Seeking Alpha

Malph

Malph
Send Message
View as an RSS Feed
View Malph's Comments BY TICKER:
Latest  |  Highest rated
  • ArcelorMittal: Why I Hold What I Hold [View article]
    I have been patient with Arcelor for over three years now... the eternal promise. I suppose the key for a higher stock price is a higher price of iron ore. “Patience is bitter, but its fruit is sweet.”
    Aug 5, 2014. 08:08 AM | 1 Like Like |Link to Comment
  • Amazon Is Not Worth Your Analytical Firepower [View article]
    You're right, and thanks in any case for bothering in writing this down.
    Jul 25, 2014. 02:17 PM | 9 Likes Like |Link to Comment
  • Oakmark's Bill Nygren Is Looking At Amazon's Valuation Incorrectly [View article]
    Interesting but nothing new in this article. The Amazon share is all about investors who believe it will bear fruits, and others who short because they believe it will not any soon. My personal believe is that penetration pricing may still be necessary in overseas markets but in the USA they should be able to rise prices while still being competitive.
    Jul 21, 2014. 07:48 AM | Likes Like |Link to Comment
  • Yahoo: Disappointing Q2 Results Suggest Turnaround Is Significantly Behind Schedule [View article]
    Same old story, Yahoo is so many things but still doesn't excel in any of them. O sorry, you think they have the best email system in the world? Well, how much ad revenues does that bring in? The only reason for maintaining your shares would be the value of AliBaba, but if that's the motivation then you better buy their stocks directly instead of investing your money in Yahoo's overhead costs.
    Jul 21, 2014. 04:07 AM | 4 Likes Like |Link to Comment
  • Internal Apple docs show advertising, growth concerns [View news story]
    Can someone certify the authenticity of this slideshow?
    Apr 7, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Cash Is King At Apple [View article]
    I fully agree, and I wonder why we still read the articles
    Apr 7, 2014. 07:58 AM | 2 Likes Like |Link to Comment
  • ArcelorMittal: Time To Buy The Turnaround [View article]
    Hope you're right. I bought MT stocks for that turnaround 2 years ago, so we'll just keep waiting. It will happen one day!
    After all, I think the turnaround won't depend on MT, but on the economic situation - and the Chinese economy.
    Apr 3, 2014. 12:00 PM | Likes Like |Link to Comment
  • Will Apple Ever Reach $700 Again? [View article]
    Why read this article when the answer is so simple: Apple will only become a growth stock again if it is able to deliver new and groundbreaking products. I am short on Apple until they proof contrary.
    Mar 13, 2014. 04:45 PM | 5 Likes Like |Link to Comment
  • CarPlay Has The Potential To Bring Long-Term Value To Apple [View article]
    I can only hope this is not the only new product category that will be released this year.
    Mar 6, 2014. 01:23 PM | 2 Likes Like |Link to Comment
  • Inditex Has Surged Sharply In 2012 (And It's From Europe) [View article]
    I think everyone can agree that Inditex is an excellent company. The question is whether the price is justified, which I sincerely doubt.
    Feb 18, 2014. 03:20 AM | Likes Like |Link to Comment
  • Icahn drops Apple buyback proposal [View news story]
    Icahn should have stayed in the circus where he belongs.
    Feb 10, 2014. 10:00 AM | 7 Likes Like |Link to Comment
  • Yahoo - The Right Time To Make A Move [View article]
    Very simple: Google excels in search, Yahoo doesn't excel in anything.
    Feb 10, 2014. 09:00 AM | Likes Like |Link to Comment
  • Yahoo - The Right Time To Make A Move [View article]
    Sorry but what actually is Yahoo!? A search engine? A portal? An Alibaba? An app provider? A photobook provider? A social network? A finance information provider? The problem of Yahoo! is that they are doing all that but they don't excel in any of those fields and it looks like Mayer isn't going to change that any soon... It's just like a restaurants that have a menu with 200 different plates... when you ask the waiter what they specialize in he will tell you that all plates are nice. But they don't excel in anything and clients will stay away after the first visit. Yahoo! is facing the same problem. Indeed, I am short on Yahoo!
    Feb 9, 2014. 06:44 AM | Likes Like |Link to Comment
  • Apple Takes A Page From BlackBerry [View article]
    "Confidence has found its way back into Apple (AAPL) after its recent earnings report pushed it down under $500 momentarily."

    ... Probably Apples buy-back program is pushing the stock higher now. I wish it was confidence. A bit higher and I will be selling.
    Feb 5, 2014. 01:55 PM | 4 Likes Like |Link to Comment
  • Buy ArcelorMittal On Improving Market Outlook, Strong Fundamentals [View article]
    Why do you dedicate only 1 line about MT's dependence on China's growth? As far as I understand, the growth of China will make or break MT shares. Please correct me if I am wrong.
    Feb 5, 2014. 05:05 AM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
58 Likes