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Z91

Z91
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  • This week a number of high-profile investment managers will gather at the Ira Sohn Investment Conference in NYC. What to watch: 1) Shares of Lululemon (LULU -2%) are already a bit skittish as rumors up crop up that a short seller will present his or her thesis on the retailer. 2) Bill Ackman is expected to give a lift to J.C. Penney (JCP -0.9%) and back the recent moves by the company. 3) David Einhorn will have to revisit Chiptole (CMG +1.7%) after shares rose ~30% since his attempted "nosebleed valuation" takedown of the restaurant operator. Will Einhorn double-down on his short bet? [View news story]
    Einhorn will present about long Apple. his biggest long position
    May 6 01:45 PM | Likes Like |Link to Comment
  • Foxconn parent Hon Hai (HNHAF.PK), which is believed to get 60%-70% of its revenue from Apple (AAPL +1.2%), reported a 19% Y/Y drop in calendar Q1 sales to $27B. KGI Securities: "A quarterly decline was expected, but not a yearly decline ... This shows that Hon Hai's revenue depends too much on Apple, and iPhone orders corrected more than expected." Nonetheless, Apple is following the tech sector higher, a possible sign a weak Q1 is priced in. [View news story]
    it could be because weakness in PC sales...they make PC's for HP right
    Apr 10 11:37 AM | 2 Likes Like |Link to Comment
  • Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
    I think he just downgraded to keep the apple from shooting up quickly...so his buddies could keep buying
    Mar 12 09:53 AM | 3 Likes Like |Link to Comment
  • Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
    Quote from prem watsa
    "And please note, 1.8 billion cell phones are sold worldwide annually, and of the 6 billion cell phones in the world, only 1 billion are smart phones."

    Apple still has lot of room to grow....
    Mar 12 09:52 AM | 2 Likes Like |Link to Comment
  • "High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday[View news story]
    Mortonk,

    where did you find that apple set side money for taxes ?
    Jan 25 06:01 PM | Likes Like |Link to Comment
  • Why We're Still Buying Skechers Stock [View article]
    hi Greg,

    Congrats on being correct about SKX. I think it is time you update us about your views. thank you for making us $$$
    May 1 02:34 AM | 1 Like Like |Link to Comment
  • Updated Price Targets, Ratings: Beazer, Dr. Pepper, Gamestop, Heineken, Skechers [View article]
    are u still sticking with your price target of 8 for SKX
    May 1 02:25 AM | Likes Like |Link to Comment
  • Updated Price Targets, Ratings: Beazer, Dr. Pepper, Gamestop, Heineken, Skechers [View article]
    can wee see your analysis for SKX
    Apr 4 02:52 AM | Likes Like |Link to Comment
  • Updated Price Targets, Ratings: Beazer, Dr. Pepper, Gamestop, Heineken, Skechers [View article]
    how stupid ? you have a buy rating on GME and sell on SKX. why dont you beg for money
    Apr 3 03:00 PM | Likes Like |Link to Comment
  • Bill Ackman's Investment Thesis: Wendy's [View article]
    why is it trading at $4+ when he says it is worth $35 per share
    Dec 12 03:11 PM | 2 Likes Like |Link to Comment
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