Seeking Alpha

Z91

Z91
Send Message
View as an RSS Feed
View Z91's Comments BY TICKER:
Latest  |  Highest rated
  • It's the Charlie Munger show at Daily Journal annual meeting [View news story]
    "So put me down as saying I’ve always been afraid of the guy whose IQ is 190 and he thinks it’s 250"

    who does the "he" refers to Charlie or Elon Musk ?
    Sep 11, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2008. 03:11 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
11 Comments
11 Likes