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Latest comments  |  Highest rated
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Great point on how MSFT had an ecosystem that trapped users into the products for the last decade. The difference is that nobody liked MSFT products while everybody loves AAPL products. It will be years before people leave AAPL even if Samsung were to make better products.

    NOK is a horrible example. Never heard of anybody that saw NOK as a brand. The phones were always the cheap, affordable option. In fact, I never had one b/c they were never appealing.
    Apr 27 05:50 PM | 11 Likes Like |Link to Comment
  • Pres. Obama reportedly won't be making a new budget offer to Republicans today, and will instead reiterate last week's proposal. Stocks have tanked on the news. S&P -1%. Dow -1.1%. NASDAQ -0.7%[View news story]
    Did you really expect anything else with this President? He has zero business sense and even common sense. Oddly he thinks this will help his legacy though it will only make him look foolish yet again.
    Dec 28 03:57 PM | 11 Likes Like |Link to Comment
  • Apple: The Time to Buy Has Passed [View article]
    Sure you won't make a fortune in AAPL as these levels, but it still has another year or two of great returns. It isn't time to leave the tables yet.
    Jul 21 11:28 AM | 11 Likes Like |Link to Comment
  • Stocks are now plunging after the European Union energy minister says the situation at Japan's nuclear plants is " effectively out of control " and to expect "possible catastrophic events" in the next hours. Dow -1% to 11,733, S&P -0.8% to 1271, Nasdaq -0.8% to 2646.  [View news story]
    and then they said he had no actual knowledge. Its just conjecture on his point and very irresponsible.
    Mar 16 11:25 AM | 11 Likes Like |Link to Comment
  • If you avoided the Black Friday hype, you should come out ahead. You'll have a much better chance of getting good deals across the board if you just wait. Retailers don't want you to know this, but they enter the holiday shopping season with lots of inventory - and if they don't move enough of it early, they'll start cutting prices.  [View news story]
    but what if they move alot of inventory? you won't get many bargains then.
    Nov 26 03:43 PM | 11 Likes Like |Link to Comment
  • We can't keep kicking the pension can down the road, Pension Tsunami's Jack Dean says. "The whole idea of the pension was to provide public servants with a decent retirement. It wasn't to make them wealthy, to allow them to retire younger and with more money and be able to go off and play golf while the rest of us supported them."  [View news story]
    Amen!
    Jul 1 05:56 PM | 11 Likes Like |Link to Comment
  • Due for a Correction? Market Is Already Priced for Grim Future [View article]
    Agree that a reduction in pessimism is the reason for the rally and it has nothing to do with anything bullish that is about to occur. The PE ratio based on earnings next year is likely sub 15 now and not at all expensive. Anybody throwing around high PE ratios is insanely ignorant of investing common sense. Would you pay for what somebody made last year or what they will make next year?
    Aug 31 06:36 PM | 11 Likes Like |Link to Comment
  • Four Reasons We're Headed Even Higher [View article]
    The negativity of the comments tells you everything you need to know about investor sentiment and the fact that this market will continue to rally. SP500 at 1,200 to 1,300 is where the market is headed with little to know resistance.

    Look at any poll on websites and the majority still expects the market to be lower. Load up!
    Aug 28 07:09 PM | 11 Likes Like |Link to Comment
  • In Praise of Suze Orman [View article]
    Some times I watch her show just too feel better about myself. Do grownups really need to call Suze to see if they can afford a LCD TV?
    Feb 11 04:53 PM | 11 Likes Like |Link to Comment
  • The Obama administration reportedly considers requiring sponsors of the Keystone (TRP) pipeline to reduce the project's environmental risks before it can be approved, which effectively would put off a final decision until after the 2012 election to temporarily avoid antagonizing either the unions that support the pipeline or the environmentalists who oppose it.  [View news story]
    Need a president that finds solutions instead of playing politics. Gas prices are crushing his party but he does nothing. Crazy.
    Nov 7 01:47 PM | 10 Likes Like |Link to Comment
  • Congressional leaders are set to meet Pres. Obama tonight to nail down a budget. While some worry about a potential government shutdown and others welcome it, this argument is about lowering the deficit by a measly 0.4% of GDP - "spitting distance" in the coming U.S. fiscal meltdown.  [View news story]
    whats so bad about a govt shutdown?
    Apr 6 06:20 PM | 10 Likes Like |Link to Comment
  • Apple: Massively Overbought Going Into Earnings [View article]
    Whats amazing is that even with a RSI above 80, AAPL only trades at roughly 15x the $22/eps expected next year. So yeah short term overbought, but long term its still incredibly cheap.
    Oct 18 02:01 PM | 10 Likes Like |Link to Comment
  • If you step back from the data du jour, "the state of the economy is... gradually deteriorating," David Levy says. "We are more likely than not going to have another recession in 2011." Talk of a recovery is wrong because of weak housing, declining non-residential construction, "overdone" inventory investment and "stagnant" consumer spending.  [View news story]
    for another recession to occur we basically have to have housing decline further from levels not seen in 30 years. The data has to be worst not just weak and thats the problem with recessions and why double dips rarely happen. Almost always requires a strong period in order to have a dip. Its pretty hard to dip below the floor.
    Sep 17 10:47 AM | 10 Likes Like |Link to Comment
  • "We're in the eye of the storm," Todd Harrison believes, "a relative calm between the first phase of the financial crisis and the cumulative comeuppance that'll flush - and perhaps reset - the system." But that's not all bad, he says: "If the greatest opportunities are bred from the most formidable obstacles, we're about to enter a most auspicious era."  [View news story]
    Drama queen. That sounds like what should've been said in 2000 not after we've had 2 of the biggest market drops in history within 10 years.
    Jun 16 06:20 PM | 10 Likes Like |Link to Comment
  • Average P/E Ratio by Decade [View article]
    Missing interest rates as well. PE is a nice number, but markets never make sense if you just use the trailing number. Looking at 2011 the PE drops to sub 12. Considering interest rates are the lowest on record, it makes a higher natural.

    What were the forward PEs?
    Jan 5 04:57 PM | 10 Likes Like |Link to Comment
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