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wiesje

wiesje
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  • Cash Is King At Apple [View article]
    in former times a cash rich company would command a premium on the exchange, however since Governments world wide are using cash as a medicine to solve all kind of problems and are printing money at Leisure, cash is now perceived as evil

    so, Apple should just let the stock do whatever WS decides to do with it and continue to buy their own stock as much as they can, Icahn is absolutely right, keep enough cash for R&D and acquisitions and for the balance buy your own stock, reduce the amount of shares outstanding in the end it will pay off.

    Apple is still unchallenged for raking in money and just because of it's sheer capital size it is being penalized, ridiculous, Apple trades at 13 x earnings , with 1/3rd of it's worth in cash, how safer a stock do you need to have to invest in ?

    patience, Apple will be trading back towards the highs in 18 months, in the meantime enjoy the dividend.
    Apr 7 01:34 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Has The Bloom Come Off The Rose? [View article]
    Hi Cliff,
    Hope you are keeping well - yes, that's what I said

    2013 was my year of pain, should have traded the stock from the short side
    2014 is sofar my year of gain, I recovered all of my losses and I am up trading the stock, I still feel it will be range bound , the range I expect to improve later during the year, but not by much
    2015 I will take this stock for the LT as a buy and hold, as I do believe Chen will give us a new better BBRY and I am looking for the stock to trade in 2017 at 25 usd plus.

    So yes for me I will go along and as long as Chen is in charge and sofar he has not failed for me, he turned the share price around, he is turning sentiment around and I believe he will turn the company around

    Regards and good luck
    Mar 29 11:32 AM | 1 Like Like |Link to Comment
  • BlackBerry: Has The Bloom Come Off The Rose? [View article]
    Very good paper, Thank you
    The stock is still far more a trading stock than an investment stock , but the stock has turned so it is a long play

    Yesterday was a very poor performance for the stock, a massive reversal, this could lead to a serious sell-off, but that's a fantastic buying opportunity @ 7,50 to 8 USD on the gap fill

    The range is unchanged roughly 7,50 to 10,50 , trade it accordingly  and let Chen plot along

    One of the best trading stocks on the tape, enjoy it, but always from the long Side
    Mar 29 02:46 AM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy Petrobas [View article]
    @ Giovanni

    hats off to you, you stayed with the stock en you were spot on
    PBR has bottomed and it has turned in a spectacular way
    i Bought it somewhat too soon, sold out, but thankfully had the opportunity to get back in at lower level again.

    cheers and thanks for yr comments
    best regards
    Wiesje
    Mar 27 06:29 PM | Likes Like |Link to Comment
  • Microsoft: Intrinsic Value Of $53 Per Share? [View article]

    dear author , thank you for  for your paper

    you don't have to elaborate but just as a question

    on a 12 months horizon

    is Apple at 540 better value than MSFT at 40 ?

    regards
    Wiesje
    Mar 27 12:04 PM | Likes Like |Link to Comment
  • Aeropostale Might Be The Cheapest Turnaround In Retail [View article]
    thank you for your interesting paper, however for a stock to possibly  turnaround it first needs to find a bottom, ARO is far from forming any bottom, the stock is still dropping like a stone.

    the only thing we know that at the very end of a trend stocks kind of move in overdrive and ARO sure as hell seems to be picking up speed.
    Mar 26 03:32 PM | Likes Like |Link to Comment
  • Buy Petrobras: Why This $10 Oil Stock Bargain Could Once Again Be Trading For $50 In 6 Years [View article]
    that's why i am buying both
    Mar 19 02:40 PM | 3 Likes Like |Link to Comment
  • Apple's Post-Earnings Buyback Fails To Sway Growing Negative Sentiment In The Stock [View article]
    personally, i would just hold, the stock is really under priced for its earnings capacity, once the stock moves to 600$ , i think that would be a good strategy, but really anything below 600 is giving it away, with Apple you need patience.I for one have just put my total holding in Apple on ice for 12 to 18 months, I am convinced it's only a matter of time before we are back at the highs of 700$ look at Samsung they for once tried to beat Apple at something so they came with their smart watch a disaster, they sold only a 100.000 world wide and have over a million in stock, now they don't even talk about it anymore and are waiting for Apple to come with the iWatch and than copy it.this just shows you how far ahead Apple still is, but they learned their lessons with the maps, they cannot afford a slip, people expect from Apple the best, but than the stock will be rewarded generously, we will get rewarded for our loyalty holding the stock.

    good luck
    Mar 19 01:58 AM | 2 Likes Like |Link to Comment
  • Microsoft: Cheap And Changing For The Better [View article]
    Hi Joseph,

    congratulations on the timing of your paper and your call on the stock , perfect.


    regards
    Mar 18 01:38 PM | 1 Like Like |Link to Comment
  • Chen Sees 50/50 Chance Of BlackBerry's Recovery, $11 Seems Realistic [View article]
    Hi , hope you are keeping well after this very hectic year we had on BBRY, but now we can look at the bright side and it is bright.

    I at present am not doing options, because the Trading range is so good and so clear and allows one to make ample good trips within the range

    so for me BBRY is as yet not a buy and hold, there is still more than enough spec involvement in the stock, so even if your entry point is no immediate success the stock is volatile enough to get you back in the money, a true Traders Delight.

    Once that the stock will slow down for volatility and that is obvious bound to happen than i would consider taking a Long core position, I hope BBRY will allow me to take such a buy and hold position upon filling the Gap at 8 $, if that is not the case and volatility is dropping so it becomes less of a Trading stock but more of an investment stock, i am looking to grant put options 6 months out and Buy call options 6 months out and wait.

    I would like to grant the Puts to allow me to buy the calls, we know that any surprising good news can have a massive effect on the stock, so you don't want to miss that, any set back would make me feel comfortable owning the stock around 8/8,50 $

    but as said , the stock is the best swinger on the Board , may that Long continue within a range, even if that range is slightly better or lower, does not matter the stock gives fantastic trading opportunity , enjoy it as long as it lasts, it is not very often one can buy a stock at 9 see it drop and still come ahead and that all in weeks or days, not in months.
    but keep in mind always Trade this stcok from the Long side, never get tempted even on a spike to short the stock, very dangerous the surprise is still on the upside for this stock.

    good luck
    Wiesje
    Mar 18 06:51 AM | 1 Like Like |Link to Comment
  • Chen Sees 50/50 Chance Of BlackBerry's Recovery, $11 Seems Realistic [View article]
    good paper , thank you
    to me BBRY is still in a trading range 8,50 / 10,50 at present the stock lacks power to break out above this range.
    the stock is giving very good trading opportunities and i would expect that to remain so, the undertone for the stock is bullish as such the stock needs to be approached from the long side for trading purposes

    i however disagree wit the last paragraph , i do not think that another major hit on the numbers will have a similar effect as last time, it won't imho, i feel if the numbers are much worse than expectations the stock will look to fill the Gap at 8 $, that to me would be a great buying opportunity as I feel the stock has turned for good and Chen is doing a serous recovery job on the company.
    however keep in mind only by 2016 will BBRY start making money, that's a bloody long time for stock to keep performing on just sentiment for stock improvement as such I believe the stock will remain range bound until that time we feel the goodnews story is backed up by  numbers, but then the stock is trading fantastic in it's range and gives people ample opportunity to make good money.

    enjoy the stock, trade the range, but always from the Long side.
    Mar 17 11:08 AM | 7 Likes Like |Link to Comment
  • J.C. Penney: Set To Soar [View article]
    good paper, thank you
    JCP is now somewhat overbought for this move, but is still heavy oversold as a stock

    buy JCP on the gap-fill toward 8,00
    the stock still has far more upward momentum 10$ is well possible within weeks not months.
    Mar 4 03:26 PM | 1 Like Like |Link to Comment
  • Apple's Post-Earnings Buyback Fails To Sway Growing Negative Sentiment In The Stock [View article]
    Apple are not here to trade their own stock, or improve sentiment for the share price.

    Apple is doing exactly the right thing they are the best cash machine in the world, monies continue to pile in, so they buy their own stock, whether that is at 450 or 550 does not matter, it's not a price improvement game, it's an earnings game, by continuing to buy their own stock they reduce the amount of shares available, so even if earnings would drop somewhat as a total number, earnings per share improve.

    In the meantime Apple continues to accumulate other businesses and they are slowly building the company into a tech conglomerate, but it's all well thought through, it is not buying to own, but its buying to expand into a future we are as yet not able to see, but in the end it will all make sense.

    there is no other company on this globe which is able to generate so much cash, its the analysts/WS who are impatient and knocking the stock, simply because they believe after no 1 you can only become number 2, they are betting against Apple, they will repent it

    Icahn is correct, Apple is undervalued, so if WS does not like the stock, Apple should just continue to buy and reduce the amount of shares available, for the owners of the stock that will mean better earnings per share, better dividend and also in time a better stock price , just buy the stock on dips.

    long Apple.
    Mar 2 10:29 AM | 6 Likes Like |Link to Comment
  • Apple's Valuation: Thoughts On Price And Value [View article]
    well said and that's why they should continue buy their own stock, just take more shares out of the system , if they are note being rewarded fairly for all those profits, just up the EPS by reducing the amount of stock, by the time WS figures out they are still the best money machine on the planet and they want the stock, they either have to pay up or pass.
    Long Apple,  for risk/reward best stock to own
    Feb 27 07:36 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Underperforming Even Bear Expectations [View article]
    the pre-market is 24 percent up on ydays close , the volume is so far 40.000 not 40 mio
    Feb 27 09:02 AM | Likes Like |Link to Comment
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