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alpine

alpine
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  • The Surprising Reasons Why Beijing Now Heads The List Of Most Expensive, Crowded And Polluted Cities [View article]
    The article, while very informative, does not answer the #1 question SA investors have, in their guts, i.e. is China stock market a good place to invest in for the next 2-3 years?
    Aug 22 03:47 PM | Likes Like |Link to Comment
  • Ford: Geared Up For Strong Second Half Of 2014 [View article]
    As they say, "when the "light" goes" out, he is out".
    Aug 22 12:41 PM | Likes Like |Link to Comment
  • The Surprising Reasons Why Beijing Now Heads The List Of Most Expensive, Crowded And Polluted Cities [View article]
    For someone who has never visited the city, the most surprising aspect of your article is how, given the awesome growth statistics you quote in your article, the city functions. One can only marvel at how the city can provide uninterrupted clean water, electricity, gas (or energy supply in some other form to heat the apartments and offices), food, services (recreation, education, healthcare, etc) of every description, etc.

    If there is a vivid demonstration to counter Mr. Chanos and other doubters of the China revolution happening before our eyes, this must be it. While we are it, I assume there are no notable empty, ghost apartment blocks in the capital. Methinks, this is something for Mr. Chanos to think about....
    Aug 22 08:40 AM | Likes Like |Link to Comment
  • Why The Airbus A380 Is On A Dead Track And Will Be Beaten By The Boeing 777X [View article]
    I've always suspected that many of Airbus sales to emerging market airlines are often through "political packaging, laced with a healthy dose of financial support, price discounting and deep, deep down, govt subsidies".

    Having said that, let's not forget that much of the world wants Airbus to succeed, and succeed very, very well, as one can only dread what a de facto monopoly run by an ex-GE "best of breed" manager would do to aircraft prices, AND spare parts and services.....engineered to the max to BA's bottom line (and his stock options).

    So I say, respectfully, let us be "grateful" that a company like Airbus is around to compete with an entirely capitalist BA, and may the Euro tumble to say, parity with the USD.....and watch Airbus prospects take off into the skies.....A380, A350, A320neo all flying together.

    As AirAsia's logo, powered entirely by Airbus planes, says it all...."Now Everyone Can Fly".
    Aug 22 04:02 AM | 2 Likes Like |Link to Comment
  • Argentina's Future Looks Bright [View article]
    The hopes and aspirations embedded in this excellent article remind me of the similar sentiments the world had when Carlos Menem took the reins of the country. Sadly, the "give us everything and we'll do the minimum necessary to get by" national psyche will set this country back to its old ways however well educated, visionary and dynamic the new President may be.
    Aug 22 03:51 AM | 1 Like Like |Link to Comment
  • Microsoft: Time To Take Profits [View article]
    Great cautionary article, esp since I was (and still am) extremely +ve on the stock. Clearly, the easy Windows franchise is eroding rapidly and permanently, but I keep scratching my head as to who is the worthy successor and find that difficult to identify, esp in an environment where there are so many security issues.

    On the positive side, Intel's new chips with Windows Azure and adjacent products are scaled to go from a lowly smartphone all the way to hyperscale servers in the cloud. Their recent key upgrades of core platforms as well as upcoming ones in the next 6 months all add up to a lot of new business from both existing as well as new customers.

    Even deadbeat platforms like Bing are starting to do well, and I feel their worldwide distribution/reseller/... network could be the envy of many, esp the likes of IBM, Oracle and yes, Apple.

    My grouse with them over the years is why they have not copied Oracle, and bought (M&A) a lot of verticals capability, esp in high growth IT sectors like healthcare, financial, telecom, manufacturing, energy/resources and of course, government at all levels. In this regard, Oracle seems to be at the top of pile, even if it would be envious at what Microsoft has as its foundation and horizontal platforms (such as Bing, virtualisation, BI and BYOD offerings).
    Aug 21 10:21 AM | 2 Likes Like |Link to Comment
  • Boeing poised to boost 737 production, analysts grow wary of demand ceiling [View news story]
    I too agree why there should be overcapacity for this single-aisle plane models from both manufacturers, as in "several years", the entire current installed base of '000s of both 737 and 320 planes will be due for replacement.

    If you want direct evidence of this, one only needs to have a close look at both these model planes at airports in Asia, Europe alone and you will come away thinking why are these relatively young planes from the likes of Easyjet, Ryanair, AirAsia, Tiger, Silkair already looking so old? I feel part of the reason is that the low cost carriers really overwork these planes, and they will all need to be replaced too, so the replacement market may well kick in just as the neos and maxes arrive on the scene.
    Aug 21 03:49 AM | Likes Like |Link to Comment
  • Update: Autodesk Earnings - Impresses In Q2 [View article]
    Thanks, how do their offering compare with the likes of Dassault Systemes?
    Aug 21 03:04 AM | Likes Like |Link to Comment
  • Update: Autodesk Earnings - Impresses In Q2 [View article]
    Any insights into why the stock has swooned since the earnings?
    Aug 20 03:56 PM | Likes Like |Link to Comment
  • Why The Airbus A380 Is On A Dead Track And Will Be Beaten By The Boeing 777X [View article]
    Excuse me, since when did the likes of Singapore Airlines (launch customer), Qantas and Malaysia Airlines become mideast govt subsidised airlines?
    Aug 20 02:15 PM | Likes Like |Link to Comment
  • An Update On A Couple Of Small Biotech Plays [View article]
    Such joy to read your articles, and congratulations, you're almost at the top of TipRanks, an almost miraculous achievement of its own. Fwiw, your worry from now on does not have to be about going up further, but just staying there ;)

    Sincere congratulations, again.

    Both the stocks you pointed to are exciting not only in terms of their respective financial prospects (vs risks), but also the cures they are directed at. For someone like me, with family afflictions in both Parkinson's as well as both child as well as adult asthma, mankind can truly declare huge progress if treatments can be found for such indications as the above.
    Aug 20 08:41 AM | Likes Like |Link to Comment
  • Why Avago Technologies Stock Is A Good Investment Opportunity [View article]
    Although overall bullish on AVGO, one does worry of the following:

    a) SWKS seems to be better at getting at providing better network processor solutions, esp for LTE and 4G platforms;
    b) AVGO seems to rely a lot more than its competitors on China market, which is a risk given how unpredictable government behaviour has been of late;
    c) does the author not worry that they have sold off some of the most prestine assets they purchased from LSI, i.e. its SSD controller platform to Seagate and their Axxia network processor to Intel. Both of these solutions were high value, high margin businesses to LSI, with remarkable growth prospects.
    Aug 20 05:23 AM | Likes Like |Link to Comment
  • Globant S.A. IPO Quiet Period Expiration: New Buying Opportunity [View article]
    Why does this stock languish? Is there any bad news on the way?
    Aug 20 05:10 AM | Likes Like |Link to Comment
  • Microsoft: Fairly Valued And Heading Into A Year Of Big Changes [View article]
    Highly illuminative article of a company well on the move. But I feel their "magic" could be truly awesome if they now also focus on M&A activity to bring into their fold key ERP/CRM-type capabilities in high growth verticals, such as manufacturing, banking, financial industries, services, healthcare and of course, government at city, municipal, state and federal levels.

    The "hard labour" of bringing so much of the elegance of an integrated Windows, Office, SQL Server, etc together is done, and this time, Intel is also ready with some breathtaking chips to make it all work, all across the enterprise and even across enterprises. Now, if this great infrastructure can be used as the foundation to provide total verticals solutions, in those industries above, it will excel everything that the likes of IBM, Oracle, SAP, CRM, and all the others promise.

    The great thing going for them now is that the anti-trust threats are much diminished, with so much competition from the likes of IBM (with an Apple eco-system), Oracle and the like already there.

    For now, I relish the fact that it can finally put the rampant piracy problem behind it in short order.
    Aug 20 04:00 AM | 1 Like Like |Link to Comment
  • TheĀ Italian Runaway Train [View article]
    Alas, your very response is so so symptomatic of what, at its base, imo, ills your beautiful, well gifted country: you were blaming everything and everybody inside the country for all your problems, whereas, to a large extent, many of them stem from people outside your country, who think differently, who are just vulturing on your best treasures, efforts, travails, weaknesses and general, systemic "kindness of spirit" that only when you have experienced it first hand, you can relate to what I mean. I, fortunately, can attest to the existence of this "kindness of spirit".

    Sadly, I feel everyone in Italy should get absolutely livid about how things, people, systems, etc from outside the country are robbing you of your excellent IP, self-confidence and of course, rightfully due national revenues. Failing to address this will leave Italy with rapidly declining economic prospects, as for all intents and purposes, as revealed by the above article, "the kimono is open".
    Aug 19 02:32 PM | Likes Like |Link to Comment
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