Shorting Baidu Easier than Shooting Fish in a Barrel [View article]
(BIDU) was a great play on the long side before earnings for two major reasons: 1) stock has been supported by Goldman Sachs (GS) bullish view ahead of earnings 2) Most retail investors and traders were shorting the stock
If you want prove when you should had covered the stock to go long read our real time alerts in (BIDU) on StockTalk warning investors to close short positions at 277 and 269.5 several weeks ago. We recommended to sell long positions on (BIDU) at $257. Article to follow
Eminent economists Nouriel Roubini and Anna Schwartz square off on the NY Times' op-ed page over the reappointment of Fed chief Ben Bernanke. Schwartz contends Bernanke's over-accommodative policies will only increase the severity of the recession; Roubini says Bernanke's genius averted a second Great Depression. [View news story]
Barry Eichengreen Is Wrong: We Need to Pass a Bigger Stimulus [View article]
all we hear about these days is people asking for a second stimulus then they complain about stock market crashes. Those asking for second stimulus are similar to Greenspan, do you remember him? The Government has done what banks did in past and in the process offered you a candy
The Wall Street Journal reports that after an all-nighter, California lawmakers have approved a $24B plan to close the state's budget gap, including $16B in spending cuts and no new taxes. Gov. Arnold Schwarzenegger is expected to sign the bills by Monday. [View news story]
Please, who in their sound mind would lend money to California?
Thank you for your comments. In case you read the article it clearly says Apple (AAPL) has room to go up to the $166-172 level. The article also points out important issues where Apple (AAPL) can improve justifying a higher valuation. We did not recommend to sell short Apple (AAPL). The rationale behind our comments is the fact we do listen to consumers. Have you noticed the fact we are actually fans of Apple (AAPL) products mentioned on the article?
On Jul 24 02:29 PM KenC wrote:
> You said, "The iPod market is gone." but undermine yourself when > you say, "if you want an iPod, you buy an iPhone" Either way, you > buy an Apple product, how is that a reason to avoid Apple? > > You said, "The iPhone market is terrible: crowded, very intense competition, > profit margins squeezed. We do not believe Apple will be able to > sustain profit margins in some European countries for so long" and > you undermine that by saying, "we do not believe Apple's competitors > will improve for some years to come since companies such as Research > in Motion (seekingalpha.com/symbo...), Nokia (seekingalpha.com/symbo...) > or even HTC have done a lousy job of trying to follow up Apple". > So, while the market is crowded, you don't think Apple's competitors > will improve for years, so what is there to fear? > > As for profit margins, do you KNOW what margins Apple has on the > iPhone? Gross margins are about 70%! How are they going to be squeezed? > They have more room to adjust prices down than any of their competition! > Their competition will be bankrupt before Apple doesn't make a profit > on the iPhone. > > You said, "Mac sales: The company did actually very well in our opinion, > but again we consider the price of those great products very high > and there will be a profit margin squeeze going forward" Macs have > always been expensive. Why are they going to be squeezed now, after > so many decades? There's no rationale behind your suppositions.<br/> > > You said, "Probably the most important matter to be considered mid > to long term: we do not believe in companies without visionaries" > So, other than Apple, what companies are you invested in that have > comparable visionaries? Any? What do you know about Steve that we > don't know? > > Your four points are poorly supported, and in fact, have very little > basis in fact.
Friday Outlook: Commodities, Global Markets [View article]
it seems a lot of people have missed the point of trading which is to make money; as to invest as Warren Buffet says "do it in good companies with unique competitive advantages; do not borrow money and re invest profits" That's what we recommended to investors seekingalpha.com/artic...
(ISRG) today reached $218 near our upside $225 We do not mind you sell short the stock. Our subscribers already made 75 points on the long side. We do not know what are you trying to prove here. The stock market (investors) proved us right. The article is named hidden gem and it was proven to be correct otherwise you would have not seen the stock shooting 75 points, the market cap of 8 billion came out AFTER the event
On Jul 24 09:08 AM LoveShorting wrote:
> Thanks to all for thoughtful discussion. For me, the clear argument > is > capital constraints. And since it just bounced higher, I'll consider > doing what my name implies. I get some of my best short ideas from > articles with names like "hidden gems".
The U.K. economy shrank far more than expected in Q2, contracting 0.8% from the previous quarter and 5.6% annually, the largest decline since quarterly records began in 1955. This was the fifth consecutive quarter of GDP contraction in the U.K. [View news story]
We thank you for your comments. We do not make important trading decisions discussing "sex of angels" as it is the case with "ipod is gone or not gone". Stock market proved us right and our role was to inform investors to move capital into other stocks with more potential: ISRG was a great example. Thank you
On Jul 23 02:18 PM Doug, Mtn. View, CA wrote:
> To use April-June sales data to conclude the iPod is dead tells me > that Vieira has no idea what he's talking about. iPod's sales always > skyrocket during the Xmas selling season, and we're 180 degrees from > that time of earth's orbit. 10+ million iPod sales in the dead of > summer? Not bad! What makes more sense as a Christmas gift, a $100 > iPod or an iPhone with a $70/mo payment obligation (for two years, > no less)? Thanks for the valuable lesson: never employ the services > of Beyond Trading.
It is up 67 points since we recommended it. If it was not a hidden gem it would not be up 67 points. Buy low sell high; no one told you to buy here near $210. If you do not like it do not buy it. We recommend to invest in good companies with unique competitive advantages. ISRG is one of them.
On Jul 23 02:11 PM logicalthought wrote:
> lol... A hidden gem??? This company has a market cap of nearly $8 > billion and a quick look at Yahoo finance shows 14 analysts are covering > it. > > This is truly an insightful and brilliant column.
Shorting Baidu Easier than Shooting Fish in a Barrel [View article]
1) stock has been supported by Goldman Sachs (GS) bullish view ahead of earnings
2) Most retail investors and traders were shorting the stock
If you want prove when you should had covered the stock to go long read our real time alerts in (BIDU) on StockTalk warning investors to close short positions at 277 and 269.5 several weeks ago. We recommended to sell long positions on (BIDU) at $257. Article to follow
Barron's Jay Palmer makes the case for Plantronics (PLT), forecasting the company will play a major role in the future of office communications. [View news story]
Eminent economists Nouriel Roubini and Anna Schwartz square off on the NY Times' op-ed page over the reappointment of Fed chief Ben Bernanke. Schwartz contends Bernanke's over-accommodative policies will only increase the severity of the recession; Roubini says Bernanke's genius averted a second Great Depression. [View news story]
Barry Eichengreen Is Wrong: We Need to Pass a Bigger Stimulus [View article]
The Wall Street Journal reports that after an all-nighter, California lawmakers have approved a $24B plan to close the state's budget gap, including $16B in spending cuts and no new taxes. Gov. Arnold Schwarzenegger is expected to sign the bills by Monday. [View news story]
Four Reasons to Avoid Apple [View article]
Thank you for your comments. In case you read the article it clearly says Apple (AAPL) has room to go up to the $166-172 level. The article also points out important issues where Apple (AAPL) can improve justifying a higher valuation. We did not recommend to sell short Apple (AAPL). The rationale behind our comments is the fact we do listen to consumers. Have you noticed the fact we are actually fans of Apple (AAPL) products mentioned on the article?
On Jul 24 02:29 PM KenC wrote:
> You said, "The iPod market is gone." but undermine yourself when
> you say, "if you want an iPod, you buy an iPhone" Either way, you
> buy an Apple product, how is that a reason to avoid Apple?
>
> You said, "The iPhone market is terrible: crowded, very intense competition,
> profit margins squeezed. We do not believe Apple will be able to
> sustain profit margins in some European countries for so long" and
> you undermine that by saying, "we do not believe Apple's competitors
> will improve for some years to come since companies such as Research
> in Motion (seekingalpha.com/symbo...), Nokia (seekingalpha.com/symbo...)
> or even HTC have done a lousy job of trying to follow up Apple".
> So, while the market is crowded, you don't think Apple's competitors
> will improve for years, so what is there to fear?
>
> As for profit margins, do you KNOW what margins Apple has on the
> iPhone? Gross margins are about 70%! How are they going to be squeezed?
> They have more room to adjust prices down than any of their competition!
> Their competition will be bankrupt before Apple doesn't make a profit
> on the iPhone.
>
> You said, "Mac sales: The company did actually very well in our opinion,
> but again we consider the price of those great products very high
> and there will be a profit margin squeeze going forward" Macs have
> always been expensive. Why are they going to be squeezed now, after
> so many decades? There's no rationale behind your suppositions.<br/>
>
> You said, "Probably the most important matter to be considered mid
> to long term: we do not believe in companies without visionaries"
> So, other than Apple, what companies are you invested in that have
> comparable visionaries? Any? What do you know about Steve that we
> don't know?
>
> Your four points are poorly supported, and in fact, have very little
> basis in fact.
Absurd Inverse and Leveraged ETF Product Whining (Updated) [View article]
Friday Outlook: Commodities, Global Markets [View article]
Buffett: I'm keeping the Goldman Sachs (GS) warrants. (Aside from being $2B in the money, don't forget the $500M in annual dividends.) [View news story]
Intuitive Surgical: A Hidden Gem [View article]
Intuitive Surgical: A Hidden Gem [View article]
(ISRG) today reached $218 near our upside $225
We do not mind you sell short the stock. Our subscribers already made 75 points on the long side. We do not know what are you trying to prove here. The stock market (investors) proved us right. The article is named hidden gem and it was proven to be correct otherwise you would have not seen the stock shooting 75 points, the market cap of 8 billion came out AFTER the event
On Jul 24 09:08 AM LoveShorting wrote:
> Thanks to all for thoughtful discussion. For me, the clear argument
> is
> capital constraints. And since it just bounced higher, I'll consider
> doing what my name implies. I get some of my best short ideas from
> articles with names like "hidden gems".
The U.K. economy shrank far more than expected in Q2, contracting 0.8% from the previous quarter and 5.6% annually, the largest decline since quarterly records began in 1955. This was the fifth consecutive quarter of GDP contraction in the U.K. [View news story]
Warren Buffett on CNBC's Squawk Box at 8:30. Could be interesting. [View news story]
Four Reasons to Avoid Apple [View article]
We thank you for your comments. We do not make important trading decisions discussing "sex of angels" as it is the case with "ipod is gone or not gone". Stock market proved us right and our role was to inform investors to move capital into other stocks with more potential: ISRG was a great example. Thank you
On Jul 23 02:18 PM Doug, Mtn. View, CA wrote:
> To use April-June sales data to conclude the iPod is dead tells me
> that Vieira has no idea what he's talking about. iPod's sales always
> skyrocket during the Xmas selling season, and we're 180 degrees from
> that time of earth's orbit. 10+ million iPod sales in the dead of
> summer? Not bad! What makes more sense as a Christmas gift, a $100
> iPod or an iPhone with a $70/mo payment obligation (for two years,
> no less)? Thanks for the valuable lesson: never employ the services
> of Beyond Trading.
Intuitive Surgical: A Hidden Gem [View article]
It is up 67 points since we recommended it. If it was not a hidden gem it would not be up 67 points. Buy low sell high; no one told you to buy here near $210. If you do not like it do not buy it. We recommend to invest in good companies with unique competitive advantages. ISRG is one of them.
On Jul 23 02:11 PM logicalthought wrote:
> lol... A hidden gem??? This company has a market cap of nearly $8
> billion and a quick look at Yahoo finance shows 14 analysts are covering
> it.
>
> This is truly an insightful and brilliant column.