How eBay's PayPal Is The Next Big Gift For Investors [View article]
I believe they are well positioned due to two things: 1. They have a lot of members on both the consumer and the retail side. It's been a convenient option for start ups and for young people who want something that functions like a bank without all the hassle. 2. Smartphones are everywhere and the concept of using them to make and receive payments is growing as well. PayPal is already an established name with many consumers and retailers. If they expand to be the mobile payment processor of choice for retailers and continue to expand among consumers, it would be hard for a competitor to catch up. At 117 million active members, they already have a strong base to work from
How eBay's PayPal Is The Next Big Gift For Investors [View article]
That's what I thought you meant. I would actually disagree that it will keep Dodd-Frank at bay. This administration is quite unpredictable when it comes to regulation except that they want more. But you may very well be right.
How eBay's PayPal Is The Next Big Gift For Investors [View article]
Hey thanks for reading and commenting. There is a lot of truth in what you said but I'm looking at it from the perspective of the growth in consumers using their smartphones to make purchases. If PayPal is innovative and takes advantage of its unique position, it could very well dominate the space. Like I wrote in the article, eBay has to see the synergies it's expecting to take over the mobile payments space.
How eBay's PayPal Is The Next Big Gift For Investors [View article]
While I agree that a large competitor such as Visa could step in, it appears to me that large financial institutions are trying to wade through new regulations and seeing how they fit into their business model. This delay can help PayPal gain serious footing in mobile payments.
And online shopping is becoming even more popular along with small start ups that function completely online. PayPal is so easy to use for merchants that it could become the default choice for small companies who do not want to deal with big boys. As these companies grow, PayPal becomes a serious part of their ecosystem. Still, if PayPal can't innovate for these customers, they are dead in the water.
How eBay's PayPal Is The Next Big Gift For Investors [View article]
Currently eBay has a PE ratio of a little over 20x forward earnings and a PEG ratio of about 1.45. The reason I focused on PayPal on its own had a lot to do with the fact that we may see PayPal spun off depending on regulation. Also with a market that is volatile, I think a lot of stocks will be a whole lot cheaper soon. Sorry, I should have been more clear with why I approached this article the way I did.
I believe in great companies with great stories. eBay is an example of a company that has something great going for it that investors should consider if they see any weakness in the stock due to forces like the fiscal cliff.
The Cracks In The Great Economic Wall Of China [View article]
You cannot seriously say that 180,000 protests every day show satisfaction with the course China is on. Their Keynesian economic policy coupled with their authoritarian capitalism is unsustainable.
The Cracks In The Great Economic Wall Of China [View article]
Hey thanks for reading. And I agree they had to reform. Deng was instrumental in making great changes. My view, however, is that the most recent Chinese leadership is not continuing those reforms. By not allowing their economy more freedom they risk alienating their citizens and creating economic turmoil in the mold of other Asian nations during the turn of the century.
Hussman: QE Is Funding the U.S. Deficit [View article]
Hey great article. I must however disagree, we cannot ignore the fundamental principle of supply and demand. Yes, the government can print all the money it wants but when there is excess supply in the currency market than the value is going to decrease causing inflation. I personally am very fearful of inflation and we are already seeing it in our grocery bills. The only reason the stats don't bear this out is because the equation to calculate inflation is changed all the time. QE will not have the intended affect it was supposed to have. With so much uncertainty in the economy, investors will not put their money out into the U.S. economy. All it will do is drive capital AWAY from U.S. markets and into places where regulation is more certain and they can get a return on investment.
How to Outperform the Smart Phone Index [View article]
Hey great article. And you're right, if you want to make money in this trend you have to look at infrastructure as well. I wrote about this in my instablog as well. The consumer side is profitable but there is just way too much upside in the companies that are behind the scenes.
Are We Getting Ready for Dot Com Crash 2.0? [View article]
I do not think we are in a dot com bubble. I believe we are actually at the beginning of a mobile internet boom and Wall Street is trying to figure out the most profitable way to play it.
The Internet TV War and Its Potential Casualties [View article]
I'm really sorry to hear that my friend. And I can understand where your coming from but I know quite a few people who've canceled theirs. Haha I'm sure their family is not as grateful.
Five Ways the Verizon iPhone Will Change the Mobile Landscape [View article]
Yeah I couldn't agree more. All cell phone carriers are going to have drastically increase capacity. Companies that make antennas for cell phone towers and those that help in the back end of creating more bandwidth are going to be the real winners. Especially as smart-phones become a commodity(thanks to Google(GOOG)), more people adopt the iPhone and iPad(AAPL), and more tablets come out. That is the real story here.
The Internet TV War and Its Potential Casualties [View article]
Could it be that the slow down in revenue is due to the consumer tightening their belt? If I'm unemployed and treading water, streaming movies is the least of my concerns. So I would either switch to a cheaper plan or get rid of it.
Also Netflix(NFLX) is going to lose customers to Apple(AAPL) and Cisco(CSCO) as people who can afford to upgrade will want a more sophisticated form of getting streaming movies and tv shows. Just some thoughts.
How eBay's PayPal Is The Next Big Gift For Investors [View article]
1. They have a lot of members on both the consumer and the retail side. It's been a convenient option for start ups and for young people who want something that functions like a bank without all the hassle.
2. Smartphones are everywhere and the concept of using them to make and receive payments is growing as well. PayPal is already an established name with many consumers and retailers. If they expand to be the mobile payment processor of choice for retailers and continue to expand among consumers, it would be hard for a competitor to catch up. At 117 million active members, they already have a strong base to work from
How eBay's PayPal Is The Next Big Gift For Investors [View article]
How eBay's PayPal Is The Next Big Gift For Investors [View article]
How eBay's PayPal Is The Next Big Gift For Investors [View article]
How eBay's PayPal Is The Next Big Gift For Investors [View article]
And online shopping is becoming even more popular along with small start ups that function completely online. PayPal is so easy to use for merchants that it could become the default choice for small companies who do not want to deal with big boys. As these companies grow, PayPal becomes a serious part of their ecosystem. Still, if PayPal can't innovate for these customers, they are dead in the water.
How eBay's PayPal Is The Next Big Gift For Investors [View article]
I believe in great companies with great stories. eBay is an example of a company that has something great going for it that investors should consider if they see any weakness in the stock due to forces like the fiscal cliff.
The Cracks In The Great Economic Wall Of China [View article]
The Cracks In The Great Economic Wall Of China [View article]
Hussman: QE Is Funding the U.S. Deficit [View article]
How to Outperform the Smart Phone Index [View article]
Are We Getting Ready for Dot Com Crash 2.0? [View article]
Competitive Landscape Changes for Baidu [View article]
The Internet TV War and Its Potential Casualties [View article]
Five Ways the Verizon iPhone Will Change the Mobile Landscape [View article]
The Internet TV War and Its Potential Casualties [View article]
Also Netflix(NFLX) is going to lose customers to Apple(AAPL) and Cisco(CSCO) as people who can afford to upgrade will want a more sophisticated form of getting streaming movies and tv shows. Just some thoughts.