Seeking Alpha

digipigeon

digipigeon
Send Message
View as an RSS Feed
View digipigeon's Comments BY TICKER:
Latest  |  Highest rated
  • Will Warren Buffett Save The Sinking BYD Co.? [View article]
    robbieboggie: Actually my experience with BYD hasn't been all that bad. I bought in after the news of Buffets purchase of 10 percent of the company and sold out in early 2010. Last sale in Feb 2010. However I did try to trade it a bit in 2011 without particularly good results. At this point not convinced that plug electric vehicles are ever going to be affordable enough to be used as transportation by the majority of drivers. However, I think other technology, particularly in 2nd generation biofuels could ultimately be very successful. There seem to be a lot of startups with a lot of bright minds working with exciting ideas in the area of biofuels.
    While I own a home in Florida, I bought it a number of years before the huge run up.
    As far as finding bottoms, I find that pretty tough. Sometimes I have thought I was averaging in a bottom only to convinced I was trying to catch a falling knife. And of course the Chinese market in small caps in general has been very tough in the past couple of years.
    I have to admit that I like Seeking Alpha a lot. Lots of great articles and comments as well.
    Currently my investment tends to be fairly conservative. Dividend stocks, covered calls and sometimes strangles. But I haven't given up on the idea of a great growth company but I would feel more comfortable to be investing in growth along with a growing economy.
    Oct 5, 2012. 09:43 AM | 1 Like Like |Link to Comment
  • Will Warren Buffett Save The Sinking BYD Co.? [View article]
    robbieboggie you may be right that this is the last opportunity to get a great price on BYD shares, but given the performance of BYDDY shares, over the last approximate 3 years, I think there might be an opportunity to buy the shares at an even lower price at some point in the future. But even at a lower price I think I going to let you buy the shares and good luck to you.
    Oct 4, 2012. 11:09 PM | Likes Like |Link to Comment
  • Intel Is A Solid Pick Worth Over $35 [View article]
    Many invest in utilities and they don't grow very fast but they do often pay nice dividends. Also Intel's share price doesn't make it prohibitive to write covered calls or even sell puts for that matter. Not very feasible to buy 10 shares of Apple and then write a covered call for 1 contract and 100 shares. It seems to me that often lower priced shares are more easily invested in and traded by smaller investors.
    Oct 3, 2012. 07:39 PM | 1 Like Like |Link to Comment
  • Will Warren Buffett Save The Sinking BYD Co.? [View article]
    Ok, so lets say Buffet can sell his shares anytime he wants. I have another slant of BYD the company. My observation is simply personal and doesn't come as the result of any exhaustive financial work. A few years ago I noticed that BYD was trying to sell cars in Costa Rica. I actually set in a couple of models on display in the San Pedro Mall. A couple of years later I saw another BYD in front of a Budget Rental location in San Jose. I have been to Costa Rica many times but the one thing I never saw was a BYD automobile being driven in Costa Rica. I have seen many other brands, especially Toyota, Suzuki and Hyundai, but never a BYD.
    They just don't seem to be able to get their foot in the door. I know it sounds overly simple but given that it appears they have a hard time selling their cars, it may have some effect on their share price. And even if there is great liquidity for their shares in the Hong Kong market it is not going to make up for poor performance in the market place by BYD.
    Oct 3, 2012. 05:48 PM | Likes Like |Link to Comment
  • Will Warren Buffett Save The Sinking BYD Co.? [View article]
    Gee, thanks for the lesson. All this time I thought Hong Kong had been a colony of the United Kingdom, which they returned to the People's Republic of China in 1997. Now I know that it was a country in Asia. Once again, I could be wrong, but I doubt if there are many large investors on any exchange looking to take Buffet's very large position in BYD off his hands. Of course if the price was low enough a buyer could quite possibly appear. But who knows maybe Buffet still sees value here. He has been right a few times.
    Oct 3, 2012. 01:56 PM | 2 Likes Like |Link to Comment
  • Will Warren Buffett Save The Sinking BYD Co.? [View article]
    Seems to me the question is who would Buffet sell the shares too. Need a greater fool and not too many of those around. The trading volume on BYDDY and BYDDF is quite modest. Trying to unload all those share would probably force the price way down. Every once in a while many of us are subject to a great story that turns out to be anything but. As I remember Buffet's partner Charlie got Warren all giddy about BYD. And now it seems like they're just stuck with it. I dumped my shares a long time ago. Pains me even to think about it.
    Oct 2, 2012. 07:23 PM | 1 Like Like |Link to Comment
  • Gold is marking time today after a big 3-month run, but the RBA's surprise overnight rate cut makes it the latest central bank entry in a race to devalue currencies, and one wonders if the PBOC won't be far behind. Gold remains a currency no central bank can print "with a keystroke," says Janney's Mark Luschini, remaining bullish on the metal. [View news story]
    He exits as the head of the Federal Reserve. Lots of easy money just like Bryan wanted.
    Oct 2, 2012. 07:08 PM | Likes Like |Link to Comment
  • Toyota Remains The World's Best Run Car Company [View article]
    It would appear to me if the majority of Americans are ready to buy hybridized autos, then Toyota is in a good position. But I am guessing that given the added cost of hybrid cars the majority of Americans will continue to buy non hybrid vehicles. If this is the case Toyota appears to have some serious catching up to do. If I am not mistaken, in the Toyota Division, there are no engines offered with direct injection. Furthermore there are no 8 speed automatic transmissions offered. In many model comparisons
    of Toyota versus Hyundai, Ford and others you can see Toyota offering 4, 5 and 6 speed automatics versus others with 6 and 8 speed automatics. Furthermore when you compare mileage ratings you find that Toyota suffers as a result of not keeping up with others in the development of modern drive trains. Couple out of date drive trains with perennial stogy styling and inferior mileage and you have a line of cars which need to be sold on past merits not current merits.
    Sep 29, 2012. 02:29 PM | Likes Like |Link to Comment
  • Mercedes Ben [View article]
    I vote for Zimbabwe Ben.
    Sep 17, 2012. 11:49 AM | Likes Like |Link to Comment
  • "We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday. [View news story]
    As I understand it, Apple still has little presence in the Enterprise. Win 8 tablets could be a big hit here.
    Sep 7, 2012. 05:00 PM | 1 Like Like |Link to Comment
  • Intel's Q3 Revenue Miss: A Fire Sale For Long-Term Investors [View article]
    Count me in. I'm waiting also.
    Sep 7, 2012. 04:29 PM | 4 Likes Like |Link to Comment
  • The Low Volatility, Low Beta Anomaly [View article]
    I am very happy to have stumbled on this article.
    Jun 26, 2012. 08:49 PM | Likes Like |Link to Comment
  • A Whimper: What Is All The Calm About? [View article]
    Is it possible that US money via the IMF is now entering to pick up where German money left off? If so, is it possible that this is another attempt to kick the can down the road, at least until December?
    Jun 19, 2012. 03:40 PM | 1 Like Like |Link to Comment
  • BYD Company: Warren Buffett's Motorola [View article]
    Once in a while I visit Costa Rica. When there a few years ago I saw 2 models of BYD cars in the San Pedro Mall. At that time I thought I would see more of them on the street in the future. I finally saw one the other day, parked with a Budget rental car sign on it. It was about the size of a Toyota Yaris and looked good. While BYD autos have been available in Costa Rica for a few years, they seem not to be able to gain much traction with the consumers. Toyota and Hyundais seem to do well. On a recent trip I saw a few more new Kias and quite a few new Suzuki Swifts. The Suzuki Swift 4 door seems to compete very well with the Toyota Yaris. Probably cheaper.
    Jan 29, 2012. 02:32 PM | Likes Like |Link to Comment
  • BYD Company: Warren Buffett's Motorola [View article]
    My guess is that if Buffet had it to do over, he wouldn't. Just like some of the rest of us who are waiting and waiting to be bailed out. Also, there seems to be almost no market for a $40,000 + Volt and I doubt there is much more of a market for a $35,000 BYD. Gasoline prices would need to be very high and if you haven't noticed oil prices are trending down not up.
    Aug 18, 2011. 03:52 PM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
22 Likes