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swabeyjw

swabeyjw
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  • 5 Reasons Not To Buy Skullcandy [View article]
    This is a most interesting time for any company involved in electrical body part accessories. Investing from the technical side in size and electronic capability is to risky and challenging for my background.

    Smartphones are progressing to be body on-board computers. Your head is one of the main body parts you are most cautious about not brushing up against things or bumping. With the vertical front in this industry, an existing headphone company at low valuations is a buyout play.

    The value is about brand presents, product feel and fit - And not all out technical capability.

    I have no background in using Skullcandy products.

    Can anyone comment on the feel and fit of Skullcandy products - their skills in working the feel and fit in the product development loop?

    Disclosure: I do own some Skullcandy stock at close to the current price.
    Sep 10, 2013. 11:35 AM | Likes Like |Link to Comment
  • Many U.S. firms are cash rich abroad but cash poor at home, and the SEC worries they aren’t presenting investors with an honest appraisal of their liquidity. “That doesn’t mean they could suddenly run out of money to pay their bills," WSJ's Kate Linebaugh writes. "But it does mean there could be unseen limits on their ability to pay dividends and buy back shares." [View news story]
    I'm confused by the bias to confiscate the money to the US. There is growth and profits outside of the US. Why not work to achieve successfully leaving the money where the potential for growth exists - It is likely people are working for less than fair wage (US purchasing power) that generated these profits. Let the money reinforce their economy. You can still share in the profits without trolling off all the cream. And oh yeh, it sucks for the military industrial complex, but you just might make more friends.

    Transferring the money to the US with taxes allows government programs to fund the buying of the stuff the companies produced overseas. A dividend may do a fraction of the same as long as liquidity is balanced enough to land dividend spending - at least for the right choice stocks. I have no interest in another asset bubble as it forces too many CEOs to chase dumb investment options to satisfy dumber P/E ratios.

    Share buy backs is a different story. If negative interest rate policy (NIRP) is our monetary future, I would starting thinking twice or perhaps three times about where this path may play out for share buy backs.

    This appears to be the strangest of monetary futures. As Buzz would say "to infinity (zero) and beyond".
    Dec 5, 2012. 09:33 AM | Likes Like |Link to Comment
  • Intel Option Volatilities Say: Don't Buy Yet [View article]
    March 2009 was a multi-year low between now and 2009. The dividend in March 2009 was 0.14 and the low was $12.41. So on a secure dividend basis; $12.41 * 0.23/0.14 = $20.38. Just saying.
    Dec 4, 2012. 05:05 AM | 2 Likes Like |Link to Comment
  • Intel Option Volatilities Say: Don't Buy Yet [View article]
    So the P/E is more single digits.The dividend is bigger (percent basis). They have capacity on the sidelines and strong earnings, so the dividend still looks secure to me.

    I had stocks in my equity allocation of less potential and less dividend - they are now INTC. I expect I will be comfortable buying more if it moves down another dollar or two as the numbers will like justify another equity portion re-balance.
    Dec 4, 2012. 05:04 AM | 2 Likes Like |Link to Comment
  • Here's Why the Bond King Has Gotten Desperate [View article]
    I see Bill's issue being that the USA has not managed the book in such a way that one can put money aside in UST and be able to expect the same purchasing back in the future. When this point was reached he needed to move to other options to achieve this result. I do not see any argument in this post that address his issue.
    Jun 17, 2011. 07:19 PM | 1 Like Like |Link to Comment
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