Seeking Alpha

User 835812

User 835812
Send Message
View as an RSS Feed
View User 835812's Comments BY TICKER:

Latest  |  Highest rated
  • Google Is Way Overpriced, Trading At 51 Times Forward Free Cash Flow [View article]
    Good article, I agree but like sp says above there's no way I'd short this. Too much money out there looking for growth.

    In this climate I could see it going to $1200 and longer until finally the growth slows and then it'll drop big time. We saw that with Apple last year.
    Dec 27, 2013. 10:05 AM | Likes Like |Link to Comment
  • Apple Is Just 1 Year Away From Becoming A 'Boring' Dividend Income Stock [View article]
    Pim I agree to your theory and am happy to own this for a long time as I think the following will play out:

    AAPL will go over $600 again
    AAPL will continue to increase the dividend
    AAPL will never again get the admiration it received in 2012
    AAPL will attract a lot of cash when a correction finally comes
    AAPL will attract a lot of cash when the 'cloud' bubble bursts
    AAPL will continue to innovate

    I don't expect 25%+ ROI each year but I'd love to get 10%+ and I think AAPL is the best candidate for that.

    Dec 26, 2013. 03:12 PM | 12 Likes Like |Link to Comment
  • Salesforce higher following BMO coverage launch [View news story]
    OMG a sell-side 'analyst' checked with some people and they said salesforce had continued revenue growth? So the enterprise will be worth several billion more at $62? Wow this is shocking. Joel is the next Warren Buffett for sure.
    Dec 23, 2013. 12:41 PM | Likes Like |Link to Comment
  • It's A New Day [View article]
    GTS - you could sell PUTS on CAT at a price where you'd gladly re-enter. Those premiums are nice given the earnings are on their way.
    Dec 23, 2013. 09:35 AM | Likes Like |Link to Comment
  • It's A New Day [View article]
    Several mentions of technical indications. Is this relatively new for you or have I not been paying attention?

    Also, like WLT, I'm getting great options premiums from the 'cloud' stocks. Any day there's a big dip in VEEV, MKTO, WDAY, seems like selling a tight covered call will 'hit' for capital appreciation and stock getting called. It's been fun but I know it'll not end well once the cloud bubble bursts. None of these companies are worth their stock price.
    Dec 22, 2013. 11:24 AM | Likes Like |Link to Comment
  • Apple: All Systems Go For 2014 [View article]
    Bret - all points valid and strong. I'm way long AAPL and lament my 2013 returns on it. I fear that the stock is now out of favor as a growth stock even if it starts to show growth.

    I like owning a piece of the profits in this excellent company but once this hits $650 I'm out maybe unless it drops back below $500. I've never seen such irrational selling in all my life as I did when AAPL hit $385. It was very unnerving and shook my foundation of beliefs in the stock market.
    Dec 22, 2013. 10:49 AM | 2 Likes Like |Link to Comment
  • Hewlett-Packard: A Top 2014 Tech Stock [View article]
    Wow are you going to be disappointed. This company, like CSCO, INTC, MSFT, IBM and all the other tech titans of yesteryear, are dead money. You own them for the dividend and the relative safety of their FCF.
    Dec 20, 2013. 09:18 PM | 1 Like Like |Link to Comment
  • Western Asset above book value - short target? [View news story]
    I believe the BV will slowly rise as the short term rates stay near 0% and the longer term rates steadily climb with the taper here
    Dec 20, 2013. 07:40 PM | Likes Like |Link to Comment
  • Danger Zone: [View article]
    "Profit is irrelevant, you have to understand the business"

    this sums up why we just won't agree here. continued good luck.
    Dec 20, 2013. 01:17 PM | Likes Like |Link to Comment
  • Danger Zone: [View article]
    agree to disagree here. I think CRM can go to $3 or lower due to incredibly shady accounting and growing exposure to people like Jim Chanos who point out how much of their assets are goodwill.

    with VEEV actually making a profit, I think it has less downside.I'd guess 90%+ downside for CRM vs. $50% downside for VEEV.

    good luck with your trades. we shall see how things play out
    Dec 20, 2013. 11:51 AM | Likes Like |Link to Comment
  • AIG's Turnaround Story Not Likely To End Soon [View article]
    Does anyone know their current book value? Would've been a strong point for the author to make vs. today's current price!
    Dec 20, 2013. 11:48 AM | Likes Like |Link to Comment
  • Whiting USA Trust I About To Drop By 50% [View article]
    same happened to me, I had purchased the $5 Dec Puts about 6 months ago and am astonished that they are going to expire near worthless. You've think you've seen everything.....
    Dec 19, 2013. 01:05 PM | 1 Like Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    RW, you're trying to talk a priest into the rights of women to choose to get an abortion. It's not going to sink in.
    Dec 19, 2013. 09:11 AM | Likes Like |Link to Comment
  • Danger Zone: [View article]
    do you really think CRM has earning power? serious question

    If they slow the Sales and Marketing and R&D spending, I truly believe the growth will slow precipitously, sending the stock down to levels that would halt the stock option transactions. This in turn would halt their cash flow and it would cycle down continuously. They do not make earnings now with a rock steady top line growth rate. (which I feel is fudged with S&M accounting tricks anyway)

    but you're right, not a good comparison because VEEV actually makes a GAAP profit.
    Dec 19, 2013. 09:07 AM | 1 Like Like |Link to Comment
  • Danger Zone: [View article]
    Of note, one of the cloud plays that uses CRM's 'force' platform is called VEEV and they are already profitable, which I think could unobscure just how profitable these cloud plays can be. And the answer is 'not wildly'. Don't know if it's coincidence or a big seller but VEEV's share price has been tanking.

    So it benefits CRM to continually have the promise of future earnings, because, like VEEV, if they actually show the profit they can make, everyone will see that the Wizard of Oz was the tiny man behind the curtain.
    Dec 18, 2013. 01:07 PM | Likes Like |Link to Comment