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Jeb1517

Jeb1517
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  • Sirius XM: Does EPS Matter? [View article]
    Huge fan of your articles but not really following you on this one so please help me out. It's one thing to buy back shares but to borrow and buy back is something else. You say SIRI comes out ahead as long as it appreciates more than the cost of the loan. But it's not like they are going to sell those shares back so how have they profited?

    Like if I, as an investor, borrow at 6% and buy a bunch of SIRI shares, then sell after a year when let's say SIRI appreciates by 10%, I've made a 4% profit. But SIRI isn't selling anything back... And since they are not paying a dividend, what are they saving by buying back shares? Apple pays a 2% dividend let's say, so when it borrows at 1% to retire shares, it comes out ahead because it's saving the dividend money. SIRI isn't saving anything because those shares aren't costing it anything. What is it getting back for the interest payments?

    So I think it's good to buy back the shares, but not to borrow so much just to do it. They have the free cash flow, why not just use that only? Not trying to contradict, just trying to understand investing better. Thanks.
    Aug 19 01:00 PM | Likes Like |Link to Comment
  • Sprint launches new Family plans, aims for high-ARPU users [View news story]
    So let me get this straight. Sprint is offering a 20GB bucket for $160/month, but the 8GB bucket costs $170/month? I'd also like to echo Yankeeworld3 and PeeEm's comments regarding Sprint's terrible service. Even when the phone says LTE I'll be lucky to stream a video from ESPN. The data and connection quality is just atrocious. I live in Chicago suburbs.
    Aug 19 10:41 AM | Likes Like |Link to Comment
  • Fitlife Brands Achieves 188% Growth Rate [View article]
    When are Q2 results?
    Jul 24 12:11 PM | Likes Like |Link to Comment
  • Apple Dithers While Google Reinvents The Smartwatch [View article]
    Translation: Even with 1 hand tied behind its back, Apple is kicking everyone's a$$ when it comes to the only metric that counts. Making money.
    Jun 27 10:16 AM | 5 Likes Like |Link to Comment
  • Xplore Technologies: The Other Tablet Manufacturer On The Verge Of Exponential Growth [View article]
    Basically why it was so high before (above 400 at one point)? I don't think it had any splits so was it just a much smaller share count or something? It doesn't really add anything to today's discussion but I was just curious. Thanks.
    Jun 5 05:34 PM | Likes Like |Link to Comment
  • Xplore Technologies: The Other Tablet Manufacturer On The Verge Of Exponential Growth [View article]
    The 10 year chart is very interesting! Can you talk a little bit about why you think the share price used to be so high? Or like a brief history of the stock price? Thanks for the excellent article.
    Jun 5 10:02 AM | 1 Like Like |Link to Comment
  • Putting Apple's Dividend Into Perspective [View article]
    As mentioned in other articles, Apple's dividend as a percent of FCF is deceiving. They can only use US cash flow to pay the dividend. When compared to only the domestic cash flow, the percentage jumps to above 70% if I recall correctly. Any thoughts on this?
    Apr 30 05:52 PM | Likes Like |Link to Comment
  • Why Gogo Is An Excellent Investment [View article]
    Your argument doesn't really make sense. The $5B market is estimated in TEN YEARS. I'll repeat, TEN YEARS. Yet you say GOGO will have 50% of this estimated market in 3 years??? Also, if you're expecting revenue of $2.5B in 3 years, that's a 700% increase from est 2013. But the YoY revenue growth has been trending down; 69%, 46% and 33% for 2011, 2012 and 2013 respectively. I'm actually long GOGO right now but am considering getting out.
    Apr 7 01:02 PM | 1 Like Like |Link to Comment
  • Why Gogo Is An Excellent Investment [View article]
    If the entire market is expected to be $5B in TEN YEARS, and GOGO is valued at $2B TODAY, doesn't that seem over valued?? Like you said the whole market today is only $350M.
    Apr 3 10:43 AM | 2 Likes Like |Link to Comment
  • Google's Going Ex-Dividend (A Stock Split) [View article]
    Seems pretty simple to me. The dividend and the split are 2 separate events. For the split it doesn't matter when you bought the stock. But if you bought on or after the ex div date, then you will be left out of any potential div payment in a year. That's my take.
    Apr 3 10:40 AM | Likes Like |Link to Comment
  • Why I Think The Container Store Group Is A Healthy Investment At These Prices [View article]
    Is there a lock-up expiration coming?
    Apr 1 11:44 AM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    Why not tell us who the bad apples were? Or at least which stocks were the subject of promotion?
    Mar 27 02:42 PM | 17 Likes Like |Link to Comment
  • Sirius XM And Liberty Media: What To Expect Short-Term [View article]
    jessenash, that 2.92 gap being filled doesn't sound so crazy anymore.
    Mar 25 12:00 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    An efficient model compared to what?? That's the problem, there is NO alternative to the dealer for new cars so there's nothing to compare it to (except for Tesla but that's only recently). Let's look how efficient they are in a market where there are alternatives; used cars. There are used car dealers, places like Carmax, auctions, and good ole craigslist. Compare buying at carmax to a dealer and there is a world of difference. Carmax beats a dealer hands down. I personally have bought all my cars privately and can't understand why people even put up with dealers. Here's an exercise for anyone that thinks a dealer is efficient. Walk in and make a reasonable offer for a car, any car. They will never tell you yes or no. They want to put you through the ringer, "oh sure why don't you common in and we'll talk about it". Right. No thanks.

    Oh and regarding going somewhere else if you don't like the dealer; dealers with bad reviews continue to stay in business. Why is that? Because they have a product you can't get anywhere else. Most people would rather put up with it than put in the effort to give their business to someone who deserves it. I can afford a new car but I refuse to buy one specifically because of my dislike for dealers and how they operate.
    Mar 12 12:05 PM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "That said, the franchised dealer model has worked reasonably well over the years. Some better than others, but, for the most part, pretty efficient."

    Is this a joke? If not, what planet are you on? If so, lol.
    Mar 12 09:39 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
48 Comments
89 Likes