Daniel Lauchheimer

Value
Daniel Lauchheimer
Value
Contributor since: 2012
3/20/14
Daniel Lauchheimer
Torch Energy Heading To Zero $TRU-OLD http://seekingalpha.com/p/1nf2h
3/12/14
Daniel Lauchheimer
Torch Energy Heading To Zero $TRU-OLD http://seekingalpha.com/p/1mxox
8/29/13
Daniel Lauchheimer
$OPK closes on $PBTH. I noted arbitrage play http://goo.gl/O1Kj14. Long OPK short PBTH. Yields 26% annualized.
3/13/13
Daniel Lauchheimer
Could b M Zuckerman resigns from $BSX to launch campaign 4 mayor of nyc. has rejected interest b/c of desire to spend time w fam. Suspicius
12/27/12
Daniel Lauchheimer
$JCP embracing sales/coupons. deviation from strat. will cont till renov done in 2014. then will revert to main strat. good move.
12/11/12
Daniel Lauchheimer
$XOM report. -33% 4 coal over nxt 5 yrs. Global energy demand +35% thru 2040. NA to export. Long term prices 4 coal&othr energy unclear.
12/5/12
Daniel Lauchheimer
Interesting -- Customers don't want fancy products + services. They want PERSONALIZATION. Can large lux brands keep pace? bit.ly/TIwgF6
11/29/12
Daniel Lauchheimer
All this fiscal cliff talk is driving everyone insane. Also, it's a little pathetic that CNBC has a clock on the bottom of the screen now.
11/30/12
Reminds of y2k. Such non sense. Fear mongering for money making.
Agreed with BK. Remember when the media convinced us that Mitt Romney had a shot at the WH.
11/9/12
Daniel Lauchheimer
JCP haters will gloat. But judgement day is at year end 2013. Stay tuned.
10/31/12
Daniel Lauchheimer
GOOG w/ cheaper device cracks AAPL hold on tablet market. 1mm Nexus 7/month. Nexus 10 to push envelope forward. http://bitly.com/P461s5
shocker. the AAPL straw men gushing over the newest overpriced gadget from Cupertino.
10/25/12
Daniel Lauchheimer
Was at a BBY yesterday. Depressing. Terrible products & presentation. Felt like a run down pawnshop. Only winning on price. Won't last.
11/1/12
I would say BBY is a good buy now.
10/25/12
Daniel Lauchheimer
AAPL iPad mini dud. Majorly overpriced compared to GOOG Nexus 7 & AMZN Kindle Fire. http://on.wsj.com/P461s5
kindle fire can't hold a candle to the mini
Haha... mini "dud". Wonder how many "dud" products will sell out on their first day, with people lined up and pre-orders flowing in.
10/19/12
Daniel Lauchheimer
does anyone think MSFT's Surface tablet will sell well?
10/19/12
Heck selling a million is good for a completely new product intro on a comp new OS and with the knowledge of "bigger" version in the futrue.
AAPL 3.25mm iPad, 9mm iPad2, 17mm iPad3 on launch for each. MSFT expectations? 3.25 disappoints. Market already mature.need to hit arnd 10mm
10/19/12
Daniel Lauchheimer
biggest news from GOOG leak. Printing companies r still relevant. Who knew. RRD
9/28/12
Daniel Lauchheimer
Maps flop. Part II to Siri flop. Unsophisticated programming. Company can't keep up with real players. How long will brand loyalty last.
9/28/12
We live in a very fast world. You remember Altavista? Motorola Razr?
Agreed. Time ticks on Apple. But competitors crushed by AAPL brand loyalty. Very strong.
9/20/12
Daniel Lauchheimer
GRPN trying to save company w/payment service. won't work. crowded market + poor product. mb will find funeral groupon.
9/18/12
Daniel Lauchheimer
AAPL nickle and diming customers w/new charger. $30 for adapter. Give me a break. Not right.
For the record though, I think the cord is an upgrade, so what if you need to buy an adapter to fit your old cords...
That's the pt. Ppl w/ "old" accessories, now need to buy adpaters @ $30/pop frm AAPL. Can get cheaper s/w else, but y is AAPL charging $30?
9/13/12
Daniel Lauchheimer
Dangerous open ended QE3 to prop up GLD, hard, long hangover for SPY in '14-15. Rerun of '08. Too many global prblms.
9/13/12
Daniel Lauchheimer
Open ended QE won't relieve fiscal cliff anxiety, hard chinese landing, mess in Euro zone. Mid east insanity.
9/13/12
Daniel Lauchheimer
Hangover from fast and loose fed policy to kill US economy. Major contributor in '08. Rerun in '14-5.
Worry about tomorrow, tomorrow. Today? Drink and be merry! lol
Lol. U sound like good ol Chuck Prince.
9/13/12
Daniel Lauchheimer
QE3 already baked in. Fed actions artificially inflating equities. Interest rates rise, stocks will collapse.
9/13/12
I'll be sure to watch out for that in 2015 when interest rates rise.
9/12/12
Daniel Lauchheimer
ZNGA very week. Early adopters of social. Big advantage. But poor product. EA much better quality. WIll integrate social and win.
9/12/12
Daniel Lauchheimer
Y would anyone would buy fashion stock. Fickle market. Impossible to predict cash flows. Great take on insanity. on.wsj.com/PgsoXa. #NYFW
9/12/12
I'm up pretty big on KORS and APPCQ.
9/12/12
Daniel Lauchheimer
AAPL analysts r a joke. Trying to outdo eachother w/ iPhone estimates. Eventual big flop. To be butt of every youtube video.
9/12/12
joke or not Apple contributes big to GNP. No apple NO US!
9/12/12
...you're kidding, right real?
9/12/12
Daniel Lauchheimer
If I had to guess. NOK will survive. RIM not. NOK understands perilous situation. RIM way behind 8 ball.
Long NOK! iPhone 5 is definitely not a game changer...
9/12/12
That is exactly true Daniel. Its a "refreshed design" I will most likely wait another year and buy a used iphone 5 off ebay for my girl.
9/12/12
Daniel Lauchheimer
Zuck's interview yesterday good and bad. Good = expanding into search. Bad = not building own phone or OS. FB now doesn't control destiny
9/12/12
Good, because he listens to his wife. Bad, because he listens to his wife. LOL
9/10/12
Daniel Lauchheimer
I feel like Apple won't announce iPhone 5 on Sept 12. They make it too obvious in the invitation. The 5 must mean s/t else
6/20/12
Daniel Lauchheimer
http://bit.ly/M6sjW9. Line of the day, "Flame broiled platform".