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klgmdc

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  • Why Amazon's Expansion Knows No Bounds [View article]
    Paulo & Timothy: What do you think Amazon's core business is these days? I used to think this was one really cool company. Now I simply don't understand it. I can't buy, or sell, what I don't understand.
    Jun 7 01:43 PM | Likes Like |Link to Comment
  • ITC Rules Apple Infringed On Samsung Patent, Shares Fall Post Session [View article]
    The analysis I saw suggested a $.24 hit to eps. This would amount to a .006% drop against a projected $41.90 eps (source: Yahoo).

    This author has dropped several fluff pieces into SA today. I looked at them, out of curiosity, and wasted my time on all of them. Once burned, twice shy, no more pennies from me. SA can't be this desperate for articles.
    Jun 5 12:44 PM | 2 Likes Like |Link to Comment
  • Benjamin Graham's Rules For The Common Stock Component: Marathon Petroleum Corporation [View article]
    I enjoyed this article even though I don't understand the author's logic. MPC fails most of the guru Graham's criteria, which is the basis for the article's thesis. Why bother to invoke Graham's investing principles if you're just going to say 'oh well, ignore the soothsayer, ...this time.' MPC has been an excellent investment for me, but now I'm bummed out because I just learned it flunks a bunch of Graham's rules. MPC: in the corner with the dunce cap. So who's the bigger dope here, and more importantly, what's the point of evaluating an investment by any set of foundational rules, if you're just going to throw them out when they don't confirm your bias?
    May 29 12:01 AM | 1 Like Like |Link to Comment
  • Could 'The Hobbit' Help Redbox Instant And Coinstar Shares? [View article]
    I'm an active Redbox user and own shares of CSTR. Owning shares has been rather painful as I sat through all the huge percentage drops of the last 1.5 years. More recently, the stock has been trending higher, but is this just playing along with the broader market? My thesis for owning CSTR has shifted from movie rentals and coin counting to a company that will grow its revenue from an army of kiosks catering to a variety of consumer uses including coffee dispensing and checking blood pressure. The new dvd releases at Redbox during the last few months have been dismal. The company says better and more frequent releases will be coming 2H of this year. Seasonally, less people watch movies during the summer. I don't expect good news from the next two earnings reports but I won't protest a surprise.
    May 28 10:55 PM | Likes Like |Link to Comment
  • Kick Far Overbought, Triple Topped Lululemon To The Curb [View article]
    Mark: people are certainly passionate about lulu. And some even have opinions about the stock price! I propose a match play: Walmarters in blue wicking polo shirts against Lulus in black see-through luon shirts.
    May 24 01:47 PM | 1 Like Like |Link to Comment
  • Kick Far Overbought, Triple Topped Lululemon To The Curb [View article]
    These comments have been very entertaining. So entertaining, in fact, I completely forgot what the point of the article was.
    May 24 01:16 PM | Likes Like |Link to Comment
  • Can Lululemon See Through Its Shorts? [View article]
    Hi stu_s: to reply to your question.... Lululemon's yoga clothes are definitely underrepresented at my busy studio, in a non-fashion concerned town of 160,000. My studio is all about the yoga that happens there, it is not competitive, and only once in 6 months have I overheard a student compliment another on attire. What I see in my classes is a large variety of brands, including lots of generic wear like leggings and tee shirts. Perhaps Lulu is a city thing?

    On another SA LULU article, I posted a comment one of my yoga teachers made: she said she can't afford Lulu, and she gets her pants from Old Navy. She said it's what she does in the pants that make them look good, not what the pants do for her... :-) I got a snooty reply back to this comment that used my anecdotal story to compare BMW's price to its quality. I've been shy about posting about Lulu ever since!

    But anyway, moral of the story is just because "we" don't see evidence of all Lulu all the time, many other someones are obviously buying the clothing.
    May 23 01:46 PM | Likes Like |Link to Comment
  • Apple Solved Its First Problem [View article]
    Really? You're banking $700M profit a week? And you've come into the SA board to boast about it? That's in poor taste. Not only that, it would make you a Trillionaire. Why are you here on this board instead of out playing golf or buying a tropical island.
    May 16 01:54 PM | 1 Like Like |Link to Comment
  • More on Tesla: The company announces it's offering 2.7M shares (current value of $244M) and $450M in convertible debt due 2018 in a public offering. Elon Musk plans to buy $100M worth of shares - $45M through the offering, $55M through a private placement. Tesla expects $830M in gross proceeds. TSLA now +6.8% AH. [View news story]
    Thanks everybody for helping me understand the ramifications of this new combo-financing announcement. I don't know what the operational constraints of the DOE loan are, but they apparently disadvantage the company enough that it's worth paying more than the 1% terms of that loan. I get it: unleash those shackles, create a stand alone capital structure through the convertible debt, issuance of new shares, and additional equity position that Elon is taking. Voila, operational flexibility and financial leverage. ....I'm working on getting my merit badge in Corporate Financing 101.
    May 16 10:54 AM | Likes Like |Link to Comment
  • What Berkshire Sees In Chicago Bridge & Iron [View article]
    Thanks for writing an interesting article about the component parts of CBI. I added CBI to my portfolio a couple months ago, and suffered through what I think was the pullback that already happened. It lost 20% in April but has clawed back to within 5% of a recent high. This market is a runaway train. Wait for a pullback and that train will speed right past the platform you're standing on. Especially after a Buffet buy.
    May 16 08:59 AM | Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I actually meant to reference the application called "Launchpad" (not Mission Control).
    May 15 10:36 PM | Likes Like |Link to Comment
  • More on Tesla: The company announces it's offering 2.7M shares (current value of $244M) and $450M in convertible debt due 2018 in a public offering. Elon Musk plans to buy $100M worth of shares - $45M through the offering, $55M through a private placement. Tesla expects $830M in gross proceeds. TSLA now +6.8% AH. [View news story]
    Someone needs to explain to me why the stock is up 9% AH (1:45 pm PST) on this news. A secondary offering provides more shares in circulation, right? = should drive stock price down, right? Issuing debt to pay off the DOE loan, .... ok. Is the interest on the debt offering cheaper than the outstanding interest on DOE loan? Somewhere in here there's a numbers game that I'll look forward to someone running for us. Maybe I've just exposed myself as an ignoramus.
    May 15 04:46 PM | 9 Likes Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    Those of us who started buying stock in this company two years ago are doing ok with the investment. I doubt that George would have speculated as we did. Different strokes for different folks. That's what makes the market interesting. I like reading George's articles. He usually takes an objective perspective on things.

    Goethe said: "If you can dream it, begin it." Elon is manifesting his dreams.
    May 14 03:15 PM | 4 Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I'm not a fan of touch either, but there has been some speculation that with the inclusion of "Mission Control" in the latest Mac OS, touch is coming as the feature add-on to it.
    May 14 02:32 PM | Likes Like |Link to Comment
  • Samsung, Apple Still Solid Investments As They Continue To Dominate Handset Market [View article]
    Well done, Elisa. I appreciate hearing a well-spoken woman's voice on these pages.
    May 14 12:57 PM | Likes Like |Link to Comment
COMMENTS STATS
191 Comments
265 Likes