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thesuer

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  • Mar. Nonfarm Payrolls: +120K vs. consensus of +201K, prior 227K. Unemployment 8.2% vs 8.3% expected. Average workweek 34.5 in-line with expectations. Average hourly earnings 0.2% in-line with expectations.  [View news story]
    3-5% correction expected.....instead of May, better to sell and go away now....damn all that profit from Jan-March 12% slowly getting eroded...
    Apr 10 03:34 AM | 3 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 04:33 AM | 2 Likes Like |Link to Comment
  • Apple, China Mobile sign iPhone deal: WSJ [View news story]
    Apple get ready to get out. IT will go up, obviously towards 5885 or 595 but then.

    This is awesome for all the apple fans a 700 million subscriber base getting prepped for Apple everywhere, even more exciting 4g roll out in China, the market makers have been anticipating this move since 3 months starting September and the stock has climbed 30% 575 USD as of this writing.

    Please tell me what more upside can be reached? If One does not already own apple shares then dont buy them now because the big boys are going to take profits. Today,tomorrow the stock might move another 2.79 or 4.56% but after that expect a nice correction back to support at 555/544/512 worst case after which 625 USD would be possible if not 700 USD.

    The stock is already trading outside its boilinger band so one last blow off, a big splurge, volume rises, so exciting and then whoosh a tsunami of big boys selling and a new wave army of hedge funds enter to take positions. Personally, if apple falls to 545 I would buy long term, nice dividend, share buyback, ICAHN pressure etc.
    Dec 5 06:57 AM | 2 Likes Like |Link to Comment
  • The Eurogroup statement on Spain: "The loan will be scaled to provide an effective backstop covering for all possible capital requirements ... with an additional margin of safety up to €100B in total ... the Fund for Orderly Restructuring (FROB), acting as agent of the Spanish government, could receive the funds and channel them to the financial institutions concerned."  [View news story]
    What a joke....the spainish are playing low ball saying they need 40 billion to bail out their banks and the govt acts as sponsors (guarantors/ interest payees) and the EU finance ministers say that they can give 100 billion Euros. Seriously, did we not hear this in 2007/2008- so bear sterns, lehman brothers, AIG, Northern Rock, Bank of Scotland and a bunch of other banks went down. What we talking about housing bubble amongst other things. What is Spain- a huge housing bubble so 40 billion to capitalise their banks is a joke...CDS must be in abundance and whoever is betting on US banks might make money in the short term but in the long run banks are betting where the risk is high and loosing sometimes like the London whale (Did not JPM say 1 billion and now its 5 billion). Give me a break short the Eurousd and the DAX instead and go long the USD and buy gold @ 1480(speculative).....
    The chinese in my view are doing just that: largest holder of USD reserves, will probably devalue their currency and then convert their USD reserves in yuan or use the USD to buy European assets which are cheap with a rising USD. They are also the worlds largest buyers of Gold.....so they are stocking their reserve in case the US stop printing USD which is not happening in the short term, if anything the Central bank will print more USD in July/August.....before elections are over....
    Jun 9 05:28 PM | 2 Likes Like |Link to Comment
  • Seeking Alpha welcomes its 1 millionth member! That's a community 1M strong (and counting) of your fellow investors, reading, blogging and chatting about where to invest. To celebrate our million users, imagine you have $1M in play money to put where you like; use the comments on this post to tell us what stocks, ETFs or other investments would get your allocations - and how you use Seeking Alpha to help make those decisions.  [View news story]
    Seeking Alpha is the most awesome website for live updates and breaking news, I love it and my favourite watchlist is comprised after checking the stocks with seeking alpha regarding earnings, broker updates etc. Take a look at my current favourite watch list....
    http://on.fb.me/Hb8ARw
    sorry for the link but I could not type in all the names....this list is a list of explosive European and US stocks that are/should be breaking out......
    seeking alpha rocks and congrats for the 1 millionth customer......Germany has already started it's own version of seeking alpha but it is still not as fast......
    Mar 26 10:29 AM | 2 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 05:59 PM | 1 Like 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 11:33 AM | 1 Like Like |Link to Comment
  • What Hedge Funds Expect Nike To Report Thursday [View article]
    Estimize marketing? Def not nike or hedge funds related!
    Dec 19 01:24 AM | 1 Like Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    a bit exaggerated, falling from their highs...
    Dec 11 08:12 AM | 1 Like Like |Link to Comment
  • Why The Fed Won't Taper In December [View article]
    Wow, great article but the markets are tanking! I think BB wants to hand over the reins 'ASIS' to JY. Then he has a clean sheet as the markets and the economy are doing fine under his watch.
    Take AG (Allen Greenspan the man responsible for this mess) he passed on the reins and no one talked anymore about him. The same for BB.
    The market markers will crash the market until 17th 18th and then we will see a christmas rally.
    TAPERING or NO TAPERING is not the point, making money while we all discuss it is the point.
    Everything is priced in!
    Dec 10 11:12 AM | 1 Like Like |Link to Comment
  • Stock futures slide after U.S. GDP data, jobless claims [View news story]
    This is good news so why the sell off. My guess is profit taking before the next rally.
    Dec 5 10:19 AM | 1 Like Like |Link to Comment
  • Underwriters begin coverage of Twitter; Goldman says Buy [View news story]
    another facebook dud!
    Dec 2 09:49 AM | 1 Like Like |Link to Comment
  • Oracle guidance light, shares -2.8% AH [View news story]
    Mr Ellison good time to go sailing! Stock in the dumps since last three quarters and you are sailing!
    Sep 18 05:32 PM | 1 Like Like |Link to Comment
  • Why Apple's Plunge Makes Sense [View article]
    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
    Jan 24 05:51 PM | 1 Like Like |Link to Comment
  • A Complete Financial Analysis Of Apple [View article]
    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
    Jan 24 05:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
231 Comments
46 Likes