Seeking Alpha


Send Message
View as an RSS Feed
View AnLe41's Comments BY TICKER:

Latest  |  Highest rated
  • Tesla's Growing Problems Are Not Recall Related [View article]
    Just read in the Swedish news that the Swedish Transportation Agency is investigating the Auto Pilot function in Tesla's cars and they have already indicated an inclination to ban the use of the Tesla Auto Pilot on Swedish roads.

    Don't know how the rules are in the rest of Europe, or elsewhere, but it is probably not good news as Tesla will have to change its marketing messages. Maybe a name change of "Auto Pilot" would do the job? It seems that one main concern in the Swedish investigation, is that the connotation of the name may induce the driver to give the car full control without paying enough attention (as can be seen in hundreds of Youtube videos).
    Nov 26, 2015. 06:02 AM | 1 Like Like |Link to Comment
  • Tesla Prices Model X From $81,200 To $151,450 [View article]
    The most stupid thing with the Model X is the falcon doors. It is said to be a SUV, but normally SUV buyers prefer this type of car in order to carry bulky stuff, like skis, snowboards, bikes, canoes or whatever bulky things you normally put on a roof rack.

    I was initially attracted to the Model X, until I realized that it is essentially just a city car and doesn't give me any of the utility I want. I will therefore go for the Audi Q7 e-tron. For less money, I get a better car with wider action range - and I can bring as much gear with me as I expect from a SUV. For daily commutes, the pure EV mode range is enough to take me to the office and back.

    Model X is for rich city dwellers, but maybe there are enough of those to support TSLA's valuation?
    Nov 24, 2015. 03:55 AM | 4 Likes Like |Link to Comment
  • 25% Allocation To Apple - Too Much Risk? [View article]
    Hey Brian Barbour - if it's of any help in your thought-process on how much of your portfolio to allocate to AAPL, or to any other individual instrument you feel confident about - I have used exactly that same approach and couldn't be happier!

    Rather than spread my savings across 15-25 different stocks, ETF:s, funds and whatever, to spread my risks as per the school book, I have focused my attention on a small number of stocks that I believe I understand really well, and have been happy to allocate a very high portion of my capital to single stocks. Heck, at times when I thought the market had really missed the potential in Apple, I put as much as 90% in, and have made fortunes that way!

    However, I have spent around 1 hour / day, minimum, to stay on top of what's been going on. Keep up your strategy and the best of luck!
    Nov 22, 2015. 04:53 PM | 2 Likes Like |Link to Comment
  • Tim Cook, We Need More Share Buybacks [View article]
    Luckily, I'd say on the M&A side. Something big on the M&A "Richter scale" could easily turn out to be a disaster for a company like Apple. Who would you have in mind?

    Big M&A works well in the pharmaceutical space, manufacturing, retail etc. Apple would struggle to integrate something big into its corporate culture.
    Nov 21, 2015. 04:58 AM | Likes Like |Link to Comment
  • Quarz Capital Management's Open Letter (Dated Nov. 10, 2015) To Apple Pushing For Split Of Apple's Software And Services Operating Numbers [View article]
    The logic of QCM's recommendation is clear. People seem to think that Wall Street possess its own intelligence to understand the various revenue generators of a company and give the stock as fair of a valuation vs. other companies with more open reporting, even if the company decides to maintain a more summarised reporting with different classes of revenue drivers bundled together.

    Reality is the absolute opposite. Wall Street is not capable of seeing hidden values, which is exactly why both Google and Amazon has unleashed a lot of shareholder value when they changed the structure of their financial reporting.

    However, Apple's management is not dumb, and I am sure that T Cook, L Maestri and the BoD are fully aware they have this "share appreciation tool" in their tool box - to use when they deem the time to be ripe! As Apple sits on that huge cash pile and continues to deploy it directly and "indirectly" (via balance-sheet secured low-interest loans), it actually serves Apple well that the share price remains reasonably well within the 2015 trading range, as long as possible in order to purchase as many shares at a discount as possible. When so desired, they can through a simple BoD decision just approve to change the reporting structure and L. Maestri and his team will easily implement the new reporting structure from one Q-report to the other, including pro-forma reports of a few previous quarters, to show how strong the S&S segment is.

    As a long-term shareholder in Apple, I second the approach recommended by QCM, but applaud Apple's directors for not implementing it just yet!
    Nov 20, 2015. 03:42 AM | 1 Like Like |Link to Comment
  • Eagle Pharmaceuticals' (EGRX) CEO Scott Tarriff on Q3 2015 Results - Earnings Call Transcript [View article]
    @stagewright - Thanks for your view, I hope you're right. I agree that the company should be able to perform well with the current setup. Unfortunately, the market is not convinced as of yet. At least the stock continues to slide downwards.
    Nov 12, 2015. 11:22 AM | Likes Like |Link to Comment
  • Eagle Pharmaceuticals' (EGRX) CEO Scott Tarriff on Q3 2015 Results - Earnings Call Transcript [View article]
    It's a surprisingly "meh-ish" reaction of EGRX after the report. The stock usually gaps up or down in big swings, but dropped just a few bucks. Where is it going to go in the near future - anyone?
    Nov 11, 2015. 01:37 PM | Likes Like |Link to Comment
  • Apple Has Become A Trading Stock [View article]
    Trading a volatile stock can be profitable, but you can so easily get the timing wrong and end up entering and exiting at the wrong times. I am sure Dana B is frustrated with AAPL's performance YTD, as am I and any other Apple shareholder. Of course the conclusion can be to abandon the stock and place the money elsewhere.

    I think it was totally impossible to predict the 3% share drop yesterday, as the catalyst was the Credit Suisse report that came out before trading started. Who could have predicted that the days before? Within a week or so, another analyst may come out with another report indicating upside, causing the stock to rise.

    The risk that the CS's report is representative of actual FQ1'16 iPhone results is at best 50/50 in my view (i.e. no better than tossing a coin). We've heard this song by sell-side analysts many times before over the last year, and they have so far turned out to be wrong. CS's upside is that no one will remember once the FQ1'16 report is published in late Jan'16 and the analyst won't be held accountable. If it's a blowout quarter and the stock goes up, he kept his $140 price target, so he is perfectly hedged.
    Nov 11, 2015. 09:54 AM | 13 Likes Like |Link to Comment
  • Notable earnings before Wednesday’s open [View news story]
    The question is how much EGRX will have to beat expectations to avoid a slump. Meeting expectations won't cut it, as expectations are always higher than the expectations. If you see what I mean....
    Nov 11, 2015. 04:18 AM | Likes Like |Link to Comment
  • Apple Is Buying Back Shares Like There's No Tomorrow [View article]
    Apple's stock price will never jump higher as a result of statements of confidence from its CEO about his optimistic view about future growth. That's a trait that is reserved for stocks/CEOs like Tesla/Musk, Amazon/Bezos etc. Hardly record earnings will be enough, as yet another record will only further raise the concern that the new high bar will be too hard to beat in the future.

    This all leads to AAPL only appreciating slowly and in small increments. There's a positive to this for long-term and patient investors - it's a great stock for Covered Calls to substantially increase the yield. It requires active management of CC positions and knowledge when and how to roll positions, but can pay off nicely for savvy investors who can manage that type of "high maintenance" strategy.
    Nov 10, 2015. 03:20 AM | 2 Likes Like |Link to Comment
  • Why I'm Short Netflix [View article]
    No doubt Netflix's valuation feels like it has grown way ahead of itself. However, the name remains a growth investor darling and we've seen many of those survive lofty valuations over surprisingly extended periods.

    If your short position is theta-negative, I wouldn't copy it.
    Nov 9, 2015. 12:33 PM | 2 Likes Like |Link to Comment
  • Tim Cook provides user figures of Apple Music [View news story]
    That number can only be seen as a disappointment. I'm one of the (few) paying users myself (primarily because of the attractive price of the family subscription). Apple Music has several good qualities, but a significant negative is the cluttered and complicated user interface. When I have time to navigate the app, I'm impressed by the vast catalogue of music. However, the user interface is primarily geared towards consumption of the curated playlists (which are great), whereas the navigation for us who know exactly what music we want to listen to - it takes time and it's not intuitive to find previous search results, unless you create a playlist of your searches.

    I totally expect Apple to address the complaints about the UI and release an upgraded version. The question is how long time it will take.
    Oct 20, 2015. 04:21 AM | 13 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    If the desire of Apple shareholders is to secure that Jony Ive stays with the company for as long as possible (which we can assume being the case), then this is good news. The new position, with the lowered amount of time and energy being required in order to handle day-to-day administrative tasks, including personnel responsibility, will free up his time to focus on the design work, which he apparently loves.

    Anyone who has held executive positions at a major corporation knows how much time needs to be allocated (waisted?) on non-productive matters, and in his previous role, I have had some concern that he would go for an early retirement and just be done with it. With the new role, he can hopefully provide the design influence and be involved in that process, whereas he can manage his own time more freely.
    May 28, 2015. 12:47 PM | 3 Likes Like |Link to Comment
  • Google slashes cloud computing prices by 5%-30%, claims 40% edge [View news story]
    Is this good news for AMZN shareholders (i.e. a confirmation that AMZN has really gained a huge market share of the cloud business), or just something that regards Google's own business performance?
    May 18, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Tesla Analysts Now Expect 2015 Loss [View article]
    The time to go short TSLA is the day Elon Musk's Twitter account is closed down!
    May 18, 2015. 10:41 AM | 4 Likes Like |Link to Comment