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redcloud54

redcloud54
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  • Kimberly Clark - Solid Execution, "Full" Valuation [View article]
    I wish they would split the stock, but nobody seems to do that much anymore. VFC did recently, as did CL last quarter, but on the whole it has become a thing of the past.

    Why is that?
    Oct 24 01:59 AM | Likes Like |Link to Comment
  • Hedgeye Report On Kinder Morgan Fails To Impress [View article]
    Maybe he meant senior citizens.
    Sep 11 07:35 PM | 1 Like Like |Link to Comment
  • Apple: Now The Fun Begins [View article]
    I miss Steve, and his "Oh, and one more thing…."

    It was always something amazing.
    Sep 7 08:59 AM | Likes Like |Link to Comment
  • The Hedgeye Insight On Gathering Systems [View article]
    "It's not always easy to know just how much an MLP relies on gathering systems for its revenues."

    That would seem to be the *key* piece of information to have in one's possession before writing an article such as this. What exactly is the proportion of short-haul pipe to long-haul pipe. Could you not just call the company's investor relations department and ask them? Is the information in any SEC filings, perhaps?

    "I still haven't found a way to quantify this problem…."

    Due diligence applies to journalism, as well as investing. Perhaps you should find a way to quantify this problem before adding fuel to a fire lit by a known bomb thrower. You should at least wait until his report is published so that the thing itself can be picked apart. To try and divine his thoughts from a Twitter feed seems tenuous at best.

    He may have no better analysis underpinning his argument than you do, but you don't know if that is so, at this point.
    Sep 6 10:48 AM | 7 Likes Like |Link to Comment
  • Western Digital Corp: I Spy An Opportunity [View article]
    Thank you for your cogent answer.
    Jul 13 08:16 PM | Likes Like |Link to Comment
  • Western Digital Corp: I Spy An Opportunity [View article]
    Pardon me if I missed this in your article, but do you have a read on what share of WDC's business is traditional hard drives and what is solid state drives?

    Seems like with the move to smaller devices (tablets, phones), and given the data on five consecutive quarters of decreased PC shipments that came out this week, they would be moving away from the hard drive business. One could almost consider it a "legacy" business, if you look at the move, even in laptops, to flash drive storage, as in the MacBook Air and others.

    Do such considerations bolster an argument for a competitor such as SNDK, for instance?

    Thanks for the article.
    Jul 13 03:38 AM | Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    Actually, it was Baron Rothschild who said the "blood in the streets" thing.
    Jul 6 06:09 AM | 3 Likes Like |Link to Comment
  • A High-Paying Dividend Stock With Excellent Long-Term Outlook [View article]
    Does anybody happen to know ALDW's next ex-dividend date?

    Went looking on the website and couldn't find any mention.

    Thanks.
    Jun 26 02:03 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Somewhere up the comment line you said:

    "Not tablets, though."

    Right. You have just walked through a big hole in your argument. It is that of the Apple ecosystem.

    I don't own an iPhone, but I watch my sister use hers, as it seamlessly and effortlessly interacts with her iPad, her Mac Book Pro, her entertainment center, sends photos of her paintings it takes to her Apple website, and so on. I know I could probably do all those things, too, but I would have to piece more things together, make more adjustments to little bits of arcane software, take more TIME, to do what her machines do for her without a moment's thought.

    She an artist knows almost nothing about computers (she had been suffering with a slow mouse cursor for years until I showed her how to adjust its speed), but her lifestyle and work integration via her machines is astonishing.
    May 20 08:17 AM | Likes Like |Link to Comment
  • Yahoo's (YHOO) board has approved a $1.1B all-cash deal to acquire Tumblr, the WSJ reports. (previous[View news story]
    Tumblr will die, as people flee the new advert-littered landscape.

    Okay, maybe it won't die, but it will be lessened, just as the Sundance and IFC channels were when bought by AMC.

    Actually, that's a bad analogy. Those two vital entities were utterly destroyed as their original concepts were ripped to shreds. They make a lot of money as content recyclers now, but they are worthless as creative outlets.
    May 20 07:41 AM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    "Not tablets, though."

    Right. You have just walked through a big hole in your argument. It is that of the Apple ecosystem.

    I don't own an iPhone, but I watch my sister use hers, as it seamlessly and effortlessly interacts with her iPad, her Mac Book Pro, her entertainment center, sends photos of her paintings it takes to her Apple website, and so on. I know I could probably do all those things, too, but I would have to piece more things together, make more adjustments to little bits of arcane software, take more TIME, to do what her machines do for her without a moment's thought.

    She an artist knows almost nothing about computers (she had been suffering with a slow mouse cursor for years until I showed her how to adjust its speed), but her lifestyle and work integration via her machines is astonishing.
    May 20 07:28 AM | 3 Likes Like |Link to Comment
  • Don't Ignore These 4% Yielders [View article]
    Where does CY fit in Apple's supply chain?

    If it is anything like CRUS, then it is an accident waiting to happen. If, on the other hand, it sells to a well diversified portfolio of companies, it can avoid the slowdown in Apple's handset sales.
    May 18 06:32 AM | Likes Like |Link to Comment
  • Intermediate Pipeline Companies: Going Bargain Hunting And Spotting The Black Sheep (Part II) [View article]
    FWIW,
    NS has had huge insider buys lately.
    Mar 29 12:03 AM | Likes Like |Link to Comment
  • How Tegra Is Lifting Nvidia's Outlook [View article]
    I owned this stock for five years. Finally sold it a month ago. Rode it up to the low 20s and back down to 10-12, where it has stayed for the rest of the time. That makes me stupid, but it makes NVDA a rancid stock, and I've been a user of their wonderful products in Apple PCs for years.

    Always with this company the "turn around" is just over the next hill. It's a perennial "if only" story. They make great video cards, but, as the saying goes - great company, lousy stock.

    I hate to say it, but they remind me of AMD in a way. Every so often, the market's hopes for AMD get ratcheted up over some slight piece of good news, but, in the end, the reality of their big brother Intel just crushes them.

    NVDA makes great stuff, but QCOM's going to eat their lunch.
    Mar 16 12:45 PM | 2 Likes Like |Link to Comment
  • The Coming Crash In The Bond Market [View article]
    Just so happens, to throw gas on this fire, there is an article here at SA:

    http://tinyurl.com/a7w...

    "New Fed Data: Economy Drowning In Federal Debt"

    "The U.S. national balance sheet continues to deteriorate, with a record $56.3 trillion in gross debt outstanding relative to $15.8 trillion in national income (GDP). At 357% of GDP, gross debt continues to set records relative to the size of the economy."

    Lots of scary charts.
    Mar 11 07:20 AM | 2 Likes Like |Link to Comment
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