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  • 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
  • PayPal: Interesting At $44 Billion [View article]
    http://bit.ly/1CS2ffp

    CONCLUSIONS
    We expect PayPal to reprice considerably upwards on its first day as an
    independent company. Buying pre
    -
    split is the key to owning PayPal at a
    cheap price.
    But...and there’s always a but. In buying pre
    -
    split one must feel comfortable
    taking the risk of Marketplaces. We are happy to take on this risk.
    If PayPal trades upwards of $40 per
    share (which we think it will),
    Marketplaces would likely trade in the low $20s. This means that
    proportionally speaking, shares bought today are not ½ each, but more like
    2/3rds PayPal and 1/3
    rd
    Marketplaces.

    One of the reasons Greenblatt looks
    at spins
    is for situations where the
    owners of the
    parent company
    have no interest in the spun asset. In some senses, the spun asset
    here is Marketplaces.
    So, those
    who
    own
    EBAY
    today to
    get access to PayPal
    post
    -
    spin will
    become sellers of Marketplaces once the spin is done.

    As someone comfortable with the Marketplaces risk, this means we are underweight
    our desired target holding on that side of the business.

    To that end, we expect to provide liquidity to those who only want PayPal and no
    Marketplaces once actual event transpires. This is the second leg of what altogether is
    an outstanding opportunity.
    Jul 20, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • Sell eBay, Buy PayPal [View article]
    100% of Paypal will be distributed to ebay shareholders 1:1 ie. the delta between Ebay and Paypal will be the opening price. Hence the only sellers will be OLD ebay shareholders selling everything to take profit on the whole deal, Old ebay shareholders selling Paypal to take a huge profit but have more than 50% loss on their ebay stock (this scenario is highly unlikely) and lastly a huge market of buyers pushing up the price for paypal stock.....its going to be a party, I think.
    Jul 20, 2015. 08:24 AM | 2 Likes Like |Link to Comment
  • PayPal: Interesting At $44 Billion [View article]
    Its the delta between Paypal and Ebay...so 30 USD
    Jul 20, 2015. 02:54 AM | Likes Like |Link to Comment
  • PayPal: Interesting At $44 Billion [View article]
    Awesome well articulated article.
    Where did you the required returns from and what are the returns from visa, mastercard?

    What is the probability that a whole lot of EBAY shareholders will sell both Ebay and Paypal stock on the first day of trading? My understanding is that the delta between EBAY - PAYPAL stock price will be the price of ebay. Implying that the paypal price prior to trading is just a buffer for profit taking. Flush out all the existing ebay shareholders with their paypal stock in order for them to profit and then a new bunch of investors in only Paypal. Ebay is a deadduck with paypal and now that they are offloading other business segments it leaves not much of a party with ebay stock?
    Jul 16, 2015. 07:09 AM | 1 Like Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    IF VOLUME EXCEEDS 50 MILLION THEN this will send out a momentum signal!
    Jul 14, 2015. 05:03 AM | 1 Like Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    http://bit.ly/1O3cBtw
    THE Shorts have 2.5 days to cover as the average is 25 million..............not much but market participants are in favour of MU as the short interest is only 5% of the float. This can be the catalyst for MU to take off......
    Jul 14, 2015. 05:02 AM | 2 Likes Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    Chinese talking Yen? Yuan :) I guess!
    Jul 14, 2015. 04:57 AM | Likes Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    no way! Profit taking from traders but the the shorts just got wiped out and short covering will start pushing the stock up, up and up! 10:15 it is. One GERMAN beer coming your way and if I am right then a shelby S Snake please send....
    Jul 14, 2015. 04:55 AM | 1 Like Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    if is the key word just like every other company in the world......
    Jul 14, 2015. 04:52 AM | Likes Like |Link to Comment
COMMENTS STATS
432 Comments
203 Likes