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  • Cook: Apple Watch to ship in April [View news story]
    This is the last hurray for Apple - there has not been any real innovative products from the company since the iPad. Core products are simply evolutionary rather than revolutionary (much like MS Office). And I suspect that the watch will be a flop due to the small screen and the lack of "wow" factor. In fact, less and less people wear watches everyday.

    Doesn't mean that the stock won't go up in the short term (and the next couple of new iPhones may still sell like hotcakes), but long term, likely candidate as a value trap.
    Jan 28, 2015. 06:47 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    I'd like to throw some number for argument. Express Script makes about USD8 billion of gross profit annually. On the other hand, Gilead's revenue is about USD11 billion. If we get rid of Express Script entirely, does it mean that patients potentially get to save 72% off their bills?

    I know it is not as simple as this because the entire drug market is much bigger than Gilead. What I am thinking about here is what is more morally hazardous and hurting the patient's pockets? High drug prices by the people who actually invent them by throwing lots of R&D money into it, or middlemen who exists purely because of the inefficiency and complexity of the healthcare system?
    Dec 23, 2014. 01:36 PM | 2 Likes Like |Link to Comment
  • NQ Mobile's (NQ) CEO Omar Khan On Q3 2014 Results - Earnings Call Transcript [View article]
    The fact that NQ has hired a rubber stamping foreign CEO to face investors is a tell-tale sign that something isn't right. Nothing against Khan, but NQ is clearly a Chinese company and the only reason why I can think of him being hired as CEO is because the real person in-charge doesn't want to deal with investors. I mean, Khan was Global Head of Mobile Centre of Excellence in Citi - hardly C-suite material - before they picked him to be CEO.
    Dec 19, 2014. 11:30 PM | 1 Like Like |Link to Comment
  • The Muni Meltdown That Wasn't [View article]
    I have commented several times here and elsewhere, Meredith Whitney is a one-shot pony that got lucky once. Now her hedge fund is in trouble. What is she doing managing a hedge fund in the first place?
    Dec 19, 2014. 11:24 PM | 1 Like Like |Link to Comment
  • Michael Kors: Undervalued And Has 25% Upside [View article]
    Remind me why you are using net income as a proxy for cash flow?
    Aug 12, 2014. 01:42 PM | Likes Like |Link to Comment
  • Update: Coach Earnings [View article]
    Parent company for Gucci
    Aug 8, 2014. 09:54 PM | 1 Like Like |Link to Comment
  • Why Kors Can't Eat All Of Coach's Lunch [View article]
    I guess you would classify Hermes as a toothpaste company?
    Jun 24, 2014. 07:23 AM | Likes Like |Link to Comment
  • Hard Times Are Not Over For Coach [View article]
    KORS simply takes Prada designs, lower the quality of the make, and puts on their own logo. Simply don't understand the value proposition.
    Jun 24, 2014. 02:30 AM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Xiaomi phones have their own following and the latest models are basically sold out on launch. The problem with iPhones in China is that until very recently, they aren't compatible with China Mobile's TD-SCDMA network. This means that to own an iPhone in China means you have to either endure (a) less than ideal coverage from Unicom or China Telecom or (b) stick with China Mobile's 2G speed. Either way sucks really. So it doesn't matter how good iPhones are, they are purely a "symbol" for some. Even after the China Mobile deal, I cannot imagine Apple making a lot of TD-SCDMA iPhones. Xiaomi, on the other hand, builds models for both types of networks.
    Jun 12, 2014. 11:18 AM | Likes Like |Link to Comment
  • Hard Times Are Not Over For Coach [View article]
    Is this article a rehash of the 10Qs and 10Ks?
    May 28, 2014. 10:07 AM | Likes Like |Link to Comment
  • Why Is SunPower Planning To Issue Solar Asset-Backed Bonds? [View article]
    SPWR has great technology. Unfortunately, the solar downturn has left the company's capital structure in very bad shape ... warrants, convertible bonds, etc. Just not sure what portion of the company is left for the public shareholders.
    Apr 9, 2014. 02:50 PM | Likes Like |Link to Comment
  • Why Kors Can't Eat All Of Coach's Lunch [View article]
    Young girls are very fickle-minded, today it is KORS, tomorrow it is KATE. Don't bet your money on what young girls want to buy today, because the answer is likely different tomorrow.

    The idea is not to chase the fashion trends (i.e., chasing behind young girls' minds), but establish a niche to sell your products to people who are returning customers (and afford to do so).
    Mar 18, 2014. 02:13 PM | Likes Like |Link to Comment
  • More on the HSBC earnings miss [View news story]
    when will investors finally learn that the current CEO and his cronies in London are a bunch of underachieving fat cats? earnings miss, job losses but executive salaries go up? come on!
    Feb 25, 2014. 07:51 AM | Likes Like |Link to Comment
  • Why Kors Can't Eat All Of Coach's Lunch [View article]
    Given the price range, COH does not experience significant "knockoff impact", unlike Prada, Chanel, LV, Gucci, etc.

    Neither does KORS but for a different reason - KORS handbags already look like cheap Prada knockoffs, and will probably make inroads in North America. Not in Europe and not in Asia.
    Feb 21, 2014. 06:51 AM | 1 Like Like |Link to Comment
  • Will Michael Kors Continue To Eat Coach's Lunch? [View article]
    Some good performance from the company plus a lot of herd mentality ...
    Feb 4, 2014. 10:42 AM | 1 Like Like |Link to Comment