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poortorich

poortorich
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  • The Problem With Shorting Disney [View article]
    "comcast will face challenges with cord cutters...Dis has content"

    So who will provide the broadband pipeline to deliver the content? Hint: CMCSA


    BTW
    I own both DIS and CMCSA
    Jul 12, 2015. 12:17 AM | Likes Like |Link to Comment
  • Disney: A Fairy Tale Growth Story [View article]
    Isnt true of many good companies. The drivers you mentioned, especially PE expansion explain the great returns acheived by some companies.

    Keep in mind that a 1% increase in price can lead to a 10% increase in operating income for many companies.
    Jul 11, 2015. 11:52 PM | 1 Like Like |Link to Comment
  • The Problem With Shorting Disney [View article]
    So you have about 500K in your retirememt fund right now. Nice!
    CMCSA is better priced than Dis right now
    Jul 11, 2015. 06:16 PM | 3 Likes Like |Link to Comment
  • Is Something Really Bad Going To Happen Soon? - Part I [View article]
    Keep it simple. Invest in companies that CAUSE inflation (in other words, companies with pricing power).
    Jul 11, 2015. 03:38 PM | 2 Likes Like |Link to Comment
  • Dividends & Income Digest: Once Interest Rates Rise, What Happens To Dividend Growth Stocks? [View article]
    "Never before"

    But people will always need to
    eat (KHC), drink (KO), be entertainedDIS) , be treated for illnesses (JNJ) etc.

    Ignore the noise.
    Jul 11, 2015. 01:16 PM | 7 Likes Like |Link to Comment
  • Dividends & Income Digest: Once Interest Rates Rise, What Happens To Dividend Growth Stocks? [View article]
    Oops. I must have deleted my post.
    Anyway, my point was the longer/deeper the drop in stock prices, the faster one's wealth increases for long term reinvestors of wide moat dividend companies (Dividend Paradox)....
    Jul 10, 2015. 07:54 PM | 7 Likes Like |Link to Comment
  • Is Something Really Bad Going To Happen Soon? - Part I [View article]
    Is there something really bad about to happen? Are we in a bubble? Who knows. But you know its a bubble when the barbar or taxi driver starts talking about the positive merits of buying stocks.
    Jul 10, 2015. 07:33 PM | 4 Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    Amusement parks can be a hugr asset during good economic times but a drag during bad times. However, they are really another powerful DISTRIBUTION PLATFORM for DIS to push their oroducts. Millions will pass through Disney Shanghai and get imprinted on the Disney brand and products.
    In currently on a Dis cruise and kids are being reminded about Dis. I am being reminded about Dis.
    Jul 10, 2015. 01:42 PM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    J Mintz
    If that kind of return was based on many trades then job well done!
    Jul 10, 2015. 11:08 AM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    I was referring to your comment when you said your portfolio is 30x bigger now. Was that based on one or two trades or multiple trades?
    Jul 10, 2015. 03:45 AM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    "Dis is 115 in 10-20 years without splits" Are you sure about that?

    One question for you
    Did you make 33X your money based on one or two trades?
    Jul 9, 2015. 08:31 PM | Likes Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    One of the threat to media companies is that major sports might consider direct to consumer pay per view. In other words, the NFL, NBA etc could consider bypassing ESPN coompletely. This is a threat bear watching.
    In terms of the future of unbundling and its impact on DIS, i dont think anyone really knows at the point.
    However, DIS has so many valuable assets/franchises with so miuch synergy that as a shareholder you can sleep well at night.
    Jul 9, 2015. 03:02 PM | 1 Like Like |Link to Comment
  • Time To Short Disney: Horrendously Expensive And Misunderstood [View article]
    Disney has arguably the best content in the world. As the number of distribution platform increases, he who controls content has the power
    Jul 9, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Investing Like A Retiree At Age 25 [View article]
    Being in your 20' you are probably more in tune to what the popular trends are among the young generation. This can give you an advantage. Focus on dividen paying stocks. But more importantly, focus on great companies that happen to pay a dividend, rather than the other way around. But limit your selection to dividend paying stocks only. Limit yourself to great companies at decent prices.
    Jul 7, 2015. 07:40 PM | 3 Likes Like |Link to Comment
  • Long Kraft As The Heinz Merger Radically Transforms The Company [View article]
    jrepsch

    You are right. I wanted a cash free exchange to minimize taxes.
    Jul 7, 2015. 12:47 AM | 1 Like Like |Link to Comment
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