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dieuwer

dieuwer
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  • The Case For A 300-500 Point Correction In The S&P 500 - And Still A 'Secular Bull' [View article]
    I am not necessairly finger-pointing at the author.

    Fact remains that with the advent of Facebook and other (social) media sites, everyone and their uncle can write whatever they want and spew their little opinions.
    The internet has made it harder, not easier, to find those that truly offer great insights.
    Jul 31, 2015. 06:37 PM | 1 Like Like |Link to Comment
  • The Case For A 300-500 Point Correction In The S&P 500 - And Still A 'Secular Bull' [View article]
    The biggest bubble of all are..."Financial Analysts". Those "know-alls" who can think they can spot bubbles and make clever predictions. Never mind that they are still toiling as writers and scrapping the bottom of the barrel.
    Jul 31, 2015. 05:11 PM | Likes Like |Link to Comment
  • Twitter Is A Cargo Cult Business [View article]
    The problem with Twitter is that is discriminates against new users.
    I recently created an account and my first tweets did not show up at all in any search. Why the hell should I continue to use it if I am "invisible"??
    Jul 30, 2015. 06:29 PM | Likes Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    The question is not if TWTR cannot grow, the question is "Why Does It Take So Long"??
    After two years, TWTR is still scraping the bottom of the barrel while FB (2 years after its IPO) is up about 100%.

    I think the difference is in the quality of management. The Twitter top are a bunch of morons enriching themselves at the expensive of the shareholder. The managers give themselves 35% of the float while bungling a conference call.
    If Twitter wants any hope of generating shareholder value, the top must go and a new CEO/CFO with a vision installed.
    Jul 29, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • Sale Of Allergan Generics To Teva Pharmaceuticals Adds Interesting Twist To Generic Drug Saga [View article]
    I'm looking at SeekingAlpha webpage for AGN.
    Jul 29, 2015. 12:53 PM | Likes Like |Link to Comment
  • PayPal: A Teenager's Perspective [View article]
    I would like to know where the author thinks the growth will come from?
    PayPal is pretty well known in the US right now and most if not all businesses accept it already.

    With respect to fees, PayPal charges a very high 2.9% + $0.30 per transaction. I can imagine merchants rather have someone pay with Visa or Mastercard (0.2%/transaction) than with PayPal.
    Competition eventually will lower the very high transaction fee, unless shoppers are willing to pay extra for the mobile experience.
    Jul 29, 2015. 12:44 PM | 2 Likes Like |Link to Comment
  • What's Really Causing Baidu So Much Trouble [View article]
    On top of that, QIHU has received a take-out offer for $77/share while BIDU has received none.
    Jul 29, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • Gilead Sciences beats by $0.44, beats on revenue [View news story]
    GILD is up 3% afterhours to about $117.
    Jul 28, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • Gilead Q2 top line up 27%; EPS up 33%; revenue guidance raised [View news story]
    A $160B market cap for GILD is nothing compared to $700B market cap of AAPL.
    Jul 28, 2015. 05:15 PM | 3 Likes Like |Link to Comment
  • Twitter beats estimates, issues solid guidance; shares jump (updated) [View news story]
    Twitter spends 35% of revenue on executive compensation:

    http://tinyurl.com/pf8...

    Speaking about crony companies and shareholder dilution. SEC should investigate.
    Jul 28, 2015. 05:08 PM | 8 Likes Like |Link to Comment
  • Gilead Sciences beats by $0.44, beats on revenue [View news story]
    With a forward P/E of just 10, GILD could easily double RIGHT NOW and still be relatively cheap compared to other biotech stocks.
    Jul 28, 2015. 05:05 PM | 3 Likes Like |Link to Comment
  • Gilead Q2 top line up 27%; EPS up 33%; revenue guidance raised [View news story]
    It is completely crazy this stock trades at a forward P/E of 10. GILD could double right now and it still would be relatively inexpensive compared to its peers.
    Jul 28, 2015. 05:02 PM | 5 Likes Like |Link to Comment
  • Allergan sets sights on more dealmaking [View news story]
    Why does AGN sport a negative EPS?
    Jul 28, 2015. 12:33 PM | Likes Like |Link to Comment
  • Industrials: How Market Illness Spreads [View article]
    I'm sure the strong dollar also has a detrimental influence on the Industrials.
    Jul 28, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • Sale Of Allergan Generics To Teva Pharmaceuticals Adds Interesting Twist To Generic Drug Saga [View article]
    Why does AGN have negative earnings and no P/E ratio??
    Jul 28, 2015. 10:23 AM | Likes Like |Link to Comment
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