Seeking Alpha

Gregory Block

Gregory Block
Send Message
View as an RSS Feed
View Gregory Block's Comments BY TICKER:
Latest  |  Highest rated
  • Why, Even At An All-Time High, Disney Is A Buy [View article]
    Nicholas, thanks for writing such an excellent, and easy-to-read article. I like the fact that you've included both metrics and catalysts, for a very well-rounded write-up. I think the psychic benefits of owning Disney stock is hard to quantify, but I definitely get a warm feeling thinking that I am investing in a company that both inspires and entertains, as well as provides a stable and growing investment. I look forward to reading your next article!
    Aug 14 09:45 PM | Likes Like |Link to Comment
  • Why I Like Disney [View article]
    Thank you for the added detail!
    Aug 11 10:05 PM | Likes Like |Link to Comment
  • Mobileye: Love The Company, Hate The Valuation; Significant Downside Ahead [View article]
    Jonathon, thanks for the measured response to an offensive remark. It shows you have a lot of class to go along with your excellent analysis!
    Aug 10 09:06 PM | 1 Like Like |Link to Comment
  • Even If There Was A Government Ban, The iPhone 6 Will Be Record Setting In China [View article]
    I don't know — I'd like to read his mea culpa first!
    Aug 10 08:43 AM | Likes Like |Link to Comment
  • Disney: Great Company, Not So Great Price [View article]
    Thanks for the article. It will take me a while to work through the numbers, but it seems that you're basing much of your return expectations on a single data point -the midpoint of the Value Line 5-year price target range. This might be an oversimplification that ignores certain catalysts (like Disney's 2015 qnd forward movie line-up), that might dramatically improve price projections. What if you modeled your return expectations against a spectrum of price targets?
    Aug 10 08:40 AM | Likes Like |Link to Comment
  • Even If There Was A Government Ban, The iPhone 6 Will Be Record Setting In China [View article]
    "While Apple doesn't break down how much of its revenue is derived from the Chinese government, I can't imagine this number being at that high."

    Articles should be about facts, not one's imagination. If you don't have facts, then don't bother to write the article. While I like the article's tone, I didn't learn anything from it.

    Also, the author should explain why he is trying to address a news item that was already debunked several days ago.
    Aug 10 07:41 AM | 3 Likes Like |Link to Comment
  • Why A Leaner Nokia Is A Good Investment [View article]
    DW, I don't disagree with your prediction that NOK is dead money for the next six months. The question is, do you invest for now, or for six months from now? If my timing instincts were perfect, I would pull out of NOK, invest in something else sure to rise over the next few months, and then jump back into NOK at the most propitious time. Unfortunately, my timing isn't all that good...
    Aug 9 04:10 PM | 3 Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Is this supposed to be news, or sarcasm?
    Aug 8 11:25 AM | 5 Likes Like |Link to Comment
  • Why I Like Disney [View article]
    Thanks for your write-up. The article's title is "Why I like Disney" so I shouldn't be surprised that you're offering opinion and anecdote, rather than analysis.

    For example, you say that the stock is "reasonably valued". What does that mean? Is the PEG ratio within range of a benchmark, such as industry peers, or the company's historical PEG? Simply reiterating "reasonably valued" doesn't make a case for it.

    Why rely on personal observations when you could research and present an argument based on Disney's movie and park sales as compared to peers? You don't mention what percent of total revenue movies and theme parks comprise of Disney's total revenue, and neglect to discuss some of the large revenue drivers, like ESPN.

    It's also interesting that you discuss a 2015 remake of the Jungle Book, but fail to mention wildly expected releases of a pair of Pixar films, as well as the next rollout of Star Wars franchise, all expected to be blockbusters.

    Overall, the tone of the article seems like a case of "damning with faint praise" because you fail to make convincing arguments of any of your assertions.

    I am glad you "like" Disney, but I would encourage you to offer more content and analysis in future articles, and less opinion.
    Aug 8 07:28 AM | 2 Likes Like |Link to Comment
  • Time To Get Some Coffee [View article]
    Is it time to stockpile?
    Aug 4 08:40 PM | 2 Likes Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors [View article]
    Author, I don't buy your approach of using anecdotal evidence as a sentiment gauge. Do potential investors think AAPL is cheap because of the stock split, or because of the prospects of new products? If you're going to cite investor psychology as a reason for predicting price movements, you should provide some actual research.

    Many people are asking me: "Should I buy AAPL"?

    How many is "many"? What's the size of your sample? What's your research methodology?

    What you've offered here is opinion.
    Aug 2 08:33 PM | 19 Likes Like |Link to Comment
  • Outlook For August 2014 [View article]
    "Talks of all-out wars breaking out - some investors have raised alarms by calling it the perfect storm for the start of World War III."

    Hyperbolize much?
    Aug 2 08:25 AM | 2 Likes Like |Link to Comment
  • Micron: Maybe It Isn't Different This Time [View article]
    FRPTsaveslives, doesn't it make more sense to say, "Russ exited Micron because he has been decidedly negative on the company"? Let's focus on the ideas, not the author.
    Aug 1 09:16 AM | 3 Likes Like |Link to Comment
  • The iPhone 6: No Need To Reinvent The Wheel [View article]
    WBROWDER, I am hoping your crystal ball is working wrt audible control of our mobile devices. Let's hope it arrives with the iPhone6!
    Jul 31 07:18 PM | Likes Like |Link to Comment
  • The iPhone 6: No Need To Reinvent The Wheel [View article]
    I enjoy the speculation about the screen size. I would rather have a phone I can speak to that actually understands what I am saying, instead of Siri, who is rather tone-deaf. It's kind of silly to have to tap 5 different buttons to forward my phone instead of just speaking into the microphone, and letting the phone follow my instructions.

    The only way I'd want a phone with a larger screen size is if I could roll it up or fold it in half (or even inflate it with a straw, I suppose). I can barely fit my phone and my car keys in my pocket as it is (unless the phone could replace my car keys).
    Jul 31 04:38 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
94 Comments
129 Likes