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fuyh123

fuyh123
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  • Will Arena's Belviq Be The Next Anti-Obesity Drug To Make The Cover Of Time Magazine? [View article]
    Nice pump piece. My projections for first year revenues to Arena (31%) will be about 20 million. Then we can compare who guesses were closest
    May 24, 2013. 12:50 AM | Likes Like |Link to Comment
  • Why Doctors Can Prescribe Arena's Belviq For Off Label Uses Without Worrying About Legal Liability [View article]
    Why is it that the arna retail longs always "presume" that anyone that points out the great odds against belivq's sucess and the present highly speculative nature of a long position in arena is a "delusional" Vivus long? Putting up such a strawman to support a poor investment decision sounds very desperate and delusional. Fact is the average informed obesity support group member(some of which were former Lorcaserin study subjects) are not so enthusiastic about the belviq launch. And since you were the one that brought up Vivus, the buzz and feedback in obesity support groups is very positive on Q. Word of mouth and easing of REMs will be a plus for Vivus. If Vivus is struggling with a better cheaper product it would be delusional to expect belviq to be a blockbuster. And do you think that the well funded, well informed, professional shorts are taking as big of a gamble as the retail long dreamers? If B sales are not stellar I would expect to see pps south of 4 in the mid term.
    May 23, 2013. 10:50 PM | 1 Like Like |Link to Comment
  • Why Doctors Can Prescribe Arena's Belviq For Off Label Uses Without Worrying About Legal Liability [View article]
    Arna longs sound more desperate by the day. Since Belviq is too expensive, has such meager efficacy and sales will probably disappoint, now the hope is that it will become a success if Doctors start prescribing it off label. Really? is that what you think is going to save the most likely fail of B? I guess anything could happen but that slim possibility will not increase the odds against the retail long dreamers. This will not change the fact that being long arna at this point is a highly speculative gamble
    May 23, 2013. 03:41 AM | 2 Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Those are generaly low informed consumers. The large screen (just as good as iphone myth) is a lot of hype that is not producing the type of experience that was expected.
    May 20, 2013. 12:46 AM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Uninformed lazy consumers buy a lot of junk everyday. Where's the profit?
    May 20, 2013. 12:39 AM | 2 Likes Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    Great PR stunt, Trainer. Looks like you got your 15 minutes. You might get another 15 when aapl pps gets back up to the old highs.
    May 15, 2013. 08:49 PM | Likes Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    A lot of creative smoke and mirrors. Didn't you "understand" the "numbers" back when you were pumping the stock at much higher levels? Have you applied this type of subjective, irrational analysis of other companies in a truly comparative way, if it is even possible?
    May 15, 2013. 08:48 PM | Likes Like |Link to Comment
  • Belviq's Sales Will Disappoint: Demographics Matter [View article]
    Long is wrong
    May 13, 2013. 12:06 AM | Likes Like |Link to Comment
  • Apple (AAPL -0.8%) roundup: 1) Gene Munster fires up his spreadsheet and concludes the odds of Apple's gross margin (37.5% in FQ2) falling below 30% are close to nil. He thinks GM would still be 32% even if a cheaper iPhone cannibalized 50% of regular iPhone sales and had only a 15% GM, and a TV with a 10% GM arrived. 2) The USPTO has rejected more Apple patent claims (previous). This time, they involve a patent for showing translucent images. Apple will almost certainly appeal. 3) A Strategy Analytics survey found 4.5" was the most preferred smartphone display size in 2H12. Moreover, a majority of respondents "indicated that they preferred prototypes that have a larger screen than their current phone." [View news story]
    Sub $300? such a kidder.
    May 11, 2013. 09:14 PM | Likes Like |Link to Comment
  • Arena To Offer Quarterly Results - What Investors Need To Hear [View article]
    All hyperbola, conjecture, wishful thinking and blame are mostly meaningless at this point. The only thing that matters is Belviq must prove itself in the market place with consistent sales and growth over time, period. Until this process begins to better reveal itself, a long position in arna is highly speculative and a risky gamble. Greed in the highly volatile bio-tech environment can be extremely unprofitable.
    Apr 30, 2013. 02:36 AM | Likes Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Really? What is so fallacious about the facts. Windows was always been critized for all it many flaws and sloppyness since the begining. It was shoved down the throats of the unknowning consumer by Billy the Pirate Gates. The new windows 8 commercials are embarressing.
    Apr 28, 2013. 08:31 PM | Likes Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    As usual, you are wrong Ashraf. While some uninformed non tech savey long time windows user who are use to windows may not even know they don't like it because they have not experienced other OSs. and not everybody loves all aapl products, the wide spread loyalty to Apple is based on a superior experience. Aapl is in a very strong position to continue to deliver the high caliber of customer experience that it is known for and at this point there is no tangible reason other then rumor, inuendo, and bashing to believe that they cannot continue to adapt and deliver.
    Apr 28, 2013. 02:44 PM | 1 Like Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Dave, is it your opinion that aapl product decisons are based soley on some sort of elitest arogance? You said" Today it's not up to the customers to fit to the Apple products, but it's up to Apple to fit to the demand of their customers. A large part of people (and personally I'm not among them) prefer big smartphone screens." Do you not know how much they spend to survey the market in order to determine what the majority of the consumers want and are williing to pay a premium for, and what products will be the most profitable? ( Why do you think they make 70% of the smart phone profits without selling the phones.) Maybe you think you can run the company better but I think your analysis is sorely lacking.
    Apr 28, 2013. 02:44 PM | Likes Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    Even better, if Mr. Rosenman, with his paragraph of disclaimers has such a dour view of aapls future he should be taking a large short position. How about it Mr. Rosenman are you ready to short aapl now? Are you ready to put some skin in the game to show us that you are truely confident in your analysis?
    Apr 26, 2013. 04:03 AM | Likes Like |Link to Comment
  • New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous[View news story]
    Hey, I'm stupid and even I can tell cramer is an annoying clown, often has obvious agendas with his pumps or bashs and is more right then wrong, a real contraindicator. He was pumping aapl for months, from the 500s all the up to the high and warning not to trade it but that it was a must long term hold and now that the pps is over 40% from where he was pumping it he continues to bash it while trying to temper his bashing and establish his credibility by always saying he has aapl in his charitable trust, probably has 100 shares. He is the clown prince of everything that is wrong with WS & CNBC. I cringe when he opens his mouth but for some reason I am compelled to listen. Kinda of like watching a freak show.
    Apr 25, 2013. 07:50 AM | 1 Like Like |Link to Comment
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