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Jacob Steinberg

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  • Lululemon: Keep Calm And Don't Worry [View article]
    Nice article. I bought some shares too and we'll see where the shares will go soon.
    Jun 13 03:10 PM | Likes Like |Link to Comment
  • The Windows Phone Data Due This Week May Contain Surprises [View article]
    "Ad Duplex has NEVER been a good indication of Lumia Sales.
    Last quarter, Ad Duplex was off by more than 35% when trying to calculate Lumia Units sold."

    Ad Duplex mostly looks at app usage, which might be a little skewed but we gotta use all the tools we have to come up with a prediction. Anything helps. :)
    Jun 10 01:59 PM | Likes Like |Link to Comment
  • The Windows Phone Data Due This Week May Contain Surprises [View article]
    Until last quarter, Asha sales were growing pretty nicely and they were hot in the emerging markets. Last quarter's decline might be a one-time thing instead of a trend. In the last couple months, more Asha models were introduced in more markets and the response is said to be solid.
    Jun 10 01:59 PM | Likes Like |Link to Comment
  • The Ford Story Continues In Europe [View article]
    Tdot,
    Notice that I said "when Ford reaches its full potential" which means the company would be increasing its earnings not only in Europe and elsewhere, but also in North America where it's already performing well. Even though Ford is performing exceptionally well in North America, the company will continue to improve upon this performance as it nears its full potential. In Europe, the company is losing $2 billion annually and even if it were to reach break-even in the continent, that still adds $2 billion to the company's earnings. Ford has so much room to grow in Asia, South America and Africa that the sky is the limit. It may take the company many years to reach its "full potential" but eventually it will happen.
    Jun 9 09:39 AM | Likes Like |Link to Comment
  • Tesla's Ambitious SuperCharger Infrastructure Build Is SuperExpensive [View article]
    Maybe they can install a convenience store and a restaurant in each supercharger station to offset some of the costs.
    Jun 5 12:57 AM | Likes Like |Link to Comment
  • When Will People Understand Ford's Debt? [View article]
    Lately, dealerships sell special kind of insurance to new car buyers and this insurance covers the loss of the bank in the event of a default.
    May 30 01:53 PM | Likes Like |Link to Comment
  • When Will People Understand Ford's Debt? [View article]
    It turns out that Mr. Mulally himself read this article and he'd like to chat with me about it. Once that happens, I may be able to write an update. This is huge for me, Mr. Mulally one of my heroes.
    May 30 01:51 PM | Likes Like |Link to Comment
  • A History Lesson On P&G's Returning CEO [View article]
    Nowadays we don't invest in companies anymore. We invest in CEOs. Look at Tesla for example. Apple is another good example.
    May 28 10:54 AM | Likes Like |Link to Comment
  • Nokia Is Not Up For Sale [View article]
    Making high-quality products might even work against a company. Samsung users will replace their phone every 2 years; whereas, Nokia users will replace their phone every 5 years because those phones endure much longer than Samsung phones. As a result, Nokia will be able to sell far less units than Samsung.
    May 27 02:29 PM | 1 Like Like |Link to Comment
  • Retail Stock Investors: We Won't Get Fooled Again [View article]
    The fact that market is going up might also explain some of those trends.

    For example if I put 100,000 k in a mutual fund, that's an in-flux of 100,000 k. Six months later, worth of my shares become 150,000 and I decide to take profits, therefore we have an out-flux of 150,000. At the end of the day, one person got in, one person got out, but the outflux is bigger than influx because the market kept going higher.
    May 25 06:16 PM | 1 Like Like |Link to Comment
  • 5 Reasons Hydrogenics Could Triple [View article]
    There should be a Joe Springer ETF. That'd definitely outperform the market by a large margin!
    May 24 01:10 PM | 2 Likes Like |Link to Comment
  • Nokia Siemens Network: Another Round Of Restructuring? [View article]
    That sounds very interesting. It would definitely be a bargain for NOK.
    May 24 12:48 PM | Likes Like |Link to Comment
  • Nokia Siemens Network: Another Round Of Restructuring? [View article]
    Headcount shrinks while the revenues stay the same, which I would consider a victory.
    May 23 06:01 PM | 5 Likes Like |Link to Comment
  • Tesla: Mr. Musk's Wild Ride At Your Expense [View article]
    How about GM (government motors)?
    May 22 04:57 PM | 3 Likes Like |Link to Comment
  • Some Thoughts On The Recent Surge In National Bank Of Greece [View article]
    Great summary surrounding Greek banks, thank you.

    Today NBG's American share price fell to as little as $1.50 even though the bank's shares still trade for €1.57 in Greece, which is around $2.00.
    May 20 07:20 PM | 1 Like Like |Link to Comment
COMMENTS STATS
309 Comments
495 Likes