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WildKiwi

WildKiwi
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  • mREITs Have Bottomed: Why Investors Should Consider This Dividend King [View article]
    The central thesis of this article is entirely based upon the premise in these two statements:

    "But I think we have seen the last of the cuts, provided the interest rates don't suddenly spike once more."

    "I think the dividend is safe so long as the market does not tank and interest rates continue to stay low, or move with little volatility."

    Yet you've not given any consideration to the prospect of future interest rate rises. All you've done is look into the historical 2013-2014 performance. Economies are cyclical - lowered interest rates spurs economic growth and inflation, which eventually causes rates to rise again to counter inflation. So the key issue to consider is when rates will rise again, this year or next? You should be tuning into Jackson Hole on Friday to get an indication of expectations from Yellen.
    Aug 21, 2014. 04:17 AM | 3 Likes Like |Link to Comment
  • Double Digit Return In 30 Days With Western Asset Mortgage Capital [View article]
    He is right, this stock and others like it are all about timing
    Aug 4, 2014. 03:59 PM | Likes Like |Link to Comment
  • More pain for Russian tech/telecom stocks [View news story]
    VIP is domiciled in NL and has operations all over the world. Hardly a Russian stock, per se.
    Jul 21, 2014. 05:51 PM | Likes Like |Link to Comment
  • Windstream: Why Investors Should Brace For A Dividend Cut [View article]
    No mention of the massive CAPEX program to build-out the new fibre-to-tower network that just came to an end. Is the author trying to short the stock?
    Jul 16, 2014. 10:11 AM | 10 Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    Buying at these prices is simply paying for someone else's capital gain
    Jun 29, 2014. 06:40 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    Absolutely! No company can grow in perpetuity. It's a fun park, catch one ride, then move to the next attraction.
    Jun 29, 2014. 06:39 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    I'd rather sell too early than too late
    Jun 29, 2014. 06:38 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    Yes, I took the profits and ran after a nice run-up since last summer. Stocks prices remain high historically and may be due for a correction this year rather than this becoming the new normal. An excess of dry powder is a happy problem to have. I agree with one of the comments that blue chip dividend stocks are less prone to a major correction, getting in ex-div is a viable plan. Overly-volatile mREITs are also a good play, given that they sell ex-div at a price lower than the price-dividend. I'm actively looking for good value investments too - for instance IBM is attractive at these levels.
    Jun 29, 2014. 06:37 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    Sold almost everything, hard to find bargains.
    Jun 10, 2014. 03:20 AM | 5 Likes Like |Link to Comment
  • Oracle's Shares Are Worth North Of $40 Each [View article]
    You lost me when you stated that Adobe is a peer of Oracle.
    Jan 30, 2014. 03:14 AM | 1 Like Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    A new iPhone in May would be ludicrous - it would harm existing 5s sales and miss the Nov-Dec holiday season surge.
    Dec 30, 2013. 08:04 AM | 3 Likes Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    This only confirms what is already known; iPhone owners have money, Android is for geeks and the poor. But it doesn't imply anything about market share in terms of units sold. Basic goods like Samsung will always outsell the premium segment in terms of volume.
    Dec 30, 2013. 08:02 AM | 1 Like Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    My take:
    In the next 6 months AAPL to stay in current range and move up due to major revenue growth. But beyond that growth will tail off.

    The 5s is such a fantastic product (hype + speed + camera + packaging + iOS7 newness + "exclusivity"). The 5s is sufficient for all user needs and there is little need to replace it in the next 24 months. The device has sturdier casing than the previous models so it may take 4-5 years for wear and tear to take effect. And phone contracts are typically 24 months. The only catalyst that can trigger a pre-mature replacement cycle is a new model with a bigger screen + bigger battery - the 2 major drawbacks of the 5s.

    This means the next major replacement cycle is 2-3 years out from now. And this line of reasoning helps to explain why the 5 was not as successful because it fell between the 4s to 5s replacement cycles, causing the stock to crash at Oct 2012.
    Dec 30, 2013. 07:59 AM | Likes Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    And luxury cars too. Apple is a luxury good, the high price tag is part of its appeal. Geeks and the poor buy Samsung, but the aspiring consumers buy Apple.
    Dec 30, 2013. 07:44 AM | 8 Likes Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    It is questionable how much CHL needs the iPhone subscribers, the ARPU for 2G subscribers is higher because they use voice and SMS services. Smartphone subscribers use OTT apps which displace traditional traffic revenues. Paying high handset subsidies to Apple and converting the 2G subscriber base to 3G/4G is hardly an attractive proposition for CHL.
    Dec 19, 2013. 02:28 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
96 Comments
119 Likes