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john12345

john12345
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  • Yahoo: Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO [View article]
    Yahoo has been a wasteland for investors for years. Now that there may be an Alibaba payday, it appears that management isn't smart enough or just doesn't care about some tax efficiency and some bone to throw to the stockholders.

    I like Melissa Mayer, but I don't see much coming to stockholders after a long wait for any progress.
    Jul 17 12:10 PM | 2 Likes Like |Link to Comment
  • The Fresh Market: A GARP No-Brainer In A Fabulous Market [View article]
    Well, here is a Houston customer opinion based on numerous purchases since it's near my office. The stores are clean, laid out well, and have a lot of food offerings. The market however, has poorly trained personnel (although polite and trying), prices are high, roasted chickens taste like rubber, sandwiches are dry and flavorless, the coffee section doesn't have enough trained staff to get a cup of coffee in less than 10 minutes, I can't get a smoothie there although the equipment and personnel are doing something; my wife has tried the store and now goes back to Whole Foods. I've been there at least a dozen times over a 2 month or more period. The store is in a good location so it must be management that's at fault.

    That's all I needed to know.
    May 27 12:52 AM | Likes Like |Link to Comment
  • The Real Reason Apple Is Acquiring Beats For $3.2B - Part 2 [View article]
    I think Apple shoes may be a better product line. Everyone has two feet and the shoes wear out eventually. The market is larger than headphones.

    A pretty weak article and worse commentary. Most adult hearing has already been compromised from loud music, noise, etc. so forget all that super fidelity. The need for earphones like Beats is also weird considering the size of the iPhone and the size of the headgear. What is the limit of more gadgetry?

    Sure we dispose of earbuds. Why not? They fall out of your ears, get tangled up, provide poor music quality. They are easily packed in your purse or pocket.

    The Beats headphones are a minor convenience and will die out in the market after a few years. Tim Cook will write if off as not significant to the overall size of Apple. Probably true, but still stupid acquisition.
    May 21 12:22 AM | 1 Like Like |Link to Comment
  • Annaly Has Bottomed: Multiple Reasons To Buy [View article]
    How do you get the dividends with calls/puts?
    Jan 10 12:22 AM | Likes Like |Link to Comment
  • Key Stock Gushing Dividends [View article]
    With a 22% yield, there is plenty of risk here. Some comfort might be that price/book is 90%.

    Currently, the Fed plan is to stay the course with QE. I believe them (especially with their new leader). In approx 45 days, the dividend will reduce your basis by approx 6% (provides a little more comfort).

    Long WMC.
    Nov 12 10:24 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: The Storm Before The Calm [View article]
    If all of your worries happened wouldn't gold rise? Look at the purchasing in India right now.
    Aug 29 12:12 PM | Likes Like |Link to Comment
  • Today's Market: 5 Stocks Impacted By News [View article]
    I'm a big TMUS fan. I live in a location where reception is weak and T-Mobile has a WiFi calling feature on some of their phones that works fine. In addition their pricing, contracts, and store employees are better than ATT and Verizon.

    Am I biased? Yes and happy. Do I own it? Yes and hopeful. I want more competition in the US mobile market.

    Disclosure: I own TMUS.
    Aug 9 10:16 AM | Likes Like |Link to Comment
  • Linn Energy: Market Does Not Like The Quarterly Results [View article]
    Why do banks keep lending to Linn? How do they get comfortable? They have seen more inside information than stock investors get.

    Something doesn't connect. If there was a great risk, banks would run. Or, they're just as stupid now as in 2005-2008.
    Aug 8 05:59 PM | 4 Likes Like |Link to Comment
  • Amazon.com Creates 5,000 Jobs, Destroys 25,000 In The Process? [View article]
    AMZN keeps me on a psychiatric couch. Over the last three years their debt has risen and profits vanished. I understand cash flow, but I also seen the wicked side of excessive capital spending. Those warehouses may be built inexpensively but the equipment, software, and maintenance is not cheap. I've tried to decipher AMZN's financials with no comfort and many others have commented similarly.

    I was short a year ago with minor success. I am still watching like a buzzard for a good meal.
    Aug 5 12:02 PM | Likes Like |Link to Comment
  • Update To My 50 Predictions For 2013 [View article]
    Well, I like your honesty and some of your work. Unfortunately, your ego might be the weakness. Did you really believe you could provide good financial information on 50 stocks, bonds, interest rates, Euro markets, dictator deaths, etc? Specialize in something and get real good.
    Aug 4 07:24 PM | 1 Like Like |Link to Comment
  • Annaly Dividends Should Benefit From The Current Interest Rate Environment [View article]
    Poor example. Banks are completely different business model although they can be compared with mReits. You can also compare mReits to hot dog stands.

    Banks are depositary institutions with an entire different business model. And don't forget, at every financial collapse, the banks are in the middle of the mess. Think Long Term Capital Management, Brazil, Russian bonds, mortgage collapse, etc. Banks never get the risk correct.
    Jul 3 02:00 PM | Likes Like |Link to Comment
  • Annaly Dividends Should Benefit From The Current Interest Rate Environment [View article]
    OK. But I think you are all over thinking the issue. These mReits are creations of financial wizards and highly leveraged. Sorry, make that HIGHLY LEVERAGED!!! If they can make high yields (like in the past) during low interest rates, I find it difficult to believe they can provide high yields during a higher interest rate environment which is coming sometime.

    I used to have some comfort that book value might give the investor downside protection, but that has clearly gone out the window with the current drop in the mReit stock values. Further, don't forget you are in a game where the FED makes the rules and timing. Good Luck to all.

    No current mReit positions.
    Jul 3 12:23 PM | Likes Like |Link to Comment
  • BlackRock Kelso Capital: Is It Better Than Fifth Street Finance? [View article]
    I've been in BKCC for a long time. I've had it in dividend reinvestment and it's been fine. BKCC is having pains currently but should be able to improve; historically the management has been good. This article makes FSC look better and I think I will consider buying some shares.

    I like the BDC space better than mortgages. Good work.
    Apr 24 05:23 PM | Likes Like |Link to Comment
  • Should Apple Repurchase Shares? [View article]
    Well, I'm positive on AAPL's long term outlook, but not too excited about the next 2-3 years. Cook, competition, pricing, and products are all showing weakness. But AAPL is still an outstanding company with as much potential in their markets as any of their competitors.

    My opinion is that AAPL should map a long term financial strategy with a significant debt plan (borrow $200 billion or more if possible) and a long term purchase program of AAPL stock. Long term interest rates are the lowest in 50 years and Apple should capitalize on the opportunity. Buffett, Exxon, IBM and others have proven the value of buying stock over paying dividends.
    Apr 23 01:17 AM | Likes Like |Link to Comment
  • Don't sell into the current weakness, Wells Fargo tells gold investors; instead, use any eventual price rebound to reduce exposure to gold, silver and precious metals to no more than 2% of portfolio value. And some traders see a rebound coming. Market data has front-month at-the-money calls priced ~$5.45/contract on the SPDR Gold Trust (GLD -8.5%) vs. at-the-money puts going for ~$4.95. [View news story]
    I don't understand gold. But that doesn't stop me from embracing gold more than fiat money printed in Washington. Some time in the future this financial nonsense in Washington is going to have to be settled up. Then I think gold will shine brighter than ever (if they don't confiscate it again). This drop may be a good time to buy more.
    Apr 15 06:06 PM | Likes Like |Link to Comment
COMMENTS STATS
317 Comments
510 Likes