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citizenleung

citizenleung
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  • How Warren Buffett Earns $900 In Dividends Per Minute [View article]
    Compounding is not a factor here because Berkshire does not reinvest dicidends.
    Jul 7 01:32 AM | 2 Likes Like |Link to Comment
  • Can Samsung 'Galaxy Tab S' Crush Apple's Tablet Market Share? [View article]
    I see plenty of Samsung phones in the wild, but not Samsung tablets. Who's buying them other than retailers, anyway?

    And given Samsung tablets' market share, who's using the tablets after purchasing them? Web usage and spending statistics always skew disproportionately (overwhelmingly?) toward iPad.
    Jul 4 03:53 PM | Likes Like |Link to Comment
  • Nike: Soccer Will Be The Company's Next Big Growth Market [View article]
    More important than deals with national teams are Nike's deals with clubs and individual players. Nike sponsors Barcelona, Manchester United, Juventus, Cristiano Ronaldo, and Neymar, and any of these names will earn more for Nike than a deal with a national team.

    Adidas has been hit by Nike already--in two decades Nike has transformed from an upstart in soccer to a strong second place. I see the market share of both companies stabilizing relative to each other. Sponsorships cost more and more, and it would take an ungodly amount of money for Nike to poach one of Adidas' glamour contracts--say with FIFA, UEFA, Lionel Messi, or Real Madrid (forget about Bayern Munich, Adidas also owns about 10% of Bayern).

    If anything, both Nike and Adidas should watch out for smaller companies like Puma (who poached Arsenal from Nike), Under Armor (Tottenham Hotspur), and Warrior (both of its clubs, Liverpool and Sevilla, had excellent seasons).
    Jul 3 06:46 AM | Likes Like |Link to Comment
  • Seeking Delta [View article]
    I seek omicron and upsilon myself.
    Jun 17 10:03 AM | 1 Like Like |Link to Comment
  • Why Are Herbalife's Competitors Channeling Homer Simpson? [View article]
    Herbalife's growth is finite. There are only so many people around who are gullible enough to purchase modern snake oil. Perhaps Herbalife should expand to countries that still believe in the curative powers of witch doctors and rhinoceros horns.

    In the U.S., I'm guessing that there are a lot of people with many jars of Herbalife products in their closets and pantries.
    May 23 03:07 PM | 7 Likes Like |Link to Comment
  • In Defense Of Google Glass [View article]
    Two of your points do not add up. If Luxottica comes up with a Google Glass design inconspicuous enough to be used for spying, then the privacy problem will increase dramatically. Anyone who is wearing innocent looking prescription lenses could be recording you.

    You did not address other important areas--health and safety. Eyes are not made to focus on something so close to the face. Using Google Glass will be just as distracting than using a smartphone, if not more so.
    May 21 08:24 AM | Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Looks like China has your buddy Putin by the balls. Not to say they won't work out a deal in the future, but China will be the winner and Russia will be the loser.
    May 20 08:09 PM | 1 Like Like |Link to Comment
  • BP suffers yet another setback over 2010 oil spill claims [View news story]
    The Obama administration is far different than Putin's. Any rational person can see that. Your statement reflects some combination of ignorance, stupidity, and delusion.

    The judicial system is not a part of the executive branch, and most of the claims are private. Why did you bring up the Obama administration, anyway? For what is worth, the Fifth Circuit, which decided the case, is considered among the more conservative circuits. Of the fourteen Circuit Judges, four were appointed by Reagan and six were appointed by Bush II. If any group would have let BP weasel its way out of its responsibilities, it was this one. BP obviously did not have a leg to stand on, and it deserves whatever is coming to it.
    May 20 07:56 AM | 7 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Suggesting that Putin is possibly becoming more shareholder friendly? Suggesting that what has happened/is happening in Russia is similar to what is going on in the United States?

    You are delusional at best and insane at worst.
    May 18 07:57 PM | 4 Likes Like |Link to Comment
  • Russia: The Cheapest Emerging Market You're Overlooking [View article]
    Why would you invest in a company that serves a country's geopolitical goals rather than its shareholders?

    Given how the rules in Russia can change at any time, one could reasonably argue normal financial metrics do not fully apply in Russia. It is entirely possible that Russian companies are overvalued.
    May 18 10:53 AM | 7 Likes Like |Link to Comment
  • Is National Oilwell Varco A Good Buy Over Schlumberger And Halliburton? [View article]
    If one makes a list of the best stocks in the entire energy sector, both NOV and SLB would be near the very top. No need to choose--just buy both.
    May 6 04:42 PM | 4 Likes Like |Link to Comment
  • BlackBerry Demystified 4: The Developers Are Boarding Flight Q20, BlackBerry Classic [View article]
    BBRY doesn't have a hidden sales force--it hidden sales (and hidden profits).
    May 1 05:37 PM | 2 Likes Like |Link to Comment
  • Raven Industries: Unknown Dividend Growth King You Should Know About [View article]
    What do you make of Raven not increasing its dividend last month? I don't think a company would stop a 27-year streak of dividend increases without good reason.
    May 1 03:24 PM | Likes Like |Link to Comment
  • Twitter's full-year revenue outlook disappoints [View news story]
    Why couldn't Twitter fit its report in 140 characters?

    #ToLongToRead
    Apr 29 04:34 PM | 4 Likes Like |Link to Comment
  • Express Scripts: Just What The Doctor Ordered [View article]
    Express Scripts has a moat in its industry, but how valuable is the moat if the industry itself does not serve any true purpose?

    Ultimately, PBMs are useless middlemen that add costs to the system. No one would miss them if they weren't around.
    Apr 29 04:25 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
246 Comments
666 Likes