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  • What Apple's Buybacks Mean For Investors [View article]
    You are talking about PE writing a $450B equity check (or somewhere near there). Would have to bring in too many PE firms and would be too complex. Never say never but doubt this could happen.
    May 6, 2015. 04:51 PM | 4 Likes Like |Link to Comment
  • A Five Fund Basket For The Long Haul [View instapost]

    Really enjoy reading your articles. I like this strategy yet have not been able to pull trigger on large allocation to TLT or bonds in general due to 30 year bond bull market and expected fed increases. It has served me well last few years but feel as though I may be taking on perhaps too much risk/drawdown. I have built a pretty substantial portfolio and due to size have bought individual securities that mimic funds like this and keep an eye on monthly updates to avoid expense ratios. It also helps with tax loss harvesting strategies due to all assets in taxable accounts.

    Question I have is do you personally have such high allocation to TLT and do you feel comfortable with its valuation/risk knowing what may be coming? I know it is a great hedge/buffer but it scares me and looking for some advice/thoughts?
    Jan 24, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Walgreen on board with Apple Pay while peers wait for alternative [View news story]
    CVS and RAD will be forced to implement Apple pay soon. They require SSN and bank info to set up your account with MCX. What idiot is going to give them that info, and lose fraud protection and cc points as well, just so they can forgo paying merchant fees?
    Oct 29, 2014. 11:12 PM | 2 Likes Like |Link to Comment
  • Here's The Alarming Table Kinder Morgan Doesn't Want You To See [View article]
    Pretty simple what Hedgeye does - they prey on people that don't understand companies with high capex, levered debt, large depreciation, and low net income, and try to scare retail, unsophisticated investors out of their positions.

    They throw out high P/E ratio's, maintenance capex issues, and people run scared. I say shame on Hedgeye for these tactics, and shame on investors for not understanding their investments.

    Aug 12, 2014. 03:35 PM | 10 Likes Like |Link to Comment
  • Rackspace: Beyond The Price War [View article]
    RAX rents you your servers, switches, etc (compute and storage) and they manage for you on a monthly recurring contract.

    Equinix provides Data Center and network but you provide computers and manage your environment on a monthly/yearly contract.

    DLR provides only wholesale Data Center and you have to manage all your gear and you have to sign 5, 10, 20 year lease.
    May 7, 2014. 05:14 AM | Likes Like |Link to Comment
  • Retirees Beware Of The Many Dangers Of Holding Overvalued Stocks [View article]

    Put simply, you are da man. Love your articles and have been using FASTgraphs and just changed to a premium subscription.

    Having run tech companies for 23 years, I love it when you throw those 1999 and 2000 year charts up. Really hits home how important valuation is to long term returns. What's really funny is when I sold my first tech company in 1999 before the market crashed, everyone was telling me how stupid I was. 6 months later my company would have been worth 15% of what I sold it for.

    Nov 2, 2012. 11:29 AM | 2 Likes Like |Link to Comment
  • EMC Enters Oversold Territory [View article]
    EMC's major competitor is Netapp. Just FYI, but agree with valuation being attractive.
    Jul 7, 2012. 09:08 AM | 1 Like Like |Link to Comment
  • Rackspace: A Poor Business Model That's Severely Overvalued [View article]
    Not an equipment issue or timing issue any longer. Older gear can just get thrown into the cloud. Most managed hosters like RAX will not sign 1 year contracts for large capital outlays for clients, but typically 2 or 3, which is very profitable for RAX to keep customers on the eqpt. for 3 years (typically clients stay on much longer than 3 even), then just throw it into the cloud. The compute is depreciated and just becomes free cash flow in the cloud after that. Cloud has really helped RAX and makes compute cycles usable for many years.

    More important issues for RAX are churn, growth, and capacity and capex management,

    RAX is a cash cow, has operational leverage, and will continue to prove people wrong about IT outsourcing. IBM and other large outsourcing companies have been doing this type of capital outsourcing for clients for many years, yet it's OK for them, just not RAX?
    Nov 17, 2011. 01:57 PM | Likes Like |Link to Comment