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jdhawk

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  • Netflix: The Real House Of Cards [View article]
    The author incorrectly sets up a straw man- that subscribers of any of the mentioned streaming services are choosing either one of the other. What customers are doing is subscribing to multiple streaming services and dropping their satellite and cable company. By doing so, they are getting programming that they actually watch and saving hundreds and sometimes thousands a year by doing so.

    The days of subscribing to satellite and cable companies are fast coming to a close. No one wants to pay over a hundred dollars a month for 200 channels when they only watch less than a dozen of them and the rest of them are trash programming and/or infomercials.

    I have several streaming subscriptions and HD antenna for network channels. My grown kids have never had a satellite or cable subscription.

    By the way, of the several streaming services that I subscribe to, Netflix is by far the best of them and it keeps getting better. Their original content is award wining that is often much better than many movies with budgets many times greater. Also, I like the fact that I can watch as many episodes as I care to when I want to watch them. Instead of, for example, every Thursday night at 10:00PM except when the network sticks you with a rerun or some other programming. The other thing that is terrific about Netflix - NO COMMERCIALS! The networks stick you with 22 minutes of commercials for every hour long program. What a waste of time.

    In conclusion, as more and more people cancel their satellite and cable subscriptions or even augment with streaming subscriptions, Netflix, the leading growth name and pure play in this space, is going to get much of the action. Having said that, I have no idea what the stock price will do, but so far shareholders have been handsomely rewarded. My guess is that will continue.
    Apr 4, 2015. 05:08 PM | 4 Likes Like |Link to Comment
  • Why Investors In Netflix Should Be Cautious [View article]
    I subscribe to Netflix, Amazon Prime and Hulu Plus and have the network channels coming over HD TV antennas (which also provides me with over 40 additional local channels) to flat panels which have either Wi-Fi built in or connected to Roku (which also provides me with many many additional channels - most free; some pay per view).

    In other words, I am happy "cord cutter." I have no subscription to Comcast, Dish, Time Warner, etc. And, there are a lot like me and growing in number. My savings is over hundred dollars a month. Yet, I have more actual entertainment and news to choose from then any of the likes of Comcast, Dish, Time Warner, etc. I used to be Dish subscriber with the 200 channel "package." I watched maybe 10 channels of that. The rest were crap commercial tripe or of no interest.

    The article that this author ought to be writing about is the "value" of the aforementioned companies. People are just tired of bundles of crap programming that they never watch, but are forced to pay ridiculous sums for.
    Mar 29, 2015. 11:43 PM | 2 Likes Like |Link to Comment
  • IBM: Why I'm Now Bearish [View article]
    I think as the author of this article you are remiss in not mentioning another "innovative cutting edge" move on IBM's part - the selling of their fab unit to Global Foundries in which IBM had to pay them to take it off their hands.

    In fact, for decades IBM has sold off assets to make their numbers, but to actually pay another firm to do so, is a sad tale.

    Meanwhile, IBM has a stranglehold on the mainframe market that will keep them around for decades to come. And while it seems that they have finally run out of parts of the company to sell, I wouldn't short the company because of that near total monopoly.

    The company just seems tired and its management a whole lot better at getting to an acceptable - at least to Wall Street analysts - EPS, revenue, and dividends by financial maneuvering than cutting edge technology.
    Mar 10, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • Surprise contraction in Japanese GDP [View news story]
    Japan is one of the most heavily taxed developed countries in the world. It has a progressive income tax with maximum of 50% of income. Corporate Tax of 38%. A Payroll Tax of 26%. Then, there is the Prefectural Income Tax at 4% of all income. The Municipal Tax at 5% of all income. The Prefectural Enterprise Tax of 3-5% depending on business of all income. And, finally the now 8% Consumption Tax possibly going to 10% in a few months.

    If you are a Japanese citizen, you have to ask yourself - why work at all - the government is taking nearly all of any earned income.

    The definition of insanity - doing the same thing over and over and expect different results. Every time the liberals get in power, they raise taxes (sound familiar). And, every time the liberals raise taxes Japan goes into recession. This coupled with the highest debt to GDP of any developed country on the planet and they are perennially a low growth country.

    In the last several years, Japan has been in recession in 2008 and part of 2009, 2011, 2012, and 2014.

    The only year in six that it hasn't been in recession is 2013 and its stock market doubled. While 2010 was not in recession it had it problems all it own too numerous to mention here.

    Am I the only one, or does this scream CHANGE COURSE!!!

    Here is the future - with a rapidly aging population, bulging national debt, political gridlock and a risk-averse culture slow to embrace change, Japan's prospects aren't promising. And, this "sanguine" prognosis was from a far left liberal web site, the Huffington Post!

    Nov 17, 2014. 12:32 AM | 2 Likes Like |Link to Comment
  • Gold Still Has Luster: Why You Should Consider Holding GLD In Your Portfolio [View article]
    The market can stay irrational longer than you can stay solvent. ...

    I guess you are out to prove it!

    .
    Nov 5, 2014. 11:56 PM | 1 Like Like |Link to Comment
  • Warning To Netflix Investors [View article]
    At a mere $8 a month, it is the cable and satellite companies with 250 channels but only 10 that anybody watches that need to be concerned. At over hundred a month these companies just don't get the animosity that is building towards them.

    I can spend $8 a month all year and not spend in a single month what my satellite bill is. Even if I purchase a Prime Amazon, Hulu sub, and put network TV on an HD antenna I am still a thousand dollars to the good.

    You've got the right idea,but the wrong companies.
    Aug 20, 2014. 12:36 PM | 1 Like Like |Link to Comment
  • The next frontier for offshore drilling: deepwater fracking [View news story]
    Fracking has been a wonderful success where it has been done on provide lands. The ocean is a whole different story. There, the Ovomit regime with their multiple dragnet of agencies has tied up drilling of any kind with decades of crippling red tape.

    In fact, the only extracting that will be done is the moronic public being scared into to giving millions to the plethora of so-called environmentalists like the "Center of Biological Diversity" that then funnels the money to the democrat party like some endless RICO felony only no one ever get charged, tried and thrown in jail.

    Meanwhile, trillions of dollars of our treasure go to the purchase of fossil fuels from the Middle East that we could have kept here at home. That money, in turn, fuels religious fanatics that would like nothing better than to kill us all if we let them get the chance.

    But, yeah, other than the above, it sounds like a solid plan . . . .
    Aug 7, 2014. 10:34 PM | 6 Likes Like |Link to Comment
  • Why Netflix Will Continue To Climb After Just Meeting Estimates [View article]
    I see further erosion of cable and satellite subscriptions in which the subscriber buys a package of 250 channels, watches half a dozen, and sees nothing put crap on the other 238 with ads 24/7. Then there is the cost! 250 channels will run you 100 bucks a month or more depending on other bells and whistles that one chooses.

    Then, there are subscription services like Netflix that charge a miniscule $8 bucks a month! It is such a paltry sum that some people go for some time without watching a single stream, but don't cancel because there may be something that they do want to watch tomorrow, next week, or even next month.

    And, yes, there maybe more competition coming, but at these prices one can load up on multiple streaming services for an entire year and never touch what it costs for a cable/satellite package for a single month.

    Then, there are the "binge" viewers. They watch an entire series over a weekend and then don't log into the service for days, weeks, months later because of their busy lives. Yet, they keep paying that subscription.

    Meanwhile, the number and types of devices that one can stream from and the bandwidth to stream content keeps being built out. So, it is truly an anytime any place on the planet subscription.

    Yeah, the P/E is ridiculous, but with the above in mind I think that people will continue to load up the truck as the bald guy on that cable channel says! lol
    Jul 22, 2014. 03:34 PM | 3 Likes Like |Link to Comment
  • Wells Fargo little-changed after inline quarter [View news story]
    When you compare the revenue and earnings that came out this morning for C and that stock went UP on the news you have to wonder what investors are thinking.

    WFC outperformed C in every respect and it hasn't suffered from constant lawsuit bombardment by DOJ, et al.

    WFC is the best of the mega banks. Although off of it ~$53 dollar high, I am still long.
    Jul 14, 2014. 11:45 PM | Likes Like |Link to Comment
  • In The Land Of Irrelevant Numbers, Tesla Puts Down A Stake [View article]
    Hmmm. . . For all the hoopla over this car, hybrids, and other EVs, no one seems to be concerned with the impending environmental disaster of millions of 600-1200 pound batteries that are no longer serviceable being dumped who knows where.

    The components of these batteries are highly toxic to the environment. They need to be properly broken down to their constituent parts and recycled. However, there is a cost to such activities. Who bears that cost? It certainly isn't the owners so far as I can tell. Is it the manufactures? Is it us, more than likely, the taxpayers?

    Presently, these gargantuan batteries haven't yet hit the dumps in any great numbers. And, it's largely the manufactures via warranty replacement that are dumping broken, inoperative batteries. The question is where and then what happens to them?

    Before millions of batteries begin being dumped into our environment - just a few short years away - we need to have the above questions answered.
    Jul 11, 2014. 12:45 AM | 1 Like Like |Link to Comment
  • Facebook Buyout Of WhatsApp Offers Asymmetrical Risk To Reward [View article]
    What drove the creation of this application and its wide spread use was Telcos charging separately for air time, messaging, and data. With this application, the user doesn't have to pay for messaging. Thus some say that if it hadn't come along, the Telcos would be as much as 35 billion richer.

    What if the Telcos suddenly stopped charging for messaging? What would be the impact on this acquisition and more importantly on FB's stock price?

    What is the likelihood of this happening?

    FB is relying on the Telcos to continue their greedy ways. If they stop, FB's acquisition is going to go the way of the Time Warner/AOL deal - through the floor and onto oblivion.
    Feb 24, 2014. 12:28 AM | 1 Like Like |Link to Comment
  • How Obama's 'MyRA' Plan Will Impact The U.S. Economy [View article]
    The facts are that over 50% of employees that are offered a 401k through their employer do not apply even though that employer will match at 100% of the employees' 6% contribution of gross earnings.

    The low income employee has even less of a clue than the above "well heeled" working stiff. For that reason, it would almost have to be "mandated" (hey! that's what your "fine" now "tax" is under Obummercare) to have a chance.

    The fact that nearly no Americans have a clue about how badly they are being ripped off via the Social Security/Medicare forced contribution scam leaves this writer highly skeptical. As it stands now, Social Security/Medicare is a huge windfall of cash going to the federal government that is spent today, as part of the general fund, while clueless current contributors won't notice there won't be anything for them when they retire. My guess is that if this amounts to anything, it will be handled the same way. resulting in still another multi trillion dollar unfunded mandate imposed on the yet unborn.
    Jan 30, 2014. 10:32 PM | 5 Likes Like |Link to Comment
  • Mobile Advertising Is Facebook's Real Gold Mine [View article]
    There seems to be a lot of talk about "mobile" vs. "desktop" advertising. However, the computer that I am typing this on is a Windows based laptop/tablet hybrid. That is, I am using it as a laptop - at the moment, but for reading after work, I will pull the screen away from the base and yeah - now it's a tablet. So, I guess for the rest of the day if I go on Facebook I will be classified as a desktop user, but this evening as a mobile user? You see where I am going with this.
    Half of all Windows based laptops sold today are convertible to tablets. It is becoming the fastest selling type of laptop. While we probably won't expect Apple to produce a hybrid as described above if only because it would take away from their tablet sales. The difference between the two "types" of users based on the hardware in use at anyone time is rapidly blurring.
    In the "phone" vs "tablet" space the lines are also blurring. With the advent of the "phablet" one minute it is a cell phone and the next it is a tablet. Is one mobile and the other non mobile?
    In other words, the above classifications are fast becoming irrelevant.
    Now for that pesky teen demographic . . . .
    Jan 30, 2014. 02:27 PM | Likes Like |Link to Comment
  • What Happens When Amazon's Growth Rate Slows Just Like Apple? [View article]
    As fascinating as fundamentals may be, technical analysis tells the story that this stock, AMZN, is breaking down from a high of 284. It is below its 20 MA having fallen 20 pts since earnings came out. While time will tell, it appears to be falling to its 50 MA of 258. There is substantial support in the 260 area. If it breaks through this support, then it may move down to the 220-223 area.

    Given the above, there are more attractive stocks to put money into.

    Good luck!
    Feb 2, 2013. 12:54 AM | Likes Like |Link to Comment
  • The Real Truth Behind Apple's Growth [View article]
    I have avidly read nearly every article published on this web site and others as well. Nearly all deal with the fundamental arguments pro and con as to why the stock price of this company should be higher/lower than it is.

    Yet, the technical data has stated for a good while that this stock was a sell. It you didn't sell when the stock went through its 50 day MA around mid October shame on you. If you hung on and waited until the stock price went through the 200 day MA around early November, shame on you twice. If you held your breath while the stock price hit 505 in mid November and then made a move to nearly 600 a couple of weeks later and still didn't sell, shame on you thrice. From 600 the stock price has drifted lower. Today, the stock price has hit its lowest level since February of 2012 in a gap down of over 18 points.

    The simple truth is that all the fundamentals can not be known even by the company themselves. For example, sometimes the company is seemingly doing everything right and the market, the sector, or the stock is just out of favor for some reason. Likewise, the opposite may be true. For example, the market is betting RIMM pulls it out and becomes a profitable cell phone player again. Hence its stock price has been on a tear for some months despite lousy and lousier earnings the last two quarters. .

    P.S. I have owned AAPL in the past and if their earnings are good I am sure that I will own it again - based on the technicals.

    P.S.S. I think AAPL products are the best in each of the categories that they compete in with the possible exception of the Macs - that is more because I have used Windows for several decades now and continue to favor it over Macs for the same the reason that I like the iPhone and iPad - it is all about the apps.
    Jan 14, 2013. 02:33 PM | 1 Like Like |Link to Comment
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