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slaughterer

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  • Amazon Smartphone: AT&T will be exclusive provider [View news story]
    We do not even know if it will be a smartphone, and we already know AT&T will be sole provider?
    Jun 17, 2014. 08:52 AM | 3 Likes Like |Link to Comment
  • Autobahn not a problem for souped-up Model S [View news story]
    At least another $5b in mktcap.
    Oct 23, 2013. 01:44 PM | 1 Like Like |Link to Comment
  • NTT DoCoMo deal to sell iPhone near? [View news story]
    DocoMo or CM news before EOW, hopefully.
    Aug 26, 2013. 11:07 AM | Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA) are off 2.9% premarket with a cover story in Barron's (I, II) firing up passionate reactions from both TSLA longs and shorts. The action is relatively minor considering the dizzying +200% YTD run in Tesla shares and the strong slap from a publication that is known as a Monday stock mover[View news story]
    TSLA market cap should be $16b. Good luck longs.
    Jun 10, 2013. 02:42 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA +1.8%) moves forward with a plan to open a store in China, despite doubts from analysts that the automaker can make a strong presence in the nation. Though the Chinese government is getting more serious in offering subsidies for electric vehicles, the price tag on the Model S and the lack of charging station infrastructure are concerns. [View news story]
    Lots of rich Chinese foreign auto enthusiasts who want a Tesla to park alongside their Porsche and Ferrari: nice move Elon.
    Jun 7, 2013. 11:06 AM | 6 Likes Like |Link to Comment
  • Shares of Tesla Motors (TSLA -4.4%) fall lower in early trading. Though much of the action could still be profits being taken off the table, the news that Kandi Technologies landed government approval in China to sell an all-electric sedan is an interesting development for the EV market. [View news story]
    Kandi makes good bumper cars; EV automobiles, meh...
    Jun 5, 2013. 11:32 AM | Likes Like |Link to Comment
  • Amazon (AMZN) has bought Samsung's (SSNLF.PK) Liquavista e-reader display unit, The Digital Reader uncovers via Dutch regulatory filings; Amazon has subsequently confirmed the purchase. Past rumors indicated Samsung was trying to sell Liquavista, which was developing low-power color displays relying on a process called electrowetting, to Amazon for less than $100M. Look for Liquavista's tech to appear in future Kindle e-readers. [View news story]
    The business plan is tentacular and unfocused. Great prelude to a decline.
    May 14, 2013. 09:25 AM | Likes Like |Link to Comment
  • As Apple (AAPL +2.5%) surges above $425, a French site leaks an apparent sales doc for Japanese carrier KDDI that states iPhone 5S pre-sales will start on June 20 (shortly after the WWDC conference) ahead of a July launch. The doc also claims the 5S will have a 13MP camera and fingerprint reader. It's possible the launch info is dated - there have been multiple reports the 5S launch has been pushed back to Aug./Sep. from July. Also: KGI Securities, which has a pretty good track record, reports new MacBook Pro/Air models will arrive at WWDC, and that display yield issues will likely push back retina iPad Mini mass-production to October. (S-3 filing[View news story]
    These "will happen later this year" rumours are getting pretty tiring. But at least the news flow is turning more bullish.
    Apr 29, 2013. 12:55 PM | Likes Like |Link to Comment
  • Apple (AAPL) files a S-3 shelf registration for the issuance of debt. The details are few, but the company indicated at its last earnings report its intention to take on debt to fund capital returns. Shares +0.8% premarket. [View news story]
    AAPL borrows at 1.25%
    AAPL pays its issued debt at 1.5%
    (net loss of .25%)
    AAPL uses the money raised by selling debt to buy back equity yielding 3.00%
    AAPL has less dividend obligation and raises its EPS by 10% through reducing its float.
    Apr 29, 2013. 10:06 AM | 1 Like Like |Link to Comment
  • Apple (AAPL +0.6%) ticks above $400 ahead of FQ2 results and FQ3 guidance few expect to be glowing, particularly in light of supplier numbers (I, II). Shares are down 22% since the company posted a disappointing FQ1 report; the FQ2 EPS consensus has fallen by $1.60 over the last 90 days to $10.07, and the FY13 consensus by $4.31 to $43.66. FBR's Scott Thompson (Outperform) has cut his PT by $100 to $525 today. Thompson likes Apple's valuation, but adds "management has been surprisingly quiet about how Apple may deploy its $130B." He also asserts execution "has been plagued by operational missteps and a steady stream of reported production cuts." [View news story]
    The problem is however: AAPL earnings are declining.
    Apr 23, 2013. 12:44 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL +0.6%) ticks above $400 ahead of FQ2 results and FQ3 guidance few expect to be glowing, particularly in light of supplier numbers (I, II). Shares are down 22% since the company posted a disappointing FQ1 report; the FQ2 EPS consensus has fallen by $1.60 over the last 90 days to $10.07, and the FY13 consensus by $4.31 to $43.66. FBR's Scott Thompson (Outperform) has cut his PT by $100 to $525 today. Thompson likes Apple's valuation, but adds "management has been surprisingly quiet about how Apple may deploy its $130B." He also asserts execution "has been plagued by operational missteps and a steady stream of reported production cuts." [View news story]
    AAPL: $300 before $500. MSFT 1999-2002 retrace in action. Maybe AAPL hit their own guidance for this quarter, but their guidance for next quarter is going to hurt the bull thesis.
    Apr 23, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • Should Tim Cook Ask WWJD (What Would Jobs Do)? [View article]
    Cook is a liability to AAPL shareholders and should be replaced along with about half of the board.
    Mar 6, 2013. 03:59 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    Mizuho just joined the downgrade seagull fest.
    Dec 17, 2012. 11:25 AM | Likes Like |Link to Comment
  • Will The S&P Hit A Record High In 2013? [View article]
    What is preventing P/E and PEG ratio red flags from being heeded is the awareness of the enormous amount of CB-generated liquidity in the current markets as compared to previous years. With no reduction in this liquidity in sight, and interest rates so low, one can expect to see far higher P/E ratios and PEG ratios for another year or so. You mention the obvious headwinds approaching with 2013--but many market participants are well aware of them and will hedge the risks they raise no doubt.
    Oct 4, 2012. 12:52 PM | Likes Like |Link to Comment
  • Today In Commodities: Bounce Underway In The Dollar [View article]
    "80.75-81.00 should be challenged in the coming weeks... " Sorry, this ISDI call will not be fulfilled, quite the opposite, which jeapordizes most of your other calls. Good luck though.
    Sep 21, 2012. 04:38 AM | Likes Like |Link to Comment
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