GameStop Corp. Message Board

EquityRich 125 posts  |  Last Activity: May 30, 2013 9:00 PM Member since: Apr 16, 1998
  • Reply to

    Safe to buy KO here?

    by shhessy2000 May 30, 2013 4:27 PM
    equityrich equityrich May 30, 2013 9:00 PM Flag

    I usually look at a few things. First of all earnings power over time is fairly low risk for Coke so in terms of risk probably not too far from a bond. The earnings yield on Coke based on EPS is close to 5%. However if the stock remains here that yield will grow over time. A 10 year treasury will not. In 10 years the earnings yield on Coke should be over 10%. How good does a 2.5% bond look next to an earnings yield of 5% that is headed over 10% in less than 10 years?

    So while hard to pick any top or bottom you can sleep well by buying some coke here to get a position and then just add to it if it should pull back thus lowering your cost basis. Take the dividends and reinvest them back into the stock over the decade. You should be handsomely rewarded and crush a 10 year treasury as well. Could you do better if you could predict and nail a short term bottom should it occur? Sure, but nobody can do that. That lies in the realm of luck, not skill

  • Reply to

    Safe to buy KO here?

    by shhessy2000 May 30, 2013 4:27 PM
    equityrich equityrich May 30, 2013 5:42 PM Flag

    Buy some now. If it goes down buy more and average down. Hope it does so you can buy more. Better to buy a great company at a fair price than a fair company at a great price

  • Reply to

    Why will Master Card not split their shares ???

    by funjoey_43701 May 21, 2013 12:42 PM
    equityrich equityrich May 23, 2013 12:14 PM Flag

    Simple answer? They are stupid. Much like Google, Apple, Visa, Priceline. These co's think it is a badge of honor to have a high share price. Smarter co's like Coke, PG, CLX, LO, PM all know it is not. It is the path to a low valuation as humans perceive high price tags as expensive and unaffordable, even for stocks. Usually these co's enjoy a lower multiple for their hubris

  • Reply to

    The lower the price goes, ...

    by bull_headed_investor May 15, 2013 1:16 PM
    equityrich equityrich May 15, 2013 1:21 PM Flag

    Yes. Share bonuses they will indeed sell 100% of the moment they vest too! Nobody in apple management holds shares in the company. Most top execs have none to just a few hundred shares. All smart enough to stay out of their own stock and sell it all once they vest. Longs who don't believe me just look at insider trades here on yahoo

  • equityrich equityrich May 14, 2013 2:23 PM Flag

    CFO Oppenheimer is highest paid CFO in the world. Also one of the highest paid executives in the world. This is where your money is going. Pay the top brass huge at Apple. After all they are performing well right?

    1) Apple Maps debacle
    2) Stock debacle
    3) Mismanagement of their own narrative
    4) iMac delay during crucial holiday season
    5) supply constraints on ipad mini during holiday
    6) No large screen iphone STIL
    7) No retina mini still

  • equityrich equityrich Apr 29, 2013 4:09 PM Flag

    Kass is an #$%$

  • equityrich equityrich Apr 29, 2013 4:08 PM Flag

    Trump is right, for once. Apple needs a larger screen. My iPhone 5 screen size stinks next to my S3. iOS much better than android. I however would pay up early to replace my iPhone 5 with a larger screen especially a 5" retina phone

  • equityrich equityrich Apr 26, 2013 2:19 PM Flag

    I was being VERY generous :-) Most likely will be a buck or two.

  • They should do a massive secondary now to pay off debt and get enough cash to operate while the shares are still sky high even after the 8% drop today. This stock should drop at least another 75% or more from here. At best in 2015 they are going to have 4 bucks to 5 bucks EPS. Slap a 10 multiple on that and oyu got 40 bucks

  • To show how unprofitable amazon is take a look at the dividend yield if they paid out every penny of analysts estimates for 2014. 1.3%. Now since most co's payout 50% or less that would put amazon at .6%. Pretty lame.

    How long will the longs wait for a dividend as Bezos continues his cash burn while revenues will slow more than ever with sales tax headwind

  • What price is the 50 day at now? If it falls through will technical traders start selling heavy like they did apple? Where is the death cross? If it hits this it should do an apple-esque 50% plus fall

  • equityrich equityrich Apr 25, 2013 2:16 PM Flag

    about 2 hours away now. will we break 300 or 350?

  • Bezos can do no wrong. We can expect a big miss on top and bottom line. A large guide down as Amazon gets into some more money losing areas and hardware (set top box, phones). We shall all hope someday it all turns to a profit magically and for that it is time ladies and gentleman to run this stock up after hours 25%!

  • Reply to

    LOL Some fund tried to knock it down

    by equityrich Apr 25, 2013 9:44 AM
    equityrich equityrich Apr 25, 2013 12:58 PM Flag

    I'm not concerned at all. The stock has had a very big run up and is sitting around fair value right now plus or minus a bit. You could always see profit taking in a fast run like this but in the end Celgene will have the numbers in the near, mid and long term with its drug portfolio and pipeline.

    The management team as well as the R&D are top notch at Celgene. Even though I own it in the 60's I added a little bit today at 120. Not going to try and nail a short term bottom. The bigger risk over the next 3 to 5 years is not being in this stock. At 200 or 300 per share the difference in 100 or 120 is not material. It will beat the market barring some competitor discovering a better treatment that is either cheaper, more effective or fewer side effects. That is about all one needs to watch.

  • Reply to

    LOL Some fund tried to knock it down

    by equityrich Apr 25, 2013 9:44 AM
    equityrich equityrich Apr 25, 2013 9:58 AM Flag

    Most charts show volume by the minute or 5 minute intervals or you can check Level II which I also have.

    Looks like it was enough (for the moment) to kick some of the traders, algos, bots into gear and do a little more selling after all. Kudos to that fund.

    Now its in buy on rumor sell on the news. Selling on the good quarter and raise but this is about 90% algo/tech traders popping it around.

    I added to my position which I own around half the current price. Next few years look pretty good for Celgene. I won't sweat 5, 10 or 20 bucks on the share price. This stock is headed over 200 in next 1.5 to 3 years. Probably closer to the 1.5. That is about a 65% return over these periods. On an Annualized basis it should be a formidable market beater

  • Some fund manager tried to take it down with 100K shares. 118 and change he printed. now headed back up. 119 plus and seeking 121.

    Celgene had good quarter. Nice raise. Great outlook. Amazing pipeline. This is a 200 stock in 18 to 36 months. Nice return at either end

  • equityrich equityrich Apr 24, 2013 12:28 PM Flag

    Probably do not need 150 billion to innovate. Apple can innovate on much less. How much did it cost in total to innovate ipad AND iphone combined? Less than 20B in R&D total. Less than 10B perhaps. They made so much money they have the big problem of not being able to spend it all on acquisitions or on innovation. They can acquire and innovate and still have so much cash thrown off they just keep growing the cash pile.

    Good problem to have. People are confused with a stocks trading based on technicals and sentiment versus what a company may actually do in the future. Look at Netflix at 60 a couple months ago. Now well over 200. That was a round trip btw from 200 to 60 and over 200 again. Apple once dove from 200 plus to 80 and back to 700. Sentiment and technicals can push a stock everywhere. Too far down now but both these can take it further.

    Watch out once it changes though. Irrationality can come with speed on the upside as well

  • Reply to

    Tim Cook vs Other CEO's

    by equityrich Apr 24, 2013 12:11 PM
    equityrich equityrich Apr 24, 2013 12:25 PM Flag

    Yes but there is the exact reason why he does belong. He has earned nothing. Amazon founded over 15 years ago. Apple just made more than all 15 years combined of Amazon and Apple did it in ONE quarter. Now look at peoples belief in Bezos. He makes things happen. He invests in companies and technology. Think AWS or Zappos to name just two. Even with no money being made the company trades at a huge multiple for him.

    What do you think would happen to Amazon stock tomorrow and Apple if Bezos and Cook switched CEO roles with each other? I'll tell you. Apple to new highs. Amazon goes under 50/share.

  • Reply to

    What did GOOG innovate? What did AMZN innovate?

    by buylow40 Apr 24, 2013 12:07 PM
    equityrich equityrich Apr 24, 2013 12:12 PM Flag

    One word. Ratings.

    You watch it even though you don't like it. Multiply that out. Advertisers like eyeballs. If it bleeds it leads is the mantra of news

  • equityrich by equityrich Apr 24, 2013 12:11 PM Flag

    I posted this somewhere else and thought more people would appreciate it in its own thread here:

    Here is an experiment. Pick who does not fit into this list. Then think about why. Compare personality, vision, charisma, respect, credibility, etc

    Marissa Mayer
    Steve Jobs
    Elon Musk
    Jeff Bezos
    Marc Benioff
    Tim Cook
    Larry Ellison
    Sergey Brin
    Warren Buffett
    Mark Zuckerburg

GME
38.46Jun 18 4:01 PMEDT