Excellent article. I´m from Argentina and I agree in all. To speak easily and quickly, the government survived 10 years thanks to the international price of soybeans, that keeps standing in the economy. But everything is falling apart internally, populist measures mixed with corruption is lethal. This government is one of worst in the history of Argentina. They are a mixture of donkeys, corrupt and arrogant and spoil everything expropriate finish YPF, insurance company will not know how to manage and will surely bring more losses to the state.
OK. But this shares trade 153.03 times P/E. Unacceptable! This very overvalued. We should see a price at $ 70 to make a buy healthy. $107 / $115 it is very difficult, there is no margin to continue to rise.
Here's Why Pandora Will Reach $56 Per Share [View article]
No offense, I think this author is crazy. $ 56? a company that fails one real benefit that a business is fraught with illegality and overwhelming competition? I think Pandora will never be truly profitable. And if Apple confirms its online radio output, if there will be a death sentence for Pandora, which largely depends on users iTunes. In February, when these shares were trading at $ 16 I call a SELL, according to my analysis of these shares should not be above $ 9 and so we are, these shares are becoming less attractive. P will say that $ 56 is like saying that Groupon go to $80 or Zynga $50. There is really no basis and will not
Good report, but made a mistake. Has not included Visa in the companies that matter, a leader, an example of win-win and that will not stop growing, given the spectacular growth of payments through credit cards. The cash is used increasingly less. So, to me, Visa would be the number 21.
Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
This comment is absolutely useless, unless you explain in numbers, that Groupon should be worth $ 1.50 instead of $ 10. There is no basis for these shares to be either $ 5 or $ 1.50. Watch the basics and then talk.
Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
Excellent article! You have given all the guidelines that demonstrate how the market does not understand Groupon and its business model. I have said many times that the company is still young to judge as fast as the market is doing, making ridiculous levels hit at $ 4. And scammers as Sena, Evercore, called to a level of $ 3, really baseless. I think all the bad news was discounted, the day of the arrival of Q2, when the stock marked $ 7.55. Any loss that ensued after Q2 was exaggerated and ridiculous, because now if Groupon first demonstrated to be profitable, with positive outcome ... that is the most important. Everything bad was already discounted, since Q2 before the shares had already lost 63% of its value, it is little? I think not. Hopefully left alone to this company and to be let grow, leaders in business, competition is not getting good results, they will remain the leaders. Clearly this stock is a BUY I am Long GRPN
Intel At $23 - Strong Value Or Value Trap? [View article]
I think it was good value. Unlike other recently punished HPQ or DELL, hard hit by competition (AAPL), Intel's case is very different, they are leaders in their product away and no threat of strong competition appears. I think the fall is almost over.
How strange a bear within Apple. Unfortunately I haven´t shares of Apple, but I think it still has a journey. In January I said that the annual target was $ 720, but it seems to have more momentum. Apple constantly innovating and we are waiting for new announcements that will capitalize on record demand that this company has. The ideal level of $ 1,000 is not so crazy, in 2013. Just a drop in sales can make this stop fierce bull his way, which does not seem likely to occur in the short / medium term.
Yes, there are several reports that the shares will continue to fall. I read a very good report on Marketwatch.com where they explain very well because FB should be worth $ 13.80 per share. So here we wait to see if it ... Although there is still a long way.
Research In Motion At Waterloo: Prepare For Bankruptcy [View article]
Since January claiming that RIM will come straight to bankruptcy. In the company lack of ideas, time is very important and they wasted, while competition and takes advantage of new products, it ends up in serious trouble putting RIM, in the directory, are a group of donkeys, and RIM collapse . I keep my short term outlook of $ 5, and the trend is down. SELL RIMM, like I said when it comes to SA in January.
Facebook (FB) falls through $38 in premarket trade, -2.7% to $37.20. Have the underwriters - who unleashed incredible firepower to hold $38 on Friday - gotten to their desks yet? [View news story]
obviously was something that would happen, after reaching the ridiculous valuation of $ 104B
Should Pandora Steal The Sirius XM / Springsteen Idea? [View article]
I said last week, Pandora is not a good option. Today touch $9.03, minimum. The business model not convincing. For me is a Sell. SIRI is a better option where we see the shares consolidated in the lasts weeks.
It's Time To Believe In RIM And The BlackBerry Again [View article]
Not much to excite up yesterday. I think that recovery is not sustainable and will soon return to falls. I think the numbers from Thursday serve only to confirm the slow decline of the company
Argentina's Wasted Chances [View article]
I´m from Argentina and I agree in all.
To speak easily and quickly, the government survived 10 years thanks to the international price of soybeans, that keeps standing in the economy. But everything is falling apart internally, populist measures mixed with corruption is lethal. This government is one of worst in the history of Argentina. They are a mixture of donkeys, corrupt and arrogant and spoil everything expropriate finish YPF, insurance company will not know how to manage and will surely bring more losses to the state.
Why LinkedIn Is Here To Stay [View article]
Visa (V): FQ2 EPS of $1.92 beats by $0.11. Revenue of $3B (+15% Y/Y) beats by $150M. Shares +2.7% AH. (PR) [View news story]
Grear quarter
I continue long V
Here's Why Pandora Will Reach $56 Per Share [View article]
In February, when these shares were trading at $ 16 I call a SELL, according to my analysis of these shares should not be above $ 9 and so we are, these shares are becoming less attractive.
P will say that $ 56 is like saying that Groupon go to $80 or Zynga $50.
There is really no basis and will not
The Only 20 Companies That Matter [View article]
So, to me, Visa would be the number 21.
Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
Groupon: Why This Misunderstood Company Is A Buy Near $5 [View article]
You have given all the guidelines that demonstrate how the market does not understand Groupon and its business model.
I have said many times that the company is still young to judge as fast as the market is doing, making ridiculous levels hit at $ 4.
And scammers as Sena, Evercore, called to a level of $ 3, really baseless.
I think all the bad news was discounted, the day of the arrival of Q2, when the stock marked $ 7.55. Any loss that ensued after Q2 was exaggerated and ridiculous, because now if Groupon first demonstrated to be profitable, with positive outcome ... that is the most important. Everything bad was already discounted, since Q2 before the shares had already lost 63% of its value, it is little? I think not.
Hopefully left alone to this company and to be let grow, leaders in business, competition is not getting good results, they will remain the leaders. Clearly this stock is a BUY
I am Long GRPN
Intel At $23 - Strong Value Or Value Trap? [View article]
Unlike other recently punished HPQ or DELL, hard hit by competition (AAPL), Intel's case is very different, they are leaders in their product away and no threat of strong competition appears.
I think the fall is almost over.
Apple: Take The Money And Run [View article]
Unfortunately I haven´t shares of Apple, but I think it still has a journey. In January I said that the annual target was $ 720, but it seems to have more momentum.
Apple constantly innovating and we are waiting for new announcements that will capitalize on record demand that this company has.
The ideal level of $ 1,000 is not so crazy, in 2013.
Just a drop in sales can make this stop fierce bull his way, which does not seem likely to occur in the short / medium term.
Wait To Buy Facebook At $22.50 [View article]
I read a very good report on Marketwatch.com where they explain very well because FB should be worth $ 13.80 per share. So here we wait to see if it ... Although there is still a long way.
Research In Motion At Waterloo: Prepare For Bankruptcy [View article]
In the company lack of ideas, time is very important and they wasted, while competition and takes advantage of new products, it ends up in serious trouble putting RIM, in the directory, are a group of donkeys, and RIM collapse .
I keep my short term outlook of $ 5, and the trend is down.
SELL RIMM, like I said when it comes to SA in January.
Facebook (FB) falls through $38 in premarket trade, -2.7% to $37.20. Have the underwriters - who unleashed incredible firepower to hold $38 on Friday - gotten to their desks yet? [View news story]
Is The Stock Rally Over? [View article]
If the disappointing Q1 will surely see the bears on Wall Street landing.
Should Pandora Steal The Sirius XM / Springsteen Idea? [View article]
SIRI is a better option where we see the shares consolidated in the lasts weeks.
It's Time To Believe In RIM And The BlackBerry Again [View article]