Seeking Alpha

The Fox

The Fox
Send Message
View as an RSS Feed
View The Fox's Comments BY TICKER:
Latest  |  Highest rated
  • What Today's Market Collapse Proves And What You Should Do About It [View article]
    Larry,

    NOBODY knows what tomorrow holds, but I can confidently say that GILD and AAPL are two of the "cheapest" stocks I follow. If you are going to own individual stocks, you could do a LOT worse than those two. I say you should stay the course...unless you need the money soon.
    Aug 22, 2015. 09:22 PM | 2 Likes Like |Link to Comment
  • Core Laboratories Is A Buy Now [View article]
    inwester99....

    It is "too" not "to"...how are we to put any credence in your posts if you can't even use 3rd grade grammar?
    Aug 19, 2015. 01:47 PM | Likes Like |Link to Comment
  • Schlumberger Has 15% Downside Risk [View article]
    I don't know about hugely...you have to get back to even first.
    Aug 19, 2015. 01:45 PM | Likes Like |Link to Comment
  • Time To Enter Alibaba, Baidu After Soros Departure? [View article]
    He will be right on energy. Just because he is wrong this week or month is immaterial.
    Aug 18, 2015. 01:23 PM | 2 Likes Like |Link to Comment
  • Twitter: Periscope Is On Fire [View article]
    OK...two things. You just said the quality isn't good, so why would people use it? In the age of HD why would I care about a product with poor video quality? Also, you are obviously not a lawyer. Pirating, regardless of quality, is something that isn't well received by those that spent millions promoting an event only to have hundreds or thousands of people stream it live for free. I can tell you with certainty that Periscope was put under pressure for pirating during the Mayweather fight. They are on the radar...and not in a good way.
    Aug 18, 2015. 10:00 AM | Likes Like |Link to Comment
  • Twitter: Periscope Is On Fire [View article]
    Alex,

    I think he said it is priced in because Twitter is overvalued to begin with. This is a $15-18 billion market cap which is very rich for a floundering company without a CEO and serious growth issues.
    Aug 18, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • Twitter: Periscope Is On Fire [View article]
    Manny....

    The fact that you would put FB and Twitter in the same sentence says a lot. They have already lost to FB. The game is over. It is now about whether Twitter can just GROW.
    Aug 17, 2015. 05:41 AM | Likes Like |Link to Comment
  • Twitter: Periscope Is On Fire [View article]
    If someone wants to sing "happy birthday" to me I am pretty sure this technology already exists in Skype or Facetime. In fact, we had huge success Skyping my Dad's memorial service for those that couldn't attend, and that was two years ago. Periscope is not a game changer. In addition, Periscope is being used to illegally transmit pay-per-view sporting events (Mayweather Fight). If it grows in popularity, this app will come under increased pressure to monitor the content it allows to be broadcast which will turn users off. Just my two cents.
    Aug 17, 2015. 05:39 AM | 1 Like Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows [View article]
    Doc,

    IBM is doing the death spiral. They will cling to any life raft thrown their way. The company keeps getting smaller every year. They are no longer relevant. To be honest, I am surprised Apple would allow their name in the same sentence with IBM. Also, I can't argue with Apple's technical support, but really, who cares? I have never, and will never, call a computer manufacturer for help. Who does that? Computers aren't rocket science. If it is broken I will bring it back to Apple, Best Buy, etc. If it is a glitch I will figure it out. My point is this...I guarantee that I can do anything on a PC that I can on my Mac. It doesn't do anything the other won't. The Mac cost almost $2K and the Dell cost me $600-$700.

    In no way am I saying that Apple isn't a wonderful company that is extremely undervalued. I completely agree with you 100% on that front. I just shake my head when the diehards talk their beloved Apple products. It is Jim Jones handing out kool-aid all over again. My Samsung phone is every bit the equal of an iPhone 6 (work phone) and my laptop every bit the equal of the Mac. It makes people upset, but doesn't make it "less true".
    Aug 15, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows [View article]
    You are correct...they are the most profitable. They still make up less than 10% of computer (PC) sales. Profitability from a stock perspective is great, but lets be real...fewer than 1 in 10 buy a Mac. They cost twice as much and do the exact same job as a "regular" PC. I type this on a Dell lap top as the Mac sits unused on the other side of my office. I have nothing against the Mac...just raised on the PC and prefer it in almost every way.
    Aug 14, 2015. 08:02 PM | 2 Likes Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows [View article]
    User 12....

    I actually agree that the "law of large numbers" is in play here. Apple, by its sheer size, makes substantial growth difficult. But, as the author pointed out, they are dominant and priced below a market PE which is absurd. I don't think Apple triples from here, but see no reason why it can't outperform in the next few years.
    Aug 14, 2015. 07:11 PM | 2 Likes Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows [View article]
    That was a little too much Apple cheerleading for my taste. I own a Mac, an iPhone, 2 iPads and several Andriod devices (and a Kindle). I see zero difference between the iPhone and Samsung Galaxy. The Mac...I hate. I know "the cult" will come out in droves to tell me how wrong I am, and how they pray to Steve Jobs nightly. But, I don't care. Apple had a BIG lead and now the gap isn't as discernible in my view. Apple makes great products...so does Samsung. Apple is by far the better run company which is why I am a shareholder. Is Apple without peer...um...no.
    Aug 14, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • Baidu: Buy On The Drop? [View article]
    Although you make some good points....why not invest in yourself when you are undervalued? I would be concerned if BIDU didn't initiate a buy back. It would show a lack of confidence in the stock. Buy backs have been excellent drivers of EPS increases over the years. Yes...it is "manufactured" by reducing the float, but really, who cares? I, actually, wish the buy back was more substantial. To put things in perspective...CAT just initiated a buy back that was TEN times larger and their market cap is $13 billion less. One billion is peanuts.
    Jul 31, 2015. 02:58 PM | Likes Like |Link to Comment
  • Gilead's Next Big Acquisition: Where Will They Expand? [View article]
    Rebowley..

    Actually, your comment is the thing that is laughable. If you have no confidence in the writers on this site then WHY ARE YOU HERE!!!! Ridiculous comment on your part.
    Jul 29, 2015. 01:52 PM | 8 Likes Like |Link to Comment
  • Baidu: Buy On The Drop? [View article]
    Well...yes...I think it is fair to say I am a tad unhappy, but that is investing. I guess I hate violating Buffet's #1 rule (don't lose money). I do, however, appreciate people like yourself that take the time to help the masses...so thank you.
    Jul 29, 2015. 10:22 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
722 Comments
854 Likes