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zorrow

zorrow
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  • Bond Vigilantes Warn Of Round Trip For Mr. Icahn, Nu Skin Stumbles [View article]
    Is that a requirement to post on this site????? Since when?????
    Aug 21 06:17 PM | 1 Like Like |Link to Comment
  • The Puzzle Of SodaStream Accounting [View article]
    Let me be direct--Does the author believe that we may have some "Bernie Ebbers-WorldCom " type accounting going on at SODA? If so, are we looking at fraud? If not how would you classify the accounting activities (your opinion) --overly aggressive? Also are you shorting the stock?
    Aug 20 12:09 PM | Likes Like |Link to Comment
  • Amazon Delivery Drones: Indications Point To India For Beta Testing [View article]
    The other business opportunity I think "Drone-Amazon" should explore is the development with the Military of a standard drone delivered box--maybe 15 to 25 Lbs capacity--with a coded-smart lid. The boxes could be filled with military deliverables and dropped in war zones. The codes to the lids could be sent to field commanders. The encrypted codes would tell the field commanders what is in each "box" and would allow the box to be opened without exploding. The explosive would deny the dropped material to the enemy. These boxes could even form a minefield if proximity fuses were activated.
    Aug 10 01:58 PM | Likes Like |Link to Comment
  • Amazon Delivery Drones: Indications Point To India For Beta Testing [View article]
    Drones could work over desert, marsh, tundra, jungle or open-water. For instance, instead of Alaskan bush pilots having to land --they could drop reusable delivery drones. Blimps could be used as slow moving "central stations to launch drones over inhospitable or difficult to navigate areas. They could be used anywhere logistical cost-benefit would be favorable. I doubt densely populated, well-served, and crowded air space areas are good candidates for drone deliveries.
    Aug 10 01:38 PM | Likes Like |Link to Comment
  • Bond Vigilantes Warn Of Round Trip For Mr. Icahn, Nu Skin Stumbles [View article]
    I can't see why Carl is in HLF, except as a bet against Ackman. However, I trust Carl (maybe "trust" is the wrong word) what I mean is I anticipate that Carl knows what he's doing; will make money, and share it with his investors via IEP--which is a long term holding of mine.
    Aug 10 11:09 AM | 2 Likes Like |Link to Comment
  • Take Profits In Lions Gate [View article]
    IMHO, LGF is speculative--and will always be speculative. You are betting on their past success. I personally don't think you can analyze what that future will look like by trying to anticipate the visible pipeline, but more importantly the ddeals that are going on behind the scenes. I heard box office disaster predictions about "Divergence". It didn't come to pass. This is a stock that you have to have faith in their manaagement and creative persons. You have to trust they know their audiences and that they can discover commercial properties for that audience, and create successful entertainment. Its kind of like being a Broadway angel. I wouldn't invest a substantial part of my portfolio; but neither would I take advice on their creative prowess by somebody who is using "fundamental" analysis.
    Aug 8 09:17 AM | 4 Likes Like |Link to Comment
  • Why I'm Buying Amazon Despite Poor 2Q Report [View article]
    If tomorrow---Friday Aug 8th is another down day --and Amazon drops less than 1%. I might buy some--just on speculation that it will bounce off a bottom--then, I'll sell immediately after I get a profitable bounce.
    Aug 7 03:36 PM | Likes Like |Link to Comment
  • Bond Vigilantes Warn Of Round Trip For Mr. Icahn, Nu Skin Stumbles [View article]
    testing
    Aug 7 09:08 AM | Likes Like |Link to Comment
  • Bond Vigilantes Warn Of Round Trip For Mr. Icahn, Nu Skin Stumbles [View article]
    Ackerman's accusations can be summed up in one word "Duh". Some people like to pretend they're independent business people, just like some people like to do Civil War reenactments. Everybody knows that Avon, Amway, Tupperware, HLF, NuSkin, etc. are social organizaions where pretenD business is conducted. Shout slogans, talk about how the independent business man is so great, pretend you're independent; pretend you're going to get wealthy selling generic "no margin" utiltarian products---Everybody already knows what these company's are all about--BUT ITS NO REASON TO PUT THEM IN JAIL OR CLOSE THEM DOWN. So no US regulator is going to seriously investigate them. Chinese maybe--but not because tthese companies are defrading people--its because their slogans are too out of step with central government attitudes.
    Aug 6 03:26 PM | 1 Like Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    "-Cashflow issues for Rosneft if sanctions go on a very long time (assuming SDRL will expect money transfers in $USD and not Rubles or Chinese Yuan, etc)."

    Yeah, that's what I'm worried about. Nobody needs a deadbeat customer who pays off like an Argentine bond.
    Aug 6 01:58 PM | Likes Like |Link to Comment
  • Walgreen: This Retail Leader Is No Longer A Safe Dividend Bet [View article]
    WAG can always do an inversion, even if it says it won't. The strategy is to let the issue air out during the election--if Congress acts and penalizes the "inverters" retrocatively, then WAG looks like one of the good guys--and hasn't lost anything by delaying action. If Congress (assuming they are the same bunch of ninnies, as now post November) does nothing; then WAG says "well, if you can't beat 'em join 'em"-and inverts. Meanwhile, they make sure they have all their legal ducks in a row for the inversion. If they invert, stock goes up 20%, if they don't--well--all the bad news is already baked in--not much risk--so I bought some.
    Aug 6 01:48 PM | 2 Likes Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    If oil goes down, do these fluctuations affect the plans to build and lease deep water rigs and consequently the rates and revenue investors can expect, specifically, from SDRL?I decided to keep the stock--but I am worried about an invasion of Ukraine by Russia. Sentiment in the US and Europe could turn sharply and make it impossible for SDRL to stay in a relationship with Rosneft. I'm still very nervous--
    Aug 6 01:18 PM | Likes Like |Link to Comment
  • Bond Vigilantes Warn Of Round Trip For Mr. Icahn, Nu Skin Stumbles [View article]
    Is Carl Ichan still in HLF. If so how many shares does he hold? Would all his shares, if he has any, be held in "Ichan Enterprises" (NASDAQ:IEP)?
    Aug 6 11:20 AM | 1 Like Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    Not expecting a reply. I started it by straying off topic. Besides if this thing heats up--just like the Partisans--who resisted Hitler in Italy, France, and other occupied countries--we, in this country, will have to put aside our political differences and fight a common enemy--then, after its over we can return to shouting at each other.
    Aug 6 10:26 AM | Likes Like |Link to Comment
  • Re-Evaluating My SeaDrill Limited Holdings [View article]
    If the current conditions continue or get worse--it definitely feels like a lose-lose-lose situation. I don't even see how Putin wins--to consolidate gains--he would have to occupy Ukraine. That's expensive and fruitless. Everybody needs to take a step back--and work out a compromise--and get back to normalcy.
    Aug 5 09:56 AM | Likes Like |Link to Comment
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