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  • Apple $700: Don't Get Burned Again [View article]
    Again, irrelevant. Most of the companies in that 80% have very little profit margins, Apple on the other hand is banking huge
    Aug 20 03:31 AM | 1 Like Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    "in my experience", that is the problem. your experience is irrelevant, what matters is what happens in aggregate and that's what surveys capture.
    Aug 19 08:41 AM | 10 Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    Its not just the ecosystem, its the warranty, customer support, better usability (according to surveys) and superior hardware durability
    Aug 19 08:19 AM | 10 Likes Like |Link to Comment
  • Can A New CEO Save J.C. Penney? Only If He Raises Equity Capital [View article]
    You must have misunderstood me, I don't think an equity infusion will lead to short covering. If they were to raise equity the stock almost surely tanks
    Aug 13 04:46 PM | 1 Like Like |Link to Comment
  • Can A New CEO Save J.C. Penney? Only If He Raises Equity Capital [View article]
    Alan Questrom said today that JCP has to raise equity sooner rather than later. I agree
    Aug 13 04:45 PM | Likes Like |Link to Comment
  • Can A New CEO Save J.C. Penney? Only If He Raises Equity Capital [View article]
    You have to factor in that they usually have decent positive cash flows in Q4. Good point about the credit agreement limitations
    Aug 12 12:06 PM | 1 Like Like |Link to Comment
  • Apple Is Significantly Undervalued And Poised For A Bull Run [View article]
    The Shuffle didn't hurt it either, it actually helped them to introduce a lot of people to the Apple world
    Aug 2 07:11 AM | 1 Like Like |Link to Comment
  • Buffett-Style DCF Valuation Of U.S. Bancorp [View article]
    Its a typo, I meant undervalued
    Jul 30 02:29 PM | Likes Like |Link to Comment
  • Buffett-Style DCF Valuation Of U.S. Bancorp [View article]
    Yeah, because we know that this time is different equities will never correct ever again /sarcasm
    Jul 30 05:32 AM | Likes Like |Link to Comment
  • Buffett-Style DCF Valuation Of U.S. Bancorp [View article]
    Click the link then click the Download blue bar in the website
    Jul 30 05:31 AM | Likes Like |Link to Comment
  • Intel: Yes, It Will Take Over Tablets [View article]
    Ashraf,
    is R&D the largest barrier to entry and competitive advantage in the processor market?
    Jun 27 04:43 AM | Likes Like |Link to Comment
  • Cempra's Platform Potentially Worth Billions In Battling Superbugs And MRSA [View article]
    You should disclose if this "pick" was given to your "premium" subscribers before you posted this article. Judging by the price action yesterday and the day before it looks like it was. Its wrong not to disclose that so you can dump into naive SA buyers
    Jun 26 05:42 AM | Likes Like |Link to Comment
  • Why Samsung's Market Share Gain Does Not Concern Me As An Apple Shareholder [View article]
    Good point about the contracts. If people expect the high-end market to saturate its more likely Samsung will suffer more than Apple in my view.
    Jun 25 06:31 AM | Likes Like |Link to Comment
  • A Discounted Cash Flow Analysis Of Wal-Mart Stores Inc. [View article]
    Thanks for pointing out, I appreciate it
    Jun 22 06:02 PM | Likes Like |Link to Comment
  • A $234 Million Company Worth $0: Short Biozoom [View article]
    Hey Dennis,
    do you have the link for that?
    Jun 21 08:05 AM | Likes Like |Link to Comment
COMMENTS STATS
191 Comments
172 Likes