Timothy Pereira

How Apple's Market Share Will Propel Stock to $500, Part 2

Artificial Life seems to have a lot of funny business going on with their accounts receivable on their cash flow statement in 2009. To me this is a big red flag.
www.artificial-life.co...


On Nov 06 10:09 AM dual cit wrote:

> Jason, an idiot could have predicted the climb in Apple shares over
> the last year if one could simply read or listen to the news. Instead
> of tooting your horn, give us a follow-up on your Apple apps pic
> Artifical Life (ALIF) which appears to be a for move interesting
> story since it recieved backing from and partnered with 3M.

Baidu’s Q1 Earnings: Long-Term Positive

Baidu is growing revenue fast and the trailing price-to-sales ratio is now 31. What really matters is whether there is a large enough market for a company's products, whether the company's business model works, whether they can maintain their market share, and whether the company's management executes well and reaches its targets. I have no idea where you get the idea that 20X sales was considered high during the height of the dot-com bubble. Many companies had barely any revenue to speak of and had multi-billion dollar market caps. EBay had an extremely high valuation and it grew into it. Amazon has had a high valuation for a decade.

Baidu’s Q1 Earnings: Long-Term Positive

"The bubble" in what? If you mean in tech stocks, there is very little comparison between a company trading a 1.5 times it's expected earnings growth rate and dotcoms trading based on eyeball multiples...

Having said that what really matters is whether you think the music will stop in China before Baidu grows into it's price to earnings multiple. For the time being there is no sign of this happening.