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what do I know

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  • Right Time To Challenge Google's Growth Multiple [View article]
    Now that you have covered GOOG you should put your analysts power to STXB, AMZN, P, CRM, etc. May be big funds will pay you more attention.
    Mar 26 11:54 AM | 1 Like Like |Link to Comment
  • Bank Of America: Proof That Mismanagement Is A Thing Of The Past [View article]
    Josh is a prolific writer but what does he say something about those court against bac.
    Mar 7 10:34 AM | Likes Like |Link to Comment
  • 10 Reasons To Avoid Apple's Shares [View article]
    these reason as its present here:
    and seen what conclusion you make.
    Feb 27 11:53 AM | Likes Like |Link to Comment
  • What's Next For Bank Of America? [View article]
    I would like to more legal expense of the presentation.
    Feb 19 11:18 AM | Likes Like |Link to Comment
  • Bank Of America: New 52-Week High Finally In Sight? [View article]
    Do you that Berkshire holding on Well Fargo has any with that P/B.
    Feb 12 12:07 PM | Likes Like |Link to Comment
  • Bought Ford, Added GM On Today's Dip [View article]
    I never have read nice a message circuitous way just earning for the GM and F ( everybody know wrote earning before divivent) . F is just plain what its profit will go down and the author does not just mention.
    Feb 6 12:34 PM | Likes Like |Link to Comment
  • Apple EPS Setup Against The Whisper Number [View article]
    great work. take not word into battle field . We understand what the author is telling us.
    Jan 27 10:54 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: 15% Forward EPS/Revenue Growth Probably As Good As It Gets [View article]
    @BrianGilmartin; Your description of AAPL is very accurate assuming that the management sleep and AAPL does behave that way.
    Jan 24 12:56 PM | 3 Likes Like |Link to Comment
  • Apple Is Living On Borrowed Time [View article]
    The following are distinct :

    . The analysts are felt uneasy in valuing secured most aapl
    . so they bring the Law of Large Numbers
    . are we not living on borrowed time
    .AAPL is extending standard of live
    Dec 26 05:32 PM | Likes Like |Link to Comment
  • Winners In Approaching China Mobile Deal [View article]
    I am happy that all of the parties will benefit from this long kept secret deal, namely, China Mobil, Apple and Qualcomm. I am not sure about Michael Blair.
    Dec 13 11:13 AM | 6 Likes Like |Link to Comment
  • Still Some Upside Left On Valero [View article]
    Now that VLO has reached $46. are you going to upgrade your price target?

    What do you think of the move to export American crude and its impact of eps of the refiners? Is natural gas going to expel oil from U.S.?
    Dec 10 02:02 PM | Likes Like |Link to Comment
  • Apple May Steamroll Android By 2015 [View article]
    Mr. Cho: Your equation turns out to be ; Market Share= -4.475.Y-11.775/Y+41.365. Here the Market Share is just a function of time and the positive value is 41.365 So, I do not know how you have fixed up the value of Y but this 41.365 is offering some positive value because all other values of Y is negating this 41.365. So, your formula is waiting for Android to vanish. One can furnish any amount of Regression Formula like your showing R(squared ) equal to one.
    Dec 9 12:05 PM | Likes Like |Link to Comment
  • Ford - Still A Believer, Europe Is Turning... A Mullaly Discount ? [View article]
    I have been pondering about the direction in which F stock is moving. It is not all the fine points raised by all of Boston Brahmins of investing but it is the concerted effort by the fund managers who want to keep a parity of F with GM. But those guys know it better because from the beginning it was only F that did not want any fed help. It is independent and it has held its high. Very soon F will move higher.
    Dec 8 05:18 PM | 1 Like Like |Link to Comment
  • Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond [View article]
    The comments are very thoughtful and show their authors are serous about investing and the philosophy. May be by this time Mr. M. Blair should discard his outer layer of body and show his real self, I mean it has a been long time since his assumed identity of many famous short sellers ( I think Einhorn, Trainor , Kass , Gundlach and Eassa who went as for as to say Apple is not out of the woods yet) and show what he thinks of Apple's business models and that why it has so many companies who will copy every products that Apple can come up with and the consumers like this products. I remember the analysts remark about the dimension of iPad and etc. I think it is high time for Mr. M. Blair to show us what he is really.
    Dec 7 06:03 PM | 2 Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    From Mr. Blair's article I am became familiar with : There is somebody called Mr. Kimmel and that Mr. Blair lost some money by shorting AAPL. Will anybody say anything that I am wrong, by that I mean am I missing anything!
    Nov 28 11:35 AM | 5 Likes Like |Link to Comment