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bosco115

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  • 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 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 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 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 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 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 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 06:36 PM | Likes Like |Link to Comment
  • Debunking Dividend Agnostic Assumptions: Here's What Really Makes Income Investors Tick [View article]
    "neither george soros nor warren buffet made their profits picking publicly listed stocks"

    Oh, that's right, they made their piles of money by indexing! Thanks for clearing that up. Now I totally understand your advice!
    Sep 2 10:49 AM | 14 Likes Like |Link to Comment
  • Debunking Dividend Agnostic Assumptions: Here's What Really Makes Income Investors Tick [View article]
    Lawrence,
    It's easy to discredit anyone by picking an arbitrary trading window and say, "You didn't beat XYZ index fund."

    Five Plus Investor is absolutely correct. For you to sit there and parrot, "Buy an index fund," my response is simply, "I already own one." Half of my portfolio is dedicated to an index fund. But the other half can be easily categorized as income investing. Your articles discrediting investment strategies that don't exclusively involve index funds are meaningless. Why do I need to follow you? To learn how to click the "Buy" button on Vanguard's site? Get real.

    Five Plus Investor - fantastic article. I enjoy reading your articles and comments. You've earned a new follower.
    Sep 2 10:39 AM | 24 Likes Like |Link to Comment
  • Gold: Time For A Sanity Check [View article]
    >>"Gold - a "crowded trade"....that's a good one!!"

    GLD was briefly the #1 ETF, ahead of SPY. I think it's safe to say that gold has become a crowded trade.
    Aug 25 12:46 PM | Likes Like |Link to Comment
  • Philly Fed Shows Bleak Economy Headed for Nosedive [View article]
    Dana, it is asinine to assume that 8 GW of solar panels sitting in warehouses is enough to jumpstart the economy. Solar panel and windmill production gives jobs to the Chinese. We have a couple guys do the installation and a couple do the maintenance. And it's heavily subsidized by government, without which, it becomes unprofitable to deploy. This is what will jumpstart the economy?

    I agree that it can start in the energy sector, but it'll come from a different source: nuclear energy. Nuclear has become a dirty word once again due to Fukushima, regardless of the fact that it caused no deaths, compared to a tsunami/earthquake that killed 25,000. Each nuclear plant built provides 1200 MWe, provides about 3,000 permanent (very high paying) jobs, another 50,000 temporary construction jobs, and since plants are usually built in the middle of nowhere, creates a bustling town to support the plant. We currently have 104 nuclear plants in the US - each one built entirely with private financing. We can do it again.

    These aren't jobs that would go straight to China. We're talking large-scale manufacturing jobs for the supply chain, engineering jobs to run the plants, and people to handle, maintain, support, and sell the electricity made.

    For reference, there may be 8000 MW of solar panels sitting in warehouses (unverified), but when they are deployed, they only have a 20% capacity factor. Nuclear plants have an average 90%+ capacity factor. Do the math. So 8000 MW of solar panels gives you the equivalent of 1600 Megawatt-years. 8000 MW of nuclear plants will yield 7200 Megawatt-years. One runs for 25 years and provides a few dozen jobs. The other runs for 80 years and provides thousands of jobs.

    That's how you jumpstart an economy.
    Aug 18 10:20 PM | 1 Like Like |Link to Comment
  • Apple: Next Target $500 [View article]
    With the numbers Apple has, wouldn't this be a classic case of a company in need of a stock split?
    Jul 20 10:48 PM | Likes Like |Link to Comment
  • Yield Face-Off: Blue Chip Equities vs. Same Company Blue Chip Bonds [View article]
    If you're going to disregard nuclear energy companies because of the chance of catastrophe, you better disregard all drug companies. Pfizer could accidentally poison thousands of bottles of Viagra. And you better disregard all food and beverage companies. Coca-Cola might have a "fat finger" incident and add Hydrochloric Acid instead of Phosphoric Acid to Diet Coke. And you better disregard all ...

    Yes, nuclear energy comes with risks. And yes, that is fresh in people's minds because Japan just had an accident that will cost TEPCO dearly. But that is no reason to entirely discount a stock, especially if it pays you added yield for the risk. Many nuclear utility stocks are yielding over 5%. That blows away many other industries in terms of dividend. In the US, we've had over 50 years of a commercial nuclear industry that has generated electricity peacefully and without undue harm to the public. We do it better than anyone else in the world. Use this setback as an advantage to buy into the nuclear industry. If you know anything about clean energy, nuclear power is the only true green solution.
    Jun 23 11:14 AM | 3 Likes Like |Link to Comment
  • Top 15 Chemical Companies of the Decade [View article]
    Funfun, DD is #1 out of 30 DJIA stocks YTD. They beat CAT and BA, in which the media is currently in love. Explain that, if the company is so mismanaged, please?

    I bought DD in February, despite your loud (and flat-out unhelpful) declaration that MON is the better pick. DD +40% and MON -20% in the same period. I made the right choice.

    Repeating your rhetoric across multiple sites does not make you correct.
    Oct 25 09:48 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
196 Comments
413 Likes