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bjnflicks

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  • Facebook: Turning On Cruise Control [View article]
    Here is very simple math even a child (but not Wall St yet) can understand.

    FB has a market cap of 240+ billion. It made 4 billion in gross revenues last quarter and probably the same in coming quarters. Profit? None because last year in order to boost revenues they sank about 25 billion into What's Ap and other acquisitions, plus they are building a billion dollar new HQ building and god knows what else Zuck feels buying. So when will FB pay off the 25 billion? At this rate maybe in ten years.

    forget about phony user numbers. Concentrate on the cash only. There is still more cash going out than coming in and when will that reverse itself dramatically to make the company even worth 24 billion? Do the math and answer that question then decide why you are holding this ridiculous stock? Just because everyone else is buying it, right? right. Bad reason. Lemmings go in two directions including over cliffs, remember.

    Ditto GOOG and also Netflix and Amazon since that bizarre 15% pop. Concentrate on profits ad nothing else and you will be safe. If not, buyers beware.
    Apr 26, 2015. 01:36 AM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    Please do not compare AAPl to BBRY or any other cel phone maker.
    That war is long over. AAPL won. Remember?

    PS: To the points reports out of South Korea are that Samsung Galaxy phones are selling poorly even in their own country. and Galaxies are the only devices which even come close to being competition for Apple.
    Apr 26, 2015. 01:31 AM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    Take profits fast on Amazon. They make no profits. same with FB and the ever failing GOOG. All great companies which poor business models except for market share, but not profits. Just the opposite of AAPL. and profit are what counts in the end.

    As for fighting the tape, that is only a mentality day traders should use. Enron was a great buy for a long time too, remember.
    Apr 26, 2015. 01:29 AM | 1 Like Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    Bottomline, there is no bear case for AAPL below a 25 PE really.
    Right now the PE is 13. Growth is so robust and sustainable, "bear case" should not even be mentioned until the stock is around $200, That said, idiots in Wall St including some big bank types continue downgrading AAPL anyway.

    Why? Who knows, it's a helicopter. makes zero sense in the real world. Only in their minds.
    Apr 26, 2015. 01:27 AM | 1 Like Like |Link to Comment
  • Facebook: Turning On Cruise Control [View article]
    Earth to Author and other Facebook buyers. facebook makes no profits. It may never make a profit. It has tons of users but most are of poor value and economics, and almost none wll ever spend a dime on facebook. it is very easy to get users by giving away services for free. when can FB start charging? Maybe never. And that is why this is a $30 stock posing as a $90 one. and even $30 is generous if you simply to do third grade math.

    The question is, when can facebook (or Google) ever charge anyone for anything withut losing them as a customer? This is their big problem, why both stocks esp FB are extremely overvalued and why AAPL as their opposite is 1000% better investment.

    Also, if you really believe FB should be worth more than Disney I have a bridge in Brooklyn to sell you. Isn't is so obvious?

    Video ads? Big f'ing deal. I click them off whenever they pop up and so does anyone else. Sometimes on Youtube I tolerate them, but that is about it. and always remember, 50% of FB users are poor people in the third world or bots or other ads. and wall st currently values Fb users at $450 apiece. IMHO they are really worth about $5, maybe $10-20 over time if FB can start charging for something, anything besides just ads.
    Apr 26, 2015. 01:23 AM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    Several corrections for this author. Apple earnings grew a massive 37% last quarter, not 30%. Their PE is also 13 not 17. 17 only if you count them as having no cash and they have more cash than God now, and much of it probably well hedged against the rise in the dollar. Or in dollars and that is an appreciating asset. They also have no debt except beneficial iBonds which a used for buybacks and when you subtract dividend and tax savings essentially costs them nothing.

    Next, never ever underestimate the power and dominance of the iPhone, nor its users regular need to upgrade ad buy more Apple products, aps and services. As a recent upgrade stated, it is not just the hardware but the software and services which are growing by leaps and bounds. Apple Pay, Apple TV, Healthkit, etc could all be bigger than Facebook (each one of them within 2 years) and the Apple Watch already will make more money than facebook.

    There is also no competition anymore. Sure Samsung and others have fancy hardware ad impressive casings, but it what's inside that counts and no one comes close to competing with IOS.

    You can also expect big future moves into the following areas and others: search, advertising, autos, home, clean energy, batteries, more wearables, luxury tech, 3D VR, gaming and financing. And do not forget that in places like Latin America, the Middle East and Africa Apple has just begun and has only 5% or less penetration. There is room for 50-10 years of super growth in those parts of the world.

    Apple's only real problem is how to satisfy demand and also negative Wall St sentiment based on nothing , no rational or fundamental reasons at all. Carl Icahn is right. If Wall St would just award AAPL an average S+P PE it would be at 185, and if they would give it a modest premium like Boeing for instance it would be at 220 and if priced like Google 300.

    Chew on those facts. This stock remains a screaming buy.
    Apr 25, 2015. 07:07 PM | 11 Likes Like |Link to Comment
  • What I Liked And Wall Street Hated Most About Facebook's Quarter [View article]
    Wall St and this author have drinken the Facebook koolaid. If you watch the Social Network movie you see a story about a brilliant but unethical antisocial kid who cheats others out of whatever he wants. Nothing has changed except that so far Wall St investors are stupider than the Winklevoss Twins.

    Here are the facts on this incredibly overvalued over estimated company.

    They spend 25 billion to set up a temporary (2-5 year window) domination of social media. They wildly overpaid for What's Ap even though it will probably never recoup its cost, at least for ten years. They make 12 billion in gross revenue, about the same as the Apple Watch. Their profits though are less than zero because they spend too much. But they don't count expenses in their quarterly reports.

    Facebook is scamming Madison ave using artificially activated page numbers by the tens to hundreds of millions. Search the words "facebook bots" and start learning. Ten year old boys in third world countries are creating Facebook pages by the tens of millions and using click bait sexy photos to insure "activity". These bots pages also activate each other. But there are no real people there and even if super model types lived in Kuala Lumpur by the millions they would be poor with no credit cards.

    As many as 50% of Facebooks "active users" are scams or are pages being activated by Fb itself. They run an ad all the the time offering a "free" Facebok page (since when do they cost money anyway?) and notice how the narration includes "we will even send messages to start the conversation going". That proves FB is in the business of coinstatly activating dead, bot or inactive accounts. and even all those new pages are just advertisements. Yes they might get a little attention here and there but they are essentially worthless.

    Plus even if they did have 900 million active users, half of them are third world poor people, and each one is currently valued at over $400 when they should be valued a no more than $10.

    Plus, FB has never made a profit, they dishonesty blame currency prices for their miss and they may never make a profit since Zuck loves to spend your money on billion dollar++ projects of all kinds, even vanity stuff like a super new headquarters which computer geeks to do not need to work in

    Beware and get out while you can with a profit . Wall ST had it right in the beginning. This is a stock that is worth maybe $30, and that's it. At least until they can think of a way to make real active users like me spend a single dollar on their site. and so far they cannot.
    Apr 25, 2015. 06:54 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    AAL is a buy as it very undervalued relative to peers.
    Apr 25, 2015. 06:43 PM | 3 Likes Like |Link to Comment
  • Apple Q2 2015 Earnings Preview: Another Strong Quarter Driven By iPhone In China [View article]
    Last quarter should be similar to this one. As the underestimation of AAPL by Wall St continues despite the post earnings pops. My guess is that a similar pattern buying pattern will continue. Up about 5% Tuesday and then some profit taking (2% down maybe) then a steady rise for about two weeks before Wall st suffers short term memory loss again and ignores the stock for two months before we do it again next quarter.

    Wall St never seems to reward AAPL stock until Apples shows them the money as opposed to overvalued stocks like FB, GOOG and Netflix which even if they disappoint are awarded a stellar premium pricing in perfection for the next 5-10 years despite the potential headwinds. And with GOOG and FB the headwinds are the saturation of ads aimed at poorer and poorer users, and the GOOG and Netflix the main headwind is Apple. This article does not mention Apple TV which I believe will make Netflix a second class company within two years, and potential Apple Search which will seriously damage Google search
    Apr 25, 2015. 12:09 PM | 18 Likes Like |Link to Comment
  • Google gains 3.3% post-earnings; cheaper Google Glass on the way [View news story]
    Google Glass Is DOA, in fact an embarrassment for the company.
    Also, for Google miss earnings yet again and get rewarded for it makes no sense. The stock is overvalued even at $450 as ad revenues are slipping and Apple is beating the pants off them in the world of mobile and computing profits.
    Apr 24, 2015. 05:53 PM | 4 Likes Like |Link to Comment
  • Facebook beats by $0.02, misses on revenue [View news story]
    And not one of them pays a dime to facebook.

    Since when does Wall St respect companies that give away everything they make for free in order to get market share?

    Well since Google and facebook arrived. Avoid both like the plague. Just the opposite of Apple whose users really are worth $1500 apiece in real cashola.
    Apr 24, 2015. 12:20 AM | Likes Like |Link to Comment
  • Facebook beats by $0.02, misses on revenue [View news story]
    name one thing great about the report. and please read the bottomline not the hyped up phony active user numbers. I am on FB all the time. it is crammed full of bot and automated activity. And when will FB subtract the 25 billion it recently spent from its profits and give a real picture of their finances? Since when does cap ex not count? This whole stock is a major accounting trick and as such it is a scam. and why invest in a scam when there are no profits and a 240 billion market cap?
    Apr 24, 2015. 12:18 AM | Likes Like |Link to Comment
  • Facebook beats by $0.02, misses on revenue [View news story]
    What's Ap is a great company that cannot make profit because it cant charge its customers. If they start charging, the customers will mostly leave. Any company that offers free valuable services will get huge user numbers. But that does not translate to any profits.
    Apr 24, 2015. 12:16 AM | 2 Likes Like |Link to Comment
  • Facebook beats by $0.02, misses on revenue [View news story]
    FB makes no profit but is valued at 245 billion. So what is the real scam and manipulation? and like all weak earners these days they blame the strong dollar. At 72 PE they should be making 20 billion profit per year. But they haven't even gotten close to paying Zuck's shopping bills yet.
    Great company, terrible awful bubble stock.
    Apr 24, 2015. 12:15 AM | Likes Like |Link to Comment
  • Facebook beats by $0.02, misses on revenue [View news story]
    Earnings were not solid, they wont even pay off the What's Ap purchase for the next four years. They need to make ten times as much to justify this ridiculous multiple. get real. even Cramer is dead wrong on this scam.
    Apr 24, 2015. 12:13 AM | Likes Like |Link to Comment
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