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  • Apple beats estimates, guides in-line, ups dividend  [View news story]
    Revenue of $58.01B (+27.1% Y/Y) - still moving the needle no?
    Apr 28, 2015. 12:23 AM | 2 Likes Like |Link to Comment
  • Yelp Has A Solution To The Google Problem  [View article]
    Ie why are the founders selling? Same reason Bill Gates sells Microsoft on a schedule -- because they HAVE to.

    They agreed to that pre ipo. Maybe this just isn't common knowledge, or maybe people just like to slam companies without doing research first?
    Mar 28, 2015. 06:03 PM | 2 Likes Like |Link to Comment
  • Mitek Systems Revisited  [View article]
    How exactly is Mitek making money from their services? Do the banks pay them each time a customers uses the service?
    May 29, 2013. 10:43 PM | Likes Like |Link to Comment
  • I'm An Irrationally Exuberant Investor In Tesla  [View article]
    The best thing about the batteries though is versatility. They can run off natural gas--and any other fuel that can be turned into electricity. So if the change to batteries happens, there doesn't have to be an infrastructure change again (which is really what is holding EVs back in the first place) as new technologies emerge.

    Speculating, but I'd imagine power plants can/will be able to convert NG to electricity far more efficiently than a single engine could use the NG itself, due to economies of scale. Musk says something along these lines in his TED talk:
    May 23, 2013. 02:40 PM | 4 Likes Like |Link to Comment
  • More on Tesla: The company announces it's offering 2.7M shares (current value of $244M) and $450M in convertible debt due 2018 in a public offering. Elon Musk plans to buy $100M worth of shares - $45M through the offering, $55M through a private placement. Tesla expects $830M in gross proceeds. TSLA now +6.8% AH.  [View news story]
    From a simplistic standpoint the capital raise means the chance of TSLA going bankrupt is lower, which is what shorts are hoping for. Probably more short covering pushing the stock up
    May 15, 2013. 04:49 PM | 5 Likes Like |Link to Comment
  • Think Twice Before Test-Driving A Tesla  [View article]
    The public might fall for that, but the people reading this article are investors; stop insulting their intelligence. Tesla is paying the loan back with interest, ahead of schedule. Better conjure up some other issue to dramatize.
    Feb 11, 2013. 05:02 PM | 5 Likes Like |Link to Comment
  • General Electric: Get In Now To Enjoy Growth In 2013  [View article]
    Any thoughts on their high levels of debt?
    Dec 25, 2012. 11:15 AM | Likes Like |Link to Comment
  • Tesla Motors (TSLA -5.3%) trades lower without any significant news of note out. While there is some buzz out on Tesla reporting itself cash flow positive, SA pointed to Elon Musk's self-congratulatory tweet on that topic a week ago. Perhaps traders are worried that with the public launch of Solar City and Space X firing off commercial rockets, Musk is spreading himself rather thin.  [View news story]
    It's just profit taking, we were long due after such a strong run up
    Dec 13, 2012. 08:32 PM | 1 Like Like |Link to Comment
  • Talk Of Special Dividend And Other Positives Could Power Microsoft Higher  [View article]
    Can someone explain what stops MSFT from repurchasing shares with its overseas cash horde?
    Nov 28, 2012. 05:12 PM | 1 Like Like |Link to Comment
  • Aflac's Hidden Source Of Value  [View article]
    I enjoyed your analysis of Aflac's business strategy, but don't most of these things apply to other insurance companies as well?

    Long AFL
    Nov 28, 2012. 11:18 AM | 1 Like Like |Link to Comment
  • Rare Earths Get Run Over  [View article]
    Any examples of how companies are replacing rare earths in their products? I keep hearing this but have yet to hear actual details
    Nov 15, 2012. 08:51 PM | 1 Like Like |Link to Comment
  • Pres. Obama's re-election doesn't bode well for the odds of a tax holiday on overseas cash, notes Eric Savitz. That's problematic for large-cap tech names such as Apple (AAPL), Microsoft (MSFT), and Cisco (CSCO), which respectively have $83B, $54B, and $42.5B stashed overseas (per their most recent financials). As Savitz observes, there's a good chance some of that cash will be used on foreign acquisitions, especially in light of recent deals such as Microsoft/Skype and Cisco/NDS.  [View news story]
    Someone explain to me why MSFT can't continue to buy back shares with its offshore money?
    Nov 8, 2012. 06:18 AM | Likes Like |Link to Comment
  • A Sober Wake-Up Call The Morning After  [View article]
    bagman432 that is probably true for some Obama supporters. But can you deny that Romney practically shoved moderates over to Obama with the way he campaigned? If he had run as the same man who governed Massachusetts, I strongly believe that he would have won. Blaming "lazy" voters is not seeing the full picture.

    Why didn't he stick with the principles he supported in Mass. in the first place? My opinion: the Republican primary forces candidates so far right socially, that they can't be credible to the increasingly socially liberal society that they must win over in a general election. The Republican party benefited in a huge way from aligning with Christianity in the 70's and 80's, but now that is looking like a metaphorical deal with the devil.

    It's easy to lose sight of this on a website full of informed people like SA, but the nuances of fiscal and monetary policy are outside the understanding of many in this country. How can you expect to win voters over to your fiscal way of thinking if you are pushing them away on the issues that they actually understand? Abortion and the women's vote is a perfect example.

    /2 cents from the eyes of a 21 year old American and would-have-been Romney voter
    Nov 7, 2012. 09:32 AM | 8 Likes Like |Link to Comment
  • Microsoft Looks To China For Growth With Azure Cloud  [View article]
    Is this referring to implementation within the Chinese bureaucracy or what? I couldn't find any specifics in the article, maybe there aren't any yet?

    I agree that changing to a pay-to-use system instead of a one time charge seems very bullish for MSFT, but that's only as long as businesses do not switch to a free option (google docs?) to save money. I'm not sure if that is a realistic switch though, maybe someone can enlighten me?
    Nov 5, 2012. 11:27 AM | Likes Like |Link to Comment
  • Why It's Not Always About Yield  [View article]
    Thanks for the article. As a first year investor (21 years old) I'm curious what someone more experienced might have to say about this strategy that I'm considering.

    I'd like to pursue a DGI strategy, but as we all know most of the typical stocks are hovering around their 52 week highs, and with everything macro seeming to point to a correction sooner or later, it seems worthwhile to wait before pulling the trigger.

    While I did open positions in some stocks that I feel fit this strategy and are attractively valued to me right now (MSFT, COP, AFL), my idea is to put the rest of my cash into high dividend yield options that I feel are safe-ish, and sit on them until corrections allow for better entry into dividend growth stocks.

    I've already initiated this strategy with GGN, which I think should at least stay around its current value and earn a 9% dividend in the meanwhile (7% with the management fee?). I'm considering doing the same with BBEP, which seems like a better holding strategy than just straight cash with its low PE, even if it's trading towards its 52 week highs.

    Any advice is much appreciated.
    Oct 9, 2012. 01:15 PM | Likes Like |Link to Comment