Seeking Alpha

Bachar Samawi

 
View as an RSS Feed
View Bachar Samawi's Comments BY TICKER:
Latest  |  Highest rated
  • 4 Stocks Heavily Impacted By Short Interest Ratio [View article]
    Thank you for your comment mdxguy. In the case of RIMM, we got the data from nasd100.com , the ranking page: http://bit.ly/wSafg3 where you can find it ranked at number 17, and listed at 7.97%.

    We just double checked their data against your data, and your float matches Yahoo Finance, and your short interest matches NASDAQ.

    Hence, you are correct.
    Mar 3 02:59 AM | 1 Like Like |Link to Comment
  • 4 Stocks Heavily Impacted By Short Interest Ratio [View article]
    Thank you for your comment Camden. That is an interesting perspective. I believe it may hold true for stocks that are hated from a long term perspective, as opposed to a "short term bump"...
    Mar 3 02:50 AM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    There is no question fenglu07 that others have been/are/and will be interested in RIMM. That may be yet another reason why it makes sense for Apple to be the first mover, because as you stated, $3 billion is very cheap insurance for Apple to keep its other competitors at bay, and yet possibly generate good return

    It is much healthier for Apple, to make 100 percent plus return on 20 investments of $3 billion each, than to attempt to make a return on a single investment of $20-$30 billion, which at such scale, would be highly unlikely to yield similar returns...

    As for purchasing a telecom operator, it is an interesting idea, but perhaps Apple would risk upsetting its other telecom distributors....
    Mar 2 04:11 AM | Likes Like |Link to Comment
  • Is Netflix Headed For Another Pullback? [View article]
    You make very good points. Two additional considerations need to be made:
    a- The current short interest of about 21% of float as of 2/15/12 is providing some support for the stock
    b- There are some very large estimates of the ultimate size of the streaming market which are providing some support to those arguing for a higher P/E ratio

    Having said so, it will be a volatile stock....
    Mar 1 05:07 PM | 1 Like Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    You are right nbsharma, we all love our Apple products. However, although Apple may gain dominance for no fault of theirs other than making great products, the U.S. and European authorities typically don't like any market to be dominated by less than 3 to 5 players; they do not mind oligopolies, but they hate monopolies.

    Although Apple may never do anything wrong in gaining such dominance, but merely engage in producing great products, they would still come under tremendous scrutiny. Hence, a pre-emptive strike by Apple will go a long way in showing all that Apple is competition friendly, and even to a certain extent, supportive of such healthy competition....
    Mar 1 01:05 AM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    Indeed Cranium there are several advantages in RIMM. It may be true that RIMM will wait to their last breath before they agree to a buyout. That's why the suggested structure is not actually a buyout, as it would provide Apple with 30% only; it is a strategic partnership.

    We do not believe that there is anyone out there today, who would not want a fair strategic partnership with Apple, which would allow them to expand their customer base tremendously, and yet maintain control and expand their share price.
    Mar 1 12:00 AM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    You may be right MarkOlson. However, Apple has become massive, as a $500 billion company on its way to possibly $1 trillion. It is not easy to identify lucrative opportunities that would both provide good returns, and defuse any possible future antitrust issues. Timing is everything, and there seems to be a good opportunity at this time with RIMM....
    Feb 29 11:55 PM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    Indeed an outright purchase may be enticing Warren21. However, Apple needs to maximize returns on its cash, as hedge funds attempt to do. Hence, by investing $3 billion, and achieving over 100% return, and looking for similar other opportunities to invest, Apple's $100 billion in cash would ultimately be worth over $200 billion....
    Feb 29 11:52 PM | Likes Like |Link to Comment
  • Durable Goods Orders Drop: A Non-Event For Ford, GE, Intel And Boeing? [View article]
    There is no question that additional analysis can be done. However this is not a white paper, but merely an analysis of what a large drop in durable goods orders in the past meant, or did not mean, and how such four stocks behaved on a coincident, as well as lagging basis, knowing very well that there could be subtantial additional causalities...
    Feb 29 06:09 PM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    Some good points mb619. Please note that we don't necessarily believe that RIMM cannot make it on its own. However, we do believe that the structure provided, which in essence is a strategic partnership, will be beneficial to RIMM. Possibly more than if RIMM was to do it 100% on its own.

    There is definitely value in RIMM, its products, and its people. However, it is not about surviving for the next year or two. It is about surviving for the next decade or two, which in the technology industry is quite challenging. RIMM has had issues in execution and product launch, and who is to say such issues will not repeat in the next product cycles....
    Feb 29 04:16 PM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    It is possible they did not need it. However, Apple's share price at the time prior to the announcement was indicating otherwise....
    Feb 29 02:45 PM | Likes Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    Thank you for your comment Anupam Dokeniya. Indeed Blackberry has its fans, and many of its users love it. It is also important for RIMM to be able to monetize such user base for its investors, and the structure described is one suggestion in such regard, as I am certain there are others...
    Feb 29 02:06 PM | 1 Like Like |Link to Comment
  • Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
    Thank you for your thoughts Ralph MaNally. You have some good points. I would like to point out that the likelihood of Apple dropping on such news is highly unlikely, as such strategy has a very limited downside to Apple, as it would be an option for them to invest the $3billion, and not an obligation. They would only do so if indeed they see solid appreciation in RIMM....

    I guess you say Fruit Salad... I say $16 Billion in added value to all....
    Feb 29 12:55 PM | Likes Like |Link to Comment
  • Oil Price Spike May Not Justify Buying Big Oil Stocks [View article]
    Such hypothetical scenario would lead to higher prices. However,you are giving Iran too much credit about what it can do, and you are giving others too little credit for not knowing the reprecussions nor being prepared for the results.... Again, we heard all this too many times before, and remember that when the gulf war started, oil prices immediately moved lower....
    Feb 28 10:21 PM | Likes Like |Link to Comment
  • When Equities Outshine Gold [View article]
    From a longer time span perspective you are right. However, in August 2011, fear was at its local peak, and as demonstrated by the rally in gold and the selloff in equities, there was indeed a noticeable flight to "quality" taking place....
    Feb 27 06:30 PM | Likes Like |Link to Comment
COMMENTS STATS
435 Comments
614 Likes