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Anwar Bhamla

Anwar Bhamla
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  • Bove: Banks "basically nationalized" [View news story]
    If banks do not want to be regulated, they can forego the FDIC protection (make sure to advertise that) and pay market prices for all the services and benefits they get from the Fed.

    Goldman Sachs chose Fed protection in the middle of the financial crisis and received it. All banks received financial support during the crisis.

    Yes Dick, they should never be regulated.
    Mar 12, 2015. 09:25 AM | 2 Likes Like |Link to Comment
  • Lululemon falls in favor at JPMorgan [View news story]
    WRONG Headline!
    Jan 23, 2015. 08:47 AM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    How do you or anyone know that he is really shorting he stock?

    He can write all these articles bashing Apple and get a nice commission from Seeking Alpha when all of us react.

    Look, 129 Comments!

    Smart man Blair!!
    May 28, 2014. 12:29 AM | 7 Likes Like |Link to Comment
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    True, but a stock split allows AAPL to enter the Dow Jones 30 (DIA) thereby creating a large "buy and hold" market.
    Apr 19, 2014. 04:29 PM | 4 Likes Like |Link to Comment
  • Naysayers On SmartWatches Are Overzealous [View article]
    There was a saying among car makers in Detroit: "If it ain't broken, don't fix it!" Probably the most stupid strategy from any business. The Japanese fixed the broken US car industry.
    Mar 9, 2014. 02:44 PM | Likes Like |Link to Comment
  • Why Apple's Valuation Is Irrelevant [View article]
    It does not matter what you bought your stock for or when. The smart investor asks, would I buy this stock today based on its valuation and on its growth prospects. Is this the best use of my investment dollars? If the answer is NO, then you ought to consider selling your stock. ( Tax considerations might serve to change your decision)

    I believe that Wall Street investors have this mindset. This is the reason why AAPL stock has lost so much value in the past few weeks and why its institutional ownership has fallen so much.
    Feb 26, 2014. 04:29 PM | Likes Like |Link to Comment
  • Apple: Valuation And Forecasts [View article]
    Interesting article. However almost all of these models can be used to justify any hypothesis. 17% discount rate, etc. However, a valiant effort.

    There are 2 factors that will affect the future Apple:
    1. Antitrust action. whether or not justified. Read the history on MSFT and IBM.
    2. Are there enough institutions that will buy and keep all those Apple shares? Most hedge funds, mutual funds and other institutions have a self imposed discipline to not allow any particular position to exceed a predetermined % of assets. When Aapl breached $700, many of these institutions had to liquidate a portion of their position. My thinking is that this will happen again as Aapl value rises. So, the only way for Aapl's Board to reward shareholders is to continue to commit to ongoing large share buy backs.
    Oct 14, 2013. 09:06 PM | 1 Like Like |Link to Comment
  • American Capital and Two Harbors coverage started at JPMorgan [View news story]
    AGNC is also trading ex Dividend of $0.80!
    Sep 26, 2013. 08:00 AM | 2 Likes Like |Link to Comment
  • After-hours top Gainers / Losers [View news story]
    Please get your information right. Otherwise do not display. Neither BIDU nor AMBA are suffering the losses you attribute to them. Do not know about the others.
    Aug 2, 2013. 07:41 PM | Likes Like |Link to Comment
  • Seeking Alpha fires a shot at Bloomberg, StreetAccount [View news story]
    Love the new format. Defnitely more readable. Bring back the symbols.
    Jul 29, 2013. 08:35 AM | 1 Like Like |Link to Comment
  • Opposition leader Mohamed ElBaradei has been named interim prime minister in Egypt. On watch again in the coming week is the Egypt ETF (EGPT), as investors keep a close eye on the post-coup turmoil. Updated 5:45 p.m.: Egypt's president's office denies reports that ElBaradei has been named PM, according to AP. [View news story]
    So El Baradei lost the elections but now with his US and Israeli sponsors support can become the Prime Minister with a gun pointing at the head of the elected government representatives.

    Democracy for All!
    Jul 6, 2013. 06:12 PM | Likes Like |Link to Comment
  • Apple: Innovative Future Products Following Detroit's Lead? [View article]
    At least 5 years ago, Logitech had a pen product that did the same things that the article espouses. I thought that every student would have one.

    Clearly, I was wrong.

    Can AAPL make the product sexy enough that it would catch fire? AAPL has done that with Sony's walkmaster and Hitachi's tablets. Time will tell.

    Also, I would accept with a very large grain of salt, the author's claim that he has privy to insider technical information.
    May 24, 2013. 11:59 AM | Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Agreed except about the acquisition. Large acquisitions are always a problem because of the culture clash.

    What really bothers me in this discussion as well as many others are the writers who moan about the lack of innovation at Apple and the coming demise of Apple due to the death of its visionary founder, Steve Jobs.

    Most of these critics do not understand the nature of innovation. It starts with a vision which is followed by a lot of hard work and an extraordinary amount of quality control and product testing. Undisputably, Jobs was an extraordinary visionary. More importantly, he built a team of scientists and engineers that could bring his ideas to fruition. As far as I know, that team still exists and even as I write is trying to make sure that the next product lives up to the standard that Jobs established.

    What armchair critics and financial analysts, who have never put in one days of work on a real product (and no, financial engineering does not count),do not understand that sometime it takes time to do things right. Compared to historic pace of innovations, Apple's lull from October 2012 to (maybe) September 2013 is miniscule at best.
    May 19, 2013. 03:40 PM | 7 Likes Like |Link to Comment
  • Should Apple Repurchase Shares? [View article]
    There is 1 operational issue with the falling stock price. AAPL's talented engineers receive a portion of their compensation through incentive stock options (ISO). A falling stock price means that that incentive is lost. Also lost is the golden handcuff aspect of ISO's.

    If even a portion of its talent pool is enticed away to the competition, AAPL's loss is almost immeasurable.

    This is why management will do well to watch its stock price.
    Apr 22, 2013. 10:34 PM | 1 Like Like |Link to Comment
  • Further Signs Of Demand Weakness Now Hit The iPad Mini [View article]
    I would think that both VZ and T and others have "most favored nation clause" in their agreements. Aapl would not offer any additional discounts to WMT because it would mean that they would have to provide matching discounts to those other reatilers. And depending on the agreement, might even have to discount retroactively.

    In my opinion, WMT eats those discounts.
    Apr 9, 2013. 10:05 AM | 3 Likes Like |Link to Comment