mkreisel

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  • Firefox Browser Share Tops 20% in November; Microsoft Still Number One
    Microsoft is the IBM of 1988. The day of reckoning will come in a few years.

    Bill Gates knows this, and he's bailing out before his own creation destroys his legacy. That's also why he's selling MSFT like there is no tomorrow.

    When was the last time Microsoft delivered any decent product? One can feed off a monopoly only for so long.
    Jan 04 22:52 pm |Rating: +4 0 |Link to Comment |View article
  • Cash Is Not Yet King When it Comes to Market Performance
    I think linking one month stock performance with any fundamental metrics is quite bogus. The number you quoted for BRK.A is also wrong: the 106 billion number must include all equity investments that went down the drain during Q4.

    If the author can't get this kind of basic facts right, I have to question the entire premise of this article.
    Dec 31 18:43 pm |Rating: +2 -1 |Link to Comment |View article
  • Is the Microsoft Empire Cracking?
    MSFT in 2008 is more like IBM in 1988.
    Dec 09 23:31 pm |Rating: +1 -1 |Link to Comment |View article
  • Is the Nasdaq the New Dow?
    In the tech sector, disruptive startups are usually the biggest threats to incumbents and long term investments.

    But after a depression, most of these outfits should be wiped out and incumbents with large cash hoard should be able to pick best talents and technologies at very low cost.
    Nov 29 20:29 pm |Rating: 0 0 |Link to Comment |View article
  • Is It Time for Apple to Buy Back Some Shares?
    Usually when analysts are clamoring for share buybacks, it means their clients (usually big fund managers) want to unload their shares.

    Share buybacks only make sense if the stock itself is dirt cheap. Is AAPL cheap?
    Oct 29 19:02 pm |Rating: 0 0 |Link to Comment |View article
  • Apple & Google: A Detailed Comparison
    Google's biggest concern: keyword advertising matures and no new successful ventures => growth slows, valuation collapses, and good employees bail out.

    Apple's biggest concern: Steve's health and resurgent competition. Windows PC had already squashed Apple's dominance once, so there is no guarantee that they wouldn't do it again. I have noticed that Dell has improved a lot over the past year or so.
    Aug 19 22:44 pm |Rating: +1 0 |Link to Comment |View article
  • Apple & Google: A Detailed Comparison
    You can't compare Apple and Google, it's just as silly as comparing Dell to Washington Post.
    Aug 19 22:39 pm |Rating: 0 0 |Link to Comment |View article
  • Foreign Markets Power Top Tech's Growth
    This is a terrible fund.
    Jul 02 19:36 pm |Rating: 0 0 |Link to Comment |View article
  • Apple's Leap from Mediocre to Marvelous
    I fear for Steve's health.
    Jun 26 23:09 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Will Flourish With or Without Steve Jobs
    AAPL without Jobs is strong short.

    You have no idea what caretaker CEOs can do to companies that need innovations to survive.
    Jun 22 14:46 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Execs Sell Big Blocks of Stock, But Don't Read Too Much Into It
    Steve Jobs sold half of his AAPL in June 2006....

    Turned out to be a bear trap.
    Mar 27 17:23 pm |Rating: 0 0 |Link to Comment |View article
  • Air T vs. Apple? Not Even Close
    Well, if you take a P/E=10 company and assumes 20% annual growth for the next 10 years, of course it will look undervalued at current price.

    But what are the odds of that happening? Do you think the market is really that inefficient and stupid?

    Thus your comparison is bogus. If you want to illustrate the virtue of low P/E stocks, Coach and Starbucks are far better candidates.
    Feb 07 22:09 pm |Rating: 0 0 |Link to Comment |View article
  • A Closer Look at Apple Stock
    DCF is just that: garbage-in and garbage-out.

    For high growth companies, it's quite useless.

    When you can't get the basic business assumptions right, your growth rate assumptions are completely meaningless.

    To value AAPL, one must follow its progress in its product lines and determine a suitable multiple for that progress. No one, including Steve Jobs, will be able to forecast where AAPL will be 5 years from now (if he did, he would not have converted his options into restricted stock units in 2003 and thus forfeited at least $2B in profits). Terminal growth rate for AAPL? Gimme a break!
    Feb 05 23:40 pm |Rating: 0 0 |Link to Comment |View article
  • The Bear Market is Here
    Whoa!!! This guys is a great contrarian indicator!
    Dec 01 15:35 pm |Rating: 0 0 |Link to Comment |View article
  • When Bad Strategies Outperform
    The so called "value investors" more often than not are stuck in value traps, driving their portfolios through rear-view mirrors instead of windshields.

    For small investors, who enjoy excellent liquidity, momentum (both earning and price) investing is really the best way to go, as long as they know how to control the downside and take profits.
    Nov 15 00:10 am |Rating: 0 0 |Link to Comment |View article

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