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  • Now That The iPhone 6 Is Out, Time To Put Down The Apple Kool-Aid [View article]
    While you are opinionated, I don't really disagree with the analysis ....

    Having said that the point of investing is to own things that accumulate wealth ... And as a business that means ... Cash.

    You're telling people to walk away from this ?
    Is this the flavor / idea du jour ?


    This company is ridiculously solid on an as is right now go forward basis .... What would you suggest is a better alternative over a reasonably long term .... Say 3 to 5 years?

    In terms of buybacks, multiple, cash flow ..... Blah ..... This is not a marginal investment. It's grown from the core.
    Sep 29, 2014. 07:15 PM | 9 Likes Like |Link to Comment
  • Michael Kors - Last Chance To Buy Into This Growth Machine [View article]
    B&H 2012 - what stocks do you hold that actually fit the Ben Graham model? Curious.
    Aug 31, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • Michael Kors: The Hidden Gem In The Apparel Industry [View article]
    The dividend mentality of the current market /stochastic holders of the world gave forgotten what a solid growth stock looks like. In a slow to no growth, low inflation, low yield environment one can make huge capital gains.

    I am one that would even suggest the company leverage. At the right price, low yield and long term fixed cost this is the proper environment to bulk up on cash. My guess ( have not examined filings ) is if you counted lease commitments as debt the picture might be presented differently. Not sure how they account for that .....
    Aug 24, 2014. 07:46 AM | Likes Like |Link to Comment
  • Banks and other financials pile on the debt [View news story]
    "A minimum level of debt REQUIRED". ... Help me understand that. They HAVE to issue debt ... even if they really don't need it?
    Aug 15, 2014. 09:54 PM | Likes Like |Link to Comment
  • Visa And MasterCard Will Win In Mobile Due To HCE [View article]
    Why doesn't AT&T or Verizon BUY a bank and clear their own items ? Is TSS or companies like them more likely to be acquired ... or crushed. Interested in your thoughts.
    Aug 13, 2014. 09:02 PM | Likes Like |Link to Comment
  • Kors Hides Behind Stunning Q1 Results [View article]
    There is a true dilemma here ... too much data. More customers, build more stores. You now KNOW where to acquire the product. You don't NEED an on line search. I would go so far as to say the on line shopper for what is a luxury /somewhat impulse purchase is NOT the shopper you want. They are looking for discounts and comparing / I.e. Amazoning the line. You want women and now men, to seek the store and buy on site.

    I like this story. It's got a long way to go. Agree they need to avoid being Coached.
    Aug 5, 2014. 07:23 PM | Likes Like |Link to Comment
  • Short-Term Worries Are Overpowering Amazing Long-Term Prospects For Michael Kors [View article]
    This brand still has a very very long way to go / grow.
    Aug 4, 2014. 10:10 PM | Likes Like |Link to Comment
  • Why Chevron Could Lose Out To This Sector Peer [View article]
    For a comparative analysis I am surprised you don't seem to value the difference in the leverage more. If the ROE is similar and the leverage is dramatically different it suggests a material difference in efficiency. My guess is there a very good reason and that that is tied to the difference in oil / gas geographic regions where they explore and the associated costs with what it takes to be a producer. Just a guess. The REAL question is do you pay for better efficiency already achieved ....... Or do you buy because of POSSIBLE upside improvement? Has management recently focused on a core change that they intend to capitalize on? That would drive my choice.
    Jul 19, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • Report: Petrobras to offer $2B in supply contracts [View news story]
    Got away from pbr. Great field of oil but I don't believe it can be engineered with current technologies. It'll be a looong time before that one pays off.
    Jul 2, 2014. 08:51 PM | Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    I lean more to value but accept if you want to own a strong growth story you occasionally have to pay up for high margin, high roe stocks. Not in wday yet but love the debate.

    I also value PEOPLE. Not much mention here of the background of the people executing on this story. Management counts and they have EXCELLENT management, which is the ONLYreason I even look at and follow a nosebleed priced stock while I wait.

    Carry on .....
    Jun 21, 2014. 08:53 AM | Likes Like |Link to Comment
  • Workday Has Emerged As The Best Cloud Company [View article]
    I lean more to value but accept if you want to own a strong growth story you occasionally have to pay up for high margin, high roe stocks. Not in wday yet but love the debate.

    I also value PEOPLE. Not much mention here of the background of the people executing on this story. Management counts and they have EXCELLENT management, which is the ONLYreason I even look at and follow a nosebleed priced stock while I wait.

    Carry on .....
    Jun 21, 2014. 08:53 AM | Likes Like |Link to Comment
  • Nokia Looks To Bolster Its HERE Maps Business With Recent Buys [View article]
    Non event. They paid 8 billion a half decade ago for a map unit that today has a billion ..... Wait for it ..... In revenue. Wow.

    Could care less who the previous financé company was that lent money to the company -irrelevant.

    Nokia is in a race to recover and find something that brings it ... The IT factor. I hope they find it. Best advice is they are good and they have staved off ruin. I think they'll do well but not because of this event.

    I was long navteq when it was important.
    Jun 19, 2014. 09:47 PM | 1 Like Like |Link to Comment
  • AthenaHealth: Why I Believe Following David Einhorn's Short Advice Is A Very Bad Idea [View article]
    Valid critics. I'm a long term believer in company and was hoping a better value would arrive but the bounce has taken it the wrong way.

    I do believe if the following can be articulated we can arrive at a price to enter for long term.

    How much more building of the apperatus does it take before cap ex can become a positive trend to look forward to. A power plant or cable tv system takes a boatload to build out ... But once it starts running its a cash flow monster. Show me a model where you add major medical institutions and get over the hump. Just having a vision / model would've be helpful.

    Do they retain clients or is there churn? Haven't seen a mention of that.

    Earlier comments about articulating differences between them and others in "near space". Help people understand unique value prop.

    Appreciate your work. Appreciate the critique posts, too.

    Still on the fence but look to buy at reasonable premium.
    Jun 2, 2014. 07:40 PM | Likes Like |Link to Comment
  • AIG upgraded to Buy at Goldman [View news story]
    Love the pick. Own it. This rec is more business as usual / help out the corp bank than anything else. GS and AIG go way back.
    May 22, 2014. 08:54 PM | Likes Like |Link to Comment
  • Henry Schein and athenahealth team up [View news story]
    Not a shareholder ... yet.

    For those doubters I'd like to know what's the tipping point? These guys have relentlessly pursued the biz and keep adding MAJOR service providers. In software building the platform is costly. In cable tv building the platform is costly. You look stupid while you literally. Burn money but you keep adding subscribers. At SOME point .... You get over the hump, you don't need to keep building the base mechanism and cash flow skyrockets. I think these guys are approaching ascent from the runway. Tell me ... Why not?
    May 21, 2014. 07:59 PM | Likes Like |Link to Comment
COMMENTS STATS
262 Comments
243 Likes