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bosco115

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  • Why I Prefer Berkshire Hathaway To Apple [View article]
    Yes, because diversifying into new businesses is always beneficial. Look how well it turned out for GE and Cisco!

    You guys are clueless and have no idea what built this half-trillion dollar company.
    Mar 2, 2012. 10:55 PM | 1 Like Like |Link to Comment
  • Why I Prefer Berkshire Hathaway To Apple [View article]
    If Apple were such a cyclical company, as you claim, how on earth did they grow so fast during a recession that crippled an entire globe?

    They have a stronger moat than you think.
    Mar 2, 2012. 03:37 PM | 2 Likes Like |Link to Comment
  • With Its P/E Ratio Stabilized, Apple Is Looking At $850 Per Share By 2014 [View article]
    Applying a 15 P/E to AAPL, expected to grow over 50% this year, is cheap. Or you could enjoy these more reasonably-priced companies:
    NFLX at 26 P/E
    AMZN at 131 P/E
    LNKD at 789 P/E
    ZNGA at (NEG) P/E

    You're entitled to your opinion. I'm entitled to mock you.
    Mar 1, 2012. 09:48 AM | 7 Likes Like |Link to Comment
  • Apple Should Pay A Dividend And Split Its Stock [View article]
    "In my mind, a 5-1 split would be reasonable, it would appear to be cheap enough to small retail investors wanting to get into the stock, but expensive enough where they do not appear on the "lower end" of the market."

    "However, by offering no dividend, Apple fails to attract yield and value-chasing funds. If Apple could gain a higher percentage of its float to be institutionally held, it would make the stock less volatile, and more appealing to buy and hold investors."

    These two statements contradict themselves. In one, you encourage a stock split because it'll raise the amount of small investors piling into the stock, increasing share price. In the other, you encourage a dividend because it'll increase the institutional ownership, decreasing volatility.

    You can't have both. Which one do you actually prefer?
    Mar 1, 2012. 09:37 AM | 1 Like Like |Link to Comment
  • Greece's Default Gets Messier [View article]
    >>Makes one think of the great tragedy of the Soviet Union. Just too far ahead of its time.

    Go back to school.
    Feb 29, 2012. 03:21 PM | 1 Like Like |Link to Comment
  • Hewlett Packard Has $20 Written All Over It [View article]
    Where in the hell are you getting a 33.2 P/E for AAPL? The stock is at $516.39 and has TTM EPS of $35.14. Trailing P/E is 14.70.

    Meanwhile, HP is priced at $27.05 and a TTM EPS of $3.32. trailing P/E is 8.15.

    However, let's compare YOY EPS growth over the past four quarters:
    AAPL - 115%, 51%, 121%, 91%
    HPQ - (100%), (89%), 24%, 14%

    With numbers like these, you're going to have a hell of a time convincing me that Apple is overvalued with a P/E under 15 and a growth rate that high. You're a total fool.
    Feb 24, 2012. 07:18 AM | 3 Likes Like |Link to Comment
  • Apple Is Very, Very Cheap At Less Than 9 Times Current Earnings [View article]
    Over $500 today. Pretty soon, we'll get to continue the game of, "Laugh at the AAPL Bears" with DVL. Am I allowed to call him a freaking putz yet, especially since he spoke with such condescension on all who espoused the growth opportunities that still remain with an investment in Apple?

    I'm up over 50% in 8 months with AAPL. This growth rate sucks. Definitely no value here.
    Feb 13, 2012. 10:35 PM | Likes Like |Link to Comment
  • Apple Is Very, Very Cheap At Less Than 9 Times Current Earnings [View article]
    "I have no postion in AAPL one way or the other. It could go to $5,000 per share or $0 and it would mean nothing to me so I don't see how I am "angry"."

    I'd be pretty pissed too if I missed out on this growth.
    Jan 26, 2012. 10:04 AM | 1 Like Like |Link to Comment
  • Apple Is Very, Very Cheap At Less Than 9 Times Current Earnings [View article]
    How ironic that a guy who calls himself "Deep Value Lover" is so adamant about bringing down Apple stock. Maybe you can write an article convincing everyone of the terrific value of AMZN at 100 P/E.

    Some people are just flat angry that they could be so wrong, and spend so much time and energy convincing others that "it's only a matter of time". Meanwhile, I profit handsomely.

    Enjoy spending 30 hours a week scouring options strategies, only to underperform my 15 seconds worth of time spent clicking BUY on AAPL last year.
    Jan 25, 2012. 07:30 PM | 4 Likes Like |Link to Comment
  • 5 Terrifying Charts Driving Me To Gold [View article]
    I agree with Ricard and I picked up on this as well while reading the article. If you care about inflation-adjusted numbers, then the chart should show "Real" Public Debt instead as well. The numbers and charts are indicative themselves - you don't have to manipulate them to make it look worse, as it only serves to remove your credibility.

    This is akin to fund managers that compare their performance with dividends to the performance of the S&P 500 without dividends.
    Dec 9, 2011. 10:35 AM | 1 Like Like |Link to Comment
  • Great Recession II Portfolio Update: Sell VF Corp., Buy Apple [View article]
    Jon T, that's irrelevant. Apple estimates very conservatively. In fact, there is an entire cottage industry of AAPL analysts that use Apple's guidance, along with a multiplication factor, to get to the whisper number.

    Apple missed the whisper number last quarter, and the stock dropped. You can claim all the technicalities you want, but I call shenanigans. It was a justified pullback from decreased earnings due to not releasing a new iPhone for almost a year and a half.

    I think the stock is awesome and I love the company. But you can't fall in love with any investment. Take off those rose-colored glasses.
    Nov 18, 2011. 10:31 AM | Likes Like |Link to Comment
  • Stocks Yielding 4%+ And Going Ex-Dividend This Week [View article]
    Paul, careful lumping all utilities together. Southern Company is a regulated utility in the Southeast. It's a drastic difference from deregulated utilities in the Northeast. One big difference is SO is taking a massive risk (with government loan guarantee for security) in building two new nuclear reactors in Georgia at the Vogtle site in addition to the reactors they currently operate.

    While I agree that SO is a good buy, people need to be aware of the risks that exist. You get big dividends from nuclear utilities because of the slim chance of a TMI (killed GPU) or Fukushima (killing TEPCO). Other nuclear utilities that I would recommend are SCG and EXC.
    Nov 6, 2011. 11:15 AM | Likes Like |Link to Comment
  • 5 Reasons Research In Motion Could Fail In 2012 [View article]
    When the iPhone first came out, we had the same issue at my company. IT didn't want to support it. Then the Vice President of our group got an iPhone 3G.

    We now support iPhones.

    As it turns out, there is a huge demand for executives to ditch their company-issued Blackberry for their own iPhone! This is what's really killing RIM. Not only have they lost the consumer market, but they're losing the enterprise market. It'll only be a short time until Microsoft buys RIMM for an overvalued $10B next year. Ballmer will talk about enterprise "synergy" and stuff that doesn't really mean anything. Microsoft and RIM will together march toward irrelevance while Apple and Google settle in their spots as one and two in this market.
    Nov 6, 2011. 11:08 AM | 3 Likes Like |Link to Comment
  • Apple Will Return To $400 By Year's End [View article]
    I'm still asking two simple questions.

    Number one, this stock still appears "expensive" because of a ~$390 share price, despite a below-average P/E. Why not split it?

    Number two, they're sitting on a mountain of cash large enough to buy Cisco. Why not initiate a dividend? It could start at 3% and have a payout ratio under 40%. Those are numbers to make even KMB blush.
    Oct 10, 2011. 06:36 PM | Likes Like |Link to Comment
  • The Number One Reason To Sell Netflix Today [View article]
    Paul, who do you think is likely to fill in the gap?

    Someone like HP, trying to reinvent themselves into a software company, would likely make a half-assed effort into a market like this. There are others that are losing revenues to Apple and Google. But who is likely to walk in and take over?

    What it would take is a broad deal with several large content providers. Sony?
    Sep 22, 2011. 06:36 PM | Likes Like |Link to Comment
COMMENTS STATS
204 Comments
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