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  • 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
  • Disney's Sell-Off Is A Gift [View article]
    I like $DIS but there's a lot of cheaper plays even with the selloff. Still around 17X 2016E with subscriber losses in cable. You can pay roughly 10-11X for $AAPL or $SFTBY - it's still not a bargain at this level... $85 starts getting more interesting, might not get there, but given the landscape of the market, rather buy cheaper names in this pullback.
    Aug 21, 2015. 10:15 AM | 3 Likes Like |Link to Comment
  • Apple raises record debt Down Under [View news story]
    $AAPL trading nearly 10X 2016E - hard to find a more financial solid company, with solid growth this cheap. It's almost like free money here... buy it and come back 10 years from now...
    Aug 21, 2015. 10:11 AM | 4 Likes Like |Link to Comment
  • The Saga Of Fannie And Freddie: Legal Updates And Firm Liquidations [View article]
    Its been a long wait, but here to the end!
    Aug 19, 2015. 04:49 PM | 6 Likes Like |Link to Comment
  • 2 New Star Wars Theme Parks Will Boost Disney's Parks And Resorts [View article]
    But you can be patient to buy not exactly a screaming bargain at 18x 2016 EPS
    Aug 19, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • Why Apple's Growth-Related Fears Are Overblown [View article]
    Even if they cut earnings by $1 its still extremely cheap vs everything else out there...
    Aug 12, 2015. 11:55 AM | 5 Likes Like |Link to Comment
  • Nintendo: Beginning Of A Recovery? [View article]
    Nintendo usually doesn't miss on software, the mobile gaming platform is going to change mobile gaming forever. If you do some scenario analysis based off the numbers $DIS and $EA give out on mobile gaming, its just a home run. 22 of the top 25 all-time best selling console/handheld games belong to Nintendo....
    Jul 31, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Nintendo Faces Post-Iwata Era [View article]
    There's no value to this article. If the author believes the stock is going to sell off, at least give some more reasons besides Iwata's passing. What level would make the stock more attractive? This author appears to know very little about the gaming space and even the $NTDOY $7974 balance sheet. The stock is up because Nintendo has issued past statements saying Iwata recovery was "unlikely" ... it was very sad, but it was anticipated. Comparing Miyamoto to an 8 year old? Really, trolling the creator of Mario, Zelda, Star Fox and Donkey Kong shows how little the author knows about the stock. Like Steve Jobs, Iwata had time to lay out his succession plans. Looking back, the moves over the last few months was his final signature of where the company was heading. For prospective investors your homework, understand the balance sheet, and create scenarios where it could go. Take a look at the monthly revs by some of the top mobile games .. $DIS said they are pulling in $100 million/month on its simple TSUM TSUM game, then estimate what you believe the first Mobile Mario game will do. Then 5 Nintendo games by 2017, along with possibly NX, the next Zelda, amiibos, licensing deals .... it's not just about mobile, but a company that is finally learning to leverage its strong brandname.
    Jul 13, 2015. 02:23 PM | 3 Likes Like |Link to Comment
  • Starbucks Is Not Invincible After All [View article]
    Article like these are just conjecture ... it would be more meaningful if you did or at least rehash any financial models or scenario analysis you've done before so one can decide if the current valuation, is worth the future growth.
    Jun 19, 2015. 01:40 PM | 3 Likes Like |Link to Comment
  • Starbucks moving in reverse on original plan to add Evolution Fresh stores [View news story]
    Starbucks didn't mention a word about Evolution at the shareholders meeting this year ... back in 2014 it was what everyone was talking about... The company has a lot going for it, and has done a lot of things right ... but there's some hints of arrogance that you can slap on a siren and people will automatically buy that should worry investors at these types of valuations.
    Jun 19, 2015. 01:34 PM | Likes Like |Link to Comment
  • Twitter up 4.6% on unconfirmed Google M&A rumors [View news story]
    Friday, Wall Street ... Summer ...
    Jun 19, 2015. 01:29 PM | 2 Likes Like |Link to Comment