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Tylerdurden7331

Tylerdurden7331
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  • VIX - Options Volatility And Market Sonar: Thursday Recap [View article]
    Erick, how are you playing AAPL right now?
    Jan 24 07:09 PM | Likes Like |Link to Comment
  • Google (GOOG -1%) has ticked below $700 ahead of today's Q4 report. Stifel's Jordan Rohan (Hold) worries results will be hurt by the margin impact of Nexus tablet and Chromebook sales and a shift towards mobile ads (estimated to make up 20% of ad sales), which still carry much lower rates than PC ads. Soft mobile ad prices contributed to a 15% Y/Y cost per click decline in Q3, but at the same time, mobile ad sales appear to be soaring. The impact of YouTube's growth and shifting e-commerce ad sales are also worth keeping an eye on. [View news story]
    Ignorant comment. Google make money from search/advertising. Android is open source. Apple make money from selling product. Main revenues come from different places...
    Jan 22 04:31 PM | Likes Like |Link to Comment
  • Too Many Tech Bargains: Which Is The Best Bet For Now? [View article]
    11.3
    he has a typo.
    Also MSFT market cap is 229.3 billion, not 22.93b...

    Need some serious proofreading.
    Jan 22 03:07 AM | Likes Like |Link to Comment
  • Buffett-Style Valuation Of Apple Inc. [View article]
    Although I haven't played around w your model, I like your analysis in general, except I don't know if I would forecast into 2024. 5 years would be sufficient. But I probably give higher baseline growth assumption for those 5 years, that Apple is shifting its focus to China. Also you forgot about marketable securities in cash and cash equivalent, like ISRG buyer said. That will boost your valuation of Apple to something above 590. And I wouldn't pin valuation to one number. A confidence interval would be better.
    Jan 21 03:52 PM | Likes Like |Link to Comment
  • VIX - Options Volatility Market Sonar: Thursday Recap [View article]
    call stupid as oppose of a call spread. You double up on directional bets rather than spreading.
    Jan 17 06:57 PM | 1 Like Like |Link to Comment
  • VIX - Options Volatility Sonar: Wednesday Recap [View article]
    Erick, how do I sign up an account with LiveVol? I realize LiveVol clears through Interactive brokers.
    Jan 17 02:59 AM | Likes Like |Link to Comment
  • VIX - Options Volatility Sonar: Wednesday Recap [View article]
    Man, I love those updates.
    Jan 17 02:19 AM | Likes Like |Link to Comment
  • 77% of growth funds studied in Bernstein's Dec. analysis of 800 mutual funds owned shares of Apple (AAPL -3.6%), down from 82% in a Dec. 2011 review. Moreover, their average position relative to Apple's Russell 1000 weight had fallen markedly. However, Apple's penetration of value funds rose to 40% from 29% over this time, though its average weight remains only 0.4x that of its S&P 500 weight. Bernstein's conclusion: Apple needs to reel in more value investors by hiking its dividend - the current yield is 2.1%. (order cut reports: I, II) (previous[View news story]
    This!
    Jan 14 06:59 PM | Likes Like |Link to Comment
  • Something Is Definitely Broken With The Market [View article]
    "AMZN on the other hand is incredibly diverse with revenue streams in very different areas. It's virtually impossible for anyone to truly "compete" against them."

    lol, for a company that has virtually no competitors, it still has negative earning. haha, now think about some revolution in e-commerce down the road, when competitors appear, what will Amazon do then? (and it will, it already has)

    I tend to see Amazon has very specialized competitors in each different sector. Remember what Jack Welch did when he first become CEO of GE, he sold all the unprofitable sectors and enhance its leadership position in the sector they have a competitive advantage. "Diversified revenue from different stream" is not necessarily a good thing. Just Tim Cook said: you can only do great things a few times...

    "Compare AMZN to WMT. WMT does have better margins but only due to the investment in fulfillment centers, etc. by AMZN. Once that spending slows and AMZN owns ecommerce, then margins will be much larger than WMT."

    Amazon does spend billion to build infrastructure every year. I believe thats why they are traded at high multiple, because they are selling a prospect. Once they slows down investing and spending, that will be the end of it. They will be traded at WMT multiples.
    Jan 14 06:50 PM | 7 Likes Like |Link to Comment
  • Apple (AAPL -0.6%) sell-side roundup: 1) CES sources tell Topeka's Brian White a 2nd-gen iPad Mini will be launched in March, along with the expected 5th-gen iPad. 2) Barclays' Ben Reitzes calls new corporate controller Luca Maestri a "champion of shareholder return." Maestri's new boss has already shown an interest in that subject. 3) CLSA and Canaccord become the latest to slash estimates while reiterating bullish stances. Canaccord says checks indicate the iPhone 4 remains popular, something it thinks drives home the value of a cheaper iPhone. [View news story]
    Anyone has any idea how good the CLSA analyst Avi Silver's sales estimates were in the past? The analyst from CLSA who gave Apple 770 price target was Steven Fox. It seems to me, they changed the analyst who covers Apple?
    Jan 11 11:46 PM | Likes Like |Link to Comment
  • One more reason why a cheaper iPhone could make sense: unsubsidized iPhone prices are often even steeper overseas than in the U.S. The 16GB iPhone 5 sells for $649 unlocked in the U.S. (or perhaps ~$700 after sales tax), but for $840 in China, $735 in Sweden, and a full $955 in Italy. A source tells Bloomberg Apple (AAPL) is weighing prices of $99-$149 for a low-end iPhone, while adding the device "may be smaller than current models." The ever-bullish Gene Munster imagines a $149-$199 price tag, and thinks the device could add $6.5B in annual sales. [View news story]
    Thank you. Finally some voice of reason.
    Jan 10 03:09 AM | Likes Like |Link to Comment
  • One more reason why a cheaper iPhone could make sense: unsubsidized iPhone prices are often even steeper overseas than in the U.S. The 16GB iPhone 5 sells for $649 unlocked in the U.S. (or perhaps ~$700 after sales tax), but for $840 in China, $735 in Sweden, and a full $955 in Italy. A source tells Bloomberg Apple (AAPL) is weighing prices of $99-$149 for a low-end iPhone, while adding the device "may be smaller than current models." The ever-bullish Gene Munster imagines a $149-$199 price tag, and thinks the device could add $6.5B in annual sales. [View news story]
    If it is true, it will be pretty fantastic. Apple will continue to attract more ppl to its ecosystem at a very high pace.
    Jan 9 07:40 PM | 3 Likes Like |Link to Comment
  • One more reason why a cheaper iPhone could make sense: unsubsidized iPhone prices are often even steeper overseas than in the U.S. The 16GB iPhone 5 sells for $649 unlocked in the U.S. (or perhaps ~$700 after sales tax), but for $840 in China, $735 in Sweden, and a full $955 in Italy. A source tells Bloomberg Apple (AAPL) is weighing prices of $99-$149 for a low-end iPhone, while adding the device "may be smaller than current models." The ever-bullish Gene Munster imagines a $149-$199 price tag, and thinks the device could add $6.5B in annual sales. [View news story]
    maybe the new phone only cost 50-75.
    Jan 9 07:28 PM | 4 Likes Like |Link to Comment
  • Verizon Wireless (VZ, VOD) says it expect to report 9.8M smartphone activations, "with a higher mix of Apple smartphones," for Q4. That figure is up 29% from the 7.7M smartphones activated a year ago, and 44% from the 6.8M activated in Q3 (46% of them were iPhones). Verizon's Y/Y growth rate is easily above that of AT&T (T - previous), which is more iPhone-dependent, but its Q/Q rate is slower. The smartphone sales, together with strong indirect channel growth, will lead to a slight Y/Y drop in EBITDA service margin. VZ -0.5%. AAPL -0.7%. (CEO remarks: I, II) Update: Verizon PR tells Seeking Alpha the iPhone mix was higher relative to both Q3 (46% of smartphone sales) and Q4 2011 (56%). [View news story]
    The SEC filing did not say if the higher share was based on the December 2011 quarter (56% Apple share) or the September 2012 quarter (46% share).
    Jan 9 12:58 PM | 1 Like Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    So did you publish the same kind of article that innovation of $AAPL is coming to an end, when they released iPod, iPod nano and iPod shuffle, targeting different consumers, a few year ago?
    Jan 9 12:44 PM | Likes Like |Link to Comment
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