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  • Morgan Stanley's Bull Case For Pandora: $20 A Share [View article]
    There are still people who believe Morgan Stanley? They forgot Case Groupon and Facebook? They were largely responsible for these scams people.
    Beyond that Morgan Stanley is unfeasible Pandora reaches $ 20, at least for now there is no basis.
    On the contrary, I still see this business model difficult and unlikely to bring profits
    Oct 1, 2012. 03:57 PM | 2 Likes Like |Link to Comment
  • Why Should You Buy Linkedin? [View article]
    This time I disagree with you.
    I think LinkedIn is today one of the most overvalued stocks there.
    ValaciĆ³n at $ 13B and I wonder if it's even half that ... so far not shown in numbers.
    Not as the market maintains these prices.
    Sep 20, 2012. 02:36 PM | 2 Likes Like |Link to Comment
  • Why Visa And MasterCard Are Still Good Buys [View article]
    I fully agree with your report.
    I am long in V. In fact buy at $ 62.70 and still I keep.
    This year in January, my target Visa range was $ 140, but looks set to be surpassed.
    As you say, it is a safe bet, who has no credit card today? few transactions for Visa in one day in the world? plenty of money, as I say, Visa is a money making machine.
    I maintain my Long position.-
    Sep 13, 2012. 08:32 AM | 2 Likes Like |Link to Comment
  • Groupon: What It's Done And What It Will Do [View article]
    There are several tips that indicate extreme punishment and ridicule to Groupon:

    - Are leaders in what they do.
    - The competition still can not get close and it's been a long time that they released the deals, LivingSocial, Google, Mastercard, etc.
    - Revenues will be higher than its current market valuation, incredible. You must count the cost of the brand name that is high and they were the first. Sure income after subtracting liabilities, but liabilities are being corrected as the sharp reduction in marketing spending.
    - Google offered $ 6B, they are not wrong where they put the eye.
    - Quarters 2012 far exceed those of 2011, earning net profit for the first time.

    $ 4.27 in Groupon is a ridiculous price, so how ridiculous AMZN at $ 260 or $ 150 CRM.
    These are things that the market should correct and improve, the punishment was excessive Groupon and this should improve from now.
    Sep 11, 2012. 08:51 AM | 2 Likes Like |Link to Comment
  • Mastercard And Visa Significantly Undervalued [View article]
    They are companies with perfect numbers are machines to make money. Obviously they are undervalued.
    I am Long V
    Sep 7, 2012. 10:45 AM | 2 Likes Like |Link to Comment
  • Time To Buy Netflix After A Significant Plunge? [View article]
    I think the drop in stocks does not justify it time to buy. The fall occurred because another measure seriously damages their business model, and I think that is a mortal wound, Netflix is no longer what it was, many companies do the same and the competition is already fierce, and Netflix seems not to find alternatives. Bad sign for the market.
    Sep 6, 2012. 08:37 AM | 2 Likes Like |Link to Comment
  • Can Merkel Save Germany? [View article]
    Germany save Germany
    Not so much who is in government, because that economy is a runaway train. Merkel is also a serious policy and very respectable. In if the Germans are very tidy people around.
    Aug 25, 2012. 11:35 AM | 2 Likes Like |Link to Comment
  • Facebook Is Compelling Me [View article]
    Given today with Facebook falling heavily on the lock-up expiration in more than 200 M shares would have to consider acquiring new shares in Facebook in December. Then in November will take place on lock-up final total of 1.15 B shares, that number will surely sink much prices. Only in December when all cards are drawn, there will surely be defined by entering the company, which gave hope to both Wall Street, disappointing in the same way on 18 May.
    Aug 16, 2012. 10:39 AM | 2 Likes Like |Link to Comment
  • Why RIM Is Still A Good Long-Term Pick [View article]
    It is important what is in the book value, but more importantly the feeling and the expectations that the market has for the company. And if expectations are precisely zero, because they are almost zero, so far this year there is something new RIMM, in almost all of 2011 also remained without any news, and the giant strides of competition make expectations RIMM are very few, so I still think a value of $ 5 for the shares, and sporadic rebounds, ability to generate operating profit for investors just short.
    Aug 2, 2012. 11:24 AM | 2 Likes Like |Link to Comment
  • 4 Stocks To Avoid Like The Plague And 1 Shining Star To Buy Now [View article]
    In part I agree with your report.
    I agree with what you say about Apple, Facebook and Zynga.

    Apple is a buy. It is a company that grows and innovates constantly. Has to be in long-term investment portfolio.

    Facebook does not talk too much, is still overvalued. At $ 24 we talk about Facebook.

    Zynga never liked, and no like to be as dependent as Facebook, which will be very difficult to reverse. I also think that its platform will never have the customer base that is thanks to Facebook inside. Those who do play in Facebook for being stuck in their accounts. Different is leaving Facebook, Zynga logged in and playing on the platform. Complicated!

    I do not agree with your analysis report of Groupon and Nokia.

    Nokia today has a very strong back that is Microsoft, which, I think they will not drop to Nokia. I think RIM is much worse off than Nokia, RIM has no releases for this year has a back nor so important as Microsoft.

    I disagree that Groupon seems to go to zero. I see the shares fall much speculation and exaggerated, excessive punishment.
    We have seen Groupon improve quarter after quarter, reaching a minimum profit last quarter. It expects a profit of $ 0.03 per share this quarter. Be cautious with this company, their growth can be amazing or zero.
    For society is a good tool, I use it often and never disappointed.
    Jul 19, 2012. 09:35 AM | 2 Likes Like |Link to Comment
  • Nokia Is Finnished: Prepare For Bankruptcy [View article]
    Finally we see today a very important technical rebound in the shares of Nokia. As I said in my post above, Nokia has a strong back to Microsoft. Yesterday announced the release of the new Windows 8 for Lumia cell line and that even today is good news for the rebound of the stock.
    Unlike RIM, Nokia has Microsoft, back strong. I insist on not believing the idea of bankruptcy of Nokia.-
    Jul 19, 2012. 09:12 AM | 2 Likes Like |Link to Comment
  • Why Goldman Sachs Is Worth $200 A Share [View article]
    GS is undervalued, but I do not agree on a level of $ 200.
    Can be justified as much a value of $ 150 per share.
    Jul 14, 2012. 12:19 PM | 2 Likes Like |Link to Comment
  • Valuing Research In Motion Using Sum-Of-The-Parts Analysis [View article]
    The issue is that the market enforces the shares by the expectations of the company, not the numbers presented or the numbers currently have.
    Having disappointed so many times, being so short of new RIM makes the floor quote and will surely continue, since the expectations are almost 0, hogging the market permanently Apple and Google, Samsung and now Microsoft wanting to stick their head.
    Jul 6, 2012. 09:34 AM | 2 Likes Like |Link to Comment
  • Research In Motion (RIMM -1.7%) makes new lows following Friday's post-FQ1 bloodletting, as an upgrade to Buy from Hudson Securities fails to help. Activist investor Jaguar Financial is stepping up its calls for a sale, and is also demanding the removal of CEO Thorsten Heins and half of RIM's board. Expect some fireworks at RIM's July 10 shareholder meeting.  [View news story]
    Yesterday typical dead cat bounce. Today probably back down and continue with the trend, with new annual low
    Jul 3, 2012. 09:22 AM | 2 Likes Like |Link to Comment
  • Can Green Mountain Hold $20? [View article]
    I believe that between $ 19.50 and $ 20 can generate a strong enough floor.
    I think that stock are oversold and are ready to bounce. Have fallen too.
    It seems a good price to buy ...
    Jun 27, 2012. 03:11 PM | 2 Likes Like |Link to Comment