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  • Netflix: Asking Key Questions For 2014  [View article]
    Bill, during last CC, there were many discussions on lessons learned on international expansion. These include (1) broadband penetration (2) market size (3) ease of payment (4) contents. It's obvious to me the company wants to expand to another English speaking market so it could reuse the library. Given this and other three factors, I think next international market will be Australia and New Zealand. This will be positive to the stock I believe.
    Nov 19, 2013. 09:28 PM | 1 Like Like |Link to Comment
  • Shares of Intuitive Surgical (ISRG) get slammed in the post-session after warning of a big miss in Q2, with sales expected 8.8% below the $630M projected by analysts. The company blames reduced hospital admissions and insurance companies that are "encouraging conservative management and treatment in out patient settings." Shares -11.6% AH.  [View news story]
    is 425 a decent support?
    Jul 8, 2013. 10:35 PM | Likes Like |Link to Comment
  • David Einhorn likes Apple's (AAPL) feisty share buyback : "We applaud Apple's decision to borrow money and return excess capital to shareholders, an idea that was off the table only months ago. This positive development represents a more shareholder friendly capital allocation policy and demonstrates the conviction of Apple's management and board in the Company's future."  [View news story]
    Well said David! The dividend and buyback is impossible under Jobs. They show confidence in company's products in pipeline. Good time to buy.
    Apr 23, 2013. 07:45 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away.  [View news story]
    Brooklyn actually proved AAPL is cheap at $390!
    Apr 21, 2013. 10:47 PM | Likes Like |Link to Comment
  • Apple: Is It Finally Time To Buy?  [View article]
    PV, here is another tidbit.

    Apr 2, 2013. 11:24 PM | Likes Like |Link to Comment
  • Apple: Is It Finally Time To Buy?  [View article]
    "No Catalysts On The Horizon"?

    How do you define catalysts?

    A deal with China Mobile?
    A low-price iphone?
    Break into India market?
    Dividend hike?
    Meaningful buy-back?
    Even placement of shareholder friendly board members?
    A bendable iphone?

    Any of these could cause the stock to rise 50 pts or more. Are they catalysts to you?
    Apr 1, 2013. 11:42 PM | Likes Like |Link to Comment
  • Apple: Is It Finally Time To Buy?  [View article]
    Well, Apple's record earnings and gm were achieved when the price of flash memory's price dived like 15% q/q or 35-40% y/y. However in the last two quarters or so, the price of flash rose thanks to rational balance of supply vs demand (note Samsung is a big supplier so they might played the game strategically to squeeze apple's margin) and the expanded usage of flash as static hard drives.

    So to disrupt the cartel's control of flash market, as the biggest user of flash memory, apple should control it's own destiny by acquiring a flash company.
    Apr 1, 2013. 11:07 PM | Likes Like |Link to Comment
  • Apple: Is It Finally Time To Buy?  [View article]
    What about apple acquires sandisk?
    Apr 1, 2013. 09:38 PM | Likes Like |Link to Comment
  • Intuitive Surgical: Short-Term Turbulence, Long-Term Growth  [View article]
    When Citron attacked ISRG, I did not think it's a big deal. But when Breeden published his statements, I thought the stocks will be a dog for a while. dvH is about 47% of total procedures last quarter and it's growing 25% yoy. This growth will decelerate and even stall. The loss of this growth driver is hard to replace especially ISRG just lost dvP. Procedure growth will be slower and system sales will be hard as regulators scrutinize and utilizations go down.

    Insiders know better. Chairman have been selling shares like there is no tomorrow. Chief legal officer sold out his positions. The $1B buy back looks like a smoking gun (they only have $1.3B cash and some of them are off-shore). Is this a chance for the insiders to dump more? I definitely want to see some insider buys before I get back to this stock.
    Apr 1, 2013. 09:22 PM | 1 Like Like |Link to Comment
  • Why Apple Should Ignore Its Shareholders  [View article]
    I do not agree with your main point that apple should ignore wallstreet's concerns. Remember most shareholders do not have the knowledge and capacity to monitor the company and they delegate WS elites including highly-paid analysts and activists to enhance shareholder values for them. In another word, WS's concerns represent shareholders' concerns.
    Feb 12, 2013. 09:43 AM | 1 Like Like |Link to Comment
  • A Strategy For Playing This Week's Apple Earnings  [View article]
    RSI is not new low. Neither is macd. Bullish signal?
    Jan 21, 2013. 09:52 PM | Likes Like |Link to Comment
  • Risk Of 'Double-Rip' On The Rise  [View article]
    I do not know why the author is bullish after reading this piece. As a record, i have been bullish for last 4 years. So what?
    Jan 20, 2013. 07:20 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) -1% after Deutsche's Japanese team writes supply chain activity suggests a 30%+ Q/Q drop in iPhone 5 production for the March quarter. UBS, Jefferies, and others have already cautioned iPhone production is set to fall sharply this quarter, thus some bad news on this front appears to be baked in. CRUS -1.2%[View news story]
    The key is "independent". Lot of times we are seeing the following - one analyst, presumably one with a good record, publishes a report to either upgrade or downgrade a stock because of his check. Within a few days, definitely less than a week, 2 or 3 analysts will publish similar reports citing their own checks. This is yet followed by more analysts. A good example is before google eps last quarter, one after another and yet another analyst upgraded the stock citing their findings that mobile CPC would be higher. Ummmm, we all knew now ....

    Some analysts, especially the ones at firms without resources to perform research, are copying others' reports. They need to publish something to make themselves productive. We need to ignore these "independent " reports.
    Jan 5, 2013. 01:30 AM | Likes Like |Link to Comment
  • Intuitive Surgical Is Surging With Fundamental Supports  [View article]
    I checked last quarter´s cc. Actually more than 50% of system sales are to existing customers: 79 of the 155 systems installed during the quarter represented repeat system sales to existing customers.

    Obviously these hospitals have no pressure to buy another one da vinci machine unless they see values.
    Dec 26, 2012. 10:33 PM | 1 Like Like |Link to Comment
  • Intuitive Surgical Is Surging With Fundamental Supports  [View article]
    Is the company in a quiet period? Citron likes to hit its target in such time when the company is not able to rebuff. Most law suits mentioned in report are pretty much facts. But one big argument against isrg is its high pressure marketing strategies such as if you do not embrace the machine you will lose market share. However I noticed that return system business accounts for more than one third of their system placement speaking from my memory. Certainly hospitals already have a da vichi machine does not have pressure to buy another one, right?

    Dec 20, 2012. 08:19 PM | 1 Like Like |Link to Comment