Seeking Alpha

Valuable Insights

 
View Valuable Insights' StockTalks BY TICKER:
  • Valuable Insights
    $MU - DRAM to rise at least 10% in July and NAND to follow thanks to new $AAPL prods. $SNDK reports tonight. http://bit.ly/1nHSnuO
    Jul 16, 6:23 AM
    Reply (1)
    • somedata1: Thank you. Recently added a large MU position.
      Jul 16, 3:39 PM
      • Valuable Insights
        $AAPL $GOOG interested in the connected home...how about the connected garden? http://kck.st/1pTSnZh
        Jun 26, 7:23 PM
        Reply (3)
      • View all 3 replies
        • Patience29: Not sure how well it would work for citrus's deep watering, which is every so often depending on season. No drips. Needs longer sensor stems
          Jun 27, 3:24 PM
        • Patience29: Would be awesome if they made one for citrus (and other trees) that require deep watering only. Guesswork is a pain
          Jun 27, 3:28 PM
          • Valuable Insights
            $OTIV remains a top holding and pick for 2014. OTIV extremely well positioned to benefit from NFC growth driven by $MA $V and perhaps $aapl
            May 1, 8:52 AM
            Reply (16)
          • View all 16 replies
            • somedata1: I'll add a few thousand shares of ma. Thanks.
              May 12, 6:44 PM
            • mdemattia: Valuable Insights, you missed Isis. That will be the NFC deal that will offer OTIV the greatest benefit, in my opinion.
              May 12, 11:59 PM
              • Valuable Insights
                $GTATQ South China Morning Post report says new $AAPL iPhone screen to be made entirely from scratch proof sapphire glass.
                Feb 12, 12:59 PM
                Reply (60)
              • View all 60 replies
                • platonicbomb: DumpsterDiver I suggest you offer your consulting services to Apple. In the meantime, how do I get off this train?
                  Feb 25, 3:21 AM
                • DumpsterDiver: My theory is, you hold GTAT for a few years and you get off it wealthy... ;)
                  Feb 25, 5:42 AM
                  • Valuable Insights
                    $AAPL $GTATQ with sapphire cell phones. We suggested use of sapphire in our POS $RBCN article last June http://bit.ly/1cWZfRi
                    Feb 10, 2:22 PM
                    Reply (4)
                  • View all 4 replies
                    • chicagomary: why does $ rbcn have such wide earnings swings? otherwise,a nice 3 month chart.
                      Feb 10, 4:52 PM
                    • platonicbomb: $TPCS is an interesting play on sapphire. They make the furnaces. Lots of new biz, have to scale now. More speculative but miles of upside.
                      Feb 11, 9:17 AM
                      • Valuable Insights
                        $AAPL gets into NFC, hard to imagine how it won't be a HUGE positive for $OTIV http://bit.ly/1bIuVUZ
                        Jan 31, 2:26 PM
                        Reply (9)
                      • View all 9 replies
                        • PSalerno: Why Apple should choose OTIV? There are a lot of NFC providers around.
                          Feb 1, 7:31 AM
                        • SFinance: Why would they use NFC when they have iBeacon?
                          Feb 1, 5:37 PM
                          • Valuable Insights
                            $GOOG will be a $2000 stock by year-end '15. Can't wait for the first $2k price target. $AAPL will be a $1000 stock...never.
                            Jan 7, 12:14 PM
                            Reply (23)
                          • View all 23 replies
                            • retpdguy: VA- Do post on other boards?
                              Jan 7, 8:23 PM
                            • Jared Krongold: @Karl Andre - none of those things are groundbreaking except Google Glass.. which Google is doing, not Apple
                              Jan 9, 3:18 PM
                              • Valuable Insights
                                My view on most to least likely to exist in 50 years for these 5 mega-cap tech stocks 1) $GOOG 2) $AMZN 3) $AAPL 4) $MSFT 5) $FB - thoughts?
                                Jan 5, 2:03 PM
                                Reply (21)
                              • View all 21 replies
                                • Valuable Insights: I was looking at Red Herring magazine from July '00 - 484 pages. Out of business in 2003. More than half companies in mag are gone
                                  Jan 6, 11:54 AM
                                • Valuable Insights: Apple is mentioned in the magazine - a 484 page tech mag - a single time, and that's in passing in an article where Jobs hosts a fundraiser.
                                  Jan 6, 11:56 AM
                                  • Valuable Insights
                                    $AAPL new iPad price stack makes no sense...and the new mini is late. Where's the finger-print reader too?
                                    10/22/13
                                    Reply (13)
                                  • View all 13 replies
                                    • ConservativeOutperformer: I'm not sure what difference a finger print reader makes when you browse Facebook all day at home. Hopefully it's starting to sink in now..
                                      10/23/13
                                    • ardee27: VI : Apple is not going to be cheap, no point arguing that. We wanted standards along with price tag and they delivered that
                                      10/23/13
                                      • Valuable Insights
                                        Right for the right reason on $RBCN http://bit.ly/1cWZfRi - also long $GTATQ - Oct 15th $AAPL iPad announcement and sapphire ASPs rising.
                                        9/30/13
                                        Reply
                                          • Valuable Insights
                                            $AAPL news obviously huge for $RBCN and $GTATQ - and in-line with our Alpha-Rich call from June http://bit.ly/1cWZfRi - We are long both.
                                            9/18/13
                                            Reply (5)
                                          • View all 5 replies
                                            • pocohonta: time to buy futures on Sapphire, start a Sapphire IRA, and drop the Platinum MasterCard for a Sapphire.
                                              9/18/13
                                            • Julian Acosta: Thanks! Is Corning their current provider? Would a $10-15 screen be cheaper than what iPhones currently use?
                                              9/20/13
                                              • Valuable Insights
                                                $RBCN and $GTATQ up - Digitimes saying sapphire in new $AAPL iPad and may be full screen in 2014 iPhone http://bit.ly/153e6WQ.
                                                9/18/13
                                                Reply
                                                  • Valuable Insights
                                                    We believe $IMOS cap-ex pull-in for "new mobile consumer application" - is for $AAPL fingerprint reader or $HIMX LCOS for $GOOG glass - wow
                                                    8/15/13
                                                    Reply (11)
                                                  • View all 11 replies
                                                    • rbarjr: Transcript's of the broadcast can be found here: http://seekingalpha.com/a/z3nq
                                                      8/15/13
                                                    • belly_ache: Down down down, for no reason
                                                      8/19/13
                                                      • Valuable Insights
                                                        $SNDK and $MU both cheap. Pricing is strong during seasonally weakest part of year and ahead of new $AAPL launches. 2H could be BIG
                                                        4/17/13
                                                        Reply (2)
                                                        • TFCAB: Been looking at SNDK closely; glad i didnt buy last week; i think you're right on the value part of the equation
                                                          4/17/13
                                                        • vorgriff: What is your thoughts on NTE trading this low ?
                                                          4/18/13
                                                          • Valuable Insights
                                                            Lot of solid tech companies hit by seasonality, cyclicality or $AAPL exposure (new products will come). Putting together our BUY list.
                                                            4/4/13
                                                            Reply (1)
                                                            • Ashraf Eassa: $IMOS seems like an excellent opportunity - can't wait for more ideas! :)
                                                              4/4/13
                                                              • Valuable Insights
                                                                Samsung Galaxy = $AAPL pain. Pos for $NTP expect NTE to get Samsung business this year, following Samsung's investment in NTE partner Sharp
                                                                3/12/13
                                                                Reply (2)
                                                                • weed: Samsung gots the mojo.
                                                                  3/12/13
                                                                • Mktneutralhedger: not a news :-)
                                                                  3/13/13
                                                                  • Valuable Insights
                                                                    New report out today on $NTP - shares can triple. We like it as a huge share gainer at $AAPL. Reports pre-open Monday.
                                                                    1/25/13
                                                                    Reply
                                                                      • Valuable Insights
                                                                        What aspect of $AAPL business get easier this year? More smartphone/tablet competition from Samsung, $GOOG, $NOK, $BBRY. Negative y/y comps?
                                                                        1/24/13
                                                                        Reply (3)
                                                                      • View all 3 replies
                                                                        • Valuable Insights: Look for my article tomorrow on $AAPL supplier trading at under 4x 2013 EPS (based on awful AAPL guide), they will help produce. One to own.
                                                                          1/24/13
                                                                        • ConservativeOutperformer: The suppliers are in a good spot I think, but not only for $AAPL. My latest post describes the ridiculousness of AAPL's bargaining position
                                                                          1/24/13
                                                                          • Valuable Insights
                                                                            Would $LF have had such a good 4Q outlook if $AAPL iPad Mini was $199 instead of $329. $LF could see 30% upside over the next 3 months.
                                                                            11/6/12
                                                                            Reply
                                                                              • Valuable Insights
                                                                                $ESI short call working out well. Let's see how I do on $AAPL (Short) and $DECK (Long) later. Now short $FB, good news in, lock-up too big.
                                                                                10/25/12
                                                                                Reply (3)
                                                                              • View all 3 replies
                                                                                • Leont68: I listened to ocean man and bought the nov $20 put
                                                                                  10/26/12
                                                                                • Valuable Insights: Got it wrong on $DECK but fortunately was small call position. Feel great about $FB short. Adding to $IMOS post deal.
                                                                                  10/26/12
                                                                                  More on AAPL by Valuable Insights