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  • GE: Flying High [View article]
    For Christmas I wish Carl Icahn would buy a chunk of GE, get on the board and break it up by industry. Thanks Santa.
    Dec 13, 2013. 12:00 AM | 2 Likes Like |Link to Comment
  • Synaptics: Accumulate Under $40 [View article]
    Good article, but maybe a flaw in the calculations. The components in the assumptions are listed as percent of revenues. At least for 2014 and 2015, their sum is 108% which is unreal. Fortunately, the what may be the excessive number is depreciation & amortization listed at 25%. At least, however, if this is the problem, EBITDA and Cash Flow are not affected. SYNA has been a disappointment to me. Several months ago I bought $40 calls expiring on Sept. 21. The stock was then around $40 so I thought the option buy was safe. Unfortunately, while most of the market continued upward. SYNA has gone nowhere since mid-March. They can't blame it on Apple since Apple is not a customer. Apparently the Market's taste for touch is like its taste for sound with NUAN--very bland. NUAN has done even worse than SYNA in the past 5 months.
    Sep 4, 2013. 04:31 PM | Likes Like |Link to Comment
  • Analyzing Apple From An Absolute And Relative Value Standpoint [View article]
    Good analysis based on the fundamentals...but why then is Apple down so much? Money managers don't believe those numbers anymore. They're worried that Apple is a one-product company that now has to try harder to regain the number one spot (never mind that Apple's iPhones and iPads generate much more margin than Samsung's. What caused investors who thought in September that Apple was worth $700 to now value it south of $500? My thought is that it is due to Apple's silence about what it is doing. For so long (what? 2 years) Apple was creating new products, not just products with new numbers attached. Now...who knows?
    This month's quarterly results will be very important. Can Apple hold some degree of sales and profit growth if it is losing high-end Smartphone share? But more importantly, how will Tim Cook react to analysts questions about new products in development plus new revenue streams and potential acquisitions.
    Apple does not have to build every product it sells. Buy Twitter. Buy Ebay. Buy Linked-In. They probably have enough money to buy them all and compete with Amazon and Google on retail sales and advertising.
    Apr 13, 2013. 12:15 AM | Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    Surely you must see possibilities out there for Apple:
    - Apple has two competitors: Amazon and Google
    - Apple has $130 billion plus in cash for acquisitons and dividends/buybacks. Now is a great time for buybacks
    - Cook is working with Comcast to change TV viewing
    - Remember, Apple has 500 million upscale buyers
    - Apple plans to launch its own IP music service
    - The auto is a perfect next venue for Apple
    - A Netflix type service is a possibility, especially if Apple were to launch its own version of an Amazon Prime
    Jan 26, 2013. 12:13 AM | Likes Like |Link to Comment
  • Why American Capital Is One Of My Favorite Investments [View article]
    cgm205, you are not the only one who remembers ACAS when it was a high flyer. I got in some at 36 and even more at 48. Since then and particularly around the time of almost liquidation, I remember hearing a lot about the CEO, both pro and con. Anyway, all I care is whether this one-time darling BDC has the acumen to once again make good money.
    Dec 29, 2012. 08:48 PM | Likes Like |Link to Comment
  • How to Invest While the Government Keeps Spending [View article]
    Not only does this article make perfect sense, but it also points out a fact hidden by GDP. Take away that $2.0 trillion deficit, which should not be there, and the GDP will have decreased by more than 10%--the signal of a Depression. So unlike the 1930s, we get away with masking a Depression by increasing government spending to unimaginable heights. Furthermore, that 2 trillion dollars represents an increaxse in per capita debt of more than $6,000.
    Aug 5, 2009. 11:45 PM | 2 Likes Like |Link to Comment
  • Is Sirius XM Positioned for Government Contracts? [View article]
    How ironic. You propose that the government can use this service, especially the military, yet I have trouble receiving the signal inside my home unless the antenna is placed in a window and is facing it in a special way. I hope the US Military has better luck than I have.
    Jul 14, 2009. 10:20 PM | Likes Like |Link to Comment
  • Is Sirius XM Positioned for Government Contracts? [View article]
    How ironic. You propose that the government can use this service, especially the military, yet I have trouble receiving the signal inside my home unless the antenna is placed in a window and is facing it in a special way. I hope the US Military has better luck than I have.
    Jul 14, 2009. 10:20 PM | Likes Like |Link to Comment
  • Too Big to Fail Still Has Defenders [View article]
    Was Lehman too big to fail? Look at what it did to the stock and credit markets? The question is what are the ramifications of a given banks failure. So many institutions are so interconnected that failure echoes around the world. If we want to prevent these ramifications, perhaps we should regulate how these interconnections take place.
    Apr 18, 2009. 09:45 PM | Likes Like |Link to Comment
  • History Lesson and Bear Market Advice [View article]
    The first real question is whether the scarcity of money will engender a depression which will last longer than 10 years. The second question is whether the $55 trillion in credit default swaps will cause major finance companies to go down. Lehman's downfall has caused a demand for credit default swaps on Lehman debt to pay up. Can all the CDSs be fulfilled? If not what happens? Who goes bankrupt? How many hedge funds? How many insurance companies and banks? What about GMAC and GE Credit? No one knows because there is no transparency. The first thing the government must do is demand detailed transparency on CDSs and set up a database of these securities and a market for trading them or any other synthetic securities.
    Oct 10, 2008. 09:52 PM | Likes Like |Link to Comment
  • Bailout Bill Passes; What Happens Now? [View article]
    Great article, but then what should Paulson now do with the $700 billion? Not all banks deal in SIVs. To do business with the Federal Government, why not have all banks become transparent, including off balance sheet items like SIVs? Those banks like C, GS and MS and perhaps JPM or BAC, who have such derivatives that cannot be eradicated will be excluded from the program. The rest will sell all their junk to Paulson and get the Paulson good banking seal of approval. Then the Paulson plan will work.
    Oct 4, 2008. 02:05 PM | Likes Like |Link to Comment
  • IStar's Dividend Appears to Be in Jeopardy [View article]
    Istar has a long history of dividends and still has $1.5 billion in cash. This company is not having financial problems in terms of liquidity. If anything, it might have problems generating new business and therefore short-term profits. The real question is whether it can raise more capital through debt issues--say convertible bonds--so it can use that money to lend in a market where getting a loan has become so hard.
    Jul 21, 2008. 04:46 PM | Likes Like |Link to Comment
  • Plane Lessors Are Headed to the Desert [View article]
    Air Castle has improving numbers and 92% of its business comes from outside the US, where fuel costs are not compounded by a declining dollar. With increasing leasing revenue, the aircraft are still far from the desert.
    Jun 4, 2008. 06:31 PM | 1 Like Like |Link to Comment
  • Western Wind Energy Powers California [View article]
    When is this country going to awaken to the fact that solar farms inn the desert will solve the energy crisis as well as the economic drain caused by foreign oil?
    Feb 29, 2008. 08:14 PM | Likes Like |Link to Comment
  • LDK Solar: 50% Markdown Appears Excessive [View article]
    According to SEC documents filed by LDK, they have about 7% virgin polysilicon. They may have a short term inventory problem which can hinder their production. Long term, they will build a facility that eliminates that problem just in time for an industry oversupply of polysilicon according to at least one analyst.
    Oct 24, 2007. 10:27 PM | Likes Like |Link to Comment