Seeking Alpha


Send Message
View as an RSS Feed
View Rrshum's Comments BY TICKER:
Latest  |  Highest rated
  • More Pain Ahead For Target Investors [View article]
    kevinconway... I also live in Canada and find your posts to mostly reflect my own views of Canadian operations. Truthfully I find your posts to be well thought out and unbiased. You generally provide information that I find useful. I find it absurd that acdealer called you a "hater" and that other people are criticizing you for the information you are providing. Its weird how attached people get to their investments, that they can't take emotion out of their observations. I agree 100% about risk management.
    Jun 22 05:01 AM | Likes Like |Link to Comment
  • Apple Can't Replace Steve Jobs - But It Must Try [View article]
    I agree with you. Musk may possibly be better than Steve Jobs
    Mar 13 03:25 AM | Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    The problem with aapl is that it's afraid to make a move. It gets scrutinized to the tiniest detail by the media and is scared to make a mistake. Apple thinks very hard about trying to make things absolutely perfect before releasing new products. Although this sounds good, it's really not. As a result they are not quick enough to market or nimble enough to be seen as innovative by the public (I'm not saying they aren't innovative, but only the nerds a bulls know they are). They're haunted by Steve jobs criticism of larger screened phones and smaller screened tablets. He was wrong about small screened tablets and he's wrong about larger phones too. They should have released a bigger phone 1.5 years ago. If aapl keeps on this trajectory the cool factor is gonna wear off soon. Tim Cook made investors think he was gonna release a new product category by fall of this year by the way he was talking at previous conference calls. For some reson that never happened and he pretended like he never said that. He was careful with his word selection, but he clearly tried to convey that he had new products coming to market this year. He's a bit of a let down. The day where consumers stop gushing over a gold iphone is coming soon.... unless apple can do something more functionally useful or cool and edgy.

    The argument of valuation based on PE minus cash means absolutely nothing, it's all about the trajectory of the earnings. I used to think aapl was cheap, but the truth is that EPS went down in 2013 despite share buy backs. Tim cook has let investors down with his empty rhetoric. So I guess the bears were right the past 2 years. Hopefully this china mobile deal will be accretive to earnings. But if china mobile and Carl Icahn is all we've got then I'm worried about the future.
    Jan 3 07:29 PM | 3 Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    I agree. Those who can't afford health care should die. I'm glad I live in canada.
    Sep 20 05:34 AM | 5 Likes Like |Link to Comment
  • Prospect Capital Corporation: A 12.38% Dividend With The Earnings To Cover The Expenses [View article]
    Dividend was cut over 25% when they switched from quarterly to monthly. 41 cents to 30 cents on a quarterly basis. Only 3 months per quarter. That is a significant dividend cut in my opinion.The point he made was a good one, no need to be condescending.
    Jun 12 01:38 PM | 1 Like Like |Link to Comment
  • The Cost Of Product Cannibalization Dooms Apple's Growth [View article]
    I wonder if the growth numbers in the chart could be misleading because the "growth" of the smartphone market could be more of a maturing of the mobile phone market as a whole. The loss of market share may only be a perceived loss, because we aren't comparing total mobile phone sales, just smartphones.... When all phones are quickly becoming smartphones.. I wouldn't be surprised if someone upgrading from a 0 dollar budget feature phone that they purchased in 2009, also bought a budget 0 dollar android smartphone in 2012. From a consumer's perspective they are categorically the same product. The difference is we now count that sale against apple when it wasnt before, but nothing really changed. i'm not sure if it is a shift in consumer preference from apple to android, but rather a consequence of the smartphone becoming more of the norm these days.
    Feb 17 08:52 AM | 1 Like Like |Link to Comment