Seeking Alpha

kimboslice

kimboslice
Send Message
View as an RSS Feed
View kimboslice's Comments BY TICKER:
Latest  |  Highest rated
  • Elon Musk Appears To Have Misled Investors On Tesla's Most Recent Conference Call [View article]
    Good luck with Tesla. I wouldn't touch it with a long stick.

    Batteries are a lousy way to push a car around, and the public knows it. Tesla is a political statement, and most consumers do it more cheaply with a bumper sticker. Unlike the Tesla batteries, replacing the sticker costs about $1.

    Volt and similar has a decent chance since the engine can increase range, convenience and manage battery temperature which is crucial for performance.

    There's Musk and there's physics. Some believe in Musk, I don't think he can walk on water nor defy the laws of physics.
    Nov 14, 2014. 10:03 AM | 10 Likes Like |Link to Comment
  • OPEC - Whistling Past The Graveyard [View article]
    I enjoyed the article. I believe that it is inevitable that Americans start using natural gas to power their cars.
    Natural gas is 120 octane out of the ground, doesn't need refining, it can't spill and won't slime marine life. When burned it produces 25% less CO2 than gasoline.
    The U.S.A. sits on top of an ocean of natural gas, we're lucky to have it.
    Today you can buy a Honda Civic that runs natural gas, soon other cars will be available.
    Nov 14, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • McDonald's Obsession With Starbucks [View article]
    The reasons some employees are not excellent is that McDonald's has to compete with Uncle Sam: it's more lucrative for people to not work today than to work at McDonalds.
    Coffee is fantastically profitable, and McDonalds wants to get into this business.
    The quality of the coffee and coffee drinks at McDonalds if good. They use fancy Franke Swiss machines to make their drinks, and their coffee is high quality.
    The problem is that McDonalds serves so many different types of customers and so many kinds of food that it's a little bit mixed up.
    Want to know the coolest coffee place on earth? Dutch Brothers in Oregon. Go there and you'll love it.
    Nov 13, 2014. 09:18 PM | 1 Like Like |Link to Comment
  • Predictions For November - Part I [View article]
    I enjoyed your article and comments.

    The % of GDP of govt. in USA has risen from 7% to over 40%. This means capital is shifted from investment in production and innovation to wages for govt. workers, entitlements, welfare, Obamacare, aircraft carriers, foreign adventures, etc.

    What Krugman and his ilk don't know is that wealth comes from 1. production (e.g. oil gas, farming, etc.) 2. innovation (e.g. Apple, Google, etc.) that can increase productivity.
    Capital is the wealth that is left after the taxes are taken out of it.

    Fracking was an innovation that led to increased production, and this is 1. creating wealth and jobs 2. increasing oil and gas production 3. lowering prices for oil as our production becomes larger.

    Commenters above who are bleating about politics into any discussion are typical of their ilk, they'd love to censor you and me if they could.
    Nov 4, 2014. 09:23 AM | 9 Likes Like |Link to Comment
  • Peak What? Dancing With The Devil [View article]
    The USA is sitting on an ocean of natural gas, and our cars and trucks can all run on it. 120 octane out of the ground, no refining needed, it can't spill and won't slime a pelican.

    I can remember the Arab oil embargo. They took revenge on the West for supplying arms to the Israelis. This damaged the world's economy, especially in the developing countries.

    I am happy that we are going to become self sufficient and won't need to send our billions to despots and dictators around the world who hate us.
    Nov 3, 2014. 11:45 PM | 14 Likes Like |Link to Comment
  • Tesla Motors - Summative And Algorithmic Evaluation [View article]
    I wouldn't touch Tesla with a long pole.

    Batteries are a bad way to move a heavy car around. Hybrids or Volt (engine to extend range, manage battery temperatures) are more popular and practical.

    Tesla is a political statement and too expensive and impractical for most people who don't live in California.
    Nov 3, 2014. 09:02 AM | 10 Likes Like |Link to Comment
  • A Once In A Generation Change For Stocks [View article]
    Yellen can say all kinds of things, but she cannot make losers save and winners throw away their money.

    After a few years living in the real world, I saw over and again who has money and who never can seem to keep any money, even if they work.

    Nothing the Federal Reserve can do will help those who cannot figure out how to manage their lives.

    The correct role of the Federal Reserve is to combat inflation as Paul Volker did by raising interest rates. It's proven that low interest rates won't stimulate the economy.

    They never could. Wealth is created by 1. production 2. innovation that may increase productivity. Capital is excess wealth created by 1&2 left after taxes are sucked out from it.
    Oct 30, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Why Do Banks Want Our Deposits? Hint: It's Not To Make Loans [View article]
    Somehow this article reminded me of a Beverly Hillbillies episode.
    Granny likes another banker and wants to take her money out from one and deposit in the other.
    She shows up at Mr. Drysdale's office with a big paper bag. Granny: "Put my $11 million dollars in here." Drysdale: "We don't have that much money in here Granny!"
    Granny:"See Jed! I told you he done spent our money!"
    Jed: "So, Mr. Drysdale, how much of our $45 million do you still have in this here bank?"
    Drysdale tries to explain they "have the money" but they "don't have the cash in the bank." and of course this makes it sound worse.
    Oct 28, 2014. 11:48 AM | 3 Likes Like |Link to Comment
  • Why Do Banks Want Our Deposits? Hint: It's Not To Make Loans [View article]
    I say there is some baloney in this article. Whether you like banks or not is irrelevant.

    Banks provide a necessary function, they're like letters of credit or escrow. Without them, economic activity would be more difficult. The real problem in the great depression was there were so few functioning banks for a long time.

    If you want to borrow money to buy a car, you can 1. get a loan 2. ask your friends to gather their cash and lend you the money. What will happen? If you do #2, you won't buy the car.

    Of course, it's annoying to some people that banks can skim the cream, collect your deposits and pay you nothing while lending it out to others for a profit.
    Oct 27, 2014. 08:42 PM | Likes Like |Link to Comment
  • Part Of Amazon.com's Core Is Dying [View article]
    I agree. I saw Amazon getting into grocery service and I laughed to myself "Webvan deja vu all over again." How many gazillions did Webvan lose?

    Safeway already delivers groceries anyway if you need this service.

    What is the possible profit from this anyway?

    Bezos is a megalomaniac and likes wasting other people's money.
    Oct 26, 2014. 12:38 PM | 1 Like Like |Link to Comment
  • Part Of Amazon.com's Core Is Dying [View article]
    I enjoyed the article. Amazon is a bubble and maybe a trader likes it, but an investor should watch out.

    An old friend of mine has an MBA and a pretty high position at Amazon in Asia. The other day chatting with me she said "I need to think about my finances sometime." This means, she has not saved any money for her future.

    I think she epitomizes perfectly Amazon: she's got a job and income, so why wonder if she actually saves any money? That's boring and she is just too busy with her job and her social life to wonder if she actually makes any money (net) from working.

    I dislike Amazon entirely as an investment, but my mutual funds probably own it.
    Oct 25, 2014. 05:22 PM | 2 Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    More grist for the mill: natural gas can run all of the cars, trucks, buses and trains in the U.S.A. and elsewhere. The U.S.A. is sitting on top of oceans of it.

    It's also 120 octane out of the ground, needs no refining and can't spill or slime a pelican. The chemical structure means burning it produces 25% less CO2 also (if that matters to you).
    Oct 25, 2014. 05:14 PM | 1 Like Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    I enjoyed the article.
    I wonder if the readers recall in 1998 oil was $11?

    Having lived in a "developing country" for a few years, I know that they'll sell their resources for whatever they can get; OPEC will fail.

    If I were to choose specific companies to invest in, I would go with RIG, Halliburton, etc. and similar, since petroleum extraction services will not lose any demand, rather it should increase.

    That jerk Alaweed thinks he can influence world events with his comments; hey prince, it's entirely outside of your control. Venezuela is broke and desperate, they're gonna open the taps if oil drops to $50 it won't stop them. Other places may be in a similar pickle.
    Oct 25, 2014. 10:28 AM | 1 Like Like |Link to Comment
  • Update On Crude Prices [View article]
    Do you guys remember that in 1998 oil was $11 per barrel?

    What happens when we run more cars and trucks on natural gas? It's 120 octane right out of the ground.
    Oct 23, 2014. 10:14 AM | 1 Like Like |Link to Comment
  • Tesla: Why So Bearish? [View article]
    Tesla is corporate welfare disguised as a business. Musk is a showman. Let's get down to brass tacks.
    1. Hybrids or cars like Volt and BMW i8 are more convenient and more popular. They have engines to back up battery power.
    2. Batteries are not a good source of power for moving cars around. Turn on the AC full blast and see your range shrink, likewise turn on the heat. Battery only cars may work in ideal climates like California but elsewhere are a pain.
    3. Tesla has many competitors for a slowly growing car market. Competing with BMW, Toyota, GM, Ford etc. is going to be a struggle. 93 million Americans out of the work force aren't buying new cars.
    Oct 22, 2014. 08:18 PM | Likes Like |Link to Comment
COMMENTS STATS
1,501 Comments
3,627 Likes