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  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    It is a good looking watch. The initial sales will be the fan boys. After that sales will be by word of mouth. I might be interested in the sports version. The primary factor is how well it works. Does it reliably record your pulse? What is the real battery life? Do you have to have the iPhone on you person for all functions, some functions or just to download the data? After that is just a list of features and how many of those features are really useful. I bought Apple years ago when my kids were buying iPods, downloading music and would not touch anything else. They love every Apple product and service. I will have to see how they react to the new watch before I buy/sell any Apple stock. Each of them will own the watch within a year.
    Sep 9 07:23 PM | 3 Likes Like |Link to Comment
  • Boeing -1.5%, nicked by first Underperform rating since 2009 [View news story]
    Plus side: The HUGE backlog. That should get them through the next couple of years without a production break or slowdown. Provided there are not mass cancellations.

    Negative side: When the buyers panic they do it as a group. If the leasing companies start canceling orders get out quick, the airlines will be quick to follow. The leasing companies have a lot of aircraft on order and have a lot better visibility on aircraft demand than anyone else. Maybe even Boeing.
    Sep 2 01:36 PM | 2 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    This is the exact story with the exact table (minus cola) that I have been showing people for years. There must be 2 or 3 stories on Yahoo each week extolling the benefits of delaying SS payments.
    Aug 26 04:48 PM | 1 Like Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    I have been telling people this same story for years with almost the exact same break even chart. I did not include historical cola's. This is exactly opposite what most retirement planners tell people. I can't count the number of articles I have read on yahoo saying it is best to wait until 70 to start taking payments. I am beginning to think there is a national conspiracy to get people to delay Social Security because its cheaper for the govt.
    Aug 26 04:38 PM | 4 Likes Like |Link to Comment
  • This Rival Makes Boeing Look Overpriced [View article]
    The real question is do you want to invest in any aircraft maker. Boeing has a huge commercial backlog. Boeing has had huge backlogs is the past and they can evaporate very quickly. When things go bad for the commerical carriers its generally industry wide and it hits all the carriers. When the aircraft lease companies start to cancel orders sell Boeing. They bought aircraft based on future needs of the airline, when that need goes away expect the airlines to cancel their direct purchases.

    LockMart is in a similar fix with a different kind of customer. The F35 is a capable aircraft but it is going to cost way too much. Expect some of the overseas customers to cancel the next time the price increases. Lockheed will have the same problem it had the F22 and B2, if you don't build enough of them the price per each escalates very quickly. When that happens the bottom will fall out of the oversea market in a flash. If the US reduces it projected order for the F35's, sell quick it will only get worse as cancellations cascade.

    Which is more at risk Boeing commercial business or LockMart's military business? I think Boeing has the better future. But both need economies that can afford new aircraft. LockMart in particular can't afford to screw things up worse than they are already. They are on the brink and their fate is in their own hands.
    Jul 15 01:40 AM | Likes Like |Link to Comment
  • Sirius XM: A Strong Sell [View article]
    Comparing Siri to Pandora and other online services is not really relevant. I use Sirius enough so that the data fees would be more than the cost of subscription. Its not just content it is delivery. The customer will have to choose.
    Jul 14 08:26 PM | 3 Likes Like |Link to Comment
  • Boeing -1% as McCarthy calls for letting U.S. Export-Import Bank expire [View news story]
    The bank doesn't cost the govt much, if anything. Just administrative costs. Its just like cosigning a loan for your kid. You are lending your credit rating to the an aircraft buyer.

    Its possible the real reason some lawmakers oppose it is pressure from US based international airlines. Quote "Delta Air Lines (DAL), however, opposes reauthorization of the bank and says taxpayers shouldn’t make it easier for foreign competitors to buy jets." They do not want to give anyone a competitive break.

    Last I saw Boeing was the largest exporter in the country. Don't give the business to Airbus. The planes will still be purchased and will compete with US airlines in the foreign markets. Except they will be Airbus aircraft.
    Jun 24 12:01 AM | 5 Likes Like |Link to Comment
  • Boeing's Stealth Taxpayer Subsidy [View article]
    These are defacto loan guarantees. Any money they make available for purchasing is borrowed from the private lenders or possibly the Fed. Its like borrowing money and then loaning it to your kid to buy a car. Even if buyer defaults, the loan is still backed up with an aircraft that can be repossessed. Some have stated that the Ex/Im actually returns a profit. I am not sure about returning a profit but it might be so given the US govt's access to cheap money. The writer is correct that the credit of the US is being used when the loans are guaranteed and that does put the US minimally at risk.

    I am not sure of Mr. Arnolds agenda. He is either horribly misinformed or pushing some anti-Ex/Im or anti-American business agenda. A lot of counties have the equivalent to an Ex/Im bank. The WTO looked at the Boeing/Airbus issue, as part of a larger dispute between Boeing and Airbus, and found that it was not a subsidy. They did find that both Boeing and Airbus received anti-competitive subsidies but Ex/Im financing was not one. They found that the Airbus subsidies (~18billion) were many times larger than those received by Boeing (~$4billion).

    Seeking Alpha really should do some screening before the pay for and publish a article like this. Not only is it inaccurate, but it 100% political and has nothing to do with quality of either Boeing or Cat as an investment. It really sounds a lot like something that "Occupy Wallstreet" came up with.
    Jun 3 01:22 PM | 2 Likes Like |Link to Comment
  • Microsoft Makes A Key Move [View article]
    I agree with the author. Part of the reason why Microsoft looks so lame to an outsider is that their consumer products are not cutting edge. Balmer developed the cash cow, Servers and Business software, at the expense of consumer products. You can't argue with the companies bottom line, it has been good since Balmer. I think XBox One is a great start to develop a Microsoft consumer "Ecosystem". Microsoft needs to integrate everything the consumer owns: TV, Video recording, Smart phone, gaming, home management, tablets, laptops and desktop. The desktop/laptop may not be cutting edge, but it is here to stay. You can't replace a desktop or a high end laptop with a tablet when you are doing real work. No gimmicks (eg Google Glasses), just a tight, seamless system of all consumer systems. The leverage will be huge.
    Feb 24 01:59 PM | 1 Like Like |Link to Comment
  • Report: Microsoft thinking of allowing Android apps on Windows/WP [View news story]
    Sound to me like a good idea. Allowing Windows to run Android apps and Apple apps would be a great idea. Go big or go home.
    Feb 12 01:58 PM | 3 Likes Like |Link to Comment
  • Sirius forms independent committee for Liberty bid, shares remain at premium [View news story]
    I don't want a stock trade regardless of terms. I have owned XM since it went public. Rode the ups and downs because the concept is great. Bought a boat load when it hit its depths. I was planning to stick with Siri long term. I think the potential of satellite broadcasting is far from being realized. More market penetration and new products like the connected car. I don't want it diluted with a partial share of Liberty. Especially not under Liberty management. If the trade goes through I will probably cash out regardless of the price.
    Jan 7 09:37 PM | 3 Likes Like |Link to Comment
  • Amazon contends with uproar from BBC investigation [View news story]
    Welcome to the world of manual labor. It is demanding and a lot of people will take pride in a tough job well done. It is the reality for many workers. Sorry you couldn't cut it. But, not everyone can be on the dole. Not even in the UK. I hope you learned your lesson: Keep your day job. It doesn't get much better than working at a government run new organization.
    Nov 26 10:31 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    Thanks for clearing the confusion on the preferred term. These bonds really do look pretty good. I will have to dig up the prospectus and have a look.
    Nov 26 10:03 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    As guess as far as the GEB goes, I was misinformed. I will see if I can find the prospectuses on the SEC website.

    Thanks
    John
    Nov 26 09:55 PM | Likes Like |Link to Comment
  • General Electric: 5.8% Yield And 15% Potential Upside [View article]
    I hate to show my ignorance but...........
    GE capitol has a number of these exchange traded bonds/preferred stocks available. GEB was one that was recommend to me. I was told it was preferred stock. I am not so sure. Now I find out there is a GEH and a GEK. I could not find a lot on the internet net about the terms of the issues. Does anyone know where I can find what is available and the exact terms of each of the instruments? I am not having much luck with the Google search. I have be a long time holder of GE stock (bought it ~10) and I am satisfied with the direction and the management.

    Also, there is talk that GE Capitol will be spun off. Any opinions of what will be the likely effect of the spin off? I suspect the credit ratings of GE Capitol will take a dive when they are not supported by the industrial side of GE. Is this even a factor or are they pretty much independently rated now?

    Any help would be appreciated. An article comparing the GE Capitol instruments would be popular. I am sure there are others in my same corner.
    Nov 26 01:14 PM | Likes Like |Link to Comment
COMMENTS STATS
75 Comments
124 Likes