Seeking Alpha

kimboslice

kimboslice
Send Message
View as an RSS Feed
View kimboslice's Comments BY TICKER:
Latest  |  Highest rated
  • Google Taunts Microsoft With $149 Chromebooks [View article]
    Chromebooks are pretty cool. My father had a powerful Macbook pro and he complained how heavy it was for him to move around. (He's 93)
    He only browses the internet and reads his gmail. I got him a 13" Chromebook and he thinks it's great.
    I was going to get him a Macbook Air but thought this experiment would be interesting and it's a success.
    I installed a Chrome browser extension to kill excessive browser tabs and now there are zero problems with my father using it.
    Apr 1, 2015. 11:02 AM | Likes Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    Read my comment carefully.
    I said some risk is unreasonable.
    I said a 5% investment in a risky investment could perhaps pay off.

    Of course a core investment in an index fund e.g. Total stk market is good for the reason i give: the huge diversity of the index mitigates the risk of the losers in the index.

    Not taking any risk is expensive, you won't get rich with investment grade bonds.
    Mar 22, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    Without risk, there is no reward. Is some risk unreasonable? Of course, I won't buy a specialty mutual fund "emerging markets", or a penny stock, etc.

    Diversity is the key to owning risk. If you have enough of it, the losers are well outweighed by the winners.

    A "risky" stock was Apple once upon a time. You made a fortune if you threw the dice and bought a few thousand bucks of AAPL in 1998. Suppose you took 5% of your financial net worth then and risked it on Apple?

    You can buy "safe" investments if 1. you have a lot of money 2. don't need much capital growth 3. have a lot of time to allow for compounding.

    Large dividend paying stocks are great until as overweight dinosaurs something small and nimble comes to steal his lunch. The answer is to own both the dinosaur and the small mammal.
    Mar 22, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    The U.S.A. is living beyond its means, using a credit card with a balance today of about $18,000 Billion dollars.
    The problem is with GDP growth only 2% since 2009, as the debt grows faster than the economy, there will be several results in the future:
    1. debt interest as % of GDP will rise.
    2. debt interest as % of tax revenue will rise.
    3. debt interest rising=less tax revenue to pay for things govt. does.
    4. inevitable rise in tax rates=less money in taxpayers pockets.

    The growth of govt worker state, welfare state, and military state is beyond the tax revenue so the credit card balance keeps growing.

    There is nothing inherently good about debt. Don't compare the USA debt to a house mortgage, the correct analogy is a credit card debt.

    A growing economy would increase tax revenue, but the people in DC have been more intersted in 1. windmill schemes 2. solar schemes (solyndra) 3. gay marriage 4. stopping a pipeline 5. gun control 6. takeover of healthcare (Obamacare) instead of trying to actually stimulate our economy.
    Mar 18, 2015. 12:25 PM | 12 Likes Like |Link to Comment
  • Don't Over Think It: Buy AT&T [View article]
    One danger to AT&T=VOIP

    Land lines are slowly going extinct. This cash cow is shrinking for AT&T. Your "land line" today can still be VOIP, not AT&T.

    Another danger to AT&T=cable. Fiber optic cable is vastly superior to "U-verse".

    Another danger to AT&T=prepaid wireless plans, e.g. Metropcs, Virginmobile, etc. My father pays about $100/month in a contract to AT&T and I pay about $40 no contract. Think throwing away $720/year is no big deal? Send me $720 bucks.

    AT&T is fighting back, they bought Cricket wireless (prepaid) and are looking to buy into the better technologies.

    Will the competitors for AT&T ruin things for dividend investors? Maybe not soon, the slow erosion may take a while.
    Mar 16, 2015. 11:50 AM | 3 Likes Like |Link to Comment
  • No, Apple Won't Acquire Tesla - And Here Is Why [View article]
    I'm an Apple fanboy and shareholder, but the car business is exactly the wrong business for Apple to be in.

    I guess on the other hand, if guys out there are nuts enough to pay $100K for a Tesla, they're just as likely to buy a $100K Apple iCar.
    Feb 20, 2015. 11:21 AM | Likes Like |Link to Comment
  • Sorry Big Mac, It's Going To Take Plenty More To Change This Company [View article]
    I agree with other posters, McDonalds has been slowly beaten by competitors over many years.
    Anyone who has been to an In-n-Out Burger is hooked for life. It's awesome compared to McDonald's in every way.
    But, also local small chains are killing McDonalds. I am visiting in Jupiter Florida and Palm Beach County has Pollo Tropical which is fantastic and not expensive. It serves grilled chicken with various other sides and lots of sauces, it's full of local workers at lunchtime. CR Chicks has wood roasted rotisserie chicken and they are also packed with customers. You would spend about $6 to eat like a king at both such places.
    Five Guys Burgers and Fries is also superior to McDonalds in all ways.
    McDonalds drinks is probably their salvation, I love their smoothies and coffee and coffee drinks.
    Food that is frozen before it is prepared is inferior to fresh food cooked just before you eat it. McDonalds food is stored frozen before it is cooked, and the consumer knows it tastes a little funny.
    Too bad but this is how capitalism works.
    Jan 30, 2015. 12:09 PM | 3 Likes Like |Link to Comment
  • Exxon Mobil: Slow But Steady, Value Erosion Is Underway [View article]
    Another 2 cents.
    The premise by the author seems to be that Exxon management is lacking and that the price of oil is low and will therefore damage their business significantly. I don't know about either one, so I can't comment. However, others mentioned that as an investment Exxon has performed well over the long term.
    Jan 22, 2015. 10:37 AM | Likes Like |Link to Comment
  • Apple: Why So Bearish? [View article]
    I'm an Apple fanboy, shareholder and have used Macs since the 80s. I think Apple brand power is supreme and they'll do very well until the last Yanomami in the Amazon jungle has an iPhone and an iPad.

    Re: Android v iOS: I've used both and often see more simplicity in Android and since I love Google services, I also prefer it on tablets.

    One has to like fiddling around a bit to enjoy Android which for some may be a hassle. But the fact that there is only one button for iOS is aesthetically pleasing but less fun sometimes than Andriod which has several depending on whether tablet or phone.

    Either way, Apple is going to keep making tons of money for the near future and won't stop making interesting products, however profitable they may be.

    I like the dividends which buy new shares every 3 months, what's not to like?
    Jan 19, 2015. 09:06 PM | 2 Likes Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Low oil prices are a free trillion dollar economic stimulus that adds nothing to the U.S.A. debt.

    If the U.S.A. becomes energy self-sufficient, it can also mean we do not send $500 billion to despots and dictators overseas to buy their oil. The money Americans spend on foreign oil is lost forever to our own economy, it only benefits the foreigners.
    Jan 19, 2015. 11:23 AM | 2 Likes Like |Link to Comment
  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    These Apple imitators will become the entry-level phone of many people. They of course will be biding their time and waiting to upgrade to Apple.

    I prefer using my Andriod phone, but an iPhone 5 gets attention from brand conscious people; older and younger people, and females.

    How do designer clothes charge more than LLBean or Land's End? Brand conscious consumers like brand names.
    Jan 15, 2015. 11:49 AM | 4 Likes Like |Link to Comment
  • Barron's Makes The Case For Active Management [View article]
    Passive investing in index funds or similar can do fine for long term capital appreciation, tax efficiency and no danger of "underperforming the market."

    If your investment goal is not entirely long term or capital appreciation, e.g. dividend income, you can own a mutual fund managed for this purpose.

    Apples and oranges make sometimes poor comparisions.

    Either way you won't go wrong as long as you : 1. keep costs low (e.g. Vanguard Dividend Growth, Primecap, Dodge&Cox Stock, etc.) 2. own diverse funds (e.g. Fidelity Contrafund) 3. avoid trendy specialized or sector funds (skip anything called "Emerging markets")
    Jan 15, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • The Crude Oil Slump Is Also Temporary From A Demand Standpoint [View article]
    The article is interesting. If readers disagree about growth in car ownership, then subsitute smartphone ownership or tv ownership for cars. Generally it's true that people buy them when they can do it.
    I think that more cars will be running on natural gas someday, but this will be delayed since gasoline is now under $2.50/gallon in the U.S.A.
    Either way petroleum products won't be going out of style very soon. The daydreams of an electric car powered by windmills and similar won't be reality soon nor maybe ever.
    Jan 15, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    So what is the: 1. conclusion of the article 2. suggestion for action by investors
    Jan 13, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • GM's 200-Mile Electric Car For $30,000: RIP Tesla [View article]
    If people want battery only cars, they have an odd way of showing it since they have hardly bought any of them.
    However, among this tiny portion of consumers, Tesla now has new competition evidently.
    I don't believe GM will sell many of Bolts either but time will tell.
    Either way, it's not good news for Tesla.
    Jan 11, 2015. 08:24 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
1,558 Comments
3,874 Likes