Seeking Alpha

GaltMachine

GaltMachine
Send Message
View as an RSS Feed
View GaltMachine's Comments BY TICKER:
Latest  |  Highest rated
  • The Sky Seems To Be Falling. What Now? [View article]
    Illuminati,

    Great comment. Like so many people who have an alarm system in their house I bought mine after I was robbed :)
    Aug 27, 2015. 03:06 PM | Likes Like |Link to Comment
  • Tesla: Actually, Consumer Reports Just Reiterated The Bear Case [View article]
    "Well, this is simple. Tesla doesn't refresh the car every year, but they will supposedly do a complete refresh every ~6-8 years."

    Fashion and taste is fickle - people always want the newest, new thing so waiting 6 or 8 years to remake it is a recipe for disaster. There is a reason why most companies have a 4 year cycle for cars or sooner.

    To me its already looking a little dated plus you lose the exclusivity of the brand when there are more people driving it which is always part of the snob appeal.

    Anyway for the sake of shareholders they better focus on freshening it up along the way or suffer the further consequences but unfortunately that will likely cost a ton and be one more nail in the coffin of the operational model.

    Great car - terrible business.
    Aug 27, 2015. 12:35 PM | 10 Likes Like |Link to Comment
  • What Every Investor Must Know About China [View article]
    Jeff,

    There was a time when you had high conviction on CAT. What are your thoughts on it now?

    At the current price it looks pretty discounted but it has a very volatile price action and I have no idea where support could be rebuilt in the future. What would the catalyst be?

    Seems like it needs a new investment cycle to get going again. Is the next catalyst the rebound from a recession in China/US?
    Aug 26, 2015. 11:18 AM | Likes Like |Link to Comment
  • Tropical Storm Erika tracking towards Florida [View news story]
    Aarrggghhhh!

    Stupid cone is pointing bulls-eye on my house. Let's hope it is as accurate as an economist's forecast.
    Aug 26, 2015. 09:29 AM | Likes Like |Link to Comment
  • Automaker stocks hit hard by global worries [View news story]
    Yes, yes it does. It was pretty much dead at the recent $280 price. Quite the turnaround in the last 2 weeks.
    Aug 24, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Automaker stocks hit hard by global worries [View news story]
    All of a sudden, and I mean sudden, my put in TSLA is starting to look good. Holy Moley!
    Aug 24, 2015. 09:47 AM | 5 Likes Like |Link to Comment
  • The Case For A 300-500 Point Correction In The S&P 500 - And Still A 'Secular Bull' [View article]
    "You can always count on Americans to do the right thing - after they've tried everything else."

    Winston Churchill

    Read more at http://bit.ly/1U0S7Jd
    Aug 23, 2015. 12:10 PM | Likes Like |Link to Comment
  • Adding Downside Protection To Tesla [View article]
    When a cult stock dies does it make a sound?
    Aug 22, 2015. 11:25 AM | 3 Likes Like |Link to Comment
  • Preliminary data shows US manufacturing activity growth rate slowed in August [View news story]
    "Preliminary data shows US manufacturing activity contracted in August"

    That's a false headline!

    "Contracted" means less than 50.
    Aug 21, 2015. 10:24 AM | 8 Likes Like |Link to Comment
  • Empire State Survey at lowest level since 2009 at -14.9 [View news story]
    What's the point of having consensus forecasts on these things?

    They are only right by accident or trend following - seems pointless if they can't catch a gyration like this.
    Aug 17, 2015. 09:57 AM | Likes Like |Link to Comment
  • Refiners running full throttle could lead to a heavier fall maintenance season [View news story]
    Blame it on the EPA and environmental regulation. If we had one common national standard for gasoline you could simply get gas from other places and prices would fall since the complexity of production would also go down.

    They treat gas like guns you can't carry it across some state lines without getting arrested!
    Aug 15, 2015. 10:46 AM | 2 Likes Like |Link to Comment
  • Tesla Motors prices secondary offering [View news story]
    Out for,

    That is an awesome catch. Always read the footnotes, that's where the truth lies (pun intended)!
    Aug 14, 2015. 10:13 AM | 12 Likes Like |Link to Comment
  • REITs see strong bid as deflationary signals arise [View news story]
    Is a decline in interest rates good for NLY?

    In theory you would always think so but look at the performance over the last few years in a declining rate environment.

    I got in at $9.78 so feeling reasonably comfortable now and frankly I was ready to buy at $16 a couple of years ago!

    I had no idea it could be this volatile - glad I waited. No skill, just luck!
    Aug 11, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • Caterpillar jumps at the open, Barron's says will snap back [View news story]
    If mining rebound is true, why not just buy GDX?
    Aug 10, 2015. 11:11 AM | Likes Like |Link to Comment
  • Annaly Capital Management Just Blew My Mind; Upgraded To A Buy [View article]
    Colorado,

    Do you have a price target on the stock?

    Funny I bought 4,000 shares and wanted to buy more but I am always nervous about too much single stock concentration, however it just seemed like a bit of a no-brainer with the current yield.

    Is it better to buy an ETF of mREITS or buy best in class/value?
    Aug 6, 2015. 04:23 PM | Likes Like |Link to Comment
COMMENTS STATS
1,539 Comments
2,923 Likes