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  • Disney: What Does The Future Hold? [View article]
    When the whole market tanks because of fear, the incoming dividends can be used to
    1) buy more shares because the share price is lower
    2) the yield on the new shares are bought at a higher level.
    Jul 16, 2015. 01:08 AM | 2 Likes Like |Link to Comment
  • Want To Meet A Few Of The 'Payments Revolutionaries?' [View article]

    With so many FB users, what do you think about the idea of using FB currency (P2P )?
    Jul 15, 2015. 11:08 PM | Likes Like |Link to Comment
  • MasterCard Just Keeps Charging Up [View article]
    If the company you are considering buying has a very promising long term potential, I wouldnt quibble over a few dollars (unless it is grossly overvalued) By doing this, you could lose out on a good return. Thats what happened to Fisher and the famous Buffett with WMT.
    Jul 15, 2015. 09:11 PM | Likes Like |Link to Comment
  • Disney: What Does The Future Hold? [View article]
    There is one more scenario which has not been addressed which can lead to signficant positive returns....contraction in the PE ratio. If there is a big/prolonged contraction in the PE ratio due to a nasty bear market, the holder/reinvestor of DIS will do quite well over the next 10-15 years.
    Jul 15, 2015. 03:49 PM | Likes Like |Link to Comment
  • The Biotech Bubble Compared To The Dotcom Bubble [View article]
    I agree with you about the regulatory backlash
    Jul 15, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • The Biotech Bubble Compared To The Dotcom Bubble [View article]
    Several differences between biotech and internet bubble

    1) internet stocks are easier to understand than biotechs relatively speaking
    2) the big pharm companies have contributed to the bubble by paying huge premiums for smaller companies
    3) the gov has also played a big role by its willingness to pay for very expensive drugs
    Jul 15, 2015. 10:02 AM | 5 Likes Like |Link to Comment
  • Wal-Mart Going After The Heart Of The Amazon Beast [View article]
    WMT has a building in silicon valley and has been hiring
    e-commerce experts from EBAY. If its a battle of attrition, I think WMT wins. Their stores, which were once considered a liability is now considered a strength.
    Jul 14, 2015. 11:59 PM | Likes Like |Link to Comment
  • The Stellar Kraft Heinz Board Of Directors [View article]
    I like KHC for several reasons
    1) it is now "protected" by Brk
    2)it is a food powerhouse. Kft lacked international distribution.

    As for the dovidend being cut i wouldnt worry about it. 3G I believe was involved with the buyout of BUD. The new Bud pays a dividend.
    Jul 13, 2015. 11:28 PM | Likes Like |Link to Comment
  • The Problem With Shorting Disney [View article]
    Really only 3 things matter in investing
    1) good company
    2) good price
    3) time
    Jul 13, 2015. 04:11 PM | Likes Like |Link to Comment
  • What's Next For Under Armour? [View article]
    UA started as a clothing company. But i can envision in 10 years it being more of a life style/tech company/brand. Why did Apple do so poorly with wearable? It has left is circle of competence. Apple going into watches, shoes, underwear, sports does not fit its brand. A logical choice is to team up with a NKE or UA to extent its reach. Apple buying out UA would make sense.

    From UA's perspective, it makes sense to go into wearables ie smart fitness watches, smart pants, shoes, etc. This is a very natural extension of its core business and makes much more sense than an Apple or Google doing it. UA also should not do it with Apple alone. It should collaborate with all the different platforms out there so that it is not held hostage to one company.

    If Plank can do navigate this well, I can easily envisiion a 100 billion dollar company in 10-12 years.

    UA's athletes are perfect for the company. If Spieth wins the British, look out.
    Jul 12, 2015. 03:31 PM | 3 Likes Like |Link to Comment
  • Fears Pertaining To Disney Are Over-Exaggerated [View article]
    If you dont have content, what is there to distribute. If you look at the trends, distributors are getting disrupted. Before cable you only had abc,nbc and cbs. Then you had the cable companies. Now you have video streaming companies. The distribution side is getting fragmented..
    If you own premium content, people will pay for it.

    As for disney, they license so many of their products. They have amusement parks. They have resorts. They have cruises. They also have retail stores. Allof these are distribition platforms to sell their brand. Many eyeballs are always attracted to the disney products. Where the eyeball goes, so goes the money. The companies that license disney products sell better with the disney stamp of approval.

    One last point. If you look at the Star Wars franchise, most of the money generated from 1977 was not from the movie itself. It was toys and related products. I do not think Disney has fully benefited from Star Wars
    Jul 12, 2015. 01:01 PM | 5 Likes Like |Link to Comment
  • 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

    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