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  • Apple's iWatch Profit Potential [View article]
    In Huberty's defense, she isn't the only one saying up to 60MM. An earlier news story on Nikkei said that contacts in the supply chain said Apple is very confident and planning on 3-5MM/mo., or 36-60MM annualized. Macrumors has a very nice summation on what is known so far at: http://bit.ly/17sHoOV
    When you look at the highly qualified Drs. and scientists Apple has hired on that list, not to mention the fashion execs, you realize this is going to be very big! I don't think many SA readers could grasp the effect of iPhone or iPad for years--same is true here imho. Hiding in plain sight, as it has been said, for anyone willing to research it.
    Aug 21 12:45 PM | 14 Likes Like |Link to Comment
  • Why A Beaten Down Cree Could Be A Smart Long-Term Investment [View article]
    The bulbs are unbelievable. Fantastic light and technology. I have stocked up. I was disappointed in the performance this qtr. I think HD is pushing other brands hard and the average American doesn't know the difference between lumens per watt and butterscotch pudding! They are clueless. Cree needs to market better and they need to expand their outlets imho. Unlimited potential, but we will see how they execute. The price is fair to slightly expensive unless they figure out a way to light up the growth chart. GLTA.
    Aug 21 12:17 PM | 2 Likes Like |Link to Comment
  • China Finance Online - Still Cheap And Likely To Pre-Announce A Record Q2 In The Coming Days [View article]
    This volume and price action...it looks like somebody with very deep pockets is going to take it out!!
    Aug 21 11:32 AM | Likes Like |Link to Comment
  • China Finance Online - Still Cheap And Likely To Pre-Announce A Record Q2 In The Coming Days [View article]
    This one is interesting. Basically, some Chinese companies listed in the US to have access to capital. What happened was a lot of fraud, deception, and poor accounting standards soured US investors to many Chinese stocks, leaving them grossly undervalued (assuming they were actually legit). All a short seller has to do is attack the company, throw in a few veiled accusations, and the panic makes easy pickings for them. So we have the very odd situation where Chinese companies listed here might be much, much cheaper than they would be in Shanghai! The P/S certainly seems to put JRJC in that category. As long as they are legit and honest, JRJC could have a long way to run! We will see.
    Aug 21 11:05 AM | 1 Like Like |Link to Comment
  • Apple: Rising But Not Yet Fully Rerating, Still Room For Valuation Multiple Expansion [View article]
    Great points, and I think you have to give some credit for the huge cash pile, which makes Apple cheaper than just about every big tech company. Why the ridiculous discount? I will buy that they were downright hostile to shareholders under Jobs, but Cook has made some huge changes, and I would rate Apple "most improved" on shareholder treatment. Apple is bringing its cash to the table to put pressure on the low valuation and it is working. I believe it will continue to work as they amp up the buyback. I suspect that most earnings estimates haven't actually factored in the huge buyback scheduled by the end of next year, so your numbers are likely very conservative.
    Aug 21 10:37 AM | 7 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Exactly, scott.
    Aug 21 04:48 AM | Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    Bleecker, I wouldn't do that. As I said, mindguy challenged me and PBI, BBY, and OFC were the three recommendations in the article I happened to click on, unlucky--I wasn't saying your were incompetent. We've wasted enough time discussing your results. Thx for the article; I will certainly keep it in mind!
    Aug 20 05:34 PM | Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    Bleeker, are you not doing exactly what you accuse so many others of doing: not including information about your losses to deceive onlookers? Didn't you see that I clicked on your article entitled, "3 Stocks to Short Now" from early '13? Your three picks for shorting on 3/1/13 were BBY, PBI, and OFC, yet I can't find BBY or PBI on your list there. If JRJC only listed revenues and they didn't list expenses you would cry foul, no? Tell us how your call for shorting BBY, PBI, and OFC worked out?
    Aug 20 04:23 PM | 2 Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    mindguy, he may be a genius, but I'm not sure I buy his argument. Just for grins , I followed your advice and looked back a ways to get some perspective. On the first article I clicked(honestly), he recommended shorting BBY, PBI, and OFC on 3/1/13! I didn't click on a second article!! GLTA.
    Aug 20 03:55 PM | Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    Never wrong to take profits...but it does hurt to see the party from afar--especially when you sold your ticket.
    Aug 20 01:26 PM | 3 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Just in case people haven't read it, here is Eddy Cue's statement from a few months ago (when asked, Cook said he agreed with Cue!)

    >>"Later this year, we've got the best product pipeline that I've seen in my 25 years at Apple...I believe the products we've got coming are great."

    Later this year is rapidly becoming now!
    Aug 20 12:23 PM | 9 Likes Like |Link to Comment
  • Boulder Brands: An Enticing Long-Term Investment [View article]
    I bought a little bit of this one simply because I love their products...did a little homework!
    Aug 20 12:19 PM | Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    Well, actually it was neither! It was Eddy Cue. Cook was later asked about Cue's unusual statement, and he didn't make his usual comment--we are Apple and we never give you even a hint of the future. He said he agreed with Cue! So, two senior Apple execs said it or reiterated it. Here is the statement:

    >>"Later this year, we've got the best product pipeline that I've seen in my 25 years at Apple....I believe the products we've got coming are great."
    Aug 20 12:08 PM | 3 Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    300% growth is still pretty good. I was impressed that revenues for financial services and ads both grew> double digits! So, you have the fabulous growth on precious metals, along with very solid growth in the other revenue streams (a turn around). BTW, precious metals are a pretty hot commodity in China! Now, we have the move to become the AMTD of China. JRJC is interesting, and Bleeker has a big incentive to make money off of his puts, so I will keep reading!
    Aug 20 10:42 AM | 1 Like Like |Link to Comment
  • Margin Debt Peaks May Indicate End Of Cyclical Bull Market [View article]
    Praveen, I enjoyed your article and appreciate your work. My suggestions were for improving the discussion to prevent bad/costly reactions. Just scroll through the comments to see how quickly your windsock became a crystal ball. GLTA.
    Aug 20 08:53 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,397 Comments
3,246 Likes