Seeking Alpha

Doyle3000

Doyle3000
Send Message
View as an RSS Feed
View Doyle3000's Comments BY TICKER:
Latest  |  Highest rated
  • LinkedIn Like Microsoft And Baidu - Watch Out Below [View article]
    the mutual funds control the price of all over-priced stocks. some go all the way down (GMCR), some go way down and rebound (NFLX) and some never go down (AMZN, CRM). None of us have any idea what LNKD will do because none of us control the shares. If you short, set a stop loss you can live with. If you buy PUTS, make sure they are way far out.
    May 4 10:22 AM | 2 Likes Like |Link to Comment
  • More on American Capital Mortgage Investment (MTGE) Q1 earnings: Like sister company AGNC (also with Gary Kain as CIO), MTGE reports a big mark-to-market loss ($1.66/share) on agency MBS. Loss partially offset by $0.64 gain on non-agency holdings. Spread income of $0.62 - NIM of 2.01%, off 6 bps from Q4. Book value of $24.25/share, down 5.8% from Dec. 31. Shares -2.3% AH after 3.5% loss in regular session. (PR[View news story]
    Y'arggghhh hang in there Cap'n. Batten down the hatches for the storm and you'll see the AGNC sun shining again. It's only a loss if you sell it.

    and I fear Gold will end up in Davey Jones locker someday. It has no intrinsic value, it's only worth what someone will pay for it. It doesn't generate dividends or cash flow. That be your Kraken says I.
    May 4 09:13 AM | Likes Like |Link to Comment
  • The Risky Truth About Apple's Dividend [View article]
    it's a taxable transaction for an American company to bring in or use cash from outside the States. no sneaky ways around it that I know of.
    May 4 09:08 AM | 1 Like Like |Link to Comment
  • More on American Capital Mortgage Investment (MTGE) Q1 earnings: Like sister company AGNC (also with Gary Kain as CIO), MTGE reports a big mark-to-market loss ($1.66/share) on agency MBS. Loss partially offset by $0.64 gain on non-agency holdings. Spread income of $0.62 - NIM of 2.01%, off 6 bps from Q4. Book value of $24.25/share, down 5.8% from Dec. 31. Shares -2.3% AH after 3.5% loss in regular session. (PR[View news story]
    Gary Kain's platinum coating is wearing off - so much for the title 'best mind in mREITs"
    May 3 04:28 PM | Likes Like |Link to Comment
  • The Risky Truth About Apple's Dividend [View article]
    there are a lot of other things I worry about more with my portfolio than this.

    but eventually they will need to make a decision about their increasing stockpiles of cash outside the US.
    May 3 03:31 PM | 9 Likes Like |Link to Comment
  • Why Is Apple Issuing Debt For Share Repurchases? [View article]
    when you re-patriate cash back into the US, Uncle Sam takes a fat bite out of it (I believe 35%). The duration of its stay abroad has no effect on the tax rate.

    if companies could do your idea, they'd all do it. it's not a valid option unfortunately.

    i believe the cash will accumulate there for many many years until a more business friendly congress sees that the current policy is having this ill effect on domestic investment. not that it stops domestic investment but it certainly isn't helping.
    May 2 03:18 PM | Likes Like |Link to Comment
  • Schadenfreude Suits Me Just Fine [View article]
    George, one more thing, it would've been really clever if your funny sign above said "Achtung" instead of caution. It's the little subtle things that amuse us.
    Apr 30 02:32 PM | Likes Like |Link to Comment
  • Fundamentals For Salesforce.com Point To Higher Prices [View article]
    your profile pic looks like someone took it in your boilerroom - and that's appropriate for what you are trying to shove down our throats here. CRM is a farsical stock. It will implode to $18 eventually and never return to $40
    Apr 30 08:54 AM | 6 Likes Like |Link to Comment
  • NetSuite Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    just added to my short on N. it's really stretching itself now.

    One Base - are you really submitting something to the SEC? I sent them a message once and never heard back.
    Apr 29 04:28 PM | Likes Like |Link to Comment
  • Apple (AAPL) files a S-3 shelf registration for the issuance of debt. The details are few, but the company indicated at its last earnings report its intention to take on debt to fund capital returns. Shares +0.8% premarket. [View news story]
    yeah Davidoff, what did you put in your Cheerios? You're barking up the wrong tree there.

    They are doing what they said they were going to do on the call. They are the most followed company on the planet. If you want to look for shady accounting look at CRM & N
    Apr 29 09:19 AM | 6 Likes Like |Link to Comment
  • Schadenfreude Suits Me Just Fine [View article]
    good strategy and I have sold some LEAPS for that very reason. While I was dollar cost averaging on the way down, I would sell tight calls actually hoping for them to be called but alas the stock continued to slide. I widened my range going into earnings (sold everything at $440 strike) and of course they all expired Friday worthless. Tim's basically saying "next quarter is a yawner as well but buckle up for the fall launch, people are going to be buying a lot of our new cool toys"

    thanks again for your articles
    Apr 28 03:25 PM | Likes Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Preach Brother Consultnick!
    Apr 27 10:06 PM | 1 Like Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    And where is Horace getting his component cost increase information? I can't see Apple just accepting price increases that great. I lend no credence to this.

    Tim Cook was very accurate in his assesment of many analysts and bloggers during his 60 Minutes interview: " They take one data point, which may well be true, and extrapolate conclusions that are rarely true"
    Apr 27 07:59 PM | 5 Likes Like |Link to Comment
  • China And Apple: The Beginning Of A Beautiful Friendship? [View article]
    that I agree with also. surprised the China Mobile deal still hasn't been announced. I'm guessing maybe AAPL is still designing their less expensive phone for them. Or they'll announce the deal this fall when they launch their next toy. Either way, this is a fantastic entry point if you don't own AAPL
    Apr 27 04:11 PM | Likes Like |Link to Comment
  • Schadenfreude Suits Me Just Fine [View article]
    George - I was so bummed at your "Time to say Bye Apple" article because of my long position. But I listened closely and started selling calls like crazy. Weekly, monthly, leaps....a cornucopia of expirations. And any odd 10 shares got a mini call sold against it.

    Guess what? Every one of them either expired worthless or I was able to buy back at a fat return. So although my IRA is down huge with my AAPL position (avg price $540), I have been able to offset that pain with over $5000 in call premiums. Thank you Thank you Thank you

    Still long AAPL - for the long haul. It's' a screaming BUY here.
    Apr 27 12:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,255 Comments
2,241 Likes