Seeking Alpha

krk

krk
Send Message
View as an RSS Feed
View krk's Comments BY TICKER:
Latest  |  Highest rated
  • High-Yield Global Income Funds Offer Stability During Times Of Market Uncertainty [View article]
    DIA Mar-17 opening gap.
    Do you use adjusted or unadjusted data in monitoring the gaps?
    DIA had paid out a 0.282 divvy on Mar-21.
    Either way, there is still a sliver of a gap left to fill.
    Apr 5, 2014. 05:52 PM | Likes Like |Link to Comment
  • Derma Sciences: A Not Well Followed Growth Company With Solutions For Diabetic Foot Ulcers [View article]
    Continued its ascent post-your writeup and then relentless weakness for over a month now!
    Now at around $12, bottomfishing candidate?
    Thanks.
    Apr 2, 2014. 02:27 PM | Likes Like |Link to Comment
  • Ukraine Crisis: U.S. LNG Can Help, But Not The Way People Think [View article]
    Beyond the tactical, opportunistic Chinese actions, its strategic implications might once again be a costly miscalculation for the US & EU.
    A good comprehensive take on this misadventure here:
    Russian (And American) Roulette...
    http://bit.ly/1fCZ3ly
    "..an alliance between the Bear and the Dragon was an avoidable nightmare for the West, for which it will prove endlessly troublesome. When today’s Neocons sneer at Russia as a spent force, they are merely repeating the errors repeatedly committed with disastrous consequences by Western powers since the 18th Century – and for the West to have driven Russia into the arms of China was utter folly."
    Mar 17, 2014. 12:05 PM | 1 Like Like |Link to Comment
  • Here's How The Amazon.com Quarter Is Looking In Terms Of Revenues [View article]
    A google search for "Amazon lawsuit" yields dozens of stories on the subject. This story seems to be not all that fresh as GeekWire wrote up on this lawsuit on 24-Feb but is only now getting wider coverage in the media because of Amazon raising the Prime fee:
    http://bit.ly/1iJCa7O
    Lawsuit alleges Amazon Prime third-party prices are inflated to cover shipping

    This one from yesterday:
    "Amazon Prime raises membership prices as lawsuit claims 'free shipping' isn't free"
    http://bit.ly/1iJCa7S
    "..Marcia Burke of Alabama is seeking a class action suit on behalf of all customers who signed up between 2007 and 2011. ..she accuses Amazon of being guilty of breach and violation of the Washington Consumer Protection Act.
    Court papers claim third-party vendors are encouraged to charge more for what they sell to Prime members by the amount that shipping would cost -- without revealing that the prices are allegedly "inflated."
    For example, if the price of an item is advertised for $10 with $3.99 shipping and the [vendor] wishes to match or top their price, the [vendor] would charge $13.99 or higher," the lawsuit states. "By concealing the shipping charges in the price of the product, Amazon is able to recoup the cost of shipping because it receives a percentage of the product's price."
    "The bottom line is the free shipping that Amazon offered to its Prime members wasn't free," a lawyer for Burke told ABC."
    Mar 14, 2014. 11:52 AM | 4 Likes Like |Link to Comment
  • Compugen: A Wealth Creation Opportunity In The Making [View article]
    Do you think IBM might target its Watson AI system to this niche?
    It is already pursuing healthcare diagnostics as a target market.
    Why not computational drug discovery next?
    Feb 26, 2014. 09:43 AM | Likes Like |Link to Comment
  • 2 Stocks Under $7 A Share Poised For Big Growth In 2014 [View article]
    Thanks Bret and good-luck.
    Feb 23, 2014. 09:17 AM | Likes Like |Link to Comment
  • 2 Stocks Under $7 A Share Poised For Big Growth In 2014 [View article]
    Unrelenting weakness in S&W Seed Company (SANW) since their okay earnings report (2QFY2014 on 13feb14). California drought already discounted as inconsequential. Are you still holding your small position Bret or looking to add?
    Thanks.
    Feb 20, 2014. 12:59 PM | Likes Like |Link to Comment
  • Divergent DANGER, DANGER, Will Robinson [View instapost]
    Can you comment on this divergence ...
    widening Junk speads vs. S&P

    http://bit.ly/1jctTWQ
    Feb 19, 2014. 12:19 PM | Likes Like |Link to Comment
  • 2 Attractive Yield Picks From Barron's [View article]
    @oagfy
    Thanks for your comment. One other aggravation with MLPs in my experience in the past is that some took their sweet time past April-15 to send out the K-1s and changes to K-1s.
    Anyway, thoughts on the synthetic long idea to sidestep the K-1s?
    Feb 18, 2014. 08:40 AM | Likes Like |Link to Comment
  • 2 Attractive Yield Picks From Barron's [View article]
    I am wary of MLPs because of the vexing K-1s at tax time and even in an IRA you have to worry about the UBTI issue (Unrelated Biz Taxable Income).

    Would an option based "Synthetic Long" track the price, including yield, close enough to substitute for the real thing? (Synthetic Long being simultaneous buying and selling of ATM calls and puts resp. in equal numbers at the same strike with the same expiration date).

    I don't know of a free site to get historical option prices to verify this.

    Thanks Bret for the prolific ideas you bring to SA.
    Feb 17, 2014. 10:07 AM | Likes Like |Link to Comment
  • eBay: Cassini And BML Might Be Bigger Than They Appear [View article]
    I am not sanguine about eBay’s prospects regards its marketplace business with the coming arrival to the U.S. of China’s ecom colossus, Alibaba.

    Leave alone clawing back 3P business from Amazon which is now as synonymous with online commerce as Google is for search.

    It is not possible to have the vital, competitive “fire in the belly” when founders like Pierre Omidyar busy pursing hobbies in Hawaii, hire blue suit PE bean counters like John Donahue to run the show. Contrast that with just-as-old Amazon and Alibaba still driven by Bezos’ and Jack Ma’s drive, charisma and vision.

    As Bing vs. Google clearly showed, being a little better is not good enough.

    Instead of taking on Amazon toe-to-toe, eBay should identify 3P segments where the merchants are most at odds with Amazon.

    Two I can think of are book publishers and big brands.

    With books and digital content, which eBay pretty much sat out while Amazon used it as its entré to become the Whole World Catalog, eBay now has a second chance to present itself as a familiar, agnostic, unconflicted platform for disgruntled publishers to embrace who are still smarting from their anti-trust misadventure with Apple. All that a Publisher and an author needs is a listing, search, review and payment platform, which is what eBay is all about. As for retail shipping of physical books, its VendorNet order fulfillment initiative and its partnership announced last year with FedEx should be able to match Amazon’s capabilities. This would be irresistible to publishers who must be keen to stop being supplicants to Amazon and be able to downgrade their current faustian bargain to one where Amazon serves as merely an advertising and referral affiliate and help take the existential threat they now face off the table.

    While being wonderful to merchants is fine, you need to be wonderful to book readers as well (who continue to be pleased as peach with Amazon!), in order to square the circle. One way would be to put out an eBook reader/tablet, subsidized both by eBay and the publishers, and which unlike the Kindle & iPad walled garden, can be an open platform one like the Nexus and to also serve as an on-ramp to an eBay strorefront for its other merchandise besides books. And like Google has shown with Asus’ Nexus, having a great tablet to sell at a great price is quite doable.

    As for big brands, seems like eBay, imitative of Alibaba’s TMall, is reported to be working on a new marketplace site called “The Plaza” for brands to sell directly to customers.

    Anyway, Carpe Diem, eBay!
    Feb 16, 2014. 02:56 PM | Likes Like |Link to Comment
  • Compugen's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    I worry that IBM's Watson that is now being targeted at healthcare diagnostics might also get employed into drug discovery and pose a threat to Compugen's business model.
    Thoughts?
    Feb 14, 2014. 09:31 PM | Likes Like |Link to Comment
  • ImmunoGen, Inc. beats by $0.22, beats on revenue [View news story]
    Puzzling indifference by the market!
    Feb 6, 2014. 05:14 PM | Likes Like |Link to Comment
  • Massive Revenue Expected From Amazon, How Big Will The Margins Be? [View article]
    UPS revenue miss.
    Shouldn't that be a proxy for online commerce revenues?
    Especially for the largest one, Amazon?
    Jan 30, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Amazon's 'Free Pass' [View article]
    Hiro-
    And here is something you might find interesting..
    NYU Stern School of Business Marketing Professor Scott Galloway on Bloomberg discussing Amazon's complicated relationship with luxury brands.
    Calls Amazon the Tony Soprano of e-commerce!

    http://buswk.co/1eg4s5B
    Jan 29, 2014. 08:25 AM | Likes Like |Link to Comment
COMMENTS STATS
835 Comments
532 Likes