Seeking Alpha

pfifla1

pfifla1
Send Message
View as an RSS Feed
View pfifla1's Comments BY TICKER:
Latest  |  Highest rated
  • Intel Investors Should Demand A Refund [View article]
    I think what frustrates most people is that they do not understand the semi marketplace. the road maps for most of these chips is 2-3 years. Sure you can throw tons of money at it in hopes the process will speed up some but there is still a limit. If you are looking for instant gratification head to Las Vegas... Intel will not be a stock that doubles overnight. I do think once new growth in the tablet market is achieved the stock will grow too.
    Nov 22 08:04 AM | Likes Like |Link to Comment
  • King Coal Takes Another Blow To The Head [View article]
    I am not a coal bull but do you really think Nat Gas is the long term solution? Luckily I don't live in a region that produces any as I like to be able to drink the water from my well with out being able to light it on fire. You make it sound perfect but PERFECT it is NOT. Unless you feel poisoning our drinking water is perfectly acceptable.
    Nov 16 10:01 AM | Likes Like |Link to Comment
  • Spirit Airlines: A Solid Derivative Play On The US Airways-American Airlines Deal [View article]
    Everything looks rosy on that chart. Personally I hold JetBlue and find the company suits my investing strategy which is to hold companies I actually like... You could not pay me to fly spirit after a disastrous trip to the Dominican rep. for work. I think the biggest challenge to spirit is itself... It is a terrible airline. Most of the people I know who have flown them are ONE and DONE and would never fly it again. I will gladly pay 20-30% more to fly JBLU or DAL.

    I understand on a balance sheet why leases are not shown as debt but they are obligations and in spirit's case fairly large ones. Omitting them works great for this specific example where you can tout "no debt!" but something that should be noted is they really do have debt - just as obligations to leaseholders... In my opinion leases or financing are both debt... Except when DAL or UAL pays their debt they own the underlying assets. Usually financing requires more cash up front which it has been clear spirit wishes to pay more over time and conserve cash to continue rapid growth. But long term this could end up costing the shareholders more.
    The adjusted debt :$721 million
    Revenue : $1.26 billion
    Debt as % of Rev : 57%
    And with current expansion plans this only stands to grow at a pretty radical pace. You could see lease expenses hit over 400/m/yr by 2017. You better hope all those new routes are profitable.. Also there is no flexibility in leased aircraft, there are a lot of options for owned aircraft to re-position in downturns.

    What I could see happening is LUV allowing Spirit to continue building up some more non standard routes, see how things work out and if they keep growing and making money, Southwest will just come in and buy them like they did with airtran (I miss AirTran)... could be good for shareholders.
    Nov 16 09:18 AM | Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    DE is a great company - picked some up a few months ago. The big question is.... Does our recovery continue or not? If we start to tick up CAT would be another cyclical to look at. DE has the benefit to being heavily tied to farming (among other things) where cat has a huge base in infrastructure and mining. If things start turning around and we see an increase in demand of raw materials CAT's stock will bounce. DE does have the benefit of world population growth and in return demand to increase crop outputs. All of my family is farmers from ND and have always used JD exclusively. Long DE!
    Nov 16 07:34 AM | Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    Chuck I too see things your way. No matter what seems to go on with the gov't my business just seems to chug away, its best not to get too caught up in what the Fed is or isn't doing... sure there are ups and downs and it is normally tied to the fighting in DC over debt ceilings or Obama care but everything always seems to come around in the end. I look at investing the same way. What companies do I think will be around in 10 yrs and in same or better shape than when I bought them?

    I had looked at ConEd a while back and ended up settling for the Southern Company instead. MMM is a great company but too rich for my blood. XOM CVX and COP are great energy plays. Do you see the E-Cigs as being a potential negative catalyst to MO? It seems LO stepped out in front in that market which by all accounts seems to be growing wildly. IMO another few strong dividend champs would be LMT(defense), PFE(Pharma), PG. Thanks for the article.
    Nov 16 07:27 AM | 1 Like Like |Link to Comment
  • Warren Buffett Gets Paid To Keep The Lights On At GE [View article]
    Sometimes it is too easy to live in the past... GE was the first stock I purchased out of college 9 years ago - if i had just sat and held it - I would not be thrilled with its performance. But i prefer to live in the present and ended up quadrupling my position at 9$. GE is one my company's largest customers and even during the turmoil they never missed a payment to us.
    Nov 15 07:07 AM | Likes Like |Link to Comment
  • Keep Selling Tesla: Momentum Is Fading [View article]
    at 182.80 you are grasping for the spare change of what was a massive run up. Just like a 2/1 condo in a mediocre area has a absolute max inflated price so does a stock. Sell before you see it in the low 100s.
    Nov 8 07:41 AM | Likes Like |Link to Comment
  • Insiders Are Selling Intel [View article]
    Wow great correlation... a company valued at over 100BLN and one worth 170MLN. Actions has no "real assets" and hardly any sales.
    Nov 8 07:03 AM | 2 Likes Like |Link to Comment
  • Insiders Are Selling Intel [View article]
    yes we may have said that about NOK but in this case intel owns the data center business and personal PC even if they decline ( i think we will see an uptick in 4Q in personal PC) business is still worth at least a PE of 9.
    Nov 8 06:59 AM | 2 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: A Dividend Gem Hidden In Plain Sight [View article]
    Great company, lots of expansion in the US - hiring more US workers. I have owned a small amount from the mid 30s. will be continuing to buy on dips.
    Nov 6 05:46 PM | Likes Like |Link to Comment
  • General Electric Reveals Order Strength; Registers Record Backlog [View article]
    I think we will see another increase soon.

    Bought GE when everyone hated it in mid 2008. bought more in 2009, and more again in 2011... The only thing that surprised me about this investment is how long people continued to hate a company with huge growth potential in many very high margin business. Bravo GE!
    Nov 1 06:00 PM | 2 Likes Like |Link to Comment
  • For Intel, Microsoft Surface Pro 2 Is A Non-Factor [View article]
    The Surface 2 hasn't even been released yet and its already a "non factor"

    I just bought a macbook air - love most things about it except iOS (yes i know i can load windows on etc...) but if surface 2 was out i would have given it a serious look and still might.
    Oct 31 02:55 PM | 1 Like Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    I know plenty of people who went into banks pretending to be something they were not. Based on the regulations at the time were able to "state earnings" instead of proving them, you need to do a little research on who really loosened up the regulations in the first place. JPM was one of the first to stop doing sub prime prior to the collapse while their peers kept churning it out. Its not the banks that forced these scumbags to lie about how much they made and take on more debt than they could afford. It was their own poor decisions. its time our country takes a little personal responsibility. Without idiots willing to sign on the dotted line for a house that just experienced a 150% increase in price literally overnight thinking there is no ceiling in sight for the price of a 3/2 that backs up to an interstate Sure it is all the bank's fault. Thank god Obama and his band of goons can come in and impose fines that will never get close to reaching the people effected, all while dragging down banks, who will just restrict lending to qualified small businesses and future home owners, further compounding the trouble we are already in. whew D_Virginia you got all the answers!
    Oct 29 11:51 PM | 2 Likes Like |Link to Comment
  • JPMorgan to settle GSE claims for $5.1B [View news story]
    If anyone is attempting to ruin it for everyone it is Obama...

    The banks were just doing as they were told - make everyone qualified or not - home owners.
    Oct 29 11:26 PM | 1 Like Like |Link to Comment
  • Clear Sailing Ahead Likely For The Mortgage REITs [View article]
    You are not kidding. mine is more like 15K but to see almost 40% swing in value does not make me a happy camper....
    Oct 29 10:27 AM | 1 Like Like |Link to Comment
COMMENTS STATS
468 Comments
583 Likes