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thesuer

thesuer
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  • J.C. Penney Earnings Preview: It Is About Operating Cash Flow [View article]
    Agree to all your points. Expecting a pop after 26th results. weather has been built into price based on other retailers results. So only the outlook has be positive, breathy and refreshing and we should see a nice pop like last quarter.
    What would quanitify for a pop in your anlysis?
    Feb 24, 2014. 06:31 AM | Likes Like |Link to Comment
  • The Resurrection Of J. C. Penney: It's Not All About The Numbers [View article]
    Awesome article so much to digest. What I wonder is that your analysis is what if, speculative? Whatever Ullman did Johnson redid and now Ulmann is redoing what is the value addition? Change is inevitable at lower thresholds, the company has only done worse for 12 quarters and the expectations like you mention on any decent news are huge. A floor is been built, the downside is all built in. Otherwise in the long run there are other retailers with much better upside and returns to be sought out after this "winter" escapade. BUT I am buying for the pop on 26th Feb as I believe your hype and like risky assets in limited quantities. what do you think of family dollar store, Ross stores?
    Feb 24, 2014. 04:03 AM | Likes Like |Link to Comment
  • No ads for WhatsApp; Zuck praises startup's engagement rates [View news story]
    4 billion cash, the rest is stock!
    Feb 21, 2014. 09:09 AM | Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    You are the one smart man in the crowd of ohhhhhs and ahhhhsss. I agree. Facebook actually paid 4 billion in cash and the rest in stock. 19 billion with 2 billion in breakup fees. Forget the stock as that is probably locked up and is accounted for but the cash payment is actually equivalent to 1,5 usd per Facebook shareholder or 2.2% like a dividend. The stock should open approximately 2.2% or more down. The deal at 4 billion is cheap the rest is paper millionaires, what dreams are made off. How do you monetize this who cares, everyone's uses what's app!
    Feb 20, 2014. 04:34 AM | Likes Like |Link to Comment
  • Facebook buying WhatsApp [View news story]
    It is cheap. Calculating value with stock is insignificant, the cash outflow is what matters. Facebook actually paid 4 billion in cash and the rest in stock. 19 billion with 2 billion in breakup fees. Forget the stock as that is probably locked up and is accounted for but the cash payment is actually equivalent to 1,5 usd per Facebook shareholder or 2.2% like a dividend. The stock should open approximately 2.2% or more down. The deal at 4 billion is cheap the rest is paper millionaires, what dreams are made off. How do you monetize this who cares, everyone's uses what's app!
    Feb 20, 2014. 04:33 AM | 2 Likes Like |Link to Comment
  • More on Facebook/WhatsApp [View news story]
    It is cheap. Facebook actually paid 4 billion in cash and the rest in stock. 19 billion with 2 billion in breakup fees. Forget the stock as that is probably locked up and is accounted for but the cash payment is actually equivalent to 1,5 usd per Facebook shareholder or 2.2% like a dividend. The stock should open approximately 2.2% or more down. The deal at 4 billion is cheap the rest is paper millionaires, what dreams are made off. How do you monetize this who cares, everyone's uses what's app!
    Feb 20, 2014. 04:31 AM | Likes Like |Link to Comment
  • No ads for WhatsApp; Zuck praises startup's engagement rates [View news story]
    Facebook actually paid 4 billion in cash and the rest in stock. 19 billion with 2 billion in breakup fees. Forget the stock as that is probably locked up and is accounted for but the cash payment is actually equivalent to 1,5 usd per Facebook shareholder or 2.2% like a dividend. The stock should open approximately 2.2% or more down. The deal at 4 billion is cheap the rest is paper millionaires, what dreams are made off. How do you monetize this who cares, everyone's uses what's app!
    Feb 20, 2014. 04:29 AM | Likes Like |Link to Comment
  • Doubling Down On Apple [View article]
    Berkshire heathway was bankrupt and buffet made it a brand. A lot of the companies we invest in might disappear but one or two will. Be the next big thing. Take google 1999 I had 10000 usd and had to decide between yahoo and google, I chose no name google and today it is huge. Of course it is hard but no is trying to predict we we all trying to make safe investments after analyzing risk! Would you buy herbal life, Trina solar, solar world or twitter? What order based on risk?
    Jan 30, 2014. 06:04 PM | Likes Like |Link to Comment
  • Doubling Down On Apple [View article]
    There are apple die hard fans who go on and on, and then there are investors searching for the next best thing. I own apple but over a period of a year under Tim's leadership I have had better returns with other stock in my portfolio like Tesla, Twitter, Facebook and herbal life. Ok, I agree that apple had value for its price whereas the others mentioned can crash and burn as fast as they rise. BUT that is investing. I bought some more apple after it's results but this time apple is not my biggest holding. Where the hell is the value of iTunes, AppStore, China mobile deal! Where are the new products? I tv that idea sucks low margin,I watch is an old idea. What is new! For all the apple fans, I am writing this on my new iPad mini.....
    Jan 30, 2014. 05:59 PM | 1 Like Like |Link to Comment
  • Apple: Don't Panic [View article]
    Your train of thought and logic are good but your use of the word 'I' outnumber any other word or alphabet in my eyes makes you appear very arrogant BUT again your arguments for and against apple are well thought through. Keep it up but consider reducing the I's. No offense intended.
    Jan 30, 2014. 05:45 PM | Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    Hey, I did the same thing last year 2013 Jan and had to wait until July to get profitable. I dont think Carl understands that him buying 500 M USD worth of shares and me buying 24 are going to change the headwinds, unless he thinks he is blowing! Average volume 12 million Carl buys 1 million, todays volume 20 million shares......I dont think he understands apple. No one does!
    Jan 28, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • DAX Index Returns By Year From 1955 To 2012 [View article]
    I am a Dax investor and the best part is the dividend rich companies pay a dividend once a year and over the last three years if you bought a stock yielding above 2% the day before the AGM you would get the yield the day after the AGM, the stock would gap down and close the gap within three or fours days max before retracing. Take Siemens yield approximately 3-3.5%, dividend payable on the 29th of Jan. The stock is at 98.4 and it appears to be getting ready to fall a bit, I bought it at 94 euros after it had fallen 6.5% after it's q4 results and sold it at 99.5 euros after it had priced in the dividend. At 98 the dividend is priced in so if one can buy at 94/95 then it is again at the price pre dividend announcement. Majority of the Dax companies pay dividends in May, June and close the gaps caused by the dividend payout within three four days. The trick is buying in pre dividend announcement and getting a 2 plus upside move and the the dividend before getting out once the gap is closed.
    Jan 9, 2014. 02:09 PM | Likes Like |Link to Comment
  • Apple: All Systems Go For 2014 [View article]
    Hi, it definitely is pulsating here waiting for impulse before its earnings. The problem is that analysts are expecting an earnings miss. On the other hand the stock moves 10% up or down post earnings. My personal expectation is that the stock will move up towards 570 /575 (major resistence) pre earnings due to samsung loosing market share and China deal and now the expected revenues from the app business.
    Jan 8, 2014. 09:21 AM | Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    thanks, I agree with your FB analogy, but if you look at a weekly chart then Apple is a momentum stock. If you take the last rally that started in June 2013 it was more than 47%, THE STOCK is moving sidewards getting ready to breakout, if it falls below 539 then 506 USD is the next support but as of now a 47% move is still momentum.
    Jan 2, 2014. 08:00 AM | Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    What is a momemtum stock?
    Jan 2, 2014. 03:09 AM | Likes Like |Link to Comment
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274 Comments
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