Seeking Alpha

davel

davel
Send Message
View as an RSS Feed
View davel's Comments BY TICKER:
Latest  |  Highest rated
  • Facebook IPO Analysis: Zuckerberg Shoots Self In Foot [View article]
    You say there are risks if FB stumbles in its earnings. You tie this in with the PE of Apple. What if the market pairs FB valuations with AMZN and not AAPL?
    May 8 12:32 PM | 1 Like Like |Link to Comment
  • Behind Apple's $170B Fiscal Year [View article]
    Robert

    What is your thinking on the current swoon in stock price? My bet is the chatter regarding loss of subsidies.
    May 8 10:11 AM | Likes Like |Link to Comment
  • Analyzing Proposals To Spend Apple's Cash [View article]
    @BalancedView

    You make the incorrect assumption that if Apple spends $10B buying back shares that somehow this will lift the share price. Yes I understand the math of float vs. mkt cap = PE.

    However the PE of the stock has drifted down over the past 3 years. Who is to say that the market will not eat whatever is spent buying up shares with a lower PE.

    The professionals do not believe in the future prospects for Apple. Else its PE would have been increasing not decreasing as its revenue and income drive higher.
    May 8 09:57 AM | Likes Like |Link to Comment
  • Microsoft Vs. Google: The Future Of Windows [View article]
    This is because the interface is different.


    The whole point of the next release is to create a common branding by way of the interface.

    If people like Windows PC they will be more comfortable with Windows Mobile. They have no share in the mobile space and can see the future of computers is mobile not the PC.
    May 8 09:47 AM | Likes Like |Link to Comment
  • Microsoft Vs. Google: The Future Of Windows [View article]
    You provide a nice list of reasons people may be willing to choose something other than Microsoft.

    The most important of which is the cloud. Since applications are moving to the cloud, there is no reason to choose Microsoft for compatibilities sake.

    Also as you mention that these same people are using Android and iOS and so have realized that other people can make quality software.

    These two reasons are the primary drivers of choice. These are the reasons why Windows 8 has the feature set it does.

    So the big question is assuming people like and get used to Windows 8 will it create a positive aura for its mobile offerings? Microsoft sees the threat to its future. The question is has it chosen the right strategy?
    May 7 04:52 PM | 1 Like Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    Apple gets a lot of press because they are spectacularly successful, not the other way around.

    Yes. Turnarounds take time. They question is will time run out?
    May 7 03:53 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    I will take the marketshare numbers at face value.

    If you look at the profits in the mobile space Apple takes the majority of the profits regardless of distinction of what type of phone it is. In the end most mobile vendors lose money. Regardless of your marketshare in company X, if you are losing money there is a point where you fold your tent and go home.
    May 7 03:50 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    If Apple never existed Android would be a RIM clone.
    May 7 03:47 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    A website is not an app. They are not the same. For some a website is good enough, but for many they are not.
    May 7 03:46 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    "Nokia will survive. Period."

    Why? You make an assertion and you may be right, but it is not a given.

    You say Nokia is supply constrained. Why is that? My understanding is these phones are not much different from phones introduced last year. Are you saying that Nokia now has problems manufacturing hardware it designed in addition to being incompetent on the software side?
    May 7 03:43 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    Microsoft is giving Nokia 250 large a year for a few years.

    That is a big incentive. Oh and the CEO comes from Microsoft.
    May 7 03:37 PM | Likes Like |Link to Comment
  • Earnings Vs. Dividends: Which Is More Important? [View article]
    "I agree. There are companies (like Apple) that know how to make hot products. There are companies (like PG) that know how to make money. They are not the same. "

    I would argue that Apple has made hot products and hot money for a decade.
    May 4 04:59 PM | 3 Likes Like |Link to Comment
  • Earnings Vs. Dividends: Which Is More Important? [View article]
    Fair enough guys.

    I believe you would be leaving money on the table but I understand your point.
    May 4 04:57 PM | Likes Like |Link to Comment
  • Why AT&T Should Be In Your Portfolio Now [View article]
    Thanks for the review.

    I have not had a chance to look at the annual report yet or the investor minutes.

    I assume that in addition to the mobile are which you highlight here that T has continued growing its UVerse and business customer categories.
    May 4 12:39 PM | 1 Like Like |Link to Comment
  • Earnings Vs. Dividends: Which Is More Important? [View article]

    Thanks for the article. I will have to watch MO. It has done well for me but bears watching. I have also had my eye on MCD for a long time but never pulled the trigger. I agree it is a well run company.

    I know this is a story about dividends but I would like you to expand on the following.

    "However, an integral part of my original investment thesis was the prediction that the company would initiate a dividend no later than one year after my purchase. As the months passed, I became more and more certain. The prediction was finally fulfilled with three months left on the clock. I was fully prepared to close out my position if twelve months went by with no sign of a dividend on the horizon, but now that's no longer necessary."

    Over the past year I assume the stock price had gone up nicely. Now assuming it stayed as a no dividend stock, why would you sell when your paper gains for the investment would have been pretty sweet?
    May 4 10:56 AM | Likes Like |Link to Comment
COMMENTS STATS
3,263 Comments
2,460 Likes