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  • Apple Needs A Staggering Breakthrough, And Quickly [View article]
    I didn't miss them, I simply didn't wanted to state something that, as you said, was already there in the other articles here on SA.
    Furthermore, this article was actually written before the 13Fs were disclosed yesterday/today.
    The final sentence of the article should be in focus here:
    "whether a new product, a partnership with a big carrier, a sudden willfulness to deploy the cash, Apple needs something to shake the bears off and reinvigorate the bulls, who are slowly losing their faith. Until then, the upside is greatly precluded."
    If Apple doesn't pull out of a hat something big, all these guys who liquidated their position in AAPL are not going to come back in...
    We (longs) need something from the company able to shake all this negative sentiment around the stock to enjoy another nice run-up- Without that "something", it is not going to happen (IMHO).
    Feb 15 11:19 AM | 7 Likes Like |Link to Comment
  • Brazil's National Institute of Industrial Property yesterday denied Apple's (AAPL) request to register the iPhone trademark in the country, as electronics maker IGB Eletronica already owns the rights to the name. Apple won't have to immediately suspend iPhone sales, but it faces a potentially lengthy and costly legal battle in what has become a fast-growing market. [View news story]
    Exactly, unfortunately there's no legal battle they can win: IGB Elctronica registered the mark seven years before Apple did, end of story.
    But c'mon: this WHOLE company has a market cap of $125m. Use some cash and find a deal.
    Feb 14 07:17 AM | Likes Like |Link to Comment
  • Amazon: Short It At Your Own Risk [View article]
    That's true, Walmart, Costco and eBay are tough competitors. However, especially the first two, are struggling to offer the same value and the same services as Amazon. I'm not saying that Walmart and eBay will be out of business due to Amazon.com (they're much different stories than Borders & company), but they might suffer a lot, and especially if Amazon brings out something new (e.g. same-day delivery) they might see their business suffer.
    As for satisfaction matters, you're certainly not the only one thinking that there are good alternatives to Amazon, but Amazon is currently number 1 in customer satisfaction (see link in article). And remember that (relatively small) peers showing great customer satisfaction may well end up being bought (think about diapers.com for example).
    Feb 6 08:56 PM | Likes Like |Link to Comment
  • Amazon: Short It At Your Own Risk [View article]
    That's another part of the story: AMZN has very little international presence. They do have some presence in Europe (but still, they have many states uncovered even there), but think about the possibilities of expanding in South America, Australia, Asia et al.
    I mean, Amazon is currently in 8 countries... International expansion could be a great catalysts for revenues (and, in a few years, for profits) to grow.
    Feb 6 08:46 PM | 1 Like Like |Link to Comment
  • Amazon: Short It At Your Own Risk [View article]
    Glenn, you're certainly right. That's why I'm not currently holding a position in AMZN, but at the same time that's why I think shorting the stock is an extremely risky bet. Given the reasons I outlined in the article, I'd feel much better relaxed standing on the same side as Bezos is, than trying to short the company he is guiding.
    Paulo, I see your points and I like many of your articles, but I just see a bigger picture for Amazon: yes sales are kind of slowing and yes the stock is expensive at $120 billion, but at the same time I really feel that Amazon.com is a story different from the others: if they keep going down this road, I think it is more probable that they will be able to up their margins than that they will lose market share. As Glenn said, "future is opaque" but, given the actual circumstances, I reckon that it is much more difficult for Amazon to fail than to succeed.
    Feb 6 08:41 PM | 1 Like Like |Link to Comment
  • Good And Bad From Ford's Results [View article]
    Great perspectives! Thanks Jacob.
    By the way, there seems to be a missing part: I was reading "The good" part, and at the end you get: "Keep in mind that most of Ford's" and then another part begins.
    What we're you going to say there?
    Jan 31 07:45 PM | Likes Like |Link to Comment
  • Netflix Beat Shows The Market Doesn't Care About Mere Metrics Anymore [View article]
    What you're saying is absolutely true: taking profits now seems the most reasonable thing to do.
    Though, as I said, with no apparent negative catalysts in sight, and the market as a whole well positioned to continue its run-up, shares could continue to go higher.
    A minor correction seems reasonable now, bit I wouldn't expect it to tank anytime soon without some really bad news coming out.
    Jan 24 06:27 PM | Likes Like |Link to Comment
  • Netflix Beat Shows The Market Doesn't Care About Mere Metrics Anymore [View article]
    What you say is right, but the momentum the stock is enjoying is enviable: without an apparent catalyst to the downside (e.g. Icahn says that for him is enough and closes he's position) I really don't see the stock going down.
    Jan 24 12:01 PM | Likes Like |Link to Comment
  • Analyzing Apple's Past To Gain A Better Perception On Its Future [View article]
    Thak you. Couldn't agree more, I'm waiting for that day since November
    Jan 18 06:08 AM | 1 Like Like |Link to Comment
  • Analyzing Apple's Past To Gain A Better Perception On Its Future [View article]
    Thank you, bobSby. Unfortunately "analysts" (bulls and bears, mind me) many times reveal themselves just like a bunch of ignorants (just look at the second link in the article), but nevertheless their effect on the market is there, is substantial, even if they give suggestions with absolutely no clue on what they're doing, passing their (mindless) opinion off as it was actually the reality.
    I hope after January 23 investors will slowly start to give the majority of them the credit they deserve: 0
    Jan 18 06:06 AM | Likes Like |Link to Comment
  • Analyzing Apple's Past To Gain A Better Perception On Its Future [View article]
    Dondisa, as sad as your words may sound, they absolutely respect the reality. Unfortunately we are in the clutches of unscrupulous speculators and, without solid results, even Apple (and to someone might come to say especially Apple) makes an easy target for stock manipulation.
    Let's not forget that also analysts have jumped on this bandwagon and made their job much easier by going so far to predict a reduction in EPS (seriously, really?)...
    After the results are out no more crap (hopefully) will be able to be spread as easily as now.
    Jan 18 05:53 AM | Likes Like |Link to Comment
  • Apple: A Look At The Chart, Historical Comparisons, And Academia [View article]
    Ok, you're not the first and you won't be the last to compare Apple to Cisco and Microsoft 2000 (even though there's no point in doing that, in the whole year 2000 Cisco made the same amount of money Apple now makes in half a month: the valuations are just galaxies away), but c'mon, Netflix? Seriously?
    Do you realize what were the earnings of Netflix in 2011? I tell you: 200m. That's the amount of money Apple makes in what... a day and a half? And its P/E was almost 100. Oh, did I mentioned that this year, just a year later, it may swing to a loss? Might that be the reason for the cratering in stock price?
    No way you can compare Netflix to Apple, sorry
    Dec 16 08:17 PM | 3 Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    Thanks Paulo for the info, I'd add 2 facts that heavily influenced this "low-turnout":
    - Hong Kong: Apple die-hard fans (that is, generally all those guys who show up in lines at a launch-event) had the possibility to get the iPhone 5 from Hong Kong, or from those people who smuggled them from Hong Kong, for quite a while now, and paying much less than from regular Chinese Apple Stores...
    - snow (at least for Beijing): Beijing gets snow once, twice a year; it's easy to see that not too many people wanted to rush to hours-long standing lines in these conditions
    Dec 14 02:14 PM | 2 Likes Like |Link to Comment
  • Microsoft: Abandon Ship Before It Sinks [View article]
    Julius, that's absolutely true. But what happens if, in a few years, nobody wants ice cream anymore? If everybody at a certain point wants lemonade, and you failed to sell lemonade, how will your business do?
    I mean, I give you that: Microsoft is still a great company, has a wide breadth of products, but they all focus on the PC / laptop market. In a world where (now) 65% of devices are smartphones and tablets (and that share is actually furiously going up each year), I would be pretty worried in Microsoft position, once the products that were meant to gain share on that market seem to be failing
    Dec 5 05:45 PM | 1 Like Like |Link to Comment
  • Android May End Up Being More A Fount Of Troubles Than A Fount Of Revenues For Google [View article]
    Oh come on, you said that I'm wrong about saying that Amazon wants you to pay for everything on the Fire: it was obviously an hyperbole, probably you didn't get it; with everything I intended content, what else would they want you to pay? 1 cent every time you swipe from an app to another?

    Yes, Apple is counting on iTunes to keep the boat afloat when they'll have to sell the iPhone at cost because there will be plenty of cheaper and better smartphones. Yeah, that statement really proves your immense knowledge, your incredible foresight and therefore your right to go here and there and say ignorant to anybody you please.
    I'll close here these useless arguments, feel free to post critiques to my articles (if any in the future), they'll make a funny reading.
    Dec 4 04:26 PM | Likes Like |Link to Comment
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104 Comments
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