Absolutely wonderful insight. As we both know, biotechs are never a "sure thing". Even large cap biotech comes with greater inherent risk than most mid cap companies from other industries. However, Amgen seems to be the strongest in the space based on the fundamentals. As for their pipeline, that is the reason I highlighted the specific trials I believe present the greatest opportunity for successful FDA approval combined with the greatest return for Amgen. By no means was I attempting to mislead the reader. In fact, for any future biotech article I will put in an additional disclosure about the inherent risk of the biotech space. That should help discourage those with less risk tolerance from entering the space.
Your Earnings Season Preview: BlackBerry [View article]
First off, thank you all for the comments. I assure those of you who thought I was compensated by a company to "bash" BBRY, that I was not. I greatly apologize for the two typos. The 2MB was supposed to read 2GB. Also, the statement of Samsung in the second paragraph was supposed to be Blackberry. I will apply for an edit on this article to have both issues corrected.
As for my opinion and short position stated within the article, I do not trade off of charts or hype. I look for solid numbers. Blackberry needs to regain market share in the US to see any meaningful bottom line impact. Canada and London offer much smaller returns than say the United States or China. That is where Blackberry has been losing market share rapidly over the past several years.
The new phone MAY be a success. From a personal level, I hope it is. I have a certain respect for the founder of the first real smart phone. However, I based my opinions and short position off of the facts. The phone has the inner workings of a smart phone from last year. The Q10 took years to bring to market, and suffered numerous delays. That leads me to question the ability of new management to successfully turn this company around. Blackberry has a huge money maker in that keyboard patent. Management should look to monetize that patent in new ways, perhaps through licensing deals.
Again, thank you all for your comments. I always enjoy exchanging trading and investing ideas, whether they agree with my opinions or not.
Your Earnings Season Preview: U.S. Steel [View article]
Lake,
I use a multitude of sources when writing articles to attempt to bring the most accurate facts to readers. CNBC, Bloomberg, and Yahoo Finance just to name a few. I apologize for the error.
Your Earnings Season Preview: U.S. Steel [View article]
Lake,
Thank you for bringing this to my attention. The sentence should have read, "The price of US Steel stock is near 52-week lows, less than $2.50 per share from where it currently stands."
As for the P/E ratio used, that was pulled directly from http://www.cnbc.com.
2 Blue Chip Industrial Plays For 2013 [View article]
Thank you for your thoughts and opinions brooks. I tend to enjoy value/ turnaround plays. My 2012 play was PHM, my play this year is CAT. While I don't expect CAT to have a price appreciation over 100% like PHM, I am targeting $135 for CAT by year end. I hope to hear from you again on my future articles.
The Top 2 Tech Plays For 2013, And Apple Isn't One Of Them [View article]
Apple lost nearly half of the run it had this year is what that sentence was supposed to state. Thank you for bringing the error to my attention. I have submitted the article for correction. Thank you again.
Microsoft: Lumbering Giant No More? [View article]
I would love to agree with you on the Nokia takeover, however the same could be said for RIM. We all see how that is working out. Plus, RIM has a far more impressive patent portfolio than Nokia. With Microsoft already having a smart phone, with very little market share, I don't see the benefit for Microsoft to buy out another struggling smart phone maker.
Microsoft: Lumbering Giant No More? [View article]
I'm sorry the article doesn't cover more, but I was looking to point out MSFT's advancement over the past year or two. They no longer idly sit by and let the rest of the tech industry pass them. MSFT has made a concerted effort recently to adapt to the changing consumer electronics industry.
Microsoft looking into NFC is a very realistic possibility considering the moves they have made. They are attempting to become a leader in the technology space again, and NFC is the logical step for them to accomplish that goal.
Microsoft: Lumbering Giant No More? [View article]
The Windows operating system is on 11% tablets out there. Dell and Intel both plan on using the OS, as well as the current tablets they are already on.
Microsoft receives royalties on each Nook Barnes and Noble sells. Also, Microsoft is able to sell the Nook as well without paying for a licensing agreement.
Microsoft has a vast amount of experience in licensing out their platforms. If they can develop or acquire a platform to accommodate NFC, they have some of the best licensing attorneys in the industry to work out a sizeable fee for each transaction, as well as the right to use their services. It is hardly something they have no experience with, considering they were one of the reasons for the tech industry. This is just the next step in tech. They are well equipped to make the next step.
Microsoft: Lumbering Giant No More? [View article]
I completely agree with you Bob. If Microsoft can move into this space before Apple and Google start exploiting it, Microsoft could have a legitimate long term growth story again.
Microsoft: Lumbering Giant No More? [View article]
Not dumb at all yblarrr. NFC technology stands for "near field communication". If you have heard of Google Wallet, it uses this concept. It allows you to pay for items by using your phone or other mobile device. Walmart, Best Buy, Target, and 7-Eleven have teamed up to form a company to install this technology in all of their stores.
In theory, NFC can completely replace your wallet. It could be used to pay your bill at the store, check out a book from the library, and be used as a state ID. Many analysts expect NFC technology to be a $1 billion industry by 2020. Feel free to look over my articles. I have written about NFC many times.
Thank you for the comment. I will be submitting the article for correction. Each of the numbers listed as millions should be in billions. That means while they have LT Debt of $3 billion, they have net receivables of $3.89 billion.
Also, the LT Debt has been on a decreasing trend over the last three years. I consider it bullish when the net receivables are on an upward trend, and the LT Debt is in a downward trend. They are cleaning up their balance sheet quite nicely.
Let The Research In Motion Sweepstakes Begin [View article]
Nowhere in the article was it stated that Windows was going under. Nor was it implied. The article was about the trouble RIMM is having maintaining market share, and the likelihood of them needing to sell their patents if not the company.
Let The Research In Motion Sweepstakes Begin [View article]
It would definitely introduce a new dynamic to the technology sector. RIMM's market share has been in a downward trend over the last several years, and this phone needs to be a home run for them. I'm waiting to see if the recent management change can overcome a steep mountain ahead of them and save this company.
Amgen In Focus [View article]
Your Earnings Season Preview: BlackBerry [View article]
As for my opinion and short position stated within the article, I do not trade off of charts or hype. I look for solid numbers. Blackberry needs to regain market share in the US to see any meaningful bottom line impact. Canada and London offer much smaller returns than say the United States or China. That is where Blackberry has been losing market share rapidly over the past several years.
The new phone MAY be a success. From a personal level, I hope it is. I have a certain respect for the founder of the first real smart phone. However, I based my opinions and short position off of the facts. The phone has the inner workings of a smart phone from last year. The Q10 took years to bring to market, and suffered numerous delays. That leads me to question the ability of new management to successfully turn this company around. Blackberry has a huge money maker in that keyboard patent. Management should look to monetize that patent in new ways, perhaps through licensing deals.
Again, thank you all for your comments. I always enjoy exchanging trading and investing ideas, whether they agree with my opinions or not.
Your Earnings Season Preview: U.S. Steel [View article]
I use a multitude of sources when writing articles to attempt to bring the most accurate facts to readers. CNBC, Bloomberg, and Yahoo Finance just to name a few. I apologize for the error.
Your Earnings Season Preview: U.S. Steel [View article]
Thank you for bringing this to my attention. The sentence should have read, "The price of US Steel stock is near 52-week lows, less than $2.50 per share from where it currently stands."
As for the P/E ratio used, that was pulled directly from http://www.cnbc.com.
2 Blue Chip Industrial Plays For 2013 [View article]
The Top 2 Tech Plays For 2013, And Apple Isn't One Of Them [View article]
The Top 2 Tech Plays For 2013, And Apple Isn't One Of Them [View article]
Microsoft: Lumbering Giant No More? [View article]
Microsoft: Lumbering Giant No More? [View article]
Microsoft looking into NFC is a very realistic possibility considering the moves they have made. They are attempting to become a leader in the technology space again, and NFC is the logical step for them to accomplish that goal.
Microsoft: Lumbering Giant No More? [View article]
Microsoft receives royalties on each Nook Barnes and Noble sells. Also, Microsoft is able to sell the Nook as well without paying for a licensing agreement.
Microsoft has a vast amount of experience in licensing out their platforms. If they can develop or acquire a platform to accommodate NFC, they have some of the best licensing attorneys in the industry to work out a sizeable fee for each transaction, as well as the right to use their services. It is hardly something they have no experience with, considering they were one of the reasons for the tech industry. This is just the next step in tech. They are well equipped to make the next step.
Microsoft: Lumbering Giant No More? [View article]
Microsoft: Lumbering Giant No More? [View article]
In theory, NFC can completely replace your wallet. It could be used to pay your bill at the store, check out a book from the library, and be used as a state ID. Many analysts expect NFC technology to be a $1 billion industry by 2020. Feel free to look over my articles. I have written about NFC many times.
Is Navistar A Hidden Gem? [View article]
Also, the LT Debt has been on a decreasing trend over the last three years. I consider it bullish when the net receivables are on an upward trend, and the LT Debt is in a downward trend. They are cleaning up their balance sheet quite nicely.
Let The Research In Motion Sweepstakes Begin [View article]
Let The Research In Motion Sweepstakes Begin [View article]