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
  • Green Mountain Deal With Coca-Cola Shows Desperation [View article]
    Bill - I like your stuff but I am missing something from the 2 points below:

    1. Fail to see the importance of the motivation, if they were desperate to survive and made a good deal - so what? If the deal is good the deal is good or am I missing something?
    2. They didn't hide their results - they were there and as proof you put them in your article.
    Feb 6 08:25 AM | 4 Likes Like |Link to Comment
  • Green Mountain Deal With Coca-Cola Shows Desperation [View article]
    I think you are underestimating KO. They have the most powerful, cost efficient distribution network in the industry. They can get you anywhere, anytime.
    Feb 6 08:18 AM | 4 Likes Like |Link to Comment
  • Green Mountain Deal With Coca-Cola Shows Desperation [View article]
    So KO buys a 10% stake and the stock goes up over 40%? So KO basically got their 10% stake for 6%? I am in the wrong business
    Feb 6 08:14 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters and Coca-Cola announce partnership [View news story]
    They pulled it off now - I think it was up almost 40%
    Feb 5 05:29 PM | Likes Like |Link to Comment
  • The Coca-Cola Company and Green Mountain Coffee Roasters, Inc. Enter into Long-Term Global Strategic Partnership [View article]
    For sure it is as cheap as it has been in years and years.
    Feb 5 05:14 PM | Likes Like |Link to Comment
  • AFLAC's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    I like this company. I like the duck. I like being a stockholder. I do not like being so tied to the Japanese yen. Have to reconsider this one.
    Feb 5 02:54 PM | Likes Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    I am in the same boat Guitar Man - I think I have made more money off of INTC than all my other investments. You can usually buy and sell with a $4-$5 spread every year.
    Feb 5 12:49 PM | 1 Like Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    He is running a marathon.
    Feb 5 12:08 PM | 1 Like Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    @ Robert HD
    To be fair - it is unfair to SA contributors to put them in this catch 22:
    A) You do not have a dog in the fight - why should I buy in?

    OR

    B) You own this stuff, you are just pumping - why should I buy in?
    Feb 5 12:07 PM | 6 Likes Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    Agreed, my point is that both viewpoints are valuable and there is no need to take shots at either approach as INTC rises and falls. SA would be rather boring if everyone had the same take.
    Feb 5 12:04 PM | 2 Likes Like |Link to Comment
  • Intel: Reality Has Set In [View article]
    Tough sledding for $INTC bulls right now for sure. Still some comments:
    1. I personally feel that AE states his opinions clearly and fairly and provides info for folks to consider. I think Bill does the same, and the opposite viewpoints are a net positive for SA. So I don't fall into the finger pointing trap.
    2. As an $INTC shareholder, I personally do not assign much ire to the divvy freeze. If they do not meet their margin of safety, it is foolish to raise a divvy when you are already >4%. Of course, I do worry about a divvy cut which would have me running for the hills.
    3. I stay long on $INTC because I am a divvy investor only, and it gives me a chance to be a growth stock, and rewards me at 4% during the trying stages.
    Feb 5 09:58 AM | 5 Likes Like |Link to Comment
  • Intel: Upside Potential [View article]
    I would imagine the write down would appear below the line as gain/loss on divesting units and not have a material impact on share price at this point. I try not to crack on individual failures too much because they are often a father to success. However, $INTC is facing a very fair questioning as to their wisdom of overall R/D and Acquisition spending. Not getting a bang for the buck there much more troubling than the individual failure of a venture.
    Feb 4 01:33 PM | Likes Like |Link to Comment
  • Intel: Upside Potential [View article]
    Not much worse than a cube monkey with soiled pants. Hate when that happens.
    Feb 4 01:26 PM | 1 Like Like |Link to Comment
  • If You Are Scared Of The Current Market, This Article Clarifies Why You Should Be [View article]
    Stronger than when PIIGS was in the news everyday predicting their governments would collapse. Do not want to imply that the income levels of folks are better off.
    Feb 4 01:20 PM | Likes Like |Link to Comment
  • If You Are Scared Of The Current Market, This Article Clarifies Why You Should Be [View article]
    It has dropped approximately 4 points and it sort of confirms what we know. Job production in the USA has not kept up with the population and virtually all of the unemployment rate improvement can be traced to people exiting the work force. Personally, think the Keystone pipeline is a good place to start. Hope we can get our stuff together.
    Feb 4 01:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
908 Comments
1,597 Likes