thesuer's Comments

30 Low Price to Book Value Stocks That Should Outperfom

Sun, 31 Mar 2013 15:55:29 -0400

Thanks, I've become really curious about performance of companies that are below their pbv and wanted to know how your 30 companies have performed obviously bank America and aig have done well but they are large cap financially crushed stocks that got bailed out what about the rest? Do you also add the free cash flow per share to the book value per share to get a value? Thanks

Amazon Missed On All 5 Key Metrics: Business Model In Jeopardy While Analysts And Investors Are Pleased

Wed, 30 Jan 2013 16:34:03 -0500

I like your article, I dont like the analysts got it wrong as it is non quantifiable and personal. Amazon is a brand like coke, apple. Apple took a beating as it could not beat its earnings and amazon went up even though it missed its revenue and earnings. What I would like to ask the author is if he can justify the traders buying amazon? I dont see AMZN as a buy- the price was baked in, actually AMZN is back where it was before the earnings and I can bet you it will fall.......AMZN is everywhere and as long as they keep their costs under control and make plus earnings, it will be a conversation stock, the moment it starts making losses "again" it will become a dead company but I dont think that will be the case..

Fusion-io (FIO): FQ2 EPS of $0.13 beats by $0.05. Revenue of $120.6M beats by $0.68M. Shares -15% AH. (PR)

Wed, 30 Jan 2013 16:17:02 -0500

its just bad reporting......TELL US THE THE GOOD NEWS AND LEAVE OUT........ I totally agree, I just wished the reporters at seeking alpha get the whole story and report it. There is no guidance as the CC is at 5:00????? Stomach tells me buy some more for a better beat next quarter....look at amazon, what is that? happy investing, keep investing

Apple Earnings OK, Guidance Poor

Thu, 24 Jan 2013 17:53:57 -0500

I agree. The q2 guidance is range bound and leaves no room for an upside, secondly as it is range bound there is no estimate on EPS.
Technically, the bottom is the beginning of 2012 take off, exactly one year ago. The gap up because of q1 results was never closed and 426 USD would close that gap. http://bit.ly/14eXUNS

Why Apple's Plunge Makes Sense

Thu, 24 Jan 2013 17:51:59 -0500

Really well written, where these other gems that you are buying. My take on apple- The q2 guidance is range bound and leaves no room for an upside, secondly as it is range bound there is no estimate on EPS.
Technically, the bottom is the beginning of 2012 take off, exactly one year ago. The gap up because of q1 results was never closed and 426 USD would close that gap. http://bit.ly/14eXUNS

A Complete Financial Analysis Of Apple

Thu, 24 Jan 2013 17:46:18 -0500

Awesome article. The q2 guidance is range bound and leaves no room for an upside, secondly as it is range bound there is no estimate on EPS.
Technically, the bottom is the beginning of 2012 take off, exactly one year ago. The gap up because of q1 results was never closed and 426 USD would close that gap. http://bit.ly/14eXUNS

Apple's Shares Are Approaching A Bottom

Thu, 24 Jan 2013 17:42:36 -0500

Take a look at where apple is going and why... http://bit.ly/14eXUNS

Apple's Shares Are Approaching A Bottom

Thu, 24 Jan 2013 17:35:59 -0500

Nothing new....if I am not mistaken you missed the point. The q2 guidance is range bound and leaves no room for an upside, secondly as it is range bound there is no estimate on EPS. The rest of your article, even though, we'll written but nothing new.
Technically, the bottom is the beginning of 2012 take off, exactly one year ago. The gap up because of q1 results was never closed and 426 USD would close that gap.

Apple Earnings Preview: Can Shares Rebound?

Tue, 22 Jan 2013 18:24:58 -0500

Interesting thoughts, more important and what was missing was what your thoughts were n how to play the earnings tomorrow? The only reason i ask is because I read in your profile that are a trader? I have read every possible combination of apples earnings result tomorrow that i have bought derivatives leading to the the earnings but plan on selling everything tomorrow so I nt get busted by a revenue miss, earnings miss, operating margin margin miss or outlook for the 2nd quarter miss. Damn the possibilities of a miss are high when you take into account that apple has to beat on 4 counts. I bought stock at 500 and believe that inthe short term we will see 600 USD. What's your stand?

Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green.

Mon, 14 Jan 2013 09:07:50 -0500

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Don't Miss The Weakness In Apple

Mon, 14 Jan 2013 09:07:06 -0500

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Don't Miss The Weakness In Apple

Mon, 14 Jan 2013 09:06:33 -0500

90 day EMA. Since 04 $AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. $AAPL screaming buy @ 500 USD. (LONG TERM)
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Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action

Mon, 14 Jan 2013 09:05:39 -0500

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90 day EMA. Since 04 $AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. $AAPL screaming buy @ 500 USD. (LONG TERM)

Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO.

Mon, 14 Jan 2013 08:29:16 -0500

90 day EMA. Since 04 AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. AAPL screaming buy @ 500 USD.

Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green.

Mon, 14 Jan 2013 08:27:45 -0500

90 day EMA. Since 04 $AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. $AAPL screaming buy @ 500 USD.

A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M.

Sat, 05 Jan 2013 08:15:52 -0500

Not entirely accurate as the android operating system in sold smart phones can be estimated....

A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M.

Sat, 05 Jan 2013 08:14:45 -0500

Google got totally bearded out after its dismal quarterly per leaked announcement....it is a screaming buy now

A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M.

Sat, 05 Jan 2013 08:13:33 -0500

Hedge your bet and ride the wave up and down....

A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M.

Sat, 05 Jan 2013 08:11:18 -0500

Buy Nokia! The Future poor Mans phone. Talking market Share Apple is loosing market share in the premium market to android aka google, buy google. Simply put apple is awesome I have made money but still lost on going long long apple and now think it is clearly undervalued but we need a huge catalyst for an upwards rally. Have built a position buying upto 500 usd, prey that it does not break through 500 because then it will be misery upto 415-485 and locked up capital. Hopefully q1 results 54 billion beat should do the trick......otherwise in the interim period loading up on Nokia and google to offset apple losses. Best of luck fellow apple investors in the end 600 minimum target should be reached to take profit.

This Could Be Why Apple Shares Are Down

Thu, 27 Dec 2012 14:59:51 -0500

Nice, quick question, you have assumed that that the profit is 300usd meaning that you bought at 220usd if the price is 520? you own a 1000 shares =220000 usd, profit 300000 usd Why do you want to buy 1000 shares at 520 and not at 500 or 490 assuming you sold to take profit after noticing that the stock had tanked from 700 to 520?

The Real Reasons Why Apple Is Tanking

Wed, 05 Dec 2012 18:10:00 -0500

Nicely said

The Real Reasons Why Apple Is Tanking

Wed, 05 Dec 2012 18:09:02 -0500

I agree

The Real Reasons Why Apple Is Tanking

Wed, 05 Dec 2012 18:05:17 -0500

I Agree, missed by what amount, David, please the reasons you state are important but not the be all reasons. Technically, the death cross has not yet happened, secondly we have a gap which offers support, thirdly apple hit its 68,1 fibannacci retracement, another support area which by the way was where the rally started from 509 usd. I be.ieve that apple is least valued at 600 usd, least, so time to buy apple at 540, 538, 528 usd. If these supports do not hold and the politicians do not find a solution to the fiscal cliff, we all would have to wait until jan when apple should announce another block buster result. Please 54 billion is no joke for a quarter and an undervalued stock where currently funds are taking profits. Simple question regarding your analysis- why did apple rise from 509 to 580 two weeks ago?

Don't Miss The Weakness In Apple

Mon, 26 Nov 2012 03:44:16 -0500

Any idea about black Friday sales impact on stock price?
Thanks

Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action

Mon, 19 Nov 2012 17:23:23 -0500

boom boom apple

Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action

Sun, 18 Nov 2012 15:59:28 -0500

75% year to date, take profit, less tax, buy back and hold- option 1
Too fall 28% means someone /body has been buying? Big pop 1st q 2013 54 billion revenues estimated by company, that is super huge. Fiscal cliff, democrats and republicans approaching solution, huge upsed anticipated for DJIA and S&P, meaning apple naturally will rise too. Opportunity is too buy google as well which has fallen 17%, apple 28%. I believe technically apple has hits it's bottom and we have a bullish hammer on the daily chart, this coincides with a 61,8% retracement on the S&P and the DJIA. Fundamentally, apple is cheap at 505/515/523. Going long with certificate/warrants tomorrow.

Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action

Sun, 18 Nov 2012 15:48:58 -0500

Why are you investing on others advice? We all I assume are using hard earned money? Anyway, apple is going up now or after 496, whichever way it is a great time to buy.....

Let Negative Sentiment Help You Get Long Apple

Thu, 25 Oct 2012 07:24:56 -0400

Nice article, very well thought through. My two cents on apple earnings-. Apple has already lost 12% to date which is the correction one would expect if it does not beat expectations-Upside 10 downside 5 to 7% looking only at 2012 earnings which actually in my opinion reflect the multpile new upgrades and products. Taking iPad sales and then new iPhone sales into account the results for this quarter should be normally better due to presales compared to sales in the previous quarters. Also after yesterday new ipad mini and new upgraded ipad and new imac it would appear that apple is reinventing itself and going into shorter product cycles becuase it is an invention company which outsources all production hence reducing fixed costs and inventories. Margins might decrease but as long as sales grow and profits increase everything else is illusionary.

Having said that, the overall markets are correcting and apple is along for the ride. I would expect a price Movement of 630 prior to announcement of results before it being blown up or down. I believe that the ride will be upside as the new products and pricing tend to prove that apple has no fear with their sales growth and earning growth.

Take this years quarterly results - Jan 24, 8% after market rise (in a very bullish overall market) followed by a 46% rise into April. Following overall General market movement look at S&P 500. We are currently priced at exactly the day after the April results came out and that was a upside of 11% followed by a ride down 15% and the S&P also went down 10% followed by a ride up starting June of 2012 up 12% for the S&P and 35% for apple. July apple had a good quarter but fell 5% but do not forget it was already up with the overall market 16% and then regained to chalk up another 20%. Long story short markets are correcting and are not yet near their possible retracement- 1393 for the S&P which fits nicely with a 586 for apple. I expect apple to move up and then fall with the overall market. Apple day trading 630 then falling to 586.
What do you think? Would appreciate your feedback?
Thanks

Why Apple Doesn't Care About Its Competition

Thu, 25 Oct 2012 07:02:44 -0400

Do I need to restate the obvious- incredible well written and on the nail. Awesome, hopefully investors will read your article and start buying shares....

A Hedged Approach To Trading Apple Earnings This Time Around

Thu, 25 Oct 2012 06:55:58 -0400

"October has delivered a split with 3 positive versus two negative changes. "
Nice article but I think that your data analysis is incorrect as you have not taken into effect that in this year alone apple came out with favorable results beating analysts expectation and then took a 5 % to 10% dive. If you lock this into your statistics then you will have different results. Apple has already lost 12% to date which is the correction one would expect if it does not beat expectations-Upside 10 downside 5 to 7%. Taking iPad sales and then new iPhone sales into account the results for this quarter should be normally better due to presales compared to sales in the previous quarters. The overall markets are correcting and apple is along for the ride. I would expect a price Movement of 630 prior to announcement of results before it being blown up or down. I believe that the ride will be upside as the new products and pricing tend to prove that apple has no fear with their sales growth and earning growth.
Take this years results which are not included in your analysis. Jan 24, 8% after market rise followed by a 46% rise into April. General market movement look at S&P 500. We are currently priced at exactly the day after the April results came out and that was a upside of 11% followed by a ride down 15% and the S&P also went down 10% followed by a ride up starting June of 2012 up 12% for the S&P and 35% for apple. July apple had a good quarter but fell 5% but do not forget it was already up with the overall market 16% and then regained to chalk up another 20%. Long story short markets are correcting and are not yet near their possible retracement- 1393 for the S&P which fits nicely with a 586 for apple. I expect apple to move up and then fall with the overall market.