Seeking Alpha


Send Message
View as an RSS Feed
View inmocean's Comments BY TICKER:
Latest  |  Highest rated
  • How I Lowered My Cost Basis On A Recent Enterprise Products Partners, LP Purchase [View article]
    who's your broker that gives inexpensive option trades?
    Mar 31, 2015. 01:06 AM | Likes Like |Link to Comment
  • Disney's Increased Profit Margins Helped Increase The Return On Equity [View article]
    Disney's theme parks involve too much capital assets to allow the assert turnover number to move much higher. As many movies as they do and considering most are big hits, it'll be hard for them to improve on these numbers without a major shift or addition to their revenue streams. I'm long DIS, but an concerned that gains going forward will be harder to achieve. It's expected that Star Wars and Age of Ultron will be big.
    Mar 31, 2015. 12:18 AM | Likes Like |Link to Comment
  • Gilead notifies healthcare providers of potential risks with Harvoni or Sovaldi in patients taking antiarrhythmic [View news story]
    My father was prescribed Amiodarone for some ten years due to his afib, but he only saw his cardiologist when he was forced to. suddenly, in the space of just two days, he lost the ability to breathe on his own. After 3 weeks of 24 hour CPAC use and all that implies, he asked to have it removed and died in a few minutes. Amiodarone is one very scary drug with a very long half life; after witnessing its effects, i would never take it.
    Mar 25, 2015. 02:30 AM | Likes Like |Link to Comment
  • Today at the telecom price war: T-Mobile upgrades, Sprint picking up tabs [View news story]
    I had tmobile for years until a about 5 years ago. I live in the DC area, and they were cheap but had poor quality. Also, their customer service was fine if you thought your time had no value, because dealing with them was a real pain. I switched to ATT via Consumer Cellular and have seen much better reliability and fantastic customer service. I moved to NW Montana about a year ago and only VZ works up here. I used Sprint about 15 years ago and it was abysmal, but 15 years is a long time.
    Mar 19, 2015. 01:31 AM | Likes Like |Link to Comment
  • Disney: What The Star Wars And Frozen 2 Announcements Mean For Shareholders [View article]
    Don't wait for the split, wait for the big pullback. You'll find it's much harder to buy when your losses are mounting, but that's what you should wait for.

    I was making monthly purchases of Disney through the 2008-2009 stock debacle, and only because of that was I able to buy DIS for as low as $17.36/share. Without raising a sweat, I have 178 shares of DIS bought for $100/month from 6/2007 to 7/2011 plus DRIP'ing the small dividends.

    Because of that, I strongly suggest you implement a monthly plan; I used sharebuilder, but there were fees associated with that. You might want to look into LOYAL3 to buy Disney fee free every month. The market will pullback someday, and the longer it takes, the larger the pullback!
    Mar 16, 2015. 11:20 PM | Likes Like |Link to Comment
  • Kinder Morgan: Trees Don't Grow To The Sky [View article]
    KMI, in the person of Richard Kinder, has excellent leadership and has been a great investment over the years. There are risks, but they get the benefit of the doubt from me due to their track record.
    One error in your article is your reference of €1.25M instead of €1.25B.
    Mar 12, 2015. 01:44 AM | 9 Likes Like |Link to Comment
  • New Age Disney Characters Making Gobs Of Money [View article]
    my 3 year old granddaughter loves watching Mickey mouse clubhouse. I have no idea how common that is.
    Mar 12, 2015. 01:35 AM | 5 Likes Like |Link to Comment
  • A Closer Look At Targa Resources Partners' Distributable Cash Flow As Of Q4 2014 [View article]
    KMI is not an MLP.

    I've owned NGLS for some eight years and believe that they have very good management. I expect them to manage their way out of this temporary difficulty.
    Mar 11, 2015. 09:07 PM | 1 Like Like |Link to Comment
  • Calumet Specialty Products to launch 6M-unit offering [View news story]
    6m as opposed to how many units already outstanding?
    Mar 11, 2015. 12:17 AM | Likes Like |Link to Comment
  • Qualcomm - Quantifying The Capital Return Program [View article]
    I'm not familiar with the formulas used here, and the math is off in the paragraph starting with "thus, the multiple for QCOM..." I'd appreciate any further explanation. Thanks.
    Mar 10, 2015. 11:50 AM | Likes Like |Link to Comment
  • Visa: Can This Growth Stock Be A Dividend Champion? [View article]
    Although credit card usage is very low in most of the world outside of USA, Canada, Europe, Australia and the more developed parts of Asia like Singapore and Japan, the amount of wealth is so much greater in the developed world than the developing world. As such, you could speculate on growth rates over 40% a year for decades before the amount of money charged becomes significant.
    I think the major driver for credit cards is e-commerce, in particular the retail and travel industries. It also doesn't hurt that many credit cards encourage use through rewards programs.
    I bought a partial position in Visa in 2013, when it looked expensive, and I never went back to complete a full position as its share price has only gotten more expensive over time.

    Also, wrt the dividend, Visa has the FCF to grow the dividend quickly or do share buybacks, and they seem to be leaning a bit forward the buybacks.
    Mar 9, 2015. 11:55 PM | Likes Like |Link to Comment
  • 'United Problem Solvers' slogan takes off [View news story]
    temperature-sensitive healthcare solutions? E-commerce expertise? Yeah, I'd say they've got some 'splaining to do.
    Mar 9, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • It's All About Execution - Cramer's Mad Money (3/5/15) [View article]
    Did you just awaken from a 10 year coma?
    Mar 6, 2015. 11:49 PM | 1 Like Like |Link to Comment
  • Jarden Has A Bright Future Ahead [View article]
    Dividend? JAH owns some well-known brands, and I actually picked it up over 2 years ago as a play on a housing revival but it's been a great performer and I'm still holding a full position.
    Mar 4, 2015. 12:28 PM | Likes Like |Link to Comment
  • The Dividend House DGI Portfolio: The Good, The Bad, And The Ugly [View article]
    I'd suggest SBUX as well.
    Mar 4, 2015. 12:23 AM | 1 Like Like |Link to Comment