Seeking Alpha

Masshole

Masshole
Send Message
View as an RSS Feed
View Masshole's Comments BY TICKER:
Latest  |  Highest rated
  • McDonald's: A Buy Or A Sell? [View article]
    It would be helpful for you to put these numbers in context. "YTD, the stock surged nearly 4%." The S&P 500 also "surged" 5.5% YTD.
    Jun 11 07:52 AM | 4 Likes Like |Link to Comment
  • Tesla Motors' Full Analysis, Its Only Mistake, Outlook And Elon Musk [View article]
    I think it's a great company and great product. That said, there's a big problem with your model. You're banking on "no further capital expenditure needed." That's extremely unlikely. The NUMMI plant might already exist, but going from 20,000 cars a year to 500,000 is going to take huge investments. Cash flow from operations won't cover it. They will have to raise debt or more equity, in which case your EPS projections will be way off.
    Apr 29 01:10 PM | 1 Like Like |Link to Comment
  • "Dunkin' Brands (DNKN) is clearly in McDonald's (MCD) crosshairs," writes Hedgeye, noting the addition Monday of Danish, muffins, banana bread, and scones to menus across New England. The analysts also opine on the changes to the Dollar Value Menu, saying it risks upsetting customers who are used to and want drinks and fries for a dollar.  [View news story]
    Seems like Starbucks is more likely the target. I don't see many people at Dunkin buying mini-scones.
    Mar 13 12:59 PM | Likes Like |Link to Comment
  • Free Money Thursday: Quoth Bernanke, 'Forever More' [View article]
    Time value of money. Fox viewer example: You borrow $10 and in exchange agree to pay $1 in interest. The inflation rate is 10%, so at the end of the year the $11 you owe is worth the same as the $10 you borrowed. That makes your real interest rate 0% and that is how inflation changes the transaction.

    This will help those that owe money and hurt those that lend money, and that's a debate worth having. But these doomsday predictions are a bit silly.
    Jan 26 02:51 PM | Likes Like |Link to Comment
  • Free Money Thursday: Quoth Bernanke, 'Forever More' [View article]
    You are ignoring the difference between nominal and real interest rates. The real interest rate on Treasuries is currently 0% not 3%. The SOMEONE paying the difference is a typical inflation rate. This is not new math, it's Economics 101.
    Jan 26 01:12 PM | Likes Like |Link to Comment
  • Why Investments In China Will Eventually Be Worthless [View article]
    You missed the other half of the equation. Dollar buys less Chinese goods than it used to, but the Renminbi can buy more American goods than it used to. Balance of trade is partially restored.

    The Renminbi is the name of the Chinese currency. A yuan is a unit of Renminbi. Referring to "the yuan" is technically incorrect. It's a small point, but helps undermine your credibility on the issue.
    Dec 27 01:17 PM | 1 Like Like |Link to Comment
  • Sirius XM Raises Rates, But Blows Opportunity [View article]
    I enjoy their non-music content as well, but how much am I willing to pay for it? I don't spend that much time in my car.

    I'm not out to bash SIRI. You seem emotionally invested in the company, so I'm trying to give you a realistic consumer perspective.
    Sep 15 10:18 AM | 1 Like Like |Link to Comment
  • Sirius XM Raises Rates, But Blows Opportunity [View article]
    Netflix is losing subscribers since raising rates.
    news.cnet.com/8301-310.../

    I was one of them and I will probably cancel my sirius xm subscription too. There are too many free alternatives.
    Sep 15 09:20 AM | Likes Like |Link to Comment
  • Beware the Rising Oil Price Headwind [View article]
    who are you "quoting"?
    Dec 28 05:14 PM | Likes Like |Link to Comment
  • Inflationary Thursday: Ben Drops the Big One [View article]
    From the article you recommended: The consumer price index for all items minus food and energy rose 0.8% over the year to September, the lowest 12-month increase since March 1961, the Bureau of Labor Statistics said.

    The article attributes rising food costs to growing demand in emerging economies. This is specific to one industry, not inflation.
    Nov 5 05:06 PM | Likes Like |Link to Comment
  • Inflationary Thursday: Ben Drops the Big One [View article]
    > Around this time last year, in the middle of QE1, many pundits claimed that inflation was not going to be an issue.

    There hasn't been any meaningful inflation since then, so those pundits were correct.
    Nov 4 01:16 PM | 4 Likes Like |Link to Comment
  • Pied Piper Politics; Krugman and Candle Makers Complain About the Sun; Global Trade Wars [View article]
    If you are in favor of free trade, wouldn't you want the exchange rate to be determined by free market dynamics and not by Chinese government intervention? Seems like you are suggesting the opposite.
    Sep 27 08:03 PM | 1 Like Like |Link to Comment
  • Sinking Ships: Unemployment in Massachusetts and Rhode Island [View article]
    We loathe you too, Wayne.
    Nov 20 08:49 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
13 Comments
14 Likes