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Stephen Rosenman

 
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  • How Apple's Market Share Will Propel Stock to $500, Part 1 [View article]
    Jason:
    I've been extremely bullish on AAPL and still am. However, $500 a share would put AAPL's market cap at $451 billion, eclipsing even XOM which is the leader in cap at $357 billion. Still quite a stretch regardless of gaining 10% market share.
    Oct 23, 2009. 12:02 PM | 10 Likes Like |Link to Comment
  • Apple: Here It Comes [View article]
    Karl,
    In September, you wrote "The Upcoming Crash Of Apple and Amazon." Your prediction hasn't worked. You prophesied in the article: "Apple's stock price (AAPL) is going to collapse, and Amazon (AMZN) may in fact go bankrupt."
    Hopefully, you didn't add to that short yesterday.
    Steve
    Apr 17, 2012. 05:44 PM | 9 Likes Like |Link to Comment
  • 7 Top Corporate Tax Evaders [View article]
    Guys,
    CVX also paid an additional $18 billion in taxes aside from its U.S. and international income taxes. Of the $18 billion, $4.5 billion went for U.S. excise taxes, and another $1 billion for a variety of other U.S. taxes. In all, CVX paid $26 billion in total taxes of all varieties. They made $11 billion in 2009 net income. I can't see how CVX has been profligate in paying taxes. If they paid say another $5 billion to the U.S., one might argue it would be better to nationalize them and avoid all the paper work.
    Apr 15, 2010. 12:59 PM | 9 Likes Like |Link to Comment
  • Procter & Gamble: Evaluating Future Growth and Margins [View article]
    I've owned PG for close to 25 years and have never sold a share. The dividends have given me an excellent return. Over the last three and a half years, whenever the RSI has hit 30, the stock has done well for at least the next month. We just reached that RSI level, indicating that PG is oversold. The current price is a good entry point.
    Mar 18, 2011. 03:18 PM | 8 Likes Like |Link to Comment
  • Apple Can Live Without Steve Jobs [View article]
    Please change the title back to "Apple's Not Done". The Seeking Alpha one is not mine.
    Mar 7, 2011. 04:23 PM | 8 Likes Like |Link to Comment
  • Apple's Operating Income per Device Crushes RIM and Garmin [View article]
    Clicks001,
    Every quarter, Apple gives a data summary giving the number of computers, iPods, iPads it sells.
    Mollytjm,
    Thanks for the comments.
    To continually increase your OPD is a near impossible feat. It tells us that Apple's products are nowhere near reaching the "commoditization" stage. It tells us the company is executing flawlessly. And, it tells us Apple is moving into higher profit items. There are so many ways for a company to disappoint on OPD. For instance, if Apple sold an extra million nanos, the OPD number would crash. Apple is finding ways to move into new and more lucrative markets, such as iPhones and iPads. OPD raises the bar: even Apple should find it a challenge to vault.
    Nov 29, 2010. 11:16 AM | 8 Likes Like |Link to Comment
  • Gold: An Investment Market Update [View article]
    Gold bounced off its 50 day moving average. Technically a good sign. In addition, these last 8 day GLD trades have been seeing declining trading volumes, likely indicating that selling pressure is weakening. Another good sign.
    Mar 5, 2009. 12:49 PM | 8 Likes Like |Link to Comment
  • Value Play in DryShips [View article]
    The barrier to entry simply put is the CEO. He moves DRYS assets back and forth into and out of his private company, often to the detriment of the public one.
    Jul 29, 2011. 10:49 AM | 7 Likes Like |Link to Comment
  • Is a Boom in U.S. Homebuilding Coming? [View article]
    Don't feel bad. Those who suggest buying the homebuilders get lots of negative feedback.
    It's nice to see someone else willing to take a chance on the most vilified industry in the market.
    The home building industry has indeed been decimated.
    However, as you start to analyze the publicly traded homebuilders, you will realize that most of them are actually in not bad shape. In fact, many of them predict profitability this year.
    If you want incredible bargains, you go there.
    They actually have performed quite well this year, although I suspect they have multiyear out performance ahead.
    Apr 12, 2010. 05:12 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners Sells Even More Units [View article]
    Every Feb/March for the last 3 years, KMP offers equity to pay off CP and general purposes. This is a yearly event and NOTHING in this should be unnerving!
    Feb 19, 2014. 12:54 PM | 6 Likes Like |Link to Comment
  • Hungry For Yield? This MLP Might Be Your Meal Ticket [View article]

    It's not. The $5.16 is covered by cash flow.
    Jan 25, 2013. 04:16 PM | 6 Likes Like |Link to Comment
  • Mr. Market And Chesapeake's Monetization Plans [View article]
    CHK is run for the benefit of management rather than its shareholders. Share count has skyrocketed, debt remains high, and dividends are meager. It is the classic example of a company rewards management over investors. Your first points are correct and incredible: the board baled out their hapless CEO at shareholders' expense.

    Devon, you have been blogging about what a great stock CHK is for a long time now as the share price has plummeted. At some point, you may find the bottom of CHK.

    Some public companies wreck shareholder value. This, unfortunately, is one.
    Feb 13, 2012. 05:11 PM | 6 Likes Like |Link to Comment
  • DryShips CEO George Economou, the Ultimate Shipping Indicator [View article]
    Mr. Economou's ex-wives hold a large share of DRYS. Is it possible he is spiting them by off loading his CARDIFF problems onto DRYS?
    Feb 12, 2011. 09:18 PM | 6 Likes Like |Link to Comment
  • Teva Pharmaceutical Has It All: Value, Growth and Yield [View article]
    1. Copaxone accounts for over 20% of their revenue and an even higher percentage of their profits. The FDA may approve Momenta and Novartis' version of the drug. This Monday actually is the date when the stay on preventing a biosimilar expires (www.bloomberg.com/news...). If Momenta is successful, TEVA's business will suffer. There really isn't a blockbuster drug in TEVA's portfolio to replace copaxone.
    2. TEVA has lost a very large judgement case involving propofol, alleging that inappropriate packaging led to the transmission of hepatitis C. Other cases are in the works. (www.businessweek.com/n...).
    Jan 15, 2011. 09:58 PM | 6 Likes Like |Link to Comment
  • Why Do Investors Continue to Pour Money into Bonds? [View article]
    Finally someone is differentiating the risks between holding individual bonds and bond funds. The first requires thought and the promise of a steady pay out while the second gets slaughtered by fees, interest moves and the vagaries of the market.
    Nov 13, 2009. 10:00 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
624 Comments
410 Likes