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33_Alpha

33_Alpha
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  • SMTP Inc.: A High Growth Email Marketing Company With An Attractive Dividend And Takeover Potential [View article]
    Hey Ben,

    Do you know more about the SMTP/Bowen Advisors deal? Or what is your view of what's going on?

    33
    Nov 27 07:15 PM | Likes Like |Link to Comment
  • Apple: The Law Of Large Numbers And Declining Margins Point Towards Average Stock Returns [View article]
    OP has great financial analysis. No doubt. His understanding of the market is quite fair.

    But he obviously misuse the concept of "the law of large number". Also as he argued, the demise of Apple would probably be caused by fierce competition. That has nothing to do with LOL at all.
    Nov 13 11:03 AM | Likes Like |Link to Comment
  • The Real Reason Apple Keeps Going Down [View article]
    "While the price action may be bubbly, the fundamentals are still perfectly intact. But fundamentals don't help highly overleveraged traders and investors satisfy margin calls."

    Word.
    Nov 9 06:44 PM | Likes Like |Link to Comment
  • Apple Vs. Microsoft: The Tide Is Turning [View article]
    :) Writing along the tide is always a smart move. It gives you more material.

    For AAPL vs MSFT, you might want to hold both products in your hands, or.... read some reviews. Surface, got quite a few of negative reviews and it doesn't get too much attention when it is launched.

    The iPhone or iPad Mini on the other hand have the harshest critics. Their sales turn out very solid.

    So the tide might be turning, but is it the inflexion point? I doubt that.
    Oct 31 12:49 PM | Likes Like |Link to Comment
  • Apple: The Executive Wars [View article]
    Hey Paulos,

    Your hypothesis is plausible. While I am worried about general corporate politics in upper management. The whole news is positive:
    1, Browett has no acclaim at his job. He should go.
    2, Unlike the Jobs era, Cook management has certain elements of cooperations between high elements. So a divisive figure such as Forestall would only reduce efficiency.
    3, There are too many executives level guys. With Forestall and Browett, there are 6 guys. Is it necessary? It's hard to make coherent decision this way.

    So generally I think this shakeup is a good news. Similar to Mayer took over Yahoo, I would expect more of these happen in the next month or so.
    33
    Oct 30 12:01 PM | 3 Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    Hey Ashraf,

    From your reply, it seems like you are a programmer yourself. May be this is a valid question for you.

    I was a bit out of touch of the latest mobile development. My impression is that the iOS platform is more coherent, but developers have less controls.

    On the other hand, the Android platform is a freer, but developers have to deal with segmentation of platforms.

    Do you have similar impressions? Or from where you see, you observe something different? (e.g. you might actually think Android is THE platform, then I want to know why.)

    For your piece, though I don't completely agree (I am an AAPL long), I can understand where you are from. Your tech background (and being a student) is also unique here. As a result, I am more interested in why you would think like you write.

    33
    Oct 29 10:15 PM | Likes Like |Link to Comment
  • Mayer And Yahoo - It's The Software, Stupid [View article]
    +1. Tech. guys knew for long time tech is the difference between GOOG and YHOO.

    Of course, wait for the hollering of the S&M guys. :) For any of their arguments, I will answer with,

    "Do you really want to sell a fridge in Antartica?"

    33
    Sep 27 02:40 PM | Likes Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    While you might want to yell at the author, my guess is incomehunter simply wrote this article too early. So the price was based on couple of days ago.

    That said, historically, many of iPhoneX reviews could be highly critical. Part of the reason was that rumors usually cover much of the features. The other part was that the design is .... indeed quite well done. So changing it doesn't seem to be necessary.

    I can understand the urge of giving saintly advice on the tumultuous time of Apple. Once you get it right - it will sound like a prophet a lot. At the same time..... iphone or in general all smartphones' popularity can be quite difficult to predict. Do you want to risk your credibility to write an article quickly?

    33
    Sep 21 07:46 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Were -> Where
    Sep 12 09:24 AM | Likes Like |Link to Comment
  • I am afraid Apple's IPhone launch may be as important......
    Sep 12 12:33 AM | Likes Like |Link to Comment
  • IBM's Watson App: Google And Apple Should Be Nervous [View article]
    theoloo,

    So you are biased too.

    Btw, work hard for me because I own IBM stocks too. (Not for some deluded reasons though.)

    33
    Sep 8 02:05 PM | Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    Sometimes, I have no idea how an article become an Editor's Pick. This article is one of those examples.

    The premise of the OP is essentially this: "Because of high P/S, Apple will got "hit hard when there is surprise"". P/S is indeed one of the weak ratios in Apple. But how about the ROE? how about the lower/close to the sector forward P/E? Not to say, the company is very well run.

    And let's say there is a hard hit. How much? If it goes back to MSFT level, we are talking about 10%, so back to $620, we are still looking at a healthy company with the largest cap value in the world. So does it call for a sell? You might want to buy more in this case.

    The issue I have is not the OP doesn't have a point, he points out one thing , P/S too high, which I didn't notice. But this doesn't call for *selling the stocks* nor it shouldn't be an editor pick. Many more articles analyze Apple better.

    33
    Sep 8 10:54 AM | 2 Likes Like |Link to Comment
  • 5 Apple Risks Revealed [View article]
    Hmm..... I don't disagree with your points but you probably need to think deep on your arguments......

    Global Economy: It's not specific to Apple. (Like most of S&P 500?)
    Obsolete Assets: Look up Tim Cook and what he is good at.
    Third Parties: A properly manage a supply chain reduced the probability of things go wrong. An Apple is good at. (Again, look up what Tim Cook does.....)

    Competition and IP: These two are stronger points. But again..... are they inherent to Apple only?

    33
    Sep 8 10:43 AM | 2 Likes Like |Link to Comment
  • IBM's Watson App: Google And Apple Should Be Nervous [View article]
    Watson, or a Q&A machine, is just one technology of many which IBM use for demonstration for PR. There were chess playing machine, speech recognition in the past. None of them are not known outside IBM.

    Does IBM has an edge? Apple and Google happen to be two companies in the world who can build a Q&A Machine similar to Watson. With their talent and resource, it will probably take ... a year or two? Likely they will be something faster.

    So I don't see Watson as such an edge of IBM. Maybe IBM is good at issuing debts, maybe IBM is making good decision on expanding its stack. Not Watson. Watson at this point is still a novelty which IBM's competitors can easily copy, improve and get ahead.

    33
    Sep 8 10:32 AM | Likes Like |Link to Comment
  • Bet Against The Shorts, Buy Buckle [View article]
    Geody,

    I am long BKE as well. One hypothesis for heavy short: is it because of the overall age of the management?

    33
    Sep 2 11:33 AM | Likes Like |Link to Comment
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