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Bill Maurer

 
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  • BlackBerry Estimates Decline As Earnings Approach [View article]
    Q3 revenue estimate ticks down slightly this morning.
    Dec 18, 2014. 09:06 AM | Likes Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    Most of that cash is offshore though, which does hurt.
    Dec 16, 2014. 09:33 PM | 1 Like Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    If Apple goes down 40% or 50% in a year, the market is in trouble and we're probably in a huge depression.
    Dec 15, 2014. 07:35 PM | 7 Likes Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    And what about the other names? They aren't exactly growing tremendously in future quarters. Like I said above, even a 12 P/E on $75 billion in profits is a $900 billion market cap. With the reduction in the share count, that's a lot of room for the stock to go higher.
    Dec 15, 2014. 09:44 AM | 14 Likes Like |Link to Comment
  • Apple: A Pullback To Strongly Consider [View article]
    Not necessarily, but even a 12 P/E at $75 billion gives us a $900 billion market cap.
    Dec 15, 2014. 08:47 AM | 8 Likes Like |Link to Comment
  • PepsiCo looms large in SodaStream rally [View news story]
    How often does SODA spike on takeover chatter? It's getting ridiculous at this point.
    Dec 11, 2014. 01:52 PM | 2 Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    I will certainly keep them coming.
    Dec 11, 2014. 01:41 PM | Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    In the original version of this article, before I had to add a bit more to it, I was going to say that the stock was sandwiched between the mean and median price targets on the street. But it broke above that this morning.
    Dec 11, 2014. 01:41 PM | Likes Like |Link to Comment
  • Alibaba: Where Things Stand Now [View article]
    BABA's GAAP profit margin was 18% in the latest quarter, with non-GAAP at 40%.
    Dec 11, 2014. 10:37 AM | Likes Like |Link to Comment
  • Is Keurig Green Mountain Failing Its Investors? [View article]
    And we are talking about failing investors in the short-term and going forward. Has nothing to do with the past.
    Dec 10, 2014. 08:19 PM | Likes Like |Link to Comment
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone? [View article]
    ASP last year was $440. Even if you assume 22 million at say $475 (which might be a stretch), it is still a billion dollar revenue hit.
    Dec 10, 2014. 08:06 PM | 1 Like Like |Link to Comment
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone? [View article]
    I doubt the iPad is blowing it out, when compared to 26 million plus units in last year's quarter.
    Dec 10, 2014. 05:46 PM | 1 Like Like |Link to Comment
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone? [View article]
    I think some of the quarter is already priced in, as we've seen a huge run up in recent months already.
    Dec 10, 2014. 12:16 PM | 1 Like Like |Link to Comment
  • Amazon Willing To Do Almost Anything, Except Profit? [View article]
    But liabilities are coming off a lower base. The percentage increase in liabilities is higher than the percentage increase in assets.

    I know this for a fact, because as I've shown in my AMZN articles over the last few years, the debt (liabilities to assets) ratio has risen every quarter when you look at the year over year numbers. That only happens when liabilities increase faster than assets.
    Dec 10, 2014. 10:13 AM | 2 Likes Like |Link to Comment
  • Amazon Willing To Do Almost Anything, Except Profit? [View article]
    Liabilities are growing faster than the assets though.
    Dec 10, 2014. 09:35 AM | 2 Likes Like |Link to Comment
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