Seeking Alpha


Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:
Latest  |  Highest rated
  • GM Is Likely To Peak In 2014 And May Become A Good Short [View article]
    The wealthy in China prefer American brands. GM will do well in China.
    Jan 21, 2014. 06:20 PM | Likes Like |Link to Comment
  • Buybacks give IBM a big EPS lift; hardware sales continue plunging [View news story]
    Actually you can conclude that the decline in "growth markets" being less in Q4 as being a positive and that the decline is dissipating. Previously IBM had huge growth in emerging markets for several years and the comparisons have been more difficult.
    Jan 21, 2014. 06:16 PM | Likes Like |Link to Comment
  • Buybacks give IBM a big EPS lift; hardware sales continue plunging [View news story]
    Look at other things besides revenue: total assets, net income, and retained earnings.
    MSN Money is a quick place to go.
    Here you can see 10 years of Ebit, Net Income, Assets going up, while Shares outstanding went down.
    Then you can select financial reports at the bottom left and go look at Balance Sheets and Income Statements.
    Jan 21, 2014. 06:05 PM | Likes Like |Link to Comment
  • Buybacks give IBM a big EPS lift; hardware sales continue plunging [View news story]
    Don't pay any attention to these posts or this page. Every time you read that something is down, after being down last quarter, it is misleading as revenue being down is compared to the previous year same quarter, not to the sequential quarter in 2013. So this page is misleading as well as the posters who are obviously short. The comparisons are being written for the bears. Hardware is expected to be down and the comparisons are not sequential nor are they cumulative.
    Jan 21, 2014. 05:35 PM | 3 Likes Like |Link to Comment
  • General Motors Is Still Undervalued [View article]
    GM is down over 8% from its high. It seems to me that people waiting for a correction would be buying the stock, especially with the 3% dividend. I believe around the day it hit its high, there was an article on this website where someone said that there were no more catalysts for the stock. Earnings are in 2 weeks. That will be the catalyst to buy the stock, depending on how analysts like what they hear. The one problem I see is that Q4 is the worst quarter of the year but somehow analyst expectations are for a high EPS of .87 when last year they only reported .48. I believe analysts are wrong to expect a gain of 81% in earnings when we have had such bad weather. Perhaps GM will make this high number with global sales. I am just holding my stock as I have no intention of selling for years to come and re-investing my dividends as it is in an IRA. The stock is certainly cheap. I can't think of any reason to sell it. If it continues to go down, I will begin to add to my holdings. The only reason I am not adding here is diversification of my holdings. If I did not have a large position in GM, then I would begin buying here because I think $37 will be the low if people keep selling. I would like to know why people are selling.
    Jan 21, 2014. 02:04 PM | 2 Likes Like |Link to Comment
  • Reiterating My Big Cap Stock Thesis: Swing Trading [View article]
    What I like about IBM is that there is news almost every day, so you could just buy on the daily low and sell on the high.
    Jan 17, 2014. 05:00 PM | 1 Like Like |Link to Comment
  • The 2013 Value Stock Screen Performances [View article]
    I looked up earnings, expected earnings growth, P/E, forward P/E on all of the stocks. You can't claim that it is a Value screen if you ignore P/E and earnings going forward. That is what Value means.
    There are a few that are value stocks: I own GLW but it's a tiny position. XRX is reasonable but IBM is a much better company. VLO and COP look cheap but I own SLB. HPQ has a low P/E but is cheap for a reason. So I'm not changing my portfolio with these stocks.
    Jan 17, 2014. 03:04 PM | Likes Like |Link to Comment
  • Another Take-Two Catalyst Coming Up [View article]
    In January 2013, while being dissolved, THQ sold the rights of the WWE wrestling games series to Take-Two.
    In March 2013, Karl Slatoff, chief operating officer of Take-Two Interactive, revealed that the company has an "extensive pipeline of unannounced titles in development," along with the announced Grand Theft Auto V and Agent games in development. While he did not share any further information regarding the game, he did mention that the Red Dead, Mafia, Borderlands, L.A. Noire and Max Payne franchises as being important to the company.
    On December 2013, former Marvel editor-in-chief Bill Jemas announced that he had joined Take-Two to start a "graphic fiction imprint".
    From Wikipedia.
    Jan 17, 2014. 11:25 AM | 1 Like Like |Link to Comment
  • Another Take-Two Catalyst Coming Up [View article]
    One of the games my son got for Christmas.

    NBA 2K14 was just recently awarded as the best-selling sports game in the United States for next generation consoles, the Xbox One and PS4. The title outsold Madden NFL 25, FIFA 14 and NBA Live 14, according to the NPD data. The title was overall the top selling game on both next gen consoles too and the sixth best selling title when all console versions are added in, according to USA Today.

    NBA 2K14 is outselling the NBA 2K13 with the next gen versions of the title, which 2K Sports announced to be a pleasant and surprising revelation. "If you see the current generation and the next gen of NBA 2K14 together, we have actually sold more units combined than we did in 2013 on only the current gen," Take-Two President Karl Slatoff said, PlayStation Lifestyle reports.
    Jan 17, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • The 2013 Value Stock Screen Performances [View article]
    It's history is EPS up in 2006 and down ever since. 2011 to now looks better, but the first whiff of an economic downturn and you better get out. Very low growth. I think individuals don't know when to sell and will likely lose money this year.
    I'm editing my comment because actually they have delivered earnings surprises this past year. So with low expectations and beats, the stock has done well. It has had a good run though and is risky if we hit a sell-off.
    Jan 17, 2014. 09:24 AM | Likes Like |Link to Comment
  • The 2013 Value Stock Screen Performances [View article]
    I am not buying this. Most of these stocks are over-valued.
    Jan 17, 2014. 09:13 AM | Likes Like |Link to Comment
  • General Motors Is A Compelling Dividend Stock To Own Right Now [View article]
    Depend on the outlook for GM when they get close to $50 and what else you own. I would start thinking about it at $48.
    Jan 16, 2014. 08:29 PM | Likes Like |Link to Comment
  • The 2013 Value Stock Screen Performances [View article]
    Look at the P/E. Many of these 2014 stocks are not value stocks. I cannot figure out why they were selected.
    Jan 16, 2014. 07:41 PM | Likes Like |Link to Comment
  • Hewlett-Packard Has 50% Upside, General Motors Lacks 2014 Catalysts, And What's Next For The Market [View article]
    General Motors Lacks 2014 Catalysts? There will be earnings reports and sales numbers and they will likely be good, while HPQ's will likely be bad.
    Jan 16, 2014. 07:37 PM | Likes Like |Link to Comment
  • What The U.S. Steel Industry Thinks Of Ford Motor's Aluminum F-150 [View article]
    Corrosion does happen on aluminum. That is one of the things being discussed in other forums.
    Jan 16, 2014. 07:27 PM | Likes Like |Link to Comment