Seeking Alpha

Abu Bakr Hussain

View as an RSS Feed
View Abu Bakr Hussain's Comments BY TICKER:
Latest  |  Highest rated
  • Midday top 10 gainers: GENT +52%. USU +41%. INPH +40%. PBIB +31%. MKTY.PK +29%. ETRM +21%. CREG +18%. ZHNE +17%. BCOV +17%. URRE +15%.
    Midday top 10 Losers: HTCH -30%. EXPE -25%. SWI -22%. HXM -20%. IPCI -20%. COBR -19%. TSYS -18%. GAI -17%. AIMC -17%. ZNGA -16%[View news story]
    ..one day, a stock I own will be in that top 10..
    one day...
    Jul 26 04:55 PM | Likes Like |Link to Comment
  • The latest round of job cuts at BlackBerry (BBRY +0.3%) has 250 let go at the company's Waterloo, Ontario HQ. The company axed thousands last year and at most recent count had 12.7K full-time employees. Those being laid off in this round are part of the new product testing unit, maybe another sign the Playbook is to be phased out. [View news story]
    Erm..for future products?
    Jul 25 12:07 PM | 1 Like Like |Link to Comment
  • It "just isn't true" that teens are leaving Facebook (FB), says Mark Zuckerberg during the Q2 call, citing company data and countering reports of teen fatigue. He adds "people on average are spending more time on Facebook than ever before," and that the company's main ad priority is to grow its advertiser count, rather than its ad count.  Gaming revenue was up an adjusted 11% Y/Y (good for ZNGA ... if it can halt share losses). Though capex fell in Q2, it's expected to grow 50% Y/Y in 2013. Time spent on Facebook averaged 20B/day in June, or 17 minutes/MAU. Ad prices +13% Y/Y, and spending by e-commerce firms rose significantly. Zuck again suggests Facebook is in no rush to monetize Instagram. FB +16.9% AH. (Q2: I, II) (live blogs: I, II[View news story]
    Kyle - the facebook DAUs/MAUs - something is definitely off about them.
    What I don't understand is why did the SP jump today? It already has a frothy valuation, if its all about the SP "growing into" its valuation, by moving away from its EPS, it really doesn't help.
    Well at least FB is only around 7-8 times over-valued as of today (based on P/E). Who knows, maybe this time next quarter it will be worth 6-7 times of its valuation.
    Jul 25 12:04 PM | Likes Like |Link to Comment
  • It "just isn't true" that teens are leaving Facebook (FB), says Mark Zuckerberg during the Q2 call, citing company data and countering reports of teen fatigue. He adds "people on average are spending more time on Facebook than ever before," and that the company's main ad priority is to grow its advertiser count, rather than its ad count.  Gaming revenue was up an adjusted 11% Y/Y (good for ZNGA ... if it can halt share losses). Though capex fell in Q2, it's expected to grow 50% Y/Y in 2013. Time spent on Facebook averaged 20B/day in June, or 17 minutes/MAU. Ad prices +13% Y/Y, and spending by e-commerce firms rose significantly. Zuck again suggests Facebook is in no rush to monetize Instagram. FB +16.9% AH. (Q2: I, II) (live blogs: I, II[View news story]
    ..and what percentage of facebook profiles are fake or duplicates? Do we have "precise and very accurate" figures for those yet?
    Jul 25 07:36 AM | 1 Like Like |Link to Comment
  • Graham (GHM): Q2 EPS of $0.38 beats by $0.17. Revenue of $28.3M beats by $1.27M. (PR[View news story]
    Thomas Lewis called it:
    http://seekingalpha.co...
    Jul 25 07:29 AM | Likes Like |Link to Comment
  • Apple Inc.'s Long-Term P/E Ratio [View article]
    We're doing something wrong Jacob.
    Next article, i'm just going to have a massive picture of a Lumia and write:
    "I like phone. You like phone? Long NOK"
    Should be good for 3,000 pvs
    Jul 24 07:28 PM | 7 Likes Like |Link to Comment
  • Apple Inc.'s Long-Term P/E Ratio [View article]
    That a 177 word article is enough to get published.
    Jul 24 05:02 PM | 3 Likes Like |Link to Comment
  • What Can You Learn From Acadia Pharmaceuticals' Exceptional Year? [View article]
    Brian - Thanks for a very informative article - I have just started reading about biotech stocks on SA so please forgive my ignorance for a couple of questions (which anyone is welcome to answer)
    1. I always thought there was no "cure" for cancer and radiation therapy was the best way we had to fight it. Does this drug genuinely have the potential to destroy cancerous cells? (are there other drugs out there like this, already on the market?)

    2. If ICT-107 is so amazing, why hasn't a big pharmaceutical company already bought it? In the tech world, promising companies get snapped up fast. Why hasn't this already happened here?
    Jul 24 04:59 PM | 1 Like Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    Splucky - L625 will be EUR 220 - so it won't compete with the L920 at all. Regarding the L620/L625, there is a significant difference in screen size between the two. I doubt they'll cannibalise each others shares but give customers more options.
    Regarding your final point - we definitely won't see that. With new high range lumias in stock, net sales will definitely be up. I don't know if net sales % will be up by more than volume% though (too early to tell).
    Jul 24 01:06 PM | 1 Like Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    a 620 MAX might have done the trick. I take your point. I actually experienced this problem myself in the early 2000s when I had no idea which Nokia phone was which. Like Leon said, when Nokia takes two steps forwards it takes one step back. This is definitely 2 steps forward.
    I wasn't attacking BBRY out of pure schadenfreude but to point out how things could have gone. Imagine, in an alternate world, NOK had released just 2-3 Windows phones since November, the L920/820 and another. It would have been dead in the water now.
    The fling it and see market approach is actually one of my favourite strategies. no matter how much Nokia stumbles, the more products it releases, the more likely it is to have an un-expectedly succesful product.
    Take the Galaxy Note, it was released with little fanfare and became one of Samsung's biggest products.
    The L520 does likewise for Nokia. As long as Nokia keeps on releasing new products, it will find new products that gel with customers. Less successful ones can be retired, and the most popular can receive well thought out updates.
    Jul 23 11:01 PM | 5 Likes Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    Leon & Seppo - Apple did pretty well yes. LT i don't see it as anything other than a very slow moving yoyo stock for a long time to come. To go up 50 bucks means a share price increase of $50bn, or 3.5 Nokias. That kind of movement is hard to make
    - Insights - Apple is unassailable for Nokia right now. If it keeps on getting feature phone and android conversions, it will do just fine.. but very, very few people will be leaving the land of Apple for the tiled pastures of WP8.
    Jul 23 10:29 PM | 2 Likes Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    You might well be write Leon - It would certainly explain this.
    http://bit.ly/11cNv5C
    maybe I'm wrong, but I don't think that is the L1020.. I thought it might have been the L625.. but it definitely isn't that.. which means it's something else...
    Jul 23 10:17 PM | Likes Like |Link to Comment
  • Quo Vadis, Nokia? [View article]
    To be fair, I do view Andreas' points as if he is just playing devil's advocate. Nevertheless, he does make excellent points which actually require intellectual consideration to be defeated. We cannot say the same for the other bears we've had writing about NOK for a very long time.
    Jul 23 10:01 PM | 6 Likes Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    Tony - there will be a premium phablet from Lumia within a year - but yes, you will have to lose the google services. ofc it cuts both ways. I didn't even know about Nokia music before I got my L920, now its my most used app on my phone.. shows how sticky all companies want to make their ecosystems.
    Jul 23 09:57 PM | 1 Like Like |Link to Comment
  • Nokia Goes Big With The Lumia 625 [View article]
    Thank you DWD and everyone!
    Jul 23 09:09 PM | Likes Like |Link to Comment
COMMENTS STATS
595 Comments
1,363 Likes