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  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Its an interesting perspective. Ives is the closet thing to Steve Jobs in thought and execution. If Ives decides to "spend more time with his family" apple is in serious trouble.
    Over 90% of their revenue is the iphone and if it wanes, apple has a problem. I don't think the apple watch is on par with the iphone and ipad.
    I think longer term, without Jobs or Ives, apple worries me.
    May 28, 2015. 12:32 PM | 9 Likes Like |Link to Comment
  • Report: Apple prepping 12" iPads, dual-app viewing, multi-user login [View news story]
    Unless this 12.9" iPad is a full pc like the Surface Pro 3, why bother with it. The ipad Air 2 represents the perfect size according to Steve Jobs
    May 21, 2015. 02:42 PM | 7 Likes Like |Link to Comment
  • Another Amazon Prime competitor on deck? [View news story]
    EBay is floundering? Have you searched eBay lately? Where else can you buy socks to a $25,000 antique stock ticker machine to a $10,000,000 Picasso from Sotheby's.
    eBay has many high end "buy it now"vendors. Most offer far better pricing than amazon, free shipping and free returns. Just a Dyson vacum from Dyson's factory store on eBay- $399 with free shipping and no sales tax. Same Dyson was $629 on Amazon.
    May 21, 2015. 01:33 PM | 3 Likes Like |Link to Comment
  • Netflix: Understanding Its True Liabilities [View article]
    What "durable competitive" advantage does Amazon have that can't be replicated? They are a low margin reseller who's revenue has been slowing. Nearly every vendor now has lower pricing and free two day shipping - what does Amazon have that's proprietary?

    So far, no service compares to Netflix as far as content and user interface. I agree it may be overvalued,but this Mom's stock is currently a wall st fav and its run is not done. It could be short when it gets to overbought territory, but I'd quickly cover as I think traders would currently rush in an buy any meaningful dip.
    May 19, 2015. 08:09 AM | Likes Like |Link to Comment
  • Amazon May Justify Its Market Premium With Future Profits [View article]
    Amzn's revenue growth has been slowing of late. Amazon's creative accounting and wall streets acceptance of such allows amzn the luxury of being "deceptively profitable" when need be to boost the stock price.
    Since nearly every vendor like Home Depot, Walmart, Target Red, Toy R Us, Best buy, B & H photo, etc routinely has lower prices or price matches nd offers free shipping, amazon's cost advantage has evaporated. They are ballooned with debt.
    They had better be able to consistently have a real profit without the deceptive accounting. If not, there is 200 points to the downside if amzn disappoints. Currently the love fest with the street and amzn continues so I trade amzn daily, but I'm out by the market close.
    May 5, 2015. 10:53 AM | 10 Likes Like |Link to Comment
  • Amazon: The Situation Worsens [View article]
    Well said. How can any company claim a profit in a particular segment, when all the expenses necessary to derive that "profit" aren't included. Whats surprising is that the street buys into this nonsense.

    Their retail business has slowing growth. Over the weekend, my little one wanted Heelys' skate shoes. We couldnt find them locally so we searched the internet. eBay had them for $49.99 free ship not tax, but they were out of stock. Amazon had them for $68.99 free ship plus tax.

    Nordstrom's online had them for $64.99 free ship AND free returns. Additionally, I didn't have to pay an annual fee and I could pick them up in the local Nordstroms at the mall if I wanted to. Amazon advertised free returns, yet when we clicked on the return policy, it said they were subject to a $6 return fee from the seller.

    Needless to say, we save almost 10% by shopping at Nordstrom's vs. Amazon, we got free, no fee shipping and returns. They will be here on Wednesday. Even a 10 year old saw the value in shopping around. With the savings she bought a headband set.

    All that said, my opinion means nothing and wall street continues its love affair with Bezos as they are just as deceptive. As such, I had to be long into earnings but sold my entire position Friday. Technically, amzn had more to go, but I'd wait for a pullback to the 428 level before entering into another long trade.
    Apr 27, 2015. 10:26 AM | 10 Likes Like |Link to Comment
  • Microsoft Keeps Its Head In The Cloud [View article]
    Msft had 21.7 billion in revenue. Even after write downs and investing in new technologies, infrastructure, restructure, reinvesting in their business etc. etc they still managed to make 5 billion in income.
    Their cloud business is growing at double the rate of amazon's aws. Msft trades at 18.94x earnings. Amzn trades at over 400x earnings, or lack thereof and their revenues have slowed. Additionally, msft does not cook the books like amzn to grossly inflate their profitability.
    Yet, msft is only up 9% today and amzn is up 14.8%. As msft actually makes billions in profits and amzn does not, I'd say 18.94x earnings looks cheap relative to JBezos & Co.
    Apr 24, 2015. 02:00 PM | 16 Likes Like |Link to Comment
  • Amazon.com's AWS Is Much More Valuable Than We Thought [View article]
    It's very misleading to claim that aws is profitable when the profit is derived by not including stock based compensation as well as other expenses in the bottom line.
    My business would be much more profitable if I excluded payroll from my cost of sales.
    The profit claim is total BS and no other company would get a pass from Wall Street. Their love affair with Bezos continues.
    Apr 23, 2015. 09:03 PM | 24 Likes Like |Link to Comment
  • Amazon tops $415; $265M AWS op. profit reported [View news story]
    25 point move after hours. Earnings, free cash flow and aws "profit" excludes many items and associated expenses. Add these in and none of amazon's businesses are profitable.
    Let's be real, Amzn is a retailer struggling to grow 15% yet lets value it at 400x earnings. Utterly ridiculous. I, as well as all my employees, find everything we need everywhere else for far less.
    Regardless, as a trader I had to be long into earnings.
    Apr 23, 2015. 07:33 PM | Likes Like |Link to Comment
  • Netflix: Street Applauds Disastrous Financial Results [View article]
    There is a difference between trading and investing. I know guys that trade momo stocks like nflx many times a day making tens of thousands of dollars on each trade. In and out all day long.
    NOTHING matters to nflx long traders except for adding subscriptions. Thats the only reason for the huge move. If nflx misses, its down 200 points very quickly.
    Currently nflx is overbought, but its a trading buy at 530 or below into the next earnings report.
    Trading these type of stocks is a game, its not investing in slb, ibm or msft. If you dont understand how the game is played you'll get slaughtered and feed to the buzzards
    Apr 17, 2015. 09:49 AM | Likes Like |Link to Comment
  • Netflix: Street Applauds Disastrous Financial Results [View article]
    Each stock has a "story" that the street believes in and tries to make the gullible public believe to send these stocks higher.
    Netflix is a company that happens to have a very good product. While it may be overvalued, these traditional metrics do not matter to these companies nor the people who trade them.
    The only thing that currently matters to Netflix traders is adding subscribers and that they did.
    Those that don't understand what fuels the movement in these mono stocks would be wise to stay out of them.
    I have been long since the upgrades started last week, but will be out today and back in on a pullback under 500.
    Apr 16, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    Have you tried the Surface Pro 3? There are tons of excellent so apps for it.
    Since its a full pc it can run actual programs. While I love my air2, my surface pro 3 is far superior. It has replaced my laptop and for the most part, my iPad.
    Apr 3, 2015. 02:42 AM | 23 Likes Like |Link to Comment
  • Amazon Dash Could Be Big For Brands [View article]
    Just what people need. Who is going to put buttons all over the house, its antiquated and beyond ridiculous.
    Perhaps they'd be fine in a low end Toll bros development home, but no high end homeowner is going to put this in a multi million dollar residence.
    I store all my internet shopping needs in a favorites file and its just as easy to go there and order what I need from mty computer, ipad, phone or Surface Pro 3.
    I imagine Dash will be a novelty for non thinking amazon users who blindly buy there before checking other sources and prices elsewhere.
    Apr 1, 2015. 01:46 PM | Likes Like |Link to Comment
  • Why Apple TV Is Fighting For Survival [View article]
    @ericlodewijk. While my tv's all have a built in Netflix app, I much prefer the interface for Netflix on my apple tv. Thus, I have four apple tv's hooked up.
    There is also some great free programming that comes on apple tv such as crackle.

    I experience no streaming issues you mention and find apple tv works flawlessly- far superior to Amazon. And unlike amazon, apple isn't constantly sending me ads and forcing merchandise down my throat through hard sell tactics.

    I'm looking forward to the new apple tv.
    Mar 24, 2015. 12:32 PM | 8 Likes Like |Link to Comment
  • FAA gives go-ahead for Amazon drone tests [View news story]
    Bezos is a headline master. Fedex did a massive study on drone delivery years ago, long before Bezos.
    If amzn ever delivers with drones, it will be for very small items and wont move the needle for lower shipping costs. If it becomes viable, every vendor will be employing them.
    One can only imagine the problems associated with drone delivery. I sure many will be reported missing in action. I certianly would not want these flying around my home.
    Mar 20, 2015. 11:13 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
523 Comments
1,419 Likes