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MJ Pragmatist

MJ Pragmatist
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  • Why China Adds Unprecedented Strategic Value To Apple [View article]
    First, good article -- I wasn't aware of these new Chinese goals. Second, with regards to the above comments, Apple's trailing 12 month P/E is actually 14 per IBD. This is better to use than Yahoo's, which is the previous FY. Secondly, being exposed to China is very good at this point for Apple, not a negative. Think what would have happened last quarter without this 112% growth. So it's exposure to China is good, but of course the slowdown is a negative.
    Jul 27, 2015. 07:35 AM | 7 Likes Like |Link to Comment
  • Growing Opportunities For InvenSense [View article]
    As far as the above comments regarding transparency, you really need to differentiate between when the old CFO was at INVN and the new one arriving. I think the new one has been much better although he's still fairly new.
    Jul 26, 2015. 10:06 AM | 1 Like Like |Link to Comment
  • Michael Kors: Wait For A Shift In Momentum [View article]
    Very good analysis although I think for it to go up, it needs one or both of the following:
    - A clear bottom
    - Stabilized SSS

    I think 4Q CY15 might be the soonest that SSS could actually increase between e-commerce being counted, new sales strategy, and more stable YoY dollar comparisons.
    Jul 23, 2015. 08:18 PM | Likes Like |Link to Comment
  • Apple sees downgrade, defenders following FQ3 report; shares -5.1% [View news story]
    Sog35, I think you nailed it. Apple is more concerned about competitors figuring out ASP and devices sold per category than overall volume.
    Jul 22, 2015. 01:32 PM | 3 Likes Like |Link to Comment
  • Apple's call: Watch sales, iPhone/iPad inventories, China, forex discussed [View news story]
    I did my share to help buying a Watch and MacBook Pro. Great stuff.
    Jul 21, 2015. 07:22 PM | 17 Likes Like |Link to Comment
  • Skyworks Inexpensive By Broadcom Buyout Standards [View article]
    I've read many articles with their comments. These are some of the best comments. Thanks to the above, including those "pump and dump" hedge guys (smile). I appreciate both sides -- very good points.
    Jul 18, 2015. 04:04 PM | Likes Like |Link to Comment
  • Qihoo 360: Small Profit If It Goes Private, Large Long-Term Gains If It Stays Public [View article]
    I do agree that it wasn't a pump and dump scheme as some proposed. The offer price wasn't high enough. Wrt YY, they did make the offer. After the Chinese market meltdown, but they also lowered their price (it was a pretty low offer relative to what it was a few weeks earlier).
    Jul 17, 2015. 08:17 AM | Likes Like |Link to Comment
  • Qihoo 360: Small Profit If It Goes Private, Large Long-Term Gains If It Stays Public [View article]
    I agree with the article, but my biggest concern is that if the market and QIHU go up we are limited be the offer price. But if the market or QIHU crashes, the offer will be lowered or reneged. Any thoughts on this?
    Jul 15, 2015. 11:02 AM | Likes Like |Link to Comment
  • Apple iPhone: Why Slightly Bigger Means Much Better [View article]
    Using the weekly chart, there is no H&S. It has broken below its Channel Line, but there is support at $118+ from its 200 day MA. Plus, ER is soon and Cook will be buying major shares at this price if it continues. I'd be most concerned if their ER is bad and stock breaks below $118.
    Jul 9, 2015. 08:33 PM | 6 Likes Like |Link to Comment
  • Yahoo launches daily fantasy sports business [View news story]
    This should increase revenue per the 3rd bullet. It's a little late, but not too late and Yahoo has creds in this area. Good move. Definitely better than paying $10M for a has been.
    Jul 9, 2015. 08:15 PM | Likes Like |Link to Comment
  • InvenSense: Looking Into The Next iPhone And Beyond [View article]
    Having developed many wireless products, I wouldn't think a tiny chip would help much in the 5S since the basic layout is already there. It could help a lot more in the 7. I would think for the 6S, it would be about cost, performance, battery life, reliability, and who is already there (don't underestimate this part).
    Jul 7, 2015. 08:39 PM | 1 Like Like |Link to Comment
  • Chinese tech stocks crater; many names down over 10% [View news story]
    This isn't greed. It's what Buffet calls fear.
    Jul 7, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • Qihoo 360 Receives $10B Non-Binding Deal: What Investors Need To Know [View article]
    Also, why do you think the stock price has dropped to below $70 and is near the price prior to the announcement?
    Jul 2, 2015. 09:49 AM | Likes Like |Link to Comment
  • Yahoo Should Split Itself Into Separate Tech And Media Operations [View article]
    Unfortunately, I think you're right. If I'm MM, I'd keep the tech side and sell the media side. This could help its focus tremendously.
    Jun 23, 2015. 11:29 AM | 1 Like Like |Link to Comment
  • Michael Kors: An Unfashionable Portfolio Accessory [View article]
    What would your strategy yield if you didn't cover the puts except with the minimum amount of cash required? It looks pretty good.
    Jun 22, 2015. 08:10 AM | Likes Like |Link to Comment