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  • The Stock Market - It's Over [View article]
    I love it. Doom and gloom articles. Please transfer more shares to me
    Oct 2, 2015. 03:22 PM | Likes Like |Link to Comment
  • Will Apple Own The Payments Customer? [View article]
    The average person carries 2-3 credit cards. I would venture to guess that you and he majority of Applepay users probably want the credit card displayed when you make a purchase. There is a certain "rhythm" when making a credit card purchase.
    Sep 23, 2015. 12:33 AM | Likes Like |Link to Comment
  • Will Apple Own The Payments Customer? [View article]
    A few more thoughts

    "I dont let me repeat when i go to Whole Foods and pay using Applepay, I dont check for the Visa logo, or any other card logo. I dont focus on what card I register.."

    Whenever someone uses Applepay, Android Pay or Samsung Pay, the Visa credit card is prominently displayed on the screen of the phone, reminding the consumer that you ARE still using a Visa everytime you use ApplePay.

    The adoption of NFC technology is still low. SamsungPay through Loopay and MST already has the capibility of using its payment in over 90% of terminals. It looks like it is already doing well in S Korea and will soon be launched in the US

    Despite the nice technology, simply taking out my plastic card is still the most frictionless method for me to pay at stores

    My feeling is that all three, Applepay, Android Pay, Samsung Pay will to some degree do well. If that is the case, it will bode well for the credit card processors
    Sep 19, 2015. 02:23 PM | 1 Like Like |Link to Comment
  • We Love Under Armour, But It's Time To Sell [View article]
    The difficulty of investing in growth stocks....they just keep going up despite high PEs. People say they will buy when there is a correction. The problem is they usually don't correct to "reasonable" levels and when they do, people are afraid to pull the trigger.

    What happens if you bought UA when it was 10 (in a non retirement account). So should you sell at 102, knowing that you will have to pay capital gains taxes?
    Sep 18, 2015. 06:56 PM | 2 Likes Like |Link to Comment
  • Will Apple Own The Payments Customer? [View article]
    Personally, i think FB (along with its subsidiaries Instagram and WhatsApp) is the one to watch in the payment space. The sheer number of users (2 billion and growing) who are "locked" in the ecosystem is very hard to ignore. They are compatible with both Android and IOS.
    The problem with declaring Apple "owning" the payment space is that it not a monopoly. FB with its affiliates really is a monopoly.
    Sep 18, 2015. 12:19 AM | 1 Like Like |Link to Comment
  • MasterCard's (MA) CEO Ajay Banga Hosts Investment Community Meeting (Transcript) [View article]
    I printed it out today and will read it over some coffee.
    Sep 16, 2015. 09:30 PM | Likes Like |Link to Comment
  • Disney: Ignore The Panic Over ESPN, The Stock Is Worth A Look [View article]
    Who has been the biggest buyer of DIS recently? None other than Mickey himself. DIS bought back 2.4 billion dollars worth of shares during the past 1 month or so.
    They will buy back 6-8 billion dollars worth of shares in 2016.
    My piece of the DIS pie continues to grow.
    Sep 16, 2015. 09:22 PM | 1 Like Like |Link to Comment
  • Viacom: Lost In The Collapse [View article]
    It has been said that "Content is King" This is very true. Thats why Nflx and other companies are trying to build uo content. Without content, Nflx or Apple TV would have no value. It would be like a shopping mall with no stores.

    That said, pure content players Viacom etc are also vulnerable and at the mery of distrubutors.

    That is why CMCSA and DiS are so desirable. They have great content. But they both have a great distribution platform to distribute their products to the consumer's eyeballs. Their amusement parks, resorts, games etc are all a form of distribution to the public.
    Sep 5, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Monster Beverage: The Bubble Continues To Inflate [View article]
    I was told MNST was overvalued over a decade ago.
    Sep 5, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • A Fundamental Look At Disney And Its Competitors, And Why Disney Is A Buy [View article]
    People who are concerned about Espn should remember that the media division is still highly PROFITABLE. It is still guushing with cash. Who in their right mind would stupid enough to dump their golden goose before its time?

    CMCSA and Dis are the best of the breed. CMCSA is more adult centric while Dis is more kid centric
    Sep 5, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • Steven Spielberg Didn't Produce Enough Value For Disney [View article]
    2 times is when you start making money. So yes, Antman is highly profitable.
    Also keep in mind, for every 1 dollar Star War makes at the box office, expect to see another 5 dollars through merchandising etc. Quite a cash cow for Disney.
    Sep 5, 2015. 02:10 PM | Likes Like |Link to Comment
  • Waiting For The Stock Market Correction? Good Luck With That [View article]
    The beauty of picking individual stocks is that you are not at the mercy of the market. Regardless of whether the overall market is up or down, there are always stocks on sale at decent valuations.
    Sep 3, 2015. 12:44 PM | 4 Likes Like |Link to Comment
  • Apple's Move Into Content Creation Could Devastate Netflix And Amazon [View article]
    AAPL should buy DIS.
    Sep 1, 2015. 01:04 PM | 3 Likes Like |Link to Comment
  • The Force Is Strong With Disney's Star Wars 7 Debut Deal For IMAX Theaters [View article]
    For every box office dollar Star Wars gets from the movies it"ll get roughly 5-6 dollars from other sources.
    Aug 31, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • Blood In The Streets: Does Anyone Remember The Tech Bubble Or The Housing Crash? [View article]
    Ive been through both internet and housing bubbles. It permanently scarred many investors who are no longer in the market.
    Aug 29, 2015. 02:35 AM | Likes Like |Link to Comment