Seeking Alpha


Send Message
View as an RSS Feed
View amphion's Comments BY TICKER:

Latest  |  Highest rated
  • BT Group: Regulate access prices charged by AT&T, Verizon [View news story]
    Why would the FCC change policies to favor a British company?
    Aug 24, 2015. 11:46 AM | 8 Likes Like |Link to Comment
  • Part II - Southwest: Not A Growth Stock, Not A Value Stock [View article]
    Your article fails to address any of my comments in the last article, but it doesn't matter because I already made $4,356 by selling my shares.
    Aug 4, 2015. 06:26 PM | 2 Likes Like |Link to Comment
  • Southwest: Not A Growth Stock, Not A Value Stock [View article]
    "We have a large percentage of new markets or markets in development that's around 18 percent."

    "Lower fares, add flights and stimulate the market" is Southwest's strategy.

    "Our traffic is strong. We had record load factors. Our passengers grew 5.6 percent in the second quarter, which outpaced easily our modest 2 percent seat growth."

    Planning for Q3'15 revenue growth to be "strong."

    "Revenue trends will improve significantly from 2Q'15 to 3Q'15 with Chase deal."

    "And while the economic indicators have been somewhat mixed, the economy overall being fairly solid and our revenue trends appear to be stabilizing and improving. With or without the Chase related benefit, July is currently trending a better than average sequentially and third quarter is also trending at sequentially from the second quarter."

    Southwest's latest earnings call.

    JPMorgan Chase analysis: "Looks cheap," and called Southwest's valuation the "stuff opportunities are made of."

    Look, I agree Southwest will not grow as fast as, say, Facebook, but it does not need to either -- It needs a slow and steady approach while returning more bucks to shareholders.

    (To be balanced: The problems I have with Southwest are not what you mention in the article. They include shit falling out of the sky randomly, and further government regulation through all these lawsuits and investigations going on at the moment, which once resolved, I'm sure the company and industry will likely be more centered in the hands of a few companies and competition weeded out.)


    Is another merger ahead for Southwest?
    Jul 30, 2015. 08:49 PM | Likes Like |Link to Comment
  • Southwest: Not A Growth Stock, Not A Value Stock [View article]
    It is a long term growth strategy as interest rates are set to go up, not once or twice, but on a continuance basis - over and over and over, again just to reach "normalization," hitting commodities, and growth in Emerging Markets.

    Where is global growth going to come from to make oil expensive again?! China? Europe? The Middle East?


    China is in the crapper.

    Greece is causing Europe to be in the crapper.


    The Middle East is fighting among themselves - Yup, OPEC is pretty much a non-issue these days - to make money to sell their inventories as Iran comes online.

    Oil price is driven by demand, and globally, demand is lacking at the moment which explains why multinational corporations are reporting slowing revenue growth.

    Southwest is bound to increase dividends and share repurchases, returning more bucks to shareholders as profits increase from a boost in growth from serving more American travelers.
    Jul 30, 2015. 07:56 PM | 1 Like Like |Link to Comment
  • Southwest: Not A Growth Stock, Not A Value Stock [View article]
    Growth can be stimulated by selling more tickets at marginally lower prices from a reduction in energy prices.
    Jul 30, 2015. 07:25 PM | Likes Like |Link to Comment
  • Nokia's Run Is Done [View article]
    The timing of this story, hitting right before Nokia's major press conference, is set to scare investors off. Don't be a fool.
    Feb 25, 2013. 02:21 AM | 28 Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    One last thing... The company needs to overcome two main things to get government loans: demonstrate their technology works and can be commercialized, and enough capital to seem credit worthy. USEC can raise capital (selling off assets, work with partners to invest in new stock offerings - stock dilution), but so much is left to chance in solving technological issues of uranium enrichment. It may be their tech isn't commercially viable and/or does not work so they don't receive the government loans they want at the end of the year.

    Again, I'm long but there are risks with USEC.
    Jan 27, 2013. 03:35 PM | Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    Another problem for the stock is declining natural gas prices. As natural gas prices decline, more and more machines/businesses/pe... switch to using natural gas from nuclear energy so less LEU USEC will sell in the future. Keep in mind everyone believes low natural gas prices will be the new norm and the lifeblood of America's future economy.
    Jan 27, 2013. 02:28 AM | Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    Last week, Germany placed their stake in Urenco up for sale. A rumor is Toshiba, a huge USEC partner and financier, wants to buy it. If they do buy the company, they no longer would rely on USEC to provide LEU to power plants in Japan. So USEC may not have a future money bank and/or customer.

    I'm long USU -- I fear huge stock dilution over bankruptcy, though.
    Jan 26, 2013. 09:35 PM | 1 Like Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    There are contract issues not mentioned too. For example, contracts specify the product produced by Urenco and Areva can only be used for peaceful purposes, not war or in any item related to war. This would give the DOE and USA motivation to build their own plant simply for this reason.
    Jan 26, 2013. 09:25 PM | Likes Like |Link to Comment
  • The Bundesbank unveils its gold repatriation plans, with an aim over the next 7 years to have half of its gold stored in its own vaults vs. 31% now. New York's share will drop from 45% to 37% and Paris from 11% to 0%. The move appears to be more about quelling a domestic political flare-up rather than a lack of trust among central banks. [View news story]
    ^ All these comments are from crazy people.
    Jan 17, 2013. 02:36 AM | Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    This article will be convincing for dumb people.
    Dec 19, 2012. 02:09 AM | 15 Likes Like |Link to Comment
  • In spite of the company's woes, CNET's Roger Cheng found a sense of optimism at Nokia (NOK +6.3%) Finnish HQ during a visit - that's a far cry from what The Global Post reported during a 2011 visit, where employees speculated whether Stephen Elop is a Microsoft mole. This time, some praised Elop for cutting down on the bureaucracy blamed in part for Nokia's stumbles. "You needed approvals from 150 people to get something done, and any one person can stop something," said one ex-employee. (Elop comments[View news story]
    The guy lied in his story. He claimed a person went into the Nokia store in downtown Helsinki, asking to buy a pair of apple headphones for his iPhone. The person working at Nokia's flagship store directed them, according to Roger Cheng, to the local Apple store. However, Apple has ZERO stores in Helsinki, Finland, according to their website.

    This type of BS making up tidbits to make Nokia look horrible and Apple look superior is ridiculous.
    Dec 18, 2012. 07:06 PM | 3 Likes Like |Link to Comment
  • Some more Microsoft (MSFT) news: 1) The company is expanding Surface's distribution to non-Microsoft stores in the coming days - Microsoft claims it had planned to do so as of Jan. 1. Is it getting desperate thanks to disappointing early sales? 2) Due to its demand for a 30% cut on all in-app purchases, Apple has reportedly rejected an update to Microsoft's SkyDrive iOS app, and is also at odds over Microsoft's plans to sell Office 365 subscriptions via upcoming Office iOS apps. Amazon can relate. (earlier) Update: Staples and Best Buy are among the retail partners. [View news story]
    This post makes no sense. If demand for Surface was low: Why would major retailers include them in their stores? So demand must be lucrative in the eyes of Best Buy and Staples, just sayin.
    Dec 11, 2012. 07:55 PM | 1 Like Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Everyone can check to see if one of his claims, that Google search data is underwhelming or the same as last year is correct, by going to Google themselves.

    Google Trends for "Lumia":

    Notice the huge spike in interest after the announcement of Nokia's Lumia 920.

    So the analyst is full of crap, just sayin.
    Nov 29, 2012. 06:26 PM | 7 Likes Like |Link to Comment