Seeking Alpha

heatnup

heatnup
Send Message
View as an RSS Feed
View heatnup's Comments BY TICKER:
Latest  |  Highest rated
  • Transocean cut to Negative at Susquehanna [View news story]
    Let me get this correct, they are making calls on the company 2 years or more out based on a 6 month, and really a 3 month move in oil. That 3 month move is an anomaly that will very likely revert sooner than later. IMO
    Feb 23, 2015. 02:35 PM | 3 Likes Like |Link to Comment
  • Retailers threatened by West Coast port slowdown [View news story]
    Can anyone here quantify and explain how this slowdown affects the retailers noted short of the obvious shortage of goods for the retail shelf.
    Feb 6, 2015. 04:10 PM | 1 Like Like |Link to Comment
  • Subscriber growth at Sirius XM highlights earnings beat [View news story]
    $15 per share???? You do realize this company today has a 20 billion dollar valuation with a PE over 50! Compare SIRI to Netflix which is a similar subscriber business model. Netflix as a 26 billion dollar valuation with a PE over 100X. Both companies currently have annual profits that are similar, however NFLX is growing much faster with a much higher profit potential. Let's be honest, I will pay $15 a month for my car radio, but I would pay $100 a month or more to Netflix if I could get the same tv provided by my cable company everywhere I go and on any device, including my car... I have never yet subscribed to NFLX.

    I am a devoted SIRI customer paying my $400 yearly and I have held the stock and traded it for many years and will hold it for a long time. But to say SIRI could be $15 is almost crazy without a reverse split of some sort. $15 a share would be roughly 80 billion valuation. I honestly believe NFLX should be a $40B valuation and it could get there very soon simply in comparison to cable providers and the growth rate of NFLX worldwide. Furthermore should there be a buyout, a 40B valuation of NFLX is highly likely in my opinion.

    I just wanted to point out some things per each company as I watch and trade both closely. To simply say a stock price should be a certain level is not a fair evaluation, you have to consider fundamentals and most importantly company valuation.
    Feb 6, 2015. 03:55 PM | 3 Likes Like |Link to Comment
  • J.C. Penney up 16.3% AH on strong comps [View news story]
    You Crazy? JCP is known to downplay any news. If they say they are already at the high end of a range with almost a month to go before quarter end, you can bet the final result will be much better. You will win that bet with JCP most times, both on the up and downside of news.

    Wait until earnings per Quarter big beat and the analyst upgrades for the coming quarters. And then on to the next year being the first profitable year in a while.

    Don't figure this company as dead, you can play it on the downside as a swing trade over segments of time, but in the long term you will make out very well with this Ron Johnson crash dream and the subsequent turnaround aided by fuel prices and growing economy.
    Jan 6, 2015. 05:19 PM | 7 Likes Like |Link to Comment
  • Millennials a tough nut to crack in retail [View news story]
    You make a strong point, but I really don't see how what you mention matters much in low or mid market retail. I have never been into a JCP or Ross store or other such entity and asked for assistance with selling me clothing. I pick it out, try it on and move on, I don't need any help unless I need someone to pull shoes out of the back. If rather than customer engagement you mean just the layout of a store or section, that might be more valid. However, take JCP for example, I think there new stores look great, can't imagine any better experience for me in the clothing departments. The only thing that matters once I am in is if I like the available offerings and if I like the price.
    Dec 4, 2014. 03:17 PM | 3 Likes Like |Link to Comment
  • Millennials a tough nut to crack in retail [View news story]
    Retail, specifically apparel is mostly in freefall right now. If you listen to analysts and news and media outlets thoughts on clothing retail, you would be certain almost nobody is shopping anymore. The only operations that will be selling us anything , or anything at a profit, in the future will be amazon or alibaba. Either that, or with the global warming pundits maybe we will all just be running around mostly naked with no need for clothing.

    Certainly some operators will sell more as others fail, and there will always be cyclical events. But I am here to tell you that clothing is one thing that will never be sold solely online. Clothing is something that people want to feel and try on, especially women. If you believe the US economy is going to continue to grow, then there are going to be some very good buys in retail. Check the list of apparel stocks above and do some research, you will make money in the long term.
    Dec 4, 2014. 03:10 PM | 5 Likes Like |Link to Comment
  • J.C. Penney warns on September sales, shares tumble [View news story]
    Johnson was a debacle for JCP, but this September news could just be related to weather which was mentioned many times and has been mentioned by other retailers?
    Oct 8, 2014. 03:51 PM | Likes Like |Link to Comment
  • J.C. Penney: The News From Analyst Day Appears Good On Balance [View article]
    This article mirrors my analysis of the news. While the growth Q over Q will be less than expected, it is not falling. The reaction in the stock price is such that sales are once again crashing and that is not evident. I did expect sales growth at the higher pace, but with this recent news I am not suggesting sell out of any position, but rather hold for the long trade. Weather is involved too, which will change.

    It is almost as if they are playing the weak card ahead of a new CEO hire.....I have experienced it many times where companies almost intentionally talk things down before a new CEO is hired and then the stock rally's with the new CEO and after. Might we see a new CEO announcement by the earnings call? It does surprise me that they had the first investor day in several years at this time.
    Oct 8, 2014. 03:47 PM | Likes Like |Link to Comment
  • Global sales disappoint for McDonald's in August [View news story]
    Wonderful ideas and plans, however when your driving between jobs or driving cross country to grandma's, most people are not stopping to buy a steak and cook it or sitting down at Applebeas. McDonalds is fast food, and they are quite good at it. I don't think someone is cooking at home for dinner rather than stopping at a fast food joint, the person choosing that is likely just picking another operator. Maybe it is oversaturation of fast food joints, maybe poor locations, or maybe a short term hit from other operator's new breakfast menus? Also like the prior person mentioned, this health food nonsense is ridiculous. I don't see enough persons in the last few months who all the sudden choose not to visit a MCD for a healthier meal elsewhere. If that were the case it would have started years ago.
    Sep 9, 2014. 04:04 PM | 2 Likes Like |Link to Comment
  • Apple: Why Netflix Could Follow Beats [View article]
    I cant argue that AAPL is not a great buyer...however, since I haven't looked yet...how many monthly subscribers does AAPL have for its video services and what do they pay?

    A better suitor for Netflix might be a conventional provider...how about att or Comcast buy Netflix instead of Directv or Time Warner...the possibilities could be huge!
    May 29, 2014. 03:30 PM | 1 Like Like |Link to Comment
  • Apple: Why Netflix Could Follow Beats [View article]
    I don't know who if any buys Netflix...but I have strong convictions that Netflix will be purchased by someone, and I feel that valuation could top 40 Billion.

    I feel they could even get to that valuation in time without a sale. Look at there customer base and remember that each customer is a paying subscriber. Then consider technology and how most people want to watch video content. The provider no longer really matters, you just want access to your paid for content everywhere. And that everywhere might be at home, in the car, on a plane, everywhere....

    Even if you don't use Netflix or any other streaming service now, as I do not, you almost certainly will in the future. I for example have a $200 a month cable bill at home, that does me no good anywhere else. I would pay Netflix or anyone else $150(not including the Internet portion of bill) to have everything I watch at home now and be able to have it all remotely. I am guessing I am not alone...
    May 29, 2014. 03:15 PM | 3 Likes Like |Link to Comment
  • Fox News heading for Sirius XM Radio [View news story]
    Another bonus, NOW LETS SEE A WINDOWS 8 AND WINDOWS PHONE 8 APP!
    Sep 4, 2013. 12:51 PM | Likes Like |Link to Comment
  • Worldwide Lumia 1020 Initial Pricing Suggests Nokia Is Testing The Market [View article]
    I upgraded from a 920 to get a 1020. I am more amazed everyday with the camera on this little phone. For the first time ever, I am actually look forward to getting out and taking pictures. The editing direct on the phone is great. Labor day weekend is going to be great. The only thing Nokia can do better for this phone in my mind is come out with a waterproof version...then I can get rid of my Olympus and go snorkeling....

    PS, it seemed stupid to me at first, but the second thing I like most is the lanyard. I always used one on my P&S cameras, now I can't imagine my phone without one.
    Aug 28, 2013. 11:47 AM | 2 Likes Like |Link to Comment
  • Worldwide Lumia 1020 Initial Pricing Suggests Nokia Is Testing The Market [View article]
    Without a doubt they do integrate handset costs into your contract! However, if you purchase a phone from them and are still using that same phone 5 years later you will not get any discount on your plan, same as if you bring your own device.

    I understand how business works and how the cell phone plans work. Here in the USA with the two main providers ATT and Verizon, you can only get and use the plans they offer at the time. You can change plans as they offer different plans in most cases.

    In any case, I only bring this up in response to jimdart and getting a lower cell phone plan rate. As of right now, with the primary two providers in the USA, rate plans are offered regardless of where your device came from or how you got it. That's all.
    Aug 27, 2013. 02:16 PM | 1 Like Like |Link to Comment
  • Worldwide Lumia 1020 Initial Pricing Suggests Nokia Is Testing The Market [View article]
    Why would the plan go down? In the US you don't pay for the phone as part of your plan. You have to sign a contract to buy a new phone from them discounted, but if you bring your own phone or buy it on ebay or elsewhere, then you don't have to extend your contract.

    But the phone has nothing to do with the price of your phone/text/data plan.

    If by your comments, you meant the you were trying to change that, then good luck, it has been this way in the US for a very long time. T-Mobile is your only option as they now consider the phone a separate charge.
    Aug 27, 2013. 12:45 PM | Likes Like |Link to Comment
COMMENTS STATS
84 Comments
175 Likes