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Esekla

 
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  • The Next MoMo Stock, Part 1: Understanding The Momentum Mechanism [View article]
    Sounds about right to me. For a long time I've seen the market as hierarchy of players rather than an level playing field.
    Oct 20 11:00 PM | Likes Like |Link to Comment
  • Update: Energy Recovery Earnings [View article]
    Good press in the Oil & Gas industry:

    http://bit.ly/ZLW2iy
    Oct 20 04:29 PM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Also, some of the links in the article are meant to show that higher market caps have occasionally been seen, but companies that achieve them tend to backslide very quickly in terms of stock price, even if they maintain execution. It's just very difficult for market dynamics to support that much concentration of capital.
    Oct 18 07:09 AM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    TechEnthusiast, I agree with about the media and clicks, but that's not all there is to it, and the judge in GT's bankruptcy case seems to agree, saying

    "I’m seeing what looks incredibly like a construction suit, where a homeowner says to the contractor, 'It didn't come out the way I wanted to,' and the contractor says, 'Well, it would have come out that way if you didn't continue to change the specifications.'"

    http://reut.rs/106rFUB

    GT's threats to sue Apple may or may not wind up having teeth, and Apple's earnings will probably overshadow the negative press surrounding the case, but it's not really public opinion that I'm considering here. Execution is important, and there's little doubt that Apple will sell plenty of its latest devices. That will last for a year, give or take several months. Since markets are forward-looking, that means the relevancy of iPhone6 sales to AAPL stock price probably expires very early in 2015. Suppliers will still remember what happens with GT long after the public is tired of reading about it, and Apple's ability to work with suppliers and innovate will be relevant for much longer than this quarter's numbers.
    Oct 18 07:04 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    There's never been a whole article devoted to that, which I think is appropriate, but there are numerous comments in my INVN articles. The Pro iPhone Teardown article, which is still public for a few days contains this quote: "In particular, Apple (NASDAQ:AAPL) is infamous for wrecking suppliers by negotiating low margins at high volume"

    Also see the last sentence of this article:

    http://seekingalpha.co...

    and the first paragraph of this one:

    http://seekingalpha.co...

    There's much more in comments, rather than the articles themselves, though:

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...

    and especially:

    http://seekingalpha.co...

    If you don't follow the comments of my articles, you'll be missing a lot.
    Oct 18 06:42 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I don't have a price target that would make me ready to short yet. Maybe I will after earnings on Monday. I wouldn't buy at current levels even though I expect positive earnings and some gain in stock price. The rationale there is that I seek AT LEAST 20% annualized after-tax gain, and that's much easier at the long-term capital gains tax rate that one gets for holding a stock for over a year. I can't see doing that with AAPL on the long side.

    Sorry if that's not helpful, but that's where I'm at.
    Oct 18 06:01 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I agree that a better dividend would be far more shareholder-friendly than more buybacks. The problem with that from management's perspective is that it doesn't help juice the quarterly numbers.
    Oct 18 05:48 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I guess you're talking about earnings. I think we all expect them to be good, but this article looks beyond the coming quarter and whatever will dominate discussion for a matter of days.
    Oct 17 10:41 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    You realize that you're talking about a "development" that happened long ago, right? I' think I said in the comments of my first ACTC article, before this whole thing was shelved, that platelets are useful, just not in the ways that were being said here. It's hard to come up with a good reason why ACT is publishing this now, or why we're discussing the science again.
    Oct 17 10:39 PM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Apple Pay launches on Monday. It'll be interesting to hear first use stories.

    On Tuesday, the GT case should resume. That's been pretty bad press for Apple so far.
    Oct 17 03:26 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    I doubt anyone would be very likely to be mislead by such statements, but:

    1. Platelets are part of blood, but hardly the same thing. Even if that program was more than research, it would not replace donors.

    2. Other research (there are no other therapies in the ACT pipeline besides they various eye programs) does no become more viable just because the company demonstrates safety in Phase 1 and takes on the added cost of moving into Phase 2.
    Oct 17 02:24 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    The links are right in the comment, so yes that. and no, none of what you ask about. Nor is it anything new, so far as I can see. Get some sleep.
    Oct 17 12:56 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    I'll continue to be interested in the science, and I will probably just comment on new developments here from time to time. I doubt there will be reason for an investment-worthy article any time in the near future.
    Oct 17 12:11 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    ACT has published http://bit.ly/1rH90Eh a new paper
    http://bit.ly/1yJRxDU which, AFAICT, pretty much documents what they were already doing. My Doorstep article documents how the ACT program that was meant to use this was officially shelved due to lack of funding:

    http://seekingalpha.co...

    One has to wonder if that's the point in publishing here. If anyone sees anything in this paper that's actually new, please speak up. The journal its published in doesn't have any impact factor or reputation to speak of, but it's new.
    Oct 17 09:27 AM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Well, I'll say that Maxim is a moderately respected sell-side analyst house. Where I come from (in-house, buy-side) that's kind of like saying, "not the shortest dwarf", but it would be easy to name many worse (The Street etc.). It's hardly going to change my position, but I hope they're right and I'm wrong. AFAIK, ACT is doing good work and it would be nice to see that flow through to investors for a change. I won't lose a second of sleep over the lost opportunity, either. I miss opportunities every day, and I've learned how much more important it is to avoid getting hurt.
    Oct 17 12:17 AM | Likes Like |Link to Comment
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