Seeking Alpha


Send Message
View as an RSS Feed
View frosty's Comments BY TICKER:
Latest  |  Highest rated
  • General Electric's Next Big Growth Opportunity Presents Itself [View article]
    Scoots: if you KNOW what major trends are occurring around us, please tell GE management. And is the recent oil shakeup an actual TREND or just a periodic rough spell to shake out unsound industry players?
    Feb 11, 2015. 08:56 AM | 2 Likes Like |Link to Comment
  • Report: eBay's layoffs hit PayPal's in-store efforts [View news story]
    PayPal is an anachronism tied to the dot-com EBay era. Other credit/payment systems have moved far beyond and are far more universally accepted and used.
    Feb 3, 2015. 07:12 PM | Likes Like |Link to Comment
  • Is Apple Becoming The Next IBM? [View article]
    Percentage analyses can be misleading. Apple is the fourth larges U.S. company by revenue (the 3 bigger revenue companies are WMT, XOM & CVX.) It's revenue dwarfs other tech companies. More revealing would be an analysis of R&D dollars.
    Jan 13, 2015. 09:04 AM | Likes Like |Link to Comment
  • Chevron: I Revise My $150 Price Target Due To Lower Oil Prices [View article]
    From $110 to $85, and you believe that CVX "is still a great long-term investment from a dividend perspective"? If a bank paid 3.93% interest, would you deposit $110 if they were likely to take away $25 from you? I doubt $85 as a sustained long term price. CVX will rebound as will all of the oil industry.
    Dec 19, 2014. 08:22 AM | 2 Likes Like |Link to Comment
  • Amazon activates Prime Now bike fleet in Manhattan [View news story]
    I hear this is a test of Amazon's drone bikes.
    Dec 18, 2014. 08:56 AM | 3 Likes Like |Link to Comment
  • Oil, Contagion And Equities: U.S. Equities Are The Next Shoe To Drop [View article]
    I don't see the correlation. If there were a correlation, we would see something akin to reasonably straight line with fluctuations of course. I see periods of bull markets when stocks went up relative to oil (1997-2000 the biggest bull market ever), stocks went down relative to oil (2004-2008 but still a great bull market), and stocks and oil maintained relative parity (2009-midyear 2014, another great bull market). Or am I reading the chart incorrectly?
    Dec 15, 2014. 08:20 AM | Likes Like |Link to Comment
  • Saudi Arabia: Do The Math [View article]
    '(last I knew, the US was up to its eyeballs it debt)' - 2/3 of American debt is domestic, not foreign.
    Dec 14, 2014. 09:43 AM | Likes Like |Link to Comment
  • Saudi Arabia: Do The Math [View article]
    I read elsewhere the Saudi cost per barrel is under $10. It has a long way to go before they actually take a loss.
    Dec 14, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • Disney: The Sum Of All Parts [View article]
    The $30 billion isn't a premium, it's a discount. Disney is selling for less than your valuation.
    Nov 25, 2014. 08:50 AM | Likes Like |Link to Comment
  • Is Investing Like Yale Good For Individuals? [View article]
    Gimme a break! The individual investor has nowhere near the expertise or time to put together such a strategy nor the time to manage it on an ongoing basis. Yale has a large staff managing its endowment fund and the hedge funds and lbo's that make up so much of their portfolio have even larger staffs and person-years to manage on an ongoing basis.

    This article is irrelevant for the individual investor who is less than 100% investment savvy, 100% of the time.
    Nov 11, 2014. 09:22 AM | Likes Like |Link to Comment
  • Disney And Earnings: Still The Happiest Place On Earth (For Your Money) [View article]
    Didn't even mention movies: Disney princesses, etc., Pixar, Marvel, Star Wars. Or toys based on movies.
    Nov 5, 2014. 09:11 AM | Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    Apple's revenue dwarfs IBM, Oracle, and MS (it's the 6th largest U.S. company by revenue) and is America's highest market cap stock. Now it moves onto the next stage of its evolution into the enterprise. I wouldn't underestimate Apple's ability to succeed, especially with partners such as IBM.

    Oh yeah, Steve Jobs wife is also one of the richest people in the world.
    Oct 23, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    Hmmm. I wonder if Walmart could use its political muscle to use the same logic against Amazon for not having 'dealers' in the state?
    Oct 18, 2014. 09:01 AM | 1 Like Like |Link to Comment
  • Pizza Hut looks to reverse U.S. market share slide [View news story]
    Forget franchise pizzas. Find a local family owned pizza restaurant. Even if it costs twice as much it's worth it for the quality. I've never had a Domino, Pizza Hut was 45 years ago and Papa John's (once) was 15 years ago. There are quality pizza restaurants almost everywhere that beat the socks off franchises.
    Sep 17, 2014. 07:09 PM | 1 Like Like |Link to Comment
  • Is National Oilwell Varco A Good Investment? [View article]
    Woah . . . is that a double top I see in the chart?

    When was this research done? Paragraph 3, 'Furthermore, subsea producers will increase their spending by 9% every year by 2014.' This is 2014! Have they done that? What about the future?

    Also, '. . . the company is not exposed to the commodity price risk.' Of course it is and it has been proven every time the price of oil/gas plummets. No price, no profit, no new drilling, no new drilling gadgets.

    This research is sketchy, at best, even shallow.
    Sep 16, 2014. 08:32 AM | 3 Likes Like |Link to Comment