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Snoopy1

Snoopy1
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  • Home Depot Is An Unwise Investment At These Prices [View article]
    So what would you do with those dividend payments since you clearly think HD is overvalued at $88 post Q2 earnings.
    Aug 20 03:54 AM | Likes Like |Link to Comment
  • Home Depot beats by $0.07, beats on revenue [View news story]
    Very solid results. HD doing well despite the generally poor performance of retailers.
    Aug 19 06:26 AM | 1 Like Like |Link to Comment
  • Tracking David Einhorn's Portfolio - Q2 2014 Update [View article]
    Time will tell. Value investor portfolios often look like a collection of crappy stocks.
    Aug 17 10:30 PM | Likes Like |Link to Comment
  • The bottom falls out at SeaWorld Entertainment [View news story]
    Once again, I have absolutely no problem with BX's investment or the private ownership. If people want to go see the orcas, they can, but "Blackfish" provides a look to how the orcas are treated. More information is almost always preferable to less.

    I'm not going to argue about this any longer as it's all a personal view on whether this behavior should be condoned.
    Aug 13 03:40 PM | 1 Like Like |Link to Comment
  • The bottom falls out at SeaWorld Entertainment [View news story]
    Greyfox, it was a documentary and much of the footage was from and about people who actually worked at SeaWorld.

    Please point out to any major inaccuracies about how SeaWorld is harmful to orcas with evidence. Your really think orcas aren't better off in the wild? This is similar to how terrible elephants are treated in circuses. I look forward to your response.
    Aug 13 03:31 PM | 2 Likes Like |Link to Comment
  • The bottom falls out at SeaWorld Entertainment [View news story]
    BX makes investments based on economics. I own BX and don't blame them for their investment but I'm glad the movie came out and people are now aware of how harmful these parks are to the Orcas.

    “The greatness of a nation and its moral progress can be judged by the way its animals are treated.”
    ― Mahatma Gandhi
    Aug 13 03:22 PM | 2 Likes Like |Link to Comment
  • The bottom falls out at SeaWorld Entertainment [View news story]
    So you think some people not supporting animal cruelty is just political correctness?

    I suggest you watch it on NetFlix.
    Aug 13 03:18 PM | 1 Like Like |Link to Comment
  • Big year for Cadillac outside of the U.S. [View news story]
    GM keeps the cash earned over there and uses it to build factories since that's where most of GM's future sales growth is coming from. The domestic profits are used to pay dividends and buybacks. This makes sense and is tax efficient.
    Aug 12 02:44 PM | 4 Likes Like |Link to Comment
  • Latest Obamacare Lawsuits Could Hurt Walgreen And CVS Caremark [View article]
    I think ESRX is a better deal than WAG and it uses it's massive FCF for very accretive share buybacks.
    Aug 11 05:45 PM | 1 Like Like |Link to Comment
  • General Motors Upgraded To Buy: Why I Changed My Mind [View article]
    I think the best risk/reward if you really think GM has limited downside and great upside is a Jan 2016 risk reversal where you buy a 33/45 call spread and short a margin secured 28 put for a $0.75 net credit. Basically a 10:1 payoff if it hits $42.
    Aug 10 04:27 PM | Likes Like |Link to Comment
  • Blackstone: The Market Is Putting The Wrong Company In The Bargain Bin [View article]
    Yeah, but Enron was a fraud. Similarly, LTCM was run on massive leverage with very little leeway for external events.
    Aug 10 04:17 PM | Likes Like |Link to Comment
  • General Motors Upgraded To Buy: Why I Changed My Mind [View article]
    Anthony, please don't confuse them with actual facts.
    Aug 9 07:11 PM | Likes Like |Link to Comment
  • General Motors Upgraded To Buy: Why I Changed My Mind [View article]
    Mike, how are the GM C warrants better than Jan 2016 42 calls that go for $1.52 vs. the C's $1.62?
    Aug 9 01:59 PM | Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    It will be interesting to see what Buffett did this qtr with IBM. With an already large position, will he buy more given he has lots of cash? I think his average cost is $173.
    Aug 8 02:07 PM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    Smart that AAPL is working with MA, V and AXP since most people already have and trust these networks.

    WMT, TGT etc. are kidding themselves if they think people are going to forsake V, MA and AXP to join it's new MCX network. With AAPL's new NFC phones, the credit card companies will only strengthen their hold on customer spending.
    Aug 6 06:48 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,102 Comments
1,476 Likes