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Michael K. Dawson

 
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  • Pulling Historical Stock Data Into A Google Spreadsheet (It's Easy!!) [View instapost]
    It continues to chop off my formula, but it is the same as yours.
    Jan 17 08:11 AM | Likes Like |Link to Comment
  • Pulling Historical Stock Data Into A Google Spreadsheet (It's Easy!!) [View instapost]
    looks like it chopped off my formula:

    "googlefinance(B1,"clo...
    Jan 17 08:08 AM | Likes Like |Link to Comment
  • Pulling Historical Stock Data Into A Google Spreadsheet (It's Easy!!) [View instapost]
    Great article. I'm using the following formula

    =googlefinance(B1,"clo...

    It is only returning 19 days of data. Is there something funky going on due to the holidays? Also it looks like the final data point (today) is not updated until after Midnight. Is that the way it works? Would be nice to have an updated 20DMA after the close.

    Thanks
    Jan 17 08:06 AM | Likes Like |Link to Comment
  • Apple Needs To Answer These Questions [View article]
    Sometimes I wish that AAPL would just go "black box" on Wall St. Don't give 'em any info. I works well for AMZN.

    AAPL's GM% will vary based on new products. With the iPhone being such a large percentage of revenue & being subsidized, almost any new product will hit margins.

    An iTV will definitely hit margins, unless they can come up with a subsidized model. AAPL has enough cash to subsidize an iTV itself. For instance, sell a $1500 TV for $1000 with a 2 year contract/subscription to "iTV apps."

    GM% is just another metric that goes up & down based on product development. Wall St is using GM and other metrics to justify there jobs more than anything else...
    Dec 19 11:08 AM | Likes Like |Link to Comment
  • An Apple Story: Alpha, Algos And A Poorman [View article]
    Travis, you may want to double check my math, but it looks like a Long Bias strategy where u short a full position only Wed/Fri on OpEx week out performs 1/2 position short every Wed/Fri. I like this strategy better since you are out of the MKT more...
    Jun 9 08:05 PM | Likes Like |Link to Comment
  • An Apple Story: Alpha, Algos And A Poorman [View article]
    Woodshedder, IMO weekly options is the cause of this anomaly. Travis stated that weekly options started trading on AAPL in July 2010. I'm not sure if a back test beyond July '10 is applicable. Just my 2 cents. It's Travis' strategy, but I would be curious to see your results from July '10 to date.
    Jun 9 07:58 PM | 1 Like Like |Link to Comment
  • An Apple Story: Alpha, Algos And A Poorman [View article]
    Travis, Have you looked at this from an equal dollar trade each week say $100K long / $50K short vs. equal share trade 100 / 50? Obviously as the stock price goes up the cost of 100 shares goes up. Just curious of impact of equal dollar on returns...
    Jun 6 11:02 PM | Likes Like |Link to Comment
  • Intel: This Old Head Is Still A Market Signal [View article]
    Thanks Aaron.
    Jan 23 07:56 AM | 1 Like Like |Link to Comment
  • Does Motorola Benefit From Google Blundering the Nortel Patents? [View article]
    I like your idea better. To often culture is overlooked in acquisitions.
    Jul 3 11:20 AM | 2 Likes Like |Link to Comment
  • RIM Is Finished, Is Google Next? [View article]
    Adam, Read your article. Couldn't have said it any better myself :)

    Horace Dediu at Asymco.com just produced a podcast on Market Disruption at 5by5.tv/criticalpath/2 I have made a few comments in companion blog post at stk.ly/kd1D5s Would love to hear your thoughts on the discussion. Thanks
    Jun 20 07:56 PM | Likes Like |Link to Comment
  • RIM Is Finished, Is Google Next? [View article]
    Facebook Surpasses Yahoo as Top U.S. Display-Ad Seller in Study

    " Facebook will reap $2.19 billion in display ads sales this year, for a 17.7 percent share of the U.S. market, topping Yahoo’s 13.1 percent, according to a report today from Internet research firm EMarketer Inc"

    stk.ly/lDKA32
    Jun 20 11:07 AM | 1 Like Like |Link to Comment
  • RIM Is Finished, Is Google Next? [View article]
    Google is still King of search advertising and most likely will remain #1 for awhile. However, businesses now have viable alternative internet advertising platform in Facebook. Some companies are having more success with Google while others Facebook. The problem for Google is that until one is proven more effective than the other - customers will split their ad spend by reducing the spend to Google. Basically the ad pot is the same, but money going to Google & Facebook instead of just Google.

    Bottom line is that Google's other initiatives must start paying for itself instead of relying on profits from search.
    Jun 20 08:25 AM | Likes Like |Link to Comment
  • RIM Is Finished, Is Google Next? [View article]
    There is already a fee for using Android. Unfortunately, the money doesn't go to Google. stk.ly/lLRMbE
    Jun 20 07:54 AM | 3 Likes Like |Link to Comment
  • Ups and Downs in the '8 Ballers of Mobile Technology' Strategy [View article]
    It's mostly technical. I like the charts of INFA, QLIK & MSTR better. Also read a few reports like the Gartner Magic Quadrant for Business Intelligence that ranked those companies higher than TIBCO.
    Jun 8 10:13 PM | Likes Like |Link to Comment
  • NXP Semi Sending Mixed Messages Before Earnings [View article]
    Inclusion in the iPad2 just sends an early signal that it will be in the iPhone 5 also. The volume is definitely in the phones....
    Feb 14 08:06 AM | Likes Like |Link to Comment
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