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  • Yahoo +6.1%; hopes grow for lower Alibaba tax rate [View news story]
    "HOPE" is going to take another 3 months.. in the meantime... the company wants to go shopping ... no reason to own until Jan 2015.
    Oct 22 03:41 PM | Likes Like |Link to Comment
  • Starbucks - Not Suited For The GARP Investor [View article]
    I've been long $SBUX since the 20s, and I'm in agreement that the stock is due for a pullback, I think the high 40s is extremely likely.

    Howard Schultz is one of the best CEO's in America, yet I think the company is getting very complacent ...

    1. Starbucks cafes are starting to fill up with a lot of junk again, just like before the near-death experience in 2007/08. Except this time, it's looking like a grocery store. From Teavana, to Evolution, to baked goods, then a menu that most customers can't even digest since it's about 3 boards of confusion, along with all the other SBUX merchandise ... the cafe I frequent, not a single barista could tell me about the Verismo espresso machine... too bad others within the company don't sell it like Howard. Our store frequently runs out of product, sometimes for an entire week this summer, and most days deli sandwiches are sold out by 9AM... that either speaks to poor management or poor supply chain.. probably both...

    2. Fast Company article Sept. 2014 - "Brewing the perfect cup", about the rise in craft coffee, there's definitely space to penetrate inside large offices, hospitals, etc.... Here's a quote from Major Cohen - Starbucks Senior Product Guy "...All we have to do is decide how we want to be in that group, we have the coffee, we have the people, we have the sites, It's just a matter of what we want to focus our attention on" ... the arrogance of a high level manager thinks $SBUX can just slap a siren on anything and it sells itself... this is always the canary in the coal mine...

    As I've always said, just like when the stock looked like it was headed to zero... $SBUX is $SBUX worst enemy ... too bad because, Howard wears his passion on his sleeve... yet just like last time, the rest of management is going to let him down...

    I'm still long the stock, but have reduced my holding by 95%
    Oct 16 11:46 PM | 1 Like Like |Link to Comment
  • Why Apple Has To Take Bendgate Seriously [View article]
    There's thousands of items that anyone can put in front of a video and bend it in half... if that's the intent... the good thing is there's investors stupid enough to fall for it, and it becomes a great buying opportunity.
    Sep 26 07:39 PM | Likes Like |Link to Comment
  • Analysts defend Alibaba's valuation; Yahoo an activist target? [View news story]
    But you can't believe that Wall St. will keep giving the 4th most traffic site on the Internet a negative value for its own operations....
    Sep 19 11:03 PM | 2 Likes Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    How is $YHOO getting manipulated? It's trading right where the valuation suggests it should be trading based on $BABA ??? The real reason to own $YHOO is the street isn't giving the company any value on its own operations... $BABA is simply one component... but the true spike will be if the company can show some earnings power....
    Sep 18 07:18 PM | Likes Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    Rick8548 .... I'm long term bullish on $YHOO ... but keep in mind the current stock price implies a $BABA Friday close around $81 or so... if that lifts to $100... than $YHOO under the same metrics would be around $49 or so....
    Sep 17 01:34 PM | Likes Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    If $YHOO trades at a bigger discount than say $0.20 per $1 BABA, I would think that would be a better buy than a short. You've got a nice back stop, and potential for upside surprises in operating performance, a spinoff of the
    $BABA stake to avoid taxes, return of capital to shareholders, etc, etc, - Certainly, there's probably going to be an opportunity to scrape a few bucks on the downside, but longer term, I'd rather be long and see how it plays out... $BABA at $68 you get China and the rest of the world for free.....
    Sep 17 01:12 PM | Likes Like |Link to Comment
  • Alibaba IPO: Assessment Of Risks, Rewards [View article]
    Just fyi, There's a lot of risk in this game... to believe it is a "risk free" investment is usually how investors lose money.
    Sep 12 02:25 PM | 1 Like Like |Link to Comment
  • Alibaba IPO: Assessment Of Risks, Rewards [View article]
    YHOO previous agreements with $BABA forces them to sell at little more than 25% at the IPO price... If you are new to IPOs and how it works, my advice to you would be to proceed with extreme caution and maybe understand the market works, valuation, etc.... before actually making an investment.
    Sep 12 12:37 PM | 1 Like Like |Link to Comment
  • Alibaba IPO: Assessment Of Risks, Rewards [View article]
    investor not giving YHOO any credit for its own operations. $BABA at $160 bln valuation post ipo: $26 bln (16.8% stake) + $9 bln pre-tax (stock sold on ipo) + $8 per share in tangible book = mkt cap around $43 bln... slightly more than where it is trading now...

    YHOO revs have been declining, but #4 most traffic sight on the web, and a lot of cash to return to investors as well as acquisitions, should be worth more than $8 bln in my opinion....

    On IPO day you could also get some investors selling and forgoing YHOO which has been the haven for just tracking and owning $BABA outright....

    Either way, any uptick in $BABA on the market as well as any surprise upward on YHOO earnings makes the stock attractive....
    Sep 12 12:11 PM | 1 Like Like |Link to Comment
  • Could Timmy's play in the U.S.? [View news story]
    I would think you can at least expect $THI coffee to be introduced to $BKW stores....
    Aug 28 11:40 PM | 1 Like Like |Link to Comment
  • Should You Be Worried About Amazon's Losses? [View article]
    Investors are rewarding companies that sell debt to buy back their own stock, yet it punishes a tech company that is investing its cash. Jeff Bezos is smart enough to understand a tech company can't stand still and do nothing...
    Jul 31 12:59 AM | 1 Like Like |Link to Comment
  • - Crazy Growth Assumptions Necessary To Justify Valuation - At Least 55% Downside With Clear Catalyst [View article]
    The company needs to cut its affiliates payout... many of the mom blogs that promote the site are earning up to $0.50 per printed coupon, while Smartsource and RedPlum pay like $0.02 ... there could be significant upside and I don't believe that these's mom blogs would quit promoting, as they are still doing it just as often for other coupons at far lower payouts...
    Jul 30 12:03 AM | 1 Like Like |Link to Comment
  • The Day I Sold Everything [View article]
    among many things mentioned above...KO not exactly the best benchmark to base a thesis... CSD continue to decline, which is why they keep investing in other things like GMCR
    Jul 26 01:56 AM | Likes Like |Link to Comment
  • Can Starbucks Weather The Coffee Drought? Probably. The Competition? Maybe. [View article]
    Investors forget SBUX has already gone through its near death experience and has learned from its past complacency. Its made the company a lot stronger, as verified in the incredible comeback and equity price. But there's a lot of things that are going right for SBUX that will make it difficult for any competitor too many to name but here's a few... 1) SBUX app has been widely successful with over $1 billion in payments its 5% of the entire U.S. mobile payments market. It's the envy of nearly every retailer that it may start licensing its technology to others. 2) It's benefits program, health, stock, college, allows it to attract the best employees to give the best customer experience 3) SBUX already competes with 30,000 Mcdonalds, 10,000 dunkin donuts 1,000 The Coffee Bean .... etc etc etc ...

    Caffe Bene is a franchiser and building that many stores will be hard to maintain quality and service standards, not to mention the heavy cost of mindshare and stickiness.... there's coffee shops everywhere ...but even on the streets of Seoul, you can see how many people are walking around with often empty Starbuck's a brand, and image nirvana..that's a level of loyalty that only a few brands every century pull off .... the true risk to SBUX is SBUX.... I am long SBUX....
    Jul 11 12:01 PM | 1 Like Like |Link to Comment