Seeking Alpha

enthusiasticinvestor

enthusiasticinvestor
Send Message
View as an RSS Feed
View enthusiasticinvestor's Comments BY TICKER:
AAPL, AMZN, BAX, COP, ED, GD, HP, INTC, JNJ, KO, MCD, NHI, OHI, T, TUP, WMT, XOM
Latest  |  Highest rated
  • Recent Stock Purchase II: April 2015 [View article]
    No, I mean when did you get VTR for 54.27? The 52 week low is 60.63 according to SA.
    May 1, 2015. 09:36 PM | Likes Like |Link to Comment
  • Recent Stock Purchase II: April 2015 [View article]
    VTR for 54.27?
    Apr 29, 2015. 09:03 PM | Likes Like |Link to Comment
  • Omega Healthcare Puts The Purr In Performance [View article]
    Thanks for the article, Brad. I was hoping to pick up more shares in the $36 range though I may not have that opportunity. May have to suck it up and pay a bit more.
    Apr 22, 2015. 02:56 PM | Likes Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth [View article]
    RS,

    You're getting way too much flak on this comment stream. For me personally the shortfall in income from AAPL when compared T is worth the growth prospects you get with AAPL. For such a trade to make sense one simply has to ask if the extra income from T is immediately necessary for your personal expenses. If you can forego the income then holding AAPL makes more sense. Simple.

    Those who are talking about their capital gains from AAPL over the last year, 2 years, 10 years, or whatever, I'd like to know which of you could have guaranteed those gains before you received them. Dividends are by no means guaranteed but they're a very safe bet when you're invested in a high-quality company.

    And if you're retired and investing for income then that counts for a lot.
    Apr 13, 2015. 08:48 PM | 3 Likes Like |Link to Comment
  • Intel Inside The Luxury TAG Heuer Android Smartwatch [View article]
    Good article, however AAPL's ecosystem dominance among higher socioeconomic strata is going to be an obstacle to any rival luxury smartwatch. These watches - at least for now - are tethered to smartphones. AAPL dominates the premium smartphone segment. Even if TAG Heuer makes an excellent and beautiful smartwatch, do you really expect many high-rolling iPhone users to jump ship to Android just so they can sport a TAG smartwatch? I highly doubt it.
    Though TAG Heuer has no need to prove its luxury/fashion bonafides the way Apple does, iPhone is pervasive in the fashion world. This will, again, limit adoption by those in the fashion industry.
    This watch's success seems to be predicated on rich people shifting to Android phones which I just don't see happening.
    Mar 23, 2015. 09:13 AM | 2 Likes Like |Link to Comment
  • Apple: Fighting The Battle That Can't Be Won [View article]
    Bill,

    How likely do you think it is that the market will forgive a top line miss because of currency headwinds? It seems to me - at least for the last several quarters - that the number focused on more than anything is number of iPhones sold. If they could beat on that number the market may overlook a revenue miss for factors outside Apple's control. And if they don't and punish the stock instead, I would consider that a buying opportunity.
    Mar 11, 2015. 08:34 PM | 2 Likes Like |Link to Comment
  • The Real Importance Of The Apple Car Project [View article]
    DoctoRx,

    I follow AAPL closely including AAPL-related articles on SA. I had recalled that you were a bear on the stock previously and sure enough several of your previous articles provide a stark contrast to your current stance on the stock. Obviously there have been a number of catalysts that have propelled the stock price dramatically however I'm quite curious to know what specifically led to your change of heart especially since you are now not just positive on the company but seem to have begun a long position. Thanks for writing.
    Feb 20, 2015. 04:05 PM | Likes Like |Link to Comment
  • GoPro Shares Tumbling, While The Business Is Better And Cheaper Than Ever [View article]
    Good point, Kevin.

    GR, I liked this article but my concerns are about GPRO's moat. At the end of the day they make video cameras that attach to helmets, bikes, and surfboards. What is stopping deep-pocketed competitiors from making similar, better products for less?
    Feb 10, 2015. 10:10 AM | 4 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paulo, I think we're all quite familiar with the argument you're propounding as we've heard similar from Apple bears in the past. However this argument just hasn't panned out. You mentioned that in the long-term Apple will lose the smartphone war because of its lack of market share. Well we're in the 8th year of iPhone now and it's uptake and popularity are greater than ever. When do you see the iPhone peaking and declining? 10 years, 20 years, how long?
    Jan 28, 2015. 01:48 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    Good article, RS. I've been long XOM, CVX, and COP as well for the last year. Recently added to all three on dips in October. I will more than likely add more and become overweight in oil-related companies given the probable short-term weakness in the sector compared to the rest of the market. Would love to spread more cash around but there's not a whole of lot of value to be found these days.

    Have you looked into HP? Seems like a company that would be up your alley. Dividend champion that tumbled after recent earnings but should be solid for the long term. Not to mention a pretty sweet 3.5% yield at the moment.
    Nov 18, 2014. 09:27 PM | 2 Likes Like |Link to Comment
  • Helmerich & Payne - Appeal Remains Despite Worsening Operating Conditions [View article]
    I also started a position. This is a solid company by all accounts. Will likely add if it dips further.
    Nov 18, 2014. 03:15 PM | Likes Like |Link to Comment
  • DGI Hybrid Portfolio Strategy [View article]
    Good article. I like your strategy of utilizing index funds and ETFs as part of your portfolio. I don't see too many articles that endorse having both funds and individual stocks. Usually the author is arguing for one or the other.
    I've contemplated a similar strategy myself where I buy index funds and/or ETFs for purely growth purposes because I simply don't have the time or even the risk tolerance to research and buy growth stocks regularly in the hopes of outsize returns on a regular basis. Mature dividend-paying blue chips are easier for me to evaluate and monitor. I've been fortunate with some stocks such as AAPL and WWAV which I bought for growth but I'm just not sure enough that I can generate consistent returns with individual stock-picking for growth over the long term.

    Which index funds and ETFs do you like, by the way?
    Nov 17, 2014. 04:33 PM | Likes Like |Link to Comment
  • Retirement Strategy: Is It Time To Dump These Dividend Aristocrats? [View article]
    I think you answered your own question. If there was a pizza equivalent of Chipotle selling for a slightly higher price, Domino's would be sweating too. In fact that would be a great business idea...
    Oct 25, 2014. 10:10 PM | Likes Like |Link to Comment
  • Retirement Strategy: Is It Time To Dump These Dividend Aristocrats? [View article]
    Last time I went to Chipotle, a chicken burrito was $6.25 if I recall. Unless their prices vary by geography. Though MCD would likely follow similar practices nullifying the effect.
    Oct 25, 2014. 10:07 PM | Likes Like |Link to Comment
  • Retirement Strategy: Is It Time To Dump These Dividend Aristocrats? [View article]
    There is a choice to be lazy and rest on your laurels. I have no doubt MCD has the resources and brand to push back the competition. I feel it's more a question of will. Chipotle has been around long enough for MCD management to notice the threat. Not to mention that other chains have been upping their game, e.g. Taco Bell's new breakfast menu. I'll have more confidence in their management when I see them make some meaningful reforms.
    Oct 25, 2014. 10:04 PM | Likes Like |Link to Comment
COMMENTS STATS
78 Comments
107 Likes