Zoltan L. Kovacs

Apple: Set to Double Again

Apple shares are now in the strong hands, and the good news are yet to come for selling them.

Breakdown Of U.S. Sales Numbers for Broadband Enabled Devices

Apple TV might become not just a hobby, but a valuable experiment. Almost 500' sold makes it a market financed one.

100% Gainers and Their Estimated P/Es

Apple's future P/E might be much lower due to new accounting rules. In the meantime a non-GAAP multiple could do aswell.

A Golden Avalanche

Gold is a safe haven. What kind of new currency could build trust in such a global economic environment?

Good News for Gold May Be Bad News for the Markets

The stock market seems to be climbing a wall of worry. It is just natural for Gold to be a good hedge.

$1000 Gold Looks Guaranteed

Fundamentally and now again technically Gold looks just very interesting. It might not just come out of a triangle, but break the highest resistance levels. Also the world economy isn't nowdays much less riskier yet.

iPhone App Store Beats Android Market 250:1

It seems it all boils down to the way of financing (ads vs paying) those software stores and not about openness. This determines pricing which itself has huge side effects, like commoditization and likely impacts on quality later on.

Note to Google: Disruptive Efforts Don't Always Succeed

It seems that Google is relying more and more on defensive strategies. Maybe its a sign of GOOG's core business becoming a commodity or at next for decreasing innovative potential within search.

Apple Seems Desperate to Enter Chinese Handset Market

I would not call AAPL desperate. They are taking their time and are not selling at any price. The higher segment in China is still at its very early stage, so they have time to figure out a specific deal for China.

Apple's Future as a Services Business

What is so open about Google's approach? Its system for advertising? You cannot compare an innovator with a company fiiling old wine into new bottles and transferring its market dominance from one segment to another. Besides, AAPL's software is sold at symbolic prices (hardware is subsidizing it).
Concerning service: Apple is building ecosystems around its products, that is at the core of its development.

Gold Is Consolidating: Prelude to a Breakout?

Gold is still most likely a win-win situation. It advances on instability and also on economic growth (because of rising commodity prices) and as a hedge for both cases.

Apple's Current Valuation Is Still Reasonable

From a strategic view: Apple is market leader in a number of product segments based on customer focus and technology. It is positioned as premium quality supplier with affordable pricing. With the current resources and capabilities it can out innovate competitors while building a strong community and high loyalty.
Financially: great margins with growth on a cash-flow basis while minimizing risks through diversification (product portfolio) and pricing. It still has plenty of room and flexibility for lowering prices if necessary.

Mad Money: The Smartphone Revolution Continues

This is really just the beginning: mobile internet with high and growing functionality, convergence of devices, and of course lots of improving apps. Combine this with social networks.

What They Say / What It Means: New Market Reality Edition

Things are not what they seem - don't look at them (just do it)

Gold Is Looking Good

This formation for Gold is not about a pullback. Should there be one, then wait some more. My guess is moving upwards.