Joseph Poma's Comments Joseph Poma's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/895785/comments Japanese stocks move higher today after the U.S. dollar rose over the 100-yen level for the first time in four years. The Nikkei Average rose 2.5% to 14,546, with exporters leading once again: Mazda (MZDAY.PK +0.5%), Nissan (NSANY.PK +2% ), Fanuc (FANUY.PK +2.8%), Panasonic (PC +3.3%), Komatsu KMTUY.PK]] +6.5%), Trend Micro (TMICY.PK +3%), Sony (SNE +3.9%) and Suzuki (SZKMY.PK +4.3%). http://seekingalpha.com/currents/post/1016791?source=feed#comment-18658161 18658161 Thu, 09 May 2013 23:02:13 -0400 Microsoft (MSFT) adds ZTE (ZTCOY.PK) to its stable of Android licensees a week after having struck a deal with Foxconn. In a blog post, exec Horacio Gutierrez boasts "80 percent of Android smartphones sold in the U.S. and a majority of those sold worldwide are covered under agreements with Microsoft." Though Microsoft keeps terms confidential, the reported royalty rates and Android's staggering growth suggest Android licensing might now be a $1B+/year business, and a key reason why the E&D unit grew 33% Y/Y last quarter in spite of Xbox weakness. Android is almost certainly a more profitable OS for Microsoft right now than Windows Phone. http://seekingalpha.com/currents/post/963501?source=feed#comment-18025631 18025631 Wed, 24 Apr 2013 09:08:26 -0400 Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR) http://seekingalpha.com/currents/post/961171?source=feed#comment-18008361 18008361 Tue, 23 Apr 2013 20:41:09 -0400 From a technical perspective, at least on the surface, today's close by the S&P 500 below its 50-day moving average should be cause for concern. Not necessarily, says Bespoke Investment Group. At last check, the index had gone 74 sessions without ending below its 50-day average. Bespoke notes that the index has broken below its 50-day moving average after sustained periods of at least 50 days above the mark 13 times over the past decade, and over the month that followed, it actually gained an average of 2.2%. http://seekingalpha.com/currents/post/953691?source=feed#comment-17817931 17817931 Thu, 18 Apr 2013 22:52:24 -0400 After dropping to the lowest level since March 2009 last week, bulls gain 7.5 points to 26.8% in the AAII Investor Sentiment Survey. The long-term average of bulls is 39%. Those bearish drop 6.3 points to 48.2% - still well above the long-term average of 30.5%. From Bespoke is this chart of the SPY vs. the AAII bulls since 2009. http://seekingalpha.com/currents/post/951361?source=feed#comment-17780691 17780691 Thu, 18 Apr 2013 09:08:29 -0400 In what's arguably a shot across Google's (GOOG) bow, Samsung (SSNLF.PK) is partnering with Mozilla on a new browser engine called Servo. Google is the default search engine for Mozilla Firefox, but at the cost of sizable traffic acquisition payments (something unneeded for Chrome and the stock Android browser). Google is already reportedly concerned Samsung will demand higher search revenue-sharing payments for traffic coming from its Android hardware, but Samsung's dependence on Google apps and services limits its leverage for now. http://seekingalpha.com/currents/post/924181?source=feed#comment-17182641 17182641 Wed, 03 Apr 2013 16:18:13 -0400 In a speech titled "Too soon to relax," San Francisco Fed chief and member of the dovish wing of the FOMC John Williams nevertheless says he thinks we could see substantial improvement in the labor market by summer. "If that happens we could start tapering our purchases then ... we could end the purchase program sometime last this year." http://seekingalpha.com/currents/post/924141?source=feed#comment-17181711 17181711 Wed, 03 Apr 2013 15:59:09 -0400 Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. http://seekingalpha.com/currents/post/922801?source=feed#comment-17161491 17161491
HAha assinine rumor.]]> Wed, 03 Apr 2013 10:06:39 -0400
HAha assinine rumor.]]> Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. http://seekingalpha.com/currents/post/922801?source=feed#comment-17159491 17159491
Really, a ring accessory?

They would sooner release a touch screen TV or TV that comes with iPad mini / iPod Touch remote.

My money is on a touch screen TV]]> Wed, 03 Apr 2013 09:39:00 -0400
Really, a ring accessory?

They would sooner release a touch screen TV or TV that comes with iPad mini / iPod Touch remote.

My money is on a touch screen TV]]> Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. http://seekingalpha.com/currents/post/922801?source=feed#comment-17156371 17156371 Wed, 03 Apr 2013 08:44:18 -0400 Zynga (ZNGA) +5.2% AH on news it will roll out two real-money gambling titles, ZyngaPlusPoker and ZyngaPlusCasino, in the U.K. later this week. That's a little ahead of a prior ETA of June. The games, which are launching in partnership with U.K. firm bwin.party, will initially be available only on the Web and via download - no Facebook or mobile offerings for now. Separately, the WSJ observes Zynga mobile title/Wheel of Fortune knockoff What's the Phrase has made it into the App Store's top-10 rankings. http://seekingalpha.com/currents/post/921871?source=feed#comment-17156261 17156261 Wed, 03 Apr 2013 08:43:10 -0400 To no one's surprise, Starbucks (SBUX) customers like the idea of getting Hazelnut Macchiatos at half-price. A Groupon (GRPN +4.6%) deal in which $10 Starbucks gift cards are being sold for $5 has disrupted Groupon's site and (according to a Starbucks spokeswoman) yielded over 100K sales today. The promotion also seems to be giving a lift to Groupon shares, which have a history of seeing Friday short-covering rallies. http://seekingalpha.com/currents/post/905461?source=feed#comment-16667321 16667321 Fri, 22 Mar 2013 14:24:35 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16366911 16366911 Sat, 16 Mar 2013 11:21:05 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16343811 16343811 Fri, 15 Mar 2013 16:18:06 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16320181 16320181 Fri, 15 Mar 2013 09:02:09 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16302621 16302621 Maybe you'll find this information interesting from ZenithOptimedia...

http://bit.ly/YelntV]]> Thu, 14 Mar 2013 19:26:19 -0400 Maybe you'll find this information interesting from ZenithOptimedia...

http://bit.ly/YelntV]]> Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16301241 16301241
I agree that Facebook is basing at the moment. I believe we'll see similar price action as we saw prior to the last earnings call. Stock will probably run higher on anticipation and sell off on the announcement. I'm looking for the company to show more fiscal control over R&D over the next several quarters. Now that they have put into place several initiatives, they need to ease off the spending to see how these initiatives play out. Once they see how they perform then they should move on, building on what works and fixing/removing what doesn't.]]> Thu, 14 Mar 2013 18:46:55 -0400
I agree that Facebook is basing at the moment. I believe we'll see similar price action as we saw prior to the last earnings call. Stock will probably run higher on anticipation and sell off on the announcement. I'm looking for the company to show more fiscal control over R&D over the next several quarters. Now that they have put into place several initiatives, they need to ease off the spending to see how these initiatives play out. Once they see how they perform then they should move on, building on what works and fixing/removing what doesn't.]]> Tech Bubble 2.0: Overvalued And Undervalued Stocks http://seekingalpha.com/article/1274901/comments?source=feed#comment-16295781 16295781
Personally I believe the story of Facebook and there is more to come. You can read my reasoning here: http://seekingalpha.co...]]> Thu, 14 Mar 2013 16:51:38 -0400
Personally I believe the story of Facebook and there is more to come. You can read my reasoning here: http://seekingalpha.co...]]> Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16294801 16294801 Thu, 14 Mar 2013 16:36:27 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16294671 16294671 Thu, 14 Mar 2013 16:33:40 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16280891 16280891 Thu, 14 Mar 2013 12:26:19 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16280771 16280771 Thu, 14 Mar 2013 12:24:10 -0400 Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16274691 16274691 TTM) included significant and abnormally high expenses due to R&D and general administrative expenses that should not be on going. Based on my full year earnings estimate of $0.64/share, Forward PE is around 40 with PEG being around 1.3. Some would argue that this is still to expensive, but company executives have shown a commitment to exploring alternative revenue streams which in my eyes is worth a premium.]]> Thu, 14 Mar 2013 10:54:19 -0400 TTM) included significant and abnormally high expenses due to R&D and general administrative expenses that should not be on going. Based on my full year earnings estimate of $0.64/share, Forward PE is around 40 with PEG being around 1.3. Some would argue that this is still to expensive, but company executives have shown a commitment to exploring alternative revenue streams which in my eyes is worth a premium.]]> Like, No... Love Facebook http://seekingalpha.com/article/1273331/comments?source=feed#comment-16274341 16274341
Here is a link to the Income Statement through morningstar.

http://bit.ly/M6UMtf]]> Thu, 14 Mar 2013 10:46:22 -0400
Here is a link to the Income Statement through morningstar.

http://bit.ly/M6UMtf]]> Yahoo M&A speculation has Zynga (ZNGA +7.7%) shorts fleeing for the exits. Wunderlich's Blake Harper sees Zynga as a possible buyout target for Yahoo (YHOO), whose M&A chief recently said the company is working on two "significant" acquisitions (without elaborating), as the Internet giant tries to strengthen its mobile/social positioning. 16.4% of Zynga's float was shorted as of Feb. 15. http://seekingalpha.com/currents/post/880151?source=feed#comment-16132911 16132911 Mon, 11 Mar 2013 12:14:51 -0400 The Macy's vs. Martha Stewart Living Omnimedia and J.C. Penney trial continues without any clear winner in sight yet. In a nutshell: 1) Macy's (M) CEO Terry Lundgren became enraged over a plan to place Martha Stewart shops inside of J.C. Penney stores in what his firm calls a breach of contract. 2) Martha Stewart is flabbergasted Lundgren hung up on her. 3) Naturally, JCP CEO Ron Johnson thought he had them both outsmarted. After the dust settles, retail analysts think MSO will suffer the most with its brand tarnished. http://seekingalpha.com/currents/post/870531?source=feed#comment-15913611 15913611 Wed, 06 Mar 2013 09:54:58 -0500 Samuel Adams In Cans Will Justify Boston Beer's High Price Earnings Multiple http://seekingalpha.com/article/1209631/comments?source=feed#comment-15910531 15910531 Wed, 06 Mar 2013 09:14:46 -0500 Apple Is Not Worth $460 http://seekingalpha.com/article/1205471/comments?source=feed#comment-15289341 15289341 Wed, 20 Feb 2013 22:37:23 -0500 Oil is set to fall by 30% this year, says Levitt Capital's Robert Levitt. The impact of increased shale oil supplies have been drastically underestimated by the markets, Levitt says. This increase, when combined with the resolution of pipeline transportation issues, should ease upward pressure on oil prices. "Once we have all these issues straightened out, the price of oil is going to come down and that will be a great boom for the global economy." http://seekingalpha.com/currents/post/832931?source=feed#comment-15102931 15102931 Sat, 16 Feb 2013 23:42:40 -0500 Icahn, Loeb And Others Walk Into A Herbalife Trap Despite Ackman's Fair Warning http://seekingalpha.com/article/1189551/comments?source=feed#comment-15096311 15096311 Sat, 16 Feb 2013 17:28:41 -0500