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  • Amazon Looking To Grab Larger Piece Of $300 Billion Online Chinese Market [View article]
    The best time to plant a new tree (other than 20 years ago) is today! Thank you Jeff for having the foresight to ignore the naysayers and plant them trees!!! Huge orchards of them! To those who doubt like Pablo "dr Amazon DOOM" and anyone else foolish enough, you can borrow my shares to short. Muuhaahaahaaaa. At your own peril, watch the genius retailer of the century lay their tracks to the Middle Kindom and beyond.
    Aug 24, 2014. 02:20 PM | 1 Like Like |Link to Comment
  • New Media Investment Group Offers 100%+ Upside With Downside Protection From Sustainable ~7% Dividend Yield [View article]
    agree you did a good job, and keep up the effort, with that much insight, analysis, and opinion, you are bound to say things like the secular decline comment, that many people might disagree with, Including myself. However, we all make mistakes, and you only have to be right a little over 50% of the time to do really well in this world of finance. Its a great effort, and dont take any crap from trolls on these boards.
    Aug 20, 2014. 03:30 PM | 2 Likes Like |Link to Comment
  • A Few Reasons To Invest In Sierra Wireless For The Long Run [View article]
    also think SWIR is a buyout canidate, perfect revenue growth story for a cash rich company like CISCO to bolt onto their business when M&A heats up. Now is the time they have been ramping up and think the author hit it square!! thanks for sharing
    Aug 20, 2014. 01:39 AM | 1 Like Like |Link to Comment
  • The USPS burns through another $2B [View news story]
    any fool who claims the stamp is cheap should be banned from Seeking Alpha or must live abroad. You think those 49ce2nt stamps cost us half a dollar, you can think again...

    Can someone help this poor country boy farmer with some math and fact checking.
    USPS losses 16 billion last year + 8 billion so far this year (pulled this from the thread) So average that cost per US citizen, b/c thats coming straight out of the tax revenue....

    USPS has a what like a 20 billion dollar pension shortfall, so amortized that accross your customer service and cheap prices. Freaking post man 35 years old drives up to the Public Driving Range in a brand spankin new BMW 7 series with nice Rims. Either somethings not right in the comp plan, or dudes go a side business in the distribution business

    Lastly, yes you are very likely to have a great customer service experience in a few of the 15,0000 locations across the country, because many of these postal outlets carry a couple dozen letters a day. The new head of the USPS requested or insisted that they eliminate 2000 inefficent locations, and congress said great but we are not even considering it in district that i represent, cause 2 jobs might be lost in a county. So my constituents might be impacted and the letterman knows everyone, and i might not get re-elected. $20 billion here, $20 Billion there, $100 billion over there, here take it Afghanistan $180 billion to distribute to ISIS, so we can send our defensive contractors another $35 billion contract to upgrade the Blackhawk fleet with new CPU's' and anti American radars, I'm clearly digressing and just dramatizing the most frustrating part of living in America.

    Yes our standard of living surpasses every country in the world on the mean, yes letters are important (I just mailed out 200 wedding invitations today and would hate to have to fedexed them or emailed them, or rent a drone to drop them), however we are digging financial ditches with the future obligations of our younger Americans who have no say in this fiscal boondoggle, its robbery. If nobody will step up and privatize it, then its a function of politics and not business. They will clean out Profitable GSE's, and by god dont screw up the letterman Senator, that would cause chaos in the streets of Fergusson.
    Good luck to all who reap the rewards of living in a country where you can burn through money, and suffer no consequences, Ha.

    We need a taxpayers revolt, and know almost everyone who glances across these word will be paying a fair share of the load. Buy Google, Amex, EVER, AMZN, and TEX, SNE, DLPH, RIG, NOV, CP, European Equities, and stay the heck away from Bonds unless they are Muni's held to maturity as a hedge. Inflation will become painful, rates will rise slower than expected. Look for virtualization plays and stay away from brick and mortar businesses that are not specialty or convenience related. Wal-Mart and Cosco exempt. Long Emerging Market, hedge your exposure to monetary debasement, cause when it comes it will come fast.

    Peace in the Middle East, and Russia will back down in the next 2 months and everyone will start buying product again. Russia is just not afraid to roll the markets and shoot a few planes down to make some quick trades and try to push the price of oil and gas up a few percent. Someone needs to teach them how to operate the printing press overtime, and we can just fight that way
    Aug 20, 2014. 01:25 AM | Likes Like |Link to Comment
  • Buy U.S. Silica Holdings Now For Explosive Potential Returns [View article]
    okay you have a great point with U.S. Silica. However, you have provided Zero analysis or forcasting as to why and how they will grow as they have in the past four years for 5 more to come. Im mean, please give us some DD>
    Aug 18, 2014. 05:17 PM | 1 Like Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Very good summary of the valueable assets of Google!!!! Thank you
    Aug 14, 2014. 11:17 AM | 1 Like Like |Link to Comment
  • The Short Case For GoPro [View article]
    One of the smartest clients of mine, called it on the IPO, and we were not able to get him any shares. He is an innovator, my client, and very sucsessful in many fields. Point being, he is insistant that GoPro's business and profit potential is going to come from the monitization of the "media" content, which is basically free because user generated.
    This is a developing story, that will catch many of the internet troll times off guard, because you need to be out in the field to really see this emerging trend, and I get the sense its real, and about to take off in a parabolic fashion with the content. they might have reached some maturity or saturation in the USA, but there are many other markets, and the accessory story is live and well too... Many of their customers are spending $hundreds of additional dollars on these booms, mounting gadgets, etc.. Who wants to walk around with a camera in their hand, when they can strap it to their sneaker, for Troll stomping. Good luck to everyone, but It is sad that the quality of SeekingAlpha is reverting to Yahoo Finance style berating. Used to be all informational, and none of this other crap. People come here to make money, not get harrased, so show some respect
    Aug 11, 2014. 01:55 PM | 2 Likes Like |Link to Comment
  • The USPS burns through another $2B [View news story]
    yall have lost your minds, the USPS should be extinct. Privatize and move on from that Joke. I'd rather go to the dentist than do business with USPO
    Aug 11, 2014. 11:12 AM | 1 Like Like |Link to Comment
  • Update: Amazon.com Earnings Estimates Revisions [View article]
    It would be very interesting indeed, I give it to Paulo Santos for being correct in the sort term, however I personally believe that running all your weaker competitors into the ground, all the while building scale and distribution channels, supplier agreements, and most importantly "the go to platform" is wise business practice. There are very few non-specialty Brick and Morter retailers that will be around in 10 years, and Amazon will be the #1 or #2 retailer in the Americas for certain. They are creating a network and a community of loyal shoppers, and once you go Amazon, you dont go back. I would personally pay much more for the convienence of 1 click transactions and quick door to door delivery, but fortunately you dont. People like to do most of their shopping in 1 place, and as Amazon adds content to their platform, they will become stronger. When a business like this "chooses" to Re-Invest all of their free cash flow into their existing business model, it speaks to me. Good Luck to all, and stay constructive in this forum.
    Respect

    And to 215304 you are correct, they do have lots of competition for Retail dollars, just not many good ones save Wally World, and perhaps Ebay and Alibaba. They are building a consumer network, and portal to commerce moreso than trying to profit at the present. GLTA
    Jul 30, 2014. 01:59 PM | Likes Like |Link to Comment
  • EverBank Financial's (EVER) CEO Rob Clements on Q2 2014 Results - Earnings Call Transcript [View article]
    Great Q2, sounds like the bank is in the best shape its ever been in. Think the street is unappreciating the progress this quarter, and the value of the organic asset generation capabilities and platforms that have been developed.
    Jul 30, 2014. 01:48 PM | Likes Like |Link to Comment
  • Update: Amazon.com Earnings Estimates Revisions [View article]
    As a person who doesnt make a habit of being wrong or listening to others, I must comment a second time. I was wrong, the earnings sucked and they are "burning cash", yet the point is they are continuing to take market share. The best business to own is the business with little to no competition. Amazon will be the procurers and deliverers of everything consumable. They will probably buy Fedex to consolidate their ops, and then you will not be able to find a bank to hold all their profits once they go verticle. Good Luck to you shorts, you are right Mr. Santos, and might be right for some short time in the future, but you are a fool if you dont see the value in owning this business model. JMHO
    Jul 30, 2014. 10:00 AM | 1 Like Like |Link to Comment
  • Update: Amazon.com Seems Likely To Beat Q2 2014 Revenue Consensus [View article]
    This is facinating that none of you clearly intelligent men have any clue what AMZN is doing. Walmart DG, and Ebay will be the only non specialty retailers to survive (ex-produce). Take market share then raise prices slowly is why us smart money pile into this great business model with no earnings visibility for g sakes. It's shocking to hear all you smart people missing the story here. Amazon will own retailing like Google owns search. They are reinvesting all "earnings", into deepening and expanding the moat!!!! Patient shareholders are happy to sit back and watch the Bezo's show. GL if u are short this story long-term as u will need it.
    Jul 13, 2014. 08:07 PM | 2 Likes Like |Link to Comment
  • ModernGraham Valuation Of Apartment Investment & Management Co. [View article]
    Know the CEO personally, and he's a very sharp individual, who told me a few years back his strategy was to focus on core A- apartment assets, and divest those in areas they didn't like the fundamentals and long term prospects of. Starting with a single apartment complex in Athens, GA, Terry Considine has grown this company into one of the largest and best REIT portfolio of resi apartments in the US. It has certainly lagged of late, but my opinion is that the market is under appreciating his properties and lean management style, and this makes them a good candidate for takeover by big PE firms. Their recent raise of the dividend supports their financial position and health. Wish I had the time to buy and hold their shares, and was rewarded well when his other publicly traded company got bought out at a huge premium. Granted that was after a drubbing for many investors, but it went from $1 to $10+ in matter of months. ANL. Terry (CEO) is very keen to lock in low interest non-recourse financing on a individual property level basis and has taken a very conservative stance since the housing meltdown, trading aggressive acquisitions for confidence in what they have in strategic healthy markets like VA, CA, and TX. One of the primary reasons AIV's leverage will not be lethal as you assert is the property level non-recourse financing. Leverage works to your favor in expansionary markets, and I like the prospects of having long term locked in leverage, with rising rates on the horizon, and a rent reset cycle that is much shorter in nature that most other REIT sectors. IE Commercial, Industrial, Government leases can many times be negotiated out for a decade, with incremental adjustments. AIVs portfolio does contain a fair amount of HUD, non-market rate units, but Terry has cut his teeth converting these HUD properties into market rate units, and knows the intricacies of this delicate practice well I believe. HUD is reducing their footprint and involvement in many of these subsidizing situations in lieu of other payment schemes, which will also give AIV opportunities to increase their portfolio if the should see value there. However, it's more likely we will see continued focus on operating efficiencies and organic margin improvement for the foreseeable future. However, the comment about Earnings being everything, even for REITs, should discredit this author from ever writing on the subject again. FFO, turnover, occupancy, and gross operating margins (SG&A) would be the key measurements to consider. In addition to ongoing mainanence expense (efficiency), financing cost (Interest Rate), term of notes, and quality of the portfolio (rent adjustments/increases).
    This author knows nothing and I encourage him to follow his pathetic thesis and short the stock with his life savings all the way to Zero. This is a perfect example of robot writings to generate clicks resulting in some paltry paycheck from SA. This has been the only negative effect of seeking alphas growth, the robot articles, where the authors apply ten seconds of commentary and some fancy CPU article creation scheme. Thanks for wasting the readers time and teaching us nothing Benji! You are a an insult to the industry and it's shameful that you would coin Benjamin Graham's namesake in your moniker. The only thing clever or modern is your robo writing skills which I applaude you for, no go back under your bridge troll! Now I might be a tad bias, but being a operator myself, I say boo this pile of garbage. Good luck Terry and the AIV team!
    Jan 31, 2014. 11:40 PM | 1 Like Like |Link to Comment
  • 2 Basic Materials Stocks With Recent Intensive Insider Selling [View article]
    Sounds Good, the stock was trading at 22.35ish when I made my comment. You are in the lead, but will be stopped out at 28.5 before I cut my losses at $12. Wish there was a way I could actually bet you on this. Love a small gentlemans wager.
    Jul 11, 2013. 02:31 PM | Likes Like |Link to Comment
  • 2 Basic Materials Stocks With Recent Intensive Insider Selling [View article]
    This is a booming industry, and you need to go into some explanation of why GGC did a private offering on the stock and divested this position to have even taken a cursory pass at this one Markus. Thats the real story, and as a PM who has done extensive research on US Silica. This robot written garbage has no merit, and doesnt belong on a site like SA. Take it to the Yahoo Boards, or do some research Sir!
    Jul 10, 2013. 01:42 PM | Likes Like |Link to Comment
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