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donmcint

donmcint
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  • Bitcoin Bubble 2.0 [View instapost]
    Hello Patrick, regardless of the predictions in this article I see you were short Bitcoin as of this writing. I hope you covered soon enough in order not to lose so much! The price of Bitcoins hasn't been below the closing price of the date of this article.

    Another rule you should follow is that if you short your potential gains are limited and you potential losses are unlimited. This is one of the reason I am also attracted to investments that go up rather than down. I also think this is a reason many people don't bet downwards, but always upwards.

    I think even it is something that might be replaced in the future as some other form of money, for the time being it is going up and the whole Bitcoin ecosystem is very broad and complex to discount it this soon.

    I think it has a long way to go before we see a possible top or even a future failure of Bitcoin as money.

    I would say, for now, Bitcoin is money.
    Oct 26 05:59 PM | Likes Like |Link to Comment
  • BlackBerry: Is A Major Short Squeeze Coming? [View article]
    Good timing Ashraf!
    Mar 13 05:46 PM | Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Are we investors or a bunch of girls fighting for the flower bouquet in a wedding.

    Lets be less emotional and analyze AAPL as a stock and not a religion.
    Jan 24 08:46 PM | 17 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    I think so too...AAPL has become an excellent trading vehicle...especially with all the emotional charge it has.
    Jan 24 08:42 PM | 3 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    To invest you need strategy rather than faith, beware of reading only what fits your expectations. This article actually starts by explaining how to be successful in the stock market you need to work with objectivity.
    Jan 24 08:40 PM | 11 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Many comments here criticizing the author and not actually presenting an argument.

    It seems Apple's cult followers cannot stand anything that does not glorify the company, its founder, and its products.

    This website is about investing, money, and business it's not a fundamentalists hangout, for that pls go to some other blog.
    Jan 24 07:59 PM | 4 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Apple's problem now is not so much in the details of product by product, it is a general margin and market share squeeze because it comes from a huge "world changing" innovation and it's advantage is diminishing as competitors catch-up.

    Also, it's closed architecture model has always been a drag and with the "business arrogance" Mr. Cook showed in the call they will take a while to open up and compete like any old participant in the market.

    If they stay with their historic closed system they will go down to their normal 5% to 10% market share again.
    Jan 24 02:21 PM | Likes Like |Link to Comment
  • Apple (AAPL) is at risk of losing one of its key competitive advantages over Google’s rival Android system as application developers say they are becoming more constructive with Google's (GOOG) Android smartphone platform. GOOG's app store has long lagged AAPL's iPhone, however the sheer scale of Android, which now accounts for three out of every four smartphones sold, is commanding developers’ attention, despite their continuing difficulties in monetizing the platform. [View news story]
    Market share and access to millions of clients is far more important than simplicity of the platform.

    Android will be simplified as it progresses anyway, the Android ecosystem is more valuable and the players thus more interested for more and more apps and developers to work for Android.
    Dec 27 05:58 PM | Likes Like |Link to Comment
  • Amazon Sees Its Biggest Holiday Season Ever While Apple, Dell, And J.C. Penney Decline [View article]
    This article is not about retail sales! Its about "how nice it was to buy at AMZN" that is no surprise as the company subsidizes and bribes clients with money that investors have to put up believing in Bezo's fantasies that you need to lose for decades to gain market share.
    Dec 27 04:27 PM | 1 Like Like |Link to Comment
  • General Electric: A Sleeping Giant Poised To Double [View article]
    At 13 times forward earnings it is normal valuation, what is the case of a company doing everything? Are the inefficiencies?

    To double earnings growth should be 20% or more long term, how can a diversified enterprise achieve that?

    Do they have a new iPhone?
    Dec 12 02:22 PM | 1 Like Like |Link to Comment
  • More from the Fed: The FOMC has adopted economic thresholds for when it would commence tighter policy. The fed funds rate will remain at exceptionally low levels as long as unemployment remains above 6.5% and inflation is expected to be no more than 50 basis points above the 2% target rate. [View news story]
    Fed new Credit Card business! Issued one to Obama: No spending limits! Rewards program: Every dollar spent gets a vote!
    Dec 12 01:38 PM | 7 Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    I agree, to calculate multiples on future years seems less consistent. Multiples on current metrics are good too, but the point is if share, sales, and margins are sustainable.

    Apple is trading at 12 times ttm earnings, but my fear is if those earnings are going to grow, remain flat or decrease from now on.

    I also have doubts wether treating cash as cash or asset as it seems the company has a 20% tax liability if it brings it and this represents a barrier for shareholders to tap on it so it is more of a "fixed" asset!
    Dec 11 10:35 AM | Likes Like |Link to Comment
  • The Reason Behind Apple's Beating [View article]
    AAPL is down because IDC reported iOS losing market share in the tablet business which freaks out everybody who think this may be a phenomenon across all of its products.
    Dec 5 01:42 PM | Likes Like |Link to Comment
  • The Keynesian Depression [View article]
    The Keynesian theory is more a moral philosophy embraced by politicians that found in Keynes an excuse to intervene in peoples lives under the assumption that government is better for directing society than individuals.
    Dec 5 01:31 PM | 3 Likes Like |Link to Comment
  • Apple's Valuation Is Very Reasonable [View article]
    I think AAPL's position will be eroded as abnormal margins fade. Apple's low PE (12) is an indication of the market not convalidating high margins and future growth.

    I sure this is due to speculation that it market share and profitability will be normalized as competition catches up and its first mover advantage is reduced.

    I don't think Apple will come up with the "next big thing" again and it will be mainly milking the phenomenal products it has invented.

    If it invents new things they would tend to cannibalize its own products.

    I don't think lower share and margins is a sign of failure, just normal adjustment of any industry.
    Dec 4 11:46 AM | Likes Like |Link to Comment
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