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Jason Z

Jason Z
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  • Blue Chip, 11% Dividend American Capital Agency May Be A Good Place For Your Money [View article]
    Yep, there's nothing blue chip about AGNC. It doesn't produce any product or services that anyone needs. This company and the entire mreit sector are just arbitrager of interest rates. They still make money for now, but they are not creators of wealth as they don't have a product or service to provide, therefore they can not possibly be called blue chip. Wikipedia says the definition of a blue chip is: a corporation with national reputation for quality, reliability, and the ability to operate profitably in good times and bad.
    Jul 18 04:13 PM | 5 Likes Like |Link to Comment
  • Amazon: Stay Away After Results [View article]
    I don't think you can directly compare AWS growth with MSFT's cloud growth. AWS is the #1 in the market, it's not easy to grow 60% when you are #1. But it's very easy to grow 150% from nearly nothing. Let's see some raw revenue numbers, then we'll get a better picture.
    Apr 25 11:24 AM | 5 Likes Like |Link to Comment
  • Nvidia And AMD Deal With A Disturbing Trend [View article]
    I don't think it's the same, to the untrained ear (me), onboard sound and add-in sound are about the same, you'll need expensive speakers to really appreciate the difference. Very few PC user buy expensive speakers.

    Graphics on the other hand, has a very easily spotted difference between onboard and standalone GPU, the onboard ones are slow as fuck when you try to play any serious game. Throughout my gaming years (15+ years). I've never bought a standalone soundcard, and also never built a PC with just onboard GPU, it's simply insufficient for any serious gamer. I can live with mediocre sound, but can't live with slow/bad graphics.
    Feb 27 12:03 PM | 4 Likes Like |Link to Comment
  • Molycorp: Looks Highly Attractive After The Recent Sell-Off [View article]
    What are you talking about asclepius8? It's much cheaper to send something to China, because US has a huge trade deficit, ships come to US fully loaded, and go back to China just half loaded, the shipping company want as much cargo as they could load both ways, so the shipping cost to China is significantly cheaper (about 1/3 actually, so you are right about the price, it's just the direction should be the opposite). You are right China subsidize exports, but not by shipping cost, they subsidize by tax rebate on exports. Google it "china export tax rebate"
    Oct 15 12:08 PM | 3 Likes Like |Link to Comment
  • 5 mREITs With Mega Yields That Are Here To Stay [View article]
    yes QE3 may result in lower yields, but actually higher book value, and mreits trade at book value usually.
    Oct 10 11:14 AM | 3 Likes Like |Link to Comment
  • Facebook Is Being Frivolous With Its Money [View article]
    You can develop your own WhatsApp for less than $1m, sure. But you can't buy market share. The rest of the $19B is paying for the existing market share of WhatsApp.

    Also, keep in mind, that the Chinese version of WhatsApp (Tencent Corporation) has over $100B in marketcap and is only popular in China.

    I think the only thing they overpaid is on Oculus Rift, it's worth 500M at best.
    Mar 31 03:02 PM | 2 Likes Like |Link to Comment
  • Defense And Offense: How Nvidia Is Taking On AMD And Qualcomm [View article]
    Well I sure hope AMD card that came out 3 months ago would be able to beat a NVIDIA card that came out 3 years ago, otherwise that would be pretty sad.
    Feb 4 03:32 PM | 2 Likes Like |Link to Comment
  • Bitcoin Remains Not Viable And Borderline Illegal [View article]
    Only if you didn't back up your encrypted wallet off site. Otherwise, it can never be seized. Bitcoin does not actually exist in your wallet, it exists as a distributed record that you own these coins, the records exist on tens of thousands of devices world wide. Your wallet contains the "key" to prove that you are the owner.
    Oct 28 01:26 PM | 2 Likes Like |Link to Comment
  • Why It's A Pretty Bad Idea For Microsoft To Buy Nvidia [View article]
    What is all these "xxx should buy NVIDIA" ideas coming from? NVDA will be fine on its own, it has basically obliterate all competition in the GPU business, from 3DFX to ATI/AMD. It currently has a TON of cash, high end GPU will grow for years to come, and it also now has a foothold in mobile GPU and handheld system. The future is bright.
    Oct 14 11:47 AM | 2 Likes Like |Link to Comment
  • American Capital Agency: A Reality Check [View article]
    That's a highly flawed argument. Yes it "was" paying 17% dividend (which has been reduced recently). But it also lost 30% of its book value in a few months, which is reflected in its current stock price. 90% of other companies's stock price went up significantly in the same time period due to the current Bullmarket. If you bought AGNC a year ago, you are not looking at a 17% net gain, but probably a 20% net loss.
    Oct 5 07:18 PM | 2 Likes Like |Link to Comment
  • Groupon - Why You Should Sell The 100% Rally [View article]
    Yes what is Google thinking trying buy the undisputed dominant leader in its field by far, who does 4X more business than the rest of its competitors combined in the US. Who does nearly 50% of Facebook's revenue and only has 5% of Facebooks valuation. What is Google thinking. Good thing DELL is going private, since people can't recognize value when it hits them in the face.
    Jan 15 09:34 AM | 2 Likes Like |Link to Comment
  • Social Media Bubble Update: Is LinkedIn The Next Shoe To Drop? [View article]
    Yes there was a little bit of bubble, but it was popped rather quickly, some of these companies are actually severely under valued right now. Groupon for 1.8B really? they are doing 2.4B annual revenue. I think the fear for a dotcom era bubble was too great and the correction is too steep. These companies are not dotcom bubbles.
    Nov 9 11:54 PM | 2 Likes Like |Link to Comment
  • (Hyper)inflation Isn't in the Cards [View article]
    But the truth is all fiat currency are inflationary rather than deflationary, at least in the long term. In 1972, gold was less than $40 per ounce. Now it is $1200 per ounce.
    Jul 12 12:04 PM | 2 Likes Like |Link to Comment
  • Why Shorting the Market Makes Sense Above 980 [View article]
    Household income is not equal to individual income. There is usually 2 income earners in a household. But I agree $10 hour is too low. Average individual income is more likely around $15-$20.


    On Jun 05 09:11 AM Steve in Greensboro wrote:

    > Thanks, GD, for the interesting article. I was 100% with you in
    > the first paragraphs (about the camoflaged weakness in U.S. banks),
    > but you lost me with the numerical example.
    >
    > Median annual household income in the U.S. in 2007 was roughly $50k
    > (wikipedia: household incomes in the U.S.) which translates into
    > $24/hour or $4,200 per month. Your $10/hour value translates to
    > $20k per year.
    >
    > Housing values are going to be crippled going forward not so much
    > due to slow income growth (although that will be a factor), but rather
    > due to demographic changes (slower population growth in the U.S.)
    > and huge increases in long term interest rates due to monetary inflation.
    > We are beginning to see this play out now.
    Jun 5 09:43 AM | 2 Likes Like |Link to Comment
  • The Danger of Leveraged ETFs [View article]
    Well, in the long run, all the 2X, 3X ETF will go to near zero, because the underlying instrument is options, not stocks, there is time decay.
    May 1 08:57 AM | 2 Likes Like |Link to Comment
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92 Comments
55 Likes