David Jackson
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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. - View all 8 replies
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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. -
DAG1996: I think @Energysystems has it spot on. Breakneck growth can't continue forever. Nothing wrong with peaking. Expectations were too high.
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David Jackson
Poll: Which do you think was the better deal - Tumblr for $1bn by $YHOO or Waze for $1.3bn by $GOOG? - View all 14 replies
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David Jackson: Samir, I'm with you on this one. Low value, low loyalty demographic; low value content. -
David Jackson: Samir, how long do you think it will be until YHOO takes a write off for this?
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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? - View all 7 replies
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James Sands: Successful advertising models need content with demand. TV is the conventional example of the willingness to endure ads.... -
James Sands: Google has demand for search, Hulu has demand for streaming, does Tumblr generate enough demand for their content to justify ads?
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David Jackson
Reading Revisiting The SuperDividend ETF And Its 7.3% Yield http://seekingalpha.com/a/vfpf $SDIV $SDY $DVY $VIG - View all 3 replies
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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
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Tom Guttenberger: indelible pride from this span out outperformance. -
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.
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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? - View all 3 replies
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David Jackson: Perhaps most current owners of $YHOO are growth investors, so they don't care about loss of a potential dividend.
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David Jackson
Will $YHOO close up or down today, the first trading day after $YHOO shareholders digest the Tumblr acquisition? What's your prediction? - View all 19 replies
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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 -
Charles Margolis: Secondly, there are complaints Tumblr tried to charge $150k for banner space on its fashion page... so monetization is possible...
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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.
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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? - View all 14 replies
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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... -
bd4uandu: another with out even loosing my place. The Nook is probably similar but Amazons content is the tie breaker.
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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 -
jamesingram32: We are at the very beginning of social, and 500mm active users is way past critical mass. + Sean Parker et al.
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David Jackson
Thoughts on this? Google gets serious about toolbar scams with new ad policy, forcing $AVG to retreat http://bit.ly/ZI4TOJ $PERI - View all 0 replies
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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. -
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.
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David Jackson
$AAPL guides below consensus, but announces $50b buyback increase. http://seekingalpha.com/n/kln7 - View all 2 replies
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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? - View all 19 replies
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