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WildKiwi

WildKiwi
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  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    I'd rather sell too early than too late
    Jun 29 06:38 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    Yes, I took the profits and ran after a nice run-up since last summer. Stocks prices remain high historically and may be due for a correction this year rather than this becoming the new normal. An excess of dry powder is a happy problem to have. I agree with one of the comments that blue chip dividend stocks are less prone to a major correction, getting in ex-div is a viable plan. Overly-volatile mREITs are also a good play, given that they sell ex-div at a price lower than the price-dividend. I'm actively looking for good value investments too - for instance IBM is attractive at these levels.
    Jun 29 06:37 AM | Likes Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    My take:
    In the next 6 months AAPL to stay in current range and move up due to major revenue growth. But beyond that growth will tail off.

    The 5s is such a fantastic product (hype + speed + camera + packaging + iOS7 newness + "exclusivity"). The 5s is sufficient for all user needs and there is little need to replace it in the next 24 months. The device has sturdier casing than the previous models so it may take 4-5 years for wear and tear to take effect. And phone contracts are typically 24 months. The only catalyst that can trigger a pre-mature replacement cycle is a new model with a bigger screen + bigger battery - the 2 major drawbacks of the 5s.

    This means the next major replacement cycle is 2-3 years out from now. And this line of reasoning helps to explain why the 5 was not as successful because it fell between the 4s to 5s replacement cycles, causing the stock to crash at Oct 2012.
    Dec 30 07:59 AM | Likes Like |Link to Comment
  • Windstream Holdings: Short-Term Gain, Long-Term Pain [View article]
    I am with you that they need to show significant revenue growth in the business segment having now made all those investments, especially to offset the falling consumer segment revenues. And this needs to translate into FCF too. And yes, those dividend payments will be hard to sustain without them turning the corner at some point in the not too distant future. Hence the major infrastructure build-out project.

    In terms of CAPEX, they are near the end of the build-out phase, but the CAPEX necessary to maintain their asset base will be a lot less. Hence this creates more breathing space for dividend payments.

    So I think the #1 thing to track is their top line over the next 1-2 years to determine if their strategy is working.
    Dec 19 02:22 AM | Likes Like |Link to Comment
  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]
    Phone speed is everything. Having recently switched from Android to the 5s, there is no going back after experiencing the A7. And the prognosis for Intel is not good, Apple will never switch its iDevices to Intel. If anything OSX will converge on to ARM.
    Dec 1 07:23 AM | Likes Like |Link to Comment
  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]
    In life, as in gaming, timing is everything. AAPL has released a 64-bit chip whose primary usage would be for gamers to offer console-like graphics. Very soon Microsoft will release the new Xbox and Sony will release the new Playstation. AAPL are now positioned to compete in the console market with iOS by offering better integration with the digital lifestyle and comparable graphics. AAPL already has a wide range of titles available in the App Store. And the 64-bit capability allows developers to release full versions of their products on iOS rather than the trimmed down versions of the past. This could be a category killer in the console market.
    Oct 3 03:27 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Time to add Flash support too.
    Sep 16 03:28 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    I cant recall Apple announcing 2 iPhones at the same event
    Sep 16 03:27 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    This may be another buy the rumor event.
    Sep 16 03:18 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    This may be another buy the rumor event.
    Sep 16 03:18 AM | Likes Like |Link to Comment
  • Too Cheap To Ignore - It's Time To Buy EMC [View article]
    Agree that $21 WAS cheap but not now in the $24-$25 range. Why not hedge your bets and invest in the suppliers Western Digital and Seagate instead? Buying one of those 2 firms on the dips gives broad storage industry coverage and dividends too.
    Jun 16 04:27 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    The heat dissipation might help to melt your way out of an avalanche if you ever get buried in one.
    May 22 04:20 PM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    Thanks for the clarification there. Your reference to the ecosystem is important. For a handset manufacturer to make a major decision to leave the ARM ecosystem and join the Intel one, this new Intel technology would need to have vastly more performance and efficiency. Is that what the author is implying here?
    May 21 08:17 AM | Likes Like |Link to Comment
  • Are These High-Yield Dividends Sustainable? [View article]
    http://bit.ly/YG7Uuk

    http://bit.ly/10ibbEw
    Mar 20 10:43 AM | Likes Like |Link to Comment
  • EMC Ready To Rise On Big Data Analytics [View article]
    From a product perspective this is a good initiative by EMC to help businesses that have a need for this product. But in terms of revenues and stock price appreciation, I can't see this moving the needle. EMC still can't generate enough free cash flow to pay a dividend.
    Mar 11 05:27 AM | Likes Like |Link to Comment
COMMENTS STATS
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