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Bill Maurer

 
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  • Microsoft: Further Upside May Be Limited [View article]
    Yes, I expect Microsoft to blow out estimates once they are lowered completely again by analysts.

    Estimates start out at base. Microsoft offers poor guidance. Estimates drop. Microsoft blows them out. Basically puts you back at square one.
    Oct 29 07:52 PM | 1 Like Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    But there is a lot of stuff on FB (and LinkedIn too, for example), that you can't access without a log-in. Twitter you can, meaning those non-users still can get to stuff, and thus they still have value.
    Oct 29 04:20 PM | Likes Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    Facebook was losing money at one point as well. Now it has a GAAP profit over $800 million a quarter. How much money was Apple making in 1985?
    Oct 29 01:01 PM | Likes Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    One important item to remember though is that a lot of people "use" Twitter but are not "users". I'm on Twitter several times a day for a lot of my sports information, but I'm not a registered user. There are millions of people who fit in this category.
    Oct 29 12:26 PM | Likes Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    If the market has another 10% pullback in the near-term, I agree that TWTR could see mid to upper $30s. But if we run to another new high, I don't see that much pressure on the name.
    Oct 29 10:01 AM | Likes Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    Still was decent growth, and if the monetization continues to improve, I think investors will eventually start to look at revenues and such more than they are now.
    Oct 29 10:00 AM | Likes Like |Link to Comment
  • Twitter: A Chance To Buy [View article]
    We don't have 100% comparable data since KING only went public this year - however, KING is expected to see a revenue and EPS decline next year. Right now, it looks like the street values KING more along the lines of GRPN than the names I discussed.
    Oct 29 09:59 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    I never said anything about blowing estimates out of the water.
    Oct 29 09:41 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    P/E based on current estimate for fiscal year earnings. Not trailing.
    Oct 29 08:52 AM | Likes Like |Link to Comment
  • Apple: Where Do We Go From Here? [View article]
    Only if the market cap is rising. If market cap is holding steady, buyback actually gets stronger over time because the EPS factor is boosted by the lower denominator of the share count.
    Oct 28 10:24 AM | 2 Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    I wouldn't call just under 68 million units in the fiscal year DYING, but go ahead, be that negative. The iPad itself does more revenues than thousands of companies out there.
    Oct 28 10:04 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    Yet, the company still sold more than 12.3 million of them in a "terrible" quarter.
    Oct 28 09:53 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    There still could be a write down if certain model(s) don't sell. Remember that when the original write-down occurred, the one model sold well but the other one did not.

    Plus, it's not hard to double sales when you are at that volume. Apple is still doing quite well with its Mac sales considering the Surface is supposed to be a Mac killer.
    Oct 28 09:49 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    Part of the reason the price is going up is because of dividends and buybacks.
    Oct 28 09:30 AM | Likes Like |Link to Comment
  • Microsoft: Further Upside May Be Limited [View article]
    Only issue I see is if the process continues. What if there is another large restructuring charge, or another write down on Surface or another acquisition.

    I don't see this with Apple, for example.
    Oct 28 09:30 AM | Likes Like |Link to Comment
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