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Misho ILIEV

Misho ILIEV
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  • The Contenders To Visa's Payment Crown [View article]
    Is Cash Still King in the Age of Mobile Money?

    http://bloom.bg/1k4GApP
    May 29, 2014. 01:46 PM | Likes Like |Link to Comment
  • Apple Tries To Be Cool Again [View article]
    I would think that if Apple is a good buy at 600 it must be okey to buy it at 625 too. You are certainly not advising people to buy at 600 in order to sell at 625, right?


    It is also a bit weird that one who failed to buy at $590 just two weeks ago would now be waiting for $600, non?
    May 29, 2014. 05:28 AM | 4 Likes Like |Link to Comment
  • Priceline.com: Business Model Concerns Outweigh A More Appealing Valuation [View article]
    Now at $1260 it's kinda late for buying with protection...
    May 27, 2014. 04:42 PM | Likes Like |Link to Comment
  • I Just Can't Sell Starbucks, Even With A 9% Drop Year-To-Date [View article]
    Indeed, as others say here, it's not a time to sell at this dip. On the contrary, it is time to add to your position.
    May 24, 2014. 07:19 AM | Likes Like |Link to Comment
  • Priceline.com: Business Model Concerns Outweigh A More Appealing Valuation [View article]
    Sure the hotels aren't happy that the middleman is eating their margins.

    But why would the consumer want to look at Hilton's website which is liable to contain much fewer options than booking.com? And not offering better price either. What's the added value for the consumer?

    I would think that Hilton could at most create a boutique upmarket website. But would that be a real threat to priceline? I don't think so.

    Overall priceline looks like a very good bet likely to to go above 1400 towards the end of this year. In a pessimistic scenario I see shares staying above 1100 in May 2015. So huge potential upside, low risk of significant drop. It all translates into a strong buy anywhere below $1150.

    May 24, 2014. 07:13 AM | Likes Like |Link to Comment
  • 21st Century Fox Has Challenges [View article]
    Basically Fox has a long term strategy. So shares would be most attractive to people willing to hold them at least 18 months or more. If you are in that category then I would think FOXA is a good bet.
    May 17, 2014. 07:50 AM | Likes Like |Link to Comment
  • The Contenders To Visa's Payment Crown [View article]
    I am wondering whether PayPal or Google Wallet's ambitions are limited to the online payments or they also want to offer physical cards one day.
    May 1, 2014. 12:11 PM | Likes Like |Link to Comment
  • China Slowdown Will Trigger Black Swan Event [View article]
    "Will"? Is it not more prudent to stay cautious and say "might" trigger a black swan event.

    Guys, where do you get you crystal balls from? :-)
    Apr 12, 2014. 12:05 PM | 1 Like Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    Not directly. But indirectly they do - by pushing the interest rates low they allow companies to get cheap funding.

    Otherwise, I agree we are not at the top a cycle. But to say that we are in mid-cycle is a bit ambitious because we can't be sure that the cycle has enough momentum to fully develop. I think it is most likely that it will. But a prolonged pessimism and sell off can undermine the natural development of the cycle.
    Apr 12, 2014. 12:01 PM | Likes Like |Link to Comment
  • Why JPMorgan Chase Will Beat Estimates Despite Sluggish Economy [View article]
    The business with estimating profits and revenues is a freaky one... :-) The author has just found that out...
    Apr 12, 2014. 05:48 AM | Likes Like |Link to Comment
  • Is This Genetic Food Engineer A 10 Bagger Or A Bust? [View article]
    Yes, too bad :-)
    Apr 8, 2014. 03:51 PM | Likes Like |Link to Comment
  • When Will The Bubble Burst? [View article]
    There is unfortunately another boom - in credit taking, and generally in risk taking. So even without a burgeoning economy a "bubble" may indeed be in the making. And so there are reasons to be "controllably worried" and take precautions.
    Apr 4, 2014. 01:10 AM | Likes Like |Link to Comment
  • When Will The Bubble Burst? [View article]
    Agreed, we are far from an overheated cycle. Very, very far.

    But this does not mean that stocks cannot fall down. I am not saying they will. But it's unpredictable when a significant "correction" will occur.
    Apr 2, 2014. 05:49 PM | Likes Like |Link to Comment
  • Whirlpool Insists U.S. Housing Recovery And Homebuilding Look Fine From Its Perch [View article]
    Dr Duru,

    I agree homebuilders are a reasonable place to be: I have been holding TOL (a tiny position, I must admit) for a couple of months and I expect more upside.

    How about this WHR dip? Did you buy into it? I took a small position. The expected profit growth for WHR for the next two years is quite impressive. So was it a no-brainer to buy when it went below 130s? And even now?
    Feb 25, 2014. 11:23 PM | Likes Like |Link to Comment
  • American International Group beats by $0.32 [View news story]
    Looks like a huge beat!
    Feb 13, 2014. 04:18 PM | Likes Like |Link to Comment
COMMENTS STATS
606 Comments
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