Seeking Alpha

2MuchDebt

2MuchDebt
Send Message
View as an RSS Feed
View 2MuchDebt's Comments BY TICKER:
Latest  |  Highest rated
  • Apple beats estimates, guides in-line [View news story]
    @bjnflicks: a 74% increase in the stock price of a company that has a market cap of around $650 billion? Over what time frame? If it's within the next year, I think you'll be disappointed. I'm not saying Apple won't go up, because I'm sure it will, but $200 is not a reasonable price in the near term. They had a great quarter, but this kind of growth is not sustainable for a company this size. Next year's comps will be difficult to beat.
    Jan 27, 2015. 05:53 PM | 2 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    Apple Watch likely won't be a significant revenue or profit driver relative to the size of Apple's current revenue and profit margins. The Watch may be a hit, but it won't move the needle much.
    Jan 27, 2015. 05:46 PM | 4 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    @Kevin Murphy: I believe twist54 is referring to revenue and profit growth. A huge upgrade cycle occurred this quarter. This kind of growth will likely not be a regular occurrence in the future. It's about growth. Huge quarter for Apple though! Congrats Apple.
    Jan 27, 2015. 05:36 PM | 4 Likes Like |Link to Comment
  • Yahoo beats by $0.01, beats on revenue [View news story]
    Not sure what numbers you're looking at, Bill. I see the figures at the top in the Q4 2014 column. Take another look. Non-GAAP net earnings.
    Jan 27, 2015. 04:19 PM | 2 Likes Like |Link to Comment
  • Job headlines strong, but labor force participation and wages slide [View news story]
    I have yet to read the full report, but on the surface it looks good except for average hourly earnings. It would be nice for workers to have more dollars in their pockets (boon for consumer spending). However, the Fed will probably view this as another positive to keep interest rates near zero for even longer as it looks like the U.S. and the world are in for a period of disinflation (and in some areas deflation).

    Anyone have any comments on the idea that even though the world has pumped trillions into the economy, we're in a dis-inflationary environment? Initially I'm thinking that most of the money isn't being dispersed into the economy as it's being hoarded/credit standards are tighter and therefore the true money supply isn't going up. I would think with interest rates so low money would flow freely to investment/growth projects as debt is essentially being given away for free here (doesn't pay to save). And with the best year of hiring since 1999, what's keeping wage growth in check? You'd think wage growth would accelerate. Thoughts?
    Jan 9, 2015. 09:33 AM | 1 Like Like |Link to Comment
  • General Motors beats by $0.02, misses on revenue [View news story]
    Great products? Check out its recall list for 2014.

    http://cnn.it/1ypjJZV
    Oct 23, 2014. 09:08 AM | Likes Like |Link to Comment
  • One more thing: Here comes the Apple Watch [View news story]
    @Tiger: I agree. Very underwhelming.
    Sep 9, 2014. 03:18 PM | 1 Like Like |Link to Comment
  • Consumer Staples Sector [View article]
    Thanks for the reply!
    Sep 4, 2014. 10:26 AM | Likes Like |Link to Comment
  • Consumer Staples Sector [View article]
    Thanks David. Take a look at the percentages for the mutual funds in figure 2: they don't add to 100%. Also, VDC and VCSAX track the exact same index and have the same returns.
    Sep 4, 2014. 10:04 AM | Likes Like |Link to Comment
  • White House requests $3.7B for border crisis [View news story]
    "...the president announced he would take executive actions to reform border-control laws on his own." This President is scary. He will now do whatever he wants to do under "executive power". Bye bye checks and balances. This President likes to abuse his power.
    Jul 9, 2014. 11:49 AM | 1 Like Like |Link to Comment
  • Jobs gain of 288K; UE rate down to 6.1% [View news story]
    The stock market is only up 0.3%. I'm not a short by any means, but I don't think they're getting violated today. The stock market seems fatigued by such a strong run over the last 5 years, let alone the last year and a half. Job report was pretty good. As rubber duck alluded to above, full-time jobs fell 523k while part time jobs increased 799k. Not the best situation. I'd like to see full-time job gains. Plus, income gains were small (positive 0.25% - LTM 2%) and average work week was unchanged (fourth month in a row).
    Jul 3, 2014. 10:51 AM | 3 Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Bill: very well said. I think people need to understand that the growth rates of Tesla, LinkedIn, etc. are and can be much higher than Apple's growth rate given the size of the companies.
    Jun 11, 2014. 11:13 AM | Likes Like |Link to Comment
  • iOS 8, HealthKit platform announced; iOS device sales top 800M [View news story]
    Home automation could be big but I don't want it and I see a lot of problems with glitches, hacking, etc. I can lock a door and turn off a light. The only way I see this being a positive is if you leave home for an extended period of time and forgot to lock up or turn off lights (which I imagine wouldn't happen very much, or ever, if you're responsible). Otherwise people are just lazy and it has the potential to create problems/security issues.
    Jun 2, 2014. 04:36 PM | 1 Like Like |Link to Comment
  • iOS 8, HealthKit platform announced; iOS device sales top 800M [View news story]
    @Deja Vu: I saw some of the changes to iOS 8 and thought the exact same thing. Apple is certainly taking features of Android and tossing it into iOS.
    Jun 2, 2014. 04:33 PM | Likes Like |Link to Comment
  • Consumer Price Index rises by 0.1% [View news story]
    The price index for health insurance, which gets only a 0.76% weight in the CPI market basket, fell 0.2% for March and the y/y is also -0.2%. Seriously, they are making this stuff up! Possible explanation: "quality adjustments” are made to prices, so that apples to apples comparisons can be made. Health insurance premiums have soared, but if insurees get more coverage for more premiums, then a quality adjustment is backed out of the greater costs. Therefore the CPI does not appear to be a measure of the true “costs of living”.
    Apr 15, 2014. 11:45 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
239 Comments
357 Likes