Seeking Alpha


Send Message
View as an RSS Feed
View supersaverguy's Comments BY TICKER:

Latest  |  Highest rated
  • Safe 15% Annual Return With Rite Aid [View article]
    I actually think several Rite Aid store would be attractive to CVS here in the Seattle area, where they just opened their first store.
    Nov 6, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • The Schedule Is Appealing: Moving Forward, Freddie And Fannie, And The Search For Justice [View article]
    Will the companies be released from conservatorship before the govt destroys them ... Patiently long but always calculating
    Nov 5, 2015. 01:14 PM | Likes Like |Link to Comment
  • The Schedule Is Appealing: Moving Forward, Freddie And Fannie, And The Search For Justice [View article]
    It appears FHFA is purposely speculating in the wrong direction on interest rates to prove the company needs to be closed. The Equity may be worthless.
    Nov 5, 2015. 09:50 AM | Likes Like |Link to Comment
  • Ninten-Don't? Refuting The Short Case For Nintendo [View article]
    $NTDOY has a lot of catalyst next year. Zelda, Star Fox, more news on the NX and then mobile. While mobile is off to a slow start - investors need to distinguish, that the company has invested in Niantic Labs which is where Pokemon Go is coming from, it has its 4 games from DeNA relationship, but most important, none of these licensing agreements are exclusive, so there's a strong chance other partners or even $NTDOY itself will roll out mobile games as well. Going from no mobile platform, to forming relationships in a year with others is a huge change of thinking for a very conservative company. Despite some analyst suggesting that the IP was not available for mobile, $NTDOY quickly refuted several times and pointed to Pokemon as an early example that the entire library is available. While, Miitomo might be DOA, $NTDOY is not going to build a rip your heart out, blood and guts kindof game - it's going to pursue love and happiness as it always - and that takes perfection. The multi-channel approach will take time, I'm even one of the impatient investors, but in the end, you'll be rewarded. Pay attention to the $DIS mobile gaming number this week, - think eventually what a few Mario, Zelda, Donkey Kong games on mobile will bring.... you have to invest during the bumpy times, or you'll just chase later .... I am long $NTDOY...
    Nov 4, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Yahoo, NFL make live-stream history [View news story]
    $20M for this garbage game? Mayer is so in the 9th inning - nobody cares about NFL London anyway... If it wasn't for fantasy sports Yahoo and the NFL might be nothing...
    Oct 25, 2015. 10:47 AM | 5 Likes Like |Link to Comment
  • AT&T Yields 5.6%, But Read This Before You Buy [View article]
    VZ is just so much cheaper and still a 5%+ divy - you'll sacrifice a lot of growth by owning both... never made much sense to me...
    Oct 22, 2015. 10:48 AM | 1 Like Like |Link to Comment
  • Disney Shouldn't Cooperate With Netflix, It Should Acquire It [View article]
    It would alienate the other content providers. Then all you'd have is basically the Disney channel.
    Oct 21, 2015. 03:00 PM | 1 Like Like |Link to Comment
  • Starbucks: The Bear Argument [View article]
    $sbux doesnt really have any "direct" competitors which has always made valuation hard. Id be extremely reluctant to put with $mcd and $dnkn
    Oct 20, 2015. 01:45 PM | 2 Likes Like |Link to Comment
  • GSEs down sharply as Treasury squashes recap idea [View news story]
    The feds want you to rent for life so hedgies and blackstone can take your money. Its about eliminating the middle class.
    Oct 19, 2015. 04:29 PM | 2 Likes Like |Link to Comment
  • What's Next For Nintendo? [View article]
    The first game from the DeNA relationship is expected this fall. The Pokemon franchise is separate as it already has pokemon games on mobile.
    Oct 15, 2015. 09:56 AM | Likes Like |Link to Comment
  • Fannie, Freddie And The Difference Between Power And Authority (Part II) [View article]
    thank you for the update. I'm long FNMA common - it's a huge risk, but that's what you take for big rewards. Right now I'd put the odds -
    Courts favor shareholders 20%
    Brown/Warren proposal 30% -
    Government Seizure of mortgages 50% ...

    if government were to nationalize homeownership, it would get a steady stream of income and it could potentially eliminate the mortgage interest deduction among other things..think of what that would do to insurance company profits aks BRK/B. Mel Watt continues to reiterate ... "we believe that their most important role is in supporting affordable rental housing " .... I bet not many home owners are aware of that statement...
    Oct 1, 2015. 01:17 PM | Likes Like |Link to Comment
  • Disney: Evercore sees upside; ESPN faces layoffs, budget cuts [View news story]
    18x 2016 EPS in this market with subscriber losses, wait for better prices
    Sep 24, 2015. 09:27 AM | Likes Like |Link to Comment
  • Somewhere Over The Rainbow: Discovery, Near-Term Catalysts And The Appeal [View article]
    Thanks for all the hard work and updates
    Aug 31, 2015. 12:32 PM | Likes Like |Link to Comment
  • Thoughts On Momentum Stocks: Effects Of The Correction [View article]
    $DIS even at these levels not exactly a great value... $AAPL 10X ish $DIS 17X ish
    Aug 24, 2015. 11:25 AM | Likes Like |Link to Comment
  • Disney's Sell-Off Is A Gift [View article]
    Let's say $APPL in the unlikely event reduced 2016E by $2 - it would still be trading at a decent 15X eps. vs 10X today. Still cheaper than $DIS at these level. In a global growth selloff, at least $DIS is more leveraged to the U.S. but @ $5.56 2016E consensus earnings estimates at 15X thats $83.40 ... the back half 2011 sell-off the stock got down to roughly 13X eps. ...that gets you in the 70s...
    Aug 21, 2015. 05:15 PM | Likes Like |Link to Comment