Seeking Alpha


Send Message
View as an RSS Feed
View logistics' Comments BY TICKER:
Latest  |  Highest rated
  • Medical Marijuana: It's Just A Pump And Dump [View article]
    Hey investors, back off for a second, let's suppose Medical Marijuana is made legal throughout the US, 1st thing that will happen is prices will drop dramatically. Government would have high taxes on Marijuana, which would negatively affect demand, just as they have it on Cigarettes. Other question to ask ourselves: What happens to demand if Marijuana is made legal? People would just simply grow it at home and start selling this at the flea markets, name it would be there. Herbalife people would be selling it as well. Once Marijuana is made legal, prices will drop to the point that this whole Marijuana nirvana would start looking more like the PC industry. Few companies may find the niche of using Marijuana for pharmaceutical purposes but majority of the companies right now are just running operations to sell it in the streets. Very few Marijuana companies are going to survive others will fail. Net margins will drop dramatically for majority of the industry once Marijuana is made legal; just keep that in mind when looking at Marijuana stocks.
    Feb 20 12:49 AM | Likes Like |Link to Comment
  • Medical Marijuana: It's Just A Pump And Dump [View article]
    Hey Panoplos, MJNA owns 9.11% of CannaVEST. Source: Read the 8-K report if you have time; company has no bases such as operating history, business operations but it does have future liabilities. Anyone can open a corporation, these guys make it look that easy.
    Feb 20 12:31 AM | Likes Like |Link to Comment
  • Medical Marijuana: It's Just A Pump And Dump [View article]
    Nice article, the regular marijuana users without the medical problems don't find it to be too amusing. You really need the inside information to trade on this? I guess the investors are waiting for California and New York to legalize marijuana any day now.
    Feb 18 12:26 PM | 1 Like Like |Link to Comment
  • ANGI Annual Report: The Good, The Bad, And The Very Very Ugly [View article]
    Hey Jim, I have long term bearish outlook for ANGI but yesterdays earnings call came out of the blues, I actually assumed the stock would plummet after earnings are released. I was fully convinced the company would run out of cash within 1 years, it had about $46 million in bank and was burning about $16 million each quarter on average according to previous financial statements. But the $2.4 million dollar of Net Income last quarter of 2012 changes the whole picture. Now the company will be able to survive for longer than 1 year but don't know for what period of time. The advertisements seem to be working, in 2011 they had about 800,000 paid subscribers and now they have about 1,700,000 paid subscribers at end of 2012. There are 114 million households in America and they currently have only about 1.7 million as paid customers. I'm not sure how many more (millions) of households will like to get paid reviewing service by ANGI's, we will not know the answer for sure. I'll wait about 1-2 years before trying to go short on ANGI's; ultimately the company will go down but now is not the time. FYI: the CFO said they have about $80 million dollars worth of revenue backlogged. You should consider that if you are trying to go short on ANGI.
    Feb 14 04:18 PM | Likes Like |Link to Comment
  • Can The Stock Market Continue To Go Up When The Middle Class Is Suffering? [View article]
    That was due to mortgage crises and due to deregulation of the financial industry. It created lots of construction jobs and other middle income jobs, tax cuts may not have been the primary reason for the increase in income of middle class households.
    Feb 10 06:10 PM | 2 Likes Like |Link to Comment
  • Can The Stock Market Continue To Go Up When The Middle Class Is Suffering? [View article]
    This tread is going to hurt the US economy in the long run, the trademark has to stand for itself"Land of Opportunities", things need to change, good short term strategy would be to do what the riches do, which is trade securities in the US capital markets. Stock trading makes higher percent of the US national GDP then ever before (can't find my actual source.) Great article.
    Feb 9 02:51 AM | Likes Like |Link to Comment
  • Apple Will Need To Acquire A Baseband Vendor [View article]
    How much does this Broadband chip cost? What are the current profit margins for QCOM?, without much information about QCOM, I'm assuming their overall margin represents the profit they get from selling each of the individual Broadband chips to Apple, Samsung and others mobile vendors.
    Jan 31 11:21 PM | 1 Like Like |Link to Comment
  • Our Intrepid Outlook For 2013 And 3 Stocks Ahead Of The Curve [View article]
    One of the best articles I have read on Seeking Alpha, we need to measure the flow rate of foreign investments into the US, if dollar is likely to go up, more foreign investors may be investing in the US right now; which creates an upward pressure on the US markets for the moment. Therefore, foreign investors will realize higher returns on investment in the US in 2013. (If it happens) Thanks for providing the info WSR to check the status of the housing market in 2013. Main points to take for this article for 2013: price of dollar, oil prices, food prices for food processing industry, ignore the national US news media, Shift from bonds to stocks, potentials in the energy sector and growth in the housing sector. I'm set for 2013.
    Jan 30 02:59 AM | 2 Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    It depends what the P/E ratio represents. It may not be the right indicator for all stocks look at the P/E ratio of LinkedIn its 804.76 and for Amazon its P/E ratio is 3,795.64. AMAZON's revenue for 2011 fiscal year was $48 billion, on the other hand EBay's P/E ratio 28.43 with 2011 fiscal year of $11.6 billion. For AMAZON's P/E ratio come in align with P/E ratio of Ebay, AMAZON's earning have to increase by 133x to $6408.397 Billion dollars per year. NO, that's not going to happen. Point I agree with you is investors intend to behalf like herd of sheep’s, they are willing to go along with the opinion of majority.
    Jan 25 11:03 PM | Likes Like |Link to Comment
  • The next Xbox will feature an 8-core, 1.6 GHz., x64 CPU, a Blu-ray player, and an 800 MHz. GPU, according to a spec sheet posted by VGleaks. The CPU and GPU suppliers aren't disclosed, but past rumors have indicated AMD is supplying the GPU, and either AMD or IBM is providing the CPU - the use of an x64 chip would suggest AMD. Meanwhile, hopes are up the next Xbox will support Microsoft's (MSFT) Illumiroom tech, which projects images onto the space surrounding a TV screen while a game is played. [View news story]
    AMD Processors always get hot, I never had a positive experience with AMD processors on Laptops.
    Jan 22 10:55 PM | Likes Like |Link to Comment
  • RIM: Research In Motion Pays A Bounty For Apps As It Approaches D-Day [View article]
    I'll take your estimate for FY 2014 sales of 40 million BB10 devices, but the smartphone market is very competitive and I just looked at the 2011 Financial Statements for RIM its states that RIM got about 39% of its revenue from US in 2011. That shows US is very important market for RIM. Even if RIM has 79 million customers today, what if the BB10 operating system is just too difficult to use. I just watched a video of leaked z10 device, too complicated. See it for yourself, others have stated the future or near future growth rate of RIM is already built into the current stock price. I may be wrong for comparing RIM to Palm but stock price of RIM is behaving very similarly to Palm when it launched its 1st Palm Pre.
    Jan 19 07:56 PM | Likes Like |Link to Comment
  • RIM: Research In Motion Pays A Bounty For Apps As It Approaches D-Day [View article]
    I don't see any room for growth for Blackberry in US; it's just going to suffer this market like Palm did with it's WebOS platform. Palm spent lots of money on advertisement but it still didn't capture large amount of market share. The only thing I'm not sure is how BB10 is going to preform on Worldwide bases, Thing I agree with the author is the hype of RIM now is similar to hype of Palm when it released the Palm Pre. I just think all the people who are bullish about RIM either live in Canada or have large investments made in the stock. I don't like to think negatively but the mood for buying another Blackberry is pretty negative in the United States. I like QNX, question is will customers buy it? Is it just as simple as the iphone? Does it have the 12 Megapixel camera to impress the audience? Does it have the wide-screen RETINA display? Lots of questions marks for RIM at the moment.
    Jan 18 11:21 PM | 1 Like Like |Link to Comment
  • Android Is Dead - Part 7: WP 8 Ratings [View article]
    I really don't agree with the reasoning used in this article, my Dad has Windows Mobile 7 phone and I have a Android 4.0 Galaxy phone; my phone is lot easier to use than the WM7. My dad's phone has completely crashed twice within the last year, it had to be fixed by restoring the whole operating system. All the data and personal content was completely lost, that's not satisfaction? Sales number on WM8 are not favorable compared to Android in US, WM8 is gaining lots of market share in Countries such as Finland and China. So, I do disagree on your remarks that the customer satisfaction for WM8 is higher than Android. Also your reference to an another individual in your article who said that developers are more attracted to Apple's platform because people who purchase apple products are willing to pay for nice apps; while android users are just looking for free apps. In this argument you are forgetting the effect of advertisement; there are more people playing angry birds on Android for free than on Apple. I'm sure if developers are not being paid for purchase of there apps; there are sure being paid for all the content that is advertised in their apps. Apple is not looking favorable; it's just a grown up Microsoft now.
    Jan 17 03:35 PM | 5 Likes Like |Link to Comment
  • Is Microsoft The Ultimate Value Trap? [View article]
    Great opinions read few, Windows 8, scares me. I tried it on black Friday, at Walmart. Used it for few minutes, didn't get use to it. Multiple desktop screens are very confusing, can't even see which windows are currently open, since the taskbar is no longer there on either screen. Plus the confusion about Windows 8 and Windows RT. I believe Microsoft has to prove me wrong on Windows 8. I agree with all across integration of Microsoft Products such as Windows Phone, Windows 8 and Xbox. What I don't agree with is the layout design, using Window 7 phone is 10x as hard as using the Iphone and 5x as hard as using an Android 4.0 Jelly Bean phone for me. Tell a 40 year old tech savvy person to use the Windows 7 phone for 4 weeks, they will quit in 2 weeks if had option to switch over to iphone or S3. I'm just 21 years old and I had so much trouble using this new Microsoft Windows 8. Overall MSFT stock has had dry performance for the last few years, that's not news to me. Windows 8 is just to hard to use. I'd rather learn to use a Tiger OS than to learn how to use Windows 8. Since learning curve is about the same for both; yet Tiger OS looks lot more cleaners.
    Nov 30 01:27 AM | Likes Like |Link to Comment
  • Will Tesla Disrupt? [View article]
    I agree with comments written on here, there is no reason not to like a Tesla. I was driving a Toyota Camry, pull it from a stop light, car started accelerating fast. All the sudden a Tesla passed by as if it was speeding from behind at 160 MPH. Point is Tesla's electric motor always works at 14,000 RPM, no matter what speed the car is traveling at. This is probably the only reason why I would be interested in buying EV. Buying another car is not going to save the environment, it just adds more to the consumption cycle. Appreciate the research done by Author and other commenters.
    Nov 22 09:48 PM | Likes Like |Link to Comment