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yaddayadda

yaddayadda
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  • Don't Let Tesla Bears' Cage-Rattling Knock You Off Course [View article]
    You need to edit carefully. There are too many mistakes for this article to be taken seriously -- at least for me.

    Further, while you claim Santos' piece was misinformed in its criticism of Tesla's numbers, you don't refute any of his evidence. It'd be nice if you did some research into disputing his numbers and account for them somehow. Otherwise, it amounts to a simplistic response: "you're wrong!"
    May 13, 2014. 10:36 AM | 3 Likes Like |Link to Comment
  • CNBC's Rick Santelli Is Right: Stock Buybacks Are Obfuscating Financial Results [View article]
    Just so you know, you've linked Blackberry's stock symbol when discussing Bed Bath & Beyond.
    Jul 27, 2014. 09:08 AM | 2 Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    DoctoRx: IBM has multiple moving parts, right? And not every moving part is in a growth industry. Aren't the jobs being slashed in areas where IBM is shedding its underperforming parts?
    Apr 17, 2014. 09:18 AM | 2 Likes Like |Link to Comment
  • Is Nokia Really Undervalued? [View article]
    Interesting article. Curious though about the characterization of Nokia as medium growth: if 'all goes well' for the company, isn't it automatically a high growth stock? The only way things 'go well' is if it takes market share, starting with success in China. So if you're optimistic, I'm curious how you're then characterizing the company as medium growth. This may be semantics, mind you.
    Feb 4, 2013. 09:32 AM | 2 Likes Like |Link to Comment
  • Coach's Ultimate Problem Is Its Brand [View article]
    One small point to make here: I entirely agree with the premise that Coach is sacrificing its brand image in favour of shorter-term sales, I don't believe that this is a new, or even relatively new, phenomenon. This 'feedback from females' in your respective lives is the precise feedback I had from my fiancee, among others, over 5-6 years ago. And yet Coach has still grown significantly over that time.

    I also question the premise that Coach is relegated to tier-three cities in China. I go to China regularly, and I see Coach in premium locations in wealthy neighbourhoods and malls. And on holidays, I see the Coach store packed -- far more than any other store there. That's a good and bad thing, of course: everyone's getting a Coach bag, dilutes the brand image. Flip side: that brand image has never been good among the wealthier classes. It's a middle of the road line and it has always been avoided by the wealthy. Its customer base is less concerned by having a premium image than it is by having a sturdy, good, pseudo fashionable bag that is a recognisable name -- even if that 'name' would be shunned by the rich, it's better than no name at all.

    I suspect Coach is, as jinchoice noted above, intentionally targeting a class that is not brand conscious, insofar as caring about exclusivity, but is wealthy enough to want a brand period (in other words, middle class). And while Kors is a new challenge, Kors is a slightly higher brand name with slightly higher prices, and it doesn't enjoy the same international recognition. I suspect Kors will be targeting upper-middle while Coach continues to target middle, younger, and emerging markets. Think of Coach as a teenage girl's first bag, for example, while Kors is the first bag one gets after landing a job after university.
    Oct 24, 2013. 07:12 AM | 1 Like Like |Link to Comment
  • The Strange Story At Nam Tai Will Go On [View article]
    1sd: considering that he himself is a shareholder, I suspect that self-interest still plays a role.
    Sep 11, 2013. 11:59 AM | 1 Like Like |Link to Comment
  • Ocean Rig: Offers Strong Growth Prospects And Low Debt [View article]
    Very nice, balanced look at ORIG.
    Feb 26, 2013. 07:15 AM | 1 Like Like |Link to Comment
  • Criteria To Consider For Apple's Q1 FY13 [View article]
    Rick:

    "Apple reports that the orders for components to make it's iphone5 are down 50%. "

    Apple did not report this. As such, your post advocating due diligence is based on a false premise.
    Jan 16, 2013. 11:42 PM | 1 Like Like |Link to Comment
  • Canacol Energy Undervalued And Set To More Than Double Over The Next Year [View article]
    Thank you both for your respective insights.
    Jan 13, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • How And Why I'm Averaging Into Energy Names On Sale [View article]
    I added RDS and CVX for similar reasons.

    Question, though: your FAST graphs show declining earnings for 2015 for CVX and BP. By those graphs, current price doesn't seem to be at that much of a discount at all. What am I missing here?
    Dec 22, 2014. 11:53 PM | Likes Like |Link to Comment
  • My 10 Stocks And Big Trends For 2014 [View article]
    I enjoyed this article, and while I know you added a reasonable caveat to judging the top-10 list at the arbitrary date of calendar year-end, the picks haven't done all that well.

    However, one major consideration:

    All but 2 of the top 10 did very well in the 2 months following this article. In fact, after just a quick look, had one invested equally in all 10 companies, by end of Feb could have sold out at a good ~15%+ gain.
    Dec 14, 2014. 10:05 AM | Likes Like |Link to Comment
  • Coach's Recent Quarter And The Falling Industry [View article]
    "The blame is to be put on the challenging European economic climate, shifting consumer behavior in emerging markets, and the new anti-corruption campaigns that ban lavish gifts."

    What new anti-corruption campaigns? And how does this impact Coach?
    Apr 17, 2014. 10:40 AM | Likes Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    what was the technical bounce?
    Jan 4, 2014. 10:24 PM | Likes Like |Link to Comment
  • Nam Tai: A $7 Play On Apple And China With An Analyst Price Target Of $20 [View article]
    Great comments, Bernanke101.
    Jan 3, 2014. 04:56 AM | Likes Like |Link to Comment
  • 4 Cheap Mining Stocks Trading At Fractions Of Classic S&P 500 Value Stocks [View article]
    Barrick seems to measure decently in your table. At these levels, it looks intriguing, and its all-in costs aren't bad, per your previous article on Barrick.
    Dec 21, 2013. 06:37 PM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
14 Likes