP can do what it needs to, to once again become a growth company, I'll hold off on buying it unless it gets back down to a price where its current dividend is as good a return as is T's. When AXP gets down to that price (where it was 6 years ago) then I'll buy it and people like Buffet will also be buying it there. AXP should be able to regroup and solve its problems in a few short years and by then it should also be a much better value.
    Oct 27, 2015. 11:36 AM | Likes Like |Link to Comment
  • More from UBS on AmEx downgrade [View news story]
    If American Express stock price goes down to the UBS price target of $67, then the annual yield on AXP would be about 1.75%, which would be about the same as the current yield on AAPL. But AAPL is the better investment of the two.
    Oct 26, 2015. 01:25 PM | Likes Like |Link to Comment
  • American Express: How Much Longer Will The Analyst Community Be Supportive? [View article]
    The lower AXP goes, the more enthusiastic I will get and when it reaches $21 and therefore its annual dividend yield reaches about 5.5%, then it would become a dividend champion like T. I would buy AXP at $21.
    Oct 26, 2015. 12:04 PM | Likes Like |Link to Comment
  • AmEx lower as UBS says "Sell" [View news story]
    T is a far better investment right now than AXP. If American Express's stock price drops to around $21.00 then I'd buy AXP because at $21 its annual yield would be around 5.5% which is what the yield is for dividend champion T right now.
    Oct 26, 2015. 12:00 PM | Likes Like |Link to Comment
  • AT&T: Still Cheap Despite The Confusion [View article]
    High frequency traders are the problem with the price of T being held back. Read "Flash Boys," by Michael Lewis and do a little extrapolation.
    Oct 24, 2015. 08:16 PM | 2 Likes Like |Link to Comment
  • What's Wrong With American Express? (Video) [View article]
    I don't want to listen to you talk. It's a huge waste of my time. If you can't put what you have to say into writing, then as far as I'm concerned your article doesn't exist.
    Oct 21, 2015. 06:07 AM | Likes Like |Link to Comment
  • Avoid Alibaba Altogether [View article]
    Anyone who takes Orange Peel's advice is in danger of slipping on a banana peel and hurting themselves. Many companies have traded below their IPO prices. Facebook's IPO price was $38 and it traded as low as $18 but has now almost tripled and is over $100.
    Sep 21, 2015. 12:39 PM | 4 Likes Like |Link to Comment
  • The Android Blunders That Helped Apple [View article]
    Great article, Paulos. Steve Jobs cared a IMMENSELY about quality but it seems that with the guy who replaced Jobs, Apple is more inclined to cheat and offer fool's gold instead of real gold as the quality value at the end of its rainbow. I've experienced many poor quality, quick-to-fray charging cables from Apple which are inferior to third party cable quality.
    Sep 19, 2015. 02:03 AM | 3 Likes Like |Link to Comment
  • The Barron's Piece On Alibaba Is Wildly Misleading, But Also Has Some Truth In It [View article]
    The last time I acted on a Barron's article it was a losing proposition for me and I would have made a profitable trade if I'd taken a position contrary to Barron's bearish analysis of that company, which was Comcast. Ever since then, I've done well to be highly skeptical or out rightly contrarian to Barron's analysts' articles. The most worthwhile part of Barron's is their stock tables.
    Sep 14, 2015. 12:47 PM | 6 Likes Like |Link to Comment
  • Here's How Much Drone Deliveries Would Cost Per Delivery [View article]
    I agree with the author that the cost of 75 cents per delivery for drones is baloney, claptrap, hooey, rubbish, balderdash, hogwash and horsefeathers to list a few other appropriate nouns which are, like "bunk," synonyms for the word "nonsense."

    Also - nothing was taken in to account in Mr. Santos' necessarily ultra-optimiistic and idealized analysis for those people who relish the idea of shooting down drones with shotguns, slingshots, focused RFI in the drones' operating frequency range, high power microwave beams and lasers ... to name some, but not all, of the methods which have been publicly discussed on the internet and/or mentioned in news articles for bringing down drones.
    Sep 11, 2015. 12:25 PM | 2 Likes Like |Link to Comment
  • Diana Shipping Offers Stability For Drybulk Speculators [View article]
    Wouldn't it make more sense to keep funds in cash or in a much safer dividend stock like the most stable utility or blue chip stock for the next 5 years, instead of putting it into DSX where (if I understand your analysis and corresponding expectation correctly) it will be dead money for that same amount of time?
    Jun 15, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • The Bottom May Be In For Diana Shipping Inc. [View article]
    The term "conservative investor" and "speculate" are contenders for an oxymoron relationship, though they are not necessarily so since even the most conservative of investors would do well to have a very conservative degree of speculative positions.

    But in the case of DSX, this conservative investor would prefer to wait until regular dividend payments are once again established.

    Buying back stock isn't what I would consider a dividend, by any means.
    Jun 3, 2015. 02:25 PM | Likes Like |Link to Comment
  • Why Apple TV Is Fighting For Survival [View article]
    Apple should give away an Apple TV with every Mac. Those buyers of new Macs who already have all the ATVs they want would give extras away and soon everyone would have one.
    Mar 24, 2015. 06:41 PM | 1 Like Like |Link to Comment