Seeking Alpha

Rose_Colored_Glasses

Rose_Colored_Glasses
Send Message
View as an RSS Feed
View Rose_Colored_Glasses' Comments BY TICKER:
Latest  |  Highest rated
  • Intel: Reported Mobile Losses (Economically) Overstated By $1.2 - $1.5 Billion [View article]
    If you believe that INTC is "over penalizing" its growth segment, its challenge, I got ocean-front property in Kansas to sell ya.
    Nov 24, 2014. 08:27 PM | Likes Like |Link to Comment
  • Get Paid To Wait: How BP's Yield Makes Up For Uncertainty [View article]
    It does seem odd that a government would fine a company into bankruptcy after the damage has been "fixed" - but hey its a brave new world.
    Nov 12, 2014. 12:01 AM | 1 Like Like |Link to Comment
  • Why Delta Air Lines Stock Is Still A Buy [View article]
    I will never, ever own an airline stock. Any of them. I just don't like industries that basically have a business model that makes you more irritating to your customers every day. Charge for a bag and get $25 bucks after paying $800 for a ticket. Great revenue kick. Now how do you grow on that decision? Find an even more irritating way to stick it to the customer. Slave to energy prices, no good way to handle variation in their operations just stay away from these guys. There are so many options in the market just don't get investing in this space.
    Nov 6, 2014. 04:07 PM | 1 Like Like |Link to Comment
  • Ensco Plc: Complete Fleet Status Analysis And Third Quarter Results [View article]
    Well that didn't cheer me up - but it is likely accurate.
    Nov 4, 2014. 08:22 AM | Likes Like |Link to Comment
  • Ensco Plc: Complete Fleet Status Analysis And Third Quarter Results [View article]
    Thank you for your post and follow up comment FT. If they are indeed solid in their divvy - I will have the patience to hang on. Will be interesting though - least favorite stock in my portfolio right now.
    Nov 3, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Ensco Plc: Complete Fleet Status Analysis And Third Quarter Results [View article]
    Really enjoyed this article, thank you very much. Couple of quick hitter observations:

    1. I guess another way of saying you are not going to raise the divvy is saying you are committed to the old one. I don't really care, I am losing my rotund arse on this one and I think they need the money more than I do. Staying patient sort of because I have to.

    2. I still have problems getting my arms around this industry/company. Wish I would have tracked longer before entering (at $47) You just see PE ratios that are absurd vs. the rest of the market. You see a press release like "ESV beats on revenue $.25, EPS, and gives solid guidance - down AH."
    Nov 3, 2014. 01:11 PM | 1 Like Like |Link to Comment
  • Intel: Will The Dividend Rise In 2015? [View article]
    Rand Paul is the only one I hear talk about this as a huge issue - but I do think he is right. The problem is you sort of have to tackle the tax code at the same time. Basically from the POTUS point of view, these moves are tax evasive in nature, and if you permit a repatriation, you would be throwing gasoline on the fire. To your point, a "one time" deal with strict definitions on how the money stays in the USA economy seems like a great idea.
    Nov 3, 2014. 10:49 AM | 1 Like Like |Link to Comment
  • Intel: Will The Dividend Rise In 2015? [View article]
    Could very well be but I am looking from another perspective. You build in the 3rd quarter and then if you miss your Q4 you are basically toast. My struggle with the overall market, too much underemployment, too much decline in wages, and too much coming out of the economy in taxes. Has to be a judgment day sometime no?
    Nov 3, 2014. 10:45 AM | Likes Like |Link to Comment
  • Intel: Will The Dividend Rise In 2015? [View article]
    I do not think Bryan has the same focus on divvy that the previous administration had. Don't think he gives a rat's tiny arse. I think he would rather use the cash for product road maps, and the way he is been handling that - it is ok in my book. I still think that while INTC has shown some nice improvement, it is not like they have turned the corner and have no worries. Inventories are high, tough market - I think they have some risk in 2015 and would be better served to keep the cash.
    Nov 3, 2014. 01:06 AM | 1 Like Like |Link to Comment
  • ConocoPhillips to spend less in 2015, below $16B [View news story]
    Greedy Bahama - they give you a great yield - they gave PSX that became a triple bagger.
    Oct 30, 2014. 10:46 PM | Likes Like |Link to Comment
  • Ensco beats by $0.26, beats on revenue [View news story]
    I would love a chance to get out - in at $47
    Oct 29, 2014. 09:32 PM | Likes Like |Link to Comment
  • Ensco beats by $0.26, beats on revenue [View news story]
    Oxy - what are you expecting - flat with no increase?
    Oct 29, 2014. 09:31 PM | Likes Like |Link to Comment
  • My Dividend Growth Investing Epiphany [View article]
    Would be a great to keep us posted on that analysis. I have often thought about going into rental properties - but I just keep staying away from it due to the hassle/risk of vacancy, large repairs etc. Very interested though in your future take.
    Oct 27, 2014. 09:15 AM | 1 Like Like |Link to Comment
  • Investors Should Pay Attention To Ebola - It Is Getting Worse [View article]
    It is scary, and I think the lesser developed nations will be just ravaged. I think the numbers are already probably there and the issue is either intentionally or unintentionally reported. I saw a clip from Liberia - hundreds of people just dying and laying listlessly in the streets - very sad.
    Oct 27, 2014. 09:12 AM | 2 Likes Like |Link to Comment
  • Investors Should Pay Attention To Ebola - It Is Getting Worse [View article]
    Take care my friend and God bless for your efforts - I certainly do not have the courage or selflessness to go to the battleground on that one. So hat tip, stay safe.
    Oct 27, 2014. 08:58 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
955 Comments
1,675 Likes