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pfifla1

pfifla1
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  • Is Intel Going Back Into The Memory Business? [View article]
    Like the thought process. Would like to see Intel get into this business - huge market..

    only issue is memory is somewhat of a commodity business - and those pie in the sky valuations only hold up til competition gets fierce. look at what happened to flash drives, SD cards, ram, hard drives... It seems like it only takes a short period of time for everyone to jump into the business and squeeze the profit out.
    Mar 18, 2013. 02:22 PM | Likes Like |Link to Comment
  • Short The Lemon [View article]
    And LNKD... got my ass handed to me on that one...
    Mar 18, 2013. 02:14 PM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    Yes Paulo - "since how long you are bearish?" There should be an aptitude test to get an account on here!

    This is the guy I want to base my investment strategy on!
    Mar 16, 2013. 06:49 AM | Likes Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    In theory APPL could buy AMZN (cash/debt)- but there is a reason that would never happen... Why finance an acquisition that has no way of paying for itself at any point in the foreseeable future? that is for the shareholders - once top line growth slows this stock will drop 50%...
    Mar 16, 2013. 06:45 AM | Likes Like |Link to Comment
  • Morgan Stanley selects 20 stocks for the long term, based on "competitive advantages, business model, pricing power, cost efficiency and growth": AMZN, AMT, BLK, CPN, CP, CVX, COST, EL, GILD, HON, JPM, LTD, MON, NWSA, PM, RPM, SBUX, SYMC, TMO, WMB[View news story]
    I own CVX and JPM but for the most part think there are better choices for the rest of the list....
    Mar 16, 2013. 05:32 AM | Likes Like |Link to Comment
  • Morgan Stanley selects 20 stocks for the long term, based on "competitive advantages, business model, pricing power, cost efficiency and growth": AMZN, AMT, BLK, CPN, CP, CVX, COST, EL, GILD, HON, JPM, LTD, MON, NWSA, PM, RPM, SBUX, SYMC, TMO, WMB[View news story]
    one should never over pay for a moat... especially when the entry costs are relatively low. I love amazon - as a prime member i buy all sorts of random stuff on there. so when it came to buying a new 70" TV they did not get my business - about 200$ more expensive! So by all means AMZN keep giving me free 2nd day shipment on my 14$ vacuum seal bags. The whole concept is illogical but as a customer its great!
    Mar 16, 2013. 05:29 AM | Likes Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    that's what I am doing... so far so good...
    Mar 15, 2013. 01:56 PM | 5 Likes Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    I will have one of whatever this guy is smoking..!

    let me sell a company that is flush with cash, has one of the largest net incomes in the whole market. and trade it for a company who under-performs in almost every metric except for revenue growth - even that is shaky at best... I don't care if you make a trillion dollars if you can't produce profits I am not your investor.

    Long appl, short amzn
    Mar 15, 2013. 01:55 PM | 11 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    Most annuity companies have been around for over a hundred years - thus have made it through many tough times, chances of them not being around are slim to none. I am personally not an annuity fan unless you plan on getting sued....

    I bought a million dollar whole life policy through a mutual company about 5 years ago - although what it lacks in returns there is a level of security, it will - by no means be my top performing investment but it is relatively safe. Plus at the time I was in a legal dispute with a business partner so i paid the policy in full in 4 years and the payments are protected. There is also a level of flexibility allowing you to borrow from it.. Not a huge fan - but at the time it was a good decision. Its funny there are people that hate or love whole life. everyone who doesn't have it - hates it, everyone who has a policy seems to like them. very divided subject. But as someone who searches for income in the long term - I am on the path of a dividend investor right now.
    Mar 15, 2013. 10:36 AM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    If you were going to add to your BKCC position, what kind of entry point would you look for. I plan on adding some - looking for it in the mid 9's??
    Mar 15, 2013. 10:22 AM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    agreed... I agree with your sentiment about the few areas they do lead the market. but taking that into consideration gets you nowhere near the valuation. Cloud hosting is a whores business, MSFT has no problem losing a few dimes to enter, IBM is going to give it away for free, RAX is going to try and hold market share, that is not a business i would bet my retirement on.

    I just found this odd - AMZN is looking for 300,000 sqft of office to buy in NYC, for what? What is it that AMZN can do in NYC that they could not do in Raleigh or Minneapolis or Nashville?? sounds like an exemplary use of shareholder funds. Similar to the purchase of their headquarters at a price that was stated "the most expensive real estate deal in Seattle history" hrmmm where have i heard this before...
    Mar 15, 2013. 09:49 AM | Likes Like |Link to Comment
  • Buy Sony Hand Over Fist [View article]
    Looks like you were RIGHT - RIGHT AS HELL!!!
    Mar 15, 2013. 07:53 AM | Likes Like |Link to Comment
  • 2 Reasons Why Income Investors Should Ignore Warren Buffett's Dividend Argument [View article]
    Or if you wait long enough you are left with nothing. I will take my divs from XOM and CVX... Sometimes a company with too much cash makes hasty acquisitions - I would prefer to see it in my pocket instead!
    Mar 14, 2013. 10:56 PM | 2 Likes Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    What are your thoughts on another dividend decrease?

    Dropping share price + dividend decrease was too worrisome for me to hold ARR...

    If it re-enters the 5s I may pick some back up.
    Mar 14, 2013. 10:36 PM | Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    There really is no point arguing over credit card fees. Amazon has so many Irons in its fire right now. how many break even or money losing ventures can one company operate at once? is it fair to say amazon is the market leader in every space? They are competing in markets where there are some pretty serious dominant players: APPL in tablets, Rackspace in Cloud, MSFT in cloud, WMT & Target in commercial goods, NFLX in streaming... I have no clue how they can claim prime makes money, I order 3 rolls of food saver bags at 20$ and get 2nd day shipping. its crazy and at some point - the madness will come to an end and people like Paulo will come out the winners. I am short as well but its a small position.

    Not to mention every company i mentioned above actually turns a profit.

    This is someone who hopes they can hang on - loves the services but knows the stock is overvalued (by 120$ at least!)
    Mar 14, 2013. 02:57 PM | Likes Like |Link to Comment
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