Seeking Alpha

jl45389

jl45389
Send Message
View as an RSS Feed
View jl45389's Comments BY TICKER:
Latest  |  Highest rated
  • Teck Resources: A Diversified Miner With Great Long-Term Potential Despite Near-Term Weakness [View article]
    i would like it at $20, what is the breakdown of each division in regards to revenue and profits.

    thanks
    Feb 24 10:25 PM | Likes Like |Link to Comment
  • Buyback? Apple Could Go Private By 2020 [View article]
    if "the last share is worth the value of the company" then the buy back has done its job to increase shareholder value via higher stock price.

    it depends on how they buy back their shares, normal buy back would not work well, since most of their cash is offshore (because of tax situation in the US) a separate offshore holding company should be establish to buy AAPL shares, to become the majority shareholder in AAPL. essentially taking back control and eliminating some of the short term traders, and whining and complaining from other investors
    Oct 2 12:28 PM | 1 Like Like |Link to Comment
  • Intel Targets Yet Another Market [View article]
    sales are good but more important are profits
    Jul 12 10:43 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
    it is water and sugar it is the brand not the product, most people failed to identify the product in a blind taste test
    Apr 21 02:40 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
    tell it to KO
    Apr 21 05:26 AM | 1 Like Like |Link to Comment
  • Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
    exporting of energy in the US will definitely have quotas, too much politics. and it will be worse in canada, new provincial elections in 2013 for BC west coast, native land claims and strong environmental lobby group could delay any LNG terminal for years.
    "We screw ourselves big time." exactly right out of the market

    "many exporting countries..." but only a few, namely Qatar, Iran, Australia and Algeria that really matter. n. america is not there and probably never will because our costs are too high.

    "The tankers will go wherever they are needed" true but if they are playing the spot market price they are gambling with rate already at 120-140k; can daily rate double from here? with breakeven at 60-70k for the carriers and 200-250M build cost per carrier, what is average lifespan of a carrier?

    who do like GLOG vs GLNG vs TGP?
    Dec 24 02:22 PM | Likes Like |Link to Comment
  • Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
    due diligence? i am saying you have to investigate the company, verify everything, do not believe all the BS on the internet, it is your money.

    When i buy for the long term, it is 10-20 yrs for my retirement when i no longer want to day trade, and do these short term 1 day, 1 week trades. i look at long term investing as being a partner, so i want to know everything about the company. i want know how many ships they have, their cost for each ship, interest payments, what kind of contracts they signed, long term or playing the spot market? how much are they getting? how many ships they are ordering? etc. i have no problem calling their investor relations and spending an hour on the phone. i usually review all financial statements for past 5 yrs. i'm willing to read everyone opinion about the company esp the negatives, maybe i missed something. i only hold 10 stocks in my long term port. so for me to buy a new one i have to sell out of something else, so the new stock has to be better (risk/reward) than what i already own. i like the NG/LNG sector, just looking for a way to play it for the long term.
    Dec 24 11:16 AM | Likes Like |Link to Comment
  • Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
    "overwhelming majority of LNG ship orders in 2011 have been placed on a speculative basis"

    what would happen if n.america does not export LNG in 2016-2017, would there be a large surplus of LNG carriers?

    "greatest part of the new fleet of LNG ships ordered this year will go into service carrying Australian exports." do you have a number? out of the 64 being built, do you have any idea the number of carriers signing long term contracts or are the independent shippers going to play the spot price?
    Dec 23 07:18 PM | Likes Like |Link to Comment
  • Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
    due diligence won't predict the winners but it can help you avoid the losers.

    Warren Buffett's first rule of investing is "don't lose money."
    His second rule is "don't forget rule number one."
    Dec 23 06:50 PM | Likes Like |Link to Comment
  • Time To Buy Brazilian Dividend Payers [View article]
    as long as the gov't caps the domestic prices and forces PBR to sell at a lost, PBR is a dog, stay away!!
    Dec 23 03:15 PM | Likes Like |Link to Comment
  • For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
    you have been blinded by the big oil producers into believing the lie, you look but you don't see and there is nothing anyone can say that will change you mind because you can't handle the truth because it would change your reality; so stay in your hole in the mountains.

    maybe one day you will wake up.
    http://1.usa.gov/HYfT2a

    FYI: the world is not flat
    Dec 23 02:22 PM | Likes Like |Link to Comment
  • For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
    i guess the polar ice caps are not melting and Sandy did not really hit the east coast it was just Hollywood movie magic.

    you are lost!!! open your eyes!!!
    Dec 22 06:44 PM | Likes Like |Link to Comment
  • For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
    if you don't believe coal is contributing to global warming your are in denial. the shift is happening and will continue.

    long live the king. the king is dead. long live the king.
    Dec 22 04:19 PM | Likes Like |Link to Comment
  • Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
    global NG/LNG prices will come down and people are over estimating the export of LNG from the US. 2009-2010 LNG daily ship rates were approx $50k, 2012 $140k; 100-200M for a LNG carrier with a 2 yrs lag time. I'm bullish on LNG shippers but do your due diligence not all the players will be a growth and risk free investment.
    Dec 22 04:12 PM | Likes Like |Link to Comment
  • For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
    global LNG price still have regional price differences but in general in the Asian markets the high 10-15 prices are kept artificially high by the small number of global players, namely Qatar, Iran and Australia, they are the largest exporters and lowest cost producers and set the price due to their oligopoly. NG/LNG will eventually replace coal as it is a cheaper and cleaner source of fuel and China, Korea and Japan are shifting to a cleaner source of energy.
    Coal overtaking oil not in north america, energy market in US is controlled by gov't and therefore lobby groups namely big oil producers.
    Dec 21 06:49 PM | Likes Like |Link to Comment
COMMENTS STATS
44 Comments
24 Likes