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mr wonder

mr wonder
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  • Sell Shell And Oil Majors, Buy High Growth Undervalued Juniors [View article]
    @ Josh Young

    "Shell forecast earnings of $2.2 Billion, down from $7.3 for the same quarter the previous year."

    You picked the most dramatic numbers to support your own thesis about RDS. But those number do not give a good picture.

    CCS earnings excluding identified items are $ 2.7 as compared to $ 5.6 year. Then you have to take into account that a new CEO always makes sure he/ she starts at the utter most bottom on the bottom line by maximizing impairments and bringing forward all possible write offs and maintenance costs.
    Jan 19, 2014. 04:44 PM | Likes Like |Link to Comment
  • Intel's Time Is Running Out [View article]
    How remarkable.

    So many people here commenting and pretending that they do not want anything to do with INTEL, however they are all here wasting their precious time bashing INTC.

    Hmm.... or, could it perhaps be that most of them desperately want back in hoping to make a nice trade profit before INTC goes ex-dividen.

    Obvious :)
    Jan 17, 2014. 03:15 PM | 4 Likes Like |Link to Comment
  • Intel Dips On Earnings: Time To Buy? [View article]
    Joey2x, you represent exactly what I meant.

    You are trying to convince others to sell their INTC stock with nothing more than hollow arguments.

    Please enlighten me by showing your calculation of the intrinsic value of INTC? And then, while you're at it, tell me which stocks you have that are below their intrinsic value.
    Jan 16, 2014. 07:25 PM | 1 Like Like |Link to Comment
  • Intel Dips On Earnings: Time To Buy? [View article]
    So many comments trying to convince others that they should sell without mentioning any real arguments other that they are glad they sold yesterday....
    And now of course they are all eager to get right back in before ex-dividend at a nice discounted price.
    Good luck fella's I am not selling.

    The future will be more and more CPU.
    Intel is rapidly learning from its mistakes.
    It is reorganizing to become leaner and meaner.
    It is already gaining fast in the tablet market.
    Growth in the data center group is robust.
    The pc client group has reached its bottom.

    Good luck to all wanting back in at at a few dollars lower.
    Jan 16, 2014. 06:28 PM | 1 Like Like |Link to Comment
  • Electronic Arts Still Stuck In The Battlefield 4 Quagmire [View article]
    There are no serious issues already for a long time. Battlefield 4 simply is better than Ghosts (Activision) in every way. It's just Activision heavily invested hedge funds who are keeping the BF4 issue stories a life.
    Jan 15, 2014. 07:58 PM | Likes Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]

    I truly don't see a endurable earning model in mobile gaming.
    I am open for debate, waiting for some good mobile franchise titles (next to Angry Birds of course) or ways how mobile gaming is monetized and with what margins.

    @ Awesomeimo101

    "Many people don't care much about playing games on consoles or PC "

    As far as I understood Sony and Microsoft both sold about two million console each within 18 day after launch.

    Imagine every new console buyer (in 18days 4 million), buying one new EA game a year.

    How many buyers should GLUU convince to buy in order to gain the same earnings as EA? 160 million (40x4mil) in the first 18 days after launch of a new game? Seems like a hard game to me.
    Dec 31, 2013. 05:51 PM | 1 Like Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]
    @ Carlitos913pa

    "I buy a PC game once, and NEVER spend another penny on that game"

    Me and many people I know are playing BattleField on a regular basis. Some are playing BF from the very beginning and they are still very enhousiastic about it.

    Regardless of what some hedge fund media is shouting about BattleField4, it simply is the best game of this very moment. It makes GTA5, COD Ghosts or Borderlands2 look like childs play. If you don't know these games, just take a look at some game play trailers on YouTube.

    You have to pay 40 EUR on the game itself and then you have to pay 40 EUR on the expansion packs. After 24 months EA is presenting BF5, with the same commercial possibilities.

    How many mobile games does GLUU have to sell in order to make the same profit as EA makes on selling one copy of BF4?
    Dec 31, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]
    I never paid for any mobile game or whatever perk.
    I spend hundreds on PC and Console games.

    I don't like the low quality, the simplicity, the lack of flexibility, the lack of proper interaction and control, the burden of advertisements, the limited gameplay modes of mobile gaming.

    When I have idle time, I prefer to read the news, take pictures or update some FB feeds with my mobile device.

    I fear investing in mobile gaming is nothing more but a hard investing game.
    Dec 31, 2013. 12:17 PM | 1 Like Like |Link to Comment
  • Chen's Plan To Pull BlackBerry From The Muck [View article]
    Maybe it is because Christmas is coming, but I only read some superficial wishes of BBRY trying to make a optimistic forward looking statement.
    However, following companies as Nokia it is extremely hard to compete in the lower segment of the handset business. Imho security is nothing others (Apple, Google, Microsoft) can't handle. How much talented people are remaining put at a sinking company?
    Sorry, I fail to see where and how BBRY is becoming a profitable company again.
    Dec 20, 2013. 11:19 AM | 3 Likes Like |Link to Comment
  • Falling iron ore, recovering steel bad news for ArcelorMittal, Nomura says [View news story]
    "I suspect that analyst deliberately down grade stocks load up on them and then change their minds."

    Don't suspect. Be sure they do. It's a fact.
    The only strange thing about this kind of misleading rates is that they are not considered as criminal activity by our governments.
    Dec 16, 2013. 05:32 PM | 3 Likes Like |Link to Comment
  • Danger Zone: Electronic Arts [View article]
    EA makes the best games out there. Sooner or later every gamer will acknowledge Battlefield 4 to be much more realistic, has much more content, and has a far better gameplay than COD Ghost, Borderlands 2 or any other first person shooter.
    Let's wait how popular Plants vs Zombies and Star wars, will become.

    @ ClintH
    I am curious about your math.

    @ David tRainer
    You must be quite busy posting your bearish article on the web everywhere.
    Dec 13, 2013. 02:15 PM | Likes Like |Link to Comment
  • Intel threatened as Google mulls creating own server chips [View news story]
    Rumor = invented by Bloomberg
    Dec 13, 2013. 05:56 AM | 4 Likes Like |Link to Comment
  • Intel: Don't Believe Bloomberg's Google Rumor [View article]
    @ Rob Tanner
    You better short Siemens. Because Google most probably is also considering building their own nuclear energy plant.
    You also might short Exxon, as the great scale of savings on Google's servers most probably outweighs the costs of drilling for Oil.
    Hec, maybe NASA is willing to offer some cheap and tax free energy for Google's servers.
    Dec 12, 2013. 08:42 PM | 1 Like Like |Link to Comment
  • Intel: Don't Believe Bloomberg's Google Rumor [View article]
    I totally agree.

    Many times I found Bloomberg's reporting unfunded, flawed and simply misleading.

    I wouldn't be surprised Bloomberg is hired by certain hedge funds or investment banks just to create rumors which serve the interests of their "clients".
    Dec 12, 2013. 07:34 PM | 12 Likes Like |Link to Comment
  • Nokia's Indian tax bill could reach $3.4B [View news story]
    India is presenting an arbitrariness kind of robbery:
    - implementing retroactive tax law,
    - formulating unfunded liabilities by different and separate income tax authorities (DGIT/ CCIT/ ACIT),
    - freezing all kind of assets in order to blackmail their victim,
    - adding extremely high interests and other penalties, just to triple the original claim.

    This is an humiliating joke to all international companies in India and should be considered as a huge warning to anyone who is considering to do business in India.
    Dec 10, 2013. 09:48 AM | 4 Likes Like |Link to Comment