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  • 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, 2011. 10:39 AM | 25 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, 2011. 10:49 AM | 14 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, 2012. 08:44 AM | 13 Likes Like |Link to Comment
  • The rave reviews for Tesla Motors' (TSLA +2.9%) Model S aren't quite done pouring in after Motor Trend just returned from a Vegas-to-L.A. test drive that proved both the 265 mpg equivalent rating and zero-to-60 mph acceleration in under six seconds are valid. The company has the highly-anticipated Model X slated for 2014 if production wrinkles are worked out. As for cash burn, Elon Musk says as long as there aren't a "bunch of screw-ups," the automaker should be in good financial shape. [View news story]
    Do you have a hard-on for Tesla? You're the same troll I responded to last time:
    http://seekingalpha.co...
    http://seekingalpha.co...


    "Coal is burned in central power plants in a Rankine Cycle with 33% thermal efficiency, compared to a gasoline engine Otto Cycle with ~19% efficiency.

    Yes, coal powered cars are cleaner than gasoline powered cars. And if your local generation supplier gets electricity from nuclear, it is truly emission-free energy.

    Calm your rhetoric."


    "You did a nice job ignoring the facts I presented above and instead chose to stick to the talking points.

    I typically vote Republican, and I'm also an engineer. I know the science and technology behind these vehicles and the distribution limitations. Any new transportation technology not running a petroleum liquid fuel will require an entirely separate distribution system. Natural gas has good penetration into many homes for heating, as well as many industrial pipelines, but it's not in every home. Compressing or liquefying natural gas is extremely inefficient.

    On the contrary, electricity exists in every home. As such, people who wish to use a personal vehicle for small trips under 300 miles (round trip) from home can buy an electric car like the Tesla Model S. Longer trips will require a new network of recharging stations. This is easier than a new network of natural gas refueling stations.

    There are pros and cons to each technology. Stop spreading your rhetoric like you know what you're talking about. You don't know shit."
    Sep 7, 2012. 05:38 PM | 11 Likes Like |Link to Comment
  • Apple Vs. Microsoft: The Tide Is Turning [View article]
    "No one buys into a company because of the dividend. A dividend doesn't make you a good company or even a decent company."

    You clearly haven't been keeping up with returns for various asset classes over the past few years. Dividend payers have been outperforming all other assets by a wide margin. The hunt for yield is having a huge effect.
    Oct 31, 2012. 01:25 PM | 10 Likes Like |Link to Comment
  • Where Is The Upside In Apple? [View article]
    Yes, that P/E of 13.6 is HORRENDOUSLY overvalued.

    Please tell me your thoughts on the valuations of companies like Coca-Cola, P&G, Disney, and Merck. All are well above 13.6. So these must be even more egregiously overvalued, right?

    Enjoy your RIMM stock.
    Oct 31, 2012. 07:27 AM | 9 Likes Like |Link to Comment
  • The first reviews for the Tesla (TSLA) Model S start to pour in, largely on the positive side. The electric vehicle boasts impressive acceleration, a smooth ride, and a massive infotainment system chock full of delights, according to the writers. With demand for the model uncertain, and its success seen as an all-or-nothing watershed moment for the company, early buzz on the car is viewed as critical. (Reviews: Engadget, Motor Trend, Wired, CNET[View news story]
    You did a nice job ignoring the facts I presented above and instead chose to stick to the talking points.

    I typically vote Republican, and I'm also an engineer. I know the science and technology behind these vehicles and the distribution limitations. Any new transportation technology not running a petroleum liquid fuel will require an entirely separate distribution system. Natural gas has good penetration into many homes for heating, as well as many industrial pipelines, but it's not in every home. Compressing or liquefying natural gas is extremely inefficient.

    On the contrary, electricity exists in every home. As such, people who wish to use a personal vehicle for small trips under 300 miles (round trip) from home can buy an electric car like the Tesla Model S. Longer trips will require a new network of recharging stations. This is easier than a new network of natural gas refueling stations.

    There are pros and cons to each technology. Stop spreading your rhetoric like you know what you're talking about. You don't know shit.
    Jun 23, 2012. 04:28 PM | 9 Likes Like |Link to Comment
  • Facebook (FB -4.9%) tumbles to new lows; shares are now down 42% from their $38 IPO price. The decline comes after Bernstein's Carlos Kirjner provides a lukewarm upgrade to Market Perform. Kirjner values Facebook's ad business at $19/share, and everything else at a mere $4/share. Moreover, he's worried about a decline in European ad rates (ed: ad rates rose elsewhere), and a share lock-up expiration that begins in August, and will increase Facebook's float by 276% by November. ZNGA -2.3%.  [View news story]
    This has nothing to do with the 99% or the 1%. This has everything to do with an overhyped stock that you (and you alone) decided to purchase. You bought into it, hoping for an easy pop and a quick sale, and you got burned.

    You have nobody to blame but yourself for investing in this overvalued, overhyped pig. Take personal responsibility and strive to do better next time. End of story.
    Jul 31, 2012. 06:20 PM | 8 Likes Like |Link to Comment
  • The first reviews for the Tesla (TSLA) Model S start to pour in, largely on the positive side. The electric vehicle boasts impressive acceleration, a smooth ride, and a massive infotainment system chock full of delights, according to the writers. With demand for the model uncertain, and its success seen as an all-or-nothing watershed moment for the company, early buzz on the car is viewed as critical. (Reviews: Engadget, Motor Trend, Wired, CNET[View news story]
    Coal is burned in central power plants in a Rankine Cycle with 33% thermal efficiency, compared to a gasoline engine Otto Cycle with ~19% efficiency.

    Yes, coal powered cars are cleaner than gasoline powered cars. And if your local generation supplier gets electricity from nuclear, it is truly emission-free energy.

    Calm your rhetoric.
    Jun 23, 2012. 02:43 PM | 8 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, 2012. 09:17 AM | 8 Likes Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    It's not just your conclusions, but your fundamental bases for drawing them that are flat wrong. In that article in 2009 and the article from just last month, you talk about how you fundamentally like the growth prospects of AMZN and GOOG over AAPL. You're another one of those "open" advocates. However, Apple is blowing both companies out of the water on growth and still has a lower P/E than either. Android even has more marketshare, yet still can't translate that into better earnings or growth for Google! Seems like the "closed" system is winning.

    This elicits two scenarios. Either Amazon and Google are overvalued, or Apple is vastly undervalued. It seems like the market has made its decision, and Apple is pushing way higher.
    Mar 18, 2012. 10:59 AM | 8 Likes Like |Link to Comment
  • Why It's Time To Short Apple [View article]
    The author's thesis rests on two points. First, the stock has risen too far, too fast. Second, Apple has such large marketshare in smartphones and tablets that it can only decrease.

    This is easily refuted by pointing out two things. First, the TTM P/E is 16.68, and with the company still expected to grow 50% this year, that puts the forward P/E closer to single digits. It clearly has the earnings and growth to support the valuation. Second, marketshare can decrease concurrently with an increase in earnings if the overall market grows.

    If there were $100 in total tablet sales in 2011 and Apple took home 85% of that market, it's still growing earnings if the market grows to $200 in 2012 and Apple only takes home 75%. In this example, their marketshare dropped by 10%, but their earnings almost doubled. And don't we invest in companies to get a share of earnings?

    I would not recommend shorting AAPL.
    Mar 16, 2012. 08:33 AM | 8 Likes Like |Link to Comment
  • Apple Has Lost Its Alpha [View article]
    The same way they've sustained them for the past five years. The burden is on you to prove that it'll slow down. All you've said so far is, "It's bound to slow down soon."

    Another article that states Apple will stop rising just because it's already risen. No new information, no surprising stats, no interesting point of view.
    Apr 12, 2012. 07:43 PM | 7 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
  • Amazon's Imminent Liquidity Crunch And Share Price Collapse [View article]
    "They don't care about earnings..."

    Bubble alert.
    Sep 24, 2012. 01:05 PM | 6 Likes Like |Link to Comment
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