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SoonerTed

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  • North American gas producers are killing their commodity’s big rally by opening more wells, putting the U.S. on track toward record gas supplies this year, according to a Bloomberg analysis. The 44% price rise in natural gas between Sept. 10 and Oct. 30 stalled as Chesapeake (CHK) and others added output in areas such as the Marcellus shale; COP and ECA brought back curtailed output. [View news story]
    Isn't that how the free market works? When prices go up, more capacity comes on line, and the price goes back down?
    Nov 14 01:06 PM | Likes Like |Link to Comment
  • Meredith Whitney an optimist? She still sees a strong likelihood of muni bond defaults and another 10% drop in housing prices, but calls the U.S. economy “dynamic and strong” and predicts a group of states in the heartland - Kansas, Missouri, Iowa, Texas - will benefit from higher oil prices and generate an "emerging markets of the U.S." growth story.  [View news story]
    Our housing market never suffered a hit.
    Oct 18 03:59 PM | Likes Like |Link to Comment
  • Harry Winston Diamond (HWD -4.5%) gives back much of yesterday's gains after CEO Frederic de Narp denies reports the company is looking to sell its watch and jewelry business. [View news story]
    I am glad to hear this news. I bought this stock in 08 not only because it was undervalued, but because of its vertical integration (supply all the way to retail.)
    Oct 18 03:58 PM | Likes Like |Link to Comment
  • Sell AT&T And Buy Sprint [View article]
    The author makes great points, and Sprint makes a great choice for customers, yet Sprint continues to fail to execute. As a customer of Sprint, I often have to get them to correct glaring mistakes on my bill, the customer support is atrocious, and the network is "OK" at best.

    I am a customer of Sprint only because of the cheap plans. I would never invest in Sprint because, time after time, they fail to execute on their business goals.
    Jul 12 09:30 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: 350K vs. 375K consensus (prior week revised to 376K from 374K). Continuing claims -14K at 3.31M.  [View news story]
    These numbers are being played by the administration. How many previous jobless claims reports are revised UP after the fact?
    Jul 12 08:56 AM | 2 Likes Like |Link to Comment
  • Coca-Cola (KO +0.3%) announces that it will split 2-for-1 on August 10 to holders of shares on July 27. It will be the first split for the company in 16 years.  [View news story]
    A split makes the company's stock more attractive to retail investors.
    Jul 10 10:41 AM | Likes Like |Link to Comment
  • Tablets To Overtake Notebooks By 2016 [View article]
    A presentation is consumption, not production. iPads, with all their functionality, still are limited in the ability to produce *new* content. Video editing, professional photo editing, music creation, creating/editing documents, and other things cannot be done on current tablets. (This includes iPads).

    This is where Microsoft (if they can execute) is correct with Surface. For most production, you need a keyboard. Also, can you imagine using Photoshop with just a touch interface?

    To say "most of the software industry disagrees" is factually incorrect. Tablet computing with the cloud is just a modern version of the terminal/mainframe model of computing.

    Consumption is not production.
    Jul 5 09:24 AM | Likes Like |Link to Comment
  • Tablets To Overtake Notebooks By 2016 [View article]
    Tablets are consumption devices, not production devices. This article assumes growth rates will remain unchanged, which I highly doubt.
    Jul 3 12:36 PM | 1 Like Like |Link to Comment
  • Level 3 (LVLT +0.7%) approves the spin-off of its Engility unit - which will lead to lower FY earnings for the defense contractor - and a $0.50 dividend. Level 3 is grabbing a $335M dividend from the Engility, thereby loading the latter with $345M in debt. Engility will start trading on the NYSE on July 18 under the ticker symbol "EGL."  [View news story]
    Level 3 with LVLT stock symbol is NOT a defense contractor. LVLT is a telecom/backbone company that also provides CDN services for companies like Netflix. This story (if you follow the link) is for L-3, which is stock symbol LLL. Please correct the summary.
    Jun 26 09:45 AM | 1 Like Like |Link to Comment
  • Tiffany Shares Look Like A Bargain To Buy Now [View article]
    This is an interesting analysis, but misses the broader macro factors that affect a luxury retailer. The economy is sliding into a double dip (as shown by the employment numbers and the Philly Fed numbers). This stock is headed down lower. A better buy opportunity will be when the American economy slips back into recession. TIF is a good long term purchase, but investors are better served by waiting at least another month.
    Jun 21 06:22 PM | Likes Like |Link to Comment
  • The sell-off in Europe has left in its wake several dividend payers selling for better multiples and offering higher yields than their U.S. counterparts. At 4.82%, Novartis (NVS) yields 90 bps more than JNJ. France Telecom (FTE)  yields 14.9% with a PE of 6.4 vs. 23.4 for its peers. The full list.
     [View news story]
    FTE has already announced they are dropping their dividend, and the ex-date has already passed for the super-high dividend.
    Jun 8 09:38 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) shouldn't ignore the threat of an Amazon (AMZN) iPad rival, Wedge Partners says, asserting Amazon will release an Android-based (GOOG) 10-inch media-centric tablet "that leverages the broad range of content currently offered through Amazon.com." Amazon, of course, is the only contender with a content ecosystem to rival Apple's.  [View news story]
    Because AMZN is in more markets and has a larger customer base than AAPL, it's growth potential is much larger. As AMZN continues to kill off brick and motar bookstores, electronic stores, etc, it becomes the biggest player in multiple markets.

    It makes sense that AMZN's PE would be higher than AAPL.
    May 17 12:28 PM | 3 Likes Like |Link to Comment
  • The Trans Alaska Pipeline is under threat as oil production along Alaska's northern edge dwindles. The pipeline carries less than one-third the volume it once did, and the crude takes five times as long to get to its destination, increasing the risk of clogs, corrosion, ruptures and spills. There's one simple fix: add more oil, which would require drilling in new areas.  [View news story]
    Democrats in the Senate filibustered any attempts to open new drilling. Terry330, you really are just a liberal troll.
    May 11 07:13 PM | 10 Likes Like |Link to Comment
  • Microsoft (MSFT) remains hugely profitable but the Skype deal doesn't change its increasing irrelevance, Barry Ritholtz writes. Microsoft's original genius stems from its license agreements; it was "never a true technology company," and its list of innovations since the rise of the internet is "astonishingly short." The Skype "Hail Mary" is an attempt to buy its way into smartphones, another innovation it "missed."  [View news story]
    I guess the Xbox, Xbox360, and Xbox Live (immensely popular, profitable, and better than PSN) don't count to this author.
    May 11 10:54 AM | 4 Likes Like |Link to Comment
  • The U.S. will hit the debt ceiling May 16, with Aug. 2 marking the ultimate deadline, and emergency measures to avoid a crisis begin this week, Geithner says in a letter to Congress: "Any attempt by either party to use the full faith and credit of the United States as a bargaining chip to advance partisan policy agendas would be irresponsible."  [View news story]
    Why not set it to a kagillion dollars? If we don't use these statutory limits to affect changes in spending, why have them?

    Besides, we have gone past the debt limit before. It happened in the 90s under Clinton and also under GW Bush. There was no catastrophic default. Interest payments will continue to be made.
    May 2 03:29 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
39 Comments
58 Likes