Seeking Alpha


Send Message
View as an RSS Feed
View bosco115's Comments BY TICKER:
Latest  |  Highest rated
  • Why Chaps Who Build Apps Prefer Apple To Android And Windows [View article]
    What "business apps" are available on Android and not iPhone?

    Jun 22 06:36 PM | 1 Like Like |Link to Comment
  • 'Microsites' Will Help Boost AT&T Profits And Stock [View article]
    Muoio, you've been parroting diminished subsidies for months. It's not happening. The providers need the iPhone more than Apple needs the providers. Sprint proved this.

    Short AAPL, long T is a horrendous play. What are you expecting, everyone to suddenly buy Android phones on AT&T? On the contrary, the trend is towards people buying iPhones on Verizon. This will only increase as iPhone 4 contracts expire after years of terrible AT&T service.

    Long VZ, long AAPL.
    Jun 22 06:25 PM | Likes Like |Link to Comment
  • Why Chaps Who Build Apps Prefer Apple To Android And Windows [View article]
    Taken from Wikipedia:
    "iOS is derived from OS X, with which it shares the Darwin foundation, and is therefore a Unix operating system."
    Jun 21 09:21 AM | 2 Likes Like |Link to Comment
  • Why Chaps Who Build Apps Prefer Apple To Android And Windows [View article]
    Right. You've been trying to catch a falling knife since $8, not $10. My mistake.

    If Microsoft's ecosystem is so strong and so dominant, why do they need to pay developers to create applications? Nobody wants to develop for their "ecosystem". They are irrelevant in the tech industry. They have been late to every single development in technology in the last 10 years - search, cloud, social, mobile - despite having enormous resources at their disposal. Products that made it to market ahead of competitors were usually atrocities (Tablet PC, PocketPC/Windows Mobile, etc).

    Windows and Office sales to the enterprise pay for the rest of the unprofitable ventures of the company. You better hope that the iPad adoption in Fortune 500 companies doesn't continue spreading like a rash, or they might lose their cash cow. This can happen faster than you think. Companies are already so hesitant to upgrade any hardware or software. It's not uncommon to stroll into an office and see Windows XP running on all machines. This is an OS introduced in 2001. Do you realize this?

    Microsoft is scared and flailing. It explains all of their absurd moves (buying Skype for $10B, trying to buy Yahoo for $45B, bleeding years of cash with X-Box, bleeding cash with Bing, etc).
    Jun 21 09:17 AM | 8 Likes Like |Link to Comment
  • Why Chaps Who Build Apps Prefer Apple To Android And Windows [View article]
    This article gives way, way too much credibility to Microsoft's ecosystem, which is non-existent. This is because the author has been bullish on Nokia since $10 per share.

    Make no mistake, it's a two-horse race - Apple vs Google. Everyone else fights for unprofitable scraps.
    Jun 21 08:56 AM | 3 Likes Like |Link to Comment
  • Why Cash Flow Is Currently More Important Than Earnings [View article]
    This is a joke, right?

    Here is your article from ONE WEEK AGO:
    "If You Believe In Dividend Investing, You Should Buy Cyclical Companies, Not Consumer Staples"

    Jun 21 08:38 AM | 3 Likes Like |Link to Comment
  • Has Microsoft Just Leapfrogged Apple? [View article]
    "Microsoft also has to deal with the unfortunate (and not entirely fair) image of Windows as a malware magnet."

    This is the consequence of releasing years of half-baked software. It's fantastic in the short-term when you have a stranglehold on the PC market. But people lose trust in your future work.

    Burn Microsoft, burn.
    Jun 19 08:26 AM | 1 Like Like |Link to Comment
  • Voting has ended in Greece and the initial exit polls show the race too close to call, with New Democracy (apparently good if it wins) at 27.5-30.5% and Syriza (supposedly bad if it wins) at 27-30%.  [View news story]
    Tack, I am disgusted with how accurate your first paragraph is.
    Jun 17 04:54 PM | 1 Like Like |Link to Comment
  • Why Dividend Stocks Will Significantly Lag Cyclicals Over The Next 5 Years [View article]
    Five Plus Investor:
    "If we are told right off the bat we don't get it ("while, you missed the point of the article"), over and over, almost like a copy/pasted response...then how can it be interpreted other than, the author is dismissing us?"

    The Independent Investor:
    "While, if your response to cyclicals will outperform dividend stocks is that dividend stocks are great and I like a balanced portfolio - you missed the point."

    Jun 14 09:35 AM | 2 Likes Like |Link to Comment
  • The Unavoidable U.S. Reality: The Upcoming Economic Collapse [View article]
    If there's one thing we found out from 2008, it's that the guys running the show at the top of big financial firms know way, way less than we expect them to.
    Jun 13 09:34 PM | Likes Like |Link to Comment
  • The Unavoidable U.S. Reality: The Upcoming Economic Collapse [View article]
    Cash? Leveraged inverse ETF's? Have fun with those.

    I'll stick with Coca-Cola and Chevron. You know, good ol' buy-and-hold? Dollar cost averaging? Portfolio diversification? Any of this mean anything to you?

    Jun 12 11:42 AM | 2 Likes Like |Link to Comment
  • The Unavoidable U.S. Reality: The Upcoming Economic Collapse [View article]
    There is a solution that has been chosen, and it's not too difficult to understand. The Federal Reserve will continue with the central planning to bolster the economy until enough time passes that the wounds of the recession are scabbed over. Then they will inflate away the ensuing debt over many years.

    It's the time table that is difficult to nail down. We all know rates must increase. But when? It could be next week, or we could still be waiting for it 20 years down the road (Japan). But it's still the chosen solution. So how do you prepare for this?

    Do you buy gold? Gold has already been bid way up and is a play on fear. Regardless of inflation, if fears ease, gold declines.

    Do you short Treasury Bonds? Anyone dumb enough to lend our government money for 30 years at 2.75% should be taken out back and shot. All indicators point to increases in the global money supply, and <3% returns annually will get annihilated by inflation. And yet bond prices continue soaring. The market can stay irrational longer than you can stay solvent.

    Do you buy stocks? With the enormous volatility experienced in 2008-2011, this can lead to the greatest losses. However, blue chip stocks (PG, KO, CVX, etc) can expand/contract their businesses to be profitable in all macroeconomic conditions, and they can maintain pricing power in environments with high inflation. To top it off, these companies pay dividends higher than 30-year Treasury Bonds, and those dividends are increasing every year, many times in double digit percentages. Stock in these companies are assets, unlike precious metals which are constantly under the "greater fool" investing methodology, where you are continually relying on someone finding worth in a useless metal. These corporations provide steady revenue streams, growing global businesses, and tangible dividends.

    When you stand back and relax, it's easy to see the problem, the solution, and the tactics to safely profit.
    Jun 12 11:18 AM | 4 Likes Like |Link to Comment
  • The Unavoidable U.S. Reality: The Upcoming Economic Collapse [View article]
    Written by a very, very obvious liberal trying to act centrist. Matching government expenses with revenues doesn't make "sense", and Paul Krugman is so smart you want to fellate him.

    So what's your solution? I see you talk about how the US must follow the footsteps of Spain and Greece (which is wrong, since neither country can issue currency, whereas the US can). So do you recommend shorting T-bonds? Buying gold? You offer nothing. Absolutely nothing.
    Jun 12 08:44 AM | 13 Likes Like |Link to Comment
  • Facebook IPO Analysis: The Beginning Of The End [View article]
    "The fundamentals are there just might take a bit for the panic to subside."

    You mean the fundamentals like a 59 P/E for a company with decreasing earnings? If these are good fundamentals, how do you describe AAPL with 13 P/E, 0.6 PEG, and continually blockbuster earnings?

    "Zuck still owns 57% making all the right moves"

    This would be reassuring if he did things other than buying companies for one-billion dollars ($1,000,000,000) that don't even generate any revenue, much less any earnings. Hipsters taking photos of sunsets with a sepia effect is your saving grace?

    Sounds like we've got a few butthurt bag-holders in this thread!
    Jun 6 04:40 PM | 2 Likes Like |Link to Comment
  • Facebook's Acquisitions Great For Investors [View article]
    These companies can fight for users all they want. All I care about are profits. Buying a company for $1B that makes no revenue is insane, and I've been saying it on here since before the IPO.
    Jun 4 07:31 PM | Likes Like |Link to Comment