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bgold1955

bgold1955
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  • Utility charts looking good to technician [View news story]
    All mentioned have > 20 p/e. Why?
    Feb 22, 2014. 04:54 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "The company bet heavily on coal power plants just as natural gas prices plummeted."

    Correct, however, EFH is not a public company but are a public utility. The buyout, in 2007, of Texas Power & Light was the largest LEVERAGED buyout in history of the U.S. KKR, Goldman Sachs, etc leveraged the buyout with little skin in the deal very shortly after Texas deregulated utility companies. Berkshire Hathaway has already written $2b off which was a big reason of underperformance vs S&P 500 index during 2010-2011 period.

    Executives & BODs continue to get paid huge salaries & financial firms continue to get their management fees. Who suffers are 1) investment firms that invested, e.g., BRK (A&B) and more importantly the citizens of Texas as no coal to nat gas conversions have occurred & bare bones maintenance has been performed on the archaic plants. Every summer selective blackouts have occurred in North Central Texas.

    Certainly a case where deregulation has caused & will continue to cause financial inefficiency to the citizens of the state to benefit a few.
    Feb 21, 2014. 12:54 PM | 1 Like Like |Link to Comment
  • Apple lower on Barclays downgrade. Tesla's Musk confirms talks. [View news story]
    The 5 sold better than the 4s, & the 5s sold better than the 5. Also the 3GS sold better than the 3, the 4 sold better than 3GS, and the 4s sold better than the 4. I like the trend.

    In terms of the stock price, time will tell. Chop weren't you bearish in the $380's? We all know what happened after that.
    Feb 20, 2014. 03:07 PM | 6 Likes Like |Link to Comment
  • Why Kors Can't Eat All Of Coach's Lunch [View article]
    Retail for women is extremely fickle. One day you are on top then some other retailer takes you out. I am very long KORS & played COH when they were on top. Although COH may be a good buy at current levels, KORS winter line just presented got extremely favorable responses. They are knocking it out with not only handbags, but very nice footwear with matching & relevant ready wear.

    If you are hitting handbags & footwear at the same time, you can make nice $'s.
    Feb 20, 2014. 02:57 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Harvard is the problem. Look at the Harvard educated people with have in government, and what a disaster it has been."

    Are you referring to Obama or Bush W or both?

    Depending on your answer, I agree with you.
    Feb 20, 2014. 02:35 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    To complete the gas price picture, as I mentioned above, gasoline per gallon in Texas in July 2008 was $4.10, less than 4 months prior to election.

    Currently, in Texas, $3.15.
    Feb 20, 2014. 02:30 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I am holding my FB position. Very long FB.
    Feb 20, 2014. 01:33 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Most non-medical folks are benefitting from ACA, a lot do not want to believe it or are unaware as to how they benefit.

    As an individual policy holder for 5 years, my wife & I are greatly benefitting in 1) costs (no subsidies), 2) more thorough coverage, and 3) most importantly, peace of mind that I won't get the shaft by my insurance company.
    Feb 20, 2014. 01:23 PM | 2 Likes Like |Link to Comment
  • Nabors Industries keeps rising but Morgan Stanley sees 30% more upside [View news story]
    Seems a bit lofty to me with rev growth of -1.2% Y/Y & a p/e of 42. Agree CEO was optimistic for the short-term, but I like NOV, higher dividend, higher growth & reasonably priced.
    Feb 20, 2014. 12:54 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Gasoline was $ 4.10 in Texas in July 2008, prior to the election & prior to the financial meltdown which caused oil/gas prices to tumble. Oil was $142 bbl in July 2008, 4 months later oil was in the $40's.
    Feb 20, 2014. 11:08 AM | 2 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    Cash.... Good idea. Bunch of folks here are not shareholders so criticism comes easily as they netted nothing.
    Feb 19, 2014. 06:30 PM | 4 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    Depends when shareholder bought & subsequently sells if he/she is a sucker.
    Feb 19, 2014. 06:26 PM | 2 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    As a very happy shareholder I will, at this point, give FB the benefit of doubt as they grew REVENUES FROM:

    777million in 2009

    TO

    7.9billion in 2013

    That is over ten times growth in 5 years.
    Feb 19, 2014. 06:11 PM | 8 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    Somebody is buying after the initial sell off. Down less than 2% now. Whatsup!
    Feb 19, 2014. 05:54 PM | 4 Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    Based on 10 minutes of analysis? Pretty quick evaluation.
    Feb 19, 2014. 05:31 PM | 4 Likes Like |Link to Comment
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