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klgmdc

klgmdc
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  • PIMCO Closed End Fund Choices - Now And Then [View article]
    Thanks for the interesting article. Stansberry recently ran a piece on their reasons for avoiding closed-end funds, and PTY was on the "avoid" list due to the high premium to NAV. I've been very happy with PTY since 2011 but will watch it carefully now for signs of faltering.
    Apr 23, 2013. 02:38 PM | Likes Like |Link to Comment
  • Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
    Bitcoins, anyone?
    Apr 23, 2013. 01:51 PM | Likes Like |Link to Comment
  • Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
    Hey Z: I thought the author's article was brilliant, but your response is the great laughter pill.
    Apr 23, 2013. 01:49 PM | 1 Like Like |Link to Comment
  • Apple (AAPL +0.6%) ticks above $400 ahead of FQ2 results and FQ3 guidance few expect to be glowing, particularly in light of supplier numbers (I, II). Shares are down 22% since the company posted a disappointing FQ1 report; the FQ2 EPS consensus has fallen by $1.60 over the last 90 days to $10.07, and the FY13 consensus by $4.31 to $43.66. FBR's Scott Thompson (Outperform) has cut his PT by $100 to $525 today. Thompson likes Apple's valuation, but adds "management has been surprisingly quiet about how Apple may deploy its $130B." He also asserts execution "has been plagued by operational missteps and a steady stream of reported production cuts." [View news story]
    The FQ1 report was sooooooo disappointing. Another record profit and wheeee, down we go. Did we overshoot just a little bit on the downslope? I sure hope so. Are the hedge funds satisfied yet with a PE of 9? Or will the company be officially declared dead today.
    Apr 23, 2013. 11:26 AM | 4 Likes Like |Link to Comment
  • Tesla Motors Short Squeeze May Be Imminent [View article]
    Forgive me, it's Monday. I'm as interested as the next commenter in the future of Tesla, because of the technological game change and because I'm a shareholder. But what if Elon Musk's next great announcement is that the Google employees' prank on Sergei Brin's Tesla automobile was so successful that the spring line will now be available in, wait for it.... Hot Pink!!!

    I'm intrigued about the possibility of Daimler being a large shareholder. I appreciate the heads up, but I prefer to wait and see. Tesla's rumor mill is becoming as active as Apple's. Elon Musk to replace Tim Cook! Huge short squeeze coming! Daimler has quietly taken a huge share in Tesla! What's next? Maybe a collaboration between Tesla and Apple: Apple's iTV to run on Oxygen Energy System developed by Tesla! Tesla now comes with Apple's iWallet feature embedded in the driver's door panel for ease of payment at your favorite drive through fast food chain!

    With thanks to FLG: I am a fan of your articles. And like Glenn, I hope to get rich on TSLA. I have a nice gain in this stock that has an "F" rating at Schwab. Long may we speculate! I have a stop order in, just in case.
    Apr 22, 2013. 02:37 PM | 1 Like Like |Link to Comment
  • Tesla's Model S: Engineering Dream, Fiscal Nightmare [View article]
    Gerry: Your argument about taxes supporting this company is a red herring. Commenters abandoned your topic because it is not useful to count it as a claim against Tesla Motors.

    The US government subsidizes many industries, of which transportation is one. Tesla = transportation. Where is the conflict? The government also subsidizes the oil industry and agriculture. I might argue that a government subsidy to Tesla is an investment in national security. Oil not consumed is oil we don't have to fight an OPEC war about. The milk you pour on your grandchildren's breakfast cereal is the beneficiary of price controls courtesy of government farm subsidies.

    Tax-accounting allowances, credits, exemptions, deductions, depreciation and other financially beneficial tax breaks are given by the federal government to energy producers. I applaud the government for the foresight to invest in electric vehicle technology. I expect Elon Musk's innovations to eventually spread to affordable vehicles that I and most consumers can afford.

    The Department of Energy owns hydroelectric dams that create electric power that propels the Tesla vehicle. Electricity subsidized? Dear me. Maybe this is a grand conspiracy designed to eventually force us all to plug in. Wouldn't that be a quiet revolution.
    Apr 19, 2013. 11:26 PM | 8 Likes Like |Link to Comment
  • Apple Is Not Worth Less Than Microsoft [View article]
    And thank goodness iOS isn't open. An open iOS = the end of quality control = the end of Apple.
    Apr 18, 2013. 03:22 PM | 2 Likes Like |Link to Comment
  • Seagate And Western Digital: The Disk Drive Duo Still Looks Good [View article]
    Philip: I've appreciated your articles on hard disk storage. Do you know if Seagate is branching out into solid state media? Without that addition to their toolbag, how much of a challenge will growth be?

    As long as companies keep building cloud computing centers, hard spinning drives will continue to be key. But there's the competition to consider also. For example, Apple's new cloud server farm in eastern Oregon will be using IBM or Hitachi drives.

    I hope that STX is heading into a sideways consolidation pattern and not a test of its 200 sma.
    Apr 18, 2013. 02:53 PM | Likes Like |Link to Comment
  • A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
    Here's a link for you. The problem is that only half of the iPhones activated by Verizon were iPhone 5. The rest were 4 & 4S.
    http://tinyurl.com/bp5...
    Apr 18, 2013. 02:29 PM | Likes Like |Link to Comment
  • Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
    Thanks for the responses, zag and Z. Good thoughts. ~ klg
    Apr 15, 2013. 03:18 PM | Likes Like |Link to Comment
  • Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
    Has anyone taken notice of how CSTR is doing relative to NFLX? CSTR's stock price used to take a hit anytime "positive" news came out about NFLX. I'm just wondering what the catalyst is for the divergence I see happening. I follow the CSTR board and there isn't much positive feedback about the VZ/CSTR streaming service. CSTR is up over 1% on a down Dow day and NFLX is barely holding even, in spite of Dr. Hastings' latest SEC approved use of social media. Any thoughts?
    Apr 12, 2013. 03:17 PM | Likes Like |Link to Comment
  • Is Coinstar's Unique Hybrid Model The First Step To 'Digital Living' Redefined? [View article]
    Wow Guys, thanks for the fantastic comprehensive coverage and conversation. There are a few of us SA folks who really like CSTR, and I'm one of them. I frequently rent from one of the many Redboxes in my vicinity. The nasty side of me is rooting for a big short squeeze. Until then, the slow grind up has been very nice. Great first article!
    Apr 11, 2013. 05:46 PM | Likes Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    Wise, sage words. But who will abide? Apple the company and Apple the stock are disconnected from market behavior and investor psychology. I think it's likely that this stock will continue its boom and bust cycles, based on its product cycles. The "overhang" from the last cycle needs to be flushed out. Lots of folks are sitting on large losses. They need a new froth to occur, and it will do so with whatever Apple's next big hit is. The momo mojo will be back, until it isn't, and then all the whining and hand-wringing will start up all over again.
    Apr 11, 2013. 05:17 PM | 1 Like Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    Bret, I had this very conversation today with a broker at Charles Schwab, discussing screen size (we got on the subject of Apple, confirmation of your point that everyone is still talking about it). I do think that Apple's lineup would be better served by having choice in screen size, but I won't personally buy a larger handset. My iPhone 4 fits securely and comfortably in my hand and in my purse.

    It would be totally killer if Apple announced every bennie you mention on April 23 (altho' a special dividend will freak out all the naysayers). Like you, I'll settle for a dividend increase and more stock buyback. Woe unto us if Apple is silent on these. btw, the Time magazine article about Tim Cook mentioned that he reads his email every morning at Starbucks. ...Just sayin'.
    Apr 11, 2013. 04:56 PM | 1 Like Like |Link to Comment
  • XLP And Top Holdings: Opportunity For Bears [View article]
    Thanks for the heads up, Logan. I had become complacent about my position in XLP. I will now do something to protect my profits.
    Apr 9, 2013. 04:14 PM | Likes Like |Link to Comment
COMMENTS STATS
231 Comments
316 Likes