Gonzalo

Apple's Next Releases Need to Live Up to Expectations

I know why some of you didn't get the idea. The title was totally different, but the editors changed it:
APPLE’S NEXT RELEASES: COULD BE VERY HARMFUL
My idea was that the expectations could hurt the releases of Apple. And expectations do matter, the value of a company is the expected cash flows of the following years discounted by the cost of capital. And the expected cash flows depends on the expected products of the company. That's what I was talking about

Apple's Next Releases Need to Live Up to Expectations

good comment, you know a lot


On May 24 01:27 AM Camden wrote:

> I'm not sure about Apple, but I'm convinced Seeking Alpha is not
> living up to expectations with this post.

Apple's Next Releases Need to Live Up to Expectations

And just for you to know, the original was "In my first post, I stated that I was convinced at Apple’s capabilities for continue growing without Steve Jobs presence." so the spelling error was not mine.

On May 23 07:34 PM Uruz1 wrote:

> I hate to come off as a snob, but I can't make it past the first
> sentence with all the mistakes in it. Here's what I saw when I got
> to this page:
>
> "In my first post, I stated that I was convinced aout bApple’s (seekingalpha.com/symbo...)
> capabilities for continued growth without Steve Jobs presence."<br/>
>
> Here's how it SHOULD read:
>
> "In my first post, I stated that I was convinced about Apple’s (seekingalpha.com/symbo...)
> capabilities for continued growth without Steve Jobs' presence."
>
>
> A spelling error AND a grammatical error in the opening sentence
> of an article is never a good sign. How does something like this
> get linked to Yahoo! Financial News?

Apple's Next Releases Need to Live Up to Expectations

It is my opinion and I post wherever I want. I think Apple's expectations are influencing the price of the stock (today was upgraded by an MS analyst to $180) and I think there is no reason to be up 50% in two month. That is what the article tries to deal with.
When to talk about REAL financial news, you want only articles written by experts who lost 40% 50% in their portfolios? If you don't like it don't read it, there are plenty of thing to do.


On May 23 07:14 PM Don Bowey wrote:

> Apple's next product, and all that follow, must only live up to Apple's
> expectations. We can only hope we like what they do.
>
> Trying to live up the wants posted in everyone's blog, and "analyst's"
> news, is ridiculous. They feed on each other's fantasies, beyond
> all reason.
>
> This is fine for a newsgroup discussion, but this was posted to a
> REAL financial news, group.

Apple's Next Releases Need to Live Up to Expectations

I'm sorry for that. I never meant to appear in Yahoo Finance News.


On May 23 07:34 PM Uruz1 wrote:

> I hate to come off as a snob, but I can't make it past the first
> sentence with all the mistakes in it. Here's what I saw when I got
> to this page:
>
> "In my first post, I stated that I was convinced aout bApple’s (seekingalpha.com/symbo...)
> capabilities for continued growth without Steve Jobs presence."<br/>
>
> Here's how it SHOULD read:
>
> "In my first post, I stated that I was convinced about Apple’s (seekingalpha.com/symbo...)
> capabilities for continued growth without Steve Jobs' presence."
>
>
> A spelling error AND a grammatical error in the opening sentence
> of an article is never a good sign. How does something like this
> get linked to Yahoo! Financial News?

Apple's Next Releases Need to Live Up to Expectations

I don't disagree with you. I have an iPhone and I love it. I was just trying to argue about how expectations are affecting Apple stock price. I know Apple is an innovation leader, but all these rumours are not helping Apple.


On May 25 01:42 AM Aussie Machead wrote:

> How many other Smartphone makers took developers on side in such
> a public way as Apple did with the early announcement of OS 3.0.
> Apple deserves its ever growing band of developers many of whom just
> enjoy the fun of it all just like the users. That is the whole thing
> about Apple - their products are totally enjoyable and have such
> a low frustration component. Can you say the say for Microsoft and
> those phones which need triple key presses to do an SMS and lurk
> in the bottom of handbags for days..

Meat: A Tasty Investment Opportunity

Hello Daigo, thank you very much for making a comment in the post. I'm glad you have the same idea and thank you very much for the links, very interesting. About the ways to invest, I just numbered some to have options in going long in this idea. I agree
it's very important to understand how the future trading works before buying commodity ETF but for those who are not willing to get into firm risk, it's an available way to invest.
Thanks again for your comment


On Apr 30 08:12 PM Daigo wrote:

> Hello Gonzalo,
>
> I was very delighted to find your article because I had the same
> idea, and collected the following resources in March, and I bought
> COW at the end of March which I thought it's going to be close to
> the bottom. My focus is long term investment and the current slump
> in the ETF is just like being given another opportunity to buy in
> cheap. Of course, the volume for the COW ETF is very low and investors
> must use precaution. I also think it's very important to understand
> how the future trading works before buying commodity ETF.
>
> Enough said, please enjoy these links.
>
> Regards,
> Daigo Tanaka
>
>
> Basic idea:
> online.wsj.com/article...
> www.cattlenetwork.com/...
>
> What is the cost for farmers? (a bit old but good article)
> ag.arizona.edu/arec/we...
>
> No bubble in meat, yet the current price is multi-year low:
> www.cattlenetwork.com/...
>
> www.fao.org/worldfoods.../
> www.cattlenetwork.com/...
>
>
> Lessons from mad cow disease. 20000 cows slaughtered from 1985 to
> 1990, and 10~20% decrease in the beef price.
> http://msu.edu/~corcora5/food/vegan/...
>
> BUT the beef bounced back and went way higher in 90's! No body permanently
> stopped eating beef. Nobody stopped eating chicken after bird flu.
> I won't stop eating pork either!
>

How much has the government lost on TARP? Think tank Ethisphere created a TARP Index to track losses taxpayers are taking under the TARP program. Since its inception on Oct. 7, 2008, the government has lost $104.2B.

I don't think the government is going to lose. When the crisis is over and the market recovers, all the TARP funds will skyrocket.

Meat: A Tasty Investment Opportunity

I live in Argentina, so I completely disagree that the best from Texas beef was served in my country. Mainly because we are grain and meat exporters. Ask anyone you know what they eat when they come here: beef.
China has been importing soy since a long time, and I don't see an increasing production of soy because there is something called competitive advantage. For China is cheaper and gets best quality by importing soy from, for example, Argentina. There are some characteristics that allow this to happen, China doesn't have the ideal climate for cultivating soy.
The article was not only for US investors, if grains are too expensive there, firms must be smart enough to diversify their production (Monsanto, with agriculture commodities, has a lot of farms in Argentina because in this country, labour and input material - fertilizers - are way too cheap compared to other countries)


On Apr 15 06:01 AM icy wrote:

> In the 1960s plane loads of cattle for breeding flew from Texas to
> South American countries, such as Brazil and Argentina. Some of
> the best beef (on my plate) has been served in Brazil and Argentina
> lately. These countries import almost no beef from USA today.<br/>
>
> Plane loads of breeding stock, more swine than bovine, have been
> flown from the USA to Pudong in the last three years. Chinese farmers
> might make more profit raising beef and pork than rice. You might
> find that in 10 years almost no beef and pork is exported to China.
> Actually, you might find the US importing beef from China, as their
> production costs might be remarkably lower than USA's, and grains
> here have gotten too expensive to feedlot finish beef and pork here,
> in the manner that was prevalent only 5 years ago; perhaps biofuels?

Meat: A Tasty Investment Opportunity

I live in Argentina, so I completely disagree that the best from Texas beef was served in my country. Mainly because we are grain and meat exporters. Ask anyone you know what they eat when they come here: beef.
China has been importing soy since a long time, and I don't see an increasing production of soy because there is something called competitive advantage. For China is cheaper and gets best quality by importing soy from, for example, Argentina. There are some characteristics that allow this to happen, China doesn't have the ideal climate for cultivating soy.
The article was not only for US investors, if grains are too expensive there, firms must be smart enough to diversify their production (Monsanto, with agriculture commodities, has a lot of farms in Argentina because in this country, labour and input material - fertilizers - are way too cheap compared to other countries)


On Apr 15 06:01 AM icy wrote:

> In the 1960s plane loads of cattle for breeding flew from Texas to
> South American countries, such as Brazil and Argentina. Some of
> the best beef (on my plate) has been served in Brazil and Argentina
> lately. These countries import almost no beef from USA today.<br/>
>
> Plane loads of breeding stock, more swine than bovine, have been
> flown from the USA to Pudong in the last three years. Chinese farmers
> might make more profit raising beef and pork than rice. You might
> find that in 10 years almost no beef and pork is exported to China.
> Actually, you might find the US importing beef from China, as their
> production costs might be remarkably lower than USA's, and grains
> here have gotten too expensive to feedlot finish beef and pork here,
> in the manner that was prevalent only 5 years ago; perhaps biofuels?

Meat: A Tasty Investment Opportunity

I live in Argentina, so I completely disagree that the best from Texas beef was served in my country. Mainly because we are grain and meat exporters. Ask anyone you know what they eat when they come here: beef.
China has been importing soy since a long time, and I don't see an increasing production of soy because there is something called competitive advantage. For China is cheaper and gets best quality by importing soy from, for example, Argentina. There are some characteristics that allow this to happen, China doesn't have the ideal climate for cultivating soy.
The article was not only for US investors, if grains are too expensive there, firms must be smart enough to diversify their production (Monsanto, with agriculture commodities, has a lot of farms in Argentina because in this country, labour and input material - fertilizers - are way too cheap compared to other countries)


On Apr 15 06:01 AM icy wrote:

> In the 1960s plane loads of cattle for breeding flew from Texas to
> South American countries, such as Brazil and Argentina. Some of
> the best beef (on my plate) has been served in Brazil and Argentina
> lately. These countries import almost no beef from USA today.<br/>
>
> Plane loads of breeding stock, more swine than bovine, have been
> flown from the USA to Pudong in the last three years. Chinese farmers
> might make more profit raising beef and pork than rice. You might
> find that in 10 years almost no beef and pork is exported to China.
> Actually, you might find the US importing beef from China, as their
> production costs might be remarkably lower than USA's, and grains
> here have gotten too expensive to feedlot finish beef and pork here,
> in the manner that was prevalent only 5 years ago; perhaps biofuels?

Overbought? 84% of stocks in the S&P 500 now trade above their 50-day moving average after five consecutive weeks of gains - the highest level in more than a year.

I totally agree, this bear market rally, for some, was as if the worst has been over. Unfortunately there has to be a pullback driven by banks for making the last sheet clean. In my opinion european banks have much more to show and we will see it in banks such as UBS, Credite Suisse, and banks from Spain as BBVA. I expect this coming contraction to be the last one and from there onwards see some serious and economic and market recovery if nothing strange happens.

Meat: A Tasty Investment Opportunity

Jordan Rizzuto:
I agree with you last year grain prices were extremely high, and it could harm meat companies profit but as we can see in the every commodity, the adjustment has been made and today's prices are reasonable. Although it is important to take into account that another important food for China is soy, and if grain prices spike, people will be forced to shift from grains to meat. I'm not sure in what proportions grain prices harm meat consumption. I think it will depend on which grains rise.


On Apr 13 12:01 PM Jordan Rizzuto wrote:

> Feed costs will increasingly influence livestock companies' profitability
> in the coming years. The spike in grain prices last year crushed
> margins and forced many producers to liquidate inventories. You
> can track daily and seasonal influences on grain prices at stormx.com/agriculture.
>
>

Meat: A Tasty Investment Opportunity

Hi Joseph, thanks for reading. I totally agree with you, meat producers will need to re think this new market and how can they get most profit of it.
Sorry for my ignorance but I didn't understand the question about what makes me stand out, regards what? Why I wrote this article?
Thanks again



On Apr 13 11:29 AM Joseph Sherman wrote:

> Great article. Meat producers should consider how to move from a
> commodity based product to having a tribe around their meat. What
> makes you stand out?

Meat: A Tasty Investment Opportunity

Thank you very much for your data. I only knew about US meat exporters which could benefit, but this is an excellent recommendation. I will take it into account.
Thanks again.