Seeking Alpha


Send Message
View as an RSS Feed
View MohanTX's Comments BY TICKER:
Latest  |  Highest rated
  • 3 Industries Apple Pay Will Destroy (Podcast) [View article]
    Where is the article....
    Sep 16 07:29 AM | 1 Like Like |Link to Comment
  • Is It Time For Southwest Airlines To Charge For Luggage? [View article]
    This is a non essential article. I am sure LUV management considers it often.

    Generally, Southwest fares are lower than the legacy carriers and their fares are displayed, so that non business travelers can take advantage of cheaper fares.

    My son and daughter both below 30, use Southwest all the time. Fare structure is simpler...
    Sep 15 06:05 PM | Likes Like |Link to Comment
  • Apple Pay And The iOS Wealth Advantage [View article]
    Apple Pay will generate revenue for Master Card, AMEX etc....These credit card companies will give a kick back to AAPL.

    Is this not what will happen ?

    A clothing store will have a gizmo that can read APPLE PAY, just like SBUX has now.
    This store will not part with extra commissions. Apple will get part of these commissions. A lot of millennium young adults may not want to carry credit cards. Just use AAPLE PAY. The revenue is huge for the store and AMEX. Part of this commission will go to Apple.

    Sep 15 03:05 PM | Likes Like |Link to Comment
  • Scale Is Opportunity At Apple [View article]
    Do not understand the drop of 5 percent in one day. Was it stock manipulation or was it a rational response to issues with iCloud. I guess Apple 's scale has made it a target for hackers. Why would anybody store their private pictures...
    Privacy does not exist anymore. When your web surfing is used to sell ads to you. DONOT CLICK ON THESE ADS AS WELL NEVER BUY THAT PRODUCT.
    Sep 8 07:19 PM | 2 Likes Like |Link to Comment
  • Bitauto: Positioning To Capitalize On The Pre-Owned Segment [View article]
    Do they plan to enter US market...
    Aug 20 06:19 AM | Likes Like |Link to Comment
  • General Electric Finds Unlikely French Ally, Now Poised To Bag Alstom [View article]
    Before SA readers buy either or Siemens, we must understand that these companies will not increase profits by 100 percent in next 5 to 7 years.
    Except for dividend what is to like
    May 15 06:40 AM | Likes Like |Link to Comment
  • The Coca-Cola Company: A Bond Market View [View article]
    A very scholarly work. Hard to believe so much data is being created to evaluate credit risk. Congratulations. I believe a number of USA corps may have lower risk than FED that prints this money.
    Mar 29 05:09 PM | Likes Like |Link to Comment
  • Cisco jumps onto bandwagon in the cloud [View news story]
    Another company jumping into cloud based services. So, many companies in this space, will make profit margins lesser...Much lesser.

    Incremental profits may not be that significant....IMO.

    IBM will sell its Cloud business to Lenovo...within next six months..HA HA.

    IBM may not be able to generate incremental sales and profits...
    Mar 24 07:03 AM | Likes Like |Link to Comment
  • CIRP: iPad upgrade cycles longer than iPhone cycles [View news story]
    I think the obvious upgrades and improvements have been implemented.
    Verizon told me that I should pay them like $140 per month and I will get the new phone, as soon as it comes out....

    This would not be accepted by baby boomers. But, younger people may accept this.
    Apple is a mature company..Unless they have a new and expensive gadget, I do not see stock double..
    Mar 22 08:31 PM | 1 Like Like |Link to Comment
  • Is GE Getting Pricey? [View article]

    GE is a stable business. They are reducing exposure to financial services.

    In my opinion, GE will not outperform SPY... in my opinion.

    I can not expect the earnings to increase much more than SPY...

    Buying SPY is safer due to inherent diversification and exposure mid cap companies that will be included every year and low performers are dropped....
    Mar 19 06:29 AM | 3 Likes Like |Link to Comment
  • Is Kinder Morgan A Good Dividend Pick? [View article]
    Which of the three is best for after tax accounts. Are they suitable for IRA accounts... Please advise...
    Mar 19 03:48 AM | 1 Like Like |Link to Comment
  • Markets Digesting Change In Conversation's Tone [View article]
    The money has been and will continue to be printed. That is how the world works. In 1970, a buick cost $ 3250 and now it is ten times that. Gas was 31.99 cents per gallon when I left my campus in 1972. It is 10 times that. Housing has also inflated.

    What all the banks and governments do, is give an illusion of stability... Very difficult to invest your capital that grows above the inflation... Real Estate has been a good inflation hedge, as a lot of people borrowed money at low interest rates.

    From that perspective, what is going on in Europe, Russia and China makes sense. Japan was the king of capital and success till early eighties. Russia can not be a big successful economy. They are a resource based economy and most of their goods and services do not compete well. Russia is doomed to have a lower profile because of economics. They will not have competitive Air-force or Navy. A whole lot of tanks can be destroyed by bombing through air. But they can play bully for a long time in their neighborhood.

    Euro will go away, as a lot of countries in Euro zone will not be fiscally responsible. The only way to handle it is let them have their own currency and let them devalue it, if they do not act responsibly.

    A country with fiscal discipline like Germany will gain strength and power. And, that is why they were so strong in 20th century. And, they are flexing their fiscal muscle again. They can tell Russia to back off more effectively than US. They can stop buying their gas as well as other goods. And, unemployment in Russia will double. And, let us understand that Ukraine has not behaved well...

    US is doing a so so job. If they can just stop wasting money and people on countries like Iraq and Afghanistan. Can you imagine if we were less civilized and told Iraq that we will manage their oil resources and give them a percentage of production to manage themselves. But, this was not and will not be considered seriously.

    So, we let inflation slowly destroy the standard of living in all these countries, including USA.
    Mar 17 04:49 AM | Likes Like |Link to Comment
  • Kinder Morgan: Some Good News And Some Bad News [View article]
    I agree with your concerns and conclusions.

    The Eagle Ford production is very light. Gas oil can be a feed stock for Ethylene Plants in Houston area. I was involved in starting up a large ethylene plant in Baytown, TX. There are so many ethylene plants in Houston area and many more will be built to use the gas production from Shale world. All the fertilizer plants that were shut down and mothballed in late 70's can be used again. But new ones will be built, as current plants are a lot more efficient.

    All the gas pipelines may be bringing gas back to Texas and reverse the flow of gas since 1950's. What I am saying is that shale oil and gas production is disruptive to petrochemical economics. And, these MLP's can invest money in these projects and make money. Big Oil will partner to defend their areas of business.

    So, I think the companies like Kinder, Williams and Enterprise will survive and prosper. Which companies would you recommend for tax deferred accounts. It is very difficult to find growing companies that pay some dividends....
    Mar 17 04:02 AM | 10 Likes Like |Link to Comment
  • Apple's Future: iPhone Replacements? [View article]
    Without a new and must have product or service, AAPL share price is not going anywhere....

    Samsung phones are pretty good, but, user experience is better and easier on iphone. APPS are better integrated in iphone...
    Mar 16 03:09 PM | 1 Like Like |Link to Comment
  • Hulbert: Corporate insiders are dumping stocks at 25-year highs [View news story]
    Tax increases on rich...i.e. earning 1 million dollars a year in capital gain taxes, is not that much.

    They are a whining group...In fifties they were paying over 50 and 60 percent of their income. They spent money for Reagan's election campaign and within 3 years they got a return of 1000% percent for that money spent.

    These guys will be pushing for taxes paid on estates after death. These guys are itching to eliminate this tax, called as Death Tax....
    Mar 16 06:47 AM | 2 Likes Like |Link to Comment