Seeking Alpha

Darren Hart

View as an RSS Feed
View Darren Hart's Comments BY TICKER:
Latest  |  Highest rated
  • 5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
    Disney reported. The Wall Street Journal reported the following:

    Media Networks - +1.8% Operating Income, +6.7% Revenue
    Parks & Recreation - +4.3% Operating Income, +7.5% Revenue
    Consumer Products - +11% Operating Income, +6.9% Revenue.

    Robert Iger, Chariman, CEO, and President appeared to guide upward for Q2 FY2013 on CNBC.

    I am looking forward to Disney's earning conference call.

    4/5 Growth signals as set forth in this article appear to be present based on the earnings report.
    Feb 5 04:41 PM | 1 Like Like |Link to Comment
  • 5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
    I don't know that your strategy was not a good strategy. Hindsight, especially with the market, is less than fun at times. Walt Disney was a visionary and Roy Disney did well too. Do you remember Touchstone Pictures?

    I believe that Disney is poised for growth. I am and have been long on Disney.
    Feb 4 05:52 PM | Likes Like |Link to Comment
  • 5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
    I was referring to the stock value as now set. However, you provide a well written background from which to say with the historical stock splits that the Walt Disney Company has reached all time highs in stock value.

    I was stating, and please allow this comment to clarify. Although the Walt Disney Company may be reaching highs in its stock price, The Walt Disney Company is poised to grow. I believe to grow quite well.

    I have a long position in Disney. I applaud your longevity with Disney. An investor told me once, why bother really with the stock market, invest in Disney, I do.
    Feb 4 08:08 AM | Likes Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    I still like BlackBerry.

    As for near term catalysts, look to the sales figure from the U.K. but temper that figure with number of available units.

    Next steps for BlackBerry as I see it: 1.) Report sales 2.) Launch in Canada and U.A.E. 3.) Report sales worldwide 4.) Launch in the U.S. 5.) Report sales worldwide. At the same time, fix any issues regarding app availability, advertise, and ship units.

    I wrote and still believe that BlackBerry has a product that will sell.
    Jan 31 07:46 PM | 2 Likes Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    A pig is quite useful. I respectfully refer you to the following TED talk http://bit.ly/YlC9Zq
    Jan 31 12:09 PM | Likes Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    BlackBerry CEO Thorsten Heins made a very telling statement today, saying that he wanted BlackBerry 10 to be your mobile computing device.

    So measure for a smartphone is not being a telephone but being a mobile computer.
    Jan 30 08:24 PM | 1 Like Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    No clear and definite read on the BlackBerry 10 release, except the following:

    1.) Debut will be Canada, UK, and U.A.E. and then following as an import into the U.S. Might this roll out strategy be based on subsidy, i.e. sales in the U.S. would require a subsidy while outside the U.S. not so much? If so, well thought out, besides, from the perspective of this author, extra U.S. is BlackBerry's market.

    2.) RIM is now BlackBerry, makes sense, go where the name recognition is present.

    3.) Manufactured Enough Units for Launch according to Thorsten Heins CEO. BlackBerry in that simple statement has the potential to have a smooth market entry and launch when compared to Apple's iPhone 5.

    Blackberry stock prices are down, but that is today a "sell the news" day.
    Jan 30 03:11 PM | Likes Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    Tomorrow is the launch day for BB10. RIM is dependent upon a successful launch. I believe that RIM has a great opportunity to sell through, meaning to produce a good product and meet its demand.

    I believe that RIM had planned its debut of BB10 better than the Apple did its iPhone 5. I have published other articles about that release on Seeking Alpha.com highlighting problems in July 30 2012 and then a follow up article in January 2013.

    I believe that RIM will sell the BB10 and meet its demand in a manner that works for the market. I wrote this article because I liked the BB10 and felt a successful launch might just save RIM based on my research as you can read.

    As of tomorrow, we shall all see.
    Jan 29 05:41 PM | 1 Like Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Ok, I would recommend that you cite a bit and offer the above as an article - well written and thought out.

    "If Apple had build it, the consumers would have come." To paraphrase "A Field of Dreams," Apple would have sold more iPhone 5s if they had built the inventory to sell.

    I don't disagree with you. I wrote that Apple failed because it launched at a time that it knew or should have known that chips for its iPhone 5 would not be available.

    You have outlined very interesting possibilities and your logic seems pretty clear as to how you got there.

    An upgrade of the iPhone is likely. A lower priced entry point for iPhone for emerging markets is likely as well. Fingerprint scanner is really likely. As for implementation, I disagree but for different reasons.

    Apple made a corporate change when stating EPS but note that Celgene just recently guided its EPS in much the same way, i.e. a range. A range makes it very hard for a "beat" on EPS but also makes that final $.01 less likely to result in market swings on the stock.

    You appear to argue that Apple is going to innovate. Overall, I agree. Without innovation, Apple runs the risk of becoming moribund, stagnant.

    Again, you wrote a good comment and should post it as an article with a bit citation.
    Jan 27 09:22 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Now I would not mind reading a supplier contract for Applei after your posting. Good insight, but Apple has had this logistic conundrum for past product launches, what was the problem this time from your perspective?

    Samsung produced, apparently, the chips for the iPhone and iPad, at least in part. Apple states on the conference call that it suffered from supply constraints. As to the iPad mini, Oppenheimer mentioned weekly constraints.

    Considering what you said about supplier contracts with Apple as well as the patent litigation, would you not want to see that correspondence about supply, production, and meeting deadlines?
    Jan 26 02:27 AM | Likes Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    I think RIMM runs into resistance at about $18.43/share - my estimate and no quantitative analysis involved. I think people have seen it run on PR as well as interest in Lenovo. I think that this approximate level will provide resistance.

    I agree with you about the retail investors money for the large part.
    Jan 25 10:00 PM | 1 Like Like |Link to Comment
  • 10 Reasons The BlackBerry 10 May Save The Day For RIM [View article]
    No I missed it but you did not - good on you. Thank you for posting and that is quite impressive.
    Jan 25 10:28 AM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    You may be on point. However, the financial reports from the likes of Reuters.com say that it was disappointing iPhone sales. CEO Tim Cook said the same thing, supply constraint, because you can't sell units you don't have.

    You may right on point though, looking behind the curtain so to speak.
    Jan 24 10:56 PM | 1 Like Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    CEO Tim Cook talked about the iMac. I examined the iMac issue but really it was beyond the scope - apparently display problems. CEO Tim Cook felt strongly about it.

    However, if you notice my citation, Reuters.com reported that disappointing iPhone sales drove the AAPL down.
    Jan 24 12:06 PM | Likes Like |Link to Comment
  • Apple Disappointed In Part Due To Supply Constraints [View article]
    Isn;t the ramp-up to distribution for great demand simply a logistic problem or opportunity?

    I agree timing is the issue. Apple missed its timing and missed sales.
    Jan 24 12:00 PM | Likes Like |Link to Comment
COMMENTS STATS
122 Comments
60 Likes