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  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    @ Uncle - I agree with your comments. I also think Apple is too secretive. The reason to be secretive is to prevent competitors from knowing what you are doing, but when competitors know, it doesn't make sense to be 100% secretive - all that does is confuse investors who then don't have confidence that Apple is doing anything. so, there is lots of speculation, some correct and some incorrect.
    Apr 13 12:31 PM | 2 Likes Like |Link to Comment
  • Apple, Google And GE - Which One Of These Things Is Not Like The Others [View article]
    I agree with keallen. Good article. Apple is being dumb by not talking about things that their competitors already know about, such as that they are going into payment processing. Samsung and PayPal know they are but the public is skeptical because Apple doesn't discuss it.
    Apr 10 03:01 PM | 7 Likes Like |Link to Comment
  • China Mobile: Red Chip 4.5% Yield On Sale [View article]
    Good article Brian. Thanks. I am long CHL. CHL has spent a lot of money on its 3G and 4G network and is also spending a lot on handset subsidies. These are investments that should increase revenues. Its large cash gives me a comfort level. I also think it is a good thing that the Chinese government is majority owner - fraud or a scandal would be severely punished and would reflect badly on the government, and I doubt that they want that kind of bad publicity.
    Apr 3 10:33 AM | 3 Likes Like |Link to Comment
  • Key Analyst Says Little Downside For Apple [View article]
    Good article Bret. Thanks.
    Apr 2 02:04 PM | 1 Like Like |Link to Comment
  • China Mobile For Chinese Economic Exposure And Organic Growth [View article]
    Good article. Thank you.
    Mar 31 09:58 AM | Likes Like |Link to Comment
  • What Is Wal-Mart Doing To Ramp Up Its E-Commerce Business? [View article]
    @ StockPicker- What you say makes sense IF there are significant costs (like building stores) or IF you are trying to enter a different segment (your Dominos example, which would require leasing high-cost restaurant space, hiring staff, etc). The Dominos and BestBuy comparisons don't apply to Wal-Mart expanding online sales. Wal-Mart already has the stores, the employees, the warehouses and the buying power. They already sell online and have about 100% name recognition. I think it is a brilliant move that will let them compete against Amazon, and they are the retailer best positioned to compete against Amazon. All they have to do is tie their retail and their online sales computer systems together. An advantage of an integrated approach is that you can order something and if you return it, you can return it to the store rather than having to ship it back. WalMart's rents are so cheap that they usually pay about as much as someone would for warehouse space. Besides, they don't have to pay any extra rent - they already have the stores.
    Mar 26 05:09 PM | Likes Like |Link to Comment
  • Apple: Different Quarter, Same Prognosis [View article]
    @ Bret - Thanks for the quote. It is perfect for Apple stock owners like you and me - ""Sorrow and silence are strong, and patient endurance is godlike." - Henry Wadsworth Longfellow"
    Mar 26 10:19 AM | 2 Likes Like |Link to Comment
  • 2 Things That Really Matter For Apple's New Share Buyback Program [View article]
    @ ijshearer - I agree. It seems clear to me that Apple is not getting credit for all the cash. I think that was Carl Icahn's point.
    Mar 25 02:56 PM | 1 Like Like |Link to Comment
  • Apple's Low Valuation Combined With Higher Volatility Risk - A Lethal Mix [View article]
    @ RSB - I agree that Apple needs to diversify but, as you know, Apple has established itself as the "luxury" brand of smart phones. I like the dependability of my iPhone because I use it in business. I'm not sure why "consumer protection" should stop me from doing whatever deal I want to do with Verizon - there is plenty of competition and everyone knows the cost of the phone affects the contract length. Considering that Apple has a huge, loyal customer base, they need to capitalize on that and diversify. But I think everyone today is well aware of the risk to Apple if they don't diversify and that is why the P/E is so low. I would argue that Apple is a better deal at a 13 ttm P/E than Google at a 31 ttm P/E.
    Mar 19 04:34 PM | 2 Likes Like |Link to Comment
  • Apple Is Still NOT Worth $530 [View article]
    @ the author - Thank you. Good job.
    Mar 17 10:33 AM | 2 Likes Like |Link to Comment
  • Evidence That Apple Intends To Start Mobile Payment Processing [View article]
    More evidence - from an article titled "The Latest iPhone Update Delivered A Huge Boost To Apple's Bid To Dominate Mobile Payments" on Business Insider by By Jillian D'Onfro at

    "Apple just launched its latest update to iOS 7 , the software that powers the iPhone and iPad, and it includes a potentially huge improvement to its iBeacon software that helps Apple in its bid to control in the future of mobile commerce.

    The idea behind beacons is that they use Bluetooth connections to send messages directly to people's smartphones, meaning that Apple and other retailers can use them to push location-based flash deals, give product info, or simplify mobile payments.

    Coupled with TouchID, Apple's fingerprint security on iPhone 5S that makes mobile payments super-secure, an iBeacon network could dominate brick-and-mortar retail if it becomes widely adopted.

    Apple is leading the pack with beacon technology because it has enabled almost all of its iOS 7-running devices to both send and receive beacon signals. Other companies, like PayPal and Qualcomm, make dedicated pieces of low-cost hardware that retailers can use to send signals.

    So what changed in iOS 7.1? If you have an app installed, it will now "look" for beacons and receive notifications even if it's shut down, the site Beekn discovered .

    Before, you'd have to at least have an app running in the background for it to be able to "hear" beacon signals. This gave retailers who wanted to use iBeacon technology two major hoops to jump through: They first had to convince users to download their dedicated app, and then they needed to prompt people to open up that app once they walked into a store so that their phones could receive beacon signals as they shopped.

    Now, even if you haven't opened an app since the day you downloaded it, you will still receive proximity-based messages that will pop up on your iPhone's lock screen, as long as you have Bluetooth on and location-data enabled.

    This change might seem subtle but the implications are huge. iBeacon developers now have much more incentive to make apps that use beacon technology because they don't have to worry about the extra hurdle of prompting users to open those apps when they're shopping. There's less of a barrier for mainstream adoption. Plus, now that Apple has made the plunge into increased notification capabilities, it shouldn't be long until other companies using beacon technology follow suit.

    This, in turn, opens the door for more huge leaps forward in simplified mobile commerce. One idea is that beacons could trigger an automatic payment when a person leaves a specific location, making that payment effortless for shoppers, while helping retailers gather boatloads of valuable customer data. Retailers who use a combination of beacon technology and mobile payments will have more data on consumer patterns, behaviors, and preferences.

    For Apple, that's where TouchID technology — which lets you unlock your phone using your fingerprint —comes in. Although most people think of TouchID as simply a way to keep other people out of your phone, it also makes the iPhone the perfect, secure mobile payments device. Earlier this year, Apple's iTunes chief Eddy Cue met with industry executives to talk about expanding the mobile payments system to let people buy items at retail locations using their phones.

    Apple's iBeacon technology will track your in-store location and TouchID will let you pay from your phone when you're ready to leave the store: It's a killer combo. There are dozens of other mobile wallet apps out there and it's w orth noting that Samsung's latest Galaxy S5 phone will come with fingerprint scanning , too.
    Mar 13 10:55 AM | 2 Likes Like |Link to Comment
  • Apple: The Next 2 Months Are Critical [View article]
    There is a logic there but it is hard to keep things secret today from the competition, especially Samsung. Once competitors know what Apple is planning, there is no reason to keep the general idea secret. I wish Cook would talk about something exciting.
    Mar 12 03:06 PM | Likes Like |Link to Comment
  • Apple: The Next 2 Months Are Critical [View article]
    @ the author - Excellent article. Thank you. I agree that Apple needs to do more than just new iPhones and iPads.

    I think Apple is going too far with secrecy and a "i don't care what the market thinks" attitude. I understand the value of secrecy, but when the competition knows what is coming, then there is no reason to maintain that secrecy. An example is mobile payment processing - Samsung and PayPal know Apple is going to do it but Apple still hasn't made an official announcement, even though they have hired the people to run it and Samsung and PayPal have announced a partnership for it.

    TO Apple - Please give your loyal shareholders some good news.

    I'm long Apple.
    Mar 12 11:00 AM | Likes Like |Link to Comment
  • Apple: The Next 2 Months Are Critical [View article]
    @ Stray Trader - Great comments. Thank you. I hope you will write an article to share your insights - you have insights that I haven't read before.
    Mar 12 10:53 AM | 3 Likes Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    @ Nitin - I agree.
    Mar 11 04:16 PM | 1 Like Like |Link to Comment