VSD

Apple Remains Overvalued, Despite Its Gadget Glory

How are you valuing apple? It is going to earn oer $10/sh in 2010 i.e. 12x fwd p/e. It is growing at 35% yoy. 30% of PCs shipments in 2012 will run macos.

Apple Hits 100,000 iPhone Apps: Is the Choice Worth the Cost?

100K apps on iPhone is more than what you have no PC. Now do you believe in mobile internet?

Apple: Plenty of Upside Left

apple will make $16/sh in 2010 assuming expected accounting changes and pick up in corporate computing. enterprises are seriously considering win7 vs. apple.

Oil's Chart Shows Weakness

Oil is going down to 55. It is the last stimulus that we have left to offer.

Baltic Dry Index Remains Flat as Markets Continue to Rally

Chinese are done diversifying their reserves into copper, ore etc. That is shown in BDI. The market is creating a rally to sell into to test much lower levels...

Expect Slow Growth of Crude Oil Demand

is not about demand, it is about the dollar.

Don't Expect Big Things from Apple Today

The buyers come in the last hour

10 Reasons Not to Buy Apple

There is one reason to buy apple. Its earnings are going to blow away estimates and it will guide higher.

Markets Will Rally, But Now Is Time to Be Prudent - Canaccord

Let the earnings reveal the strength of the green shoots. Financials, Energy and Technology had a great quarter. Sectors that depend upon credit for growth will report ordinary earnings.

USO Begs Short Position as Oil Tops $53.50

The inventories of 360M is not enough to hedge against the next spike in oil prices. In summer you will see draws of 6-7M barrels from inventory.

Has Oil Topped in the Near Term? Perhaps.

Oil is discounting the falling dollar better than the dollar itself; that is why this gravity defying rise.

Will Najarian's Prediction of a Stock Market Explosion Come True?

M2M does not help. The assets are marked down already. What about the bad bank proposal? At what price will they buy the toxics?

Apple Will Survive Jobs' Departure

First of all Jobs has not departed yet. Second, don't underestimate people's sympathy buying of apple products after Jobs news. This whole Jobs affair might be the best marketing campaign for apple.

Iraq Production, Conservation Could Keep Oil Price in Check for Years

You are not taking into account increasing demand for energy that we are likely to see given the unprecented availability of capital because of liquidity in the system. If everybody in the world only drives 1mile/day more, we consume all excess oil in the system.

Four Dying Silicon Valley Companies

I just bought these four companies as they will outperform the rest of tech sector when the economy rebounds. Besides the contrarian play here are the reasons why one should buy these companies

AMD: Countries around the world are realizing that homogeneous microprocessors is a national security risk. AMD has investment from middle east. China is developing its own micro around MIPS. Any firm that effectively competes with intel will not die.

Java: Sun made money selling to telcos. When telcos server spending dried up, so did Sun. Cloud computing once again brings telcos back into computing.

Palm: Cell phones are not like PCs. They are more like video games. People switch when a blockbuster hits the market. It takes one hit to take a company to new highs. The next version of Palm is expected to be that.

YHOO: Yahoo is the application layer of cloud while google the infrastructure layer. People search google and often find themselves on yahoo content/application.