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  • Load factor drops sharply for Copa Holdings  [View news story]
    Now CPA is a bargain buy. Should be trading above $100 though all airlines are on sale at big discounts now. That will change.
    Jul 16, 2015. 12:19 PM | Likes Like |Link to Comment
  • BMO upgrades Google ahead of earnings, predicts multiple expansion  [View news story]
    Wall St continues propping up this dog which has been missing estimates for 9 straight quarters and is being beaten to a pulp by Apple.

    At this lofty PE and with ever sliding revenues, GOOG is a bubble stock one wakeup call away from plummeting hundreds of points. It may in fact start losing money soon as Apple is banning its datamining from IOS where 75% of ecommerce is and also shoving Google Search out as well. Combined this could remove as much as 50% of Google's total revenues, and FB will suffer to. But Wall St continues to love these low-no profit companies and largely ignore Apple which is on track to keep going 30% and be the 1st ever company to make 100 billion profit in one year, probably in 2017, and maybe 90 next year.

    Also when will Google come clean like Msft did and admit it lost 9 billion on Motorola?

    I predict the Apple Watch alone will make more profit than Google in 2016
    Jul 16, 2015. 12:17 PM | 2 Likes Like |Link to Comment
  • Netflix Investors Continue To Overlook This Important Fact About Subscriber Growth  [View article]
    Wall St seems to love stocks these days which lose money in exchange for user growth. FB, NFLX, AMZN, etc.

    All of these type companies are trapped in a non-profit status though AMZN has some flexibility. FB and NFLX stand out as the two horribly overvalued balloons based on temporary user growth dominance. But both will be facing fierce competition sooner or later, including when Apple TV comes out in the next few months. FB will also have to deal with not being able to datamine on IOS, which is critical to their revenue generation. Without datamining FB ads are not worth much, and with Apple TV instantly in all countries on earth, plys Alibaba's presence in mch of the world, NFLX's ambitious international expansion, and domestic expansion too may be not just slowed, but stopped and reversed.
    Jul 16, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • Top execs at Netflix focused on subscriber growth over pricing  [View news story]
    They are trying to do an Amazon, but without Amazon's cashflow. Debt spending to gain market share, losing money on each subscriber. Trying to take over the world just as Apple Tv launches globally and cockblocks them in every country. Alibaba also blocks them in China and other locales.

    Be aware, this company is a mountain of debt which loses money. Yes it has enjoyed very little competition up until this fall, but once Apple TV comes out, if Apple wants to, they can cut NFLX in half. Let's see if they want to.
    Jul 16, 2015. 11:14 AM | Likes Like |Link to Comment
  • Facebook/Oculus buy gesture-recognition firm for reported ~$60M  [View news story]
    Apple has had a secret Israeli VR lab in place for about 18 months since it acquired the inventor of Kinect. When journalists say FB has a "lead" in Vr they are doing so from a standpoint of ignorance. It could be true, but also possibly not. FB also faces a big stone wall, that is that it has pissed off Apple and Apple is so far not allowing Oculus to be used on IOS, and Microsoft has a competing product on Windows. And FB now has Google furious with them too.

    VR is 2-3 years away from being a serious profitable business, but Oculus is nifty. Still it will have stiff competition. VR headsets were actually invented 25 years ago. They are not a new thing.

    It now costs about $2000 to start playing Oculus VR. The headset is the cheap part. After that you need a super fast PC computer with professional quality memory. And your internet plan better be unlimited. VR uses huge bandwidth.

    PS: Is anyone else noticing that FB puts out more press releases than Apple, Msft and Goog combined? Seems like Zuck is replacing monetiztion with PR to keep razzle dazzling Wall St. So far it has worked, but FB is a long way from making it in ecommerce. and with Apple and IOS about to block their datamining ability they and Goog will no longer be able to target users with ads after dataining them on the OS where 75% of ecommerce exists. So FB's fuure ecommerce prospects are likely to be on Android and Windows only. That is only 25% of the market and also they are blocked from China so that is another 25% they cant access.

    As I have said many times for many good reasons,FB is the biggest bubble stock in the market. I predict it will pop by November, and pop big. Maybe down 50%. Once the effects of IO9 hit their bottomline it will be all red ink for a long time. And Goog may lose money too which is why they are starting to slash costs. But FB has not slashed costs, they are still spending big as if there is no tomorrow.
    Jul 16, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line  [View article]
    Apple Car works may be centered in Japan. Apple car now more likely.

    Apple's Japanese R&D center to tap into local materials, vehicle and health talent

    By Mikey Campbell
    Tuesday, July 14, 2015, 04:39 pm PT (07:39 pm ET)
    Alongside an expanding retail presence, Apple is building out research and development operations around the globe, including a facility in Yokohama, Japan that will reportedly focus on materials, vehicle and health segments.

    According to a report from print publication Nikkei Electronics, picked up by DigiTimes, Apple is looking to use its Japanese research center to hire local talent well versed in industries to which it is a newcomer.

    While the iPhone maker has multiple teams working on materials science and consumer applications, as evidenced by recent metallurgy breakthroughs introduced with Apple Watch, only a few are thought to be focused exclusively on vehicles and health. It is not known if Apple plans to concentrate on in-car entertainment or actual automotive heavy industries, but Japan is a leader in both areas.

    That Apple was able to successfully pitch an R&D facility on Japanese soil is a sign of changing times in a country traditionally wary of outsiders. Helping Apple's efforts along was a stimulus plan of sorts set up by the local government to boost supply chain development and encourage innovation, the report said citing industry sources. Demand for Japanese tech has waned in recent years as companies based in China and South Korea gain ground.

    Apple's R&D center will spread 269,000 square feet of work space over four floors in a building located on land previously owned by Panasonic. The initiative was first revealed by Prime Minister Shinzo Abe in December, who said the facility would be comparable to other Apple assets in the region. Construction is expected to begin later this year with an estimated completion date in 2016.

    Other Apple investments in the region include a rumored stake in Japan Display's $1.4 billion plant, which industry insiders claim will be largely dedicated to producing screens for Apple products.
    Jul 16, 2015. 10:57 AM | 4 Likes Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program  [View article]
    If you could only own one stock that stock is AAPL. The company's massive buybacks have been been priced ito the stock, nor has anything but past IpHone sales. This stock is ridiculously undervalued. AAPL may make 100 billion in profit in 2017, and yet the market cap ex cash is only about 5 times that and twice that of FB which makes no money at all, or if ay, based on accounting tricks.

    Apple should make over a trillion dollars in profits over the next decade and yet Wall St freaks out that it has such a "high" market cap". They do not value IOS at all, but IOS is the golden goose. No competitor can have IOS. No one can operate inside IOS with Apple approving, and Apple is about to flex its muscles for the first time by all but booting Google out of IOS, collateral damage FB.
    Android and Google are no longer competition, they are in trouble. Apple has already won the premium mobile/computing wars and are now starting to win the mid-range market too. This will not slow down soon. Saturation is 2-3 years away, and in that time Apple should make around 250 billion in profit.

    Also the Wall St press loves to criticize Apple, but they are always wrong. That is Apple bears are always wrong, usually deliberate liars. This recent Slice survey you mention, it was a complete fraud. Just the opposite is true. The Apple Watch may make more profit next near than all of Google, or make the entire market cap of Fitbit or seven times what FB makes. That is not a failure, that that is a huge success. But when Google tries hardware and buys Motorola, they quickly lose 9 billion. MSFT too. Even Apple's "minor" products make more money than entire mega cap tech companies. and now we see a new iPod which looks hot, just when we thought the iPod was dead. Another 5 billion on top of the cake?

    It is time to get out of the 120;s, 130's, 140's and start beginning to value this stock where it belongs, which is 180-280 depending on your time horizon. Right now if Apple had the same PE as any old average S+P stock we'd already be around 180. and we all know Apple is way-way above average.

    I recommend fully loading up on AAPL and taking profits them avoiding all bubble stocks. Wall St has had a love affair with bubble stocks which make little or no profit, but those days must end. That is what is unsustainable.
    Jul 16, 2015. 09:15 AM | 4 Likes Like |Link to Comment
  • Facebook Hits $250 Billion In Record Time, Challenges YouTube's Video Dominance  [View article]
    FB's new video push is pie in the sky and may actually lose more money than Youtube is already losing.

    right now you have Wall St rewarding stocks most of companies which make no money. And may never. The list of unprofitable winners is amazing because they are now Wall St's favorite stocks, which of course means they are all being inflated on borrowed time, and borrowed money in most cases.

    FB, TSLA, NFLX, Twitter, AMZN - all unprofitable plus tons of unproven biotechs and other hot sector momentum plays, you finish the list for me

    AAPl meanwhile is on trick to make a billion bucks in profit by 2017

    So why aren't people investing in profits anymore? I would if I were you.
    Jul 15, 2015. 08:17 PM | 2 Likes Like |Link to Comment
  • Subscriber growth dazzles at Netflix  [View news story]
    NFLX is all but doomed. Unless Apple TV gives them a reprieve and takes them under their wing internationally. Apple TV within a year will be #1 in video delivery globally.
    And they will make much more profit than Netfix could ever hope to.

    This user number growth is illusory. First, since they have a negative cashflow and ake no profit it cold be they are losing money on every customer. Second as they borrow more to expand globally and are only about 2-3% along the way, they are totally vulnerable to the Apple TV juggernaut as well as other foreign services who understand their customers like Alibaba in China.

    Netflix has been very lucky so far but likely their luck will run out in about 3-6 months then keep getting worse. They cannot compete with Apple. Or Alibaba.
    Jul 15, 2015. 08:13 PM | 1 Like Like |Link to Comment
  • Google up strongly after WSJ reports of spending/hiring curbs  [View news story]
    Be aware people. Traders jacking up GOOG stock after finding out they are cost cutting are totally missing the big picture.

    GOOG is in danger of losing money by January. They are not a growth company anymore. Apple is in the process of banning datamining on IOS and replacing Google as their main search engine. It is the ultimate cockblock in tech and Wall St has not reacted to the news yet. FB will also be cut off at the knees by this.

    My guess is that Wall St powers are so over invested in GOOG and FB as well as NFLX that they refuse to see Apple coming down the train tracks with their beloved overvalued company right in apple's path.

    So of course Google mgt sees this coming and desperately needs to slash costs to stay in the green. And they also have the looming overdue writeoff og Motorola worth a negative 9 billion to the bottomline.

    I would not buy GOOG for $350 now. Maybe $300 or better yet $250. and it may get there within 9 months. FB to $50 too.

    AAPL to $190
    Jul 15, 2015. 08:07 PM | Likes Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line  [View article]
    Spotify is roadkill of Apple's within the year. I would not be surprised if eventually Spotify and Pandora go out of business. And Netflix could be cut in half and left with a mountain of debt meaning the sock would be overvalued by at last 500%. That is the power of Apple.
    Jul 15, 2015. 08:03 PM | 3 Likes Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line  [View article]
    Apple in track to make annual 100 billion profit probably in 2017.
    When they do, the stock should be worth $300. Look for 80 this year and 90 next year. Maybe more.
    Jul 15, 2015. 08:02 PM | 1 Like Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line  [View article]
    NFLX is extremely vulnerable esp since they have no cash that isn't borrowed. Wall St pumped more helium into that bubble today ignoring the fact that Apple TV is likely going to be version #1, a content provider as well as a distribitor. Maybe it will still offer Netflix as an ap maybe not. But if Netflix survives on Apple TV #2 it will probably pay a higher commission than the current 15%, I would think at last 25%, as Apple owns the premium market in mobile and computing now through IOS.
    That essentially makes Apple an instant part owner in Netflix as it is their top distributor. And Hulu type services are even more doomed.

    be aware, if Apple though any of them had anything special they would have bought them two years ago. But AAPL can replicate and improve upon Netflix and put it on IOS.

    Also looking only at the US market is missing the picture. The international market is much bigger. if Apple Tv competes with Netflix it should steal half its US subscribers over 1-2 years. But internationally Netflix has only a few million subscribers who are not used to the service yet. Apple could come in and totally dominate there, which breaks Netflix's back because they are heavily extended on debt into the international markets.

    I still see NFLX down by 40% in the next year because of Apple V and maybe down even more once Apple takes their Disney deal at the end of 2016, which is inevitable. Also NFLX is overdue for some major flops with original programming. They were lucky out of the gate but that cannot last.

    Also see Comcast feuding with AAPl and refusing to cooperate with Apple TV. Looks like they will need to eventually capitulate too. Apple has all the loyal customers, with an emphasis on loyal.
    Jul 15, 2015. 07:58 PM | 5 Likes Like |Link to Comment
  • Apple Introduces The Best iPod touch Yet 
    Surprisingly excellent product. And people said the iPod was dead. Combined with Beats headfones it's a nifty product. Bet it makes a few billion which means it would make more than Fitbit and about as much as GoPro.
    Jul 15, 2015. 11:38 AM | Likes Like
  • Netflix Investors Be Wary Of China's Potential Costs  [View article]
    NFLX is a huge bubble now pumped with hot air on purpose. Wall St knows they are deeply in debt and any competition or mis-step will send the stock into a freefall. And competition definitely exists, esp in China but everywhere, soon. It is called Apple TV and Apple already has instant access to 500 million affluent customers internationallly plus 50% or more of the US market. Wall St seems to be intentionally misleading everyone with their constant NFLX upgrades. But Einhorn sounds an alarm and others will follow, out the door with big profits. Dont be the last one out the door. Also, Lion's gate is a scam too. I know those people. They do have one big hit but in general they are a very risky company whose management sucks up all the profits.
    Jul 15, 2015. 09:59 AM | 2 Likes Like |Link to Comment