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  • Microsoft's Management Presents at Credit Suisse 2013 Technology Conference (Transcript) [View article]
    As we speak MSFT enterprise services are selling like crazy. Companies sit on incredible amounts of cash and MSFT is the first and only vendor that will get significant portion of that cash in 2014. I predict MSFT will quickly establisg itself as a 50-60 stock. People are poor, yes. They, me included, stopped buying gadgets even many of them have the cash at hand to buy it. Simply put there are no jobs dor many, many years now. And statistics says it will stay that way for many years. So no gadgets prospects in the foreseeable future.
    But companies are rich. They will not employ people but that cash is burden. They will spend it on Microsoft enterprise services, Active Directory, OS updates, Sharepoint, clouds etc. This 36 price will not stay for long
    Dec 16 09:47 AM | Likes Like |Link to Comment
  • LeapFrog's Disappointing Outlook For The Holidays [View article]
    This all happens because of that moron Babour who constantly sells his shares around $8. If this moron does not believe in the future of the company he leads why would anyone else. That is why big money did not jump in. Also zero debt is turn off for big money as they cannot control you if you do not depend on lines of credit. That is why this shyte of stock moves nowhere in spite of two record years and in spite of bleeding consumer
    Nov 22 08:29 AM | 1 Like Like |Link to Comment
  • Microsoft Q1 Results Impress With Q2 Likely To Show Progress In Mobile [View article]
    Apple will dominate toy segment. They may even buy LF having 147 billions of cash on their balance sheet.
    Enterprise mobile computing segment will be ruled by MS and BB (when they recover).
    Sales of Active Directory, Sharepoint etc. accelerate as we speak. This acceleration will extend to MS mobile computing segment.
    With 147bil. in cash Apple should buy both, LF to boost toy line of business to which their devices belong, and Blackberry which has the best mobile platform of all. Why they sit on all that cash boils one's mind.
    If things stay as is MS stock will soon reach $100
    Oct 26 12:08 PM | 1 Like Like |Link to Comment
  • BlackBerry: Why No One Is Going To Top The Fairfax Bid [View article]
    Patience is needed. Now with 40% (I think 60% would be better) cut turnaround will be much quicker. This should had been done a year ago. All these unnecessary workers are from Lazaridis times. At that time I was closely watching stupidities of RIM hiring malpractices. I was observing some "professors" doing hiring of IT personnel. Those professors never had worked in the industry for even one day and they were selecting IT resources, 1000s of them. One would think, them being professors of electrical engineering and computer science they would select electrical engineers and computer scientists, right? Wrong! These morons would pick aeronautical engineer over computer engineer any time of the day. Or chemical engineer over IT engineer. I happened to observe the quality of work of one such aeronautical engineer doing IT. It was a disaster in terms of quality and maintainability.
    I am deeply convinced: if Blackberry get rid of these low ability workers (based on my statistical calculations ~70% of the current workforce had been hired through above malpractice. The company should get rid of them. Only computer and electrical engineers should work on computer software and hardware jobs, period. No exceptions. That is the single key competitive advantage of Apple over Blackberry: majority of sw/hw engineering jobs at Apple are held by computer and electrical engineers. People, Technologies and Processes comprise enterprises. But People are the root force for Technologies and Processes.
    Sep 29 09:23 AM | 2 Likes Like |Link to Comment
  • BlackBerry: This Is Just Plain Ugly [View article]
    Amazing.

    On one side we have the only and the best mobile computing platform in the world - BB10.

    And on the another side we have a toy which even cannot be called an operating system - iOS7.

    Due to high unemployment globally people do not buy devices, period. That is why Apple went from 700 to 400 in spite of market share. In other words Apple became a Coca-Cola of the 2000s. Slow moving play safe giant. Worthless carbonated water converted to a sort of a brand.
    If you do not want to play Coca-Cola stock called Apple what else can you play in the hottest area of technology - mobile computing and enterprise mobile computing??
    I see only two players in this arena: Blackberry and Microsoft. Microsoft is strong in its enterprise services segment. But both, businesses and consumers, are not spending yet. Unemployment is very high. The reason stocks go up is fed money printing machine. In other words it is not only Blackberry that failed. Others failed too but their failure was and is masked.

    The good thing is Blackberry will use this dolldrum to consolidate itself. To get rid of all those engineers with wrong background (what is the purpose of hiring Aeronautical engineer for Computer enginner job?? Aren't there computer science departments at Universities? Why do we need Chemical engineers to do IT?? Are we out of our minds?? I know this stems from stupid Lazaridis times but still?)
    By getting rid of invalid workforce Blakberry is going to turn things around
    Sep 22 01:03 PM | 3 Likes Like |Link to Comment
  • LeapFrog clipped by downgrade [View news story]
    LF slipped through the net of many hedge funds. They now want to get it cheap. This is ridiculously low price now at 9.08

    This stock is going to 20 very soon. To make something really educational requires a lot of thought and planning, something what competitors will never catch up, even Samsung.
    Sep 3 10:18 AM | 2 Likes Like |Link to Comment
  • Top 10 Pick: Buy Berkshire Hathaway [View article]
    as far as I know Buffet got rid of his ibm position last year. he got in at 180 and exit around 200
    Jan 23 03:53 PM | Likes Like |Link to Comment
  • The Odds Favor Shorting Microsoft [View article]
    Based on research reports of 34 research analysts from different independent research firms, the consensus earnings per share of (MSFT) for next quarter is $0.79 USD. The yearly earnings forecast for current year is $2.88 USD and the forecast for next year's earnings is $3.21 USD. The the consensus target price for (MSFT) is 36.51 USD.
    A quantitative research models compare current (MSFT) PE ratio with historical PE ratios, adjust the historical PEs by including the influence factors like Company Growth Rate, Company Size, Financial Leverage and Price Volatility. The resulting chart shows the PE ratio of (MSFT) after adjustment to be 9.3 and compares the adjusted PE ratio with average industry PE 11.7, Sector PE 12.9, and S&P 500 PE 11.2. The adjusted PE ratio of (MSFT) is LOWER than the industry average PE ratio.
    Profit margines show the ability of the company to generate profit through use of capital. Instead of Gross Profit Margin, investor should also study the trend and figure of Earning Before Tax Margin to see how the company’s operating performance without regard to tax implications. By comparing the 5 years trend of (MSFT) Gross Profit Margin and Earning Before Tax Margin (EBT), the company's trailer 12 months EBT has showed down trend from 2012-06% to TTM%. Improvement in EBT reveals improvement in company's operating efficiency.
    ROE (Return on Equity) shows how well the company's management is growing the company's value at an acceptable rate. Because ROE weighs net income only againsts shareholders' equity, it doesn't reveal much about how well a company uses its financing from borrowing and bonds. A company with high financial leverage may deliver an impressive ROE (> 15%) without actually being more effective at using the shareholders' equity to grow the company. Therefore look at ROA (Return on Asset) as well as ROE to provide a clear picture of (MSFT) management's effectiveness.The trailer 12 months ROA is 13.7% and the financial leverage of (MSFT) is 1.77 which is higher than the industry average. The company ROE does NOT reveal the quality of the company management.
    By ploying the 5 years net earning margin with trend line analysis, a positive upward trend line reveals the improvement of net earning power of (MSFT) and a negative trend line gives an opposite observation. We observe decline during Great Depression 2008/2009, then uptrend all the way to summer 2011, the peak of European debt crisis when logically all went down, but as Europeans started resolving debt crisis, the downtrend slope sharply slowed as of June 2012, and based on this trend we can expect full recovery and uptrend in the first half of 2013.
    Account receviable turnover is a good indicator to measure how efficient of (MSFT) using its asset. A high receviable turnover ratio indicates the company is operating in cash basis. If the recevialbe turnover is high and the company's financial leverage is also too high ( > 1.8), extra caution must be taken as the company may be indirectly extending interest-free loans to their clients. MSFT receivables turnover is 7.23 and financial leverage 1.77.
    Based on average valuation ratings and mean target price estimates from 36 brokerage firms, the consensus valuation rating for (MSFT) is 2.1. Also, based on research analysts from 36 brokerage firms, the mean target price for (MSFT) is 36.51 USD. Now go and short this stock
    Jan 11 02:53 AM | 1 Like Like |Link to Comment
  • Hewlett-Packard's New Releases Will Not Boost Price Multiples [View article]
    the stock moves up because of $384m buyback. every horse is praised by his own gipsy, an old saying. Their losses increased and instead of fixing efficiency and effectiveness they buy back their own shares to boost the perception of success (interestingly, a lot of sheep out there actually believe this). I am shorting this bonbon down to $6.31 target
    Jan 11 12:54 AM | Likes Like |Link to Comment
  • Bullish On RIM? Cover Yourself With Call Options [View article]
    whoever needs call options strategy in regard to bb10 I advice him to abandon bb10 bandwagon altogether.

    the world of mobile computing will be divided on the period of before bb10 and after bb10. it is that simple.

    imagine running a full fledged relational database like Empress on - a phone (read: enterprise mobile computing platform. read: take your enterprise with you in your pocket. client tier, presentation tier, middle tier, resource tier, everything in your pocket)

    imagine full duplex communication drivers connecting you to clouds, fleets of peers, enterprises, etc. c/unix real-time executive speed that java will never catch up with.

    imagine running application servers like jboss, weblogic, websphere on your phone. enterprise in the pocket. an ultimate hacking machine. that is bb10. rule changer. my retirement pick w target price: $1000
    Jan 5 09:09 AM | Likes Like |Link to Comment
  • Research In Motion Is Up Over 100%: Time To Sell? [View article]
    read my lips: Rogers will DESTROY rim. it is unfortunate that in canada there are BRATS BELL, ROGERS, TELUS etc. who receive the lowest scores ever from consumers. it boils ones mind to see all those complains people made about Rogers especially. the best route for rim is to start moving to usa and forget canada. i called rim my retirement pick when I bought at 6.31 but rogers and similar can endanger that.
    Dec 30 11:39 AM | 1 Like Like |Link to Comment
  • A Hot Christmas Item To Make Your Portfolio Leap Ahead [View article]
    an analyst who specializes in toys sector, forgot his name. he said these guys could not produce enough to satisfy demand back in 2011, and this year they won't make that mistake. he predicts sharp increase in sales and profitability
    Dec 30 11:37 AM | Likes Like |Link to Comment
  • Analysts International: Everyone Loves A Turnaround Story [View article]
    the days of the so called "job agencies" are numbered. so called "job agencies" are synonyms for corruption of enormous proportions. just look what happened with ehealth for example. they first spent 600 million producing practically nothing. and then there was a public inquiry, small outcry. and then in next 2 years they spent 2 billions more producing very, very, very, very little. during all this time "job agencies" that "feed" them with "resources" were boosting their balance sheets, just like many other "job agencies" (read: corruption agencies). "job agencies" are a buffer for the corruption which is ENORMOUS.
    now back to those balance sheets. the question is: when not if, these "job agencies" will be put out of business. shareholders have no idea what is going on and how they are being robbed of their hard earned cash! second millennium is going to be divided in two parts: first part ruled by so called "job agencies" 2000 - 2014 when we experienced New Great Depression thanks to an incredible level of corruption inside of all the companies in North America (pardon few exceptions) well hidden behind so called "job agencies", because after all what constitutes an economy are people, processes and technologies. Put wrong people into a wrong process and that is a recipe for a disaster which we all experience. with all this technology we developed and to go on food stamps???? come on.
    as more and more shareholders realize that so called "job agencies" are money drainer and corruption buffer more and more companies will hire people directly. As the matter of fact, if a company nowadays relies on so called "job agencies" to hire people short that company immediately, mark it BEAR. only consider companies that hire people directly
    Dec 29 07:14 AM | Likes Like |Link to Comment
  • Research In Motion (RIMM) has resumed trading. Shares are up 7.1% AH, as investors give a thumbs-up to its FQ3 beat, gross margin improvement, and $950M in operating cash flow. [View news story]
    slightest glitch and this stock will go straight to $3. the stock is ballooned 10 times the 2000-2002 bubble
    Dec 20 05:59 PM | Likes Like |Link to Comment
  • A Hot Christmas Item To Make Your Portfolio Leap Ahead [View article]
    by all likelihood the company will be bought by Mattel. strong buy
    Dec 17 07:42 AM | 1 Like Like |Link to Comment
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