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  • Apple's Pricing Power? Questionable [View article]
    No one said Apple is doomed. The fact that Apple's competitors are now offering smart phones that have been well received by the public at substantially lower prices than Apple cannot be good news for Apple. Not everyone wants or can afford a Mercedes, but the general public buys Camrys and Accords in very large numbers. To think that the competition is offering a quality product at much lower prices than an iPhone and this will not affect Apple is to be in denial.
    Jul 18 02:37 PM | 2 Likes Like |Link to Comment
  • A Lost Decade For Microsoft Investors [View article]
    Michael, be careful about driving with your eyes on the rear view mirror. It hardly takes a market visionary to look back on ten years of underperformance to state with great certainty that MSFT has underperformed. Most investors are more interested in the here and now. In the past year, MSFT has outperformed the S&P and the Dow Jones Technology Index. I suppose recent outperformance means that MSFT is truly on life support to your way of thinking.

    This comment strikes me as particularly astonishing:

    "Sorry folks the game is over. You can't squander 5 years then decide to fight. If this was a boxing match - the ref would be brought up on ethic charges for sending Microsoft out for another round."

    Had there been any substance or actual analysis in your article, there might have been something there worth publishing. A company with nearly $9 billion in free cash flow is hardly a candidate for life support. I doesn't take a stock market genius to look back ten years and report the results. Any novice investor can find that sort of info in sixty seconds.

    Seems that almost all of the companies you denigrate in your article are hardware manufacturers. This brave new world of yours where everyone accesses TV, movies and the internet on their tablets is almost anecdotal. Me, I like watching TV in beautiful high def on a large screen. Phones? A smartphone is a smartphone--the differentiation between one feature set and another for most users is insignificant. Much like the difference between one beer and the next, marketing shapes opinions to about the same extent as the taste of the beer.

    Nothing like waiting for a stock to bottom and then seeing the technical signals for a turn before issuing a sell. There's not one piece of actionable information in your article...no substance.

    Quoting Horace Dediu quoting Steve Ballmer is just fine, but the Asymco site Dediu's quotes appear on is essentially a site beating the drum for AAPL. It's like going to Fox News to get information on President Obama or going to "The Huffington Post" to get fair and balanced news on candidate Romney.
    Jul 15 05:05 PM | 2 Likes Like |Link to Comment
  • Is Wall Street's End-Of-Quarter Window Dressing A Crime? [View article]
    "Because it isn't investing. And because you and I don't have 50 traders on staff hunched over their Bloombergs or a super-computer that sells a nanosecond before or after someone else does."

    I would love to see someone come out of the shadows to give us an inside look at how boutique and in-house drones "manage" low float equity prices through the day.

    Someday it will happen and when it does, it will be one more vote against the power of concentrated wealth attempting to control our markets.
    Jul 6 04:34 PM | 2 Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    Watched a typical window dressing close on CRM today (7/6/12). After a particularly nasty down day a buyer comes in and attempts to keep a floor under the stock after rallying it back to $136.00. Tens of thousands of shares are caught at that price as day traders unload minor last hour bounce profits in the final minutes. Finally the selling overwhelms and the buyer retreats and shares immediately plunge. Typical modus operandi, but a bad day all-in-all for the mechanics trying to keep this equity from collapsing further.
    Jul 6 04:17 PM | 2 Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    With the small float, this equity is a momentum player and day trader's delight. Small fortunes are being made and lost on a company that has slightly underperformed the S&P in the last twelve months, but has been pushed around enough to fleece an army of nervous longs and shorts. It's a great trading stock that is going to burn a lot of investors.
    Jul 5 11:19 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    The conundrum for these guys (big mutual funds) is that they have to be invested somewhere.
    Jul 5 11:27 AM | 1 Like Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    We all believed Iraq had WMD thus none of us can be blamed.
    Jul 5 11:03 AM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    Watching this stock trade real time for the past couple of years, it seems reasonable to believe that gray area manipulation is rampant. Well written programs can game price movement and squeeze shorts by using statistical models. Owning 15% or even 2% or 3% means you can push and pull the price when you are fairly confident that very little selling is going on among your institutional brethren. Valuations on stocks like AMZN and CRM are absurd in part because of the massive consolidation that has taken place among financial institutions over the years. These guys simply have to find places to park stock fund committed monies. No one really wants to know what is going on in these shops because they are too big to go after and they technically operate within the law.
    Jul 5 10:52 AM | 2 Likes Like |Link to Comment
  • Apple's Pricing Power? Questionable [View article]
    Bring on the hyperbole. Both the article and the comments that follow are unconvincing from a financial perspective. Everyone appears to be rationalizing their stance with lackluster arguments. It's all chest thumping with very little substance.
    Jul 2 03:55 PM | 5 Likes Like |Link to Comment
  • Apple's Pricing Power? Questionable [View article]
    The unanimity of AAPL love being demonstrated here reminds me of the ferocious treatment naysayers received when they opined that gold at $1800 and ounce might be priced a tad rich. Do you take your iPhones to bed with you?
    Jul 2 03:29 PM | 4 Likes Like |Link to Comment
  • BP Could Tumble $6 Lower By 2013 [View article]
    This article reads like a random report generated from someone who knows little about the topic he/she is writing about.
    May 10 06:29 PM | 10 Likes Like |Link to Comment
  • Freeport-McMoRan: Copper Glut Will Hurt Profitability [View article]
    Put major copper producers in the same basket with major crude oil producers. These are core holdings for long term investors. Copper, like oil, is becoming more an more scarce and new projects are becoming more and more expensive and/or politically risky.
    Mar 25 08:26 PM | 2 Likes Like |Link to Comment
  • 2 Stocks To Trade, And What's Next For The Market [View article]
    So you believe that now is a good time to buy a stock that has run up about 50% in the past three months? And you think that the success of one of its competitors is good news? This is a wonderful approach to stock picking--buy stuff that's gone up a lot. Great research. Thanks!
    Mar 21 04:39 PM | 3 Likes Like |Link to Comment
  • 4 Gold Stocks That Appear Undervalued [View article]
    I agree ABX appears undervalued. The problem if there is one is that ABX is so obviously undervalued based on the current price of gold and historical metrics that deep pockets may be shunning gold mining stocks in anticipation of a steep drop in the price of gold.
    Feb 19 06:06 PM | Likes Like |Link to Comment
  • BMO's Karl Keirstead's checks lead him to think Salesforce.com (CRM) will deliver a strong FQ4 report later this month, on the back of increasing deal sizes and growing Service Cloud demand. In addition, like Morgan Stanley, he believes the fears of slowing momentum that stemmed from the soft billings growth reported for FQ3 are unfounded.  [View news story]
    Does a "strong report" require a company to have earnings or is a big jump in revenue and no earnings a buy sign. Good luck to those buying at these levels.
    Feb 9 02:58 PM | Likes Like |Link to Comment
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