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Arsene Lupin

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  • Picks & Pans From The 2012 Ira Sohn Conference [View article]
    .. and he did http://read.bi/K2NRDg
    May 20 11:39 AM | 0 Likes Like |Link to Comment
  • Picks & Pans From The 2012 Ira Sohn Conference [View article]
    and they will speak again in a year .. at $1000 .. or at $350
    May 20 11:27 AM | 0 Likes Like |Link to Comment
  • Picks & Pans From The 2012 Ira Sohn Conference [View article]
    Apple's a great company facing the law of large numbers. Aswath Damodaran, an expert on valuation and Apple shareholder for 15 years, provides this insight - http://bit.ly/JfzsVh
    May 19 10:33 PM | 0 Likes Like |Link to Comment
  • Buy In May And Go Away? 2 Perspectives [View article]
    I believe ABT is only on the Credit Suisse list. But to your point (and having owned ABT in the past) - it does seem richly valued given the various possible futures. However, its 3 and 6 month charts look technically strong, and in this choppy market Pharma is likely to see rotation in, not out IMO. That said, if I had to pick a Pharma for my portfolio, it would be PFE or a 'special situation' such as Sanofi.
    May 9 11:30 AM | 1 Like Like |Link to Comment
  • Buying Metals? Or Are You Just Buying China? [View article]
    thanks. i sent out the correction a few minutes ago, but you beat the SA editors to the punch. however, i would differ from your statement that greenspan is not pumping things up anymore! -- http://bloom.bg/KFVdxC
    May 6 04:12 PM | 1 Like Like |Link to Comment
  • Revisiting The JDS Uniphase Bull Case [View article]
    so here's the re-revisit. there are near-term headwinds, not so much company specific as the combination of decreased carrier spend (despite tapped out networks), the typical summer tech doldrums & the possibility that the 'recovery' of the last 4 months is a head fake in a recession.

    for the 3-4 month timeframe given carrier spend trends, no catalysts for optical in general. that said, i don't think JDSU has serious company specific problems, and my position on JDSU on a 9-12 month is optimistic.
    May 3 11:57 AM | 0 Likes Like |Link to Comment
  • 5 Networking Stocks: What's Hot And What's Not [View article]
    Brad, Appreciate the interesting statistics and the link. best | Arsene
    Apr 30 10:44 AM | 0 Likes Like |Link to Comment
  • 5 Reasons To Hang Up On Software Outsourcers [View article]
    It doesn't. Even allowing for currency depreciation, the real $ cost of outsourcing has risen in the last few years
    Apr 25 06:53 PM | 0 Likes Like |Link to Comment
  • 5 Reasons To Hang Up On Software Outsourcers [View article]
    the Foxconn point isn't related to what Foxconn does. It relates to the point that outsourcers might engage in labor HR practices that are acceptable within the country they operate in, but are not acceptable in the US and will create a backlash and net negative business value for their US client. See the link that is in that point for a different examples around violating US visa policy.

    The only sustainable business advantage that outsourcers have is cost. While Cognizant may have Telco expertise (thus the stock is healthier than others like Infy) as a temporary differentiating checkbox, this advantage isn't sustainable against folk like IBM who have formidable technical skills across product, technologies (Java|Linux|Cloud| .. you name it) *and* scalable services. The equilibrium state of an outsourcer who does not have proprietary products is to be a low margin, commodity business
    Apr 22 08:05 PM | 1 Like Like |Link to Comment
  • 5 Reasons To Hang Up On Software Outsourcers [View article]
    Inflationary policies by the Indian Government. Serious talent shortage in India. Rising competition from Brazil (as good and closer), China and even Canada (which is more expensive, but also closer, and very good talent). So, not a case of near-term oblivion, however no catalyst for increasing earnings and therefore increasing stock prices. Several possible scenarios for the reverse (lower earnings, lower but not zero stock prices).
    Apr 22 05:18 PM | 0 Likes Like |Link to Comment
  • Risk Will Not Equate To Reward For The Near Future [View article]
    Yes, the cautious wont feel left out of a wild party (the way they did thru March)
    Apr 14 10:08 AM | 0 Likes Like |Link to Comment
  • 2 Stocks For Playing 'Peak Water' [View article]
    VE's problem was overdiversification because of the previous CEO's appetite for glory. The new gent is trying to get them back to their knitting
    Apr 2 10:46 PM | 1 Like Like |Link to Comment
  • Revisiting The JDS Uniphase Bull Case [View article]
    happy, happy all the way round. can it be? at these low valuations, possibly so .. http://bit.ly/HhRUt5
    Mar 27 05:02 PM | 0 Likes Like |Link to Comment
  • 5 Reasons To Warm Up To Microsoft [View article]
    if you have RealMoney subscription, go read Tero Kuittinen's comments about Nokia pre-2007 (http://bit.ly/GRMIet). Tero was a 'Nokia Evangelist' who could see no wrong in all things Nokia. Now think about the following - a) how much Nokia then sounds like Apple now (fabulous company, fabulous execution, fabulous profits), b) how clever and self assured those words sounded, and c) what happened to Nokia since then (fabulous company, fabulous execution, fabulous profits, .. um .. new product categories).

    the point isn't whether a company is fabulous as much as the built-in risk in buying the stock at a particular market cap

    p.s: And it's not that i'm unfamiliar with Apple products. this blog is written on a MacBook Pro, and read on an ipad 2 or ipad on a continual basis.
    Mar 26 05:09 PM | 0 Likes Like |Link to Comment
  • 5 Reasons To Warm Up To Microsoft [View article]
    if you were to pick a device player to pair with a MSFT trade, I do prefer Nokia to Dell - http://seekingalpha.co...
    Mar 26 12:25 PM | 0 Likes Like |Link to Comment
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82 Comments
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