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  • Amicus Fairly Rewarded For Substantial Progress  [View article]
    A very nice, concise, clear and to the point article. Thank you for sharing.
    Jul 22, 2015. 11:00 PM | Likes Like |Link to Comment
  • Big plans for Dunkin' Donuts in China  [View news story]
    I frequently visit Dunkin Donuts shop in Shanghai, specifically the one near Century Park in Pudong District. My reason for visiting it is because I love the blue collar association growing up in Boston and attending college while eating their donuts. The store is much cleaner and more upscale in Shanghai than it was in Boston. The traffic I watch there is very low. I think there are a few reasons. First, Chinese don't like very sweet desserts. Second, the coffee is mediocre compared with much richer and creamer Starbucks' coffee across the street and everywhere in China. Third, people don't attach it's blue collar association and feel it's a copy cat of Starbucks. Many don't even know it's an American band. Based on these anecdotal observations, I don't think their expansionary strategy will be easy. If one base his valuation on the stock price on this, I'd be careful attaching a higher multiple or a larger incremental EPS. I like the shop a lot as you can see, just not sure about the stock price.
    Jan 12, 2015. 06:56 AM | Likes Like |Link to Comment
  • What Risk Unwind?  [View article]
    At the beginning of the momentum names fallout, economy held up well (as you mentioned in your previous article), this cyclical recovery led investors to believe that "boring" stocks such as old tech stocks should also fare well. That led to the momentum names fallout and boring names rise. Now that the economy is not growing as fast (people realized now), I believe high growth names will rise again. These high momentum names have better risk reward at this point, although still over-valued by most valuation methods.
    Apr 30, 2014. 10:07 PM | Likes Like |Link to Comment
  • LinkedIn Is A Falling Knife - Do Not Catch It  [View article]
    Linkedin has taken a beating badly. At this point, I believe the risk reward tilts in favor of the stock price going up. It's a gutsy move.
    Apr 29, 2014. 11:19 PM | Likes Like |Link to Comment
  • LinkedIn Is A Falling Knife - Do Not Catch It  [View article]
    The author clearly stated that he's long if the stock declines enough. So before it declines, he's negative on the stock. Hope it helps.
    Apr 29, 2014. 11:17 PM | 2 Likes Like |Link to Comment
  • Apple: This Is Ridiculous  [View article]
    Author, thank you for sharing your article. I understand your point. I agree there is a valuation gap. But I don't agree that the gap will close any time soon. My guess is AAPL will reach 600-650 by end of year after new product launch and if successful. My guess is GOOG will continue to 1300 without too many hiccups. While it may be expensive to own both rather than do a pair trade, I would long GOOG for the whole year. I would long AAPL starting August 15 and hold it for the whole year. I believe my strategy will outperform your pair trade. Let's see. =) Good luck to both of us.
    Feb 14, 2014. 01:38 AM | Likes Like |Link to Comment
  • Baseline Scenario: Tanks Post Earnings  [View article]
    @SapientInvestor, hi. Thank you for sharing your thought on CRM. I had a question on why if CRM is owned 100% by institutions, then it is considered odd and artificial? I would have thought that institutions carry smart money so they know a lot that a retail investor does not (sometimes), especially given CRM is not a household name.
    Feb 9, 2014. 08:39 PM | Likes Like |Link to Comment
  • Baseline Scenario: Tanks Post Earnings  [View article]
    Jiri75, thanks for sharing your insights. I find MSFT buying CRM very intriguing. What do you have to believe in order for this acquisition to happen, in your opinion?
    Feb 9, 2014. 08:28 PM | Likes Like |Link to Comment
  • Are Yelp's Investors Cheering For Slowing Growth And Lack Of Profitability?  [View article]
    Jacob, thanks for the article. I understand your perspective. My view is that many of these internet companies' business model is to take all in order to gain pricing power. Then they can monetize later. The world is getting bigger, so it takes longer to "take all" (market share). When that happens, the stock price becomes deserving. If it doesn't, then bubble bursts. I still think this "bubble" has a way to go despite QE tapering because credibility becomes more important in our life and time is of an essence rather than just money. Recommendation of anything thus also becomes important. Just my two cents.
    Feb 6, 2014. 10:16 PM | Likes Like |Link to Comment
  • Are Ford And Toyota Too Cheap To Resist?  [View article]
    Jacob, thanks for sharing. Like your article. Your thoughts on GM vs. F if you had to pick one? Frankly, I believe GM being a laggard to F has more room to grow given the new product line and the truck replacement cycle. On cost, there seems more fat to squeeze in GM also. Would love to hear your assessment. Thank you.
    Feb 5, 2014. 07:50 PM | Likes Like |Link to Comment
  • Can You Hear Me Now? If So, You Should Be Buying American Tower Corporation  [View article]
    Thanks, author. We like CIEN and ALU for similar reasons you like AMT. 4G data expansion (including speed and reliability) requires better equipment. This then becomes a secular up trend.
    Dec 31, 2013. 01:42 AM | Likes Like |Link to Comment
  • Bank Of America Earnings Will Start 2014 Off Right  [View article]
    Nice article. Did you compare BAC with MS in the same sector? If you did, what's your view of MS in comparison with BAC?
    Dec 29, 2013. 10:45 PM | Likes Like |Link to Comment
  • Can You Hear Me Now? If So, You Should Be Buying American Tower Corporation  [View article]
    Nice article.

    Did the author have a chance to think about buying telecom equipment companies vs. telecom tower companies?

    I think the former is in secular growth trend, their operations are being restructured to take out the fat, thus to me there is more upside. We like ALU and CIEN.
    Dec 29, 2013. 10:26 PM | Likes Like |Link to Comment
  • Apps Won't Save Apple  [View article]
    Biometric sensor = path toward secure transactions = toward not only apps but apps with access to individual bank account
    Dec 28, 2013. 11:41 AM | 7 Likes Like |Link to Comment
  • Cisco: 3 Positives In A Sea Of Bad Sentiment  [View article]
    Investors are nervous because they don't know how CSCO will perform in the next few quarters because the company hasn't a strategy in place especially in problem regions such as APJC. Having a strong balance sheet is necessary but insufficient condition for success. IMHO.
    Dec 18, 2013. 02:15 AM | 1 Like Like |Link to Comment