I respected your opinion until you said the Apple "ecosystem" is a disadvantage. This attribute is the very backbone of the Apple brand and it's stickiness as some call it. Can you elaborate on why what has been Apple's strongest concept will be its undoing?
Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. [View news story]
When will they learn investors don't approve of these sweetheart deals or anything with that possibility
Linn Energy Faces Yet Another Bear Attack [View article]
Barrons is rediculous in their price target proclaimation. If Linn was trading at $18.17/share as they feel it should, it would yield over 16%!!!!! What a joke.
Linn Energy: Don't Believe The (Negative) Hype [View article]
Isn't it interesting that the bearish article was released over the weekend, almost in perfect timing with the X-date which was Monday? Monday was destined to be a down day for the stock, and the article was seemingly designed to enhance this natural decline due to this dividend qualifying date.
A Sane Response To Some Of Apple's Insane Criticisms [View article]
Let's face it- no future CEO will ever equal that of Steve Jobs. Kind of like comparing the movies Jaws or Predator to their sequels, we will always hold the first one in a higher regard. Long Appl via Oct. mini Calls
"Our thesis is that AAPL has a terrific operating platform, engendering a loyal, sticky and growing customer base that will make repeated purchases ... Unfortunately, there have been a series of disappointments," writes David Einhorn in Greenlight Capital's Q1 letter, defending his bullishness on Apple (AAPL) after a 17% Q1 drop. He also defends his lightning-rod efforts to get Apple to remove Prop. 2 and change its capital structure. Vodafone (VOD - 21% Q1 gain) is another name Einhorn remains bullish on, believing "substantial value" could still be unlocked if a Verizon Wireless deal happens, and speculating AT&T might buy what's left of the carrier. (previous) [View news story]
ATT would never be allowed to buy VZ wireless are you joking? They didnt get Tmobile, why would VZ be any different
Bond guru Jeff Gundlach warns that risk of rising interest rates extends beyond bond markets, citing MLPs in particular: "People are moving away from bond investments for obvious reasons but are going into things that are like going from the frying pan into the fire. Look at MLPs: If interest rates rise, you are going to get killed on a lot of these vehicles because they have a lot of leverage and a lot of interest rate risk." [View news story]
Danger Zone For This Week: Apple [View article]
Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. [View news story]
Endurance Specialty: Temporary Crop Problems Make The Shares Cheap [View article]
Linn Energy: Don't Believe The (Negative) Hype [View article]
Unraveling The VXX Roll Yield Riddle [View article]
Linn Energy Faces Yet Another Bear Attack [View article]
Is Ford About To Go On A Major Run? [View article]
Linn Energy: Don't Believe The (Negative) Hype [View article]
Qualcomm: Still More Room To Run [View article]
A Sane Response To Some Of Apple's Insane Criticisms [View article]
2 Of Goldman Sachs' Favorite Energy Names [View article]
"Our thesis is that AAPL has a terrific operating platform, engendering a loyal, sticky and growing customer base that will make repeated purchases ... Unfortunately, there have been a series of disappointments," writes David Einhorn in Greenlight Capital's Q1 letter, defending his bullishness on Apple (AAPL) after a 17% Q1 drop. He also defends his lightning-rod efforts to get Apple to remove Prop. 2 and change its capital structure. Vodafone (VOD - 21% Q1 gain) is another name Einhorn remains bullish on, believing "substantial value" could still be unlocked if a Verizon Wireless deal happens, and speculating AT&T might buy what's left of the carrier. (previous) [View news story]
Does It Make Sense For Citigroup To Buy GE's Portfolio Estimated At Near $31 Billion? [View article]
Bond guru Jeff Gundlach warns that risk of rising interest rates extends beyond bond markets, citing MLPs in particular: "People are moving away from bond investments for obvious reasons but are going into things that are like going from the frying pan into the fire. Look at MLPs: If interest rates rise, you are going to get killed on a lot of these vehicles because they have a lot of leverage and a lot of interest rate risk." [View news story]
A Solid MLP Yielding 10% That Can Be Picked Up Right Here [View article]