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Time4Pizza

Time4Pizza
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  • Christian Dior: A Better Way To Invest In Louis Vuitton [View article]
    If markets were perfectly efficient there would be no point in SPECULATING. Investing however would still be useful based on the premise that a company's true value will grow over time, thus increasing the price of their fairly valued shares.
    Oct 25, 2013. 08:59 AM | Likes Like |Link to Comment
  • More Apple (AAPL +0.7%) news: 1) Citing an online ad exec, BI reports Apple is thinking of launching a mobile ad exchange (would send targeted ads based on activity on other sites/apps) to complement existing iAd offerings. Millennial Media (MM) and Google already compete here, and Facebook is thinking of jumping in. 2) Detwiler Fenton says checks indicate "North American iPhone sales remain resilient" in spite of the Galaxy S4 launch. Detwiler expects 30M iPhone sales worldwide in the June quarter, and sees new seller T-Mobile USA (TMUS) moving 1M units. The iPhone's share has been holding up stronger in the U.S. than in international markets. (earlier[View news story]
    Nope. According to the bears it IS going out of business. Haven't you heard, they can no longer innovate, their margins are shrinking, and a reasonable P/E ratio for them is 2.
    May 31, 2013. 02:47 PM | 5 Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    So the stock will decline another 25-30%... putting the dividend yield at roughly 4%? Doubtful.

    At least say it going to move sideways/not go up. In one of the strongest bull markets we have seen in very long time a flagship blue chip stock, with one of the highest revenue streams in the entire world (if not thee highest), is going to drop to around a 7.0 P/E ratio and a 4% yield... OK. BOLD prediction to say the least. Load up on those puts my friend.
    May 28, 2013. 04:31 PM | Likes Like |Link to Comment
  • Apple: It's Time To Move On [View article]
    I don't particularly understand why there is no talk about valuation in this article. Yes yes, Apple is being attacked on all sides. But it is also rocking a 10.xx P/E ratio in market that is red hot. That is called cheap my friends.

    You cannot just discuss the future of the company in a vacuum. The exact same article could have been written is the shares were selling for $100 with the exact same conclusion because at no point is the current share price discussed.

    Say what you want about Apple and its business model/products/competi... When one of the greatest companies in the world is selling for a 10 ratio in a bull market like this it is a bargain.
    May 28, 2013. 10:32 AM | Likes Like |Link to Comment
  • Why Does Anyone Listen To Conservative Economists Anymore? [View article]
    Well put sir.
    Apr 22, 2013. 05:29 PM | 3 Likes Like |Link to Comment
  • How Groupon Generated 6,352% Returns For Private Shareholders [View article]
    You are absolutely right, recipe for disaster. How can you call that a business model? Groupon gets a cut of merchants selling their goods at a discount. It creates nothing, yet takes a profit.

    Again, someone needs to explain how that works. It's all very reminiscent of the derivative collapse. People say, "here is how it works..." But when you really think about it there is no product or service behind it. If you can't intuitively grasp what is being offered something is radically wrong.
    Jan 3, 2012. 02:49 PM | Likes Like |Link to Comment
  • How Groupon Generated 6,352% Returns For Private Shareholders [View article]
    Does anyone even understand Groupon's business model? They don't even have a product you can point to and say, "Here, this is how they make money."

    Furthermore, as a 29 year old man I can say with certainty no young guy even knows what Groupon is. Come to think of it, no one I know has ever even used Groupon, and I live in Northern New Jersey. I fall into some key demographics, and so do the people I know, and I have never heard Groupon uttered by a single person.

    How is this company valued at billions of dollars? It's all smoke and mirrors, and I frankly am stunned that people have dumped so much money into a company where no one can clearly elucidate its business model.
    Jan 3, 2012. 09:47 AM | 1 Like Like |Link to Comment
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