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Nick Dorset

Nick Dorset
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  • Have One Dreamer Stock In Your Portfolio - Cramer's Mad Money (4/13/15) [View article]
    Cramer is absolutely right to describe Netflix as a global institution in the making. I made lots of money by originally buying Netflix at $37/$50 and selling at an av. of $280. I bought back into Netflix when I read an article saying it had only 47 million subscribers but was operating in a substantial number of markets. I would not be surprised to see Netflix with 100 million subscribers in 5 years.
    Americans and Brits(me) are spoilt for choice with quality TV options, this does not apply for example in South Africa ( 47 million TV viewers) where TV is not that good. Competition for Netflix there is much lower- except that they have yet to launch there!
    Apr 14, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • Some Concerns That Have Me Worried About The Overvalued Markets In 2015 [View article]
    Speaking as a British follower of yours I don't share your gloom. Yes American corporate profits are going to be heavily hit by the strong dollar for a period, but there are enormous upsides to the American economy:
    1) the USA is the only economy, and possibly the UK, though we are still tied to Europe, that has come through the money printing tunnel, and is returning to some semblance of normality. Growth is no longer being faked by printing money.
    2) The strong $ presents an opportunity to pay off real debt not denominated in $ cheaply.
    3) The strong $ presents an opportunity to buy good long term assets not denominated in $.
    That's why I will be keeping 90% of our equities and cash in $
    Apr 13, 2015. 06:34 AM | Likes Like |Link to Comment
  • 5 Changing Trends - Cramer's Mad Money (3/23/15) [View article]
    Speaking as a Brit with just under forty years trading experience, business and investment, all over the EU; Cramer's take on the situation in Europe is superficial.
    He is right that in Ireland and Portugal things have improved considerably, particularly in Ireland. However, they have not done so in Spain and Italy, both vast economies compared to the other two; moreover, the French courtesy of their government are busy working their way down to the Spanish/Italian level.
    An all mighty bust is coming in the Euro zone. Anybody investing anything there, other than ultra short term, should seek therapy.
    Mar 24, 2015. 09:13 AM | 2 Likes Like |Link to Comment
  • Cramer's Lightning Round - I Am Not Tempted By Europe (1/6/15) [View article]
    Speaking as a subscriber from the UK, Cramer is right if you have funds in mainland Europe- get out. The UK is alright, and the $ has appreciated very significantly against £ in the last half of 2014, so it's a good time for US investors to buy British- but only for long term holds. I would recommend ARM Holdings, National Grid, and some research in British housebuilders.
    Jan 7, 2015. 08:30 AM | 1 Like Like |Link to Comment
  • BNSF says federal order won't affect rail shipments [View news story]
    This represents an opportunity for BNSF to bash the competition. Do any of the other rail companies have immediate access to $40 billion to upgrade their rolling stock?
    As a Brit Investor in BRK for a decade, and shale stocks since 2011 I am baffled as to why pipelines for both liquids and natural gas have not been built from the Dakotas to the East and West coast.
    Can somebody explain?
    May 10, 2014. 04:35 AM | Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    Thank you for this response.
    Jan 16, 2014. 09:05 AM | 1 Like Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    But what about the management costs of being in these funds?
    Jan 15, 2014. 07:09 AM | 7 Likes Like |Link to Comment
  • The Mythology Of Tesla's Valuation [View article]
    Speaking as a British follower of SA, I never cease to be amused by the utterly insular thinking of most American SA authors. There are markets beyond the US where because of taxation policy Tesla's products are relatively cheap. All over Scandinavia due to their taxation policies the most modest vehicle in for example the ford range ( petrol or diesel driven) would be marching towards $50,000 new. Electric cars on the other hand attract no tax.
    Oct 16, 2013. 04:34 AM | 20 Likes Like |Link to Comment
  • Welcome To The Paradigm Shift [View article]
    When the UK had its energy windfall in the 80.s we were lucky enough to have the late Baroness Thatcher to take advantage of it.
    So political leadership of the right kind can move mountains, when financed by an energy windfall
    Jul 18, 2013. 08:14 AM | Likes Like |Link to Comment
  • Welcome To The Paradigm Shift [View article]
    Paradigm Shifts? Reducing your dependence on an incredibly addictive drug ( Printed Money) is not a Paradigm Shift. It's a baby step in the right direction, getting back to sound money would be a Paradigm Shift. There is little hope of that for a decade.
    However, there is a Paradigm Shift by the middle to end of this decade the USA will be energy self -sufficient.
    This has not been the case since the 1950.s, the changes this will bring about economically and geo-politically will be profound.
    As one of your allies ( I live in the UK) I look forward to the second American Century with glee.
    House of Saud- LOL, Iraq, the Gulf states their day is nearly over.
    Chaos in the Middle East will be the worry of Israel and Japan. I look forward to seeing the Japanese Self- Defence Forces replacing the awesome power of the USA in propping them up.
    Jul 6, 2013. 01:25 PM | 1 Like Like |Link to Comment
  • Cummins: Regulations, The Economy And Aging Fleets Offer Upside [View article]
    As a British investor in Cummins it may be of interest that Cummins is supplying the hybrid diesel engine for London's new generation of red double decker buses.
    Jun 1, 2013. 05:10 AM | 3 Likes Like |Link to Comment
  • Cramer's Mad Money - One Hundred Years Of Clorox (5/7/13) [View article]
    One thing that Cramer did not pick up on regarding EOG is that it is simply better at what it does than its peers. In other words its fracking techniques mean that it extracts more oil/gas from its shale, at a lower cost than competitors with similar quality holdings.
    May 8, 2013. 12:57 PM | Likes Like |Link to Comment
  • Bakken Update: An Overview Of World Refining And How To Invest In 2013 [View article]
    As usual a wonderfully informative article! looking forward to Part 2.
    Apr 26, 2013. 08:00 AM | 1 Like Like |Link to Comment
  • Berkshire Hathaway Is Not A Sell [View article]
    Munger and Buffett each have over ninety % of their own personal wealth invested, and levy no charge other than their extremely modest salary and expenses on BRK. Why would you want to own BRK any other way than directly? Any mutual or unit trust which invests in BRK makes an annual charge on you the investor for doing so.
    As a British long term BRK holder I always suggest to my fellow UK based investors that if you want exposure to the domestic American economy you can do no better than invest in BRK. Lets hope they both soldier on for another decade!
    Mar 4, 2013. 08:10 AM | 3 Likes Like |Link to Comment
  • Apple Bears Are Delusional [View article]
    I am long on Apple and will remain so.

    1) Apple is dipping in and out of being the world's largest company yet to date has less then ten active product categories if you include i-tunes as one.
    2) In every product category within which it operates it enjoys gross profit margins far in excess of its competitors- forget about market share which is for people who don't understand profit
    3) As a brand Apple has reached the paradigm - a product range with mass global appeal but one which says something about you. In other words Microsoft at its peak meets Chanel. Consumers love APPLE!, and every woman I know would like to own a real Chanel "little black dress".
    4) The Apple o/s encourages you to defect from Windows i know many people of all ages who are doing so.
    5) Why would Apple want to buy Netflix, as many people like Jim Cramer suggest, which has about 30-40 million customers globally when i- tunes has 500 million ?
    6) A better purchase might be Walt Disney.
    Feb 28, 2013. 11:07 AM | 3 Likes Like |Link to Comment