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alpine

alpine
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  • It's Finally Time To Buy Alibaba [View article]
    With so much of their business focused on China, it is best to stay 'put', pun intended of course, as, unlike Facebook, their franchise is too single country focused, with an ever slowing or deeply troubled economy.
    Mar 5, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Here Are The Long And Short Ideas From The 2015 Northeastern University Seeking Alpha Stock Pitch Competition [View article]
    Congrats, it seems their list could likely have some great 2015 "gems". Thanks for a great, focused summary.
    Mar 5, 2015. 06:43 AM | Likes Like |Link to Comment
  • Intel: What The Company Will Show At Mobile World Congress [View article]
    Russ is indeed a brave warrior, betting on a narrow, out of the field area such as digital radio, and then declaring that if it is not this news, he's out of Intel hook line and sinker.

    What worries me is BK did not even include mobile as one his 4 core areas for Intel at the GS Tech Conference only a fortnight ago, and digital radio surely has to be the one that makes such a big difference for mobile.

    Now I am beginning to think what if Russ has got it wrong, and it is something else, even something crazy such as M&Aing GaaS designer, such as SWKS, and the news would simply drown Intel, with or without Russ selling in "5 mins".
    Mar 1, 2015. 03:14 AM | 2 Likes Like |Link to Comment
  • Herbalife's Pyramid Scheme Is Starting To Collapse: FTC Should Act Soon [View article]
    Just yesterday, I ran into an HLF "station" in Chennai, in India. The "guys" were very, very busy, as the Indian populace is, for want of a better expression, desperate for "magical" solutions like HLF products. They told me, with unbelievable seriousness, how good HLF products are, for all manner of "ills" in living and working in modern days, and HLF is just getting started. I parted thinking, there is no way HLF is a vaporware company.
    Feb 27, 2015. 05:20 AM | 8 Likes Like |Link to Comment
  • Apple patent infringement suits keep coming [View news story]
    Your message is exactly what "China Inc" wants to hear....dare I say, be careful what you wish for, as QCOM has seemingly paid the prize, and the likes of MSFT, CSCO, HPQ and so many other American companies will simply join the "public flogging" queue.
    Feb 27, 2015. 05:15 AM | 6 Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Given Valuation And Price Targets, HPQ Looks 20% Undervalued [View article]
    Just as an "intellectual" exercise, have you wondered what is it that lurches stock prices of the likes of NFLX, AMZN, DIS, FB, even AAPL to their current levels, and do you have ways by which your model can forecast a target stock price at a time point which you are comfortable with, even if it is on the eve of their quarterly earnings or at random.
    Feb 27, 2015. 04:33 AM | Likes Like |Link to Comment
  • Micron Investors Should Follow Baupost's Lead [View article]
    One is inclined to give Kipp Bedard the benefit of the doubt for the following reasons:
    a) he always sounds calm, well versed and with a deep sense of history and perspective on MU as well as memory and storage over many years;
    b) I think most on this thread would agree that he was very good at his forecasts over the past 2+ years, or at least since Russ started getting "on" to MU;
    c) at this "tricky" time for MU and the industry, I would not expect him to go out on a limb to make a forecast which he knows to be on thin ice when he could have easily claimed "no comment" because the presentation was so close to the "quiet period".
    Feb 26, 2015. 11:54 AM | 4 Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Given Valuation And Price Targets, HPQ Looks 20% Undervalued [View article]
    I "hear" you, and "get" your point of view. But I am sure, intended or unintended, your articles are "read" to be a forecast on post-earnings stock price behaviour, as you seem to time them just a day ahead of earnings announcements.

    Perhaps, if the intent is to make long-term predictions about individual stocks values, a more "random" timing may well be worth considering ;-)
    Feb 26, 2015. 09:47 AM | 1 Like Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Given Valuation And Price Targets, HPQ Looks 20% Undervalued [View article]
    It is painful for me to say this (because everyone intuitively accepts with great humility that tech investing is a tricky business to start with) but I "feel" your articles may place too much faith in "financial rearview visioning" to look out into the future fortunes of the companies you write articles about.

    2 articles in a row, I feel I have to painfully point out, i.e. Cisco and HP, your analysis conclusions were plain wrong: Cisco went up and now, HP has gone down. I feel it is not very useful for most people to explain debacles such as these with 200 DMA rationale. When one spends very precious, always limited time on SA, it is to glean an ever so precious, but always elusive "edge", so it would be respectful for authors to remember this of the poor readers.

    Sincerely, best of luck with your future reports.
    Feb 25, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    While the points raised in the article seem very valid, one wonders if Intel's fabs' destiny is more in the hands of the seemingly faltering TSMC, GloFlo and even Samsung than on its own. Unless and until these dedicated 'fabbers' can move to 3D with good yield, etc, the opportunity for Intel lies ahead.
    Feb 23, 2015. 10:04 AM | 9 Likes Like |Link to Comment
  • Goldman Sachs boosts legal loss estimate [View news story]
    This "quiet little" additional reserve (since there has been no negative legal news on GS of late) leads me to "feel" all is going great at GS this quarter, and the stock is likely to do very well this year. Certainly, all this volatility in currencies, US and foreign stockmarkets is a "dream" scenario for GS' in-house trading/"risk management" team.
    Feb 23, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • Micron: The World According To NAND [View article]
    Thanks, didn't read the announcement too carefully first, but I am struck by the time allocated to it: a full hour.
    Feb 23, 2015. 06:58 AM | Likes Like |Link to Comment
  • Why I Continue To Accumulate Gold Related Assets [View article]
    I seem to vaguely remember this author, almost alone going "contrarian" against a tidal wave of "true believers", recommending readers to short both Zillow (Z) and Trulia (TRLA). I don't have to broadcast how that recommendation ended.

    As for this article, it would seem that the timing of this article is an excellent contrarian indicator, esp given his track record. With so many factors pointing to a pandemic equivalent of "gold aversion", I find it amusing the author tries to tempt people into believing, (paradoxically going his own dismal track record) that "blind" faith should be kept.

    Alas, it takes all sorts to make the world, but......while "dollar cost averaging" sounds like a sophisticated trading tool, it is useful to remember to "avoid catching falling knives, esp if they could be descending, sharper by the second, at a fairly rapid clip."
    Feb 23, 2015. 06:43 AM | 1 Like Like |Link to Comment
  • Micron: The World According To NAND [View article]
    The possibilities are enormous of course, but one of them could be a "strategic partnership" with a major IT vendor such as Lenovo to "embed" Sandisk products within their products. As everyone knows, Lenovo is now in everything from smartphones, tablets, PCs, and lately even X86 servers.
    Feb 23, 2015. 06:03 AM | 2 Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Given Valuation And Price Targets, HPQ Looks 20% Undervalued [View article]
    Congratulations on your brave 20% undervalued call, I do suspect you'll find few friends on Wall Street to agree with you. But we don't have to wait too long to find answers to a lot of these questions, as:
    a) Europe is a big market for them, and the currency headwinds are likely difficult to avoid;
    b) Cisco is now a direct competitor, not even a "frenemy" and I suspect it is winning over many big accounts, esp for high margin servers;
    c) Oracle is clearly a direct competitor, with a meanness and aggression that few would be able to surmount, esp since Mr. Hurd is already equipped with HP's top accounts "rolodex";
    d) Lenovo is into X86 Servers big time, wasting no time picking up from where IBM handed over, and extending its "defend & attack", esp against HP;
    e) Q1 FY'15 was a relatively strong quarter, so company faces tough YOY compares;
    f) I "fear" the printer business margins, as ultra-low JPY (and KRW) may have strengthened Japanese and Korean competition, incl. for juicy supplies.

    Let's hope they spring an unlikely surprise, but no thanks, I can't yet believe the undervaluation story.....
    Feb 22, 2015. 12:17 PM | Likes Like |Link to Comment
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