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thesuer

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  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    17% up or down................in the long run it will fall. Look at all the start up like mobileeye, alibaba, facebook, twitter all had great ideas and all fell big time, the growth is priced in and any disappointments will reprice the stock. Is the run over for linked in, I dont know but the risk is high.
    Jul 28, 2015. 03:08 AM | Likes Like |Link to Comment
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    Buying Linked in is like buying amazon......lottery
    http://on.fb.me/1S7Q5pI
    Jul 27, 2015. 11:28 AM | Likes Like |Link to Comment
  • Patience, Cash And Dividend Growth Investing [View article]
    T or VZ, isnt VZ a better dividend offerer especially after the last earnings?
    Jul 24, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • My 3 Loyal Sons: How A Wacky Idea Inspired My Sons To Invest In Stocks [View article]
    wow, with the markets all messed up and going now where, the clouds of doom hanging over our heads as this bull market was an easy ride. The thoughts of being a truly good investor question every investment idea made in the last 5 years and then I read this article.

    Being a father of three kids I get your thoughts and the patience in investing that you are teaching your kids. Well done but please also teach them the idea of stop losses and making profits as well.

    My kids are are very young but my intentions are similar to yours, let them earn and invest and be able to afford a good college education.
    Jul 24, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Axel Springer emerging as likely Financial Times buyer [View news story]
    pro sieben and axel springer together
    Jul 23, 2015. 09:57 AM | Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    http://bit.ly/1flkKOh
    their investor relations page does not work!
    http://bit.ly/1flkLSA
    Jul 22, 2015. 06:42 AM | Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    0.86 cents a share EPS hence 946 Million net income but google finance gives thier net income as 419 million. I dont get it EBAY spun off paypal 1:1 and ebay has 1.1 billion shares
    http://bit.ly/1flknn4

    Conclusion google finance is crap....
    Jul 22, 2015. 06:39 AM | Likes Like |Link to Comment
  • Apple suppliers sell off following Apple's results/guidance [View news story]
    I agree with you. Even though the drops in MSFT and apple are not justifed it is a traders market and they are killing all the new positions made prior to earnings results hence the major drops I think otherwise how can these drops be quantified? On another note, comparing MSFT, IBM technology companies with Apple a consumer goods company? Weird, even though I completely agree with you. I wonder why the SP changed the segment? Apple is no longer a technology company according to the SP its a consumer goods company. Is this because it produces phones. Apart from Sony and Philips there are no other Consumer good, electronic equipment manufacturers with such lofty market caps. So is it fair to apple to stand alone, like a giant, Giants always fall. I think this is a misnomer as Apple designs based on software and hence should remain in the technology segment and can be compared to MSFT (OPERATING SYSTEMS), GOOG (INTERNET, APPS, operating systems), facebook (internet information provider facetime, whatsapp, imessage, iphotos, instagram) Baidu (safari).

    Looking at valuations of the top 20 companies traded in the US the PEs are low. If the PE goes up imagine apple being a trillion USD company. Weird maths....Guess PE is a useless measure when companies are juggernauts.....
    The only outliers are FB and AMZN. THEY SHOULD BE SHORTED because the market is correcting and both these stocks have already built in a price running up to earnings. Irrelevant of a beat they will fall 10% at least.

    Look at the top 20 biggest companies in the world traded in the US by market cap. PE is the number after the number ending in B.
    1 Apple Inc. Consumer Goods Electronic Equipment USA 753.25B 16.16
    2 Google Inc.TechnologyInternet Information Providers USA 466.08B 34.84
    3 Google Inc.Technology Internet Information Providers USA 450.97B 31.30
    4 Microsoft CorporationTechnology Business Software & Services USA 382.48B 19.62
    5 PTR PetroChina Co. Ltd. Basic Materials Major Integrated Oil & Gas China 360.26B 15.09
    6 Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 353.91B 17.44
    7 Exxon Mobil Corporation Basic Materials Major Integrated Oil & Gas USA 341.43B 12.26
    8 BRK-B Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 335.35B 17.41
    9 Wells Fargo & Company Financial Money Center Banks USA 298.40B 14.10
    10 JNJ Johnson & Johnson Healthcare Drug Manufacturers - Major USA 278.25B 17.67
    11 NVS Novartis AG Healthcare Drug Manufacturers - Major Switzerland 277.84B 23.95
    12 FB Facebook, Inc.Technology Internet Information Providers USA 276.30B 98.39
    13 GE General Electric Company Industrial Goods Diversified Machinery USA 270.54B 244.09 26.85
    14 CHL China Mobile Limited Technology Wireless Communications Hong Kong 268.31B 15.19
    15 JPM JPMorgan Chase & Co. Financial Money Center Banks USA 256.44B 12.47
    16 WMT Wal-Mart Stores Inc. Services Discount, Variety Stores USA 234.26B 14.88
    17 TM Toyota Motor Corporation Consumer Goods Auto Manufacturers - Major Japan 228.41B 12.14 134.56 -0.72% 200,481
    18 AMZN Amazon.com Inc. Services Catalog & Mail Order Houses USA 227.25B - 488.00
    19 PG The Procter & Gamble Company Consumer Goods Personal Products USA 221.46B 24.22
    20 PFE Pfizer Inc. Healthcare Drug Manufacturers - Major USA 216.38B 24.23 35.14

    I think P/S or P/FCF is a better valuation method as it takes on one hand the revenue growth top line and on the other hand the free cash flow these companies generate.
    Jul 22, 2015. 04:43 AM | Likes Like |Link to Comment
  • Apple suppliers sell off following Apple's results/guidance [View news story]
    cause and effect theory
    Jul 22, 2015. 04:36 AM | Likes Like |Link to Comment
  • Apple's call: Watch sales, iPhone/iPad inventories, China, forex discussed [View news story]
    I wonder a lot what kind of investors use this portal? When I read the above it reads a lot of the time like buy and hold and no perspective on the time value of money or alternative investments in stocks that might be doing better in a similar time frame. Correct me but according to US statistics the majority of investors are over the age of 40, the minority which is dwindling is between 20/40. That would rightly imply that the majority is not investing for a living and are using their wealth to make investments which are "sound" dividend kings? So where does apple fit in.....
    Jul 22, 2015. 04:32 AM | 2 Likes Like |Link to Comment
  • Apple's call: Watch sales, iPhone/iPad inventories, China, forex discussed [View news story]
    if the PE goes up imagine apple being a trillion USD company. Weird maths....Guess PE is a useless measure when companies are juggernauts.....
    The only outliers are FB and AMZN. THEY SHOULD BE SHORTED because the market is correcting and both these stocks have already built in a price running up to earnings. Irrelevant of a beat they will fall 10% at least. Apple is no longer a technology company according to the SP its a consumer goods company. Is this because it produces phones. Apart from Sony and Philips there are no other Consumer good, electronic equipment manufacturers with such lofty market caps. So is it fair to apple to stand alone, like a giant, Giants always fall.

    I think this is a misnomer as Apple designs based on software and hence should remain in the technology segment and can be compared to MSFT (OPERATING SYSTEMS), GOOG (INTERNET, APPS, operating systems), facebook (internet information provider facetime, whatsapp, imessage, iphotos, instagram) Baidu (safari).

    Look at the top 20 biggest companies in the world traded in the US by market cap. PE is the number after the number ending in B.
    1 Apple Inc. Consumer Goods Electronic Equipment USA 753.25B 16.16
    2 Google Inc.TechnologyInternet Information Providers USA 466.08B 34.84
    3 Google Inc.Technology Internet Information Providers USA 450.97B 31.30
    4 Microsoft CorporationTechnology Business Software & Services USA 382.48B 19.62
    5 PTR PetroChina Co. Ltd. Basic Materials Major Integrated Oil & Gas China 360.26B 15.09
    6 Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 353.91B 17.44
    7 Exxon Mobil Corporation Basic Materials Major Integrated Oil & Gas USA 341.43B 12.26
    8 BRK-B Berkshire Hathaway Inc. Financial Property & Casualty Insurance USA 335.35B 17.41
    9 Wells Fargo & Company Financial Money Center Banks USA 298.40B 14.10
    10 JNJ Johnson & Johnson Healthcare Drug Manufacturers - Major USA 278.25B 17.67
    11 NVS Novartis AG Healthcare Drug Manufacturers - Major Switzerland 277.84B 23.95
    12 FB Facebook, Inc.Technology Internet Information Providers USA 276.30B 98.39
    13 GE General Electric Company Industrial Goods Diversified Machinery USA 270.54B 244.09 26.85
    14 CHL China Mobile Limited Technology Wireless Communications Hong Kong 268.31B 15.19
    15 JPM JPMorgan Chase & Co. Financial Money Center Banks USA 256.44B 12.47
    16 WMT Wal-Mart Stores Inc. Services Discount, Variety Stores USA 234.26B 14.88
    17 TM Toyota Motor Corporation Consumer Goods Auto Manufacturers - Major Japan 228.41B 12.14 134.56 -0.72% 200,481
    18 AMZN Amazon.com Inc. Services Catalog & Mail Order Houses USA 227.25B - 488.00
    19 PG The Procter & Gamble Company Consumer Goods Personal Products USA 221.46B 24.22
    20 PFE Pfizer Inc. Healthcare Drug Manufacturers - Major USA 216.38B 24.23 35.14
    Jul 22, 2015. 04:28 AM | 1 Like Like |Link to Comment
  • Verizon Communications Is A Buy [View article]
    they all have debt, thats because of infrastructure, low interest rates good for them, interest rates go up......ouch
    Jul 21, 2015. 06:45 AM | Likes Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    I dont understand why ebay is valued at 65 USD when they have spun off Paypal? It should be between 30-35 USD.
    Jul 21, 2015. 06:05 AM | 1 Like Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    Maybe you should state your compelling reasons with a time horizon then.
    Jul 21, 2015. 05:57 AM | 1 Like Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    buy microsoft too, sounds good!
    Jul 20, 2015. 09:42 AM | Likes Like |Link to Comment
COMMENTS STATS
396 Comments
172 Likes