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David Jackson

  • David Jackson
    What do you think about this comment by a senior ad exec on $AAPL: "Apple has two problems: First is that they have nothing to talk about.
    1 hour ago
    Reply (8)
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    • hahaha48: People usually do not want to burn any bridges. Only those who have retired will talk about their real experience with Apple.
      50 minutes ago
    • DAG1996: I think @Energysystems has it spot on. Breakneck growth can't continue forever. Nothing wrong with peaking. Expectations were too high.
      30 minutes ago
      • David Jackson
        Poll: Which do you think was the better deal - Tumblr for $1bn by $YHOO or Waze for $1.3bn by $GOOG?
        Jun 12, 7:21 AM
        Reply (14)
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        • David Jackson: Samir, I'm with you on this one. Low value, low loyalty demographic; low value content.
          Thu, 2:09 AM
        • David Jackson: Samir, how long do you think it will be until YHOO takes a write off for this?
          Thu, 2:10 AM
          • David Jackson
            Is $GOOG's acquisition of Waze good or bad for $FB and $AAPL?
            Jun 10, 3:58 AM
            Reply (2)
            • Investometrica: http://seekingalpha.com/a/w0ws
              Jun 11, 12:16 PM
            • David Jackson: Nice - thanks for the pointer.
              Jun 12, 7:23 AM
              • David Jackson
                "There is a reason $YHOO / Tumblr is not going to work... if you insert ads, Tumblr will no longer be cool." Do you agree?
                Jun 7, 2:01 AM
                Reply (7)
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                • James Sands: Successful advertising models need content with demand. TV is the conventional example of the willingness to endure ads....
                  Jun 7, 10:44 AM
                • James Sands: Google has demand for search, Hulu has demand for streaming, does Tumblr generate enough demand for their content to justify ads?
                  Jun 7, 10:45 AM
                  • David Jackson
                    Reading Revisiting The SuperDividend ETF And Its 7.3% Yield http://seekingalpha.com/a/vfpf $SDIV $SDY $DVY $VIG
                    May 29, 5:30 PM
                    Reply (3)
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                    • David Jackson: Charles, then you'll like this: http://seekingalpha.com/a/dv2p
                      May 30, 11:37 AM
                    • Charles Margolis: Aside from AAPL stock / bond yield comparison, I usually don't like stocks w/ yield > the co's bonds. Exceptions based on co's profitability
                      May 30, 5:23 PM
                      • David Jackson
                        $YHOO hires from $AOL: http://tcrn.ch/13jbQp6
                        May 29, 2:34 PM
                        Reply (1)
                        • Marlen_: Just to say thank you for the link! Love $YHOO
                          May 29, 3:20 PM
                          • David Jackson
                            Hedge funds' abysmal performance so far in 2013 http://bit.ly/12uwwcZ
                            May 22, 10:14 AM
                            Reply (3)
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                            • Tom Guttenberger: indelible pride from this span out outperformance.
                              May 24, 4:00 AM
                            • David Jackson: Good point: it's misleading to compare hedge funds' performance to a non-hedged index, unless it's over many years including down years.
                              May 25, 5:33 PM
                              • 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?
                                May 20, 8:50 AM
                                Reply (3)
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                                • Regarded Solutions: Grow the business, and then become a dividend winner! $YHOO has to catch up.
                                  May 21, 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.
                                  May 22, 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?
                                    May 20, 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
                                      May 22, 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...
                                      May 22, 10:00 AM
                                      • David Jackson
                                        $YHOO investors: Would you be happy if $YHOO buys Tumblr for $1bn? Good use of cash?
                                        May 18, 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
                                          May 19, 12:35 PM
                                        • David Jackson: Interesting article comparing Tumblr to YouTube: http://dthin.gs/14HJiXf
                                          May 20, 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
                                                Reply (14)
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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
                                                        Reply
                                                          • David Jackson
                                                            Reading the transcript of $AAPL's conf call: http://seekingalpha.com/a/t8i1
                                                            Apr 24, 1:44 AM
                                                            Reply
                                                              • 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
                                                                            Reply
                                                                              • David Jackson
                                                                                Any thoughts on the $GOOG conf call? http://seekingalpha.com/a/t02z
                                                                                Apr 19, 3:21 AM
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