Seeking Alpha


Send Message
View as an RSS Feed
View ubeenfranked's Comments BY TICKER:
Latest  |  Highest rated
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    If they could spin out the hearthstone game it would unlock billions of value. That is a one year old game with 25 mil players, fan and tourney ecosystem #1 or 2 on twitch usually, and probably half a billion in revenue run rate, growing fast.
    Dec 23, 2014. 07:47 AM | 1 Like Like |Link to Comment
  • Zacks' Bull Of The Day: Apple [View article]
    Surprising how ppl will look for any reason to get skittish. I see that as positive. Buy back has been great.
    Dec 23, 2014. 07:36 AM | 5 Likes Like |Link to Comment
  • After The Apple Watch Should We Anticipate An Apple TV? [View article]
    Well said! Could not agree more, you echo my sentiments after reading another comment from Blair out of touch with reality.
    Dec 21, 2014. 12:07 AM | Likes Like |Link to Comment
  • Google Is Undervalued And Unloved And Positioned For Success In The Future: Part 1 [View article]
    Why does it seem like browsers and particularly iPhone could change the default search engine from google to bing? Plz comment, isn't this one of the biggest headwinds? Is this not a reasonable outcome?
    Dec 20, 2014. 11:34 PM | 1 Like Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    Warren Buffett had a great saying that there were always many reasons to not buy Coke (KO) over the past decades. Yet investing is all about weighing the risks and reward, the odds, and looking past all those BS reasons you listed which could be used by CNBC to explain why a stock went down. In reality it is because of supply and demand, willingness to pay at different prices. In the long run, which is the time scale investors should focus on, the odds are heavily in your favor investing in a stock like Apple at prices like these. To say anything otherwise is to ignore the weighing machine the market is over the long term. Sure, you could speculate and gamble on the off chance you may ever see shares lower than 100 ever again. But to dance in and out is to forgo the sure thing you've got sitting right in front of you with a ribbon on top. Buy Apple.
    Dec 18, 2014. 08:13 PM | 2 Likes Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    Brilliant, that's an incredible theory. Sounds like a great idea.
    Dec 18, 2014. 08:00 PM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    MB- truth is the high end android phones are no cheaper than the new iPhones. They may be discounted because they are older but wait for the new flagship phones to be launched, will be pricey.
    Dec 16, 2014. 10:47 PM | 1 Like Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    Hey my fellow Apple maniac. Why weren't you already as long as possible before 110? Did you fall into more cash? Good luck : )
    Dec 13, 2014. 08:23 PM | Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    Actually it is run by "the family" - it is a chaebol.
    Dec 13, 2014. 08:18 PM | 2 Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    Mr. Manness, fantastic analysis here and great pitch for the AAPL to come in above expectations. Just want to push your bullish mix assumptions further because they seem still conservative to me. The value proposition of the new 6's is huge with Apple pay, and greater storage capacity, which I think you underestimate the percentage opting for 64g. Personally I think folks only buy 16gb when they are dipping a toe into the ecosystem, but more loyal return customers understand one of the greatest pain points is not having sufficient space for photos and videos when you need it. Apps can be deleted and reinstalled, movies and music redownloaded from the cloud, but the camera roll is a precious commodity. I would be shocked if 16 gb sales of iPhone 6 came in above 25% of mix, or if 6+ 16gb came in above 20%.
    What we are observing from Apple is a brilliant price segmentation/discrimin... strategy.
    Dec 13, 2014. 08:09 PM | 7 Likes Like |Link to Comment
  • I'm Increasing Apple To 30% Of My 2015 Portfolio [View article]
    Agree with the outsized weighting.
    Dec 10, 2014. 07:01 PM | 1 Like Like |Link to Comment
  • The Apple Watch And Its $11 Billion Impact On Earnings In One Year [View article]
    Great point on 2), more affordable than lux timepieces but shares a similar job to be done.
    Dec 10, 2014. 12:15 AM | Likes Like |Link to Comment
  • Apple: Solid Fundamentals At A Reasonable Price [View article]
    Bjn always enjoy your posts. Wish I had invested as much as you brother.
    Dec 9, 2014. 11:49 PM | 1 Like Like |Link to Comment
  • Apple: Solid Fundamentals At A Reasonable Price [View article]
    If it were rarely indicative, it wouldn't be a very useful tool at all, would it?
    Dec 9, 2014. 11:49 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    But it's been a fun and satisfying ride up over the years!
    Dec 5, 2014. 02:52 PM | Likes Like |Link to Comment