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Johnwoods41

Johnwoods41
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  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    Netflix has a one month notice, you subscribe watch an original series then leave. They really own nothing. Do they own the Internet that carries it... No. Do they own the majority of the content.. No but have huge liabilities and have to renew contracts. Others will enter the market and the deals won't be exclusive. I am sure apple will show them how to do it.
    May 11, 2015. 02:24 PM | Likes Like |Link to Comment
  • Amazon: 10 Implications Of A Profitable AWS [View article]
    Can someone please explain does the 265 million profit include any stock based compensation ? If it doesn't then did it really make any money ?
    Apr 25, 2015. 03:06 PM | 1 Like Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    It actually sold off when the AWS numbers hit the tapes. Trouble is you now see how unprofitable the online shipping of goods and services actually is. So we have to remember it. Is valued on a revenue multiple but when the. Biggest chunk of that revenue comes from a dog of business you have to worry.
    Apr 23, 2015. 05:09 PM | 2 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Its another first for Apple, they must be the first company to invent a watch in the history of time that cannot tell you the time in a full 24 hour period ! As long as you are happy with say 18 hours your are fine. The good thing however is you pretty much need your iPhone with you to make full use.... And if it's not brand new you are probably struggling to get 18 hours out of it in constant use.
    Mar 9, 2015. 08:48 PM | 1 Like Like |Link to Comment
  • Bloomberg: Apple's first car could arrive by 2020 [View news story]
    Do you think we will be able to charge the car with our standard iPhone cable, I don't want to have several different ones :)
    Feb 20, 2015. 12:17 AM | 7 Likes Like |Link to Comment
  • Amazon Lights The Lamp Of Leadership [View article]
    Amazon needs to tell us how many prime customers they have subscribed for the quarter both in USA and International. It appears very important to them, so please disclose, just the way Netflix does please !
    Feb 2, 2015. 12:33 AM | 5 Likes Like |Link to Comment
  • Amazon soars to $359 as Street bets on improving profits [View news story]
    They make 45 cents in one quarter and the stock goes up 45 dollars or equivalent to 100 quarters of performance ! Too much cheap money flowing in the system
    Jan 30, 2015. 02:45 PM | 19 Likes Like |Link to Comment
  • My Take On Amazon.com's Q4 2014 Earnings [View article]
    The concern has to be international, and I would like to see the country specific breakout as they now have a lot of competition in the UK and the big thing here is click and collect its growing at a phenomenal rate. The other concern if prime members are up 50% and they spend significantly more than non-prime why are the revenue growth numbers so poor? I wish they would tell us how many prime customers they have very frustrating.
    Jan 29, 2015. 11:19 PM | 14 Likes Like |Link to Comment
  • Amazon +8%; EPS beat, margin gains overshadow revenue softness [View news story]
    Shame they can't be a little more like their globe winner and be a bit more "transparent" with these earnings numbers. Listened to the call everything is just so vague
    Jan 29, 2015. 05:53 PM | 3 Likes Like |Link to Comment
  • Amazon +8%; EPS beat, margin gains overshadow revenue softness [View news story]
    I don't get the lower guidance
    Jan 29, 2015. 05:10 PM | Likes Like |Link to Comment
  • Amazon beats by $0.28, misses on revenue [View news story]
    Why is the next quarter guidance down if they have so many prime customers ?
    Jan 29, 2015. 05:01 PM | 7 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    Well done apple.... Just that one product though that's driving it, a one off adjustment to a larger iPhone ?? Starting to worry me a little... But I still love you as a company :)
    Jan 27, 2015. 04:47 PM | 3 Likes Like |Link to Comment
  • Amazon.com Wants To Flop In Movie Theaters [View article]
    I assume prime customers get free cinema entry ? And maybe premier seating and free popcorn and soda?
    Jan 21, 2015. 06:15 PM | Likes Like |Link to Comment
  • Amazon.com Wants To Flop In Movie Theaters [View article]
    How does it work do they fly you to the cinema in a drone? Or do they ship you a pop up cinema you can use in your garden?
    Jan 21, 2015. 06:13 PM | 1 Like Like |Link to Comment
  • Meet your new movie studio [View news story]
    Can you pick your shopping up at the cinema?
    Jan 19, 2015. 04:27 PM | 2 Likes Like |Link to Comment
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