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  • Should You Cash Out In 2015? [View article]
    Cash out now. Try to get back in below 2000 and stay put for 2015.
    Dec 10, 2014. 10:24 AM | 2 Likes Like |Link to Comment
  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    Paulo, as always, a fun read. I diagree with some of the details you presented, but I have been a long skeptic of AMZN myself. Having said that, to me, BABA is just a platform for e-commerce. What worries me more is it is impossible to know what is proprietary about their platform or business model (there is no way to know about patents in China). The problem with 3P vender model is the loyalty of the venders to your platform. I agree that they own China (for now), but based on their current evaluation, BABA needs to have a significant international presence and loyalty of international vendors. In someways, it may be easier for AMZN to start turning profit (by reducing the rate of growth, for example) than BABA trying to win loyalty from international vendors.
    Nov 23, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • S&P 500: Generational Opportunity In The Making [View article]
    Stocks go up and down! Really? You don't know when the next bottom will be but its coming!!? Wow. That is brilliant.
    Nov 19, 2014. 09:45 AM | 6 Likes Like |Link to Comment
  • Vipshop's Stock Might Be Better Than Alibaba [View article]
    VIPS is being a middle man, similar to AMZN. On the other hand, BABA is eliminating the middle man. They are providing a platform on which the vendors and buyers can interact directly. Meanwhile, they are providing all the services the middle man used to, such as handling the payment, ordering, etc. It is a more efficient commerce model. While the revenue of BABA may correlate with their gross merchandise volume, the ultimate driver BABA's revenue will be advertising. Imagine the number of international vendors who would like to advertise to Chinese consumers directly. I agree that the stock has run a head of itself for now but disagree that it cannot double from here in next 2yrs.
    Nov 8, 2014. 07:54 AM | 5 Likes Like |Link to Comment
  • Sell-side on Facebook: Weakness a buying opportunity [View news story]
    Why would anyone listen to sell-side recommendations? They make recomm just to generate commissions.
    Oct 29, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • Will Apple Top The Whisper Number This Quarter? [View article]
    11 cents extra on EPS means additional $700mil in profit. All the upside on this earnings numbers have already been priced in. Even if they beat the whisper, the stock will go down unless the guidance and the margins are significantly ahead of the exptectations.
    Oct 20, 2014. 12:37 PM | Likes Like |Link to Comment
  • Morgan Stanley adds Apple to Best Ideas list [View news story]
    "Best Ideas"? ---is that like "BUY".
    Oct 15, 2014. 10:58 AM | 1 Like Like |Link to Comment
  • Whisper Number: How Will Intel Investors React To Earnings? [View article]
    Its almost a given that they will beat. If Europe revenue is low and the guidance is weak, INTC will drop below $29.
    Oct 14, 2014. 02:50 PM | Likes Like |Link to Comment
  • For Retirees, Have The Last 15 Years Been The Worst Of Times? Ever? [View article]
    Realestate, especially rental properties, are another option. The pain of subprime crisis is still fresh, but owning a rental property can be a good source of steady income that can supplement equities or bonds.
    Oct 8, 2014. 07:02 AM | Likes Like |Link to Comment
  • What Does Saturday's Data Mean For The China Trade? [View article]
    Buy China on its way down. When it bounces, you will not be able to catch it.
    Sep 24, 2014. 08:21 AM | Likes Like |Link to Comment
  • A Bigger iPad To Reverse The Declining Sales Trend [View article]
    Interesting discussion. However, I am going to reserve my euphoria until I see the price point and more importantly, the margin on this product. I would love to hear from anyone one with this info. Thx
    Aug 30, 2014. 10:11 PM | Likes Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    IBM missed the mobile movement big time. Sometimes cheap stocks are priced low for a reason.
    Aug 8, 2014. 02:28 PM | Likes Like |Link to Comment
  • More Signs A Market Bottom Is Forming [View article]
    Congratulations on your courage! I hope you're right, but I am not jumping in as of yet.
    Aug 6, 2014. 09:45 PM | Likes Like |Link to Comment
  • Is Apple Poised To Beat The Whisper Number? [View article]
    Given the range of estimates on just about every aspect of AAPL's business, anyone who predicts the correct EPS is more lucky than good. AAPL business in China is opaque, there is no way to know what is going on in India, etc..... I am holding whatever few shares of AAPL I have for next 5 yrs. A stock that pays 2-3% dividend and has a forward P/E of 10-12 is fine by me.
    Jul 22, 2014. 02:08 PM | 3 Likes Like |Link to Comment
  • Now It's Really Time For Apple To Buy BlackBerry [View article]
    Nice fantasy.
    Jul 16, 2014. 07:29 PM | Likes Like |Link to Comment