Bret Kenwell
Bret Kenwell
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ConocoPhillips: A Smart Way To Trade Oil [View article]
Hope this helps you,
Bret.
The Solution For The Eurozone Debt Crisis Is Actually Quite Simple [View article]
Ford: Examining The Inner Workings Of The Inner-Worker [View article]
Thank you all for the nice words and comments. I appreciate them a lot! :-)...Seriously, very glad you guys decided to say something!
-Bret
A Lower-Risk, Lower-Reward Strategy For Gaining Exposure To Apple [View article]
It's all personal preference, honestly. I have gone long shares of Apple, but not in my IRA. For my IRA I wanted something with less volatility. Perhaps your view is different, which is fine.
As the comment above states, "The best way to invest in Apple, is to invest in Apple."
Clear and to the point, and I agree to an extent. But after thinking and researching, I decided to go with the QQQ fund. With a heavy influence from Apple and a solid influence from Google, Amazon and Qualcomm for the diversification.
I'm long both, just in separate accounts. It's not something that everyone will appreciate, but is a viable strategy for much more conservative investors.
Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
Is growth slowing? Sure, it's right there in the numbers. But did Apple just sell 47 MILLION iPhones and 22 MILLLION iPads last quarter?!
Yes! The growth is slowing and I magnified that in the article. But just because a car is going 200 mph and is now going 180 mph, doesn't mean it is slow, just because it has SLOWED down.
I think it's foolish to be unloaded shares in this level. Completely foolish. Between the cash on hand, future products/markets and the deeply undervalued state of Apple, I'm certainly a buyer.
It's a case of lower-risk, higher-reward. Appreciate the alien-oriented comment :)
Bret
Why I Bought Apple At $460.68 And Why I Expect To Make Money On It [View article]
That's a fair window for estimating. I think the big problem is the chips that they need. Qualcomm is working on them, but some analysts don't expect them to be ready until second half 2013.
Thanks for the input!
Bret
McDonald's Or Yum: Which Belongs In Your Wallet? [View article]
I have not had a chance to look through the conference call, but at these levels, with some 'back of the envelope' number crunching, I think a long-term position would be good @ 60.
MCD and YUM are too excellent long-term hold. McDonald's is more fundamentally solid, while Yum! has good growth prospects. I might start looking at a position too!
McDonald's (MCD +0.6%) could put in an ugly couple of quarters as it heads into tough comparables, warns RetailGeeks. The group sees revenue slipping 0.3% Y/Y for McDonald's during Q4 with restaurant margins lower in the U.S. and global divisions. [View news story]
Apple: Where Do Shareholders Go From Here? [View article]
Like I said, sentiment is negative everywhere you look. I think Apple recovers from this. I wrote about that last week. But with a crack of $500, the charts look pitiful. I wouldn't sell, I wouldn't add (unless it's at maybe $450 or lower) until the earnings report/conference call.
Appreciate the comments!
Bret
Apple: Where Do Shareholders Go From Here? [View article]
I wouldn't say it's full on bullish, but it certainly is slightly bullish. I would wait for the earnings report to see what's really going on. But I think Apple has a ton a potential when (not if) a deal gets done with China Mobile.
Maybe I'm wrong, but I don't see why the Chinese wouldn't want the iPhone, as many seem to suggest -- for whatever reason.
Thanks for the comment,
Bret
McDonald's: Don't Give Up On The Fast Food King [View article]
I really, really like selling puts, especially to gain assignment. I think it is one of the better ways to get your shares (most of the time). You seem to know what you're doing, so don't take this as an 'insult' or petty advice, but it's best to sell options with 30-45 days left.
Again, don't take it the wrong way, but it's typically the best way to do so. You just get the most 'bang for your buck' in terms of time decay. That's all.
If you do have questions, I'd love to help :)
Thanks for the comment and I agree with your strategy!
Bret
A Growth Portfolio For Today's Markets And Beyond [View article]
I really like Panera too. I think they have a great long-term outlook. I'm also thinking about Nike (NKE) but don't a position in that either. My next few articles will focus on my core/hybrid section...names like MCD, DIS and KO.
Thanks for the comment Joe! And seriously, we need a SAG etf ! haha :)
Panera Bread Company: Is The Growth Sustainable? [View article]
Visa Or MasterCard: Which One Belongs In Your Wallet? [View article]
Visa Or MasterCard: Which One Belongs In Your Wallet? [View article]