secularinvestor

Article Comment

secularinvestor commented on an article. 4:49 PM

Barratt Developments Confirms Forward Sales up 29%

The UK housing market is still at an early stage of recovery, leaving huge headroom for UK house builders to grow sales and margins.

The UK Government is fully committed to continue to stimulate and support the

[more]

Article Comment

secularinvestor commented on an article. 5:48 AM

Is the iPhone Killer Finally Here?

The Galaxy S4 is no game changer. Most of the new features are just software. It is doubtful that a screen 0.2 of an inch bigger is likely to persuade many to change to the S4 who had not previously changed to the S3.

[more]

Article Comment

secularinvestor commented on an article. 8:26 PM

Apple's Growing in India, but Can It Continue?

Wow! That is an astonishing achievement by Apple to have gone from nowhere to take second place in India and capture 15.6% of smartphone revenue in just a few months.

It just shows the pent-up demand for iPhones

[more]

Article Comment

secularinvestor commented on an article. 8:13 AM

My Two Top Stocks: Panera Bread and Baidu

Thanks Kevin,

I believe QIHU's threat is over hyped.

BIDU are very strong in online search with around 78% market share and 480,000 large and SME advertising customers *(compared to QIHU

[more]

Article Comment

secularinvestor commented on an article. 12:21 AM

My Two Top Stocks: Panera Bread and Baidu

There has been much misinformation about BIDU's competition from QIHU.

In fact most of QIHU's rapid search growth has come from them launching their own search engine in August 2012 and then diverting search

[more]

Article Comment

secularinvestor commented on an article. 4:17 PM

Is Apple Still One of the Best Values on the Market?

@ Utekal

"Your numbers don't add up ..."

Well spotted, but they aren't my numbers but Canaccord Genuity's numbers.

The reason Canaccord's numbers don't seem

[more]

Article Comment

secularinvestor commented on an article. 7:11 AM

Is Apple Still One of the Best Values on the Market?

Andrew Tonner is quite right about Apple being incredibly undervalued and makes a great point about the huge competitive advantage of Apple's eco-system and its renowned stickiness.

A problem Apple has is that

[more]

Article Comment

secularinvestor commented on an article. 2:55 PM

Apple's iPhone 5 Becomes Top-Selling Smartphone In the World

This is yet more evidence of Samsung's false claims about the Galaxy being "the worlds best selling smartphone".

Samsung habitually exaggerate their claims. In Court last year their own evidence proved

[more]