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33_Alpha

33_Alpha
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  • Take Income Investing To The Next Level [View article]
    "AAPL investors are tipping that dangerous scale as they move from smart investors riding the upward momentum of a great company's stock to an emotional cult that runs the risk of seeing massive gains turn to considerable losses overnight."

    Very well said, Rocco.

    33_Alpha
    May 1, 2012. 07:01 PM | 1 Like Like |Link to Comment
  • Starbucks' Shares Lack Appeal [View article]
    I have no idea what the whole VBI attempts to do. Nor I don't know what 6 out of 10 means. Simple psychology though, people are buying SBUX's growth at the moment. If you think DCF and relative value..... yeah..... it is not a screaming buy.
    May 1, 2012. 06:56 PM | Likes Like |Link to Comment
  • Why I Will Not Be Listening To Apple's Earnings Call Live [View article]
    Hey Rocco,

    As always, I am long Apple but I respect your view. Though Q2 iPhone sales demolished estimates, it's the iPad sales are worrisome. In fact, imagine if Cook decided to call iPhone 5 to be "new IPhone", I would expect sales would chill like "new IPad" as well. Something is missing already.

    I guess the only difference between our views is that I expect the exuberance will tone itself down after another half a year. On one hand, I would be rational hesitant to buy more. On the other hand, I would also avoid shorting the stock at this moment.

    In any case, always enjoy your article and happy trading.

    33_Alpha
    Apr 24, 2012. 09:40 PM | Likes Like |Link to Comment
  • 2 Stocks I Want To See Drop [View article]
    Hey Rocco,

    I fully understand your standpoint of long Pandora. In fact, it's price starts to be more tempting and I might want to join the game.

    There is one thing your DCA strategy bugs me though In the great misfortune, if P really goes down perpetually, then your strategy doesn't have any safety measure such as "cut loss at X%". You would end up having P in lower and lower cost basis.

    The part that I feel uncomfortable is that DCA in this situation might be more dangerous a simple buy-and-hold trading strategy of "Buy the stock and cut loss when it drop for X%".

    In any case, perpetual spiral down has very low probability. I just wonder how you would deal with this particular "corner case".

    33_Alpha
    Apr 18, 2012. 08:25 PM | Likes Like |Link to Comment
  • Sirius Overload: Pandora Has Little To Do With Satellite Radio's Demise [View article]
    Hey Rocco,

    What I like about this article is that you break out usual stands on Pandora, this really shows that you have considered both sides of the coin.

    In fact, I might end up invest on both companies. Once again, I just hope that I have time to read up the media industry first.

    33_Alpha
    Apr 12, 2012. 08:22 PM | Likes Like |Link to Comment
  • Why I Am Content That I Sold Apple And Gave Up Trading [View article]
    Hey Rocco,

    You are very gifted in writing and I believe you will go way beyond the newsletter and articles in SA.

    Looking forward to see more of your articles.

    33_Alpha
    Apr 12, 2012. 08:09 PM | 1 Like Like |Link to Comment
  • Yahoo: High Potential For Gains This Year [View article]
    Cutting people is good. But their new plan is still too vague. I am yet to see any interesting part which would make a difference.

    They are planning to approach the younger audience. It sounds like something interesting.
    Apr 11, 2012. 08:59 PM | Likes Like |Link to Comment
  • One Way To Avoid Getting Burned In An Options Trade [View article]
    Hey Rocco,

    Great article. Though I might not use option. I found I shared your view on Lulumon.

    To understand why Lululemon is going up so quickly, I just went to visit a store today. The result is - I found it a very *compelling* long term investment. The personals are very amicable and they are extremely enthusiastic about their own products. This reminds me of an Apple store.

    I wasn't into yoga at all (,I am more a gym person), but her enthusiasm makes me consider to be a yogi (just learned the term today too). In any case, I have also seriously considered to buy a $150 windbreaker. After think it over, I decided to buy two more stocks of LULU instead.

    It also amazes me that there are only 128 stores in the world. Some regions are clearly under-developed, there is only one store in Asia. None in Europe. (Compare that with GAP: 3248.)

    In any case, happy trading.

    33_Alpha
    Apr 8, 2012. 07:31 PM | Likes Like |Link to Comment
  • Potential Apple Trades Ahead Of Earnings [View article]
    Umm. The poorer than expected job gains can be in-play too.

    33_Alpha
    Apr 8, 2012. 07:03 PM | Likes Like |Link to Comment
  • Apple Investors Need To Know About Google's Project Glass [View article]
    Hey Modernist,

    How I love your responses. :) Of course, to write mea culpa for my comment - though I found cloud-based robots is far-fetched, I believe in the threat of Google Glass to Apple and Facebook.

    33_Alpha
    Apr 5, 2012. 07:25 PM | 1 Like Like |Link to Comment
  • Apple Investors Need To Know About Google's Project Glass [View article]
    Once again you beat the current thinking and produce a truly ground-breaking article.

    Glass and all the wearable computing device is the true one-up of integrated device such as iPhone and iPad.

    Thanks for your article. As always, keep on with your great work!
    Apr 5, 2012. 12:43 AM | 1 Like Like |Link to Comment
  • On First Anniversary, Google's Larry Page Must Solve Motorola Problem [View article]
    >If it all goes bad, he could still be the next Jerry Yang.
    The gamble on plus is huge. The new kid in town, facebook, would also not be easy on Google.

    33_Alpha
    Apr 4, 2012. 07:32 PM | Likes Like |Link to Comment
  • Are Apple Investors Too Optimistic? Maybe [View article]
    Paul,
    I followed your articles and I know you have been on the long side until today.

    I am a Apple long but I think your warning is justified. There are too much irrational exuberance in Apple lately. In short term, it's better to expect there are some reasonable correction from Mr. Market.

    Keep up your good work.

    33_Alpha
    Apr 4, 2012. 07:30 PM | 1 Like Like |Link to Comment
  • Debunking Two Fallacies Of Apple Short [View instapost]
    Read it. Sounds like a factor which can affect all stocks but not just Apple.....
    Mar 31, 2012. 11:48 AM | Likes Like |Link to Comment
  • 4 Stocks To Buy, 1 To Avoid For Long-Term Media Investors [View article]
    Hey Stephen,

    Thanks for your reply. I believe you have considered the alternative thesis.

    For your dislike on Pandora. I either agree or disagree. But I will give you one piece of information which only technies (like me) know : Pandora's recommendation technology is based on a long time Music Genome project. To replicate it, a company needs to collect a large amount of music information. The computer algorithm is also not easy to build. To say the least, you are talking about researchers in different field from satellite radios.

    At the end, I think you are giving me a clearer picture of what you really think the future can be.

    Thanks, I think I learn something.

    33_Alpha.
    Mar 29, 2012. 11:37 PM | Likes Like |Link to Comment
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