McDonald's Q2 Earnings Preview: Weak Comps Points To An Uncertain Quarter [View article]
Maybe...But people could end up buying a coke rather than the $1 ice tea to allocate the $ they saved from dollar menu on some other high-margin items.
McDonald's Q2 Earnings Preview: Weak Comps Points To An Uncertain Quarter [View article]
This really depends on your objective, horizon, risk tolerance, etc etc.
From a Macro perspective, the economy is really weak. Even if these companies do okay, stocks would get punished because they are still subject to systematic risk.
However, if you are a patient investor who looks at the business rather than the stock, then those three companies are life-long holdings for sure.
I can answer questions in regards to the company's business model, strategy, quarterly earnings, the assumptions behind my model, if you email me directly.
I will not, however, answer question on specific price target because that will be a short-sighted answer, and I have no plan on getting sued in the future.
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
Thanks for the support.
One more thing though, the information presented are all public. All you need to do is a lot of digging and some understanding of the competitive dynamics of the industry.
Google+: Creating A Robust Platform To Rival Facebook [View article]
That's a good point. But since management never broke down Gmail vs Google+ users, we can't really assume that the two are roughly equal...unless you know something the market doesn't
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
Here is an advice for you.
RE: Your May 15th comment on " Will Not Be A Purchaser Of Facebook Shares"
Comparing online advertising (eg. Facebook) with computer hardware (eg. Apple) or ecommerce (eg. Amazon) is not apples to apples comparison and good analysts know that.
Facebook: Compelling Growth, But Fairly Valued; Initiating With Equal Weight And $29 Target [View article]
Good point. The original note is longer than this one. I had to cut out many parts according to SA policy. Keep following me for I will publish the other parts later this week.
Investment In Baidu Yi Likely Result In Cost Pressure And Margin Deterioration [View article]
A couple things:
1. Send me the link to the Changhong H5301 you mentioned.
2. How did you put a value on cloud storage?
3. If you think my opex estimate is exaggerated, then how much do you think a sales person make in China? FYI..min wage in Beijing is Rmb 1,300 per month, and I am sure they will not be paid min. wage.
4. Yes I am aware that Android apps are compatible with Baidu Yi, so if that is the case when why would current Android users switch to Baidu rather than keeping their current device?
5. Tencent backing away from pushing for their own OS could indicate that the OS market is unattractive.
McDonald's Q2 Earnings Preview: Weak Comps Points To An Uncertain Quarter [View article]
McDonald's Q2 Earnings Preview: Weak Comps Points To An Uncertain Quarter [View article]
From a Macro perspective, the economy is really weak. Even if these companies do okay, stocks would get punished because they are still subject to systematic risk.
However, if you are a patient investor who looks at the business rather than the stock, then those three companies are life-long holdings for sure.
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
Buy Renren: The Facebook Of China [View article]
I will not, however, answer question on specific price target because that will be a short-sighted answer, and I have no plan on getting sued in the future.
Google+: Creating A Robust Platform To Rival Facebook [View article]
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
One more thing though, the information presented are all public. All you need to do is a lot of digging and some understanding of the competitive dynamics of the industry.
Youku Earnings Preview: Expect Robust Topline Result; New Kind Of Rivalry Emerges [View article]
Google+: Creating A Robust Platform To Rival Facebook [View article]
Google+: Creating A Robust Platform To Rival Facebook [View article]
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
RE: Your May 15th comment on " Will Not Be A Purchaser Of Facebook Shares"
Comparing online advertising (eg. Facebook) with computer hardware (eg. Apple) or ecommerce (eg. Amazon) is not apples to apples comparison and good analysts know that.
Facebook: Intense Domestic Competition, International Growth Lacks Visibility [View article]
My rating on RENN is not a "buy", but rather a "hold" since I rated it "Equal Weight" with a 12-month target of $6 while it was trading at $5.
You can refer back to my note dated Feb 2nd.
Dangdang: Accumulating Shares [View article]
Thanks,
Jiang
Facebook: Compelling Growth, But Fairly Valued; Initiating With Equal Weight And $29 Target [View article]
Sina Weibo: Building A More Robust Platform With Reading List, Online Travel And Search [View article]
Investment In Baidu Yi Likely Result In Cost Pressure And Margin Deterioration [View article]
1. Send me the link to the Changhong H5301 you mentioned.
2. How did you put a value on cloud storage?
3. If you think my opex estimate is exaggerated, then how much do you think a sales person make in China? FYI..min wage in Beijing is Rmb 1,300 per month, and I am sure they will not be paid min. wage.
4. Yes I am aware that Android apps are compatible with Baidu Yi, so if that is the case when why would current Android users switch to Baidu rather than keeping their current device?
5. Tencent backing away from pushing for their own OS could indicate that the OS market is unattractive.