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Todd Johnson
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Invest. Manage risk. Communicate. Educate yourself. Make profits. It's DividendLab. Visit http://dividendlab.com for details. Hello, My name is Todd Johnson. Iā€™m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has... More
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  • Steve Jobs
     I can only reflect upon Jobs as an inspirational figure. He made a difference. I look at the stagnant business models at Microsoft, Cisco, Oracle. Finding true inspirational leadership to develop better products on a regular basis is amazing.

    We lack such types today on the big scheme, in my opinion. 

    Google will invariably control the tech world of all assets and go through a breakup and DOJ investigation like MSFT in the 90's.  In the meantime, we wait for the next Jobs who is likely not to arrive until some future generation. 

    AAPL is presently - and has been - my biggest position. Losing Jobs is like the Patriots losing Tom Brady, the 49ers losing Joe Montana. They can not be replaced and the company will suffer in ways that are not quantifiable: short-term and long-term. 

    Tags: AAPL, MSFT
    Oct 06 5:33 PM | Link | 2 Comments
  • 100% Hedge Means 100% ---- 10.03.11
    The ECRI comes out with a recession call on 09.30.11. Nice.

    The U.S. T-bond rate is 0%. 

    Housing Prices are declining.

    Jobs are being lost by the hour.

    In my opinion, one should either be 100% hedged or in cash. 
    Oct 03 10:28 PM | Link | Comment!
  • ECRI: U.S. Economy Tipping into Recession
    Recession = Pain 


    Oct 02 8:18 PM | Link | 9 Comments
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