poortorich

poortorich
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  • It's Time To 'Sell' This Market  [View article]
    "Its time to sell this market"

    Why sell if your cost basis is so low and your money is in a taxable account? Why sell when they are providing an ever increasing amount of dividends? Why sell when the intrinsic value of the companies you own are going up?

    I've noticed that the cost basis of good companies over the years keep going down.
    Feb 4, 2016. 06:23 PM | 1 Like Like |Link to Comment
  • Comcast Delivers ARPU Like No One Else  [View article]
    i am no sure there is a way to accelerate it. I have Used NFLX in the past. But CMCA's new box is very good. I can record 4 channels at once while watching a 5th channel. I can watch the recordings when I am out of the house. I can even download movies.
    Feb 4, 2016. 11:52 AM | Likes Like |Link to Comment
  • Comcast Delivers ARPU Like No One Else  [View article]
    When I upgraded to their new cloud based cable box, it was eye opening in a pleasant way.
    I bought more shares yesterday.
    CMCSA along with DIS are the best of the media/entertaintment companies.
    Feb 3, 2016. 05:11 PM | Likes Like |Link to Comment
  • ESPN, Tencent enter online sports partnership  [View news story]
    Very good move on the part of ESPN. DIS is the king of content. Its a matter of how it is distributed.
    Feb 3, 2016. 05:08 PM | 2 Likes Like |Link to Comment
  • Why The Next 2 Years Could Be Worse Than 2008  [View article]
    The fear of another meltdown. The fear of another Great Recession. The fear of another Great Depression. These are things that prevent the average person from making good money in the stock market. During times of fear, that is when you should be buying.
    Feb 3, 2016. 12:12 PM | 4 Likes Like |Link to Comment
  • Revisit #3 To 'The Stock Market Correction Is Underway'  [View article]
    I have 99% of my liquid assets in stocks.
    Jan 31, 2016. 05:18 PM | 3 Likes Like |Link to Comment
  • My Facebook Mea Culpa: Cracking The Monetization Conundrum  [View article]
    FB. NFLX has a very weak moat.
    Jan 30, 2016. 12:33 PM | Likes Like |Link to Comment
  • Under Armour: Great Business, But Still A Challenging Valuation  [View article]
    The biggest advantage UA has over NKE is the CEO. Plank is in his 40's and is very much hungry to grow his company. Phil Knight, given his age, does not have that kind of drive anymore. Behind great companies, there is usually a charismatic , energetic CEO that has complete control of his company.(Jobs, Bezos, Plank etc) Decisions are made quickly, and the company can turn on a dime rather than getting buried in layers of bureaucracy.

    The most exciting part about UA is the digital/wearable arm. The company that controls this area will take the lions share of profits. A sports apparel company rather than a tech company like Apple/Google has the best chance to dominate this space because it is such natural extension of their business. If UA can have success, it will surpass NKE. (NKE exited this space).
    Jan 29, 2016. 03:23 PM | 1 Like Like |Link to Comment
  • Facebook: Firing On All Cylinders  [View article]
    I've lived through the tech bubble. If you had a .COM next to your name, you got a billion dollar valuation.

    FB is really the first internet company that has really "locked in" its members. In my opinion, its massive user base, incredible moat and scalability will allow it become the first trillion dollar company in the world.
    Jan 28, 2016. 03:26 PM | 2 Likes Like |Link to Comment
  • The Devil And Warren Buffett... Why He Doesn't Sell His Financial Stocks  [View article]
    Buffett is constrained by the size of BRK and the amount of capital he must employ. Size is one of the biggest enemy of market beating returns.
    Jan 28, 2016. 12:16 PM | 2 Likes Like |Link to Comment
  • Facebook: Firing On All Cylinders  [View article]
    Its not a question of if but a question of when FB will start focusing on leveraging its massive user base for payments. All the major players (credit card processors, Apple pay, Paypal etc) need to watch this very closely.
    Jan 28, 2016. 12:12 PM | 2 Likes Like |Link to Comment
  • All-weather Under Armour shoots 16% higher  [View news story]
    The most exciting part is their digital arm (connected fitness).
    Jan 28, 2016. 12:08 PM | 1 Like Like |Link to Comment
  • What The Flint Situation Tells Us About Water Investing  [View article]
    HI George or others who are interested in investing in water companies.


    Please correct me if I am wrong, but do water companies like WTR and AWK own the "last mile" to the end consumers (residential homes). If they own the pipelines, then that seems to be something that cannot be replicated very easily. (Kind of like railroads or internet fiber).
    Thank you George for this article.


    PTR
    Jan 28, 2016. 11:37 AM | Likes Like |Link to Comment
  • Apple Has Serious Problems  [View article]
    The power really is in selling the software, not hardware.
    Jan 27, 2016. 10:15 AM | 3 Likes Like |Link to Comment
  • Facebook: Expecting Strong Q4 Assisted By Twitter Weakness  [View article]
    FB is a threat to many companies out there.

    Threat to amzn - if FB can create a market place where buyers and sellers meet, this would certainly be a major threat to amzn. FB has the chance to control commerce.

    Threat to google- google is a cash generating machine based on its search. With FB, you have a company that knows more about you than...you. Their search will be tailored to YOU.

    Threat to credit card processors- when you have 1.5 billion users on FB, 800 million users on messenger and 900 million on Whatapp, you essentially control everything. FB could almost have a currency of its own.

    Media/News companies- you control the news that are presented to your billion plus members.

    etc
    Jan 26, 2016. 08:43 PM | 2 Likes Like |Link to Comment
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