Seeking Alpha

Heinz Doofenshmirtz

Heinz Doofenshmirtz
Send Message
View as an RSS Feed
View Heinz Doofenshmirtz's Comments BY TICKER:
Latest  |  Highest rated
  • The 10 Best Stocks For The Next 10 Years [View article]
    McDonalds is perennially near the top of the Gardner Supply Chain Rankings, so I do agree that it has the wherewithal and resources to reinvent itself.

    However, while McDonalds may be a company everybody loves to criticize, at a P/E of 20, I wouldn't categorize MCD as a stock the collective investment community loves to hate.

    (Oh, I'm long KMI & your MTN Group Ltd & Telefonica S.A. ideas intrigue me.)
    Apr 17, 2015. 04:12 PM | Likes Like |Link to Comment
  • Why Amazon's Dash Button Will Flop [View article]
    After reading this article, my reaction is, "Well, duh!"

    But I wouldn't have thought that before reading the article. Conclusions that are simple and obvious in hindsight are usually the best kind.

    I'm an Amazon shopper. I sort by "Price-Low-to-High". Which often returns a price range for the product covering a number of different options. If the low end of the price range is in the "deal" range, then I click on the product to see if my desired options (e.g. size, color) are priced as a deal. If not, I pass.

    Oh, and this article made me think to ask Google if it had an API to search it for price deals. Apparently not, but there are sites that seem to do screen-scraping and do the hard work for you.

    http://abt.cm/1bPHMLL

    All this knowledge on someone else's penny! Cool!
    Apr 1, 2015. 03:01 PM | 4 Likes Like |Link to Comment
  • Apple Could Go Down In The Class Struggle [View article]
    Actually, Dana, I take your analysis to be all about the "those people"--the Apple fanbois--that you think are like Yurtle the Turtle and have a need to see themselves as on the top with an Apple product and are willing to pay a middle-class reachable price for that vanity :)

    Interesting take on the Apple customer base. I'm not going to act upon it, but if nothing else, your article gave me a chuckle.
    Mar 30, 2015. 04:09 PM | 1 Like Like |Link to Comment
  • Dive in corn prices has farmers planting beans [View news story]
    Beans, beans, the magical fruit...
    Mar 30, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    Me no how to spell "there". Sigh.
    Mar 25, 2015. 02:23 PM | Likes Like |Link to Comment
  • Nobody Wants To Be Seen In A McDonald's: Problem Or Opportunity? [View article]
    When I think of McDonalds, I think of a not-so-healthy Quarter Pounder and Fries. When I think of Chipolte, it's a healthy burrito (if you go without the wrap or adjust your daily caloric count for its near 500 calories).

    On the other hand, McDonald's has always been near the top of companies with the top supply management chains, and if minimum wages ever got pushed up to the $15/hr that's been bandied about, I would think that McDonalds would be one of the lead innovators in substituting automation for low-skill labor.

    Then I look at that ~20 P/E, and it seems as if Mr Market has adopted the latter perspective, that McDonald's will have no trouble adjusting.

    I'm not gonna pay a multiple of 20 for "no trouble adjusting".
    Mar 25, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    As did I (went longer), same day.
    Mar 24, 2015. 04:49 PM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    Agreed.

    As Steve Jobs used to say, "Simple can be much harder to achieve than complicated, but when you get their, you can move mountains."

    If Microsoft comes reasonably close to its goal of refactoring its code such that most redundancies between desktop, web, and mobile platforms are eliminated, not only will it offer developers a write-once, deploy-anywhere environment with fewer constraints than other ecosystems, but it will also become much more nimble itself.

    Furthermore, call me a Microsoft fanboi, but I just can't see spending $600-$800 on a phone (the car) when the data service can be had for $300/year at T-Mobile (the gas). I could see forking over that kind of dough to get the best experience when wireless would cost about the same, but now I think the "best value" point is $100-$200 and do it again when a better option comes out (without breaking the bank).

    I'm happy with my Windows apps, and I gotta believe the WinPhone will gain market share at the bargain point when Windows 10 comes out.
    Mar 24, 2015. 04:49 PM | 5 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Well, we could look over the pond to Europe to see how they do it over there.

    And look carefully. Little job creation over the past 30 years.

    Oh, and as to who is going to pay for it? Guess who leads the OECD countries with the highest percentage of household taxes* paid by the Top Ten Percent? Did you guess the US?

    If we're going to go to a European-level of taxation, the middle class had better get ready to pay its fair share, because in the US, the upper class has always been the target, and you can only go to that well so often, as the European taxation model proves in practice.

    *Household taxes includes all taxes paid by households, including Social Security, Medicaid, etc.
    Mar 23, 2015. 01:10 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Keep in mind that other than for those that qualify under present law to the current payments (as long as that law governs), entitlement recipients HAVE NO IRREVOCABLE CLAIM to their future entitlements.

    There is a social contract, which is enforced by politics alone. But when/if the situation gets bad enough that the politics favor cutting entitlements for the older retired class over increasing the burdens on the young producing class, then entitlements will be cut.

    It may produce an equilibrium that is based on the young vs the old, but the degree of freedom is there to "solve" the problem. It won't be pretty for many that are expecting more out of Social Security, et. al., but when the markets start telling us there is not enough money and these alternative measures need to be tapped (entitlement reductions or tax increases), they will be tapped.
    Mar 23, 2015. 01:02 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    In a bankruptcy, the rights of the creditors to their cashflows are reduced by some percentage/function.

    Now technically, no one other than those that qualify for benefits in the current year under present law has a legal claim on Social Security or other entitlements. But under the intuitive social contract, we paid our social security/medicare taxes, we are due our payment streams when the time comes.

    "And there is quite a bit that can be done to make this more palatable, like ...increasing the retirement age and/or means-testing benefits."

    Those are bankruptcy events.
    Mar 20, 2015. 01:26 AM | 1 Like Like |Link to Comment
  • Uncertainty Allows For Great Investment Opportunity In U.S. Silica [View article]
    Good company facing stiff headwinds unforeseen a year ago.

    The type of company that can weather the storm and shine when the sun comes out.

    When will the sun come out? I don't know. I'm a long term investor and I like this bet.
    Feb 27, 2015. 09:38 AM | 4 Likes Like |Link to Comment
  • Will The Tablet Upgrade Cycle Ever Get Here? [View article]
    Arrghh. Editing period timed out.

    I with the author that the war is never ending. Imagine the upcoming cycle/generation featuring gesture recognition in tandem with the mouse/keyboard/touch. Nobody is there yet at consumer prices, so I don't see how you can declare that war over when it hasn't been started.
    Feb 17, 2015. 05:05 PM | Likes Like |Link to Comment
  • Will The Tablet Upgrade Cycle Ever Get Here? [View article]
    I think another big reason that tablet sales have leveled off is that once folks have one, they have something concrete to compare usefulness between products at concrete price points.

    "That mobility thing is great at times, but when I have to sit down to do a long stretch of work, I like to do it in front of a large 24-30-40-50 inch screen monitor."

    Now if you want to do that on the cheap, you can buy a 10-inch Asus Transformer Book T100TA for $245 and a ~20s inch monitor for the low $100s

    http://bit.ly/1vTFtk0

    http://amzn.to/1vTFtk1

    Throw in a real mouse, real keyboard, and a micro-HDMI-to-HDMI cable for another ~$100 (less if you have them on hand), and you've got a tablet that can act as a full desktop for under $600.

    EDIT: Or you could go dirt cheap with a $60 WinBook TW700 Tablet built with a BayTrail processor. http://bit.ly/1vTGHvD
    Feb 17, 2015. 04:38 PM | Likes Like |Link to Comment
  • Anti-austerity Syriza set to sweep Greek elections [View news story]
    I agree.

    This is a necessary tourniquet. Painful, but in the long run, the increased accountability of more but smaller, more cohesive government entities will be better for Europe.

    "The Euro was a mistake."
    -Of Obvious, MS
    Jan 26, 2015. 01:43 AM | Likes Like |Link to Comment
COMMENTS STATS
292 Comments
436 Likes