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Mondego

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  • Apple Chart Flashes Bubble Crash Warning [View article]
    I agree Fred, I really think it's profit-taking coupled with macro-economic uncertainty. If anything, that uncertainty is magnifying profit-taking from AAPL. If this stock were to crash (to $400?) in the next few weeks it would have a P/E below 10 and assuming we have better earnings next quarter, would bring the P/E below 9. I don't think so. Realistically I see the stock breaking all-time highs by the beginning of next year assuming we don't have anymore surprises (maps, riots etc.)
    Dec 11 02:38 PM | 1 Like Like |Link to Comment
  • Margin Pressures Likely To Hurt Apple Over Time [View article]
    Sounds like you have an HTC!
    Dec 5 03:10 PM | Likes Like |Link to Comment
  • Margin Pressures Likely To Hurt Apple Over Time [View article]
    I don't think AAPL products were ever cutting edge, their execution was just better than the others. The best thing they did was hire Sir Jony Ive. In my opinion that's where Apple's turn around began - when they started making computers look "cool". Now everyone is doing it. One also has to consider that people no longer want to have what Billy or Sara has. They want to be different. I think we are entering an era of self-expression. Look at YouTube and Twitter et al. Regarding phones, people will start to diverge to different hardware in order to "be different".
    With that being said I think people are putting too much weight on creativity and perhaps forgetting about how great Apple's hardware and software is. I think Apple needs to release different versions of their phone while differentiating price and design more widely.
    Dec 5 01:10 PM | 1 Like Like |Link to Comment
  • Fight Your Fear. Buy Bargains. [View article]
    I would put money into MCD before YUM. I only base this off of the long lines I see in the drive-through every single day during every single meal-hour. If we go off the cliff, hello comfort food! MCD's is cheap and it's food--people need to eat. Great long-term play when coupled with covered call writing (especially when considering the labor strikes we have been seeing, great way to reduce cost-basis). Great article Paul.
    Dec 4 05:43 PM | Likes Like |Link to Comment
  • Apple Strikes $4 Billion Android Gold? [View article]
    Too bad HTC phones are complete rubbish. Their sales are only going to fall as they lose market share to Apple and Samsung. Not a big win for Apple in my opinion - 320 million a year? or 3.2 billion over the ten year-term if numbers hold fast?

    Analysts expect Apple to sell over 45 million iPhone 5 units for the December quarter. I don't know what the price of an iPhone 5 on average is but lets say 500 (I believe its 600-700) dollars for math's sake. 22.5 Billion dollars in iPhone sales...This win against HTC represents 5.6% of projected December Quarter (Q1) iPhone 5 sales.

    "HTC isn’t saying how many phones it shipped this year in Q2, but analysts are pegging the number somewhere less than 10 million. Compare this to Samsung, who shipped more than 52 million smartphones in the same period" - http://bit.ly/Uq2QYY

    Feel free to go over my math but I think I got the point across. This is my first "analysis" posted on SA. I have been trading 6 months and have an Art Degree so go easy on me if I botched something up. Anyways, if a similar deal was worked with Samsung...oh boy!

    Not an AAPL bear by the way but this article didn't make me want to go long AAPL either.
    Nov 14 05:59 PM | 2 Likes Like |Link to Comment
  • Buy Apple On January 18 [View article]
    "The great thing about your thesis is that if followed, one should purchase Aapl right before the quarter earnings are reported. It should be a blowout quarter, so both effects would lead to a huge bounce up in price"

    Buy the rumor sell the news.
    Nov 13 05:58 PM | Likes Like |Link to Comment
  • Good hardware only goes so far when its app ecosystem is deficient: that's the common argument found in The Verge's reviews of Nokia's (NOK) flagship Lumia 920 and Google/Samsung's Nexus 10 tablet. The 920's display, design, and (with some qualifications) camera get high marks, and so do the 10's display (considered on par with the iPad), performance, and battery life. But with Windows Phone and (as far as tablets go) Android still badly trailing the competition in terms of app support, neither product gets a resounding endorsement. (WP8 review) (app efforts: I, II[View news story]
    "ps. Samsung is a South-Korean company, not Japanese"
    Ohhh, yeah it is! Oops.

    Wasn't comparing my GS2 to Lumia. Being a Zune owner this is the only reason I'd consider switching from Android. It's pretty easy to listen to music on my GS2 though. I usually start by inserting the headphone connector into the headphone jack and pressing play. Moving music isn't quite as stream-lined as using my Zune/software however. ;)
    Nov 2 04:24 PM | Likes Like |Link to Comment
  • Good hardware only goes so far when its app ecosystem is deficient: that's the common argument found in The Verge's reviews of Nokia's (NOK) flagship Lumia 920 and Google/Samsung's Nexus 10 tablet. The 920's display, design, and (with some qualifications) camera get high marks, and so do the 10's display (considered on par with the iPad), performance, and battery life. But with Windows Phone and (as far as tablets go) Android still badly trailing the competition in terms of app support, neither product gets a resounding endorsement. (WP8 review) (app efforts: I, II[View news story]
    I completely disagree with the comment about inferior app ecosystem on Android. I have yet to find a single app that's exclusive to Apple's app store that I actually want. Everything that matters [to me] is found on both. This include banking apps, Netflix, Facebook, some pretty cool Gameloft games and so forth. The only game that I wouldn't mind having that's exclusive to iPhone/ios is Activision's CoD Nazi Zombies, but oh well. Not worth owning an iPhone for. However, I agree that MS' ecosystem is deficient...for the time being. For me, it's a big deal to be able to take my battery out of my phone and upgrade the memory. This is made possible by a non-fascist manufacturer known as Samsung. "...What do you mean Doc, all the best stuff is made in Japan" -Marty McFly
    P.S. I'm not an Apple hater, I just like Android better. I would switch to Apple in a heartbeat if I could upgrade the memory in their phones instead of hacking up an extra 100-200 dollars to move to the next tier. Then again, I might think twice. It's nice using my phone as a secondary hard-drive sometimes. It's literally that easy to put movies and music on my phone.

    I am Long: Galaxy S II
    Nov 2 02:45 PM | 1 Like Like |Link to Comment
  • Apples And Oranges - Is There Anything Beyond The iPhone/iPad Story? [View article]
    Integrate Siri with your house by installing [low cost] nodules in every room which would resemble routers or even thermostats. Have a hub for your iPhone or iPad in different areas of your house (probably entrances). Dock it and it automatically wirelessly integrates with those nodules I was speaking of. Voila! you have just turned your home into a smart-house or "iHome" (too bad it's trademarked). You can talk to Siri in any room and demand things of her: change the channel, call grandma, order pizza, set an alarm for your work-out session and anything else you can already do with Siri, plus more. Siri, of course, will still talk back to you whichever room you're in. I know this has been done before with more expensive hardware and software, but I would buy it if it's cheaper. Maybe even have it come with an app that lets you program your own operations when things are said/spoken to Siri using drag and drop visual programming. I know this idea isn't quite "innovative" for Apple but it's a cost effective way for consumers to rise to a new level of indolence .
    Oct 31 02:29 PM | Likes Like |Link to Comment
  • Vringo: Parabolic Rise Imminent? [View article]
    Tyler Perry should assume all the roles. End of discussion.
    Oct 30 12:45 PM | 2 Likes Like |Link to Comment
  • Apple Q4 Earnings Preview: iPhone 5 Launch Adds To The Upside [View article]
    I love my Samsung s2. It has the feature where you can ignore calls by placing the phone face down; it goes into silent mode all-around. I wouldn't touch an HTC phone ever again. I had a HTC Touch Pro 2 and while I loved the hardware and the OS (Win 6.1 I believe) it froze up every 20 minutes, which seems to be a problem among HTC owners.
    Oct 22 01:09 PM | Likes Like |Link to Comment
  • Buy Apple Now While It's Cheap [View article]
    While I understand why people love their Apple products I will always be a PC man and an Android man. I also know how to make my electronics "just work". I love my Galaxy s2 so much that I think I will keep it forever. I love that you can upgrade memory in pretty much all phones/products except in those of Apple. That's one of the only reasons I refuse to jump on the hipster Apple band-wagon. It actually makes me kind of angry you can't swap out/upgrade your SD memory in Apple phones.
    Oct 10 09:16 PM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Vringo's Damage Calculation Looks To Be Reduced [View article]
    Re: GOOG v VRNG....Page Lawrence who is Chief Executive Officer at Google Inc. (NASDAQ:GOOG), sold 20,833 shares at $757.34 per share for a total value of $15,777,706. The shares recently traded at $744.09, down $13.25, or 1.75% since the insider sale.
    Oct 10 03:29 PM | Likes Like |Link to Comment
  • Zynga: Finally Feeling A Bit Lucky? [View article]
    Maybe I haven't searched in the right spot but I am an avid gamer and I haven't been able to find a decent hack n' slash RPG for mobile. These companies should do what they do best: "emulate" other companies. Zynga needs to release a mobile version of Diablo or Gauntlet Dark Legacy and 'kiddy-it-up' a bit so it appeals to the masses. Leverage the sales of virtual goods (weapons, gear etc.). I would play it.
    Sep 18 10:53 PM | Likes Like |Link to Comment
  • IGT is shutting down its European online poker ops due to regulations that barred users in some nations from playing against users in other nations. The move comes only a year after IGT paid $115M to acquire European online poker concern Entraction Holding; the company still plans to offer online bingo, slots, and sports betting on the continent. IGT's about-face could spell trouble for Zynga (ZNGA), which is prepping a 1H13 international online gambling launch. [View news story]
    Less competition for Zynga maybe?
    Sep 18 06:05 PM | 1 Like Like |Link to Comment
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