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Neonode, Inc. Message Board

nicklausw 14 posts  |  Last Activity: Jul 30, 2014 4:43 PM Member since: Jun 21, 2012
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  • Reply to

    Let's See-Spending a billion in India

    by a_girl_in_black Jul 30, 2014 4:29 PM
    nicklausw nicklausw Jul 30, 2014 4:43 PM Flag

    Maybe you should offer your services to Amazon as a Strategic Advisor specializing in India. Guessing they haven't done the research that you've done.

  • Reply to

    Why Amazon is a sell

    by etbob1 Jul 30, 2014 10:45 AM
    nicklausw nicklausw Jul 30, 2014 4:30 PM Flag

    The reason is because etbob1 is obviously much much smarter than those hacks from last year or the year before.

  • Reply to

    Selling is done

    by penystoc Jul 29, 2014 7:16 PM
    nicklausw nicklausw Jul 29, 2014 9:18 PM Flag

    Back up the Brinks truck baby, this one is a sure thing. Like taking candy from a baby.

  • nicklausw nicklausw Jul 29, 2014 5:51 PM Flag

    maybe, but not unless Revenues stall badly in my opinion. I doubt earnings misses would do it. Yearly revenues would be above market cap at $150 price which would be a first for Amazon I'm sure.

  • nicklausw by nicklausw Jul 29, 2014 4:59 PM Flag

    Funny how most of this board thinks its so obvious a downturn or collapse is coming based on crunching a PE ratio. As if they've descovered some arbitrage situation. Its entertaining reading how people try to convince themselves and others that they've figured out what will come next which is an impossible feat. So called experts were saying Apple was destined for $1000 when it was peaking at $700 a few years back and 6 months later is was below $400. If they can't predict the future what makes you think you can

  • nicklausw nicklausw Jul 29, 2014 3:56 PM Flag

    I would suggest you throw some serious cash on a $50 strike price put for a year or two out... make a fortune.

  • nicklausw by nicklausw Jul 28, 2014 6:44 PM Flag

    People have been bashing this stock for years with the same arguments around investing 101 metrics and ratios with readily available public information. The track record isn't good so why is this time different. Let me guess, you aren't the same people from 3 months ago calling an imminent collapse before this ran up to $360 or the same people calling for an imminent collapse 3 years ago at $200.. you are much smarter I'm sure. Only one thing is certain and fact.: An investor would have realized much better returns in the last few years doing exactly the opposite of this boards sentiment. Keep trying to rationalize to yourself that you can predict whether a coin flip will be head or tails..good luck with that.

  • Reply to

    What nobody is discussing is margins !

    by shivering_gums Jul 28, 2014 12:41 PM
    nicklausw nicklausw Jul 28, 2014 4:09 PM Flag

    Gross margins are increasing basically every quarter., they are just investing heavily in R&D. My guess is that if Amazon investing in R&D levels similar to Walmart they would e be turning a hefty profit (just a guess).. Go ahead and try to come up with rational as to why your trade will be successful to alleviate the stress of the uncertainty around the market or this stock. I'm sure I could have found exactly your logic in a post years ago when the stock was $200 a share. What will happen to any stock over a few week or couple month time period is just a coin flip. If it was that easy to crunch some values from public information and make obvious trades and easy cash... wouldn't everyone be a winner. If it comes up right for you than I guess you can look back and claim you nailed it on the head.

  • Reply to

    great business. it just insane valuation.

    by ginjomushi Jul 26, 2014 2:53 PM
    nicklausw nicklausw Jul 26, 2014 10:07 PM Flag

    Why do you think they aren't making money because of their price points? Their gross margins are growing every quarter. They are just investing heavily in R&D. If they decided to set their ambitions at online Walmart and invested at Walmart levels of R&D they'd be turning a substantial profit. If someone believes their time is valueless and wants to waste gas and time heading over to Walmart to save $10... they'll never be Amazon customers. That's not to imply anything about Amazon stock price... Amazon the company vs Amazon the stock are two different arguments.

  • nicklausw by nicklausw Jul 25, 2014 11:46 AM Flag

    Interesting to me how sensitive the stock price is after this earnings announcement. What has really changed:
    - Strategy of reinvesting cash back into business to grow Rev is not new
    - I doubt that the earnings miss was performance related in any way. Amazon could have easily met the street’s earnings estimates by scaling back some on reinvestment without affecting sales for this quarter ($50M less earnings than expected on $19B sales isn’t staggering)… Amazon would probably argue it would put growth trajectory at risk several years down the road
    - So probably no change to performance, no change to overall strategy.. just surprise on aggressiveness of reinvestment strategy.
    - Gross margins grew so doesn’t appear that they are resorting to cutting prices to drive Rev
    - If the return on this reinvestment doesn’t bear fruits in the form of continued Rev growth than that would be an indication of misguided strategy or performance
    - This stock may be volatile but if economies of scale, efficiencies and customer satisfaction are their competitive advantages.. they aren’t the easiest areas for competition to gain ground in the long run.

  • nicklausw nicklausw Jul 25, 2014 12:27 AM Flag

    "Read my lips" in a written post. With a start like that no place to go but down.

  • Reply to

    FIRE Phones to the rescue

    by reallydumbposts Jul 24, 2014 11:52 PM
    nicklausw nicklausw Jul 25, 2014 12:17 AM Flag

    Going with a 90's classic "not"... you go girl

  • Reply to

    float

    by penystoc Jul 22, 2014 9:11 PM
    nicklausw nicklausw Jul 22, 2014 11:34 PM Flag

    Interesting, I bet you posted the same thing in early 2012 when there was a steep sell off from $250 to $180 in late 2011 followed by a rally and then of course the implosion. The stock market is so predictable.

  • nicklausw nicklausw Jul 22, 2014 11:01 PM Flag

    Hmmm, well they haven't reported significant earnings for many years and yet investors with much more money than you and me continue to invest and push price up. If your time is worthless and you want to spend two hours getting on your bike and riding to Walmart to save gas and save $10 on cheaper stuff... then Amazon isn't for you.

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