Seeking Alpha

poortorich

poortorich
Send Message
View as an RSS Feed
View poortorich's Comments BY TICKER:
Latest  |  Highest rated
  • MasterCard Just Keeps Charging Up [View article]
    V reported earnings yesterday. V reporting early gives us a good look at what to expect from MA. Just like at the stock prices of both superimposed on one another since V went IPO (MA went IPO earlier). V and MA are in essence, carbon copies of each other in terms of performance, stock graph, business model and prospects.
    I could easily see MA at a market cap of 200 billion in 5-6 years.

    I added more MA yesterday.
    Jul 24, 2015. 11:55 AM | Likes Like |Link to Comment
  • The Stock Market And Its Master [View article]
    If the prospects and earning power of the company are still intact and you don't need the money for the next 10-15 years, be happy about a 20% decline and put your dividends to work. . In fact, pray for a 50% or more reduction in price.
    Jul 24, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • How Vulnerable Is Amazon To A New Attack On 'Prime' From Jet.com? [View article]
    Jet.com is a very interesting company.
    Here are my thoughts
    1) When you start a company, you need to focus on one or two things and be very good at it. Jet.com wants to focus on being the lowest price. Amzn focused on books and then expanded.
    2) Jet.com is apparently backed by some wealthy people, including Alibaba's Ma
    3) I am pretty sure there are many suppliers who would be very happy to see another competitor to Amzn.
    4) As a consumer, its always nice to have more options.
    5) To get a glimpse of the future, consider how Costco survives/thrives despite Walmart. About 90% of Costco's gross profits come from membership fees.
    6) I don't think Jet.com will succeed. However, any good competitor CEO should NEVER take any threat lightly.

    Disclosure:
    I do not own AMZN but I do admire Bezos
    Jul 24, 2015. 02:19 AM | Likes Like |Link to Comment
  • Buying Apple: Consider The Scale Of The Potential Investment [View article]
    The greatest enemy of a large company (for shareholders) is its size.
    Jul 23, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • PayPal: Be Your Own Pal, Do Not Pay Too Much [View article]
    I own PYPL
    But the true power is with V and MA.
    Consider this...Since APPLEpay has launched, i have yet to see much traction. You would think that Apple with all its might could get in all the brick and mortar point of sale. That has not happened. Even if it does, who does that benefit? V and MA.
    Paypal also tried gaining traction in the brick and mortar point of sale by teaming up with Discover. They were unable to do it. The point is that the brick and mortar payment wall is something that is and will be very hard to crack. The enchrenched players like V and MA cannot be displaced , at least in the physical world.

    Now turning to mobile. Many of the payment players in this space have teamed up with V and MA. Heck, even my Paypal account is funded by my Visa card. The point is this. Only V and MA has a hand in ALL areas of the payment space. The winners in this gargantuan space will be the ones that are agnostic to all systems, and interchangeable between the physical and virtual world.

    I welcome any thoughts.

    Disclosure
    I own MA and PYPL
    Jul 23, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • Under Armour Has Best Days In Rear View Mirror [View article]
    Dana

    We all have our share of hit and misses
    Jul 23, 2015. 12:58 PM | 1 Like Like |Link to Comment
  • Why Apple, Google, Facebook, Alibaba Or American Express Will Acquire PayPal [View article]
    With the exception of AXP, PYPL being acquired by any of the companies you mentioned above would handicap PYPL. In order for PYPL to reach its full potential, it needs to be agnostic. For example, Im pretty sure PYPL being part of EBAY slowed its adoption by other retailers.
    Jul 23, 2015. 02:32 AM | 4 Likes Like |Link to Comment
  • PayPal's Hidden Jewel [View article]
    After reading more, I think the real power lies in V and MA.
    Jul 21, 2015. 10:06 PM | 2 Likes Like |Link to Comment
  • PayPal's Hidden Jewel [View article]
    New
    Thanks for info. Thats encouraging to hear for PYPl shareholders.
    Jul 21, 2015. 03:45 PM | Likes Like |Link to Comment
  • PayPal's Hidden Jewel [View article]
    Nathaniel,

    With the introduction of Facebooks Messenger and its payment option, have you seen a move away from Venmo among your peers?
    Jul 21, 2015. 01:38 PM | 1 Like Like |Link to Comment
  • The A, B, Cs Of PayPal's Next Act [View article]
    It looks like PYPL rode ebay to a 50 billion dollar market cap company. Now that it has been nourished, it can compete as an independent company.
    Jul 20, 2015. 02:21 PM | 3 Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    Future looks bright for pypl
    Jul 20, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • Disney: The Stock Awakens [View article]
    The current PE of DIS is around 24. Here are some numbers to put things in perspective
    In 1999, the average PE of DIS was 46. When the price hit 27, its PE was 40. The annual returns since 1999 has been 10%/year for DIS while the S& P 500 has returned about 4.5%/year.

    In 2002, the average PE of DIS was 37. When the price hit 16, its PE was 29. The annual returns since 2002 has been 16%/year for DIS while the S&P 500 has returned 8%/year.
    Jul 17, 2015. 11:38 PM | 4 Likes Like |Link to Comment
  • Investors May Want To Consider Taking A Sip Of Dr Pepper Snapple Group [View article]
    I remember when DPS separated from its parent company during the deep recession. It has returned 20% compounded annually since 2009 compared to 4% for the S and P
    Jul 17, 2015. 07:04 PM | Likes Like |Link to Comment
  • Disney: The Stock Awakens [View article]
    Im sure Chinese/Asians have their own set of cartoon characters/toys they grew up with. Shouldnt be too hard to find out.
    Jul 17, 2015. 04:53 PM | 1 Like Like |Link to Comment
COMMENTS STATS
2,383 Comments
5,352 Likes