Seeking Alpha


Send Message
View as an RSS Feed
View nguyenvanphuoc's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Is Building A Mobile Payments Platform To Rival PayPal [View article]
    " and with their latest security fiasco, I'll be first in line .... NOT>.."

    Yeah just like their Maps 'fiasco'.

    There was a problem and they had it fixed, for iOs in a matter of hours, I think, and for OSX in a matter of days.

    Yeah, terrible, terrible fiasco. If only they could offer the same rock-solid, error-free performance of other operating systems.
    Feb 28 07:26 AM | 6 Likes Like |Link to Comment
  • Apple Leads Notable Short Interest Moves [View article]
    "If you want to get rich investing in shares you need to take risks and ignore the so called experts!"

    That's actually about as far away from what you should do if you want to get rich investing in shares.

    It's what you need to do if you're desperate to get rich tomorrow.

    Investing shouldn't be exciting. It should be boring. If you want excitement, you should go bet on the dog track. Or horse track. Or rooster fights.
    Feb 27 08:56 AM | 3 Likes Like |Link to Comment
  • An Onslaught Of High Performance, Low Cost Smartphones Spells Trouble For Apple [View article]
    "There are people who can help you improve your ability to read the calendar or the clock."

    Really? That's what you come up with? I'm guessing that thinly veiled insult was a retort to my statement about the frequency with which you post about Apple?

    Contrary to your clever dig, I'm not in this case giving anybody the benefit of anything other than my opinion on the remarkable volume of words you post about Apple. As I mentioned, I think it speaks volumes about your character, and therefore by extension the value of the advice you give - day in, day out, ad nauseum.

    As I mentioned, you're within your rights to do so, and I'm sure you can get the SA censors to delete this comment, but just because you're able to do something doesn't mean that you're beyond being criticized for doing it.
    Feb 27 08:50 AM | 2 Likes Like |Link to Comment
  • An Onslaught Of High Performance, Low Cost Smartphones Spells Trouble For Apple [View article]
    I think the most telling thing about this author is that he posts a negative article about Apple almost EVERY SINGLE DAY. Some days he manages to get two of them out. Before noon.

    While it's perfectly possible that he's right, I just can't imagine where he finds the time to wax so prolifically about one of the most successful companies in history.

    Don't get me wrong, it's well within his right, and if he's actually making money from the $0.01 per view, then all the power to him. But I think it speaks volumes to his character that he feels the need to find a different way to say the same thing each and every day.

    Look for this comment to be deleted, as I'm sure Mr. Blair will flag it as a personal attack.
    Feb 27 08:01 AM | 3 Likes Like |Link to Comment
  • Apple Leads Notable Short Interest Moves [View article]
    Interesting read, thanks. SODA hadn't been on my radar but I might take a small position and hope for some positive news and a short covering rally... 42% is a big number.

    Just a question, would it be better to show the shorts as a % of the float, as opposed to a total number? That would eliminate any discrepancies caused by the changes in share numbers.

    I'm also keen to get some more AAPL at these levels. I don't think that Tim Cook et al bought back $14B worth just to get a 3% bounce...
    Feb 27 07:18 AM | Likes Like |Link to Comment
  • Why Apple's Valuation Is Irrelevant [View article]
    I think you're confusing 'investing' with 'trading'.

    To classify a company trading at 900x earnings as a 'good' investment is - to me at least - insane.

    It might end up being a good trade, and possibly even a good investment, but your basis for making the claim simply seems to be that it's not Apple.

    I'll buy a solid company at 10x earnings every day of the week. Sky high valuations indicate an irrationality in the market - sure, you can make money, but I don't like to rely on the irrationality of others to make money.
    Feb 26 12:40 PM | 10 Likes Like |Link to Comment
  • Bank of Montreal (USA) declares $0.76 dividend [View news story]
    Um... what?

    According to the linked PR, the dividend is in line with the previous quarter. And as far as I know, $0.76 is still more than $0.68.

    Confusing to say the least.
    Feb 25 08:47 AM | 7 Likes Like |Link to Comment
  • Broadband providers get a leg up as Netflix ends standoff with Comcast [View news story]
    "will this deal cause the shares to go up, go down, or have no impact?"

    Feb 24 07:23 AM | Likes Like |Link to Comment
  • Apple roundup: iPad 2, iPhone 6 leaks, FQ3 estimates [View news story]
    "Misek has a Buy rating on Apple."

    Regardless of his current rating, you'd have to be a fool to buy into anything he says about Apple. As a reminder, read this:

    The people that talk loudest and most often seem to get the most play here on SA. Michael Blair is a beautiful case study in this regard.

    And, as I just questioned the wisdom of a Moderator, count on this post to be deleted forthwith.
    Feb 13 05:42 PM | 6 Likes Like |Link to Comment
  • Apple Buy Signals Confirmed [View article]
    "This article is a simple reminder to resist the temptation of dogmatic thinking. "

    The article is referencing technical signals for the stock. Technical analysis by definition assumes all the fundamentals are already built into the stock price, and looks to trade based on established price patterns only.

    Don't get me wrong. I think TA is a joke, but people that know it well enough - ie the ones that set the patterns rather than follow them - can make a great deal of money.

    I prefer to disregard TA and focus on fundamentals - it's cost me in the short term, especially on AAPL's fall to under $400, but I ended up back in the black.
    Feb 12 10:20 AM | 1 Like Like |Link to Comment
  • Apple Buy Signals Confirmed [View article]
    "In short, we are speculators not investors! We drive up the price and dump it, at our discretion which has worked well for us."

    I guess you're unfamiliar with the concept of Technical Trading?
    Feb 12 10:09 AM | 2 Likes Like |Link to Comment
  • Google Missed: Where's The Outrage? [View article]
    "Its a matter of time, this whole thing about a stock not trading on fundamentals is something we have heard before isnt it?"

    Every time I look at a stock like GOOG (or AMZN, or NFLX), I'm reminded of The Intelligent Investor - Benjamin Graham's investing bible.

    The one I read included commentary by Jason Zweig, and some of his notes about the dot-com bust were incredible - companies trading at insane multiples because the Street had decided that there was a 'new paradigm' in valuing companies, and traditional, fundamental valuation methods were yesterday's news.

    Of course, we know how that turned out then. But as the saying goes, the Market can stay irrational longer than you can stay solvent.
    Feb 3 06:37 AM | 1 Like Like |Link to Comment
  • Apple: Every Vote Counts [View article]
    "However when we understand that some 78% of it is held outside the US and cannot be used for dividends or interest payments, the picture changes somewhat. Returning those funds to the US would result in a cost of 35% in tax charges. "

    The money CAN be used, simply by paying the tax to repatriate it.

    And I'm not an expert on US tax, but I believe 35% is the top tax rate in the US - any taxes already paid in other countries would be offset in the event the money was repatriated.

    Even with a 35% reduction of the offshore cash, Apple's cash pile is still huge and getting bigger every quarter. Unless you believe Michael Blair, and think that Apple is on the verge of insolvency, then Apple owes its shareholders an explanation.
    Jan 31 07:26 AM | Likes Like |Link to Comment
  • Apple: Every Vote Counts [View article]
    "Apple should articulate a plausible strategy for its cash and investments."

    Came here to say THIS.

    Apple's trying to have it both ways, opposing the idea of increased capital distribution but not wanting to give any indication of their intended use for the capital.

    Here are some companies that Apple could buy with their cash (not exactly, I know, but it gives one some idea of the scope of their cash):

    Philip Morris

    The list goes on and on... and if they keep generating cash at the same rate they have been, soon they'll be able to buy Coca Cola, Bank of America, AT&T...

    They obviously aren't going to buy any if these companies (except maybe Disney?), but I'd like an explanation as to why they feel the need to keep enough cash on hand to do so.
    Jan 31 07:03 AM | 1 Like Like |Link to Comment
  • Software Trends Favor Google And Microsoft As Long-Term Plays In Mobile [View article]
    Wow, 2 articles in one morning. Apple must REALLY be doomed now.
    Jan 29 10:27 AM | 2 Likes Like |Link to Comment