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Nike, Inc. Message Board

magicformulaman 2 posts  |  Last Activity: Oct 2, 2014 2:49 PM Member since: Feb 21, 2008
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  • Reply to

    Stock is an Opportunity Cost

    by hansy_burkhalter Sep 30, 2014 2:46 PM
    magicformulaman magicformulaman Oct 2, 2014 2:49 PM Flag

    who knows. it could be a short term opportunity cost. I cant say I want to bother arguing one way or another on that point.
    What I care about is long term margin of safety. At a price south of $10....I think its fair to say that this represents current investors with a long term horizon - margin of safety.

    This isnt a cigar butt....where your can look forward to declining future revenues till the stream goes away forever. This is an acquisition at a tiny multiple on earnings minus intrinsic value.

    Will it go down more ? No idea.

    Is it one of the cheapest stocks around (ie - stocks without dying business models).... and has a potential blockbuster with the helix product.

    Is management impressive ? This is my one concern.

  • Reply to

    Bashers.. SHOW Me the ALternatives to FnF

    by rak3269 Sep 18, 2014 9:26 PM
    magicformulaman magicformulaman Oct 1, 2014 9:23 PM Flag

    Not to mention the amount of technology that would need to be built out. There would be glitches and problems for years. Check out obama care. It would cost billions just to create new entities without problems. The entire market would shut down. The easiest, best, and constitutional answer is to simply let FNMA and FMCC continue to operate and take away the chains once repayment in full has occurred.
    Its really simple.

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