Seeking Alpha


Send Message
View as an RSS Feed
View Hayweed's Comments BY TICKER:
Latest  |  Highest rated
  • Amazon (AMZN -6.9%) is giving back most of its 2013 gains as the Street decides a revenue miss and light profit guidance outweigh a still-improving gross margin. Slowing growth and a lack of profits for the international ops is a concern for many, even if forex is a factor - international media sales rose only 1% Y/Y, though other merchandise sales rose 28%. On the earnings call, management admitted (echoing eBay) "there is some [international] softness from a macro standpoint," while adding Amazon is investing heavily in China, Italy, and Spain. Nomura is staying bullish, touting the fact total growth is holding steady. [View news story]
    My favorite is that down the road Amazon will be a cash cow. Apple is a cash cow and trades for less than 10 times earnings. Thus at some point Amazon will contract and will contract their PE very quickly and most likely more severely than what happened at Apple. Remember cash is worth cash. A bunch of warehouses will most likely be worth way less than what they cost to build.
    Apr 26 03:56 PM | Likes Like |Link to Comment
  • Apple Investors Are Missing The Big Picture [View article]
    Apple is pretty simple. The ASP is $30 less than last quarter which is about $1.1 billion difference in profit. The lower ASP is people voting for the 4 and 4s since they are the right size where the 5 is too big. Apple needs a 3.5" phone with the current chip.
    Apr 25 02:35 PM | Likes Like |Link to Comment
  • Apple Won't Buy Cirrus Logic [View article]
    The company is cheap and if Apple took them out then it is just one more component that the copycats can't buy and put in their phones. While not the most profitable idea, the fact that motorola, samsung, htc or any phone maker would have to look elsewhere would help Apple deal with the competition.

    Apple should take out Arm Holdings as well.
    Apr 19 10:07 PM | Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    I think the slumping share price means that they need a buy back but Apple does not want to pay Uncle Sam on the foriegn funds. Since Uncle Sam needs capital gains, they need to allow Apple to bring in the funds as long as they are used for a buyback, dividends or new investment. Then Apple will bring the money in, I assume Tim Cook is on the phone telling Obama we will tank the US stock market unless you waive the repatriation tax.
    Apr 17 04:36 PM | 4 Likes Like |Link to Comment
  • Google Looks Like A Pre-Surge Apple With Less Risk [View article]
    Almost all of Google's earnings are dependent on search where revenue per click is declining. It is a one trick pony throwing a lot of spaghetti at the wall hoping something will stick. Android while a market share leader is not profitable to google.
    Feb 25 10:20 PM | 7 Likes Like |Link to Comment
  • Forget $1,000, Google To Cross $1,200 Per Share On The X Phone [View article]
    Revenue per click is dropping but Google is going to make a car so no need to worry about their main business. Apple is making a fortune on phones but has no plans for a car thus they are going bankrupt.
    Feb 24 09:34 PM | 1 Like Like |Link to Comment
  • Why Apple's Profits Are At Risk [View article]
    Today I noted Verizon had a huge digital sign saying iPhone 5 now in stock which is the whole issue with Apple last quatrer. Hard to get more sales when you run out of products. When I went to the Apple store before Christmas they did not have any 27" iMacs and on the iPad Minis they only had the 64gb model. iPhone 5's were scarce as well.

    Meanwhile at Amazon more and more products are being shipped from 3rd parties. My wife bought a product from a third party and it came damaged. Numerous, I mean numerous calls were made until finally the merchant agreed to replace it. So much for Amazon's great customer service.

    Amazon is only marginally profitable after paying its workers with stock. When the stock crashes, the talent will leave and the losses will pile up.
    Jan 29 10:04 PM | Likes Like |Link to Comment
  • Apple Needs Product Diversification [View article]
    I think this line sums up why the author does not get it.

    The only Samsung phones they had in stock were the high-end expensive models.

    So you pretty much confirm that Samsung is selling a lot of cheap phones while no one seems to be buy their high end models.
    Jan 6 01:00 PM | 1 Like Like |Link to Comment
  • Why Hasn't Amazon Fallen Yet? [View article]
    I would think most of the bears have given up. The recent dive to $221 and then the quick rally back to $250 means no break in this stock. I think selling stuff at a loss and making it up on volume is a lousy model. If it worked,wouldn't best buy cut their prices and sell their stores to the bare walls.
    Dec 10 10:31 AM | 1 Like Like |Link to Comment
  • Total Black Friday revenue may have fallen, but online sales jumped 20.7%, IBM estimates. That followed an increase of 17.4% on Thanksgiving day. Shoppers are increasingly using their mobile devices to compare prices, with 24% of consumers accessing a retailer's site with a phone or tablet vs 14.3% last year. [View news story]
    and no margins - see Amazon's failure to make a profit from the past quarter and the upcoming quarter.
    Nov 25 10:47 PM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    Porsche makes the Boxster, Cayman, 911, Panamera and Cayenne.
    Oct 24 08:39 PM | Likes Like |Link to Comment
  • Amazon Grossly Overpriced [View article]
    Amazon is a great stock until it isn't. Netflix was a great stock and then it wasn't. Patience Grasshopper.
    Sep 16 09:53 PM | Likes Like |Link to Comment
  • New Reasons Not To Bet On Amazon's Smartphone [View article]
    Garmin proved that smartphones are not where you want to go.
    Aug 29 01:44 AM | Likes Like |Link to Comment
  • A Rare Glimpse Into What It Takes To Be An Best Seller [View article]
    Nice spot. This stock will eventually trend lower. Market keeps climbing so I am selling Apple and shorting Amazon.
    Aug 27 07:10 PM | 1 Like Like |Link to Comment
  • Amazon: Putting In A Little Irrationality [View article]

    I think the big issue with Amazon right now is that it is flying high on rumors of an Amazon phone and a new kindle. After Friday nights verdict in favor of Apple over Samsung, I think Amazon has big problems. I would think that Apple will immediately sue Amazon over any new Kindle that resembles the iPad or any new phone. Amazon has virtually no patents and thus would get hammered by the Courts. I would assume that Amazon is rethinking their tablet/phone strategy. If the Kindle gets canned and the phone does not appear, the hype machine is over.
    Aug 25 09:44 PM | 1 Like Like |Link to Comment