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efuji

efuji
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  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    B9...hindsight is 20 20 as usual
    Feb 25, 2015. 04:08 PM | Likes Like |Link to Comment
  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    you can withdraw your original investment in the Roth.
    Feb 25, 2015. 03:24 AM | Likes Like |Link to Comment
  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    c
    Feb 25, 2015. 03:20 AM | Likes Like |Link to Comment
  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    There seems to be an amazing amount of ignorance displayed within this thread. I do not mean stupidity, just a lot of misunderstanding. Still, I appreciate many of the comments and I suggest that this Yahoo/Alibaba situation is the closest thing to a sure thing investment opportunity available. Especially if you can hedge the possibility of Alibaba losses (before the deal is completed) with options. Doing it within an IRA can eliminate any tax complications too.

    BTW the Softbank/Alibaba Situation looks even better except that hedging with options is less available.

    An additional factor may be Alipay. Jack Ma "took" Alipay out of Alibaba without a clear agreement with Yahoo and Softbank and there is a fuzzy agreement to eventually compensate Yahoo and Softbank later (?).
    Feb 24, 2015. 10:09 PM | 1 Like Like |Link to Comment
  • What Yahoo Investors Should Expect In 2015 And 2016 From The Stock [View article]
    What if you own the yahoo shares within a Roth IRA Account? No taxes. Buy Yahoo before the spin off. Sell the Spinco immediately for a short term capital gain. Still no taxes. You can withdraw the cash from the Roth with no taxes. Near the time of the Spin off there should be a tax arbitrage opportunity for Roth Holders.
    Feb 21, 2015. 03:26 PM | 3 Likes Like |Link to Comment
  • Icahn publishes new Apple letter; shares near $125 [View news story]
    Sqsaw
    Feb 13, 2015. 11:03 AM | Likes Like |Link to Comment
  • Icahn publishes new Apple letter; shares near $125 [View news story]
    saw
    Feb 11, 2015. 04:08 PM | 3 Likes Like |Link to Comment
  • Icahn publishes new Apple letter; shares near $125 [View news story]
    t
    Feb 11, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • WSJ: Softbank Overvalued by 20% (SFTBF) [View article]
    Brilliant analysis (not!). One item in Softbank's investment portfolio is currently worth more than the entire market cap of Softbank and that is the 34% ownership of Alibaba. Is LOL a proper response to any comment on how Softbank is overvalued by 20%? Should the WSJ Author be issuing an apology to any investor who acted in response to this ridiculous article? efujieeeeeeeeeeeee
    Nov 24, 2014. 02:34 PM | Likes Like |Link to Comment
  • Alibaba challenges Baidu/Qihoo with UCWeb; Q1 results reportedly on tap [View news story]
    Alibaba should buy YHOO. A pure stock deal would be a steal if it took 30% of the entire Alibaba float since they would be acquiring the 22% share of Aibaba that is currently owned by YHOO plus the major stake in Yahoo-Japan. The rest of Yahoo would be basically free including the Yahoo Search business (as small as it is). Combining Yahoo Search in the US and the other search functions in China (and Japan?) could be interesting since Google is effectively barred from China. Any downside to this possibility?
    Jun 11, 2014. 06:58 PM | 2 Likes Like |Link to Comment
  • Icahn sent letter to Tim Cook, reportedly makes "pledge" [View news story]
    Carl understands the financials, but probably almost nothing about the products and/or technology. Tim Cook's strategy seems right on, especially with regard to timing for the long term stock price management. He is trying to avoid boom and bust and holding out for a steady long term rise in the stock valuation. The timing of the DOCOMO deal was brilliant if a China Mobile deal can be announced for the end of 2013 or early 2014. Holding off on multiple screen sizes for the iPhone 6 until next year also seems like a good strategy. I suppose the public will be impressed with just a bigger screen, but that is technologically trivial and may wind up partly cannibalizing the iPad mini. Could there be a market for just a big screen that is connected to the small screen iPhone via bluetooth Could? such a device be relatively cheap? could there be a very small screen iPhone that had a retro flip phone form factor to be used with a bigger bluetooth screen? Such a bluetooth (or other wireless system) for a big high quality screen would cannibalize the tablets, but might be total cost attractive.
    Oct 23, 2013. 06:00 PM | Likes Like |Link to Comment
  • Icahn sent letter to Tim Cook, reportedly makes "pledge" [View news story]
    Carl understands the financials, but probably almost nothing about the products and/or technology. Tim Cook's strategy seems right on, especially with regard to timing for the long term stock price management. He is trying to avoid boom and bust and holding out for a steady long term rise in the stock valuation. The timing of the DOCOMO deal was brilliant if a China Mobile deal can be announced for the end of 2013 or early 2014. Holding off on multiple screen sizes for the iPhone 6 until next year also seems like a good strategy. I suppose the public will be impressed with just a bigger screen, but that is technologically trivial and may wind up partly cannibalizing the iPad mini. Could there be a market for just a big screen that is connected to the small screen iPhone via bluetooth Could? such a device be relatively cheap? could there be a very small screen iPhone that had a retro flip phone form factor to be used with a bigger bluetooth screen? Such a bluetooth (or other wireless system) for a big high quality screen would cannibalize the tablets, but might be total cost attractive.
    Oct 23, 2013. 06:00 PM | 2 Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    Apple has the freedom to offer rebates, discounts, and even price cuts at any time and in any amounts. Price increases are harder. The criticism I have is the reluctance to provide other display sizes. I also wished that they had a flip phone with a small screen and limited capability that could introduce people to the Apple ecosystem in a clearly limited way. Blackberry tried that with a poor quality flip phone version, but Apple should provide reliable functionality even at a premium price.
    Sep 15, 2013. 11:19 PM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) 9to5 Mac reports iOS 7's Jony Ive-designed UI has shed "all signs of gloss, shine, and skeumorphism." The WSJ reported something similar in March. 9to5 also reports iOS 7 sports new icons, toolbars, and tab bars.  2) OS X 10.9 (Cabernet) will reportedly feature an improved Finder app and possibly iOS-like multitasking and app-pausing features. 3) ISI's Brian Marshall claims he "got cold feet" when going to buy a Galaxy S4, due to 6 years of relying on Apple's "flypaper-like" ecosystem. "In the tech industry, one of the most under-valued assets ... is the stickiness of an installed base." But he still considers a bigger iPhone a must. [View news story]
    Is the Apple TV going to come out in the one perfect size? The larger screened iPhone is an obvious no-brainer. Only a total idiot would not produce a larger screened iPhone. I have been suggesting multiple screen sizes as well as even a flip iPhone. Why not?
    Apr 30, 2013. 03:22 AM | 1 Like Like |Link to Comment
  • How Should Apple Use Its Cash? [View article]
    Buying up small companies that have high profit margins may be a good way to prop up the bottom line, but it also permits Apple to find and identify technical talent and creativity. That could ultimately be more useful than the purely financial considerations.

    The other major advantage that Apple's money bestows is an unlimited ability to fund any R&D that may prove useful. Most companies have financial restraints imposed by a limited amount of available cash. I sense that Apple may be suffering from a shortage of new ideas to research and/or develop. That would be sad if such a lack of ideas from the in house technical experts is limiting Apple's R&D.
    Apr 25, 2013. 08:21 PM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
15 Likes