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Lennox Yieke  

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  • Google's Impending Revenue Growth Promises Great Upside [View article]
    Thanks for your comment. In fact, my $1000 plus estimate of early 2014 was beaten. Even now at record highs, Google still has a lot of upside potential. There will certainly be a slight pullback, but that is just for the short term
    Oct 21, 2013. 03:50 AM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    yes. Google will have to look for a way to assure users of their privacy on G+. The issue of privacy could affect the stock.
    Oct 15, 2013. 01:22 PM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    I agree with you totally. However while signs are positive, banking on a debt ceiling deal would still be a leap of faith. Nonetheless that is what investors sometimes have to do.
    Oct 15, 2013. 01:41 AM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    Its said really. But in the long haul, I believe investors will have to go back to the basics. As is, most equities are ominously overpriced, driven by investor sentiment rather than actual fundamentals. Fortunately, FB has good fundamentals. You made a good investment.
    Oct 12, 2013. 12:18 AM | 1 Like Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    I never knew that. Interesting perspective there Dennis. I will do more research on that.
    Oct 12, 2013. 12:16 AM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    Welcome friend. Sorry for the ambiguity. I mean hold due to the potential of future earnings.

    FB still has a lot of potential with regard to earnings
    Oct 12, 2013. 12:15 AM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    I agree with you. But for those people who are afraid of high P/Es I point out that future earnings growth overshadows the valuation concern. Future earnings should bring the P/E back down.
    Oct 12, 2013. 12:14 AM | Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    I agree with you. Nonetheless, FB will remain King if its keeps an eye on the competition and identifies threats early enough. There are a lot of innovative minds out there.
    Oct 11, 2013. 02:06 PM | 3 Likes Like |Link to Comment
  • Facebook: Long-Term Prospects Strengthened By Niche Social Sites [View article]
    Thanks for the compliments. Interesting comment. And yes that is the ploy
    Maybe the same scenario may play out. FB will try to acquire a startup and the latter will turn it down. Thereafter the latter will become a force to reckon, just like FB.
    Oct 11, 2013. 02:05 PM | Likes Like |Link to Comment
  • Google's Impending Revenue Growth Promises Great Upside [View article]
    If its about valuation, then close to all tech stocks are overvalued. The positive sentiment that revenue growth will bring overshadow the valuation concerns
    Sep 13, 2013. 01:15 PM | 1 Like Like |Link to Comment
  • Hewlett Packard: Great Upside Potential And Long-Term Prospects [View article]
    Bobbo. Thanks for your insights. I believe the main headline is sacrificing margins for revenue/marketshare. Once the numbers are lean, HP will be able to charge premiums for its devices and software. Pretty much like AAPL; of course before Tim Cook took warmed up to the idea of a 'cheap iPhone'
    Sep 12, 2013. 04:21 AM | Likes Like |Link to Comment
  • Hewlett Packard: Great Upside Potential And Long-Term Prospects [View article]
    With the negative sentiment. the growth will start first. nobody will believe and once positive press starts coming, that is when the rally will kick off
    Sep 11, 2013. 10:34 PM | 2 Likes Like |Link to Comment
  • Carl Icahn's Threat To Apple's Long-Term Prospects [View article]
    K1 its okay :). It happens. Nonetheless you see my point here? Buybacks are okay. In fact with that kind of cash pile I would recommend the same. However pushing it above $100 billion to Icahn's preposterous $150 billion could be a huge mistake
    Aug 29, 2013. 10:01 PM | Likes Like |Link to Comment
  • Carl Icahn's Threat To Apple's Long-Term Prospects [View article]
    K1. The buyback that was announced in April is indeed a $100 billion buyback that will run through to 2015. Check again. And Icahn is actually pushing from $150; this is of course if the report from Bloomberg is anything to go by.
    Aug 29, 2013. 01:13 AM | Likes Like |Link to Comment
  • Carl Icahn's Threat To Apple's Long-Term Prospects [View article]
    Michael. Thanks for your contribution. We share the same view. While buybacks (to some extent) are acceptable. Icahn's demands are unrealistic. He wants a $150 billion buyback. How certain are we that the new products will generate enough sales to offset the dent that these buybacks will have on cash reserves?
    Aug 26, 2013. 02:51 AM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
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