Amazon Stock At $300 Or $245 In The Next 3 Months: Which Is More Likely? [View article]
I feel sorry for you if you own a lot of Apple. The last innovated product is 4 years old. For the past 4 yrs, they are just doing treaking with the competitors catching up. Samsung in Asia, Nokia in Europe and India.
Apple (AAPL -0.9%) shares continue to have an autumn to forget - they're now trading at levels last seen in May. Credit Suisse suggested this morning bulls should consider selling a Jan. '13 options strangle involving strike prices of $525 and $600. Morgan Stanley's Katy Huberty provided another positive note: she claimed component supply constraints are "no longer an issue;" that component costs could drop in 1H13; and that the Chinese government could issue 4G licenses in 2H, something that would pave the way for a China Mobile (CHL) deal (previous). [View news story]
Who cares... trend is down and best way to play it is selling this short until it has sign of rebounce
More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
Samsung sold 2x more Galaxy phones than Apple in Q3.. Tablet has lower margin than Phone. The bright time for Apple is Over!
Apple (AAPL) says it will hold a conference call tomorrow at 9AM ET to discuss its plans for its massive cash balance, which is likely above $100B at this point. Remarks from Tim Cook about how Apple is discussing uses for its cash, as well as other hints, has led to fervent speculation that a dividend and/or buyback will soon be announced. [View news story]
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
They disappoint twice already First time on well completion; Second time on Cost What do you think?
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
it will not go up. I am quite positive it will drop to $8 or so. Wait
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
this company really has issue executing. First backlog for wells completion and now not controlling cost too well. Seems like better execution from OAS
Bakken Update: Kodiak Production In The Face Of Adversity [View article]
Hi Michael, Thank you for the analysis. Has Been Following your post since 2010 and learn a lot.
Comment: Lot of your Analysis has been on KOG, OAS, TPLM those small and medium cap companies. What is you take on the majors like EOG, WLL, CLR in terms of
1. Acreage; 2. Total Wells Completion; 3. Output; and 4. Management Expertise
Triangle Petroleum: 2012 Could Be Its Year [View instapost]
Thanks for the article Michael, I am looking at scaling my purchase into KOG. Based on the last call, they have some execution problem. I am not sure this is a long term management issue. I already start one purchaase ~ $8.74. What do you think is a safe price to continue scaling in? Rgds
Amazon Stock At $300 Or $245 In The Next 3 Months: Which Is More Likely? [View article]
Apple (AAPL -0.9%) shares continue to have an autumn to forget - they're now trading at levels last seen in May. Credit Suisse suggested this morning bulls should consider selling a Jan. '13 options strangle involving strike prices of $525 and $600. Morgan Stanley's Katy Huberty provided another positive note: she claimed component supply constraints are "no longer an issue;" that component costs could drop in 1H13; and that the Chinese government could issue 4G licenses in 2H, something that would pave the way for a China Mobile (CHL) deal (previous). [View news story]
More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
Shares Of Basic Energy Surge - Why? Why Not? [View article]
Bakken Update: Continental Resources' Well Results Are Getting Better [View article]
Buy SodaStream And Get Your Growth For 50 Cents On The Dollar [View article]
Apple (AAPL) says it will hold a conference call tomorrow at 9AM ET to discuss its plans for its massive cash balance, which is likely above $100B at this point. Remarks from Tim Cook about how Apple is discussing uses for its cash, as well as other hints, has led to fervent speculation that a dividend and/or buyback will soon be announced. [View news story]
Apple Has Already Won The Tablet Market [View article]
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
First time on well completion; Second time on Cost
What do you think?
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH. [View news story]
Seems like better execution from OAS
Bakken Update: Kodiak Production In The Face Of Adversity [View article]
Comment: Lot of your Analysis has been on KOG, OAS, TPLM those small and medium cap companies. What is you take on the majors like EOG, WLL, CLR in terms of
1. Acreage; 2. Total Wells Completion; 3. Output; and 4. Management Expertise
Thanks a lot
Apple Ready For A February Sell Off [View article]
Apple Ready For A February Sell Off [View article]
Triangle Petroleum: 2012 Could Be Its Year [View instapost]
Rgds