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  • Taking A Break From Apple [View article]
    I changed my view for several reasons. One of the reasons is that it's market cap is not going to double in the nearby future. Last weekend I was thinking competition is heating up (Samsung, HTC, Google) so on one way or the other it has to impact the growth story.

    There are too many free apps available. Apple can't accept a future in which too many apps are technically free — something that has already happened on Android — unless they are also taking a cut when money changes hands outside of app download.

    Of course I am still a big Apple fan, only for now I prefer the sideline.
    Oct 20, 2011. 05:45 PM | 3 Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    I bought some Nutreco (AMS: NUO) and TomTom (AMS:TOM2) in Amsterdam.
    Oct 20, 2011. 05:27 PM | Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    This made me sell:

    Everybody knows Apple managed to calm the disappointed herd, mainly by using the phrase “we’re thrilled” seven times during the call while pointing out that the big miss in iPhone sales was likely due to everybody waiting around to buy the new iPhone 4S. But not one of Wall Street’s Finest—not one—asked about the most disturbing pattern coming out of Apple’s earning release: the measly 1% year/year revenue increase at Apple’s retail stores, the 26% year/year profit decline at Apple’s retail stores, and the mere 4% year/year growth in visitors to Apple’s retail stores. Certainly, there was an impact at the retail stores from the Apple Faithful waiting for the new iPhone. But even before this quarter's jaw-dropping sequential-quarter momentum collapse from up 36% in June to up 1% in September—a downshift we can not recall seeing at any retailer, ever (please come up with one, and we'll highlight it here)—the Apple retail stores had been losing their mojo. For example, from the December 2009 to the June 2010 quarter, retail visits rose from 51 million to 61 million. This year, visits from December 2010 to June 2011 did not rise at all—from 76 million to 74 million. Something’s happening here. What it is ain’t—exactly—clear.
    Oct 20, 2011. 04:42 PM | 3 Likes Like |Link to Comment
  • A Brief History Of The Financial Crisis: Avoid European Financials [View article]
    Not all of the European banks are of course bad investments for the long run. ING for example!
    Oct 12, 2011. 10:19 AM | Likes Like |Link to Comment
  • Apple Business Model Is Iconic And Sustainable [View article]
    For a lot of youngsters and young adults the iPhone brand is considered cool. You are completely right with your statement that cool means a fantastic industrial design and deep practical purpose.

    Maybe I had to explain these aspects better in this article.

    Thanks for your comments, it helps me to become a better contributor.
    Oct 10, 2011. 12:48 PM | Likes Like |Link to Comment
  • Kraft Foods: An American Powerhouse [View article]
    Yes, indeed!
    Oct 8, 2011. 11:40 AM | 1 Like Like |Link to Comment
  • Kraft Foods: An American Powerhouse [View article]
    You get two different shares, because I guess they seek two different listings.
    Oct 7, 2011. 02:52 AM | Likes Like |Link to Comment
  • Stormy Agricultural Headwinds Give Buying Opportunities [View article]
    Mosaic said the deal will help it become better positioned to capitalize on the upbeat outlook for concentrated phosphate and potash crop nutrient — key ingredients in fertilizers.
    Oct 6, 2011. 05:36 PM | 1 Like Like |Link to Comment
  • Growing Confidence In 10 High Quality Dividend Stocks [View article]
    Norman, other metrics used in this dividend list are financial leverage, share buybacks and pay-out ratio.

    The companies mentioned have a net debt/EBITDA below 2.0x with the ratio expected to decline further in 2012 and 2013.
    Oct 5, 2011. 04:48 PM | 1 Like Like |Link to Comment
  • China Technology Stocks: The Best Opportunities After Last Week's Fall [View article]
    RENN looks interesting, but the whole China space is out of favor right now. First corporate governance has to improve at Chinese companies before big institutional investors take a long bet.
    Oct 4, 2011. 03:38 PM | Likes Like |Link to Comment
  • Here's Why ING May Be Worth Examining [View article]
    I think those are also worthy to look at.

    Personally I think ING is one of the few European financial institutions that has almost no exposure to peripheral European sovereign debt compared to French or German banks.
    Oct 4, 2011. 02:33 PM | Likes Like |Link to Comment
  • Artificial Life in Denial [View instapost]
    I have them still because to sell them with such a loss, doesn't make sense anymore.
    Oct 4, 2011. 08:07 AM | Likes Like |Link to Comment
  • Artificial Life in Denial [View instapost]
    I wouldn't touch it anymore, the CEO is buying all the shares right now I guess and it's just a matter of time when this company goes private.

    They misled investors with too rosy financial reporting.
    Oct 1, 2011. 04:29 AM | Likes Like |Link to Comment
  • Artificial Life in Denial [View instapost]
    They changed their business model completely and are now an incubator.
    Sep 30, 2011. 08:30 AM | Likes Like |Link to Comment
  • 6 U.S. Food, Beverage And Tobacco Stocks: Defensive Plays Amidst Current Turmoil [View article]
    Kraft Foods is an American Powerhouse, like the other stocks mentioned in this article.
    Sep 28, 2011. 11:15 AM | Likes Like |Link to Comment