Seeking Alpha


Send Message
View as an RSS Feed
View 2ng's Comments BY TICKER:
Latest comments  |  Highest rated
  • Apple Significantly Undervalued Compared To Google [View article]
    Well there are some people interested in companies which actually make tons of money, have a dominant position and a loyal customer base instead of selling smoke and being potential main characters in a 80's scifi movie.

    I just remember when the iPad was released. "It's just a big iPhone" bears said. Apple is doomed blah blah blah... now it is the same story, I seriously think Apple is a too thorough and serious company for wall street's taste, which prefers hoaxes and absurd projects even if they aren't able to have a single dollar of profit in 15 years or their entire history.
    Mar 5 10:20 AM | 26 Likes Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650 [View article]
    "For a company with history of great execution, Apple seems to get very little respect".

    The End.
    Apr 6 04:57 AM | 21 Likes Like |Link to Comment
  • Apple's Post-Earnings Buyback Fails To Sway Growing Negative Sentiment In The Stock [View article]
    I don't think Apple bough shares at 500 USD for improving sentiment. I think they bought them because they, as me, expect AAPL to go much higher after new unknown to us announcements going on later this year. Just a fool would have spent 14B for making impatient shareholders happy. I really think most people are tremendously blinded by the trees and they can't intuit the forest at all. The signals are very clear at least for me. AAPL has been stagnant for 16 or so months but being realistic 16 months for a behemoth the size of AAPL, not being an internet-hoax style company, is not that much. People want them to discover the holy grial every week and that hurts the stock price. They do not understand that the strenght of Apple is precisely releasing few new products but optimizing them and amortize its technology and proverbial image, well earned, as much as possible.
    Mar 2 04:42 AM | 11 Likes Like |Link to Comment
  • Nikkei: Apple looking to buy 55% stake in LCD chip supplier for ¥50B [View news story]
    This is some intelligent non-nest-and-whatsapp-... buying
    Apr 1 06:01 PM | 7 Likes Like |Link to Comment
  • Apple roundup: Bigger iPhones, carrier subsidies, U.S. Mac sales [View news story]
    Why don't you want to allow people to buy whatever the iphone size they prefer as long as you can buy whatever the iphone size you prefer? It's absolutely absurd, losing clients because of a pointless blindness. If they find the correct proportions maybe I can change my iphone and ipad for just a bigger iphone, and then I'll buy it
    Jan 9 08:12 PM | 7 Likes Like |Link to Comment
  • Apple downgraded at Wells over margin concern [View news story]
    Yes I also want to buy it cheaper before the EC...
    Jan 2 07:43 AM | 6 Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    "The same cannot be said today with respect to Apple products versus top-end Samsung (SSNLF.PK) or even Nokia ( phones that are much more affordable."

    Yes, because samsung does not use a generic OS and the Nokia WP apps are comparable, not to talk about the differences between apple's support service and the others.

    When do you all will understand the inherent value of iOS and apple's ecosystem. When you all will understand that a generic-resources-waster operative system CAN NOT be premium. And talking about the phone overall quality, well, it is not superior because you say it... What phone is superior? You can say nokia lumias are in the same league of materials quality, but samsung cheap plastic galaxys are not even comparable.

    "By contrast, nobody seriously argues whether a BMW or a Lexus is superior to a Lincoln or a Cadillac."

    I can not even count the number of americans who think their Cadillac is better than x BMW because its engine is twice the size and has twice many cupholders and bigger seats (hummm... number of processor and camera megapixels, useless nfc and bigger screen anyone....?)

    It you add the overall quality, the customer service, the operative system and the ecosystem, Apple is better. And you know it. So buy the stock you prefer, but don't keep trolling about this.

    We have a saying in my country: don't give flowers as a present to a pig, because he will think manure tastes better.
    Sep 12 08:46 AM | 6 Likes Like |Link to Comment
  • Tesla 5-Year Target Price $465 [View article]
    500k cars, so you believe TSLA will outsell the actual entire Mercedes-Benz plus 80% the BMW production for the US, which have like 15 or 20 models for sale, reputation and all those things just by gaining a larger market share in the US (California and a few more rich and snob estates basically) and selling some to chinese new richs, who we know don't like bling at all and will say well I don't want an Aston Martin, Mercedes or Maserati, I'll go with a Tesla (I say this because I bet a finger it will sell residually in Europe's big markets, I'm european, and you can see how badly non european brands sell premium cars here, like Lexus, Infinity... not to mention Cadillac which directly don't sell at all). Come on... this is ridiculous. I prefer to think you simply don't know anything about car market and its numbers.
    Mar 5 09:51 AM | 5 Likes Like |Link to Comment
  • Sell side: 5C not cheap enough [View news story]
    I suspect that 5c margins are way bigger than the 5s ones
    Sep 11 07:50 AM | 5 Likes Like |Link to Comment
  • Apple: Already Too Late To The Phablet Market [View article]
    This is the first time samsung will know what losing market share because you invented that market is... Not funny at all for them I suspect
    Apr 8 12:26 PM | 4 Likes Like |Link to Comment
  • Apple: The Next 2 Months Are Critical [View article]
    you do realize that there is a serious incongruity between "no longer has truly aspirational products" and "its future is paved with serious competition from mainly Asian wannabes ", implying Apple HAS the "truly aspirational products", don't you?
    Mar 12 09:00 AM | 4 Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    "All I keep hearing is how Google is going to lead the field with smart thermostats, autonomous cars and robots"

    Haha I laughed hard with this
    Mar 5 11:19 AM | 4 Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    Stock price is the market perception of value. This works really bad with Apple since it's so secretive, so there isn't information, so the perception is totally blinded. So the price is a mess

    Bigger iPhone+Mobile payments platform+new Apple TV+new unknown product are well worth 900$ a share for me
    Mar 5 11:13 AM | 4 Likes Like |Link to Comment
  • Tesla 5-Year Target Price $465 [View article]
    TSLA has a target price of 1 zillion dollars until wall streets turns his mind and then will be 100USD because YoY growth is not good enough for analysts anymore and it'll be doomed dead money blah blah blah... I've seen this movie too many times before. I think this will be when it starts to make money.

    It's funny how analysts suddenly forget the saturation concept and think it can growth at 100% YOY on a saturated extremely competitive market without dominant position and charging premium prices.

    The only reason TSLA has no competence now is because the rest of manufactures have to amortize the investments they made into other technologies. Once Mercedes-Benz, BMW... enter into this niche TSLA will be a thing just for California and some geeks outside there
    Mar 5 09:29 AM | 4 Likes Like |Link to Comment
  • Tech giants call on government to limit spying campaign [View news story]
    Or buy blackberry stock and feel unsafe
    Dec 9 05:34 AM | 4 Likes Like |Link to Comment