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  • Amazon: Earnings Were Not Disappointing  [View article]
    Thank you for answering my question. I understand the complicated nature of the task of valuing a company that until now the trust from its investors particularly the idea that the growing trend can be converted one day into a profit.
    As you know, the retail business is price sensitive. Buyers will shift if Amazon stops subsidizing transportation costs and other items. Last quarter some losses were incurred by new Prime suscribers.
    I have seen many bubbles that are base on acts of faith, good narrative and high expectations. Amazon stock price even now seems very rich.
    Jan 31, 2016. 10:41 PM | 1 Like Like |Link to Comment
  • Amazon: Earnings Were Not Disappointing  [View article]
    PR and promises of eternal growth without profits have limits. Twenty years of little profits are already reaching a point that might prove that the model is not made to be profitable.

    A stampede of Prime and buyers will follow once Amazon stops subsidizing costs.

    Can you elaborate and explain why you think: "The stock remains with a rich valuation."
    Jan 31, 2016. 03:03 AM | 5 Likes Like |Link to Comment
  • Situation At Apple Might Be Similar To Microsoft At The Turn Of The Century  [View article]
    Unfortunately an unbalance and typical negative Apple bias. To have ignore the 40% margins and a loyal consumer base that no other company has, generating real income show a very narrow vision.

    To make the record straight, to say that Microsoft was successful in branching to cloud is correct, but the author failed badly in considering MS move to Mobil a success.
    Can @MarkMorelli explain??
    Jan 31, 2016. 02:02 AM | Likes Like |Link to Comment
  • Apple's Currency Index Turns A New Page In Its Financial Results  [View article]
    Great article, thank you @Dr. Duru
    Currency fluctuations and volatility are no new. We sooner or later will see a reverse trend and the Yen at 0.90 cents, not at 1.21 and a Euro at 1.35 and not at 1:08 per US$ What is new is the way Apple report it, making transparent this fluctuation.

    Will be interesting to see other companies with significant overseas operations like Amazon or Goggle, (now Alphabet) making their traditional opaque quarterly reports more transparent and copy another aspect of Apple culture.
    Jan 31, 2016. 12:01 AM | 5 Likes Like |Link to Comment
  • Apple: 'No Growth,' No Problem  [View article]
    Great headline and right note. I think growth based on trends should be less attractive than revenues, net profits and cash in the bank. But has not been the case

    In face of the wake-up call Amazon investors had today, many more will be focusing on reliable companies that generate real profits even with no growth,

    Apple is an over-analysed company with many haters, fueled by irrational thinking, ignorance or pure bad faith.

    As a contrast, Amazon is certainly under-reported, in general, and the press has given it a pass following the tired mantra: "focusing on growth and investment instead of profits, and earnings."
    These kind old feed headlines have helped Amazon stock to rise to absurd levels.

    Compared with Apple weak growth prospects, the future of iCloud services margins and needed investment to keep Amazon AWS is uncertain at best in a very competitive sector with big players including Microsoft and Google.
    Jan 28, 2016. 08:37 PM | 2 Likes Like |Link to Comment
  • Apple: Hitting An Inflection Point With Diverging Fundamentals And Share Price  [View article]
    Clearly long. Rational investment in profit making and vas vs risky Growth and profitless or puny profits relative to stock price.

    We start to see some irrationally fading out. Just starting.
    Jan 28, 2016. 02:51 AM | 1 Like Like |Link to Comment
  • Will Apple Disprove The Supply Chain Rumors?  [View article]
    Even with some correction, the market and analyst express strong preference for profitless growth over profits. That is a reason Apple selling 70-75 million iPhones with 38% margin is dismiss and even taken as a negative if there is no growth in numbers.

    Irrationally that soon will have to be review an focus on real profits and cash instead of elusive future growth an no o puny profits.

    Long term investors will hold even if there is a downtrend
    Jan 25, 2016. 07:50 PM | 2 Likes Like |Link to Comment
  • Apple: One Quarter Doesn't Make A Difference  [View article]
    Great advice, especially now that soon we will continue to move from Growth stock to Profits and cash rich companies.

    Apple is unique with a great pile of cash. Good acquisitions can be expected once those inflated "growth" profitless companies became affordable and interesting.

    In this era cash is king and Apple continues to generate it, even if the rate slows.
    Jan 25, 2016. 03:28 PM | 7 Likes Like |Link to Comment
  • Apple closes up 5.3% as markets jump; new 4" iPhone report arrives  [View news story]
    Maria, Apple is a long term investment with lot of noise from unsustained rumors and comments that show ignorance or simply bad faith.

    This is not new in Apple, detractors have existed almost from its inception.

    We are still in an irrational market, therefore don't expect to much in terms of positive commentaries. Negativity will prevail, even if 45 million+ iPhones are sold and cash continues to pile.
    Jan 22, 2016. 06:49 PM | 2 Likes Like |Link to Comment
  • Apple: China Telecom Data Points To Strong iPhone December Quarter  [View article]
    Fully agree @papita, Apple is over analysed-discussed and Google and Amazon under analysed-discussed.

    Things will change, the economic impact of European new rules on Google, litigation costs, etc, will soon be shown in Google next Q.
    Jan 22, 2016. 06:34 PM | 1 Like Like |Link to Comment
  • Apple: China Telecom Data Points To Strong iPhone December Quarter  [View article]
    Great comments that contradicts ignorance, prejudice, self deception, or plain bad faith that has characterized some of the bad press Apple has. The numbers in terms of sales unit,, margins and profits are real.

    Compared with profits, growth rate is measure that tend to overvalue or undervalue stocks as is the case of Apple.
    Jan 22, 2016. 04:48 PM | 4 Likes Like |Link to Comment
  • The Key To Holding Microsoft Stock  [View article]
    @Dana, How this move with the implications you mentioned will affect the most trumpeted iCloud Amazon provide??
    Jan 21, 2016. 12:33 PM | Likes Like |Link to Comment
  • Apple opens first European iOS App Development Center, plans more openings  [View news story]
    Boring and expect from 6034700 comment. Out of touch or simply bias
    Jan 21, 2016. 12:30 PM | 1 Like Like |Link to Comment
  • Amazon reports strong third-party sales, FBA, and sponsored ad metrics  [View news story]
    How about profits
    Jan 13, 2016. 11:33 AM | Likes Like |Link to Comment
  • Apple Music now has more than 10M subscribers  [View news story]
    Amazon will kill to have that kind of revenues.
    Jan 10, 2016. 03:45 PM | 7 Likes Like |Link to Comment
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