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MohanTX

MohanTX
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  • Facebook market cap now larger than GE [View news story]
    FB stock will take a great huge beating, if their earnings went down like GE's did...in 2008/2009 financial crisis...

    GE legally did financial engineering... and if Congress had not coughed up zero interest credit extension, GE's Stock would be zero...

    Jeff Immelt is still the CEO, but, he did not see this coming... And, probably would not see the next debacle...

    Chances for GE to double sales and profits near zero... They have great technology advantage in developing and overhauling jet engines for airlines and power producing stations ... again Gas Turbines....

    China and Europe are trying to get in GE's business by requiring GE to share overhaul parts manufacture...

    Fortunately, Rolls Royce has stumbled, but Siemens is strong...

    GE has a great MOAT, but buy GE for dividend yield...

    FB for excitement of growing earnings... They nickel and dime small businesses to make their money... They are unleashing the power of common but tech smart entrepreneurs to make money developing customers all over the world...

    Own your flower shop with better delivery, or better trading platform..DOUGH.com or whatever... You can buy roses from India directly, if you trust the vendor there...

    Internet of things is here...to stay and facebook will facilitate this growth....

    So, FB for capital appreciation and GE for dividend...

    Please comment...

    Jul 22, 2015. 06:34 AM | 3 Likes Like |Link to Comment
  • Notable earnings after Tuesday’s close [View news story]
    I saw a sell off towards the end...3.07 PM Est

    If you review, there was a fierce sell off towards 50 day moving average... on last earning report dated 4/27

    It is possible that big boys want to suck in the weak hands that want to purchase after earnings are out... This time the 50 day moving average is 127...and we should have better earnings than 4/27...

    I do not know what will happen, but, I got out...
    Jul 20, 2015. 10:10 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: Why Not Take Advantage Of The Sell-Off And Buy This 5%+ Yielding Dividend Powerhouse? [View article]
    I worked for a gas pipeline company for 20 plus years...So, I know the company accounting issues some what. The pipeline segment produces about 50% of the earnings and will remain solid, irrespective of market conditions...

    FERC tells gas pipelines what transportation rates would be from one zone to another. Comparison with toll roads is quite instructive. The longer/ more miles you travel on NJ/NY thru ways. higher the toll. The gas consumers like Con ED use a lot of gas for gas fired power plants and thei demand is highest on a cold day. Hence they purchase capacity on the pipeline to make sure they have gas available when they need it... So, that segment will be rock steady from one quarter to another. KMI just announced the construction of the gas pipeline from the PA to NYC for 3.3 billion... When the construction is complete, KMI starts making incremental dollars.

    Other segments can have earnings go up or down depending on the business conditions... CO2 pipeline as well as Terminals earnings depends on economy...

    I purchased a large amount of shares to get the dividend and then I will sell a major part after the x div. date...which is 7/31.
    Jul 20, 2015. 06:52 AM | 5 Likes Like |Link to Comment
  • Why Dividends Are Important For Every Investor: Microsoft Case Study [View article]
    Microsoft is a mature company and its window upgrades will not be paid by the market place.

    AAPL gets money by selling us IPHONES...
    MSFT does not make hardware except for gaming..

    Just a poor situation...But, new CEO is getting rid of losers like phones...

    Surface is not having much traction...

    But, trust the new CEO...
    Buy MSFT by selling puts or bullish put spreads...
    Jul 12, 2015. 02:18 PM | Likes Like |Link to Comment
  • What If Growth Disappoints Again? [View article]
    The cerebral comment like 3 % growth is too small are uneducated at best...

    We are in a global economy... AAPL can not source from Us or China or Vietnam...

    So, growth inside USA is based on so many factors... And, these companies may have plants that are idle in Eastern Europe..why would they spend a penny in USA...

    Also, due to low or lower natural gas pricing, Britics and rench can build a plant and make better profit than in Germany.

    US Content laws have forced Japanese as well as Germans to build plants...in USA. German workers and Japanese workers are paid better than in a German plant in South Carolina... A state with viewpoints that reflect 2nd world war german leanings...

    Texas refunds state taxes and some time employee taxes to the company that build plants in USA...
    DISTORSIONS are everywhere...

    So, expecting a 3% percent growth is moronic...

    Jun 22, 2015. 07:38 AM | Likes Like |Link to Comment
  • United Continental: An Undervalued Stock With Strong Upside Potential [View article]
    This article is light in quality and content...

    The problem with airlines is not fuel costs or employee costs...

    The real problem is lack of demand and which regions are affected more.

    New planes keep stuffing more seats, why would I travel for pleasure in planes.

    I think, airlines should stop nickel and diming people...
    Jun 22, 2015. 07:25 AM | 2 Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    This article has stupid data, very few insights.
    Probably written to make money n this forum...

    My visits to SA are becoming less frequent, as the quality information is missing...

    If version 10 does well, moving this to mobile hardware will be slow, as it is a difficult platform...
    Jun 22, 2015. 05:16 AM | 1 Like Like |Link to Comment
  • Williams Cos. rejects $48B buyout bid but will pursue alternatives [View news story]
    Please realize that ENERGY is a commodity and its price has been soft due to lower economic activities.

    Worse, the increase in efficiency of cars..mandated CAFR, more efficient buildings, fracking, plastic cars running on batteries, coal is really dirty.

    And, ethanol related handouts to the rich cats are worse than food stamps. Really... this rich people and their political cronies, holier than thou defenders of capital and christianity should be exposed in public with data.

    What I am really saying that FERC should analyze the costs and profit pictures at WMB and Transco pipelines.. New TULSA bunch in Houston, seem to have zero understanding of which costs are FERC mandated and which are not...

    Preserve your capital by selling KMI and WGP...
    Return of capital more important than return on capital...

    Mohan
    Jun 22, 2015. 02:57 AM | 1 Like Like |Link to Comment
  • It Pays To 'Think Different' About Apple's Stock Price [View article]
    I honestly feel that nobody knows which indicator will predict the precise top where SA readers can sell.

    I think,we should wait till market can estimate the success of of the watch as well as Apple Pay. My AMEX Card from a major mutual fund would not participate, as they donot want to pay fees to Apple. I would like to know, if Apple will get payment from AMEX Corp.
    Nov 24, 2014. 05:31 PM | 2 Likes Like |Link to Comment
  • Why IBM Shares Were Put In The Penalty Box [View article]
    IBM's biggest issue is that they want to provide full and expensive solutions to its customers. They want to provide hardware, software and support services in one package. That is difficult to do in 2014.
    Cloud Services are a good example.
    Oct 27, 2014. 07:38 PM | Likes Like |Link to Comment
  • The Time To Split Up GE Has Arrived [View article]
    GE is a dead in water stock. It can not double its sale or profit in next 5 years. GE will lose control of profitable overhaul business, due to competition who will give technology to China, India.
    Mostly mature business. Hold it for dividends.
    Oct 11, 2014. 02:09 PM | Likes Like |Link to Comment
  • What Yahoo's New Activist Investor Means, And Why The Stock Is Headed Higher [View article]
    I bought yahoo in a few accounts. It's sell off was unexpected. MM is no dummy. Something like UBER or YELP may be purchased to yield earnings.
    GOOGLE AND FACE BOOK have search and user angles milked. FB has a lot of eyeballs . But FB has been sneaky and collecting personal information on FB users. So, YHOO has to do something different.
    Sep 26, 2014. 09:03 PM | 1 Like Like |Link to Comment
  • 3 Industries Apple Pay Will Destroy (Podcast) [View article]
    Where is the article....
    Sep 16, 2014. 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, 2014. 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.

    Comments...
    Sep 15, 2014. 03:05 PM | Likes Like |Link to Comment
COMMENTS STATS
101 Comments
91 Likes