Apple Says Wearable Tech Is Next Big Trend, But It Could Be Early For That [View article]
With all due respect, I find this article difficult to comprehend. While author agrees with various sources here and there, she does not delineate her views and conclusions with evidence. A bit wishy washy.
CSCO is a good company. To say the stock price is good does not take much guts.
I find your footnote accounting/analysis to be a bit troubling. While good stuff can be unearthed from such a practice, a company's general direction with respect to market size, growth potential, unforeseen competitors can hardly be captured through the footnotes. Hence, it's a micro adjustment.
Unless there is something wrong with the company i.e., fraud, accounting irregularities, unearthing good stuff in the footnote is less meaningful.
Btw, interesting thoughts on AAPL. It's wrong, I'm sure.
So if JCP is headed down to 0, why would Soros take a long position? Can you please explain?
Also, your conclusion is too long. It introduces new ideas about shorting the stock without ever mentioning shorting the stock elsewhere in the article.
Not a big deal with the two points mentioned above, just some clarity would help others read better.
Interesting article. Do you know this year's May return is not only positive, but significantly higher than "sell in May" of the past. In light of this, I would say F has room to go further.
From a fundamental perspective, I respectfully disagree with you. China is growing. Europe seems inflecting slowly...
This is the same author who told everyone to short EDU, a Chinese educational/test prep company which Muddle Water said to short. EDU rose over 50% subsequently. I got lucky. I didn't listen to Kyle. You might get lucky, too.
Justifying Apple's Valuation: Is It Too Late To Get Back In? [View article]
I am long AAPL.
There are too many articles which discuss why Apple is undervalued. We are beyond that.
Let's find how we can extract the hidden value.
David Einhorn is doing exactly that. You may or may not agree with his view. But authors worldwide, let's be proactive. Give your own suggestions as to how to unlock the latent value.
Why The Living Room Is Too Small For Apple [View article]
@author, think outside of the box. I can replace TV in your article with phone and say the same thing 5 years ago before the birth of iPhone. What if it's not just a TV? What if the content from the "TV" is so much better? What if they derive margins from both hardware and content? What if the hardware margin is 1% and content 99%, therefore, the blended margin is really high?
I'm providing a corner case, of course. None needs to be all true. This article lacks imagination.
Einhorn's Apple Preferred Stock Dividend Solution [View article]
As a former goldman tech M&A banker and a phD candidate in finance at MIT, I agree with Paulo that this capital structure is neutral in theory but would work quite well in our current market in reality. What's good for Einhorn is good for most shareholders. He's not a trader but an investor (he's been investing in AAPL since 2010). So I support him. I also support Cook. Long AAPL. Let's unlock the latent value.
What if Apple sold 97.5 million iProducts and made more net profit than before? Would that drive up the stock price? If so, then Apple is doing the right thing.
Wall Street is punishing Apple for only staying niche and making less profit, you can grow a 500bn company by staying niche and coming up with hit new products. You need market share and absolute dollar net profit.
Apple Says Wearable Tech Is Next Big Trend, But It Could Be Early For That [View article]
How Netflix Is Using Data To Regain Its Leadership Position [View article]
Your article could be said about the company from years ago before the stock price took a tumble from 300+.
Going international is not as simple as you say. People in Asia can watch Arrested Development for free. How would you deal with the piracy problem?
While I do like NFLX, I think your article is over simplifying things.
Reasons To Add Facebook To Your Stock Portfolio [View article]
Is Cisco Really The Start Of Tomorrow? [View article]
Cirrus Logic: Is The Market Pricing In More Than Just Lower Margins? [View article]
Footnotes Diligence Drives Cisco Pick [View article]
I find your footnote accounting/analysis to be a bit troubling. While good stuff can be unearthed from such a practice, a company's general direction with respect to market size, growth potential, unforeseen competitors can hardly be captured through the footnotes. Hence, it's a micro adjustment.
Unless there is something wrong with the company i.e., fraud, accounting irregularities, unearthing good stuff in the footnote is less meaningful.
Btw, interesting thoughts on AAPL. It's wrong, I'm sure.
J.C. Penney Is A Basket Case [View article]
Also, your conclusion is too long. It introduces new ideas about shorting the stock without ever mentioning shorting the stock elsewhere in the article.
Not a big deal with the two points mentioned above, just some clarity would help others read better.
Google's Next Move Should Be A Split [View article]
We are analyzing a pair trade position: short GOOG, long AAPL going into WWDC.
The Market May Favor Shorting Ford [View article]
From a fundamental perspective, I respectfully disagree with you. China is growing. Europe seems inflecting slowly...
Will Chinese Consumers Save Apple? [View article]
Justifying Apple's Valuation: Is It Too Late To Get Back In? [View article]
There are too many articles which discuss why Apple is undervalued. We are beyond that.
Let's find how we can extract the hidden value.
David Einhorn is doing exactly that. You may or may not agree with his view. But authors worldwide, let's be proactive. Give your own suggestions as to how to unlock the latent value.
Why The Living Room Is Too Small For Apple [View article]
I'm providing a corner case, of course. None needs to be all true. This article lacks imagination.
Einhorn's Apple Preferred Stock Dividend Solution [View article]
How Much Is Apple Worth? [View article]
Take a step back.
Does compressing margin really cause AAPL price drop?
Why is Samsung doing well with such low margins?
Hmmm...
Maybe, just maybe Mr. Market appreciates market share and absolute margin dollar and profits.
If that's the case, AAPL making cheaper phones with lower margin (as a %) will increase market share and total absolute margin dollars and profits.
Then just maybe AAPL will become Samsung, but better. And just mabe AAPL stock price will rise. Again.
Long AAPL.
Why Apple's Profits Are At Risk [View article]
Wall Street is punishing Apple for only staying niche and making less profit, you can grow a 500bn company by staying niche and coming up with hit new products. You need market share and absolute dollar net profit.
This article is biased.