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  • Union Pacific - The Drop Of 25% In Value Makes It A Perfect Entry Point  [View article]
    I'm already at 23%. I have a similar view.
    Nov 26, 2015. 04:36 PM | Likes Like |Link to Comment
  • First Internet Bancorp: An Undervalued Growing Small-Cap Bank  [View article]
    It was just severely mispriced and good value creation. Open a three year chart.
    Nov 20, 2015. 03:14 PM | Likes Like |Link to Comment
  • Something Rotten With Tesla? Doubtful  [View article]
    This is not going to end well. You can be sure that his lender GS will start selling before Musk does.
    Nov 14, 2015. 09:49 PM | 4 Likes Like |Link to Comment
  • Wall Street/Buffett relationship turns testy  [View news story]
    Most companies are leveraged within the S&P. I would understand what you are saying if Berkshire consisted of a bunch of stocks but it's is more conglomerate of whole owned companies now than simply holding financial assets.
    Nov 13, 2015. 08:20 PM | 1 Like Like |Link to Comment
  • BofI: Boiler Rooms, Bad Loans, And Off-Balance Sheet Maneuvers Underpin Poorly Understood Risks  [View article]
    If this is accurate regarding the SPE it's clearly not the transparency we expect. I have no position here but will be curious to see which side proves right. Hope it gets cleared up soon because the uncertainty is just playing into all the lawyers pockets.
    Nov 10, 2015. 07:43 PM | 3 Likes Like |Link to Comment
  • BofI: Boiler Rooms, Bad Loans, And Off-Balance Sheet Maneuvers Underpin Poorly Understood Risks  [View article]
    Save the politics for another forum.
    Nov 10, 2015. 07:33 PM | 3 Likes Like |Link to Comment
  • Tesla Motors: Why It Is Still A 'Barbell' Stock  [View article]
    Tesla might be the barbell that a person ties to their foot before jumping in the deep end.
    Nov 9, 2015. 04:30 AM | 2 Likes Like |Link to Comment
  • Nvidia Jumps Higher After Earnings  [View article]
    The next four quarters are going to be out of the park. The forward PE is inaccurate because they are low balling the estimates.
    Nov 8, 2015. 09:40 PM | 1 Like Like |Link to Comment
  • Why Union Pacific Is A Stock To Avoid  [View article]
    There is obviously some coorelation between volumes and intrinsic value. I am simply saying its not as big a component has people make it out to be. There are many other parts. Volume has been basically flat for the past 10 years yet EPS and cash flow have skyrocketed. Maybe you think its going to go back down there but that is where we disagree.
    Nov 7, 2015. 08:08 PM | Likes Like |Link to Comment
  • Why Union Pacific Is A Stock To Avoid  [View article]
    It does not have to do with volume.

    It has to do with:
    investments significantly improving operating efficiency
    legacy (low) pricing contracts expired
    share buybacks
    retained earnings
    overall equity market has risen to a much higher multiple

    yes its worth significantly more than three years ago.
    Nov 7, 2015. 03:43 PM | 5 Likes Like |Link to Comment
  • Why Union Pacific Is A Stock To Avoid  [View article]
    Why do you focus on sales when it is earnings that matter more in this situation? We are not talking about potential fad business or a high growth tech company either, it's a railroad... How is it expensive at less than 15 times earnings? Maybe if the 10 year was 5%. Even then, I would still be a buyer. It's is a sign of strength that the company can increase margins. It also probably means they have room to compete with truckers on pricing in worse case.
    Nov 7, 2015. 06:33 AM | 7 Likes Like |Link to Comment
  • Nvidia Jumps Higher After Earnings  [View article]
    AMD will need to get bought out to support greater R&D or it will be toast.
    Nov 6, 2015. 03:16 PM | 2 Likes Like |Link to Comment
  • Did SodaStream Really Fizzle?  [View article]
    Its hard to imagine that the currency headwinds will get any better with the Fed tightening and Europe and the Nordics easing. I don't know about the Shekel but I don't see the trend reversing for the euro/dollar or krona/dollar. Bottom line, the US market needs to improve. I would say the downside is limited but the upside is dependent on these factors.
    Nov 6, 2015. 08:40 AM | 1 Like Like |Link to Comment
  • Tesla's Battery Technology Powers Its Moat  [View article]
    Did not Tesla release all of its patents for any company to use?
    Oct 28, 2015. 10:42 AM | Likes Like |Link to Comment
  • NOW Is The Time To Invest In This Global Energy Spin-Off  [View article]
    Nice article. I agree with you but this has been a painful position for me. Fortunately it was not too big and only energy related investment. I'm sticking through it, although somewhat blindly because I am no expert on the future price of oil, other than having the strong belief that it is cyclical. Have you thought about what price might be necessary to see positive returns?
    Oct 27, 2015. 06:02 PM | 1 Like Like |Link to Comment
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