Seeking Alpha

BTNelson33

BTNelson33
Send Message
View as an RSS Feed
View BTNelson33's Comments BY TICKER:
Latest  |  Highest rated
  • Why Starbucks Will Grow Too Much In Asia For The P/E-Ratio To Matter [View article]
    What would you consider to be a good entry point for new investor in Starbuck's? The stock was above $60 and trades just below $50.

    Thanks,
    Oct 3 10:45 AM | Likes Like |Link to Comment
  • Will Google Checkmate Apple With Motorola Move? [View article]
    Does Wall Street really know how to value Google? Seems like price per click is a "crude" unsophisticated method to value Google. It is much easier for the Street to value Apple - for better or worse.

    Your thoughts?
    Oct 3 10:25 AM | Likes Like |Link to Comment
  • Apple Insider Trading History: Interesting, In A Non-Obvious Way [View article]
    I personally didn't use Google Maps. I do use an Around Me App, which contains Google Maps. I'm more interested in upgrading from my iPhone 4 to the i5 on November 5th - when my Verizon two year contract is ready for upgrade. I'm really jazzed about using Siri along with the Maps program. There are so many ways around Google Maps - this is all media hype.
    Sep 26 09:37 AM | Likes Like |Link to Comment
  • Apple (AAPL) will ask Judge Koh to impose treble damages (over $3B) on Samsung (SSNLF.PK) in response to last month's huge jury win, "legal sources" (Samsung lawyers?) tell the Korea Times. A hearing regarding Apple's request could took place on Friday - Judge Koh has proven willing to grant many of Apple's requests before, during, and after the trial. [View news story]
    You can't handle the truth .... Design your own stuff loser.
    Sep 19 10:01 AM | 17 Likes Like |Link to Comment
  • Why Apple's iPhone Will Continue To Be Successful [View article]
    One addition, DoCoMo in Japan is another catalyst for iPhone 5. It's actually larger than Verizon. China Mobile sounds like a 2013 story. Long Apple since 4Q 2011 and delighted with returns!
    Sep 19 09:54 AM | Likes Like |Link to Comment
  • A Case For Bank Of America [View article]
    Obama and Turbo Tim won't let BOA raise the dividend. Management tried after the last stress test .... Too many legal issues - have to take care of trial attorneys you know?
    Sep 15 09:39 PM | Likes Like |Link to Comment
  • Apple: Stock Research Analysis [View article]
    Talk about the law of large numbers. I'm not sure CNBC could handle this analysis. The real test for Tim Cooke is bringing Apple TV from drawing board to market ...
    Sep 15 09:36 PM | Likes Like |Link to Comment
  • Apple: Pricing Policy, Pricing Power, And Profit [View article]
    Great article. Your analysis of Apple's pricing strategy makes perfect sense. The CNBC pundits miss Apple time and time again because they focus on unit metrics.

    Any news of how the new iPad has launched in China? It's been on the market for a little over a month. All the hype around iPhone 5 has taken attention away from this important launch.

    Thanks,
    Sep 3 09:50 AM | 3 Likes Like |Link to Comment
  • Apple Q3 Earnings Preview: Expect Strong Overseas Contribution; A Slight Pause Due To iPhone 5 [View article]
    One man's opinion - iPad sales will be huge this quarter (20+ million). I personally know so many business peers who's employer have provided them with an iPad. Some iPad 2 and others the new iPad. Apple iPad growth in the Enterprise space will be the standout in this quarters earnings report. It's having a negative impact on PC demand - we are already hearing about this from PC makers.
    Jul 18 09:25 AM | 2 Likes Like |Link to Comment
  • While some analysts are warning Apple (AAPL +0.7%) could report soft June quarter iPhone sales on July 24, Piper's Gene Munster believes a relatively healthy 28M-29M iPhones were sold in FQ3. Munster does expect Apple to guide for just 24M iPhone sales for FQ4, but thinks this is baked in. Cowen's Matthew Hoffman, who was right about FQ2 sales, is going out on a limb and predicting 5M next-gen iPhones will be sold in FQ4, allowing total sales to remain around 28M-29M.  [View news story]
    It appears to me that there are a significant number of catalysts lining up to move the stock forward post 3Q earnings 7/24: 1) iPad 3 launch in China 7/20 2) OSX 6 launch 7/25 and 3) 8/7 announcement for iPhone 5. Apple's 3Q is the first full quarter for iPad 3 sales. The enterprise space is growing rapidly and iPhone sales are going to exceed analysts projections because they get it wrong every time. Isn't this Tim Cooke's strength - production/channel management?
    Jul 16 12:25 PM | Likes Like |Link to Comment
  • Sanofi: Don't Ignore This Powerhouse [View article]
    Sanofi is a poorly run pharmaceutical company. The company has a bad relationship with the FDA. With the exception of vaccines, Sanofi has had one product approved by the FDA - Multaq for treatment of Atrial Fibrillation. Since launch, Multaq has received two serious FDA warning letters, the sales force was cut by 60% and many EP/Cards will not touch this product.

    How will Sanofi perform now that Plavix is generic, Lovenox has biosimilar competition and cancer drugs coming off patent? Employee morale is extremely low as management attempts to address issues. Sanofi announced this week the closing of R&D labs in France - 2,500 employees.

    Post Aventis merger, Sanofi management continues to run this once proud company into the ground. Strategic sales/marketing missteps, mishandled lawsuits and product after product rejected by the FDA will lead Sanofi shares lower. The stock has benefited recently by the weakening Euro. Fundamentally, Sanofi is a "sell" once currency tail winds cease.

    It's rather apparent why Sanofi CEO Chris Viehbacher didn't get the CEO position at GSK. In fact, Mr. Viehbacher will be in the market for an attorney as he is implicated in the recent $3B settlement with the US FDA. He's a smooth talker - but is errantly leading Sanofi away from it's core Pharmaceutical business. It's my humble opinion he will fail as the Sanofi CEO and will be replaced in the next 12-18 months.

    Sweet dreams Chris!
    Jul 15 04:44 PM | Likes Like |Link to Comment
  • Is Visa Worth $150 Per Share? [View article]
    How do you think Google, eBay and Apple entering the eCommerce space will impact companies like Visa, Mastercard and American Express?
    Jul 15 12:42 PM | Likes Like |Link to Comment
  • A Common-Sense Analysis Of iPhone Sales [View article]
    Kenn, your article makes a lot of sense. As an "n" of one family - my wife and I have an iPhone 4 - love it. I'm due for an upgrade in Nov - perfect timing for Xmas and a new iPhone 5. My son just graduated HS is May and was given an iPhone 4S for graduation. No, we didn't wait until Sept/Oct - just not remotely practical. My daughter turns 21 in August and yes, being an SA reader did consider waiting for Sept/Oct for iPhone 5 launch - but again it just isn't practical to wait. Both my children attend college and the iPhone 4S is their first smartphone, both have iPods and Mac Book Pro's. I don't think my family situation is all that much different than most. Based on my opinion your thesis is right on target. As a side note - I'm paying for all these Apple devices as a result of purchasing Apple April 430 calls in January before 1Q EA at $21.75 and selling at $118. Took profits and reinvested the next day with triple my position and made out nicely again - Here's to SA and staying updated. Thanks for your article!
    Jul 14 10:51 AM | 1 Like Like |Link to Comment
  • Likely Impact Of Apple Solving The Chinese iPad Problem [View article]
    Given Apple's new iPad manufacturing capacity, when would Apple launch iPad 3 in China? Could it be parallel launch with iPhone 5 in US? I would expect CNBC will hype the hell out Apple around Labor Day?
    Jul 2 11:09 AM | Likes Like |Link to Comment
  • Apple's Q4: Things To Look Forward To [View article]
    The biggest catalyst coming in Apple's 4Q is the launch of the iPhone 5. Apple celebrated the 5 year anniversary of the iPhone - 250 million iPhone's in 5 years. Can you imagine the # of iPhone 4 to iPhone 5 upgrades? This will be a huge catalyst going into the fall. All indications are a Sept/Oct launch. Based on supplier reports - I would say Sept this time around. Remember, the iPhone 4S was delayed into October - this hit the stock hard in 4Q 2011. I don't see Tim Cooke allowing that to happen this time around!
    Long Apple.
    Jun 29 09:42 AM | 1 Like Like |Link to Comment
COMMENTS STATS
92 Comments
171 Likes