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zaki2004

zaki2004
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  • Though David Einhorn took aim at Green Mountain Coffee (GMCR +1.5%), Starbucks (SBUX -1.7%) sold off as Einhorn expressed concerns about the coffee chain's K-Cup distribution deal with Green Mountain. Green Mountain, meanwhile, has turned positive - 34.6% of the company's float was shorted as of Sep. 14, and some of those shorts probably expected some harsh remarks from Einhorn, given his past opinions[View news story]
    GMVR goes up and SBUX down....that is a slap on the face of DE
    Oct 2, 2012. 12:20 PM | 1 Like Like |Link to Comment
  • Valuation-Based Contrarian Picks [View article]
    Cramer changes his recommendations almost weekly; he hates it one week and loves it the next; he is useless.

    INTC is a great company, selling at an attractive price, due to current weakness and since the market wants to make buck in the short term, it is ignoring the long to medium term attraction of INTC.

    It should provide the patient investor with handsome profits. This is a good opportunity to go long INTC.
    Sep 13, 2012. 02:06 PM | 3 Likes Like |Link to Comment
  • 7 Reasons I Bought Intel [View article]
    A quick short selloff this morning and INTC is up and over the previous day's closing price; a downgrade by CITI , what a brilliant move, must have taken some serious analysis by these morons especially since INTC itself stated the current weekness.
    Believe INTC has seen the bottom and is headed up. Time to buy this leader the demise of which is greatly exaggerrated.
    Sep 13, 2012. 01:09 PM | 1 Like Like |Link to Comment
  • 7 Reasons I Bought Intel [View article]
    INTC was downgraded by CITI today, brilliant analysis it must have taken, especially since INTC is down and has itself stated the weekness ....but intc bounced after the short lived sell off this morning.
    I believe it has seen the bottom ; 2013 is looking much better; smart people will pick up intc at this point.
    Sep 13, 2012. 01:06 PM | 3 Likes Like |Link to Comment
  • Starbucks Remains A Quality Long-Term Investment [View article]
    Great opportunity to add to SBUX on the sympathy dive with CMG.
    The impulse to sell at the slightest imaginable pretext in this market is amazing and should be used to profit :)
    Jul 20, 2012. 02:24 PM | Likes Like |Link to Comment
  • Buy Green Mountain And Forget About Starbucks, Dunkin' [View article]
    Be careful. Investing has little to do with hoping and wishing. GMCR made a lot of money for a lot of people, but when the fundamentals changed and the earning power evaporated, GMCR lost a lot of money for a lot of people as well.

    SBUX has one of the best managements around. They are not in the business of acquiring money losing businesses.
    Jul 20, 2012. 09:40 AM | Likes Like |Link to Comment
  • Buy Green Mountain And Forget About Starbucks, Dunkin' [View article]
    I hope you do not invest for a living.
    But thanks for a good laugh.
    Jul 19, 2012. 03:59 PM | 1 Like Like |Link to Comment
  • Qualcomm: The Long View [View article]
    Precisely. QCOM is likely the best positioned company in its sector to benefit from the mobile revolution that will drive profits for years.
    Jul 19, 2012. 09:27 AM | 3 Likes Like |Link to Comment
  • Starbucks Remains A Quality Long-Term Investment [View article]
    Great article. The deep and wide moat around SBUX and its customer base are only growing larger and with a superb management team this a great company to hold stock in for the long haul.
    Jul 19, 2012. 09:24 AM | 1 Like Like |Link to Comment
  • More on Qualcomm's FQ3: 141M MSM baseband chips shipped, below guidance of 144M-152M. Only 134M-142M shipments expected in FQ4. ASP for royalty-bearing devices was $226-$232, above FQ2's $207-$217 (due to strong iPhone/Samsung sales in March quarter). Slightly lowering 2012 guidance for royalty-bearing devices to 875M-935M.  Free cash flow $658M vs. net income of $1.49B. $617M of shares repurchased. QCOM +2.5% AH, investors clearly priced in weak guidance. (PR)  [View news story]
    Qualcomm CEO Paul Jacobs hinted at a "back-end loaded" calendar year, indicating planned recovery in the latter part of the year and likely improvement in association with iphone 5 launch. Also stronger than expected licensing revenue is helping the stock in after hours trading.
    The worst seems to have been priced in and the forward looking market should reward QCOM.
    Jul 18, 2012. 06:14 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Qualcomm [View article]
    QCOM is selling at an attractive price, down considerably from it's recent highs of spring. It should be a great stock to hold over the medium to long term for the patient investor. If they give positive guidance after the bell today, those who are buying now will be rewarded. If the guidance is week for the remainder of the year but positive for the longer term, it should slide but that would be an opportunity for the patient investor.
    Jul 18, 2012. 12:11 PM | Likes Like |Link to Comment
  • Starbucks (SBUX -1.7%) trades weak after Cleveland Research trims estimates due to its forecast that June comparable-store sales will moderate and K-Cup sales growth will slow down.  [View news story]
    The sky is falling....sell sell sell, it's doom and gloom for SBUX!! Cleveland Research knows all !!!!!
    All you sellers will be buying back at $57
    Jul 18, 2012. 11:51 AM | Likes Like |Link to Comment
  • Starbucks (SBUX +1.5%) starts to fall out of favor in the Big Apple as a host of new mini-chains start to chip away at the company's 200-store stable in the city, according to Slate. At issue: The backlash of finicky NYC consumers as Starbucks implements minor changes - such as limiting laptop use and removing cushy chairs - to keep traffic moving along at high-rent stores. [View news story]
    "Starbucks starts to fall out of favor" is quite a statement. I would like to see numbers.
    Just one of the strengths of Starbucks is the knowledge the consumers have that no matter which store, wherever in the world they go, will be able to prepare their favorite drink with consistency, time and again. Consumers can always try other one off coffee houses or mini chains but eventually most are likely to come back to Starbucks.
    Jul 17, 2012. 04:43 PM | Likes Like |Link to Comment
  • Starbucks (SBUX +1.5%) starts to fall out of favor in the Big Apple as a host of new mini-chains start to chip away at the company's 200-store stable in the city, according to Slate. At issue: The backlash of finicky NYC consumers as Starbucks implements minor changes - such as limiting laptop use and removing cushy chairs - to keep traffic moving along at high-rent stores. [View news story]
    "Starbucks starts to fall out of favor"....that is quite a statement. I would like to see numbers to back it up.

    One of the strengths of Starbucks is the consistency of its products that its customers can enjoy no matter which store and where in the world they are. Most consumers who may try a one off coffee house or a small chain are likely to return to Starbucks because it is a known entity and because of the quality of its products.
    Jul 17, 2012. 04:43 PM | Likes Like |Link to Comment
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