James Yardley

James Yardley
Contributor since: 2013
9/10/14
James Yardley
Anyone have any thoughts on Rightster Group? LON:RSTR Some big name investors on board I am long
9/10/14
James Yardley
$AAPL up 50% since I predicted they would enter mobile payments a year ago. Although I was wrong about NFC http://seekingalpha.com/a/10h6s
9/9/14
James Yardley
$AAPL entering mobile payments as I predicted almost exactly a year ago http://seekingalpha.com/a/10h6s
1/26/14
James Yardley
This could be huge for $AAPL http://on.wsj.com/1fdUC4l as predicted in September http://seekingalpha.com/a/10h6s I am long $AAPL
1/14/14
James Yardley
Strong $BDEV numbers. Completions +19%. ASPs +13.7%! Should have a big impact on margins. http://seekingalpha.com/a/138ve I am long $BDEV
1/8/14
James Yardley
Here come the iPhone price cuts after the China mobile deal. 24% cut from$CHA could be a strong catalyst I am long $AAPL $CHL
30% cut from $CHA would be an even stronger catalyst.
12/31/13
James Yardley
Happy New Year And A Recap Of My Articles In 2013 $IAPLF, $AAPL, $BTDPF http://seekingalpha.com/p/1iesf
12/23/13
James Yardley
Well done Kingsley Park Capital on $XRTX Superb article and we were rewarded today. I am long $XRTX http://seekingalpha.com/a/10hhw
11/29/13
James Yardley
$AAPL iPad sales looking good as predicted. There is a lot of pent up demand. http://seekingalpha.com/a/12ga8 I am long $AAPL
11/20/13
James Yardley
Barclays issued a very positive report on the UK builders today and set a 444p target on Barratt ~37% above today's close. I am long $BDEV
11/18/13
James Yardley
$AAPL starting to experiment more with iBeacons http://bit.ly/1dNWe2j The potential is enormous http://seekingalpha.com/a/10cr2
11/8/13
James Yardley
Added to my $BDEV at the open yesterday after the recent pull back. Article coming soon.
11/4/13
James Yardley
$AAPL iPad Air numbers should be good if these figures are accurate http://tcrn.ch/1hH8x3A
10/28/13
James Yardley
Apple made 15 acquisitions in FY13. Only 8 known thus far. It will be very interesting to know what the others are. I am long $AAPL
But as James pointed out, around half of those from 2013 are not public yet.
WiFiSlam, Locationary, HopStop.com, Passif Semiconductor, Matcha, Embark, AlgoTrim and Cue
10/28/13
James Yardley
iPhone sales good worrying trend in ASPs continues pressuring margins iPad poor but Cook confident for new iPads in q1. I am long $AAPL
10/28/13
James Yardley
$AAPL Cook sees major opportunities in new product categories next year. Next year could be big. I am long $AAPL
10/28/13
James Yardley
Big day for $AAPL. Forget the initial numbers, they should be good. Look to the Q1 guidance. I am long $AAPL
10/10/13
James Yardley
$PSN $PSMMF.PK up another 6% today after the stock got way too cheap. I am long
10/9/13
James Yardley
The market has finally woken up to Help to Buy part 2 as Goldman Sachs upgrades the builders +~5% today I am long $BDEV $PSN
10/8/13
James Yardley
HSBC, Aldermore and Virgin Money have joined state backed lenders in planning to offer Help to Buy 2 products http://seekingalpha.com/a/zoui
9/30/13
James Yardley
Very good market share numbers for AAPL from Kantar http://seekingalpha.com/n/rzbe but stock is down today. I am long $AAPL
With the DoCoMo deal Apple is going to dominate Japan. And 5.6% fall for Android in USA vs 5.4% gain for IOS. Similar in UK. I don't get it
Top that with the expected China Mobile deal and the expected launch of new products later this autumn. All together Apple is a wonder.
9/30/13
James Yardley
UK builders doing well today on accelerated help to buy as the rest of the market struggles. I am long $BDEV $PSN
9/28/13
James Yardley
As predicted faster Help to Buy part 2 shows Osborne won't let critics stop his UK housing boom. http://seekingalpha.com/a/zoui
9/28/13
James Yardley
Wow 2nd part of help to buy will start next week! instead of Jan2014 UK house prices set to soar http://bbc.in/197lzoW
9/23/13
James Yardley
$APPL 5S outsells 5C 3.7 to 1 As expected 5C hasn't cannibalized the 5S. 5C price cut to come later http://bit.ly/14zrlMy
9/23/13
James Yardley
$AAPL Analysts wrong on predictions. 9 million sales in first weekend. Pricing looks perfect http://seekingalpha.com/a/1097k
9/23/13
James Yardley
AAPL sells 9 million phones!
9/19/13
James Yardley
5S stock is severely constrained. $AAPL may have struggled to coordinate the launch of two phones at once http://bbc.in/1a8fcyQ
I'm buying one in October then :)
9/18/13
James Yardley
Also worth noting that Boris Johnson has waded into the debate on the chancellors side http://on.ft.com/1aTxXKK
9/18/13
James Yardley
Osborne continues to stand firm and dismisses worries the UK housing market is overheating http://on.ft.com/1aTxXKK
9/16/13
James Yardley
AAPL didnt report preorders which has worried the market but all color unlocked sim free 16GB 5Cs now show 9/25 delivery date in US for me
9/15/13
James Yardley
Clegg and Alexander come out publicly against Cable in favor of 2nd part of Help to Buy Good news for the UK builders $BDTPF.PK $BDEV etc