Seeking Alpha

babun

babun
Send Message
View as an RSS Feed
View babun's Comments BY TICKER:
Latest  |  Highest rated
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    I second that....someone will go to his grave as a greatest loser on earth. Sad that such influence did spread onto some novices who could have been richer..... MB is the best as his loss is our gain.. :)
    Oct 1, 2014. 09:11 AM | 5 Likes Like |Link to Comment
  • EU: Apple Tax Deals Granted By Ireland Broke State Rules [View article]
    You make your mentor Michael Blair so proud. Unfortunately he has lost a lot of money on APPL and with his blessings and guidance.....you can take his tragedy to the next and ultimate level....Stay away from APPL shares while we make money. I am hoping MB will teach you dummies guide on how to lose money with APPL stocks. We will also learn but from your and MB's mistakes.
    Oct 1, 2014. 08:11 AM | 2 Likes Like |Link to Comment
  • EU: Apple Tax Deals Granted By Ireland Broke State Rules [View article]
    Great?? article in which it clearly and objectively demonstrate that the author knows nothing of what he/she is writing and the level and maturity of ignorance and incompetency has reached perfection!!

    Any relation to Michael Blair?
    Sep 30, 2014. 02:59 PM | 7 Likes Like |Link to Comment
  • Johnson Controls: A Business Transformation Play And A Rising Dividend [View article]
    well written article
    Jul 24, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • Are Apple And IBM Really Going To Take BlackBerry To The Cleaners? [View article]
    In your entire article you criticize the investors for being whimsical and reacting to news and selling off BBRY shares and then you write to the SAME investors begging to read your article and appreciate the contents. It is like I visit your house and abuse you for the way you have designed your belongings....I guess you will not welcome such type of guests!
    Jul 17, 2014. 09:43 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    I am a Finance professional and another investor. I read and analyze articles not based on JUST numbers but industry and management backgrounds and styles. At present I am head of audit for one of the largest precious metals mining org.
    Jul 3, 2014. 11:51 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    My thoughts and why MB is grossly wrong:The $705 high water mark from Sept 2012 was against 945 million shares, giving Apple a market cap of $660 billion. For Apple to hit that high again, the stock, now with 861 million shares outstanding, would have to get to a pre-split $770, or $110 post-split. That would require only a 16.5 PE against $40 billion in trailing earnings, which is right about where Apple's fiscal 2014 earnings will be come the end of September. So $110 is a no-brainier over the next three months. Building upon this will be the huge positive news cycle associated with the iPhone 6, which will take away the last advantage the Android vendors can claim, leaving them behind on security, OS and App Store fragmentation, hardware quality and industrial design, and lacking a worldwide network of high-end outlets to match the attraction of the Apple stores. Not to mention lagging in technology compared with Apple advances such as 64-bit handsets, TouchID, programming language and development environment, and more.

    Apple at an 18 PE against $40 billion in trailing earnings with 850 million pre-split shares (about 6 billion post-split shares) come September/October results in a stock price of $121 per share. That does not seem out of bounds in my view
    Jul 3, 2014. 11:47 AM | 2 Likes Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]
    Another fantastic article from MB. Very well written and extremely balanced. Join hand with MB and we will be broke....in the meanwhile MB loves BlackBerry....I believe SA pays some sort of comp/benefit for the number of hits you get as "comments" on your article. Well I just contributed my share and hope you survive unlike many of the investors who are first timers and trusted you.
    Jun 23, 2014. 11:42 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    I believe MB is so closely following the details (agreed the devil is in the detail) but he has missed in his article entirely that AAPL makes billions in other products but more importantly in its ecosystem. MB is long short over apple and for over a year. Considering he is not measured with KPI like his AAPL short is long term or short term etc. he is at liberty to persuade (read beg) readers to offload AAPL stock, hoping a sell pressure over buy, bring price down and he reduces his loss. Over time, even if that is possible (who knows how market reacts positively if TC leaves Apple), and stocks keep climbing.....However every article has good and bad in them....MB has more bad than good on Apple but the good is.....Apple needs to stay focus on its strategy around IPhones as per MB's articles, he has already done the homework as to what can go wrong. As a matter of fact, TC should appreciate MB for doing a proactive risk assessment of his IPhone. business strategy, growth and future, and the way forward what NOT to do!!
    Jun 9, 2014. 10:52 AM | 3 Likes Like |Link to Comment
  • Apple Q2 Review And Q3 Outlook [View article]
    maybe his success (assuming he is truly successful ), if at all, was a fluke too....you don't know for sure, similarily like making the assumptions that his other trades have fallen short.
    Apr 24, 2014. 06:30 PM | Likes Like |Link to Comment
  • The 5 Reasons Apple's Earnings Report Was Huge [View article]
    too much shorting of AAPL...MB is now calculating how much he will get from Social Security in Canada + medical being free can he survive with what he has and considering keep losing more money as he shorts more AAPL....well as a retired CEO and considering how much wrong he is on AAPL....he may be back to the work force very soon and MacDonald is always hiring.. :)
    Keep shorting MB, you are a genius!
    Apr 24, 2014. 09:50 AM | 6 Likes Like |Link to Comment
  • I Won't Sell My Apple Stock Below $1,000 - Still Potential To Double From Here [View article]
    MB...apple 563 after hours post earning release.....or your shorting of AAPL is helping the stock and lots of investors...you will be now considered the philanthropist!!....So... social security queue in the cold winter is never a pleasure!!.. :(
    Apr 23, 2014. 04:57 PM | Likes Like |Link to Comment
  • iPhones 80% Of China's Premium Smartphone Market? Don't Believe It [View article]
    I hope you have listened to MB and had short on AAPL....he will be collecting social security and old age pension soon as AAPL keeps going up for all its fundamentals.....my advise, don't short on old age pension......it can very cold on the streets of Norway!!... :)
    Mar 26, 2014. 12:53 PM | Likes Like |Link to Comment
  • How To Know When To Short Apple [View article]
    Old age social security is always THE option.....at least don't short on that option!!.. :)
    Mar 26, 2014. 12:48 PM | Likes Like |Link to Comment
  • All Signs Point To Apple Ecosystem Success [View article]
    Too bullish an article....the author should read and get coached by the AAPL bearish twister called "Mr. Blair".. :)
    Mar 25, 2014. 08:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
27 Comments
53 Likes