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  • Update: Amazon Further Commoditizes Payments Industry; Negative For eBay [View article]
    Another loss leader for Amazon to be buried among their financials. Only a matter of time before the stock tanks and then the stock based compensation shift will be a major headwind. When employees demand money instead of stock the whole house of cards will fall down. 18 months from now will see a much lower stock price as losses widen.
    Aug 13 11:55 AM | 4 Likes Like |Link to Comment
  • Amazon, eBay pop on good ChannelAdvisor data; Google ticks higher [View news story]
    Miss out on the collapse.
    Jul 11 04:57 PM | 2 Likes Like |Link to Comment
  • A Phone Could Be A Catastrophe For Amazon [View article]
    How can this be a loser. Amazon uses the phone as hype. Claims it is the number one seller on Amazon and no sales figures are released for strategic reasons. Seeing one in the wild is non existent.
    Apr 13 12:56 PM | 12 Likes Like |Link to Comment
  • Staples: Good Trade? Yes! Good Investment? Perhaps. [View article]
    Already in on Staples. They are the office delivery of choice in our office park. Who goes to the store when you order online and Staples delivers to your office.
    Mar 19 12:03 AM | 1 Like Like |Link to Comment
  • Amazon confirms it has 20M+ Prime subs [View news story]
    Question is does the prime user make any money for Amazon.
    You get free shipping which has to cost them a ton of money and they give you a service that Netflix sells for $108 a year.

    If the end user averages $1340 a year with a 3 margin the person is only bringing in about $40 of profit before operating expenses. Thus to me, Amazon is all smoke and mirrors with no profit to be found.
    Jan 7 12:46 PM | 1 Like Like |Link to Comment
  • Tesla CEO Elon Musk Says Stock Price Going Up Long Term [View article]
    No one seems to note that Tesla is also not opening dealerships. In Virginia, Tesla was rejected the right to sell cars since they failed on the dealer application. Only so many cars can be sold through the internet. Dealer licenses require money and people thus reducing profits further. That is a big impediment and the big car makers who all play by these rules will push Tesla to conform to the dealer network in the USA.
    Nov 4 01:54 PM | 1 Like Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]
    Samsung is a conglomerate that produces tons of products including phones. They do not disclose the number of phones or the profit margin thus acting like they will overtake apple in profits is just a guess. Apple was Samsung's biggest customer but that is changing. When apple yanks $10 billion in chip purchases from Samsung over the next year Samsung will fell it. Also not making apple's stuff makes it much harder to copy. How else do explain the Samsung gear flop.

    Samsung will get hit in court in November with a $1 billion in damages to apple and soon thereafter with an import ban/ injunction. Apple knows it has won North America and will do well in Europe. China will take a while but selling junk would destroy apples place as an aspirational brand. Samsung makes plastic gimmick phones that the less well off or Apple haters love.
    Sep 15 05:57 PM | 3 Likes Like |Link to Comment
  • Huge Week Ahead For Apple [View article]
    Apple cannot accuse a person of having a stolen iPad as apple does not know if the person is the thief. Thieves generally sell them thus the person buying would be unaware. Accusing them of theft would result in lawsuits against apple. That is why we have insurance and have to protect our valuables. Hopefully some form of fingerprint tech will reduce the ability to steal.
    Sep 8 10:38 AM | 4 Likes Like |Link to Comment
  • Bloomberg: Icahn has $1B+ Apple stake, sees shares topping $600 [View news story]
    If Icahn is comfortable owning NFLX at their nosebleed valuaton clearly he is comfortable holding Apple.

    His move today punches Apple through the 200 moving average with authority. Cramer is saying buy Apple thus a stock that seemed dead in the water is now being talked about by everyone. And the new iPhone is not even announced yet.
    Aug 13 06:06 PM | Likes Like |Link to Comment
  • Apple continues summer rally; Needham lowers PT [View news story]
    Just means he will have to raise it when Apple gets to $600.
    Aug 12 05:30 PM | 1 Like Like |Link to Comment
  • Smart Money Shorts This Market [View article]
    With Apple's cash hoard, every 1% rise in interest rates adds a $1.50 in earnings from interest. When the fed pulls back I figure the interest earnings will add $6 in earnings or $66 at the current PE multiple of 11.
    Aug 5 06:53 PM | Likes Like |Link to Comment
  • Why Facebook Is A Great Company With Nearly Limitless Future Possibilities [View article]
    Problem is FB went from no ads to too many ads. So far they are a necessary evil. Enjoying the stock rise but the product is definitely less impressive.
    Aug 5 06:46 PM | 4 Likes Like |Link to Comment
  • Q2 2013 Earnings Report Analysis [View article]
    Maybe Apple should buy Amazon with their cash in order to convince Wall Street that apple is a growth company.
    Jul 26 05:24 PM | 2 Likes Like |Link to Comment
  • With the major averages edging towards pricey territory, Andrew Bary of Barron's screens the S&P 500 for stocks trading at single-digit multiples, then narrows the list to those whose prospects can be argued to be good. The names are all familiar ones, but their presence on the list may surprise: VLO, MPC, HPQ, FCX, ESV, PSX, GM, MET, WDC, PRU, APA, JPM, C, DE, AAPL[View news story]
    I love how people say the growth is over at Apple yet they love Google. Google has zero growth and trades at 3 times Apple.
    Jul 21 12:30 AM | 1 Like Like |Link to Comment
  • TRC Companies: A Great Turnaround Story In A Growing Industry That Could Double In Price [View article]
    Stock is on fire making big moves the last few days.
    Jul 10 12:29 AM | Likes Like |Link to Comment