Dick Kaplan - Comments

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A Magazine Picture Essay
3 years ago

None of these images are showing here on on your wensite directly.

2 Shipping Stocks To Buy, 2 To Avoid
3 years ago

I think this article is somewhat biased. They state that $CTRM being up almost 742.7% in revenue is worse than $CMRE's 49.1% growth during the same period because CTRM did it with 97% utilization of its ships. But they failed to note that CTRM has also acquired more ships with anticipated growth. 

The other main issue is the liabilities of CTRM going up because they secured a loan... that's a good thing but the writer doesn't see it that way.

Finally they harp on past trends as if it predicts future price. The author stated that CTRM exceeds its intrinsic value ignoring that its price is below its book value and also commenting on having a high P/S average since there are individuals holding at a higher share price when it was oversold. Some would see this rather as an opportunity understanding that if those holding have held this long, will wait for it to return to break even or profit from.

In this article: CMRE, SB, GOGL, CTRM
ZNGA Stock Forecast: Avoid Investing In Zynga, It Has More Downside Risks
3 years ago

You do not consider these facts about #Zynga ($ZNGA):
1. Chartboost was purchased to go in house with over 700 million active users. This will cut expenses and work in favor of IDFA.
2. #Apple ($AAPL) and #Google ($GOOGL) have been caught with their pants down on the 30% cut on the App Store. Big win for gaming. South Korea first.
3. The Merge category has experienced competition and therefore Zynga needs to be much more aggressive with MD and MM.
4. Gram Games is paid off. No more contingency payments.
5. Zynga’s forecast was $2.8 billion and moved to 2.9$ billion after the first quarter. We are now at $2.85 billion.
6. Small Giants last contingency is in January. 4 months away.
7. Zynga said the 3rd quarter would send headwinds on IDFA and by the 4th quarter Chartboost will be in place.
8. Star Wars Hunter will be the first console game with CSR2 to follow.
9. Cash flow is strong and we just purchased in China. Short term we have a hiccup.

Long term, I think this company has huge growth.

In this article: ZNGA
The Cost Of Running Corporate America
3 years ago

#Apple's operating margin is impressive. Mining operations have pretty good margins today at about 10%. Add in the exchange and that goes up pretty significantly.  $AAPL

In this article: WMT, AAPL, AMZN
Obscure Word Describes How America Feels
3 years ago

Good article, thank you for sharing.

Afghanistan And Globanomics
3 years ago
To be fair, Texan Hunter, Trump had said he planned to remove all US troops from Afghanistan as well.
As Inflation Soars, So Does The S&P 500 Intrinsic Value
3 years ago

The charts are a bit blurry.

AMC Foolishness Comes At A Dear Cost
3 years ago

Good read, thanks.

In this article: AMC
DSHUSD Elliott Wave Analysis - Looks To Slide Down
3 years ago

I think we are going to bounce between $160-$180 before we actually take off, I see this idea but we just came out of a wedge.

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