Seeking Alpha

klgmdc

klgmdc
Send Message
View as an RSS Feed
View klgmdc's Comments BY TICKER:
Latest comments  |  Highest rated
  • Amazon: When The Music Stops [View article]
    Thanks for the good belly laugh, Ted. Can I go short your IPO the day it opens? WWJB do?
    Oct 2 01:41 PM | 1 Like Like |Link to Comment
  • Coinstar Looking For New Identity [View article]
    Thanks for presenting these ideas on where the company might be headed and what it could grow into in the future. Coinstar is considering a new name: "Outer Wall", which describes the potential army of kiosks lined up outside various establishments, but which I think is an awful and grim name. But the name change makes me wonder about plans for a spin-off of Redbox/Verizon because Redbox holds the position of anchor kiosk in the future army of kiosks.
    CSTR always seems one quarterly report away from blowing sky high into the stratosphere, but the trading range between $38-$70 has been well intact. The slow steady climb since last fall is more encouraging as opposed to the wild swings, but I've wondered if the 2013 ascent is simply mirroring the broader market. All to say: this stock hasn't been an easy one to hold. I appreciate your optimism! And I'm eager for the rollout of Rubi, as I often like to purchase a drink at the convenience store or restaurant or grocer when I pick up my movie at the Redbox. Which -- makes me wonder -- how the co-location of Redbox and Rubi will be negotiated given the potential competition at current Redbox locations. Well, it's an interesting company to watch, that's for sure!
    Jun 18 02:01 PM | 1 Like Like |Link to Comment
  • Does Apple iOS7 Really Matter To Investors? [View article]
    Good article in Wired laid bare the concept that iOS7 lays the framework for the... " functionality of a next generation of phones—when they’ll have to actively manage a network of connected devices, including, even, your desktop. In fixing what was broken with iOS6, Ive has really laid down the path to its future as the most important cog in our digital life." What the analysts miss now by seeing the "pretty" changes, they'll glow about later when Apple rolls out more and more integrated products that we'll wonder how we ever lived without.
    http://tinyurl.com/lsn...
    Jun 14 12:15 PM | 1 Like 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
  • 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
  • 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
  • The rest of the top 25 heavily shorted S&P 1500 stocks: ESI, GTAT, DGIT, LQDT, WRLD, JCP, GME, FRAN, SVU, ONE, AKS, CRR, EBIX, DDD, SPF, DMND, DECK, BKS, COCO, X[View news story]
    Great. I own 3 of the most heavily shorted: DMND, CSTR, and TSLA. Am I having a bad day? Not really :-)
    May 13 06:51 PM | 1 Like Like |Link to Comment
  • Seagate Technology - Are There Clouds Overhead Or In Its Books? [View article]
    Seagate is at an interesting point right now. Thanks for illuminating the challenges ahead. We want to know that the company has cleverly positioned itself for catching the wave into the cloud. Has it done that? Time will tell. It's a good story to follow. I'm staying in this investment for now, but feel that careful watching is in order. Is Mr. Shorty Pants (Chanos) catching the worm or just fluffing his feathers.
    May 12 10:42 AM | 1 Like 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 01:49 PM | 1 Like 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 02:37 PM | 1 Like 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 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 04:56 PM | 1 Like Like |Link to Comment
  • Facebook: Can You Hear Me Now? [View article]
    Hi Bryan, Thanks for the article. By your classifications, I am a "breezy" FB user. I am only there out of "necessity" for purposes of family genealogy club, book club, and useful functions like that. My home page is anemic and I'm not embarrassed about it. Social networking, online, where all my data is mined for nefarious purposes, gives me the heebies. Have you seen this? Phone Home is truly a Homing Beacon.
    http://tinyurl.com/dxl...

    Otherwise, I'm doing same as you with options. I decided to use FB for options target practice. I bought 100 shares, cashed out a covered call for an 80% gain, and am currently in a straddle that I caught on April 2 in time for the Phone Home rush.
    Apr 5 02:29 PM | 1 Like Like |Link to Comment
  • Green Mountain Coffee And SodaStream In Lockstep [View article]
    oh, that's funny. I read this article early when there were no comments. I flagged it to return to, to read the comments. I have nothing to contribute to this interesting article, but like you, I wanted to see what others had to say. Thanks to the author for a unique perspective!
    Mar 22 03:33 PM | 1 Like Like |Link to Comment
  • Apple: Armageddon Didn't Materialize [View article]
    Reviewers may be underwhelmed by the new Samsung Galaxy S4, but that is irrelevant to how well it will sell in the marketplace. The market is the last arbiter. I think we're in a wait and see game with smartphone wars. I think the stock target price cuts we're seeing from analysts (another one today from Canaccord) reflects the uncertainty in Apple's ability to hold onto its lead (as well as the concern about future product launches). So I wouldn't agree that Apple can rest on the laurels of its iPhone, no matter how superior a product it might be, the market thinks it is technologically falling behind. (I don't agree with the market, but I don't make the market, either.)
    Mar 20 09:12 AM | 1 Like Like |Link to Comment
COMMENTS STATS
204 Comments
287 Likes