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  • Apple Market Share: Slip, Slipping Away [View article]
    Warren Buffett made billions for himself and his investors by focusing on "boring" companies that make "boring" products. My iDevices help me accomplish tasks faster than anything else on the market, and learn a lot more than I ever did. Boring or not, they are damn useful! That's what counts. A company can drop its pants and give everyone in the world a free exciting phone and claim the market share crown, but I would not invest a dime of my money in that company.
    Jun 23, 2014. 01:48 PM | 1 Like Like |Link to Comment
  • There Is Still Time To Short Apple [View article]
    There is nothing worse than possessing a half truth and treating it as the whole truth in investing. Let's just wait and see how the market plays out. If we don't learn anything else from the Wolf of Wall Street, we should know this: Nobody knows if stocks gonna go up, down, backward or in circles tomorrow.
    Jan 29, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • The Bear Case And The Bull Case For Apple: Which Is More Convincing? [View article]
    "can't innovate anymore my a$$" said Phil Schiller. Well, jokes aside, I cannot help but notice a lot of the analysts who cry end of innovation at Apple could not grasp how innovative Apple's iPhone and iPad were when they were first introduced. Unfortunately, there is not fortune teller in this world. We all have to make up our own mind and let the facts play out.
    Jul 16, 2013. 11:57 PM | Likes Like |Link to Comment
  • Rising Rates Squeeze Home Builders And Buyers [View article]
    Very good analysis. I would raise a few points here for consideration:

    1. When talking about buying, one has to consider the alternative. People do need a place to live, if not buying, one has to rent. We don't talk about only P, not E when buying a stock. The squeeze by higher interest rate is certainly real. But how does it compare to rents? In my area, rent went up 20% in past year. $1900 will get you a very humble one-bedroom apartment. So higher rent is also driving home buying.

    2. Look back in history, rates vary from time to time, yes it's historical low right now, but did people stop buying homes in the past? I remember a few years ago, at 5.25%, I felt it was a big bargain. It certainly did not stop me from buying a home.

    3. What does a regular home buyer look at when buying a house? Price, mortgage rate and monthly payment. Next I'll compare that to my rent. I would not sweat because now the mortgage will cost 100K more over 30 years, because my alternative is to pay my landlord: 1900x12x30= $684,000. That's assuming the rent will never go up in the next 30 years. I would not bet on it because it went up 20% in the past year alone.
    Jul 12, 2013. 12:45 AM | 2 Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    "If Apple cannot adapt to that reality quickly by offering the competitive market, cheaper devices and fix the compatibility issue of its product lines, it appears that the company will lose its substantial market share once again."

    This reminds me of the time when Michael Dell in his glory days of selling cheap PCs said that he would shutdown Apple and return money to shareholders (There is some irony in this story itself). It turns out to be some of the best time to buy Apple shares.
    May 29, 2013. 12:13 PM | 1 Like Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    Couldn't agree more. If apply the same theory as the arthor here to Apple in 2003, it should have been bankrupt long ago. It's very dangerous in investing to take the rear view mirror out of context and extrapolate. For an industry changing so fast, it takes forward vision to be successful.
    Apr 25, 2013. 02:41 PM | 1 Like Like |Link to Comment
  • Warren Buffett Violates His 'Ham Sandwich' Principle With Goldman Deal [View article]
    Here is the thing. He already made a lot of money on the GS preferred. Now he's getting these shares without putting in any money. He's betting the future of investment banking, for free.
    Mar 26, 2013. 08:17 PM | 1 Like Like |Link to Comment
  • Problems with new casing colors have pushed back the iPhone 5S (AAPL -2.2%) launch to calendar Q3 from June, writes Peter Misek in his gloomy note. Misek also expects a cheaper, plastic-bodied iPhone that's otherwise similar to the iPhone 5 (Apple's design philosophy makes this questionable), and believes Sharp's light/low-power IGZO displays will be used in the 5th-gen iPad (more believable). He now predicts an iTV won't arrive this year due to challenges in making "a display that looks like 4K/Ultra HD but without the super-premium cost" - BI observes Misek's iTV forecasts haven't been too accurate[View news story]
    These analysts are voters, participating in short-term gyration of the market. Each hopes to get his vote correct. That's a futile game because very few can profit from this game in a consistent manner. John Paulson got subprime call right, yet suffered multi-years afterwards. Because in long run, the market is a weighting machine, and we all know what Apple is: the 800-lb gorilla.
    Mar 13, 2013. 12:24 AM | Likes Like |Link to Comment
  • Berkshire Hathaway Is A Sell [View article]
    Very nice article. I've been asking a few questions about BRK as well. While it's exciting to see majority of its big businesses are running very well and generate tons of cash. On the other hand it begs the question if those businesses were undervalued by being part of BRK.
    Mar 3, 2013. 10:20 PM | Likes Like |Link to Comment
  • Apple Investors Continue To Face Significant Downside Exposure [View article]
    Where on their balance sheet did you spot liabilities?
    Feb 26, 2013. 07:53 AM | 5 Likes Like |Link to Comment
  • 20 Signs The U.S. Economy Is Heading For Big Trouble In The Months Ahead [View article]
    Jobs did not sound so smart either, otherwise why would he hire all the real stupid ones?
    Feb 24, 2013. 04:33 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) bulls might be interested/relieved/concerned to know the stock's decline was enough to shake Whitney Tilson out of his long position (annual letter). Into 2013, his fund's largest holdings show a decided tilt towards financials - with BRK.B, AIG, C, and GS making the top 5. He's also an investor in Kyle Bass' fund making a big bet on a weaker yen and higher Japanese interest rates. [View news story]
    He's happily buying the financials I accumulated last year with over 30% profits to me. Thanks to him for my profits :)
    Feb 5, 2013. 04:28 PM | Likes Like |Link to Comment
  • Apple: Mixed Report Gives Bulls Some Long-Term Hope [View article]
    Tim Cook specifically reminded people to question rumors around Apple supply chain. Even if some sources are factual, no one can interpret them the right way given Apple's complex supply chain. So the supply cut was pure rumor, and even the the rumor it was cut in half from over 60 million.
    Jan 23, 2013. 09:41 PM | 1 Like Like |Link to Comment
  • 4 Stocks That Could Be Crushed by Rising Gas Prices [View article]
    The interesting question would be: Was that a correlation or causality?
    Apr 13, 2011. 12:17 AM | 1 Like Like |Link to Comment
  • Lululemon: An Overvalued, Trendy Stock [View article]
    "...usually lead to heartbreak ala Crocs (CROX) or LULU in 2008, when the stock dropped from a ridiculous price of $60 to a mere $5 per share! "

    Hm... That seems applicable to most of the stocks in 2008, when the whole market marched toward March 2009 lows. There is no secret that high growth stocks perform poorly in bear market. The real question is do I expect a bear market 2 years after worst financial crisis in a lifetime. Maybe, but I wouldn't bet all my investment on it by not investing in at least some high growth stocks.
    Mar 11, 2011. 12:20 AM | Likes Like |Link to Comment
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