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September 2011

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QC codes and the Luddite (non)-Fallacy

September 29, 2011 – Comments (6)

I am invested in my own health, so I recently bought an elliptical trainer, a sort of gussied up cross-country-skiing-type machine.  Although I went out to research these in person at bricks and mortar stores, I am the kind of person who has no problem then going online and reaping the 40% discount, and so Amazon got a cut of my purchase.  [more]

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Dipping a toe in the water

September 20, 2011 – Comments (1) | RELATED TICKERS: INTC , UA , LULU

I had been overweight Intel since I mentioned it at 19 and change in this spot a few months ago.  Sporting a 4% dividend yield, a historically low cash-adjusted P/E of 8, a huge cash pile, no debt, and a capex figure that would run a small nation, I felt it was trading at least 15% below what anyone could conceive of as fair value even if it never grew earnings or revenue again (an outcome, incidentally, that I find unlikely.)  [more]

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Netflix Investors Are Worried About the Wrong Things

September 19, 2011 – Comments (3) | RELATED TICKERS: NFLX

I recently read JakilaTheHun's blog entry.  He called it "Netflix's Management Has Learned the Wrong Lesson."   [more]

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