Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
it is water and sugar it is the brand not the product, most people failed to identify the product in a blind taste test
Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
exporting of energy in the US will definitely have quotas, too much politics. and it will be worse in canada, new provincial elections in 2013 for BC west coast, native land claims and strong environmental lobby group could delay any LNG terminal for years. "We screw ourselves big time." exactly right out of the market
"many exporting countries..." but only a few, namely Qatar, Iran, Australia and Algeria that really matter. n. america is not there and probably never will because our costs are too high.
"The tankers will go wherever they are needed" true but if they are playing the spot market price they are gambling with rate already at 120-140k; can daily rate double from here? with breakeven at 60-70k for the carriers and 200-250M build cost per carrier, what is average lifespan of a carrier?
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
due diligence? i am saying you have to investigate the company, verify everything, do not believe all the BS on the internet, it is your money.
When i buy for the long term, it is 10-20 yrs for my retirement when i no longer want to day trade, and do these short term 1 day, 1 week trades. i look at long term investing as being a partner, so i want to know everything about the company. i want know how many ships they have, their cost for each ship, interest payments, what kind of contracts they signed, long term or playing the spot market? how much are they getting? how many ships they are ordering? etc. i have no problem calling their investor relations and spending an hour on the phone. i usually review all financial statements for past 5 yrs. i'm willing to read everyone opinion about the company esp the negatives, maybe i missed something. i only hold 10 stocks in my long term port. so for me to buy a new one i have to sell out of something else, so the new stock has to be better (risk/reward) than what i already own. i like the NG/LNG sector, just looking for a way to play it for the long term.
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
"overwhelming majority of LNG ship orders in 2011 have been placed on a speculative basis"
what would happen if n.america does not export LNG in 2016-2017, would there be a large surplus of LNG carriers?
"greatest part of the new fleet of LNG ships ordered this year will go into service carrying Australian exports." do you have a number? out of the 64 being built, do you have any idea the number of carriers signing long term contracts or are the independent shippers going to play the spot price?
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
you have been blinded by the big oil producers into believing the lie, you look but you don't see and there is nothing anyone can say that will change you mind because you can't handle the truth because it would change your reality; so stay in your hole in the mountains.
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
global NG/LNG prices will come down and people are over estimating the export of LNG from the US. 2009-2010 LNG daily ship rates were approx $50k, 2012 $140k; 100-200M for a LNG carrier with a 2 yrs lag time. I'm bullish on LNG shippers but do your due diligence not all the players will be a growth and risk free investment.
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
global LNG price still have regional price differences but in general in the Asian markets the high 10-15 prices are kept artificially high by the small number of global players, namely Qatar, Iran and Australia, they are the largest exporters and lowest cost producers and set the price due to their oligopoly. NG/LNG will eventually replace coal as it is a cheaper and cleaner source of fuel and China, Korea and Japan are shifting to a cleaner source of energy. Coal overtaking oil not in north america, energy market in US is controlled by gov't and therefore lobby groups namely big oil producers.
The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF) [View news story]
Do European sales have something to do with iPhone order cut reports?
then this statement by you does NOT make sense, AAPL increase market share in US and the US market is "growing rapidly" and AAPL increase market share in the Europe as well. what was AAPL market share in Brazil and China?
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
do you have any numbers regarding this decoupling of oil and NG price ratio, what percentage decrease in global LNG price do you expect to see as new contracts are signed?
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
I don't see the NG market in north america improving, we have huge surplus of NG which will keep prices of NG low and therefore coal prices depressed as well. I believe the same conditions globally will support the global NG/LNG market to expand at the expense of the coal market.
Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
Apple (AAPL) only looks cheap if it maintains its profit margins (35.3% in 2012), writes The Brooklyn Investor. Slapping Samsung's mobile operating margin of 18% on Apple's $181B in expected revenue this year then giving it a 10 multiple and adding back cash yields a value of $370/share. Margins might not decline right away (and revenues may increase to offset), but Apple bulls are fighting the powerful historical tendency (particularly for Apple) of excess margins getting competed away. [View news story]
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
"We screw ourselves big time." exactly right out of the market
"many exporting countries..." but only a few, namely Qatar, Iran, Australia and Algeria that really matter. n. america is not there and probably never will because our costs are too high.
"The tankers will go wherever they are needed" true but if they are playing the spot market price they are gambling with rate already at 120-140k; can daily rate double from here? with breakeven at 60-70k for the carriers and 200-250M build cost per carrier, what is average lifespan of a carrier?
who do like GLOG vs GLNG vs TGP?
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
When i buy for the long term, it is 10-20 yrs for my retirement when i no longer want to day trade, and do these short term 1 day, 1 week trades. i look at long term investing as being a partner, so i want to know everything about the company. i want know how many ships they have, their cost for each ship, interest payments, what kind of contracts they signed, long term or playing the spot market? how much are they getting? how many ships they are ordering? etc. i have no problem calling their investor relations and spending an hour on the phone. i usually review all financial statements for past 5 yrs. i'm willing to read everyone opinion about the company esp the negatives, maybe i missed something. i only hold 10 stocks in my long term port. so for me to buy a new one i have to sell out of something else, so the new stock has to be better (risk/reward) than what i already own. i like the NG/LNG sector, just looking for a way to play it for the long term.
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
what would happen if n.america does not export LNG in 2016-2017, would there be a large surplus of LNG carriers?
"greatest part of the new fleet of LNG ships ordered this year will go into service carrying Australian exports." do you have a number? out of the 64 being built, do you have any idea the number of carriers signing long term contracts or are the independent shippers going to play the spot price?
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
Warren Buffett's first rule of investing is "don't lose money."
His second rule is "don't forget rule number one."
Time To Buy Brazilian Dividend Payers [View article]
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
maybe one day you will wake up.
http://1.usa.gov/HYfT2a
FYI: the world is not flat
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
you are lost!!! open your eyes!!!
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
long live the king. the king is dead. long live the king.
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]
Coal overtaking oil not in north america, energy market in US is controlled by gov't and therefore lobby groups namely big oil producers.
The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF) [View news story]
then this statement by you does NOT make sense, AAPL increase market share in US and the US market is "growing rapidly" and AAPL increase market share in the Europe as well. what was AAPL market share in Brazil and China?
Golar: LNG Shipping To Prosper As Natural Gas Convergence Is Underway [View article]
For U.S. Coal Stocks, The Long Argument Beats The Short One [View article]