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Vincent Ho  

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  • Hollow Men, Hollow Markets, Hollow World [View article]
    Thanks for the article. We're all learning.
    Apr 2, 2014. 07:27 PM | 1 Like Like |Link to Comment
  • Qihoo: Some Risk, Huge Reward, And Other Recent News [View article]
    I agree, these companies have missed earnings before so valuations depend on what the future outlook is. QIHU is doing ok in terms of P/R, but many investors do not like the P/E QIHU has since the market has priced in some growth. As a hold forever play Buffett doesn't seem to like technology but it depends on future earnings, reliable management, and deploying capital to generate higher returns which determines the price regardless of other factors.
    Jan 26, 2014. 11:07 AM | Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    Your analysis is ok but I don't get how perceptions can change the value of assets.
    Jan 24, 2014. 09:02 PM | 3 Likes Like |Link to Comment
  • It May Be Apple Harvest Time [View article]
    dynazor: Ease off on the name calling.
    Sep 25, 2013. 04:44 PM | 2 Likes Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    The Apple story is a great story. I wholeheartedly believe it is just getting started. How many millions did it take to come up with the iPad? How many billions has it generated in two years? As long as they focus on signing up the right people on the team it's going to be a fun ride for everyone.
    Sep 25, 2013. 12:50 PM | Likes Like |Link to Comment
  • It May Be Apple Harvest Time [View article]
    Samsung is going to rule the world.
    Sep 25, 2013. 12:06 PM | 1 Like Like |Link to Comment
  • It May Be Apple Harvest Time [View article]
    Dan,

    I'm a fan. I'm a real big fan. You're doing God's work here.

    Thanks,
    Fan

    Sent from iPad
    Sep 25, 2013. 11:49 AM | 1 Like Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    There's something about the iPad that isn't fully understood yet. It's something from the Jetsons, but a lot of people write it off as if it's always been around.
    Sep 25, 2013. 08:41 AM | Likes Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    Sales on the Apple TV is picking up speed. I suspect there will be something else for the TV as well.
    Sep 25, 2013. 08:31 AM | Likes Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    Your tablet probably has a lot of viruses.
    Sep 24, 2013. 07:41 PM | 1 Like Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    Phablets do pose a threat, but IDC has great data that only 20% sales will be from smartphones larger than 5". Android devices do pose a threat but the tablet market is growing at an enormous pace. One example is the entire school district near LA has provided their students with an iPad, thanks to Apple's partnership with schools. From taking notes to learning another language, why doesn't every school do the same?
    Sep 24, 2013. 07:14 PM | Likes Like |Link to Comment
  • Jobs Predicted Bright Days Ahead For Tablets And The iPad Is Along For The Ride [View article]
    The bigger iPad has a 44% margin. A $320 iPad mini has 40% margin. Android devices are a different story.

    http://usat.ly/1b3F9ka
    Sep 24, 2013. 07:05 PM | 3 Likes Like |Link to Comment
  • Apple sells 9M new iPhones in 3 days [View news story]
    It's too expensive.
    Sep 23, 2013. 08:55 AM | Likes Like |Link to Comment
  • The Renminbi Will Continue To Appreciate, But Jim Rogers Is Overly Optimistic [View article]
    Another astute observation, and I agree, but there have been mandated minimum wage increases throughout the country. Things haven't changed in many parts but things have changed drastically in others for the better.
    Sep 21, 2013. 01:13 AM | 2 Likes Like |Link to Comment
  • The Renminbi Will Continue To Appreciate, But Jim Rogers Is Overly Optimistic [View article]
    Ben you make a good point and there have been moves to redistribute wealth better like eliminating taxes for farmers. In fact its an emphasis on the current plan China is on.
    Sep 20, 2013. 07:03 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
24 Comments
26 Likes