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  • Michael Kors' Aggressive Expansion Strategy [View article]
    "The figures indicate that Michael Kors' management is unable to effectively handle the immense sales growth and successfully transform that growth into its gross and operating earnings."
    -Its funny how two different people can look at the exact same set of numbers and draw vastly different conclusions from them. Looks to me like MK has grown Gross Margins and Net Margins every year you have listed there in your table.
    Jul 21 02:36 PM | 7 Likes Like |Link to Comment
  • Michael Kors lower after Sterne warns on margin pressure [View news story]
    Huge Buying Opportunity, I was a buyer at $87 and then again at $90. Doubling up at $80... Next Earnings release Aug. 5th, this seems incredibly overblown.. These rating agencies are sheep.. 1 price target cut and all of a sudden everyone needs to revise their thesis.
    Jul 15 02:15 PM | 1 Like Like |Link to Comment
  • Peabody Energy Is Awaiting The Coal Market Rebound [View article]
    I agree that BTU is a good long-term play. However, I disagree that "in the coming years there will most likely be a U.S. coal market rebound." The U.S. is one of the most environmentally concious countries in the world, it has been shying away from Coal for some time now, not because of its price, but because of the effect it has on the environment. In addition, the U.S. has discovered vast amounts of Natural Gas, which is both cheaper and better for the environment and will continue to be used as an alternative to Coal.
    The reason I'm Bullish on BTU, is because of their Australian Mining Operations, which are poised to grow as it exports to India and China (40% of China's Coal imports come from Australia), who's imports of Coal increased 25% and 59%, in 2012 respectively. These two countries will be the main importers of Coal in the next 10 years and beyond and should have been the focal point of this article. Demand in these countries is increasing at double digit rates annually, as they both continue their process of urbanization and supplying energy to their enormous populations. This is the Future of Coal, NOT a 'possible' U.S. market rebound.
    Jun 20 09:47 AM | 4 Likes Like |Link to Comment
  • Fiscal Cliff Dead Ahead For U.S. Stock Market [View article]
    Great Article, no fluff only facts. Do you have any GLD stock recommendations? -I'm currently a holder of SAND, which I recommend.
    Nov 1 09:51 AM | Likes Like |Link to Comment
  • More on Apple: Jefferies, which has already written extensively about Apple's (AAPL) TV ambitions, argues recent comments from LCD industry firms suggest an Apple set could arrive later this year. While LCD panel and glass makers are cutting TV unit forecasts, they're also guiding for Q/Q increases in panel/glass sales. Moreover, AU Optronics (AUO) said on its Q1 call the TV market will see "new entrants and technologies" arrive in 2H.  [View news story]
    Is GLW the producer of Apple's LCD TV glass?
    Apr 29 02:24 PM | Likes Like |Link to Comment
  • Status Update: Facebook Checks In At SEC For $5B IPO [View article]
    I completely disagree Rummeljordan. Get with the times. FB connects the world. A replacement to face-to-face interaction?? Not really. How about people who don't live in the same country as you? And I'd have to say that Twitter is definitely the social medium that 'takes gossip to a whole new level' not FB.
    Feb 2 07:56 AM | Likes Like |Link to Comment
  • Though Maxim increases its price target on shares of Sina (SINA -0.7) (previous), it's a resounding Sell rating that's the headliner from a note out to Maxim clients penned by Echo He. The analyst doesn't believe that fundamentals and Weibo's excessive valuation have changed the outlook for SINA - even with the rosy glow from Facebook's IPO spilling across the sector. [View news story]
    I hope ur wrong, Mr. Echo He.
    Jan 31 11:42 PM | Likes Like |Link to Comment
  • Sina (SINA +5%) shares are upgraded to Overweight at J.P. Morgan, which contends a selloff prompted by China's new rules requiring users of its Twitter-like Weibo platform to register with their real names is overdone. Weibo had 250M users in November, up from 200M in August, and Sina has started to target ways to monetize the site, the analysis says.  [View news story]
    When will SINA start seeing profits from Weibo?? .. or at least revenue?
    Jan 13 02:14 AM | Likes Like |Link to Comment
  • Desparate to lift weak DVD sales, Time Warner (TWX) has strong-armed Netflix (NFLX), Redbox (CSTR), and Blockbuster (DISH) into doubling their wait time for offering new DVD releases via their rental services to 56 days, in exchange for maintaining the right to purchase DVDs from Time Warner at wholesale prices.  [View news story]
    waiting an extra 28* days.. and I agree, at first when I read this it did appear to be a nail in the coffin, but given NFLX's constantly increasing costs; wholesale prices and lower costs may in fact be a good thing for the company.
    Jan 6 02:00 AM | 1 Like Like |Link to Comment
  • Merkel + Bernanke + China = Buy Baidu, Sina, Ford [View article]
    While I understand your recommend to Buy BIDU & SINA in light of the Chinese Governments move to lower their banking reserve requirement. Because this essentially will stimulate lending and could cause the Chinese economy to experience growth, thus translating into hefty capital gains for these two Chinese Tech Leaders.
    I do NOT however understand your Buy rating for F. F is still extremely exposed to the Eurozone, which is still on the verge of a crisis, and on top of this F has not come out with positive news (although its rumored their Y/Y november sales will increase 9%). As soon as more Bad news comes out of the Eurozone, this stock will surely once again get Punished! Thus, I recommend NOT buying at this $10+ level and instead wait till the Eurozone situation/solution becomes more clear and try pick up the stock at the low $9 levels.
    Dec 1 10:53 AM | Likes Like |Link to Comment
  • Sina (SINA +3.7%) shares bounce back after yesterday's slide on rumors of an impending report from Muddy Waters, but at least Bill Bishop believes its books are clean: "There is a lot of value in both Sina’s core business and in Sina Weibo... at some point Sina shares could be a terrific bargain, assuming management can rebuild confidence with investors." A big if.  [View news story]
    SINA has an incredibly strong and growing customer base in China. It is considered the Twitter/Facebook of China and has a dominating presence, when the market bounces back into positive territory, expect this stock to jump to high $80's levels.
    Nov 30 08:38 AM | Likes Like |Link to Comment
  • Sina Posts Massive Loss On Impairment Charge [View article]
    Does SINA have any plans of lessening its exposure or divesting in CRIC and Mecox Lane Ltd??
    Nov 11 01:05 PM | Likes Like |Link to Comment
  • Sina (SINA -7.9%) dips despite beating Q3 estimates, as its net profit swings to a loss due to heavy write-downs and higher expenses. Gross margin fell to 56% from 60% a year earlier.  [View news story]
    Sina's Margin has dropped to 56% due to increase costs from regulatory pressures forcing them to hire more employees to regulate their Weibo network, although their margin has dropped it should be noted that their top line has in fact increased 20% y/y coming in at $130.3 million. It is the heavy write-downs however that caused the bears to rally. Thus I ask, what were these write-downs for? If repayment of debt & balance sheet restructuring are the reasons then I feel inclined to Buy SINA based on market over-reaction, however, if the write-downs are of any other context then I welcome the bears to humbly come into market. ..Further insight also welcome
    Nov 9 01:19 PM | Likes Like |Link to Comment
  • More on Coca-Cola's (KO) Q3 report: Worldwide volumes +5% Y/Y (4% exc. new brands). Coca-Cola brand volumes +3%. Volumes for still beverages (juices, teas, etc.) +9% Y/Y. India saw 19% overall volume growth, and China 11%. European volumes were roughly flat, with revenue growth driven by currency benefits. KO -0.3% premarket. (PR)  [View news story]
    Despite KO's strong Earnings Report of $1.03 EPS vs. an Analyst estimated $1.02, KO's share price has slightly faltered rather than appreciated. Anyone have any insight as to why this may be the case? Although, I have a feeling that the market will correct itself in the coming few days and KO's share price will rise to around $70/$71, I am still unsure what warrented this drop in stock price. My hunch is that the market is letting overall Bearish sentiment hinder KO's Intrinsic valuation, potentially creating nice profitable entry levels for investors arriving late to the Positive KO Q3 Earnings Party.
    Oct 18 01:34 PM | Likes Like |Link to Comment
  • Ford (F) Sept. U.S. sales: +9% to 175,199 vehicles, vs. Edmunds expectations of +11%. Cars down 9% - Escape +41% to 20,225; Fusion +23% to 19,510. Utilities up 23% - Explorer +204% to 11,336. Trucks up 15% - top-selling F-Series pickup +15% to 54,410. (PR)  [View news story]
    While the car segment seems to be the only segment that has declined for Ford, the market is definitely Bearish, whether its the F stock itself or simply just the sentiment of the overall market right now is hard to know exactly, but I advise for all investors holding a position in F to get out, Unless you plan to stay in for the Long-Term. Today with the release of their auto sales report (9% growth compared to Edmonds 11% expected) an extremely Bearish Market got the dissapointing news it soo badly wanted and the stock shortly after dropped. Even though every other segment grew significantly. I knew I had to get out of my F position at $9.68 and cut my losses [I had established a Long position at $10.01 anticipating a strong auto sales report].

    The market seems to be feeding off of any negative news they can acquire, even GM's positive news of 20% growth reports compared with Edmonds 19% estimate saw a decline in overall stock price.

    Ford has withstood adversity in the past and will definitely thrive once the Market bounces back. All of their segments have seen great growth (except Car segment) and despite not meeting sales goals, they are still performing extremely well in comparison to last year. I advise the 'intelligent investor' to simply wait out the current market, prices will go lower and will get more and more attractive as they fall. Remember auto's are cyclical and Q4 is a Big quarter. Buy at the market bottom, hard to determine, but Profitable to do.
    Oct 3 06:35 PM | Likes Like |Link to Comment