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Thalidomide Baby

Thalidomide Baby
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  • Update: Seems Likely To Beat Q2 2014 Revenue Consensus [View article]
    Mr. Santos, the Fire Phone has not even been released yet! The skies are soon to be darkened by clouds of Amazon drones delivering anything a human can imagine.
    Jul 12 12:50 AM | 1 Like Like |Link to Comment
  • Amazon Delivery Drones: Pie In The Sky [View article]
    Wow. Amazon added about $18 billion in market cap today just based on an a little information about the drones.
    Jul 11 05:51 PM | 1 Like Like |Link to Comment
  • Bank Of America Can Boost EPS Right Now, And Here's How [View article]
    A better use of funds would be to buy back shares under tangible book.
    Jul 11 01:39 PM | 1 Like Like |Link to Comment
  • Should I Short These 3 REITs? [View article]
    The biggest reason not to short a dividend-paying REIT is that you have to pay the dividends so your position is automatically a loser if everything else including the share price stays the same.
    Jul 8 11:31 AM | 2 Likes Like |Link to Comment
  • Amazon Fire Phone A 'Very Compelling Newcomer' [View article]
    Yes, that makes sense. People basically know what to expect from the next iPhone as the changes are incremental. This is a new product. They may also be wishlisting it because they don't need it right now because they have a phone and/or are locked into a contract. It's definitely not like buying a Kindle e-reader.

    I do think people underestimate the loyalty of Amazon's customers, especially Prime members, who pay for the privilege.

    And yes, Amazon customers rely heavily on reviews. (Actually non-Amazon customers rely on Amazon reviews, too, and it scares Google.) I think the people most likely to buy the phone are also not necessarily the cutting edge-type willing to take a leap into the unknown, but prefer to wait and see.
    Jul 7 06:20 PM | Likes Like |Link to Comment
  • Amazon's Ability And Intent To Pay A Dividend [View article]
    Wal-Mart is an order of magnitude larger than Amazon and it has physical locations. They are still different animals. The distribution systems are different. Amazon carries many more items plus has a well-used third-party sales platform. Plus Amazon has many other businesses besides retail sales.
    Jul 7 06:16 PM | Likes Like |Link to Comment
  • A Less Urbane Outlook For Citigroup Investors In Q3 2014 [View article]
    C has been essentially flat for a year now. I think there would have to be a major turn down in the economy possibly caused by a major unexpected event for the stock to go down significantly from here. As the problems all get worked out the stock will go up. It is undervalued and since there has been no meaningful dividend, they are piling up cash and buying back stock.

    If there were a temporary weakness it the stock, it would be time to pick up a few more shares.

    A little more doom & gloom is just fine while the stock consolidates and finds a footing for the next leg up. Articles like this one are good. It is always darkest before the dawn. Make it darker!
    Jul 7 06:11 PM | Likes Like |Link to Comment
  • Amazon Fire Phone A 'Very Compelling Newcomer' [View article]
    That is quite an interesting observation and impressive for such a short time. I'm not sure how they calculate the top wishlist items because I have had some on my list for years. I put things in my wishlist to keep track of them without having them in my cart. I notice Chromecast is #1 although it only costs $35. Seems like most people could just buy it rather than wish for it.
    Jul 7 03:58 PM | Likes Like |Link to Comment
  • Amazon Fire Phone A 'Very Compelling Newcomer' [View article]
    It's much too soon to say how well the Fire phone will do--it won't even be released for almost three weeks, July 25th. It's not a new type of device like the original Kindle or even a device that people will buy in addition to those they already have like the Kindle Fire. Mostly it will be a replacement for existing smartphones.

    That said, I don't hear too much about it even from loyal Amazon customers with multiple Kindles. Not too surprising since none of them have touched one or talked to anyone who has!

    If you look through the Prime music albums sorted by popularity, you can get an idea of the demographic most likely to buy the phone by looking at their taste in music.
    Jul 6 07:53 PM | 2 Likes Like |Link to Comment
  • Amazon's Ability And Intent To Pay A Dividend [View article]
    Amazon probably won't pay a dividend until it is the largest company on the planet.
    Jul 4 10:44 PM | Likes Like |Link to Comment
  • Why Do People Have Such Different Ideas About Retirement? [View article]
    Every time anyone has told me they have a financial advisor and we discuss what they actually own it is invariably something with high fees of some sort, not too good of an investment in the first place, and sometimes just completely wrong.

    One time, I convinced someone in their late twenties who was self-employed to start saving and investing for retirement. He talked to an "advisor" at his bank (one of the largest in the country) and ended up with a fixed-rate (low) tax-deferred annuity inside of an IRA. Well, at least he is putting something away.

    General rule: if someone is trying to sell you an investment where they make money if you buy it, don't. There are no doubt some good advisors who charge flat fees but they are few and far between.
    Jun 28 10:49 AM | 6 Likes Like |Link to Comment
  • Amazon Fire Needs To Sell Like Crazy Because App Sales Won't Cut It [View article]
    Two words: Firefly button.
    Jun 25 05:41 PM | 1 Like Like |Link to Comment
  • My Income Portfolio Update: Exchanging A High-Yield ETF For A Solid-Yield REIT [View article]
    You're not the only one who likes monthly dividends; I've just never understood it. But you are way ahead of 95% of all people your age because you are actively investing. Whether you go with a portfolio of three index funds, a dividend growth portfolio, or rampant speculation, you're ahead of the pack.
    Jun 24 09:50 AM | Likes Like |Link to Comment
  • My Income Portfolio Update: Exchanging A High-Yield ETF For A Solid-Yield REIT [View article]
    Nothing wrong with minding the pennies and seeking to maximize return.

    I would also question why you are focused on income stocks at your age when presumably you are working and not relying on the income dividends provide. There is nothing wrong with a dividend-oriented investing plan, but you could also incorporate higher-growth stocks in your portfolio and increase your total returns over the long run.
    Jun 23 09:39 AM | Likes Like |Link to Comment
  • American Realty Capital Properties Preferred Stock, Opportunities And Risks [View article]
    This would be a good preferred to put on a watch list for when the company is under stress and the preferred can be picked up cheaply. Paying anywhere near par may mean a long wait to to be able to sell without a capital loss.
    Jun 23 08:56 AM | Likes Like |Link to Comment