My Trefis
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- Activision... ATVI
- Adobe ADBE
- Amazon AMZN
- AMD AMD
- Apple AAPL
- Bank of Ame... BAC
- Barclays BCS
- Boeing BA
- Citigroup C
- Costco COST
- Credit Suis... CS
- Deutsche Ba... DB
- Disney DIS
- Electronic... EA
- Facebook FB
- Google GOOG
- Home Depot HD
- HP HPQ
- Intel INTC
- JPMorgan Ch... JPM
- LinkedIn LNKD
- Lowe's LOW
- Microsoft MSFT
- Nasdaq OMX... NDAQ
- nVIDIA NVDA
- Qualcomm QCOM
- Royal Bank... RBS
- Shutterfly SFLY
- Target TGT
- UBS UBS
- Wal-Mart WMT
- Walgreen Co... WAG
- Yahoo YHOO
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Disclosure. I own ZIP:
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument. [ less... ]
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument. [ less... ]
Disclosure. I own ZIP:
Plus: The competition validates the business model.
Minuses: As Cramer said, no barriers to entry, which challenges profitability. I don't see a refutation of this argument.