mikeb85
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Quote: Originally Posted by sog35 But their gross margins are HORRIBLE. I still don't understand how they get away with misleading profit and loss statements: 61 Billion sales 46 Billion cost of sales 25% gros…
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Quote: Originally Posted by sog35 But how long is eventually? How long can markets stay irrational? Months, years, or decades? i think Amazon's decade of irrational valuation is about to run out. Their revenue growth…
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Quote: Originally Posted by sog35 Then the 1999-2000 bubble was rational? Was Toilet.com worth 20 billion dollars? According to you even those worthless .com companies had real value since the market is ALWAYS rational. …
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I think RIM Blackberry will do well with this. I know more than a few people that miss their Blackberries after converting to iOS or Android, and would jump at a QWERTY/touchscreen phone with a modern OS and cool apps. Blackberry's stock is tank…
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Quote: Originally Posted by Marvin Can you use those two terms to describe the same thing? You can make an informed bet but it doesn't make it entirely rational. I guess it does depend on your precise definition of rational, whi…
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Quote: Originally Posted by Marvin If the share values were tied to earnings they could, which is what I was suggesting. Right now they aren't, which is pointless because people are just trading on the perception of worth. It doesn…
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Quote: Originally Posted by sog35 "I'm just trying to illustrate why the market moves the way it does - because it is entirely rational." That's the most ridiculous thing I've read in a while. You cannot seri…
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Quote: Originally Posted by jragosta No, it's not rational. AAPL is better in virtually EVERY financial parameter. The future guidance for AAPL is better. Apple has a defensible position - and has recently made a major push …
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Quote: Originally Posted by jragosta In the end, it doesn't matter WHAT metric you use. AAPL is far better than AMZN. Earnings, P/E, price/book, price/sales, price/equity, growth rates, profitability, virtually any metric you could…
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Quote: Originally Posted by jragosta Sure. Let's look at balance sheets: AMZN Total assets: $25 B' Total liabilities: $18 B Shareholder's Equity $8 B Market cap: $118 B (14.7 times Equity) Book value per s…
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Quote: Originally Posted by Marvin Amazon does have that perpetual attractiveness to a massive variety of shoppers so I can see why people would be positive about it but it would surely have to show signs of making a massive profit. I …
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Quote: Originally Posted by Marvin Share price should be directly tied to company earnings. If a company is doing well, they don't need the investment so it doesn't matter if the buy price is high. If a company is struggling, their sha…
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Quote: Originally Posted by jragosta Sure. Let's look at balance sheets: AMZN Total assets: $25 B' Total liabilities: $18 B Shareholder's Equity $8 B Market cap: $118 B (14.7 times Equity) Book value per s…
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Quote: Originally Posted by jragosta Yes, but it's a question of how long one must be patient for. AMZN's P/E has been stratospheric for years - which means that the investors keep telling themselves that it's going to get b…
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Quote: Originally Posted by rcfa And brokerage houses are complicit in it, e.g. by changing the margin requirements in the midst of it, say by lowering the house margin requirements from 40% to 35% and forcing people to sell stock in t…
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Quote: Originally Posted by tkell31 I wonder what Barnes and Noble and Best Buy would say about that? I wonder why people say it is real threat to MC and VISA? It generates half the revenue of Apple at one quarter the market ca…
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Quote: Originally Posted by Michael Scrip They'll make it up in volume But seriously... that's one concern I've had about Amazon ever since the original Kindle Fire. They're not making much money (if any) on the Kind…
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Quote: Originally Posted by jragosta That was my point. In this case, it looks like a valid trading strategy for them to make more money (because they'd pay out less on the bonds and more than make up for the loss on the stock). …