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David Jackson

  • David Jackson
    Hedge funds' abysmal performance so far in 2013 http://bit.ly/12uwwcZ
    Wed, 10:14 AM
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      • David Jackson
        $YHOO is paying just over $1 cash per $YHOO share for Tumblr (1.08bn YHOO shares). Shareholders: Would you prefer a $1 dividend instead?
        Mon, 8:50 AM
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        • Regarded Solutions: Grow the business, and then become a dividend winner! $YHOO has to catch up.
          Tue, 8:32 AM
        • David Jackson: Perhaps most current owners of $YHOO are growth investors, so they don't care about loss of a potential dividend.
          Wed, 7:55 AM
          • David Jackson
            Will $YHOO close up or down today, the first trading day after $YHOO shareholders digest the Tumblr acquisition? What's your prediction?
            Mon, 2:06 AM
            Reply (19)
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            • Charles Margolis: This is important: http://bit.ly/13L0wUI it would be interesting if Karp can rejuvenate Yahoo, tho MM has been doing well
              Wed, 9:58 AM
            • Charles Margolis: Secondly, there are complaints Tumblr tried to charge $150k for banner space on its fashion page... so monetization is possible...
              Wed, 10:00 AM
              • David Jackson
                $YHOO investors: Would you be happy if $YHOO buys Tumblr for $1bn? Good use of cash?
                Sat, 6:52 PM
                Reply (11)
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                • Charles Margolis: Wow 108M blogs and 50B posts http://bit.ly/14FqhEV 75M posts a day
                  Sun, 12:35 PM
                • David Jackson: Interesting article comparing Tumblr to YouTube: http://dthin.gs/14HJiXf
                  Mon, 2:03 AM
                  • David Jackson
                    The pressure on $AAPL and $AMZN just rose: http://seekingalpha.com/n/lcrv
                    May 3, 7:38 AM
                    Reply (1)
                    • Stephen J Melnykevich: It's too little, too late. It helps them with the nook but buyers will continue to prefer AAPL or AMZN due to apps AND ecosystem.
                      May 3, 9:37 AM
                      • David Jackson
                        $BKS says it will offer $GOOG's Google Play apps on its Nook. Would that make you buy a Nook? Is this a threat to $AMZN's Kindle business?
                        May 3, 4:21 AM
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                        • bd4uandu: Seems that any tablet or computer with the kindle app can be used as a eReader. Why buy a Nook? The kindle I can go from one device to...
                          May 3, 8:13 AM
                        • bd4uandu: another with out even loosing my place. The Nook is probably similar but Amazons content is the tie breaker.
                          May 3, 8:14 AM
                          • David Jackson
                            Google+ is now in Gmail. How big a threat does $GOOG pose to $FB?
                            May 2, 6:07 PM
                            Reply (15)
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                            • jamesingram32: for e.g. the latest has huge experience in pin point mass population medical information. FB could have a future in Public Health
                              May 6, 5:21 AM
                            • jamesingram32: We are at the very beginning of social, and 500mm active users is way past critical mass. + Sean Parker et al.
                              May 6, 5:23 AM
                              • David Jackson
                                Thoughts on this? Google gets serious about toolbar scams with new ad policy, forcing $AVG to retreat http://bit.ly/ZI4TOJ $PERI
                                Apr 24, 4:32 AM
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                                  • David Jackson
                                    Reading the transcript of $AAPL's conf call: http://seekingalpha.com/a/t8i1
                                    Apr 24, 1:44 AM
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                                      • David Jackson
                                        Quick poll: If you own $AAPL, do you prefer bigger buyback or bigger dividend?
                                        Apr 23, 4:38 PM
                                        Reply (14)
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                                        • Zhang Fei: I'd prefer that AAPL hoard the cash for a rainy day. For tech companies, when it rains, it pours.
                                          Apr 24, 4:35 PM
                                        • Rachel L. Chueh, PhD: It depends on the investment goals. I prefer bigger buybacks, as the share prices have potential to appreciate as a direct impact.
                                          Apr 24, 6:15 PM
                                          • David Jackson
                                            $AAPL guides below consensus, but announces $50b buyback increase. http://seekingalpha.com/n/kln7
                                            Apr 23, 4:35 PM
                                            Reply (2)
                                            • Vegas Ben: OUTSTANDING!!!!!
                                              Apr 23, 4:37 PM
                                            • wheelz23: 50b over the course of how long?
                                              Apr 23, 4:41 PM
                                              • David Jackson
                                                The 32GB Nexus 7 running $GOOG Android is $250, iPad mini $435. How big a threat do you think that is for $AAPL?
                                                Apr 23, 3:23 PM
                                                Reply (19)
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                                                • Vegas Ben: I need something powerful with Windows on it.
                                                  Apr 23, 4:51 PM
                                                • bd4uandu: I7 W/8GB Win 8 ... http://lnv.gy/17Pvdaa
                                                  Apr 23, 7:10 PM
                                                  • David Jackson
                                                    Has anyone used the new $YHOO iPhone app yet? If so, how is it?
                                                    Apr 22, 6:58 PM
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                                                      • David Jackson
                                                        Any thoughts on the $GOOG conf call? http://seekingalpha.com/a/t02z
                                                        Apr 19, 3:21 AM
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                                                          • David Jackson
                                                            Any thoughts on the $GOOG conf call (http://seekingalpha.com/a/t02z)?
                                                            Apr 19, 3:19 AM
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                                                              • David Jackson
                                                                The Seeking Alpha Android portfolio app (http://bit.ly/ZCosUt) was designed for a phone, but it works even better on a Nexus 7.
                                                                Apr 18, 3:07 PM
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                                                                • David Jackson: Thanks. As a chip play on mobile, are you more bullish on $NVDA or $QCOM?
                                                                  Apr 21, 2:33 AM
                                                                • 1980XLS: QCOM is in everything regardless who wins, IMO. NVDA more risk, but more potential for upside, IMO.
                                                                  Apr 21, 4:02 PM
                                                                  • David Jackson
                                                                    Reading the transcript of the $NOK conference call: http://seekingalpha.com/a/syd1
                                                                    Apr 18, 3:03 PM
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                                                                      • David Jackson
                                                                        Playing with the $GOOG Nexus 7 with the Tech Investor app (http://bit.ly/15pk6s9) - it's awesome. Prefer it to an $AAPL iPad mini.
                                                                        Apr 18, 2:57 PM
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                                                                        • David Jackson: bd4uandu - we'll get StockTalk into an app; it's in the roadmap. And thanks for the advice about the cover.
                                                                          Apr 18, 4:22 PM
                                                                        • wheelz23: btw...thanks for creating SA, it's a great website
                                                                          Apr 19, 1:59 PM
                                                                          • David Jackson
                                                                            Marissa Mayer is bringing $GOOG culture to $YHOO - note the focus on page load times http://seekingalpha.com/a/sumb
                                                                            Apr 18, 2:54 PM
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                                                                              • David Jackson
                                                                                Reading the transcript of $YHOO's earnings call: http://seekingalpha.com/a/sumb
                                                                                Apr 18, 2:52 PM
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