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john12345

john12345
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  • Tax Changes Coming - Master Limited Partnerships And REITs Advantages At Risk [View article]
    I guess Washington can do whatever it can get away with, but there is a difference between a corporation and a partnership. And the taxation is different. Does this mean partnerships are done for tax purposes? What about a sole proprietor?

    Washington needs a complete cleansing. Both parties and all current office holders. Could it get worse?
    Dec 3, 2014. 11:28 PM | 4 Likes Like |Link to Comment
  • Why Apple Should Not Buy Tesla Motors [View article]
    Only Elon Musk could put this nonsense out. Oh, and Gambler34 -- refresh my memory on Musk's profitable companies except for Paypal.

    The beauty of this post is that Seeking Alpha may becoming one of the web's best comedy sites. Just wait for the YouTube videos with Kardashians and Elon.
    Nov 17, 2014. 10:09 AM | 3 Likes Like |Link to Comment
  • Tesla Motors And The Planning Fallacy [View article]
    I think the author pretty much nailed his point. Elon Musk is a fine person, entrepreneur, and businessman. He takes high risks and has been very successful. Tesla though, is a dream project that has two flaws.

    First, $100,000 (+/-) is not the sweet spot of the auto market. The competitors (Prius and Leaf) with good fuel economy are in the $30,000 to $50,000 price and about 40-50 MPG. (I'll leave out subsidy considerations since they all get it.)

    Second, I'm skeptical about batteries. The current lithium ion battery is the best product available today. That chemistry was developed over a period of forty years with the backing of NASA and the Defense Dept. Surely lithium will get better but just incrementally. I doubt that a new breakthrough is coming soon.
    Nov 13, 2014. 03:42 PM | 4 Likes Like |Link to Comment
  • Tesla: Why This One Thing Is The Biggest Game Changer Yet [View article]
    Elon Musk's business success should place him permanently in any list of outstanding entrepreneurs. However, I am not on board with the long term viability of TSLA. The first reason is that the price ($85,000 to $120,000) is clearly not the sweet spot of auto sales. The second reason is that batteries are still too heavy and short of energy except for city commuting.

    I'm not aware of any technological breakthrough for batteries. The lithium ion is the current favorite and no breakthrough seems coming. Remember, the good old USA taxpayer (supporting the space program) has spent billions of dollars over 40 years for the super battery. I haven't seen any breakthrough announced in the last 10 years. We can hope, but we also have to be realistic. Musk's new battery factory may be efficient manufacture, but it will incremental and not much else.

    TSLA (with Wall Street access, govt support, and limousine liberals) may have another few years, but after that we will all wonder why Uncle Sam wasted all the tax benefits and money.

    By the way, the Toyota Prius gets 50 mpg and sells more cars than Tesla. And you can own it for $20 - $30,000. Hmmm what's wrong with this picture?
    Oct 16, 2014. 01:53 PM | 4 Likes Like |Link to Comment
  • Amazon: An American Horror Story - A Fictional Account Of What Does Not Exist [View article]
    Amazon is easy to understand. The company business model is to distribute goods faster and cheaper. I'll bet more than 80% of the above commenters have Amazon accounts. Amazon pricing has saved millions of customers a lot of money.

    Until Amazon goes bankrupt, we should all be happy. Don't buy or short the stock. I did both over the years and never profited.
    Sep 22, 2014. 07:15 AM | Likes Like |Link to Comment
  • So Undervalued, They're Golden [View article]
    Where is a definitive and reliable study that shows mining costs (specifically $/oz)? Where are the mines located, and how much graft, payoff, and taxes need to be added to production costs?
    Sep 21, 2014. 05:31 PM | Likes Like |Link to Comment
  • The Value Of Cliffs Natural Resources Is All In The P/B Ratio [View article]
    I failed to comment on above post: I am long CLF (Stock and Options)
    Sep 4, 2014. 10:10 AM | Likes Like |Link to Comment
  • The Value Of Cliffs Natural Resources Is All In The P/B Ratio [View article]
    When your markets are weak, it's not the time to use strategies that diminish your cash reserves. CLF was pretty smart in renewing and increasing their credit lines a year ago. Now, Casablanca is buying stock??? Good luck with that. If the steel markets stay weak for an extended period, Casablanca will be handing CLF over to the workout specialists.
    Sep 4, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2013. 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, 2013. 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, 2013. 10:16 AM | Likes Like |Link to Comment
COMMENTS STATS
325 Comments
526 Likes