Fliujniligui

Tech Bellwethers: Earnings Scorecard

Getting conservative or weak guidance from a company I can buy at one fifth of 1 year ago price and which is debtless is a good thing for the bottom fisher I am.

Apple and Google: Changing My Mind

For options, morningstar published recently a report about how to invest in options and how to analyze them, I suggest you go read that. I read it and now I understand how it works but I do not have yet the appeal to invest in options. In fact I did take an option, the one to not play with options hehehe.

I am not shareholder of AAPL and GOOG. I like GOOG over AAPL but I do not like the price of those. Yes they are making a killing in their respective business, but everyone knows it and the share price values it. I try instead to find killer business in technology who have a wide moat, a relevant product pipeline and more importantly, no debt along with a downturn in their sales and earnings who can only be short lived. Those companies I found are trading at depressed levels which are nothing if we think of them as 10 years holdings. These companies are EXFO, NVDA and INTC (and why not GE !!! now everyone blasts it for having done a profit despite the recessive mess we are in?).

AAPL needs INTC and NVDA to sell its stuff. GOOG products needs hardware to be used, so I pay a fraction of future long term earning power and growth to get companies who are anyways linked to GOOG and AAPL To be patient and wait for things to pass, I go on blogs and play computer games with my Core 2 quad and my geforce 8800 GTS who will need a replacement eventually hehehe.

The Dow's Lost Decade

I forgot to talk about CSCO but this one is a fat pick too.

The Dow's Lost Decade

I agree with that, but buying AAPL and GOOG now at the big price. As you say, investor having bought those is happy now. Holding to current positions in this stocks seems to me a good option, but it must be supplemented by a value-tech investing strategy. AAPL and GOOG will work with an Intel processor and a video card (NVDA). Earnings from INTC and NVDA along with their P/E and their technological leadership are on the raising side while the share price is on the decline side. I think we are now in the presence of a lifetime opportunity to load on these stocks as their price goes down.

NVIDIA Chosen for New MacBooks: Verdict and Prospects

Well Nvidia is the ultimate leader in GPU. I am hardcore gamer, GeForce 9400 would not allow me to play any games with satisfactory graphics, but the real stuff there is Nvidia can do mainstream stuff derived from the leading edge products it makes for hardcore gamers at first. This is a victory for Nvidia, but I would add that this is the obvious choice for AAPL. I am selling an underperforming canadian value fund and one third of the proceeds is aimed at Nvidia stock. Why keep retarded last era companies at 10+ P/E (Newspapers, Canwest Global, Overstock) when a technology powerhouse with 0 $ long term debt and a vast product pipeline that is relevant in any sector it desserves is available at a P/E around 9.

The remaining of the proceeds will go in INTC and probably GE if it goes lower a bit.