Apple's Earnings Fall Is Completely Unjustified [View article]
Apple's numbers are so incredible that the company needs to start providing some additional context, for example: "Revenues for the quarter grew at the same percentage yoy as Amazon's, and we have 40x higher margins as well as their entire market cap in cash now" "Earnings for just the quarter (not year) were almost as much as NFLX and RIMM's market caps combined".
Is Silvercorp In The Midst Of A Bear Raid? [View article]
AL,
1. SVM has missed earnings once by a total of 3 cents over the last year despite the millions they've spent defending themselves against your allegations
2. Is it possible you think their explaination is "vague" is because you still haven't bothered to try to understand the distinction between inferred, indicated, and measured resources?
3. What do you want them to do, roll over and die like those companies? They passed a KPMG forensic audit and showed bank records, what more do you want?
4. Maybe they called the police because said "research analysts" were trespassing on their private property and stealing their ore?
5. This is good for legitimate companies like SVM, since Canada is a very mining-friendly country and have extra initiative to vindicate the company, not to mention protect it from continuous slander.
Why I'm Sitting Out The Current Bull Market [View article]
Sounds like you've definitely done your homework, I encourage you to write your own article outlining your thesis.
I apologise for perhaps focusing too narrowly on the iPhone, which I consider to be their main meal ticket. I just don't see them accelerating sales for too much longer in the face of increased competition from other heavyweights like Google.
The last article you reference says they could sell 400m+ iPhones in 2015 and I'm sorry, but an expensive product owned by 1 out of every 20 people in the world would pretty much be market saturation.
Wisconsin Energy: A High Growth, Fundamentally Strong, Low Beta Pick For My Dividend Portfolio [View article]
Ah, good old WEC, first stock I ever bought, I remember my dad helping me buy it with my paper route money almost 20 years ago.
Unfortunately I sold it all over the last couple years to buy EXC instead since that looked cheaper, but like usual father knows best, luckily he's held on to all his shares.
Apple: Last Year I Said Sell -- Buy Now? [View article]
Soon after you sell it.
If you're worried about it immediately needing to get to a certain level for you to make money you probably shouldn't be invested in the stock. Just relax and hold on and let the earnings and dividends flow in and the stock price will take care of itself.
As much as I admire David Einhorn, he's lost his way if he needs AAPL to do financial machinations just to juice his performance numbers, just find great companies (like Apple) at resonable prices (like AAPL), let management do its job, and the stock price will reflect the value of the business in the long run.
Printing something one at a time will always be more expensive than mass manufacturing, so 3D printing probably will never be extensively used other than for prototyping.
Apple's Shareholder Program: The Day The Music Died [View article]
I'm confused, it seems like you spent the whole article demonstrating that AAPL was getting a good yield on their buybacks then concluded that it would actually harm shareholders since its not actually reducing, only slowing the growth of the share count.
You want management, which has created more shareholder value than any company on earth, to give up their stock options because they're supposedly out of ideas? Let's see how that would fly at one of the "more innovative" companies like Netflix that you probably think they should buy.
A Goldman Bet That May Sink The Ship [View article]
What about the continued bet that JP Morgan is making in supposedly singlehandedly shorting a huge percentage of the silver market? Isn't that a far larger concern given that their track record is much spottier than Goldman's strong investment history.
Something Is Seriously Wrong With Salesforce [View article]
So basically the Ponzi scheme is that more shares are created to reward employees for increasing revenue, and more revenue leads to higher share price that can be used for acquisitions to grow revenue further, and so on.
Like all Ponzi schemes it works great, until all of a sudden it doesn't, because eventually the stock will have priced in so much future growth that can no longer be bought and people will start asking for their money back by selling the shares.
By then there will be a huge supply, no demand, and nothing but a bunch of built up goodwill to support its price. Might want to think about joining the insiders in dumping the stock to get ahead of the curve.
Low margin game? Even though they've managed to keep margins high for years? I guess I should just trust the market and buy AMZN and its 1% margins instead.
Last Chance To Sell Gold And Silver [View article]
Can't believe you'd want to take a well reasoned, rational long term view like that when all the brilliant technical analysts assure us that they're both heading lower. Panic, panic, panic! Sell, sell, sell! Panic sell, panic sell, panic sell!
Apple's Earnings Fall Is Completely Unjustified [View article]
"Revenues for the quarter grew at the same percentage yoy as Amazon's, and we have 40x higher margins as well as their entire market cap in cash now"
"Earnings for just the quarter (not year) were almost as much as NFLX and RIMM's market caps combined".
Is Silvercorp In The Midst Of A Bear Raid? [View article]
1. SVM has missed earnings once by a total of 3 cents over the last year despite the millions they've spent defending themselves against your allegations
2. Is it possible you think their explaination is "vague" is because you still haven't bothered to try to understand the distinction between inferred, indicated, and measured resources?
3. What do you want them to do, roll over and die like those companies? They passed a KPMG forensic audit and showed bank records, what more do you want?
4. Maybe they called the police because said "research analysts" were trespassing on their private property and stealing their ore?
5. This is good for legitimate companies like SVM, since Canada is a very mining-friendly country and have extra initiative to vindicate the company, not to mention protect it from continuous slander.
Why I'm Sitting Out The Current Bull Market [View article]
I apologise for perhaps focusing too narrowly on the iPhone, which I consider to be their main meal ticket. I just don't see them accelerating sales for too much longer in the face of increased competition from other heavyweights like Google.
The last article you reference says they could sell 400m+ iPhones in 2015 and I'm sorry, but an expensive product owned by 1 out of every 20 people in the world would pretty much be market saturation.
Microsoft Is Far Too Cheap To Ignore Any Longer [View article]
Wisconsin Energy: A High Growth, Fundamentally Strong, Low Beta Pick For My Dividend Portfolio [View article]
Unfortunately I sold it all over the last couple years to buy EXC instead since that looked cheaper, but like usual father knows best, luckily he's held on to all his shares.
Apple: Last Year I Said Sell -- Buy Now? [View article]
If you're worried about it immediately needing to get to a certain level for you to make money you probably shouldn't be invested in the stock. Just relax and hold on and let the earnings and dividends flow in and the stock price will take care of itself.
As much as I admire David Einhorn, he's lost his way if he needs AAPL to do financial machinations just to juice his performance numbers, just find great companies (like Apple) at resonable prices (like AAPL), let management do its job, and the stock price will reflect the value of the business in the long run.
Is 3D Printing A Huge Bubble? [View article]
Apple's Shareholder Program: The Day The Music Died [View article]
You want management, which has created more shareholder value than any company on earth, to give up their stock options because they're supposedly out of ideas? Let's see how that would fly at one of the "more innovative" companies like Netflix that you probably think they should buy.
A Goldman Bet That May Sink The Ship [View article]
Something Is Seriously Wrong With Salesforce [View article]
Like all Ponzi schemes it works great, until all of a sudden it doesn't, because eventually the stock will have priced in so much future growth that can no longer be bought and people will start asking for their money back by selling the shares.
By then there will be a huge supply, no demand, and nothing but a bunch of built up goodwill to support its price. Might want to think about joining the insiders in dumping the stock to get ahead of the curve.
Apple Is Not Worth $460 [View article]
Last Chance To Sell Gold And Silver [View article]
Silvercorp Reluctantly Discloses Significantly Lower Resources And Grades For Key SGX Mine [View article]
Amazon.com: The Fantasy Keeps Growing [View article]
What Will An Apple Bubble Look Like? [View article]
What does that even mean?
"order and print paper books"
Wow, there's a growth area!
"cheaper tablet"
Which just means lower revenues and margins.