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zorrow

zorrow
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  • Assessing The Recent Stock Market Damage [View article]
    That rings true. Like most people I had a good 2013--but felt really bad paying my recent overly large tax bill. emotionally I don't want to part with any cash right now.

    I'm also concerned about the character of the House. Its not really pro-business ala Eisenhauer, Kennedy and Clinton. They just seem like sloganeers and posers--despite the fact that all their PACS have the word "growth" in their name. It sure would be nice if the real business comuunity had some luck getting rid of these phonies and we actually had some fiscal stimulus.
    Apr 14 08:44 AM | Likes Like |Link to Comment
  • Assessing The Recent Stock Market Damage [View article]
    Maybe its different this time; but every April it seems like the sky is lousy with "black swans". Somehow the end of the third quarter always clears the skys. I think the computer matrix that drives stock prices likes drama and the resulting volatility--so they can keep "churning" out profits for the partners.
    Apr 12 08:21 AM | 1 Like Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    Ah satire!
    Apr 8 10:14 AM | 1 Like Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    Do you really think that a gas truck coming to your house makes sense?
    Apr 8 09:42 AM | 1 Like Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    Time will tell. I lot of a person's investment strategy depends on how much time they have left. But one other factor I think is critical to Amazon is Jeff Bezos' health. Amazon doesn't have a succession plan. Jeff is the man. Walmart has already survived the transition from founders to professional managers.
    Apr 8 09:22 AM | Likes Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    I like Walmart better. They sell gas and groceries. Amazon will never get in the gas business; and I predict that Amazon's grocery delivery experiment will not fit the grocery purhase patterns of the vast middle class. Eventually the sales tax will have to be collected. Meanwhile, maybe Walmart will figure out how to approach online sales to make them more competitive with Amazon in that market segment. WFalmart pays a dividend and has a reasonable PE--and makes a profit.
    Apr 8 08:24 AM | 2 Likes Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    Its a good trading company-by that i mean you can make a profit on a well timed trade--but you can also bluff in Texas Holdem with an unsuited 2 and 7. I think if anybody else but Jeff Bezos was playing this hand--the bears would eat Amazon.
    Apr 8 12:18 AM | 1 Like Like |Link to Comment
  • FCC docs highlight Gogo's law enforcement surveillance support [View news story]
    If cooperating with government security appparatus is the real reason GOGO took a loss--then its a buying opportunity. The Malaysian flight mentioned above and the Ukraine situation--sentiment for more security will overwhelm sentiment for "resistance" to the security needs of the real world we live in today.
    Apr 7 05:19 PM | 1 Like Like |Link to Comment
  • Cash Is King At Apple [View article]
    Apple stockholders should embarce Carl Ichan. Carl should ingratiate himself with the beneficiaries of the Job estate so he could do what needs to be done for the shareholders.

    Time may be running out. There isn't a company more vulnerable to Chinese government whims than Apple. China has all their designs, China has all their tooling and China has all their skilled workers. Ask Google how that worked out.
    Apr 7 03:39 PM | Likes Like |Link to Comment
  • Cash Is King At Apple [View article]
    Camden, The US government collected about 200 billion dallars in corporate income tax last year. Apple's earnings were about 25 billion. If Apple had paid 100% of their earnings in corporate tax--that would amount to 12.5 % of all corporate taxes. We know that Apple did not pay 100% of their earnings in corporate taxes. So I would recheck my 30% of all corporate taxes figure you presented above.
    Apr 7 02:15 PM | 1 Like Like |Link to Comment
  • Cash Is King At Apple [View article]
    Is the government likely to provide a bonanza (via a tax holiday) to a company that didn't pay any taxes, for the benefit of Apple share holders?

    I remember two Elvises--Rock and Roll Elvis and Fat Elvis. I think Apple is a Fat Elvis stock. ( I think Microsoft was in the same camp--until they finally jettisoned Ballmer).
    Apr 7 11:57 AM | Likes Like |Link to Comment
  • Amazon: Are We There Yet? [View article]
    If Amazon would spin off their the income they get from managing other compny's sites into a REIT type partnership with mandatory distribution of income to investors--I'd buy that. The rest of the company confuses me as to its purpose--is it a Santa Claus machine that drives legitimate profit making endeavours to ruin--while it makes no profit for stockholders? (Or maybe its the next Krupp industries producing the weapons we'll need for the big drone war).
    Apr 7 11:25 AM | 2 Likes Like |Link to Comment
  • The Stock Market Is Rigged! The Stock Market Is Not Rigged! [View article]
    Is there an ETF I can buy that lets me skim transactions of all you other investors? I want in on this.
    Apr 2 08:22 AM | 17 Likes Like |Link to Comment
  • Why SodaStream Is Cheap; Take A Look! [View article]
    How would a PRIME realtionship with Sodastream be different than a prime relationship with a razor blade company?
    Apr 1 07:58 AM | Likes Like |Link to Comment
  • Why SodaStream Is Cheap; Take A Look! [View article]
    Since this is a subscription business--why couldn't Amazon or Zappos buy them? Send the empty tanks and flavor packets by their logistic infrastructure and cut out the expensive retail markup.
    Mar 29 11:57 PM | 2 Likes Like |Link to Comment
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