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Analemma  

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  • A Seriously Siri-Less Apple
    Oct. 1, 2014 AAPL 102 Comments

    Summary

    • Siri could soon be lost to Samsung with an impending deal.
    • Carl Icahn owns 20% of Siri host, and seems to want to sell.
    • If Apple loses their voice, they lose the war of the wearables.
  • Apple: Leaving Everything To Be Desired
    Sep. 26, 2014 AAPL 374 Comments

    Summary

    • Apple growth is stalled and nothing was released this year with any chance of resuming growth.
    • Vanishing subsidies will put into focus price difference in iPhones and erode Apple's pricing power.
    • The crutch of buybacks and dividends will fail to continue to prop up stock and double-top on chart will hold.
    • Apple Pay will not contribute anything of significance to bottom line.
    • Apple Watch is all bark and no bite, helper phone requirement makes it a very expensive accessory.
  • You Can Live Without This Biotech CEF
    Sep. 23, 2014 HQL 17 Comments

    Summary

    • HQL has underperformed IBB over multiple time frames.
    • Questionable motivation with recent secondary offering.
    • Additional unnecessary risks make IBB the better choice.
  • Don't You ... Forget About Nuance
    Sep. 15, 2014 NUAN 61 Comments

    Summary

    • Voice ads are on the rise and could be a major hit.
    • Capitulation bottom late last year is confirming and current entry is hard to beat.
    • M&A highly probable.
  • Speaking Of Earnings, Here's What To Watch For With Nuance
    Jan. 30, 2014 NUAN 21 Comments
  • Now Hear This: It's Nuance's Time To Climb
    Dec. 18, 2013 NUAN 20 Comments