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  • Why Groupon Will Be One Of The Main Beneficiaries Of The iPhone 6 [View article]
    I am a groupon customer and use my phone to make purchases. However, I already have my card info stored and do not need to do anything more. Apple app is not going to increase my Groupon purchase.

    However, Groupon faces a bigger challenge from Alibaba. Once they enter the US market, you will see a major hurdle for Groupon's consolidated purchase business. It may tank the stock.

    I am going short on Groupon for now, till I see how they handle the Alibaba challenge.
    Sep 16 10:39 AM | 2 Likes Like |Link to Comment
  • A Few Reasons Why Groupon Should Get Better In The Long Run [View article]
    Not sure where GRPN is going anymore. Every new step they are taking is cash intensive. Soon they may find themselves strapped for cash. You got to remember, everyone is upping their game. I like GRPN's original model but I am no fan of their new ones. I am short on GRPN at the current prices, till they prove their model actually works, and not hope that it works.
    Sep 10 03:37 PM | Likes Like |Link to Comment
  • Kinder Morgan: Mega Merger Enhances Dividend Growth Story [View article]
    Not worth getting into now, if you weren't in it before. In fact, if you are holding KMI shares, you may want to get out of it for a while, before you jump in as I aspect it to be negative for KMI and positive for KMP, the way the deal is being structured.
    Aug 12 10:16 AM | Likes Like |Link to Comment
  • Can Microsoft's Satya Nadella Learn Anything From GE's Jeff Immelt? [View article]
    Nadella has done more changes in six months than Immelt has done during his entire tenure. Immelt is too slow. Even the changes he is proposing now are half-hearted. He should have broken up GE into multiple businesses ages ago, spinning-off some and selling away the non-core businesses. Immelt has done none of these. The only thing he sold was GE Plastics, which I believe he should have retained.
    Jul 24 03:56 PM | 8 Likes Like |Link to Comment
  • Groupon's Never-Ending Woes [View article]
    GRPN has an opportunity to be a mega-business. The question is will the management seize the opportunities. There isn't really anyone who is a clear challenger in that space today. There are a number of players, but most of them are fringe players. Secondly, even with a mediocre performance I expect the stock to go up this year to $15; but if it does well, it could even reach $20. As such I see it as a low risk bet, and going long.
    Feb 26 11:24 AM | 2 Likes Like |Link to Comment
  • Sirius XM: Worried? Don't Be [View article]
    No real like-to-like competition; but then who is signing up. There are many other alternatives via mobile/smart devices.
    Aug 22 05:34 PM | Likes Like |Link to Comment
  • Intel Already Planning Its Next Chess Move In Mobile Market Even As Baytrail Reaches Take-Off [View article]
    Overall, the analysis is good and supports my personal view on Intel. However, I do agree with Ashraf that others are not sitting quite. There is advantages and disadvantages associated with each model. End of the day, it is the company that innovates that is going to win. For now I am long on INTC and QCOM, as I expect both to have a decent run for the next year or two.
    Aug 22 05:30 PM | Likes Like |Link to Comment
  • Apple Is Breaking Out [View article]
    As I read about Icahn taking position in Apple, and the fact that he is encouraging Apple to expand its buyback program, I begin to question "why". One reason could be, he wants to squeeze all the juice out of Apple, make a quick buck and get out. This would be bad for Apple as it will limit Apple's ability to invest in its growth.
    Another reason could be that after speaking with Tim Cook, he was not convinced that Apple had anything significant from a growth perspective that needed significant cash, as such suggest that Cook put cash to better use through a buyback program. If this is the case, then I would question Apple's growth prospect. As we all know, buyback is the least productive approach to deploying cash.
    So either way, I would be cautious about invest in Apple at its current price ($500).
    Aug 14 03:49 PM | Likes Like |Link to Comment
  • Apple Is Breaking Out [View article]
    I agree with your statement; which leads me to believe that they may not be able to gain significant penetration at the lower end of the market. Even not so rich buyers want the latest functionality and features. When they can get such capabilities in other brands, I do not expect many to jump to Apple; remember Apple has lost some of its "cool" halo to Samsung.
    Aug 14 03:41 PM | Likes Like |Link to Comment
  • Apple Is Breaking Out [View article]
    I am not so optimistic of Apple's future. It will be okay but not great. Here are the reasons why - (a) competition is increasing and recent events has shown that Apple is not as nimble as its competitors. (b) Apple success in the lower priced market (value purchaser segment) is yet to be proven. Unless Apple retains current functionality while lowering the price, I do not think they would gain any big market share. Value purchasers are much more discerning than the rich buyers (c) Samsung and Google have probably eaten the cake as far as internet TV is concerned. So this crazy rush to buy Apple stocks may not be as lucrative as some bulls try to make it out to be. Unless Apple comes out with something truly revolutionary, there is no reason for the shares to trade beyond $450 range
    Aug 14 03:33 PM | Likes Like |Link to Comment
  • Icahn discloses Apple position, calls for bigger buyback; shares jump [View news story]
    Icahn buying the stock does not make the stock any more valuable. Company fundamentals, growth prospects, and profitability is not driven by who is owning it. Remember, when people like Icahn buy it, it is often to make a fast buck. Entering into the stock now will be dangerous as you may be left holding the bag when Icahn dumps the stock. You may never know what hit you. Be careful.
    Aug 13 03:13 PM | 5 Likes Like |Link to Comment
  • Icahn discloses Apple position, calls for bigger buyback; shares jump [View news story]
    That is less than 1% holding
    Aug 13 03:10 PM | Likes Like |Link to Comment
  • More on Evercore's downgrade of Intel (INTC -3.9%): Analyst Patrick Wang is worried about still-weakening PC trends, peaking chip prices, and the potential of Atom CPUs to cannibalize Core CPUs. Meanwhile, fellow Evercore analyst Rob Chira now expects PC sales to fall 10% Y/Y, worse than a prior 6%. Citi's Glen Yeung, who has cut his Q2 Intel revenue forecast to $12.61B from $12.9B (consensus is at $12.89B), says notebook production has been weak and Intel's back-end (assembly/test) supplier orders were flat to down 5% in Q2. (IDC on PC sales[View news story]
    One can reasonably expect Intel management to not do anything that will severely cannibalize its own sales revenue and margins. If anything, the sales of newer chips is expected to far outweigh reduction in traditional PC sales.
    Jul 8 12:44 PM | Likes Like |Link to Comment
  • The Apple You Don't Know [View article]
    Shows how much you know about capital management.
    May 9 07:16 PM | Likes Like |Link to Comment
  • Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
    Apple needs to invest on R&D; there is nothing new here. However, it does not need $137B and growing for R&D and business development. With the business generating over $50B a year in free cash flow, Apple easily can pay out $20B in dividend and yet have enough left over for R&D, strategic investments, and rainy day funds. If the company is unable to generate a return on investment greater than the market, it must return the funds to the shareholders.
    Mar 13 02:18 PM | Likes Like |Link to Comment