I also would like to add that for Microsoft, the focus is on Windows 8, not RT. RT doesn't exist to compete with anything. INTC needs to find a way to load Win 8 onto all mobile/convertible devices if Microsoft and Intel want to keep up in the realm. We don't know how well this can be executed.
Intel's Earnings Could Double At Full Capacity [View article]
You make valid arguments but, I am long INTC and far from a "fanboi". I would take your comment seriously until you used that word, with that spelling.
Who do you anticipate filling in the market share of INTC, if not INTC? Is computing growth slowing? Are microprocessors going by the wayside? I have tried very hard to find why it is a bad idea to be long INTC w/ ~4% dividend and quite frankly, there is none.
Amazon.com (AMZN): Q1 EPS of $0.18 beats by $0.09. Revenue of $16.07B (+22% Y/Y) misses by $90M. Expects Q2 revenue of $14.5B-$16.2B vs. $15.9B consensus. Expects Q2 operating income of -$340M to +$10M; EPS consensus is at $0.22. Shares +1.4% AH. CC at 5PM ET (webcast). (PR) [View news story]
If my wife expected chocolates and flowers on Valentine's day, and I show up with a diamond necklace, the positive reaction only lasts a day. Why should stocks be any different?
The Apple-Microsoft Comparison Is Valid [View article]
This article is horrid. Comparing P/Es to two companies that hardly exist in the same industry. Microsoft competes with Apple only because it chooses to. Technical comparisons prove there is a "comparison" at all? What is this?
If you can't equalize two companies in less than two sentences, then there is no comparison.
Intel makes microprocessors, better than AMD does. Comparison valid.
Apple makes consumer products. Microsoft enables software and hardware technology...has dominated the enterprise market for 25+ years. Comparison?
Tesla Motors: Long Now, Short Later [View article]
Something about middle-class...stretching to afford....brand new unproven consumer product...something just doesn't feel right about those statements in the same sentence. Good luck to those shoppers.
Johnson & Johnson: 3 Things You Need To Know Before Buying At Current Levels [View article]
I think the perspective that he is trying to show is that timing is impossible, therefore it is not always a clear-cut question of JNJ or cash.
If I say, I feel JNJ is overvalued, I would be guessing that moving forward cash (or alternative investment) will yield higher than JNJ. Hypothetically speaking, if JNJ still fits the investment hypothesis but technical (or other non-fundamental) analysis shows a high percentage chance of low or negative returns (in the short term), I am not going to sell my stock "just because I might be right".
The "buy-and-hold" perspective begins with an investor who chooses to spend most of their time not mentally invested in the stock market. It also usually includes a time horizon that is "long-term", or quite possibly "infinite". Yearly re-balancing will actually require that you live in a gray area where it is not a matter of "cash or JNJ". There is an in-between.
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
I think NFLX is a great company and product but the author brings up a very good point. I've had Netflix for almost 10 years now and I only recently started falling asleep to it every night over my TV. So there's at least 1+ hour per night on the total count that is viewed during my sleep. With cord cutting happening at a faster rate, I presume that I am not the only human who is using Netflix as the nightlight.
I hate to talk down to anti-IBM debaters but, sometimes I cannot resist. Buybacks did not drive this company to where it is at now. You know what did? Many things, including the technical financial management proffered in this article as well as an enormous amount of progress not mentioned in this article.
Here's a hint as to why IBM has performed so well and will continue to do so, which in case you didn't read the above article, is mentioned: R&D. That stands for, research and development. Also referred to as, innovation, or if we use the word's of the author: tomorrow's technology.
I would wish you luck shorting IBM back to the sub-$100 level but, you'd just be living in a fantasy world.
Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
I think we're all waiting for evidence that it should be in that range.
Nvidia Valiantly Takes On Intel [View article]
Intel's Earnings Could Double At Full Capacity [View article]
Who do you anticipate filling in the market share of INTC, if not INTC? Is computing growth slowing? Are microprocessors going by the wayside? I have tried very hard to find why it is a bad idea to be long INTC w/ ~4% dividend and quite frankly, there is none.
Changing The Conversation [View article]
Dividend Growth - A Very Useful Distraction? [View article]
Amazon.com (AMZN): Q1 EPS of $0.18 beats by $0.09. Revenue of $16.07B (+22% Y/Y) misses by $90M. Expects Q2 revenue of $14.5B-$16.2B vs. $15.9B consensus. Expects Q2 operating income of -$340M to +$10M; EPS consensus is at $0.22. Shares +1.4% AH. CC at 5PM ET (webcast). (PR) [View news story]
The Apple-Microsoft Comparison Is Valid [View article]
I was blown away when I realized the article was almost over. I thought I missed a few paragraphs.
The Apple-Microsoft Comparison Is Valid [View article]
If you can't equalize two companies in less than two sentences, then there is no comparison.
Intel makes microprocessors, better than AMD does. Comparison valid.
Apple makes consumer products. Microsoft enables software and hardware technology...has dominated the enterprise market for 25+ years. Comparison?
Long MSFT. And INTC.
Tesla Motors: Long Now, Short Later [View article]
Johnson & Johnson: 3 Things You Need To Know Before Buying At Current Levels [View article]
If I say, I feel JNJ is overvalued, I would be guessing that moving forward cash (or alternative investment) will yield higher than JNJ. Hypothetically speaking, if JNJ still fits the investment hypothesis but technical (or other non-fundamental) analysis shows a high percentage chance of low or negative returns (in the short term), I am not going to sell my stock "just because I might be right".
The "buy-and-hold" perspective begins with an investor who chooses to spend most of their time not mentally invested in the stock market. It also usually includes a time horizon that is "long-term", or quite possibly "infinite". Yearly re-balancing will actually require that you live in a gray area where it is not a matter of "cash or JNJ". There is an in-between.
Netflix: Why 4 Billion Hours Is Not An Investment Thesis [View article]
Sirius XM: 390 Million Shorts Should Join The Long Side [View article]
Why IBM Is A Standout Buy [View article]
Here's a hint as to why IBM has performed so well and will continue to do so, which in case you didn't read the above article, is mentioned: R&D. That stands for, research and development. Also referred to as, innovation, or if we use the word's of the author: tomorrow's technology.
I would wish you luck shorting IBM back to the sub-$100 level but, you'd just be living in a fantasy world.
Long IBM Buffett-style, forever.
A Very Good Business At A Below Average Price Makes Intel A Strong Long-Term Buy [View article]
Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]