ikkyu2

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ikkyu2 commented on jerryguru69's blog post. 12:12 PM

Why There Are No Jobs

My small business' healthcare costs went up 50% this year.  The plan is as similar to last year as my insurance agent could make it; deductibles are 50% higher and out-of-pocket maximums have increased across the board.

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ikkyu2 commented on TMFPostOfTheDay's blog post. 12:01 PM

"Buy American" Increasingly Difficult

I often think of the crisis in US healthcare as I run clients through my small office.

If my clients came to me on a barter basis - chickens for checkups - I'd be sunk.  Most of them do nothing, produce

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ikkyu2 commented on ikkyu2's blog post. 1:46 PM

SIRI's metrics

Well, I've missed a two bagger on this.  So much for fundamentals.

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ikkyu2 commented on bbmaven's blog post. 8:15 PM

The Purpose of CAPS

Application of two-valued Aristotelian logic to questions that aren't appropriately answered by it is a common failure that denotes a fairly mediocre mind.

CAPS also does some other things.  It puts ad

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ikkyu2 commented on TMFHelical's blog post. 2:31 AM

Helical Portfolio Doubles!

Can you explain Medtronic's capital structure?

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ikkyu2 commented on ElCid16's blog post. 12:18 PM

Stocks that make progress

Let me give an example, by the way, of the way I look at a company.  

I recently trashed FB in a blog post because I think it's a crappy company.  Its valuation places it above some of the best

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ikkyu2 commented on ElCid16's blog post. 12:13 PM

Stocks that make progress

Dividends are not terrible, but to me they are a sign that the company has run out of places to invest its retained earnings, and I do not regard that as a positive.  I have no particular desire to receive a dividend.  If

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ikkyu2 commented on camarodan64's blog post. 3:36 PM

Buy in Apple now for the smart watch announcement.

I doubt Apple will release a product that is intended to diagnose, prevent, treat or cure any disease.

If they were planning to, their application for FDA review would have been public record.  

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ikkyu2 commented on ikkyu2's blog post. 3:33 PM

Long dated options after acquisition/bankruptcy?

When you assume, Valyu, you make an ass out of u and me!

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ikkyu2 commented on ikkyu2's blog post. 11:24 PM

Long dated options after acquisition/bankruptcy?

Thanks somrh.  You make it sound like it's different in each situation.  I appreciate the input.

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ikkyu2 commented on ikkyu2's blog post. 1:35 PM

Long dated options after acquisition/bankruptcy?

By the way, I gotta apologize for an error in my last blog entry.  Both the stock screeners I looked at reported wrong market caps for Berkshire Hathaway.  Not sure why, but I think they were reporting capitalization for A

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ikkyu2 commented on ikkyu2's blog post. 12:09 PM

Fair trade?

Huh, my stock screeners are leading me astray.  Wasn't a joke; Fool's stock screener reported BRK's market cap as $131B, so did Fidelity's.  I wonder if maybe they were reporting the two different share classes

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ikkyu2 commented on portefeuille's blog post. 1:26 PM

how the zzporte collaboration started

I definitely find that my extensive knowledge of biotech and medicine is not helpful in predicting the next FDA approval or big small-cap biotech stock move.  I think it may actually be a hindrance, in fact.

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ikkyu2 commented on ChartArtist's blog post. 12:41 AM

Is Berkshire Too Big To Fail?

Berkshire is a great company.  Check out its market cap.  It is almost as great as Facebook.  And that's saying something.

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ikkyu2 commented on TheBarnacle's blog post. 10:12 PM

Ma Bell Looks Good

I don't necessarily know that trading at the same levels as it was in early 2011 is a great pitch to buy the stock, especially after the buyback.  It actually was 29 and had a dividend over 6% when I bought it - in early 2011 -

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ikkyu2 commented on Lordrobot's blog post. 6:12 PM

Shock data: "Hey Joe, how's your wife and my kids?"

The first Daimler-Mercedes-Benz motor vehicle was produced in the 19th century; so was the first Cadillac.  You could argue that both of these companies were reorganized, the first in 1946, the second in 2007; but they still

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