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davidibanez

davidibanez
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  • Microsoft: How Much Could The Next Dividend Hike Be? [View article]
    The dividend will be 10% minimum. More likely 15% because of share price increase. The dividend increase in 2016 could be 9% to 10%. But this year? It will be 15%.
    Jun 8 08:35 PM | Likes Like |Link to Comment
  • No. The Microsoft Surface Pro 3 Will Not Replace My Laptop [View article]
    You are a gentleman, for sure, Michael. The more this one writes the higher Microsoft has climbed in share price. It's a proportional relationship between his bashing of MSFT and its higher share price and increased dividends. It would make a fascinating chart to superimpose his "articles" and predictions against the total share increase of MSFT. He's the poster child for what people don't like about Apple fans. For the record, I own an iPhone, iMac and iPad, but all my businesses are exclusively PC Microsoft and Windows only. And the Surface Pro is amazing. I will be giving my Surface Pro to my son and will buy the Surface 3. I can't wait to get this thing.
    May 26 09:31 PM | 5 Likes Like |Link to Comment
  • Yahoo! Inc. Quarterly Valuation [View article]
    I think the big surprise in Yahoo's next quarterly report will be that Tumblr is becoming monetized and that its projected advertising growth will raise eyebrows. I wasn't big on the Tumblr purchase and it took way to long to begin monetizing it, but that said, it's going to be a gold mine that will surprise people. Yahoo is undervalued. With Alibaba, it's easy a $45 stock.
    May 23 06:31 PM | Likes Like |Link to Comment
  • Windows 8.1 With Bing: Microsoft Continues To Push Windows Pricing Closer To Free [View article]
    ...and 38% growth is very impressive.
    May 23 06:20 PM | 1 Like Like |Link to Comment
  • Alibaba's IPO Could Bring Yahoo Lots Of Cash And Then What? [View article]
    Yes. And I like the Weather app. It's superb. But for me, it's now down to "show me the money" as it is for investors. Honeymoon over. Don't shoot the messenger. Money will move in or out of Yahoo only with confidence that the top line and bottom line are growing and that the Alibaba money won't be wasted on epic failures like Henry DiCastro and $1 Billion for Tumblr. Google monetizes its unique visitors. FaceBook learned how to do so in stunning speed. Yahoo could increase their UV's by another billion and if it is not monetized and growing top and bottom lines then it's just a circus. YouTube is fun...but it is a serious cash cow.
    May 12 06:22 PM | Likes Like |Link to Comment
  • Alibaba's IPO Could Bring Yahoo Lots Of Cash And Then What? [View article]
    Marissa Mayer doesn't seem to be aware of (or worse, doesn't care) that investor fatigue is setting in with Yahoo institutional and small investors who she has done absolutely nothing for these past two years. Investors have lot of other choices. Maybe this is why Dan Loeb split Yahoo. He saw the writing on the wall and split.

    Yahoo's Board need to put down the pompoms and deal with the growing emergency by telling Marissa that investors did not get their Yahoo stock for "free" like she did, but actually paid for it with their money -- money that she has wasted. Any new Alibaba money should be returned to the stockholders and investors should be told so this week. No more wild spending sprees.

    Mayer's honeymoon is over. Long over. Yahoo's core business (without Alibaba) has to show immediate growth at the top and bottom line. The Alibaba money belongs to the shareholders. If she betrays that trust, she will never be CEO anywhere else again. She's very, very close to becoming a cartoon caricature. In fact, it has already started.

    She's clearly intelligent. But is she wise? I'm not so sure anymore. She has a very short time to reassure those that purchased Yahoo (and those that may consider it) that she's that "good steward" that she suddenly has been coached to talk about. Being honest, her late-to-the-game "good steward" comment really came off sounding hollow and insincere.

    If the stock drops anymore, I wouldn't be surprised if a seriously focused investor activist began buying up stock with designs in firing her and throwing her out. I think, at this point, Yahoo longs would stand and cheer. In fact, it may already be under way. Unfortunately, I don't think she has a clue as to just how angry Yahoo shareholders are with her silliness right now
    May 11 08:09 PM | Likes Like |Link to Comment
  • Yahoo: A Puzzle, A Mystery And An Enigma [View article]
    Marissa Mayer doesn't seem to be aware of (or worse, doesn't care) that investor fatigue is setting in with Yahoo institutional and small investors who she has done absolutely nothing for these past two years. Investors have lot of other choices. Maybe this is why Dan Loeb split Yahoo. He saw the writing on the wall and split.

    Yahoo's Board need to put down the pompoms and deal with the growing emergency by telling Marissa that investors did not get their Yahoo stock for "free" like she did, but actually paid for it with their money -- money that she has wasted. Any new Alibaba money should be returned to the stockholders and investors should be told so this week. No more wild spending sprees.

    Mayer's honeymoon is over. Long over. Yahoo's core business (without Alibaba) has to show immediate growth at the top and bottom line. The Alibaba money belongs to the shareholders. If she betrays that trust, she will never be CEO anywhere else again. She's very, very close to becoming a cartoon caricature. In fact, it has already started.

    She's clearly intelligent. But is she wise? I'm not so sure anymore. She has a very short time to reassure those that purchased Yahoo (and those that may consider it) that she's that "good steward" that she suddenly has been coached to talk about. Being honest, her late-to-the-game "good steward" comment really came off sounding hollow and insincere.

    If the stock drops anymore, I wouldn't be surprised if a seriously focused investor activist began buying up stock with designs in firing her and throwing her out. I think, at this point, Yahoo longs would stand and cheer. In fact, it may already be under way. Unfortunately, I don't think she has a clue as to just how angry Yahoo shareholders are with her silliness right now.
    May 11 08:03 PM | Likes Like |Link to Comment
  • Why Microsoft's Stock Is Still A Long-Term Investment Opportunity Right Now [View article]
    Informative with good charts. Keep writing. Thanks.
    May 11 07:40 PM | Likes Like |Link to Comment
  • Yahoo Shareholders Should Take Some Profits When Alibaba Announces IPO Filing This Week [View article]
    Er...there's a difference between the IPO "filing" and the actual IPO itself which will be late summer.
    May 5 04:42 PM | Likes Like |Link to Comment
  • Yahoo Shareholders Should Take Some Profits When Alibaba Announces IPO Filing This Week [View article]
    That's one point of few: "should consider selling" after the IPO is filed. However, this stock, by many credible analysts, will be worth $45-$50 at the IPO. Anyone that would sell with the filing will be missing out on that easy growth this summer.

    I have recently re-entered Yahoo with a big position and I'm there until the IPO. Also, there's now more than just idle speculation that Jack Ma wants to buy Yahoo. If he did, Amazon and Ebay will have a run for their money with Marissa Mayer on board. Yahoo and Alibaba together? Rocket fuel.

    This will be a gigantic IPO with a fevered and global sex appeal this summer as the IPO itself gets closer and closer.
    May 5 01:25 PM | 3 Likes Like |Link to Comment
  • Microsoft: A Rock In An Increasingly Turbulent Storm [View article]
    Brent, excellent article. And to add to your point, Microsoft is part of the Dow and S&P 500 and not just on the Nasdaq index and with all those indexed ETF funds going down which include Microsoft as one of their components and also in so many downward trending fund "holdings", the resiliency of Microsoft -- in spite of that extra downward weight -- therein is really revealed. I have a substantial position with Microsoft. I expect 10% increase to the dividend later this year as a given; the possibility of a 15% increase is highly probable; a 20% increase may be wishful thinking, but if treasury rates rise, then 20% would not be out of the question because Microsoft, unlike so many others, can afford it. That said, I expect 15%. But 20% increase would send the share price right through the roof. Microsoft has always done right by their shareholders.

    I just became a "follower". Kudos!
    Apr 12 04:50 PM | 2 Likes Like |Link to Comment
  • Want A Global Media Empire With Low Valuations? Buy Yahoo Or AOL [View article]
    It is getting close to the full adjustment I correctly saw coming at the end of last year and that, as you have pointed out, has come. Still, Loeb just sold almost the rest of his Yahoo today and he's no fool. I bought Yahoo in 2012 at 14 and sold at 30 so I'm pretty content. Yahoo is totally dependent on Jack Ma's whim now. He alone decides everything. As an investor, it's not a place I want to be. Another bad quarter and this thing really drops and then Jack Ma will begin to think about playing his powerful hand.

    As you point out, Pete, it's the "core business" that Mayer has to show growing. All the purple logos and free lunches and photo-ops and small acquisitions won't distract the steely eyes of good investors. My fear of buying Yahoo again is that Mayer will spend all the Alibaba money just like she did with the first Alibaba money leaving shareholders with nothing.

    I'm now one of your followers. You make sense. I just think the upside lure of Yahoo is too tied to one single man, Jack Ma -- who is brilliant.
    Feb 14 07:37 PM | Likes Like |Link to Comment
  • Should Smartphone Vendors Worry About 'Microdroid'? [View article]
    So you are saying that Google tricked all those people in Texas about the manufacturing jobs it was going to create there making Motorola phones? Google messed up, they faced the mess and cut their losses. The patents were worthless and they lost every court battle with Microsoft around the globe. They even lost the Xbox fight and had to pay Microsoft's legal bills. Look at the operating losses that were reported quarter after quarter on the entire Motorola operation. It was a disaster. These things happen. Google got out because FaceBook is about to eat their lunch. Competing with Microsoft was the wrong "moon shot" because when FaceBook launches their own YouTube (and they will), Google will wish they'd seen who their competitor for their advertising revenue core business was (it wasn't Microsoft).
    Feb 14 07:18 PM | 1 Like Like |Link to Comment
  • Should Smartphone Vendors Worry About 'Microdroid'? [View article]
    You know I am a fan and a follower of yours, but Microsoft will not sell Bing; it's growing and an integral part of their ecosystem. If Microsoft was intending to sell Bing, then Stephen Elop would be the CEO; he isn't.

    Google has smartly cut their losses and surrendered its attempt to fight Microsoft's strong patents and Microsoft's multiple court victories and has now also tossed in the towel with their Motorola fiasco. Google is smart to get back to their basics (advertising revenue where they are threatened, not by Microsoft, but by FaceBook).

    Meanwhile, as you know, Microsoft is now collecting billions of dollars in new revenue from droid royalties (yet another OEM licensing agreement was announced again just today).

    I do agree with you that there might be a lot of opportunity for some Windows/droid play in the future. Either way, as others have pointed out better than me (you being one of them, Michael), Microsoft is now a serious player in mobile in ways few could have imagined even 18 months ago.

    Here's how I see it: Microsoft and Apple still compete. The news is this: Google and FaceBook go to war. You heard it here first.
    Feb 13 07:23 PM | Likes Like |Link to Comment
  • Is BP The Best Petroleum Firm To Invest In? [View article]
    1.) You had to go and throw in "Obamacare" and go political? You lost me as a reader from now on. I'm not a big fan of the HCA either, but really, you totally ruined your credibility.

    2.) Chevron has dropped over 10% in the last 30 days. I know because I've been watching it very closely for months, but all I see is Chevron being a target to be acquired at this point, which might make it a buy, but only if it drops down more.

    3.) You colleague gave you a good tip about BP. It's a $60 stock waiting to happen.
    Feb 13 06:59 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
103 Comments
175 Likes