Comments on David S Cohen's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/david-s-cohen/articles http://seekingalpha.com/article/112165-nike-just-not-doing-it-for-me?source=feed#comment-341122 341122 Tue, 30 Dec 2008 03:26:17 -0500
They stay focused on their core concepts with certain products, and it works well (still gaining market share). Expanding into frilly boots won't take away from its other products.]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-340501 340501 Mon, 29 Dec 2008 11:05:43 -0500 http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-340497 340497 Mon, 29 Dec 2008 11:01:57 -0500
Now its just a bunch of traders, killing themselves and everything else for a couple of share points. No value is implied in a Stocks value today, just a point for it to rise or fall so someone can make a buck.

If the stock market ever gets back to a companies value, on that day, Apple will hit over 300..

Just a thought.
en]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-339451 339451 Sat, 27 Dec 2008 17:46:51 -0500
Certainly there is a lot of upside potential. Apple is just breaking 10% market share so there is a lot of room to grow even in a flat market. Apple has no debt and huge pile of cash and a history of aggressive innovation during recessions.]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338857 338857 Fri, 26 Dec 2008 15:06:28 -0500
quote*Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. *end quote!

Now! if there be 182 country's making items for the world to buy and they have only 5% of the pie in China...duh! This company makes the nice people of China support their currency(yuan) by keeping it in their country working for the people there.... but with the "yuan" going up in value and the US dollar going down...all the foreign items that the American consumer buys thinking it is cheap has went up in price.

People...its all about the currency and to keep a currency strong you got to keep it floating around the country you live in so it can work for you. For the past 12 years all them US dollars are being shipped overseas to a foreign bank and with the American worker not making anything for the foreigner to buy the "we the people" have to turn to the "second" largest employer in America(Uncle Sam) to sell "we the people" debt in order to get all them dollars back!

50 years ago a foreigner would had given their left nut for a US dollar or a Hershey's chocolate bar and today the same foreigner has got Uncle Sam and the American consumer by both all the while Hershey is moving the chocolate factory to Mexico. Wake up! America and think "MADE IN AMERICA."]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338411 338411 Thu, 25 Dec 2008 22:52:43 -0500
I'm long Apple since 2004, but this wonder stock has lost it's luster and very unlikely to return to it's former shine any time soon regardless its reserve cash or incoming revenue.]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338398 338398 Thu, 25 Dec 2008 22:13:35 -0500 Jobs is definitely not in control and you can imagine Apple with out Jobs..recollect old silver days when Jobs was not there. Everyone thinks in
Apple as if he is as good as Jobs but no one does the job without Jobs guidance....Let us wait and see.
More updates in the next post...keep watching.
BY Apple Light]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338291 338291 Thu, 25 Dec 2008 16:00:00 -0500 or super for that matter. ]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338276 338276 Thu, 25 Dec 2008 15:25:53 -0500
I totally agree that Apple will continue to generate new and better designs and constantly superior brand experiences. However, if this was all that drove their stock price, we would not have seen it drop from $170 in September to less than $90 now. So irrespective of superior designs and customer experiences, Apple's stock has dropped 47%. If you chart Apple and Dell, their stock prices have moved in a similar fashion. This does not mean that Apple and Dell's products are similar, it just means that during the melt-down both companies stocks moved downward at a similar rate.

So the question is, will Apple's stock price increase, go sideways or decrease in the next six months? I don't see any reason for its stock price to significantly increase, but I see a lot of reasons why it would go sideways or even decrease a bit. IT budgets in businesses are way down, and people are spending less too.

By the way, I am long on AAPL, and have been a Mac user since the beginning back in 1984. It is a great company, but in today's financial environment, I think investors need to be thinking dividend yields. I suggest putting Apple, and stocks like it in a wait and see category and put you investment money into solid stocks that offer good dividends. That way your money works for you while we wait for a recovery.
]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338141 338141 Thu, 25 Dec 2008 11:41:54 -0500 http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-338118 338118 Thu, 25 Dec 2008 11:11:42 -0500 http://seekingalpha.com/article/112160-walmart-the-perfect-anti-brand-for-a-recession?source=feed#comment-337767 337767 Wed, 24 Dec 2008 16:25:00 -0500 stockvalues.org/new-in... , but is it still a good value stock play today? I argue that WMT is already rather richly valued and its stock price will go nowhere from here. On the other hand, taking a chance on SuperValu (SVU) may make a whole lot more sense at this point: seekingalpha.com/artic...

]]> http://seekingalpha.com/article/112165-nike-just-not-doing-it-for-me?source=feed#comment-337708 337708 Wed, 24 Dec 2008 14:26:16 -0500
Looked at it many times in the past, dividend is too small to buy my patience and it's not a growth stock either. A lot like PG, just can't find a reason to hold it.]]> http://seekingalpha.com/article/112165-nike-just-not-doing-it-for-me?source=feed#comment-337636 337636 Wed, 24 Dec 2008 12:43:56 -0500 Sport is American culture and fashion. Based on your analysis, all the people that are wearing Under Armour should be in the gym and not walking the malls, etc. Reminds me of lycra in the 1980's.
NKE is far and away the most focused brand/company with the ability to execute - take a look at the numbers relative to the competition. CEO of Nike said it best, “We continue to grow because we’re innovative, disciplined and connected to our consumers.”

]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-337509 337509 Wed, 24 Dec 2008 10:33:45 -0500 http://seekingalpha.com/article/112160-walmart-the-perfect-anti-brand-for-a-recession?source=feed#comment-337487 337487 Wed, 24 Dec 2008 10:11:00 -0500
quote*Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. *end quote!

Now! if there be 182 country's making items for the world to buy and they have only 5% of the pie in China...duh! This company makes the nice people of China support their currency(yuan) by keeping it in their country working for the people there.... but with the "yuan" going up in value and the US dollar going down...all the foreign items that the American consumer buys thinking it is cheap has went up in price.

People...its all about the currency and to keep a currency strong you got to keep it floating around the country you live in so it can work for you. For the past 12 years all them US dollars are being shipped overseas to a foreign bank and with the American worker not making anything for the foreigner to buy the "we the people" have to turn to the "second" largest employer in America(Uncle Sam) to sell "we the people" debt in order to get all them dollars back!

50 years ago a foreigner would had given their left nut for a US dollar or a Hershey's chocolate bar and today the same foreigner has got Uncle Sam and the American consumer by both all the while Hershey is moving the chocolate factory to Mexico. Wake up! America and think "MADE IN AMERICA."

----------
quote*"Considering that there are over 30,000 ships at sea this morning," writes James Carlton, director of the Williams College-Mystic Seaport Maritime Studies Program, in an e-mail, "the total number of organisms and species in this global 'bioflow' on the morning your readers read your piece could be staggering - billions of individuals, and thousands of species."

Indeed, scientists have long considered ballast water the primary way invasive aquatic organisms are introduced. From the zebra mussel's arrival in the Great Lakes, to an American jellyfish severely disrupting Black Sea fisheries, the potential costs of accidental introduction of a species to new homes can be tremendous. Aquatic invasives cost the US $9 billion yearly, according to estimates by David Pimentel, professor emeritus of ecology and evolutionary biology at Cornell University in Ithaca, N.Y. Zebra and quagga mussels (a cousin to the zebra) alone cost the $1 billion annually.*end quote!

tats a cost of $9 billion to "ALL' American taxpayers......now you know why the few fat farmers with the penmanship of a poet didn't put the word "cheap" in tat piece of paper they wrote back in 1776.

and red.....oops! read some of what George Washington said after 8 years....

**Washington had been reelected unanimously in 1792. His decision not to seek a third term established a tradition that is now embedded in the 22d Amendment of the Constitution. In his Farewell Address of Sept. 17, 1796, he drew on the results of his varied experience, offering a guide for both present and future. He urged his compatriots to cherish the Union, support the public credit, be alert to the “insidious wiles of foreign influence,” respect the Constitution and the nation’s laws, abide by the results of elections, and eschew political parties of a sectional cast. Asserting that the United States and Europe had different interests, he declared that it “is our true policy to steer clear of permanent alliances with any portion of the foreign world,” trusting to temporary alliances for emergencies. He also warned against indulging in either habitual favoritism or habitual hostility toward particular nations, lest such attitudes should provoke or involve the country in needless wars.**]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-337426 337426 Wed, 24 Dec 2008 09:26:04 -0500 http://seekingalpha.com/article/112165-nike-just-not-doing-it-for-me?source=feed#comment-337389 337389 Wed, 24 Dec 2008 08:46:27 -0500
Awesome intel!

JWN (which has to represent at least one tenth of one percent of NKE's sales has a couple of funky NKE shoes and NKE is taking the wrong direction?

what deep insight into NKE's product development and planning! Have you ever actually talked to anyone who works for NKE? Or do you just spend all your time carrying Julie's bags?

You must be rich!

(and by the way, the frilly purple ones look nice on you.)]]> http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-337382 337382 Wed, 24 Dec 2008 08:36:22 -0500 http://seekingalpha.com/article/112162-is-apple-the-beacon-of-light-in-this-dreary-recession?source=feed#comment-337320 337320 Wed, 24 Dec 2008 05:42:22 -0500
It's a shame and the useless SEC has nothing to say about it.

Cox out -- now!]]> http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-272017 272017 Thu, 02 Oct 2008 16:26:46 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-262092 262092 Mon, 22 Sep 2008 23:30:03 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-262068 262068 Mon, 22 Sep 2008 22:33:39 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261513 261513 Mon, 22 Sep 2008 11:45:55 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261482 261482 Mon, 22 Sep 2008 11:29:20 -0400 His only genius is getting the business world to believe he actually is capable and paying him extremely well for his gibberish. Louis Rukeyser must be spinning in his grave.
If he is the best of the financial world then God help us all!]]> http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261454 261454 Mon, 22 Sep 2008 11:13:56 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261302 261302 Mon, 22 Sep 2008 09:25:46 -0400
Course you can't shut this guy up regardless, so I'm sure he'll go on "advising" the officials from the bleachers as he swills his Ballantine Ale and showers abuse on the umps and players alike.

]]> http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261254 261254 Mon, 22 Sep 2008 08:46:33 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261177 261177 Mon, 22 Sep 2008 07:31:38 -0400 http://seekingalpha.com/article/96576-cramer-also-believes-cramer-has-a-branding-problem?source=feed#comment-261157 261157 Mon, 22 Sep 2008 06:59:03 -0400
investmentscientist.co.../]]>