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  • Determining Gilead's Fair Value [View article]
    Truer words were never written tedknight.
    Aug 21 01:26 PM | Likes Like |Link to Comment
  • Nintendo: The Strategy Is To Not Pull A Sega [View article]
    Why couldn't Nintendo go third party for consoles and stay first party for their handhelds? They aren't going to win the console war and third party developers (at least any quality ones) are not going to come back in droves to support any new console they have in the next cycle because the specs are likely to still be a downgrade to the XBOX/PS/PC market. Very hard to justify a console if the only thing people are buying on it are first party titles.
    Aug 19 06:14 PM | Likes Like |Link to Comment
  • King -21.4% AH on Q2 miss, guidance; $150M dividend announced [View news story]
    Are you long Ubisoft and or have an opinion currently about their recent performance?
    Aug 13 01:43 AM | Likes Like |Link to Comment
  • Intercept Pharma EPS of $1.51 [View news story]
    Haven't really followed ICPT but the numbers don't seem believable. Would anyone who follows this care to explain the huge gap between revenue and earnings so I don't have to read the call later. I imagine it is some kind of one time situation.
    Aug 11 07:53 PM | Likes Like |Link to Comment
  • Great Margins At A Low Cost: The Case For magicJack VocalTec [View article]
    CALL is unlikely to pay a dividend while based in Israel.
    Aug 9 07:45 AM | Likes Like |Link to Comment
  • ITT Educational Services Can Be Bought At Fire Sale Prices Due To Incredibly Overstated Fears [View article]
    Any ETF's short the for profit education sector?
    Aug 5 01:59 PM | Likes Like |Link to Comment
  • NII Holdings: What Are The Possibilities? [View article]
    Unless they report a deal or partnership for earnings I would wait until after earnings to be long since they will still have a pretty poor quarter financially.
    Aug 2 04:36 PM | Likes Like |Link to Comment
  • American Airlines Can't Buy Stock Quick Enough [View article]
    So which is it the next several quarters or 2017? Because those are two completely different time frames! As I said before DeepValueLover you make some points that are understandable if you don't put a time table on them but when you were arguing for some form of under performance of the airliners over the next several quarters you were making completely outlandish statements with no facts to back up your opinion. Is it really different this time? Yes it is the competitive landscape from all of the M&A has changed the airliners substantially in the past 5 years. The question is whether or not that means the airlines will enter a more stable business environment with less of its historical volatility? No one can for sure say they know the answer to that yet and you have the right to be skeptical whether or not this time it really is different. However your taunting tone and provocative responses are not needed in order to get your point across in a healthy discussion. And as for right now while many people have brought up that they aren't as cheap as the numbers indicate because of their debt load and the questionable nature of buybacks/dividends that company seems intent on doing; It is still reasonable to ascertain that a company like AAL is a buy if only until we have more information on the full macro effects of the American/US Air merger. Have the lions share of the gains already been made? Absolutely yes, but it is still a decent investment at these levels considering how many companies in the S&P have stretched valuations.
    Aug 1 01:14 AM | 1 Like Like |Link to Comment
  • American Airlines Can't Buy Stock Quick Enough [View article]
    When you say "its different this time" you are basically insinuating whether you know it or not that a collapse of the airliners will happen because of the volatile nature of the industry. Then you go on further to clarify that a drop will occur over the next several quarters a reasonable person goes on to assume that you would be making your opinion known that some sort of collapse will happen over the next several quarters. When you make bombastic statements you need to clarify exactly what you mean lest you upset people without explaining your opinion thoroughly. And as far as using a quote as evidence even warren buffet knows that facts need to be supported by the numbers which you have failed to bring any of yet.

    I would have absolutely no problem with your position that airliners are a terrible long term investment based on history if you weren't putting a timeline on when you think it will happen. As soon as you start talking about how terrible an investment is over the next several quarters without backing up your thesis with anything that relates to the companies financials is when you lost any credibility IMHO.
    Jul 31 04:47 PM | Likes Like |Link to Comment
  • American Airlines Can't Buy Stock Quick Enough [View article]
    It doesn't have to be different for you to be wrong. You are arguing for a collapse over the next several quarters without any numbers to back you up. There is nothing to suggest that the airliners cant keep up their performance for the next 1-2 years. Usually when the airliners start to have problems it is because their costs rise substantially compared to the money they bring in. Last time I checked the U.S. was going through the very early stages of an energy revolution and with the union expenses locked in for now there is nothing on the horizon to suggest a collapse is imminent. But feel free to continue to fear monger despite absolutely no evidence to back you up.
    Jul 31 02:42 PM | 1 Like Like |Link to Comment
  • American Airlines Can't Buy Stock Quick Enough [View article]
    Being skeptical of the airlines long term makes sense to me but to state that they are suddenly going to underperform "over the next several quarters"? You could not be more wrong in your assertion. Worst case scenario the airlines and their stock performance remain flattish over the next several quarters.
    Jul 31 02:25 PM | 2 Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    This stock isnt ready to fly yet? Give it some time man. Everyone is freaking out because they crushed earnings and the stock didn't instantly go up 20% AH. GILD has 135+ Billion mkt cap. It is going to take some time. Rich people have to buy into this news have patience everyone. If GILD is still under $100 a share 2 months from now then we can start talking about why the market is pricing GILD the way it is, but for right now everyone needs to take a step back and breathe a little. I keep hearing earnings were priced into the stock price and yet there wasn't one person that I read prognosticating anything over 2.00 a share in earnings. There were very few that were close to that. So what is more likely that earnings were priced in and GILD wont be able to sell its wonder drug for 84 K or is it more likely that wall street is trying to fleece a few sheeple out of their positions? I know which way my money is on and I don't have a doubt in my mind.
    Jul 23 11:44 PM | 2 Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Yes there are arguments now but there were very few 4 to 5 years ago.
    Jul 21 01:03 PM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    There were no AAPL bears before its meteoric rise either just people who kept hoping for a 10-15% pullback that never came.
    Jul 20 11:22 PM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Charles doesn't like GILD but likes RSH. That is really everything that needs to be said. Sometimes being a contrarian can be very lucrative, however this is not one of those times.
    Jul 20 11:18 PM | 3 Likes Like |Link to Comment