EBAY Stock Forecast: Why eBay Remains Relevant

April 25, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I am again endorsing eBay as a buy for investors who like the growing $3.45 trillion retail e-commerce business. This company’s stock is also relatively undervalued.
  • I went long on this company because eBay is still a worthy alternative to Amazon.com for online shopping. The GMV in the United States is dropping but eBay’s international GMV is growing.
  • The online auction industry is also growing at 7.2% CAGR. eBay remains the world’s top online auction site. It has 180 million active buyers and 25 million sellers.
  • Q1 earnings showed eBay still touts a growing number of active buyers. This is helping eBay post year-over-year growth in EPS and revenue.
  • StubHub, Classifieds, and Payments business segments are also growing.

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Disney Stock Forecast: Raise Your Bets On Disney

April 25, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My last buy recommendation for Disney’s stock was in April 2018. The stock now has a 1-year price return of +35.47%.
  • I reiterate DIS as a buy. Going forward, the Marvel and Star Wars assets remain infinite gold mines. Disney is the no.1 player in the $200 billion global IP licensing business.
  • The latest Avengers movie will break global theater gross sales. Further, this Marvel franchise movie will generate more sales from IP licensing.
  • Disney’s stock has a P/E valuation higher than the average ratio of its peers. Going forward, Disney’s library of movies, brands, TV shows, makes it the King of Entertainment.
  • The upcoming launch of Disney Plus paid streaming service is another inspiring tailwind for Disney. Maybe two years from now, investors will value DIS like NFLX.

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Quantitative Trading: Has Quant Trading Become Outdated?

April 24, 2019

The article was written by Jordan Klotnick, a Financial Analyst at I Know First. He graduated from Monash University with a Bachelor's in Business - Majoring in Marketing.

Quantitative Trading

Summary 

  • What is Quantitative Trading?
  • Quant Trading vs Managed Funds
  • Artificial Intelligence
  • I Know First and Hedge Funds

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IBM Stock Prediction: How IBM Cloud Can Attract More Customers

April 21, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Based on its First Quarter 2019 earnings report, IBM continues to suffer from declining revenue.
  • IBM’s cloud computing business is not growing fast enough to offset the decline in mainframe hardware/software.
  • Management should consider buying Corel Corporation so it can compete better against enterprise SaaS leaders Microsoft and Adobe.
  • Corel has software products which can compete against Adobe Creative Cloud and Office 365.
  • After buying Corel Corporation, IBM can rename and market CorelDraw, CorelCAD, and WordPerfect suites as SaaS-only products.

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QCOM Stock Prediction: Why Qualcomm Won Its Patents Licensing Dispute Versus Apple

April 17, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My August 2017 prediction came true yesterday. Apple surrendered and settled its modem-related legal dispute with Qualcomm.
  • Qualcomm shot up 23% during after-hours trading after the April 16 announcement that Apple and Qualcomm completed an out-of-court settlement of their legal battle.
  • Apple has tons of cash. It can afford to fight years-long of litigation against Qualcomm. Unfortunately, Apple’s current smartphone modem supplier Intel is a laggard in 5G modem design.
  • Qualcomm previously refused to supply its 4G modems to 2018 iPhones. Apple got scared that Qualcomm will again refuse to supply its 5G modems to 2019 and newer iPhones.
  • Apple had to capitulate and settle with Qualcomm so it can protect its iPhone business. 5G connectivity is the emerging de facto requirement for luxury smartphones and tablets.

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NVDA Stock Forecast: Why The $129 Jetson Nano Is An Important Tailwind For Nvidia

April 16, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • I Know First still touts a very bullish 12-month market trend forecast score of +345.89 for Nvidia’s stock.
  • This is in spite of NVDA’s 38.35% YTD price return.
  • This hyper-optimism of I Know First must be due to the undisputed leadership of Nvidia in GPU-centric  Artificial Intelligence hardware and platforms.
  • The recent launch of the $99 Jetson Nano Developer Kit and $129 Jetson Nano Module likely made Nvidia the early leader in edge AI computing.
  • The Jetson Nano Module has current commercial/industrial applications. For example, this $129 Nvidia edge AI hardware can be marketed in the fast-growing training and video surveillance industries.

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Algorithmic Trading vs Mass Psychology

April 15, 2019

Tomer Solel is a Financial Analyst at I Know First. He graduated from Cal Poly Pomona with a bachelor's degree in applied mathematics.

Algorithmic Trading vs Mass Psychology


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