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User 835812

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  • AIG pops higher after Greenberg wins suit, but gets no damages [View news story]
    if Capitalism had won here AIG would've been insolvent and it could have created a full scale depression. This was a case of learning from our mistakes and avoiding them.

    Greenberg suing the gov't after WE bailed out his uncontrolled company affords him the title of pariah in my book.

    Read Michael Lewis's "The Big Short" for an in depth review of how utterly clueless and inept AIG was in selling those credit default swaps. The epitome of stupidity and ignorance.
    Jun 15, 2015. 12:28 PM | 3 Likes Like |Link to Comment
  • 47% of Salesforce shareholder votes go against executive pay packages [View news story]
    He's getting ridiculously rich (worth $3.6 BILLION) while running a company who's model cannot generate a profit. The shareholders are speaking out now that they are starting to see it.

    Would he give back a portion of this comp package when the stock inevitably craters because there are no profits? Hell no.

    Jun 12, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 1-Year Follow-Up [View article]
    but they have such better weather
    Jun 11, 2015. 01:29 PM | Likes Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 1-Year Follow-Up [View article]
    Texas has no state tax and California's max's at 10% - Texas is a way better state in which to retire. Not even close.
    Jun 11, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 1-Year Follow-Up [View article]
    not caps indeed - please
    Jun 11, 2015. 08:56 AM | 7 Likes Like |Link to Comment
  • 47% of Salesforce shareholder votes go against executive pay packages [View news story]
    Glad to see some shareholders are starting to notice that the Emperor isn't wearing any clothes. Wait until the Fed raises interest rates for that first time - it won't be pretty for these high-flyers who don't make money nor pay a dividend.
    Jun 11, 2015. 08:35 AM | 2 Likes Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 1-Year Follow-Up [View article]
    Good point on the Roth & tax rates, you're right. And my mother-in-law lived fine off of $40k as well but I can't see it. I'm accustomed to nice dinners, concerts & travel. I'm frugal, but I've worked too hard for too long to not enjoy the last quarter.
    Jun 11, 2015. 08:23 AM | Likes Like |Link to Comment
  • Janet Yellen Gets Tied Up [View article]
    Doesn't Congress (read: Corporate Lobbyists) write the laws that regulate and govern mortgages, CDOs and Derivatives?

    When has Fed Policy ever turned into regulation and/or financial law?

    I will take a second to mention for the 23rd time that Greenspan was naïve in his calculations that free, un-regulated markets are pure and will govern themselves. He ridiculously forgot to add 'G' to his equation. And G stands for Greed.
    Jun 10, 2015. 10:23 AM | 1 Like Like |Link to Comment
  • Janet Yellen Gets Tied Up [View article]
    HAHAHAHA
    Jun 10, 2015. 10:18 AM | Likes Like |Link to Comment
  • The Million-Dollar Retirement Portfolio: 1-Year Follow-Up [View article]
    What's really depressing is that $1mm doesn't make you rich as you can see from fat 4% return you'd need for the $40,000 income. Our entry level office staff makes about that per year. And that has real stock market risks involved.

    I like what you'd do with the money for sure but unless you plan on living off of $2500 per month (using 25% tax rate) + Social Security, you need to change 'rich' to 'covering minimum expenses' in retirement. :)
    Jun 10, 2015. 10:11 AM | 3 Likes Like |Link to Comment
  • Janet Yellen Gets Tied Up [View article]
    Well FEYE behaved so well that I let some get called and did a 'roll up' on the rest of them. KSS may or may not get called but I'm ok 'rinsing and repeating' for another cycle there as it looks imminent that I'll be awarded the dividend.

    So again, thank you

    For this week I think MRK and MO will do just fine. I so enjoy earning 1% to 2% per week after reading your articles.

    If you're ever feeling stale with your wardrobe of stocks, a covered call seller's dream is NE. It trades in a range between $16 & $17.50 and pays an 11% dividend. It's been my favorite weekly trade along with your sage advisements.
    Jun 8, 2015. 10:05 AM | Likes Like |Link to Comment
  • Not Considering salesforce.com, Shares Not Cheap [View article]
    For all the detailed analysis you did there was no mention of the ongoing 8% equity dilution rate (via stock issuance) that effectively 'pays' its management team and many of its staff.

    Could it possibly be that this massive stock issuance every year creates significantly to their 'impressive FCF'?

    If I could pay my mortgage, car payment and kids' college tuition with stock options/warrants/grants I'd be generating some 'amazing' cash flow growth too
    Jun 4, 2015. 10:37 AM | 9 Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    For us commoners to be privy to MSFT's $55bn offer or to Benioff's counter-offer of $70b is nothing more than rumor mongering.

    We really don't know anything except the fact that CRM's business model loses a lot of money every year and history tells us that at some point their market cap will revert (collapse) back to a value more representative of the profits they can generate to their shareholders.
    May 27, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • Why Salesforce.com Thinks It Is So Valuable [View article]
    With nearly $580 million in trailing 12-month free cash flow and over $1.4 billion in cash from operations, Salesforce.com's operations are very profitable.

    What is your definition of 'very profitable'?

    You make some great points about market growth and market share inside that growth but you have to be aware that CRM spends $1.05 for every additional $1 of revenue and by definition is NOT a profitable company. At all. Like they've lost hundreds of millions of dollars over the last few years.

    When I see statements like this it reminds me of 1999 in that there's a complete disconnect with financial realities with some of these stocks.
    May 26, 2015. 09:32 AM | 14 Likes Like |Link to Comment
  • Gilead, Merck And Achillion/J&J Square Off In An HCV 'Nuc'lear Showdown [View article]
    Is English your 2nd language matrata? if so it's excellent except for you mis-used "there" two times (should both be their). If it's not your second language please make note. this has been a public service announcement
    May 23, 2015. 03:26 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,611 Comments
3,345 Likes