Seeking Alpha

bondstevenbond

bondstevenbond
Send Message
View as an RSS Feed
View bondstevenbond's Comments BY TICKER:
Latest  |  Highest rated
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You! [View article]
    Hello Chuck,

    Thanks for the interesting article on FAST graphs.

    I have been reading the 2014 BIS Annual Report about their concerns that the global financial system continues to carry too much total debt/GDP even while equity market increases outpace lackluster GDP growth. As I'm sure you know, academic studies point to high credit quality companies outperforming low credit quality companies during periods when defaults are rising. Given how tight credit spreads are, and how high total country debt/GDP levels are, would you consider a credit rating filter a good addition to your FAST graph screener to help us avoid companies with all but the most pristine credit ratings prior to the next downturn driven by balance sheet deleveraging?
    Jul 10 11:33 AM | Likes Like |Link to Comment
  • China Telcos Set To Tamp Down Competition [View article]
    Thanks for the article. For investors concerned that China will not maintain better than 6.5% GDP growth in the midst of shadow banking deleveraging do you still believe the telcos like CHL will be able to produce expected earnings and are about the safest way to play China over the next few years?
    Jun 7 08:24 AM | Likes Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    Chuck,

    Honest question. I am intrigued but a bit confused. Isn't it obvious that the aristocrats beat the market ex-post? Isn't your argument like saying, "The best stocks have beat the market in the past?" What does that tell us about the future? Have you tested this strategy ex-anti? Out of sample?
    May 31 08:58 PM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Opps I did it again! I clicked on a Blair...
    Shoot me baby one more time!
    May 27 10:31 PM | 5 Likes Like |Link to Comment
  • Apple: Tim Cook's Brilliant Move [View article]
    Ashraf, please note, TC mentioned new product "categories", not a single new "category". IMHO "reasonable" investors should interpret this as a watch plus something else.
    Feb 7 02:29 PM | 1 Like Like |Link to Comment
  • NYSE Margin Debt As An Indicator Of Long-Term Movements In S&P 500 [View article]
    Interesting charts. I am following you. Checked out your ABC indictor but I think you will need to provide some details about how it works before people like me show interest. Thanks.
    Jan 23 12:09 PM | Likes Like |Link to Comment
  • Apple Isn't Dead [View article]
    Ashraf,

    An excellent but infrequent SA author has correctly pointed out that one of the best predictors of AAPL's future growth rate is to study its steady, double-digit growth curve in iTunes and services. You may find that AAPL deserves a higher 5-year growth rate, as well as a higher multiple for its Google-like subscription model. It is monthly recurring revenue. I believe this will become more apparent in a year or two as Apple leverages its security features, in-door mapping, and iTunes accounts for mobile payments.
    Dec 26 09:09 AM | 5 Likes Like |Link to Comment
  • 8 Reasons Cirrus Logic Has 50% Upside [View article]
    Thanks guys just upped my position in CRUS
    Dec 24 10:45 AM | 1 Like Like |Link to Comment
  • Smartphone Subsidies May End; Apple Might Suffer Withdrawal Symptoms [View article]
    "I turned bearish a few weeks later when the trends showed Apple losing market share quite rapidly and growing at rate much less than the industry."

    Michael,

    Brand matters more than marketshare. Don't believe me? Give a Tijuana handbag to someone you love and tell them it's Burberry.
    Dec 23 11:13 PM | Likes Like |Link to Comment
  • Smartphone Subsidies May End; Apple Might Suffer Withdrawal Symptoms [View article]
    "I turned bearish a few weeks later when the trends showed Apple losing market share quite rapidly and growing at rate much less than the industry."

    Michael,

    I can prove to you that brand matters more than marketshare. Give any woman in your life a Tijuana handbag and tell her it's Burberry. Let us know how it goes.

    Dec 23 11:06 PM | Likes Like |Link to Comment
  • China Mobile Faces Declining Profits In 2014 [View article]
    Doug,

    To what extent is CHL driven by the interests of the Chinese government rather than the interests of CHL shareholders? Are the two interests truly aligned?
    Dec 19 09:37 AM | 1 Like Like |Link to Comment
  • Apple, China Mobile sign iPhone deal: WSJ [View news story]
    Give me a break. If you are 50 you might be older than him.
    Dec 5 01:56 AM | Likes Like |Link to Comment
  • China Mobile Limited Is A Buy With 30% Upside [View article]
    Thanks for the detailed article. I will follow you. I am long CHL, CHU, CHA, DCM and VOD to gain beta to global mobile smart phone growth. I am thinking of selling CHA and maybe CHU too immediately after DCM reports its earnings. I suspect CHA and CHU could benefit from a blow-out sale of iPhones on DCM's network. Any thoughts? Thanks again.
    Dec 4 10:48 AM | Likes Like |Link to Comment
  • Intel's Mobile Roadmap Is Incredibly Strong [View article]
    Thanks as always for the timely and thoughtful piece, Ashraf. After reading Bill's ying and I am delighted to follow it up with your yang. Love to see you two heavyweights going face to face, and I'm quite grateful to both of you making me a more informed investor in the tech space.
    Nov 22 06:35 AM | 6 Likes Like |Link to Comment
  • Intel: Reducing My Dividend Raise Prediction [View article]
    Thanks as always for your sensible piece, Bill.
    Nov 20 07:58 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
160 Comments
217 Likes