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  • Alibaba Taps The Economic Potential Of Xinjiang [View article]
    Thanks for some info. But, I have a pet peeve. BABA is a "nearly $300-billion enterprise..." What does that mean?

    I wish journalists would measure BABA by its own receipts and cash flows, not the value of merchandise and services it processes.

    BABA does NOT generate $300-billion of its own sales, or revenues. That's what counts.
    There's a gee-whiz phase to BABA's entry on the world stage that I hope is about over. Serious reporting would be timely.

    Thanks, though, for the news that Softbank also has a stake in Snapdeal. I wonder if Ma is interested in Germany's Rocket Internet, newly trading on the Frankfurt exchange.

    It operates web shopping sites in some 50 countries on the models of e-Bay and BABA. It proudly and strategically copies what works in other countries.
    Dec 5, 2014. 06:13 PM | 1 Like Like |Link to Comment
  • Alibaba's Ma Eyes New Partner In Apple's Cook [View article]
    I appreciate any information and insights into Alibaba and this space. But, the author gives no reason for his conclusion a tie-up of any sort would "not work." He rests his conclusion on (his) speculation Cook and Ma would clash.
    Well...huh? This ain't the stuff of HBS, or even Yahoo Finance. Next time come back with a little business and market analysis to support your conclusion.
    Oct 29, 2014. 10:53 PM | 3 Likes Like |Link to Comment
  • Tesla must stop selling cars without a dealer, New Jersey agency rules [View news story]
    Sleazy Christie crony capitalism.
    I suppose Tesla could still open museums and display centers of electric cars, then provide shuttle access across the GW Bridge to a Tesla, for instance, electric auto dealer.
    Also, I suppose there is nothng illegal in Tesla operating service centers in New Jersey, or do the Sopranos object to that, too?
    Mar 11, 2014. 05:53 PM | 2 Likes Like |Link to Comment
  • Tesla Motors narrows Gigafactory site candidates [View news story]
    Nevada..likely cheaper real estate, especially for solar expansion, looser regulations and it gets two US Senators thrown into the deal free.
    Mar 7, 2014. 03:20 PM | 3 Likes Like |Link to Comment
  • A Closer Look At The Insider Buying Going On At JPMorgan Chase & Co. [View article]

    A rule of basic journalism would call for the reporter to cite sources, or make attributions.
    Placing a value on insider information is common sense, and frequently wrong. So, be careful on whom you follow. The author makes decent attributions here, though.
    As a supplement to this article, I suggest the reader check out Yahoo Finance's JPM profile. From looking at it, I see that in the last six months there have been three JPM 'insider' buys and 13 'insider' sells. The profile gives more detail on those, and other, purchases and sales.
    Feb 27, 2014. 05:05 AM | 1 Like Like |Link to Comment
  • SolarCity -2% AH after posting Q4 numbers, Q1 guidance [View news story]
    up News Ahead...waiting for word on rumoured Tesla gigafactory....spike or falling knife.
    Feb 24, 2014. 10:03 PM | Likes Like |Link to Comment
  • Why Chesapeake Energy Isn't A Takeover Target [View article]
    19 in market cap, 13 in debt...might be pricey in these off-peak days for nat gas. But, I do not know how that debt might be handled by a bigger balance sheet. Also, there are some general investing principles that are not completely buried by some bad numbers referenced here
    Namely, 'buy on bad news, sell on good,' for one. The negative free cash flows and debt are legacies from Aubrey McClendon days. It's a new company. This is still a turn-around story...a work in a down market for nat gas.
    RDS and especially BP need new sources of energy. Off-shore drilling is expensive, too, with loser prospects all over. So, what option is most attractive?
    An energy player would be smart to "get in" to the American gas while the sector news is bad and the turn-around work is in progress from the 'wild west' McClendon days.
    Oh yes..small math issue..35 is the high, not current 28. And, a mention of a company sale is not the same as speculation on price.
    Oct 27, 2013. 05:05 PM | 2 Likes Like |Link to Comment
  • With the Right Dividend Stocks, How Much Money Would You Really Need to Retire? [View article]
    Actually, my CBNC fix comes early in the morning...Squawk Box. Actually, since I moved to New Zealand with my laptop, it's a late night show.
    Regardless, the trio of Andrew Ross Sorkin, Becky Quick and 'the other guy,' plus an amqzing array of orporate and government guests, provides me with the most intelligent discussion forum of economics, corporate perspectives beyond today's stock price, and government activities. And, it has a little trader mentality mixed in.
    I will also watch 'Fast' since I truly do want more stock jock talk to keep me remonded about the daily hustle of market reality.
    But, Maria and most of the rest of CNBC programming is just play-by-play news-noise.
    As for Bloomberg, sorry. Never been impressed.
    Sep 13, 2013. 07:01 PM | Likes Like |Link to Comment
  • Executive positions cut at Chesapeake Energy [View news story]
    Any re-organization that eliminates vice-presidents instead of, say, rig workers, is lookin' good to me.
    Sep 10, 2013. 06:52 PM | 3 Likes Like |Link to Comment
  • More on the Wunderlich downgrade of the mREITs (REM +1.2%), (MORT +1.3%): The "lack of liquidity reached crisis levels" on Friday, says the team. "Price discovery has become a very uncertain process and we believe there is a risk that some entity - be it a mREIT or a hedge fund - could fail to meet margin requirements ... while we hope to be wrong in this case, equity investors need to be mindful of the potential downside scenarios." [View news story]
    , I think July 5 must have been 'take your child to work day' at Wunderlich.
    Jul 9, 2013. 03:57 PM | 1 Like Like |Link to Comment
  • More on the Wunderlich downgrade of the mREITs (REM +1.2%), (MORT +1.3%): The "lack of liquidity reached crisis levels" on Friday, says the team. "Price discovery has become a very uncertain process and we believe there is a risk that some entity - be it a mREIT or a hedge fund - could fail to meet margin requirements ... while we hope to be wrong in this case, equity investors need to be mindful of the potential downside scenarios." [View news story]
    This is quite some outfit. Wunderlich waits until there's a nice 30-percent drop in stock prices before slapping on a 'sell?' Way to be on top of it, Wunders.
    Jul 8, 2013. 05:13 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Partners (KMP) restarts the 307K bbl/day Trans Mountain pipeline after repair crews finished their work on a defect that prompted a small oil spill - roughly six barrels - earlier this week. KMP plans to almost triple the line's capacity, which extends from Alberta to B.C. and Washington state, and critics were quick to seize on the spill: "Where oil moves, it spills," says the head of B.C.'s Sierra Club. [View news story]
    Sierra Club..."where oil moves, it spills." Good one.
    Try the rest of it, 'where oil spills, oil gets cleaned up, area gets re-mediated, a few dozen lawyers get amply fed and a few thousand locals get rather rich."
    In short, without the barbs, there is a solution to the problem. Just sayin.'
    Jun 14, 2013. 07:03 PM | 5 Likes Like |Link to Comment
  • Annaly: Waiting To Buy Still The Best Course [View article]
    No worries on your integrity from this reader.
    It's an odd situation, though. On one hand, you can be 'accused' of 'talking your book' and steering the market to your advantage (like this SA audience moves markets?). On the other hand, you are 'putting your money where your mouth is,' which indicates conviction to me.
    On a third hand, I personally am suspicious of folk who proffer analysis and advice, but have no 'skin in the game.' Why do they bother researching the stock?
    So, thanks very much. I value your views and trust your motive.
    Though, full disclosure at this end, I maintain long positions in NLY and AGNC through these touchy times.
    Jun 13, 2013. 01:45 AM | 4 Likes Like |Link to Comment
  • PennyMac Financial Services (PFSI +8%) flies after Lee Cooperman's Omega Advisors discloses a 21.6% stake in the just-IPOed mortgager company founded by former Countrywide exec (and PMT CEO) Stan Kurland. [View news story]
    What does this do to PMT? I worry it now becomes a mere milk cow for PFSI. Will Mr. Kurland leave enough income for PMT to continue its 9+% dividend?
    I also wonder if we are seeing a rotation out of PMT into PFSI. From recent SEC filings it appears virtually all PMT executives are buying into its management shares since that seems to be where the PMT revenues will flow.
    May 20, 2013. 05:19 PM | Likes Like |Link to Comment
  • Living Off Dividends in Retirement [View article]
    I've always found it curious that folks who preach the four-percent "rule" exclusively never quite account for a stock's dividend income in addition to any possible capital gain.
    Just the same, I've always found it curious that those who preach dividend income exclusively fail to point out the technical truth that a company that pays you your dividend does so with your own money...namely that the funds to cover dividend checks come straight from retained earnings, or such. And, that the stock price drops exactly by the amount of the dividend.
    The trick to a good dividend stock is getting the company whose stock more than recovers from its "ex-dividend" price so you really do get "free money."
    Also, pleae point out that the goal of dollar cost averaging is to achieve average..if 'average' is your thing. I prefer to consider starting a new position in a new stock as an alternate..aiming for better-than-average.'
    Further, I've never been a fan of diversification. Again, it aims to ensure mediocre other words, you sell what's working and load up on laggards? That's safe, I guess.
    As a general philosophy, I agree it's good not to trust your own judgement, or believe your own bull. Speaking for myself.
    Remember, there are tw other "tricks" to a well appreciated dividend portolio: writing calls against highly-appreciated stock for the little extra income selling contracts can bring in, and possibly borrowing on margin to get some speculative money flowing in an otherwise staid old cash machine. That could be paying seven-percent mney for a 10-percent yield, or buy this year's hot stock (aapl for instance) on margin. That's gambling.
    A final thought in proper budgeting would be to spend this year what you earned last year. In other words, have a sweep account for all dividends and capital gains from last year's adventures so you know what you can spend this year. Stash away this year's winnings in the same sweep account fr next year.
    Just noodling...
    Apr 29, 2013. 06:37 PM | Likes Like |Link to Comment