Seeking Alpha

mr wonder

mr wonder
Send Message
View mr wonder's Comments BY TICKER:
  • Why 'Rock Star' Einhorn Picked Apple Over Microsoft (And Why You Should Too) [View article]
    "These hedgefund managers talk quite a bit to prop up their positions."

    Not only these hedgefund managers, also Wall Street affiliated press like Insiders Monkey.
    If you are not able to do your own research on what the true value of a company is, then better act the opposite way of what those guys (hedge fund managers, Wall Street press, Goldman Sachs, etc.) tweet, say, write, recommend you to do. Because the only way for them to make those huge profits in trading, is by manipulating the herd of retail investors.
    Aug 16 03:34 PM | 4 Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    "Now BBRY is seeking a seller"... should be "buyer" :).
    Aug 15 06:31 PM | 3 Likes Like |Link to Comment
  • Apple Could Go To $625 [View article]
    Amazing to see how the Apple hype is pushing up the stock.
    Based on what?
    Based on some stories about a less expensive plastic version of the iPhone planned somewhere in September (very special, wow), a potential deal with China Mobile (what else is new) and ... the famous tweet of Icahn, who owns a large position in Apple and has absolutely no interest in hyping up his position.

    This reminds me about how hedgefunds and investment banks worked in the past. Goldman Sachs recommended a Sell on Nokia, while they loaded the truck with NOK themselves after the announcement. Indeed the stock went up from EUR 1.5 to EUR 2.5.
    At the end of last year Goldman Sachs upgraded Blackberry to a strong buy. Now BBRY is seeking a seller. Oh yeah, this is also presented by Wall street press as a buying opportunity.

    No, there is absolutely no reason to assume the good old high margin days of BBRY and AAPL are gone, since smartphones became commodities, having a manufacturer in every big Chinese or Indian city these days.
    Let us all run to our banks and start buying BBRY and AAPL and lets enjoy Icahn's ride up.
    Aug 15 06:09 PM | Likes Like |Link to Comment
  • Apple's Risk-Reward Ratio Makes It A No-Brainer [View article]
    Being enthusiastic about Apple's ecosystem might be a reason to invest in a iPhone, but it is by far no reason to invest in Apple shares.

    The competition between Ecosystems (iOS, WP, Android) is increasing. Operating systems resemble each other with the same functionalities, the same apps and designs. In some ways competition offers better functionality and more appealing products (Like the Lumia 925, The HTC One) with more advanced qualities than the iPhone. Apple's head start is vanishing and inevitably also its high margins.

    The only thing which could plead for Apple's high stock price is a new breakthrough invention. But again, Apple does not have any bigger chance of creating a much desired invention than players like Microsoft, Nokia or Google.

    What would Apple's stockprice be with more conventional margins of around 20%.
    Jun 25 12:29 PM | 1 Like Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    "Why? Because the iPhone has become, above all, a status symbol."

    What is so "hot", "different" or so "status" about a phone everybody (teenagers till grandparents) has in his/ her pocket?
    Sep 10 08:46 PM | 3 Likes Like |Link to Comment
More on AAPL by mr wonder
COMMENTS STATS
544 Comments
1,612 Likes