Seeking Alpha


Send Message
View as an RSS Feed
View Misho ILIEV's Comments BY TICKER:
Latest  |  Highest rated
  • Has The Market Topped? [View article]
    Impossible is nothing, even a 30% correction.

    But I see a reasonably healthy US economy and no reasons for such excesses.
    Jan 29 03:17 PM | 1 Like Like |Link to Comment
  • Has The Market Topped? [View article]

    No, because corporations have issued bonds and thus have locked in low interest rates. QE was a boon to big companies mainly because it allowed them to get ultra cheap funding and lock it in.
    Jan 29 03:14 PM | 1 Like Like |Link to Comment
  • 2 Solid Dividend Picks From Barron's Roundtable [View article]
    Agreed, IP looks poised for growth and very reasonably priced. Plus attractive dividend. Also its a market leader and no threat of being pushed aside by a competitor.
    The downside - it's a cyclical stock (so to buy it, one needs to be convinced that we are at the start of a positive trend, as I am).
    Jan 29 02:01 PM | Likes Like |Link to Comment
  • Yes, Apple Still Is A 'No-Brainer' [View article]
    Yes, AAPL is a no brainer. But in the sense that it is clear one has to stay away, no matter how "cheap" the stock may look like.
    Jan 28 05:32 AM | 2 Likes Like |Link to Comment
  • Apple Will Beat Street Estimates, A Buy Is Justified [View article]
    But that's the thing, the market is forward looking.
    Jan 27 06:51 PM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    Apart from that, I see the S&P higher in Jan 2015 than it is today.
    Certainly Visa, MasterCard, Walt Disney, Union Pacific and McGraw Hill Financial will be higher then than they are now. Maybe not by a lot but they will be higher. I call that smart - investing in durable competitive advantage and avoiding the temptation to try to be too smart :-)
    Jan 27 06:33 PM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    >No-one apart from the really smart money knows how the market will be affected by the tapering but the fear itself is sufficient to trigger a self-feeding decline

    What exactly does this mean? How can "smart money" know if the "dumb money" is the majority of the market and the latter doesn't yet know how it will react? Does the definition of smart money mean the power to predict the actions of the dumb who have not yet decided what their dumb course of action will be...
    Jan 27 06:26 PM | Likes Like |Link to Comment
  • Apple Will Beat Street Estimates, A Buy Is Justified [View article]
    The guidance isn't great, plus the number of of phones sold is a miss.
    Apple shares - so much wishful thinking!
    For a company like Apple it is very hard to continue growing. It's too big. The market too competitive. I think I have written these words at least 30 times in the last year and a half...

    It's already down almost 7%. Tomorrow we might see Apple below $500 again.
    Jan 27 06:19 PM | Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    Or alternatively do more buy backs.

    This Apple Computer company has reached the top, saturated the market and now growth is not easy at all. Doesn't mean it's not a great team of engineers and marketing experts. It's just tough to grow from here.
    Jan 27 05:04 PM | Likes Like |Link to Comment
  • Apple's iPhone unit sales miss expectations, iPads beat [View news story]
    Not good, not good!

    It's a competitive market, everybody was warned about that. But many people chose to believe that Apple will be out-competing its rivals at all times.

    Well - no!
    Jan 27 04:59 PM | 5 Likes Like |Link to Comment
  • My Top 2 Gold Stock Bargains To Buy For A 2014 Rebound [View article]
    You know, with expected earnings growth of -35% in 2014 the ABX's TTM p/e ratio seems stretched.

    I would consider buying ABX if it went below $13.

    $11 would be nice, with some protection. Let's not forget that Barrick is producing a useless metal whose price depends on human stupidity. Luckily humans have been uncommonly stupid for thousands of years now...
    Jan 25 03:33 PM | Likes Like |Link to Comment
  • Visa: Is It The Best Long-Term Stock In The Credit Services Sector? [View article]
    Just think about this: 85% of all payments worldwide are currently made cash. On top of that, Visa is not present in China yet and probably one day it will be.

    The potential is huge.
    Jan 25 01:49 PM | 1 Like Like |Link to Comment
  • Here's What The Buy Side Expects From Starbucks [View article]
    This is good news, jarco. I am long SBUX and happy to see it rise 2.17% while the broad market was down.

    Still it might take a couple of months and some more positive news before we see SBUX at, or above $80. I am hoping for SBUX to reinvigorate on revenue soon. Margins cannot expand forever. In fact they could conceivably come down.

    Neither should we be dismissing the bad news from China. That's a very important element for SBUX to keep the growth expectations high and thus the share price up. The multiple is high, the expatiation is not just for solid growth but for high growth, and for that reason the stock can be vulnerable short term (next 6-12 months).

    Anyway, I didn't expect SBUX, beating on profit and having a reasonably positive outlook for 2014, to dip below $70.
    Jan 25 05:55 AM | Likes Like |Link to Comment
  • Starbucks - Fully Valued After Non-Eventful Quarter [View article]
    I am also long SBUX but I am a bot concerned about this revenue miss. 29% up in operating profit is great but it can't be sustained if revenue is not increasing at fast pace as well. Plus the price of coffee, which is at record low right now, will probably go up sometime in the future so long term they have to ensue fast revenue growth.
    Jan 24 03:40 PM | Likes Like |Link to Comment
  • Visa: Is It The Best Long-Term Stock In The Credit Services Sector? [View article]
    Let's not forget who created and still largely owns those two.
    Jan 23 06:11 PM | Likes Like |Link to Comment