Citing Tomi Ahonen as an authority on anything other than rhetorical fallacies or poor critical thinking skills is pretty much a red flag that the author is no intellectual heavyweight himself.
Not sure what exactly Joachim Kempin's done during the past decade to merit all the press he gets these days, either, but full credit to somebody for doing a masterful job of book promotion. (Although the title of said book makes me giggle every time yet another article reminds me just how pretentious it is.... In order to "break your silence," wouldn't someone, somewhere, have had to previously wonder what you might have to say? Then again, I suppose "Who? Joachim Kempin Tells Some Stories Nobody Asked Him About" wouldn't have quite the same ring to it.)
LinkedIn (LNKD): Q1 EPS of $0.45 beats by $0.14. Revenue of $324.7M (+72% Y/Y) beats by $7.6M. Expects Q2 revenue of $342M-$347M, below $359.2M consensus. Expects 2013 revenue of $1.43B-$1.46B, below $1.49B consensus. Shares -11.4% AH. CC at 5PM ET (webcast). (PR) [View news story]
Less-than-stellar guidance coming just as the share price crosses a large, round number threshold can be a nasty combo. Think Apple at $700.
Of course, in the case of LNKD, a more reasonable question might be: What the hell was it doing above $200 in the first place?
When a stock has a P/E over 1,000, I don't think you're allowed to act too surprised if it suddenly goes down....
Power-One's (PWER +56.8%) deal with ABB includes a "no shop" agreement and $20M breakup fee, and is supported by P-E firm Silver Lake (Power-One's biggest shareholder), says Stifel, which doubts a higher bid will arrive. Stifel notes Power-One's power supplies and solar inverters complement ABB's power control/quality offerings, and argues "the traditional inverter industry is facing a shakeout," as price/margin pressure, competition, and technology changes take their toll. Inverter vendor Enphase Energy (ENPH +4.7%) is up in sympathy. [View news story]
The offer was just announced Sunday night, so no one's voted yet. Then again, given how quickly the share price snapped to within just a few cents of the offer number, the market clearly believes this is a done deal, and there doesn't appear to be much reason to think otherwise. (Especially considering that well over half of the outstanding shares already changed hands at that price on Monday -- wouldn't guess that too many of the buyers were buying them in order to vote against the acquisition....)
Power-One's (PWER +56.8%) deal with ABB includes a "no shop" agreement and $20M breakup fee, and is supported by P-E firm Silver Lake (Power-One's biggest shareholder), says Stifel, which doubts a higher bid will arrive. Stifel notes Power-One's power supplies and solar inverters complement ABB's power control/quality offerings, and argues "the traditional inverter industry is facing a shakeout," as price/margin pressure, competition, and technology changes take their toll. Inverter vendor Enphase Energy (ENPH +4.7%) is up in sympathy. [View news story]
Left my last couple pennies to the arbitragers and exited PWER today for a 50%+ profit in three months. Won't ever complain when that happens...
The Bottom Is In For Gold And Mining Stocks [View article]
When I got online yesterday and saw that the "gold is dead" meme had finally hopped the moat from the financial media into the mainstream media, I was planning to treat that as a buy signal as well. Then I checked my portfolio and found that EVERY formerly-lowball standing limit order that I had placed for any mining/metals stock of any kind during the past 60 days had gotten tripped within the space of about an hour and a half...so as it turned out, no further action needed. Thanks, market, for making that so easy.
Panic selling is a beautiful thing, if you're buying.... :)
Three Reasons Why You Can Beat The Professional Investors [View article]
I agree. Nonetheless, "Why bother?" should be treated as a legitimate question, not just a rhetorical one. In fact, it should be thought about quite seriously by anyone who's doing what you and I are doing. Statistically speaking, most of us DO fail to outperform the indexes over the long haul, so it's definitely worth asking, "Why do I believe I'm going to be one of the exceptions?"
Three Reasons Why You Can Beat The Professional Investors [View article]
"If that were true, it would not be possible to achieve above market returns consistently and one might as well invest in a S&P index or similar fund and forget trying to pick (or pay for someone else to pick) individual positions."
There have been any number of convincing demonstrations that this is indeed the case, on average.
Of course, everyone believes they're above average. Including me. :)
Three Reasons Why You Can Beat The Professional Investors [View article]
David, just to make your AAPL story that much more depressing in hindsight, it's also gone through two 2:1 splits since those days. So make that a 240x return, actually...which, yes, would have been every bit as "easy" to make. ;)
"Try making money in the future instead of in the past, that's a LOT harder." Well said.
Short Interest For Nokia Is At An All-Time High [View article]
Fools are guided by mindless mantras rather than the facts before them.
If you had no thesis guiding your original purchase of a stock beyond "Huh, maybe the price will go up from here," then yes, it would probably be unwise for you to double down on that already-dumb decision if the price goes down instead. (Nevertheless, it was the decision to make a purchase on those grounds in the first place that was dumb, no matter how astute your strategy for handling the subsequent fallout might be.)
Conversely, if you bought shares on the basis of a long-term value proposition, and that value proposition HAS NOT CHANGED, then you'd be stupid NOT to buy more shares if the market offers you a significantly better price than the one you already thought was a good deal in the first place.
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
I guess the fatal conceptual flaw in the Turing Test is that so many humans wouldn't pass it either.
Dano, you've shared so many great links with me throughout this discussion, it seems only fair to share one back with you before I go. So, here's a picture of a cute bunny wearing fairy wings:
When I look at his magic dandelion wand, it makes me think of Apple and all the magical products they have yet to reveal. I hope it helps you feel better, too. :)
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
Dano, would it help you to stop hyperventilating if I just said flatly that ALL modern touchscreen phones and tablets are based on the general design and user-interaction principles that Apple came up with, and introduced to the public in the original iPhone? Because they are. Apple thought of that and figured out how to make it work in a viable product. They were first. Everyone else based their subsequent products on the model that Apple had pioneered. Okay? All better?
Having said that, I'm failing to see where either of your links show that Samsung stole the idea of making a smaller tablet from Apple. I do see that Apple was working on prototypes of the iPad/iPhone concept as early as 2002. Great, but what did that have to do with the question at hand, again?
P.S. Writing "Samdung," "Crapple," or any similar nickname every single time you refer to a company, and thinking that doing so makes you clever, is generally a solid indication that you're not very clever. In fact, this is kind of a flag waved by idiots to alert all the non-idiots in the vicinity that they're idiots, so that we know to treat you gently and not expect too much from you. I'm breaking protocol a tiny bit by cluing you in on this, but I thought you might find it helpful to know.
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
So you're saying that Apple's latest innovation is to not release or publicly announce their innovative products until a year AFTER all the copycat products shamelessly derived from those innovations have already hit the market?
That IS innovative.
Or you're profoundly delusional. One of those two for sure.
Aboard The S.S. Ballmer [View article]
Not sure what exactly Joachim Kempin's done during the past decade to merit all the press he gets these days, either, but full credit to somebody for doing a masterful job of book promotion. (Although the title of said book makes me giggle every time yet another article reminds me just how pretentious it is.... In order to "break your silence," wouldn't someone, somewhere, have had to previously wonder what you might have to say? Then again, I suppose "Who? Joachim Kempin Tells Some Stories Nobody Asked Him About" wouldn't have quite the same ring to it.)
LinkedIn (LNKD): Q1 EPS of $0.45 beats by $0.14. Revenue of $324.7M (+72% Y/Y) beats by $7.6M. Expects Q2 revenue of $342M-$347M, below $359.2M consensus. Expects 2013 revenue of $1.43B-$1.46B, below $1.49B consensus. Shares -11.4% AH. CC at 5PM ET (webcast). (PR) [View news story]
Of course, in the case of LNKD, a more reasonable question might be: What the hell was it doing above $200 in the first place?
When a stock has a P/E over 1,000, I don't think you're allowed to act too surprised if it suddenly goes down....
Power-One's (PWER +56.8%) deal with ABB includes a "no shop" agreement and $20M breakup fee, and is supported by P-E firm Silver Lake (Power-One's biggest shareholder), says Stifel, which doubts a higher bid will arrive. Stifel notes Power-One's power supplies and solar inverters complement ABB's power control/quality offerings, and argues "the traditional inverter industry is facing a shakeout," as price/margin pressure, competition, and technology changes take their toll. Inverter vendor Enphase Energy (ENPH +4.7%) is up in sympathy. [View news story]
Power-One's (PWER +56.8%) deal with ABB includes a "no shop" agreement and $20M breakup fee, and is supported by P-E firm Silver Lake (Power-One's biggest shareholder), says Stifel, which doubts a higher bid will arrive. Stifel notes Power-One's power supplies and solar inverters complement ABB's power control/quality offerings, and argues "the traditional inverter industry is facing a shakeout," as price/margin pressure, competition, and technology changes take their toll. Inverter vendor Enphase Energy (ENPH +4.7%) is up in sympathy. [View news story]
The Bottom Is In For Gold And Mining Stocks [View article]
Panic selling is a beautiful thing, if you're buying.... :)
Three Reasons Why You Can Beat The Professional Investors [View article]
Three Reasons Why You Can Beat The Professional Investors [View article]
There have been any number of convincing demonstrations that this is indeed the case, on average.
Of course, everyone believes they're above average. Including me. :)
Three Reasons Why You Can Beat The Professional Investors [View article]
"Try making money in the future instead of in the past, that's a LOT harder." Well said.
Great first comment in all respects. Welcome.
Short Interest For Nokia Is At An All-Time High [View article]
If you had no thesis guiding your original purchase of a stock beyond "Huh, maybe the price will go up from here," then yes, it would probably be unwise for you to double down on that already-dumb decision if the price goes down instead. (Nevertheless, it was the decision to make a purchase on those grounds in the first place that was dumb, no matter how astute your strategy for handling the subsequent fallout might be.)
Conversely, if you bought shares on the basis of a long-term value proposition, and that value proposition HAS NOT CHANGED, then you'd be stupid NOT to buy more shares if the market offers you a significantly better price than the one you already thought was a good deal in the first place.
Think, sometimes. It helps.
Short Interest For Nokia Is At An All-Time High [View article]
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
Dano, you've shared so many great links with me throughout this discussion, it seems only fair to share one back with you before I go. So, here's a picture of a cute bunny wearing fairy wings:
http://bit.ly/Jt0lBq
When I look at his magic dandelion wand, it makes me think of Apple and all the magical products they have yet to reveal. I hope it helps you feel better, too. :)
Your friend,
DD
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
Having said that, I'm failing to see where either of your links show that Samsung stole the idea of making a smaller tablet from Apple. I do see that Apple was working on prototypes of the iPad/iPhone concept as early as 2002. Great, but what did that have to do with the question at hand, again?
P.S. Writing "Samdung," "Crapple," or any similar nickname every single time you refer to a company, and thinking that doing so makes you clever, is generally a solid indication that you're not very clever. In fact, this is kind of a flag waved by idiots to alert all the non-idiots in the vicinity that they're idiots, so that we know to treat you gently and not expect too much from you. I'm breaking protocol a tiny bit by cluing you in on this, but I thought you might find it helpful to know.
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
Samsung Galaxy S4: A Gift To Apple Shareholders [View article]
That IS innovative.
Or you're profoundly delusional. One of those two for sure.