Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
I have a lot of blue jeans in my closet, DM, but none of them are Levi's. :-)
I get your point, but I think it's too early in mobile computing to award anyone the crown. Intel and Microsoft haven't even really gotten started yet on their respecitve ends of the spectrum (processor <-> software), and if you look at the history of Intel, they've never lost an architecture battle that they've seriously entered. That's history. As good as Apple's products are today, their popularity smells more like a fad, at least to me. Don't get me wrong, I own an iPhone and an iPad2, and there are more iPods floating around my house than I know what to do with. But being first out of the gate doesn't mean you're going to be first across the finish line. Except for his stellar performance in the Belmont Stakes, Secretariat was usually last out of the gate, but almost always first across the finish line. That's history, too.
I maintain my position that Apple without Steve Jobs is not the same company as Apple with Steve Jobs, and the historical record (so far) stands in my favor. I'm also going to hang onto my remaining AAPL shares until something significant happens (or doesn't happen, as the case may be).
Addressing The Fear Of Leaving Money On The Table [View article]
Well said, DM. That's exactly why I'm satisfied with my call this past Monday. I've locked in a tidy profit by selling a small portion of my AAPL holdings, but I'm still in for the long ride (and the dividends). In the meantime, I've balanced my portfolio, and taken up a position in another stock that I'm also long on. That may not pan out to be as good as if I'd stayed in AAPL with all the shares I had, but only time will tell. Point is, I'm going to sleep well tonight knowing that I'm sticking to my strategy, growing my portfolio, and leaving my options open (no pun intended).
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
Agreed. Don't worry, I keep my own counsel. :-) It's nobody else's money but mine (& the missus), my research, my gut, my call... Things have a way of working themselves out. For instance, by the time I have enough saved up to make my next purchase, I may have found that one of the other stocks I'm tracking has moved into a more favorable position, or I might've discovered some news about projected coal consumption in China and India which influences my thoughts on coal and/or ARLP, in either direction... Point being, by the time I have the money to pull the trigger next, it might not be ARLP that's my #1 choice any more, and I might decide on something else, in which case I continue to watch ARLP and the rest of the coal stocks I'm interested in, and see what they do; maybe that will put me in an even better position later in the year when the dividends have accumulated again wrt ARLP, or maybe it turns out that I decide ARLP is now a total dog, so I drop it from my watchlist... Won't know until I get there... So, it's all input, then I've got to process it, do a gut check, and make a decision... My call... :-)
Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
(BTW, I do agree that Tim Cook is a supply chain genius, but he's not the only one out there. I think Apple's management team is strong, but the consumer is a fickle thing, and what's hot today may not be tomorrow. Does anyone remember bell bottoms? Hot pants? Pet Rocks? Cabbage Patch Kids? Tickle Me Elmo? Blackberry's?... Today's "must haves" often become tomorrow's garage sale fodder... Not saying it's inevitable, just saying that it's possible, and to keep everything in perspective... Thanks for the perspective, Rocco; keep 'em coming...) :-)
Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
Wow. You've certainly stirred up the hornets' nest, haven't you, Rocco? I feel like I'm late to the party, but I've had work to attend to...
Personally, I agree with you wholeheartedly, and if anyone cares to take the time and effort to go over to The Motley Fool and dig through my posts there, you'll see that I've been saying the same thing for months now. Not to rehash everything, but am I the only one old enough to remember what happened to Apple when Jobs was forced out by the BoDs? Why does anyone think it won't be different this time? Maybe it will, I don't know for certain, all I have is a mirror to look into to see what happened in the past. If you did bother to go to TMF and look up my Apple posts, you'll see that I think Jobs did leave stuff in their pipeline, but I'm skeptical that the remaining folks will be able to truly innovate the way Jobs was able to (and by that I mean the net effect of Jobs' influence; certainly he didn't invent everything that Apple's come out with, but also certainly it was and has been his vision that steered them these past 15 years, and he certainly, by all accounts I've come across, had his fingers in nearly every decision that was made of consequence..). Skeptical, but not certain; so, it behooves all of us who hold AAPL shares to keep an eye on what comes out of Cupertino in the next 2 to 3 years to see if the pipeline is drying up or whether they actually do have a culture of innovation now that will trascend their co-founder's passing...
Personally, I looked at my positions and the stocks I've been tracking, and found that AAPL had become almost 10% of my portfolio, which is double the "threshold" that I've set as a level I'd like to keep all my positions under. So, seeing that I'd made a tidy profit on the small holding I had (>55%), and seeing another opportunity open up with a stock I've been tracking for months, I sold a few shares on Monday at $602.09, enough to cash in my (now) profits, bringing my AAPL position down to about 6.4% of my portfolio. Guess what? AAPL shot up to over $621 later in the week! Oh, no! Didn't bother me in the least, and now it's slid back below $600 for the close of the week. Good for me, right? Point being, it's your money, everyone else, and you can do with it what you want, but personally, I recommend shaking off the Applemania and treat this stock like any other stock you own and invest sanely, keeping diversity and balance in mind... It's only paper profits until you sell; then you can book them...
To those who accused Rocco of being emotional, I disagree; I didn't find his words to be emotional at all, but a call to clarity and reason. (Having said that, I haven't followed what appears to be a bearish history of Rocco's articles on Apple, so I'm just going by this one...) I'm amazed at how folks seemingly start foaming at the mouth if someone dares to criticize Apple in any way, shape or form. I was a Mac user back in 1986, and I've always had a respect for their products. Hell, I even bought a Newton as soon as I could find one when it came out! LOL! But be realistic, remember your history, and keep things in perspective. I think that Apple is a great company, and hope they continue to thrive, but I don't think it's a given that they'll become the first $1Trillion company (but they might), and I don't think it's a given that they'll enjoy their current status even 5 years from now... It was only 5 years ago that the iPhone came out, for Pete's sake... But they might endure for another 10 or 20 years without losing their currently cult popularity...
If you bought AAPL below $100 and are still holding it now, God bless you. But I suggest you bookmark this article and check back in 3 years, and again at 5 years, and then we can decide whether Rocco (and those of us who agree with him on this point, that Apple without Jobs is not going to be the same as Apple with Jobs was) was right or not.
In the meantime, I think some of you still have flecks of spittle clinging to your chin... You might want to wipe that off before you go out in public...
Addressing The Fear Of Leaving Money On The Table [View article]
Great article, again, Rocco, thanks!
To your point about leaving money on the table, I've only been in AAPL for a few months, but it's made a very nice runup since I got into it, and I had need to fund another investment that was in a major buy status. So I cashed in enough shares to cover the profits that I'd made on my original position on Monday at $602.09. It then went up a bunch more during the week, but has now slid back down to $600. My point being, I had no problems taking my profits to re-invest in what I think is a great opportunity elsewhere, I still have a position in AAPL, which makes up >6% of my portfolio (which is above my 5% threshold), and I had no misgivings about it going up mid-week to over $621. It has been said that they're just paper profits until you sell, so... Thanks again!
Addressing The Fear Of Leaving Money On The Table [View article]
My son (now 24) got some exposure to personal finance when he was in HS, so he's got a good perspective, and we had a great chat over Christmas about what my investing philosophy now is, and what he can learn from my mistakes. Now, it's up to him. My daughters, on the other had (19 & 15) are clueless about personal finace, and my wife has disasterous preconceptions about investing in the market, so it falls to me to educuate my dear daughters and hope they don't repeat my mistakes. My plan is to have a serious talk with them about having sensible weddings, and I'll plow the difference between what I get stuck paying and what I might've spent on a more elaborate wedding (or some reasonable amount) into an IRA with solid, stable DG investments and give them stern instructions to "Not Touch!" until they're ready to retire. That's my plan, anyway...
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
Thanks, David. Oh, I'm sure I'll change my mind a few dozen times in terms of what I'm going to invest in next whilst my dividends accumulate enough cash to make it worthwhile to make a buy, given the rediculously high commissions I'm currently locked into paying (long story...)... More time to do more research and find "just the right one" when the time comes to pull the trigger. I must say, however, that out of the 30 stocks I'm currently tracking, ARLP is #1 (but very few of them are MLPs), and I like what I've read from other commentors about what they know about ARLP. In the meantime, I'm patient...
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
Sounds like a buying opportunity to me. My tracking spreadsheet is flashing "Holy $hit!" at me, which is better than "Buy?" and in the "Back Up The Truck" territory...
From what I've read in these comments, there seem to be a lot of folks who have their finger on the pulse of this company, and have been following it for some time. I get the feeling the author has some kind of bias against the company, don't know why or what for, but that's the feeling I get when I read what he's written...
I'm a long term investor, and primarily interested in Dividend Growth stocks. ARLP caught my eye some months ago, and I think that the global future for coal is very bright, despite what may happen in the USA in the near- to mid-term. I think the NG price situation is temporary, too, and that NP prices will swing up eventually, maybe take a couple of years, but it's all cyclical, and like I said, I'm a long-term kinda guy...
Now I just need some more of my positions to generate dividends so I can back up that truck...
Wall Street is upbeat about yesterday’s presentation by Intel (INTC) discussing its new Romley server microprocessors. Stifel Nicolaus is "convinced Romley could be Intel’s most successful server/storage/networking processor yet," and the company's next server-class CPU based on the same architecture "could surpass Romley in performance and revenue." [View news story]
I'm long INTC, I think it's got more room to grow, and I love the dividends. But if you got in when it was low, even last summer, I can see you taking profits. Not me, tho... Good luck!
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
Don't trust the media, they're notoriously left, except for Fox News... I have faith in the American people, but still think this is going to be a close one. Both the Dems and Reps are out of control, with a few notable exceptions... Not that I have any solutions, but, don't be fooled by the mass media in this country...
Excellent article, thank you! I am long INTC & MSFT, but not so sure about NVDA; I think Intel's Ivy Bridge processors will take more of a bite out of the discrete graphics card business than Sandy Bridge did, & I've read reports from Apple that their A5X chip crushed the Tegra 3.
I am now "Following" you...
Now I'm off to your linked article on INTC covered calls...
Windows 8: The Next Insanely Great Thing? [View article]
That's interesting. I'm long MSFT & GLW, and have been wondering about jumping into NOK to effectively "double down" on my MSFT investment. Nokia has tremendous brand loyalty outside the USA, which people tend to forget. When I rank them against other companies that I'm tracking to see where my next allotment of investing dollars will go, they don't rank very high, about 2/3 down a list of 30+ stocks from various sectors. But my gut tells me that Windows Phone, & specifically Win8, will drag NOK up along with MSFT. I'd be interested to hear what others think along these lines...
Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
I get your point, but I think it's too early in mobile computing to award anyone the crown. Intel and Microsoft haven't even really gotten started yet on their respecitve ends of the spectrum (processor <-> software), and if you look at the history of Intel, they've never lost an architecture battle that they've seriously entered. That's history. As good as Apple's products are today, their popularity smells more like a fad, at least to me. Don't get me wrong, I own an iPhone and an iPad2, and there are more iPods floating around my house than I know what to do with. But being first out of the gate doesn't mean you're going to be first across the finish line. Except for his stellar performance in the Belmont Stakes, Secretariat was usually last out of the gate, but almost always first across the finish line. That's history, too.
I maintain my position that Apple without Steve Jobs is not the same company as Apple with Steve Jobs, and the historical record (so far) stands in my favor. I'm also going to hang onto my remaining AAPL shares until something significant happens (or doesn't happen, as the case may be).
:-)
Addressing The Fear Of Leaving Money On The Table [View article]
:-)
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
Why Apple Bulls Are Wrong About The Impact Of A New CEO [View article]
Personally, I agree with you wholeheartedly, and if anyone cares to take the time and effort to go over to The Motley Fool and dig through my posts there, you'll see that I've been saying the same thing for months now. Not to rehash everything, but am I the only one old enough to remember what happened to Apple when Jobs was forced out by the BoDs? Why does anyone think it won't be different this time? Maybe it will, I don't know for certain, all I have is a mirror to look into to see what happened in the past. If you did bother to go to TMF and look up my Apple posts, you'll see that I think Jobs did leave stuff in their pipeline, but I'm skeptical that the remaining folks will be able to truly innovate the way Jobs was able to (and by that I mean the net effect of Jobs' influence; certainly he didn't invent everything that Apple's come out with, but also certainly it was and has been his vision that steered them these past 15 years, and he certainly, by all accounts I've come across, had his fingers in nearly every decision that was made of consequence..). Skeptical, but not certain; so, it behooves all of us who hold AAPL shares to keep an eye on what comes out of Cupertino in the next 2 to 3 years to see if the pipeline is drying up or whether they actually do have a culture of innovation now that will trascend their co-founder's passing...
Personally, I looked at my positions and the stocks I've been tracking, and found that AAPL had become almost 10% of my portfolio, which is double the "threshold" that I've set as a level I'd like to keep all my positions under. So, seeing that I'd made a tidy profit on the small holding I had (>55%), and seeing another opportunity open up with a stock I've been tracking for months, I sold a few shares on Monday at $602.09, enough to cash in my (now) profits, bringing my AAPL position down to about 6.4% of my portfolio. Guess what? AAPL shot up to over $621 later in the week! Oh, no! Didn't bother me in the least, and now it's slid back below $600 for the close of the week. Good for me, right? Point being, it's your money, everyone else, and you can do with it what you want, but personally, I recommend shaking off the Applemania and treat this stock like any other stock you own and invest sanely, keeping diversity and balance in mind... It's only paper profits until you sell; then you can book them...
To those who accused Rocco of being emotional, I disagree; I didn't find his words to be emotional at all, but a call to clarity and reason. (Having said that, I haven't followed what appears to be a bearish history of Rocco's articles on Apple, so I'm just going by this one...) I'm amazed at how folks seemingly start foaming at the mouth if someone dares to criticize Apple in any way, shape or form. I was a Mac user back in 1986, and I've always had a respect for their products. Hell, I even bought a Newton as soon as I could find one when it came out! LOL! But be realistic, remember your history, and keep things in perspective. I think that Apple is a great company, and hope they continue to thrive, but I don't think it's a given that they'll become the first $1Trillion company (but they might), and I don't think it's a given that they'll enjoy their current status even 5 years from now... It was only 5 years ago that the iPhone came out, for Pete's sake... But they might endure for another 10 or 20 years without losing their currently cult popularity...
If you bought AAPL below $100 and are still holding it now, God bless you. But I suggest you bookmark this article and check back in 3 years, and again at 5 years, and then we can decide whether Rocco (and those of us who agree with him on this point, that Apple without Jobs is not going to be the same as Apple with Jobs was) was right or not.
In the meantime, I think some of you still have flecks of spittle clinging to your chin... You might want to wipe that off before you go out in public...
:-)
Addressing The Fear Of Leaving Money On The Table [View article]
To your point about leaving money on the table, I've only been in AAPL for a few months, but it's made a very nice runup since I got into it, and I had need to fund another investment that was in a major buy status. So I cashed in enough shares to cover the profits that I'd made on my original position on Monday at $602.09. It then went up a bunch more during the week, but has now slid back down to $600. My point being, I had no problems taking my profits to re-invest in what I think is a great opportunity elsewhere, I still have a position in AAPL, which makes up >6% of my portfolio (which is above my 5% threshold), and I had no misgivings about it going up mid-week to over $621. It has been said that they're just paper profits until you sell, so... Thanks again!
:-)
Addressing The Fear Of Leaving Money On The Table [View article]
:-)
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
:-)
Windows 8: The Next Insanely Great Thing? [View article]
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
From what I've read in these comments, there seem to be a lot of folks who have their finger on the pulse of this company, and have been following it for some time. I get the feeling the author has some kind of bias against the company, don't know why or what for, but that's the feeling I get when I read what he's written...
I'm a long term investor, and primarily interested in Dividend Growth stocks. ARLP caught my eye some months ago, and I think that the global future for coal is very bright, despite what may happen in the USA in the near- to mid-term. I think the NG price situation is temporary, too, and that NP prices will swing up eventually, maybe take a couple of years, but it's all cyclical, and like I said, I'm a long-term kinda guy...
Now I just need some more of my positions to generate dividends so I can back up that truck...
:-)
Wall Street is upbeat about yesterday’s presentation by Intel (INTC) discussing its new Romley server microprocessors. Stifel Nicolaus is "convinced Romley could be Intel’s most successful server/storage/networking processor yet," and the company's next server-class CPU based on the same architecture "could surpass Romley in performance and revenue." [View news story]
Annaly: A 14% Dividend Yield Is Not Enough [View article]
Alliance Resource Partners Just Got A Body Blow From The EPA [View article]
3 Tech Stocks With Hot Prospects [View article]
I am now "Following" you...
Now I'm off to your linked article on INTC covered calls...
:-)
Windows 8: The Next Insanely Great Thing? [View article]
:-)