Seeking Alpha
View as an RSS Feed

Michael Blair  

View Michael Blair's Comments BY TICKER:
Latest  |  Highest rated
  • Intel Inside Microsoft HoloLens And Windows Phone [View article]
    @Bruce Burnworth - super article, right on the money as I see it.
    May 2, 2015. 02:44 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    @J.M. Manness - no doubt that Apple management are expressing confidence, and with good reason given the past couple of years impressive performance. The large buybacks will be terrific if they are right but dangerous if they are wrong, and the future is not without risk. I prefer larger dividends since they don't divide shareholders.

    Liked the article.
    May 1, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @Million$Man- or help them. It seems to be a technology than anyone can license, and appears very exciting.
    May 1, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @bigsean28 - I disagree. Gathering power during sunlight and storing it for use (even to heat water) in darkness makes sense.
    May 1, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @GaltMachine - any disappointment and it should sell off sharply.
    May 1, 2015. 04:11 PM | 4 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @NWCats404 - it would indicate a very good quarter in China for the other products, which I believe is the case. However, that implies those same products are doing less well outside of China.
    Apr 30, 2015. 04:18 PM | 5 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @dhonk - more like the hapless knight in Monty Python. I think you are wrong about the iPhone 5C outselling the Galaxy 4. Check your facts.
    Apr 30, 2015. 02:44 PM | 2 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    @NWCats404 - Apple's revenue includes more than iPhones. I do not think Apple misrepresents anything.
    Apr 30, 2015. 02:42 PM | 8 Likes Like |Link to Comment
  • Here's Why Apple's Huge Cash Pile Is Now One Of Its Biggest Problems [View article]
    @Richard Saintvirus - or, Apple could just decide to bring the money home and pay the tax.
    Apr 30, 2015. 11:13 AM | 2 Likes Like |Link to Comment
  • Apple Q2 2015 Earnings Preview: Another Strong Quarter Driven By iPhone In China [View article]
    @Neal Cybart - great article, well presented. Thanks.
    Apr 26, 2015. 01:41 PM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    @J.M. Manness - great article. This should be a very strong quarter for Apple but perhaps it will be the last really great one for a while. The competition is striking back and only the foolish discount the success Samsung is enjoying with its new S6 devices. Android has improved materially and for the most part equals iOS and in some areas is superior. Google Play is every bit a rich as the App Store. Perhaps most importantly, Samsung has lapped Apple in processors and modems with more power, faster download speeds and at least a full node ahead in process geometry. This is an important war for Samsung and it will put is diverse income streams; basic processor technology; and, massive customer base (at least double that of iPhone users) to good use in doing everything possible to keep the lead.

    Company's always look their best at the top. I think that is where Apple is today.
    Apr 25, 2015. 09:04 PM | 2 Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    @Vulpine - Apple loves you - you own 4 iPhones and probably use only one of them. Moreover, you probably can't tell them apart.
    Apr 25, 2015. 10:34 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Preview: It's All About iPhone Sales Momentum [View article]
    @Mark Hibben - I think you have the quarter pretty well on the money. I see revenues of $60 billion but margins of 39% given FX headwinds. Nice article.
    Apr 24, 2015. 09:47 AM | 18 Likes Like |Link to Comment
  • Thompson Creek: At All-Time Lows, Still Not A Buy [View article]
    @Vince Martin - bankruptcy is a risk but not an ominous one at this point barring a collapse in copper prices, which can occur. On the other side of the coin, the upside leverage to higher commodity prices is enormous. With copper at $3.50 and moly at $15 this company will print money. Likely? Your guess is as good as mine (possibly even better) but commodities tend to outperform in the late stages of the economic cycle and I wager those lie in front of use and not behind. Risk losing everything or make 5 times your money - I like TC's odds and am long the name.
    Apr 23, 2015. 02:36 PM | 5 Likes Like |Link to Comment
  • Apple: Examining The iPhone's Quarterly Impact [View article]
    @Bill Maurer - my tracking shows the iPhone north of 60 million units so I am not surprised the estimates are being ratcheted upwards. iPad will be weak however and currency will take a bite. It is the June quarter where they rubber may meet the road with outstanding sales of the Galaxy S6 which is an impressive device and priced even higher than iPhones. I see a very strong Q2 but guidance will tell the story.
    Apr 21, 2015. 02:25 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
4,962 Comments
11,809 Likes