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Dell Computer Corporation (DELL) Message Board

lifesweetingreencountry 3 posts  |  Last Activity: Apr 23, 2015 6:08 PM Member since: Feb 16, 2004
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    MW Longs Out Of Touch. Market down 2%

    by indexplus2001 Apr 17, 2015 2:02 PM
    lifesweetingreencountry lifesweetingreencountry Apr 23, 2015 6:08 PM Flag

    Maybe. As George used to say when he fitted me many years ago, 'Johnny, we are just a little fat right now.'

    Eight years into FED policy (which has kept interest rates effectively zero) the expected return on stocks has changed. It used to be that a 15% return on stocks was good. Passbook paid 4%, mortgages 6%, etc. Stocks had higher risk and therefore paid more.

    Not today. Zero borrowing cost has ruined (or changed) the risk-reward equation. Now a 20X PE retailer seems reasonable. The market is still adjusting to thisidea.

    Erog MW stock price looks reasonable.

    Yes, it is overvalued. And it's price is unsustainable - except with hyperinflation. Ditto 'free' mortgage and car buy money and our painless national debt.

    The next crash? I don't know when.

    Shoot lawyers and politicians. They created this mess.

  • lifesweetingreencountry by lifesweetingreencountry Apr 8, 2015 1:14 PM Flag

    Anything is possible near term with a flier like NFLX. But in the longer term? Two observations:

    1. The company's strategy of using ORIGINAL CONTENT to differentiate its product has been a bust thus far.

    2. Whether due to cost control or more aggressive demands from content owners, the Netflix film library has degraded significantly over the past 24 months. They have lost hundreds of their best titles. Anyone using the service over the years will have noted this.

  • lifesweetingreencountry lifesweetingreencountry Apr 6, 2015 3:01 PM Flag

    you need to educate yourself on basics. mw and josb earned hard dollars - eps. they combined. the economics have not changed. those of us who played the merger/acquisition made fortunes.

    you whine - a small timer