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paulsuzuki

paulsuzuki
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  • Why iWatch Can Outshine iPhone, But Will Not Become Apple's Flagship [View article]
    Certainly, there are people who want the iWatch as a stand alone device before they switch to other Apple products. Apple is not unaware of this.
    Jun 8 02:27 PM | 2 Likes Like |Link to Comment
  • Bank Of America: Go Home Mr. Market, You're Drunk [View article]
    There is only one Tesla but at least half a dozen global banks like BAC. Good luck.
    Apr 12 09:16 PM | 1 Like Like |Link to Comment
  • Bank Of America: Go Home Mr. Market, You're Drunk [View article]
    Now JPM starts the onslaught on banks. it is just too early to get into them at their current share price. All of them are overvalued. Wait six months after they are down 10 to 15% and get back in at that time.
    Apr 11 07:43 AM | Likes Like |Link to Comment
  • Is A Downside In Store For 3D Systems? Quite Probably [View article]
    The surge is due to the increasing recognized prospect that 3D Printing and in fact DDD is an investment for the future. Ask vjet, HP, IBM, GE, and many many recent developments.
    Nov 19 11:58 AM | 3 Likes Like |Link to Comment
  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]
    Very interesting article - perhaps the author can comment on the follow-up events in the past three major transitions from a business point of view and apply the lessons, if applicable, to Apple as the likelihood of success or failure for this Apple strategy.
    Oct 2 05:16 PM | Likes Like |Link to Comment
  • Has Apple Finally Found New Engines For Super Growth? [View article]

    This article is way too optimistic. The China market is extremely difficult for Apple even with a lower priced phone (than the announced one). If you do an analysis based on customers' income in the US and their phone purchase pattern and a similar analysis on the customer profile and choice of phone in China, you'll immediately come to the conclusion that you have over estimated the revenue from China Mobile by at least a factor of 5. Nonetheless, the general argument for a slow growth value company is valid and the advice to sell when the time comes is valuable. Good article.
    Sep 12 06:04 AM | 2 Likes Like |Link to Comment
  • Citigroup Could Triple In The Next 5 Years [View article]
    Eventually perhaps it may a three bagger but not because of the P/B ratio. Banks will not return to it historical P/B value for at least another decade or longer, if ever. The evaluation model has changed. When one factors in the dividend that Citi has to initiate next year, share buyback will not be large enough to effectively impact on the share price. Triple in a decade would be an optimistic prediction. But to all Citi holders, best to you all.
    Aug 26 10:11 PM | 1 Like Like |Link to Comment
  • Financials add to the regular session's big gains as Meredeth Whitney gets bullish on the sector, particularly Bank of America, Citigroup, and Discover. The catalyst for the group will be the March release of the Fed's stress tests showing them adequately capitalized, paving the way for more share repurchases and dividend bumps. BAC +2.1%, C +0.5%, DFS +2.3%, XLF +0.4% AH. [View news story]
    She knows about banks a lot better than municipal bonds.
    Dec 18 02:46 AM | Likes Like |Link to Comment
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