YenKenZen's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/60050/comments http://seekingalpha.com/article/99209-online-financial-tools-sized-up?source=feed#comment-291003 291003
You can always find up-to-date feature list and easy comparison of broker features on YenKenZen.]]> Sun, 26 Oct 2008 17:32:07 -0400
You can always find up-to-date feature list and easy comparison of broker features on YenKenZen.]]> http://seekingalpha.com/article/100566-apple-s-itunes-chump-change-for-hollywood?source=feed#comment-286012 286012
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]]> http://seekingalpha.com/article/94221-ecommerce-stock-pair-trade-amazon-vs-ebay?source=feed#comment-247892 247892 Sun, 07 Sep 2008 22:09:32 -0400 http://seekingalpha.com/article/92631-kindle-college-textbooks-a-huge-opportunity-for-amazon?source=feed#comment-240560 240560
What Kevin didnt explain was that students need to buy more than one book - typically 8+. So now you can do the math.

I would love to see this happening even for my high-schooler. There are challenges, but this can work and could be big if students catch up on Kindle.]]> Wed, 27 Aug 2008 22:35:04 -0400
What Kevin didnt explain was that students need to buy more than one book - typically 8+. So now you can do the math.

I would love to see this happening even for my high-schooler. There are challenges, but this can work and could be big if students catch up on Kindle.]]> http://seekingalpha.com/article/92318-google-wins-the-verizon-wireless-sweepstakes?source=feed#comment-237720 237720
I like both of VZ and GOOG but I want to buy one. VZ ofcourse is more complex to address because of its combination of fixed line business as well as wireless business - however may have lot better valuation compared to GOOG.]]> Sun, 24 Aug 2008 12:28:28 -0400
I like both of VZ and GOOG but I want to buy one. VZ ofcourse is more complex to address because of its combination of fixed line business as well as wireless business - however may have lot better valuation compared to GOOG.]]> http://seekingalpha.com/article/91633-apple-google-a-detailed-comparison?source=feed#comment-236999 236999
IF you do want to compare Apple and Google, compare their market share of the their relevant markets and see where they can go..

FCF comparison is meaningful.. but for growth companies, market share is what matters and I feel Apple has much more headroom.]]> Fri, 22 Aug 2008 23:02:46 -0400
IF you do want to compare Apple and Google, compare their market share of the their relevant markets and see where they can go..

FCF comparison is meaningful.. but for growth companies, market share is what matters and I feel Apple has much more headroom.]]> http://seekingalpha.com/article/91785-inflation-a-huge-drag-as-energy-costs-transform-consumer-behavior?source=feed#comment-236990 236990 Fri, 22 Aug 2008 22:43:04 -0400 http://seekingalpha.com/article/74037-can-eaton-vance-s-tax-advantaged-dividend-fund-sustain-its-yield?source=feed#comment-174202 174202 Mon, 26 May 2008 19:28:54 -0400 http://seekingalpha.com/article/49041-book-review-vitaliy-katsenelson-s-active-value-investing?source=feed#comment-97879 97879 Sat, 06 Oct 2007 15:42:17 -0400 http://seekingalpha.com/article/42175-why-isn-t-wall-street-skeptical-about-starbucks-increased-prices?source=feed#comment-92135 92135
I have generally found your stock picking skills pretty good, however I have to say that you are missing the mark here. Though SBUX may be good for shorting for valuation or other reasons, I agree with smorales that the 9c increase isnt going to affect their business at all. In fact vast majority of SBUX customers may not even notice it..

five_whys]]> Wed, 25 Jul 2007 21:41:40 -0400
I have generally found your stock picking skills pretty good, however I have to say that you are missing the mark here. Though SBUX may be good for shorting for valuation or other reasons, I agree with smorales that the 9c increase isnt going to affect their business at all. In fact vast majority of SBUX customers may not even notice it..

five_whys]]> http://seekingalpha.com/article/38853-home-depot-selling-supply-business-issuing-22-5b-buyback?source=feed#comment-89225 89225
Also do you see the recent CEO change as any positive for HD?]]> Wed, 20 Jun 2007 15:55:20 -0400
Also do you see the recent CEO change as any positive for HD?]]> http://seekingalpha.com/article/35806-amazon-moves-to-drm-free-music-subscription-sites-lose-big?source=feed#comment-86536 86536
I agree AMZN entry it-self is a threatening to these guys but hey, its apple who has to lose.. no one else have any market share anyway!]]> Fri, 18 May 2007 19:01:42 -0400
I agree AMZN entry it-self is a threatening to these guys but hey, its apple who has to lose.. no one else have any market share anyway!]]> http://seekingalpha.com/article/35751-berkshire-hathaway-hold-off-until-buffett-steps-down?source=feed#comment-86319 86319 Wed, 16 May 2007 14:18:19 -0400 http://seekingalpha.com/article/35212-reading-between-the-lines-to-spot-the-next-cisco?source=feed#comment-86268 86268
This proves back William's point as well - going "lean" does sound like a cover, at-least for last quarter.

One another point though, if you look at the PCB b-b ratio, Q4 b/b was ]]> Wed, 16 May 2007 01:32:41 -0400
This proves back William's point as well - going "lean" does sound like a cover, at-least for last quarter.

One another point though, if you look at the PCB b-b ratio, Q4 b/b was ]]> http://seekingalpha.com/article/35514-red-hat-grasping-the-open-source-software-concept?source=feed#comment-86267 86267
I feel though that RHT's valuation simply reflects the growth it has been seeing and cash on hand.. if you look at enterprise value / EBIT, the valuation doesnt seem outrageous for a company thats grown 4 times in 4 years ($93M in 2003 to >$400M in trailing 12 months per my Morningstar screen).]]> Wed, 16 May 2007 01:13:15 -0400
I feel though that RHT's valuation simply reflects the growth it has been seeing and cash on hand.. if you look at enterprise value / EBIT, the valuation doesnt seem outrageous for a company thats grown 4 times in 4 years ($93M in 2003 to >$400M in trailing 12 months per my Morningstar screen).]]> http://seekingalpha.com/article/33733-can-realnetworks-survive-the-competition?source=feed#comment-85511 85511
all in all - I think Real consistently comes up with some good quality, solid products much ahead of competition but they just arent able to hold hte ground against more marketing savy competition.]]> Fri, 04 May 2007 18:57:44 -0400
all in all - I think Real consistently comes up with some good quality, solid products much ahead of competition but they just arent able to hold hte ground against more marketing savy competition.]]> http://seekingalpha.com/article/34000-verizons-fios-fiber-optic-network-payback-time?source=feed#comment-85301 85301
Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of broadband subscriber growth in 2008..

telephonyonline.com/in.../]]> Tue, 01 May 2007 16:59:26 -0400
Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of broadband subscriber growth in 2008..

telephonyonline.com/in.../]]> http://seekingalpha.com/article/33786-comcast-and-cable-stocks-pressured-by-apple?source=feed#comment-85300 85300
Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of growth in 2008..

telephonyonline.com/in.../]]> Tue, 01 May 2007 16:51:51 -0400
Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of growth in 2008..

telephonyonline.com/in.../]]> http://seekingalpha.com/article/33786-comcast-and-cable-stocks-pressured-by-apple?source=feed#comment-85249 85249 www.nytimes.com/reuter...;oref=slogin]]> Mon, 30 Apr 2007 17:54:46 -0400 www.nytimes.com/reuter...;oref=slogin]]> http://seekingalpha.com/article/33820-which-is-doing-better-the-dow-or-the-s-p500?source=feed#comment-85203 85203
I read somewhere else that if multiple leading indices rise together, thats the strongest bull market.. when you see divergence, its time for correction!...(Sorry, cant recall where did I read that)

It seemed like Dow has been heading higher compared to other indices, which seemed like divergence.. untill you see this perspective - with this Barry Ritholtz's article and davidli's comment, seems like there is no real divergence and bull market signs are intact!]]> Sun, 29 Apr 2007 23:28:28 -0400
I read somewhere else that if multiple leading indices rise together, thats the strongest bull market.. when you see divergence, its time for correction!...(Sorry, cant recall where did I read that)

It seemed like Dow has been heading higher compared to other indices, which seemed like divergence.. untill you see this perspective - with this Barry Ritholtz's article and davidli's comment, seems like there is no real divergence and bull market signs are intact!]]> http://seekingalpha.com/article/33786-comcast-and-cable-stocks-pressured-by-apple?source=feed#comment-85188 85188
Comcast had a pretty good growth in last two years thanks to its well foresighted investment in the infrastructure.. its infrastructure advantage is now being challenged - its just the begining of next war for telephony and entertainment pipe at home.. VZ has head start in FIOS and AT&T is coming up right after to get the phone & TV customers..]]> Sat, 28 Apr 2007 19:28:04 -0400
Comcast had a pretty good growth in last two years thanks to its well foresighted investment in the infrastructure.. its infrastructure advantage is now being challenged - its just the begining of next war for telephony and entertainment pipe at home.. VZ has head start in FIOS and AT&T is coming up right after to get the phone & TV customers..]]> http://seekingalpha.com/article/31393-digital-music-vs-record-companies-battle-of-the-bands?source=feed#comment-83823 83823
agree with everything you said... in fact you said it very well.. except your plea to Steve Jobs.. Do you really think Steve Jobs cares any less for control?]]> Mon, 09 Apr 2007 16:06:39 -0400
agree with everything you said... in fact you said it very well.. except your plea to Steve Jobs.. Do you really think Steve Jobs cares any less for control?]]> http://seekingalpha.com/article/31631-rackable-systems-tough-to-be-a-midget-in-the-land-of-giants?source=feed#comment-83755 83755 Fri, 06 Apr 2007 13:52:43 -0400 http://seekingalpha.com/article/30829-the-chip-glut-is-beyond-semi-serious?source=feed#comment-83662 83662
Here is a very different view

www.smartmoney.com/Tec...;pgnum=1

any comment?]]> Wed, 04 Apr 2007 17:39:41 -0400
Here is a very different view

www.smartmoney.com/Tec...;pgnum=1

any comment?]]> http://seekingalpha.com/article/27139-napster-the-music-is-sounding-better-and-better?source=feed#comment-83493 83493 Fri, 30 Mar 2007 13:21:59 -0400 http://seekingalpha.com/article/30791-intel-may-win-its-war-with-amd-long-term-road-map-looks-promising?source=feed#comment-83424 83424 February 2006 AMD hit $40 and it seemed like Intel would have tough time for long..

on the face of it, the situation has reversed quickly..

not quite in reality though - Anyway you look at, the damage is done to Intel.. AMD is no longer just a "wannabe", its acknowledged competitor and will keep Intel on its toes for a long time, if not actually strike back in a big way! benefit, lower PC prices to us hopefully.

when it comes to investment, I would keep away from both of these because price war isnt good for any investment!]]> Thu, 29 Mar 2007 21:05:15 -0400 February 2006 AMD hit $40 and it seemed like Intel would have tough time for long..

on the face of it, the situation has reversed quickly..

not quite in reality though - Anyway you look at, the damage is done to Intel.. AMD is no longer just a "wannabe", its acknowledged competitor and will keep Intel on its toes for a long time, if not actually strike back in a big way! benefit, lower PC prices to us hopefully.

when it comes to investment, I would keep away from both of these because price war isnt good for any investment!]]> http://seekingalpha.com/article/30829-the-chip-glut-is-beyond-semi-serious?source=feed#comment-83422 83422
I quickly checked another piece of data. Though a bit North America centric, PCB book-to-bill ratio does provide leading indication of chip sector and this one sint looking good either!
www.ipc.org/ContentPag...

I wonder how bad does current chip b-b ratio looks like!]]> Thu, 29 Mar 2007 20:53:09 -0400
I quickly checked another piece of data. Though a bit North America centric, PCB book-to-bill ratio does provide leading indication of chip sector and this one sint looking good either!
www.ipc.org/ContentPag...

I wonder how bad does current chip b-b ratio looks like!]]> http://seekingalpha.com/article/28511-dbv-out-too-early-but-no-regrets?source=feed#comment-82071 82071
I thought DBV was more like a balanced currency trade. Do you mean that DBV has disproportionately high exposure to yen carry trade?

Where can I find details on DBV's holdings?

Thanks for your help.
five_whys]]> Mon, 05 Mar 2007 09:38:02 -0500
I thought DBV was more like a balanced currency trade. Do you mean that DBV has disproportionately high exposure to yen carry trade?

Where can I find details on DBV's holdings?

Thanks for your help.
five_whys]]> http://seekingalpha.com/article/28437-google-leads-internet-video-market-smaller-sites-have-remarkable-showing?source=feed#comment-82050 82050
StupidVideo is full of advertisements.. to alpha24seven's comment - I cant believe it doesn't make money.
I am not sure how these guys make sure only "stupid" videos stay on their site but if you remember, Americas' Funniest Home Videos is a popular TV show.. so this has potential.]]> Sun, 04 Mar 2007 18:02:05 -0500
StupidVideo is full of advertisements.. to alpha24seven's comment - I cant believe it doesn't make money.
I am not sure how these guys make sure only "stupid" videos stay on their site but if you remember, Americas' Funniest Home Videos is a popular TV show.. so this has potential.]]> http://seekingalpha.com/article/28535-youtube-and-bbc-sign-three-channel-deal?source=feed#comment-82049 82049
any idea on how YouTube is expected to result in real $$ for Google? what size and over what period?]]> Sun, 04 Mar 2007 17:50:47 -0500
any idea on how YouTube is expected to result in real $$ for Google? what size and over what period?]]>