Seeking Alpha

kowtowcow

kowtowcow
Send Message
View as an RSS Feed
View kowtowcow's Comments BY TICKER:
Latest  |  Highest rated
  • Caveat Emptor Beckons [View article]
    He's still on Fox.... because it's Fox.
    Apr 4 11:51 AM | Likes Like |Link to Comment
  • Coach: Analysts Upgrade Retailer To Business Class [View article]
    ROASTED.
    Mar 13 01:09 PM | 3 Likes Like |Link to Comment
  • Uni-Pixel: Possible Securities Regulation Violations And A 109-Page Lawsuit Are Questioning Management's Credibility And UniBoss [View article]
    haha the comments on this article have a vastly different sentiment than the comments on your first hit piece on $UNXL. #lostcredibility
    Mar 1 11:41 AM | 1 Like Like |Link to Comment
  • Google's Glass Ceiling Is Upward Of Its $1000 Target Price [View article]
    just because google and apple are both tech giants doesn't make them the same kind of company. google doesn't rely on new product releases every year like apple does -- all it has to do is maintain its cash cow search business, which has consistently been market leader, despite efforts from bing and yahoo. in the meantime, it can use that cash thrown off from search to fund "moonshots" like google glass. not everything will be a commercial hit, but eventually something will stick and it'll be huge for their stock. they're like a venture capital firm that generates its own capital to invest with. long $goog.
    Feb 28 12:37 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    awesome analysis -- thank you, sir!
    Feb 20 01:49 PM | 1 Like Like |Link to Comment
  • Chronically Criminal: Shielding The Public From Medical Marijuana [View article]
    wait, no. i must've missed it -- i see the stock is down nearly 19% today. is that what you're referring to? in my face indeed.
    Feb 15 04:04 PM | Likes Like |Link to Comment
  • Chronically Criminal: Shielding The Public From Medical Marijuana [View article]
    @burmamonster -- i can't wait for you to get burned on this.
    Feb 15 12:03 PM | 3 Likes Like |Link to Comment
  • Schwab Unveils Game Changing Commission-Free ETF Platform [View article]
    http://bit.ly/VLlce4

    seems like sharebuilder charges $9.95 per trade whether you're investing in equities, etfs, or whatever. shwab's etf one source is commission-free for funds that are part of it (eg: invesco, state street)
    Feb 8 11:47 AM | Likes Like |Link to Comment
  • Amazon: Boom Or Bust? [View article]
    i don't think they're losing money in the sense that they're heading down the road of insolvency. they took a big hit on an equity investment of $155 million, which pushed their net income into the red. adjusting out that write-down (a nonrecurring event that is also non-operating), they would've made $117M in net income. still god awful margins, but definitely not losing money. on top of that, AMZN has $8B in cash and generates an average of $2-$3 billion in free cash flow each year (this past year, it was down to $400 million because they spent nearly $4B on CapEx investment). working capital is about $2.3B. i'm short AMZN in the short-term, but i certainly don't think it's a stock that can be ridden to zero.
    Feb 4 08:01 PM | 1 Like Like |Link to Comment
  • London Calling On The BB10 [View article]
    foxfoxcool -- even my 3 year old knows not to wish such a thing upon anyone. grow up, little boy.
    Feb 4 07:17 PM | 3 Likes Like |Link to Comment
  • "Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison."  The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
    is that a phablet in your pocket, or are you just happy to see me?

    unless you're a man with a satchel, you have limited space to store things when you go out. wallet, keys, smartphone. your phone shouldn't be 1/4 the size of your thigh. if i wanted to watch a movie, i'd stay at home and watch it on my flatscreen 32'' HDTV, not some cumbersome 7'' phone.
    Feb 1 02:56 PM | 8 Likes Like |Link to Comment
  • Amazon's Circus: Good, Bad, And Ugly [View article]
    hm... sounds like higher taxes at AMZN are here to stay. thanks for the response!
    Jan 31 01:23 PM | Likes Like |Link to Comment
  • Amazon's Circus: Good, Bad, And Ugly [View article]
    hey bill, thanks for the read.

    quick question on the tax rate. AMZN's effective tax rate was 57.6% in Q4 2012 and you reasoned it was likely because more heavily taxed N.American operating profit constituted a higher proportion of total op. profit in Q4 2012 vs. Q4 2011. but if the corporate tax rate in the US is ~35-40% and taxes are charged as a % of EBT (so you won't be paying a higher tax than you've earned in EBT), wouldn't you expect AMZN's effective tax rate to be a blend of their NA and international operations? ie: the tax rate should be a touch below than that range, not 15%+ above it (58%). am i missing something here?
    Jan 31 12:23 PM | Likes Like |Link to Comment
  • RIM: A Short Opportunity [View article]
    so........ you're doubling down on your position because RIMM bought 30 seconds of airtime for $4 million? how avant garde of RIMM, i'm sure no other company has thought to do that.
    Jan 28 05:41 PM | 1 Like Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    man, i thought i was the only one still holding the stock with a 20% loss and over 10% of my portfolio allocated to AAPL -- misery loves company.

    thanks for the read.
    Jan 25 07:39 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
40 Comments
57 Likes