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mikemendon

mikemendon
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  • Cisco A Hot Buy On New Product Line [View article]
    If they really want to increase shareholder value, they should increase the dividend to yield around 4%.
    Jun 23, 2012. 11:06 AM | 4 Likes Like |Link to Comment
  • Microsoft: The Next Ashton-Tate [View article]
    GoogleDocs and Open Office are worth what they cost.
    Sep 11, 2012. 01:01 PM | 3 Likes Like |Link to Comment
  • Apple: Analytical Shift Makes Stock A Buy [View article]
    Maybe Tim Cook isn't so dumb. He's waiting for the stock to hit 200, so we can have our 5% yield without tapping into their precious cash reserves.
    Apr 20, 2013. 11:57 AM | 2 Likes Like |Link to Comment
  • Nokia: An Opportunity In A Globally Recognized Brand [View article]
    GoogleDocs isn't even close to Microsoft Office. Neither is OpenOffice, for that matter. While Ubuntu is a good product, most consumers aren't interested in seeking out a product and trying to find someone to support it to save a few bucks. Microsoft's primary threat is Apple, which has changed the entire concept of the home computer.
    Sep 17, 2012. 12:40 PM | 2 Likes Like |Link to Comment
  • Microsoft: The Next Ashton-Tate [View article]
    Open Office and GoogDocs both suck compared to MS Office, especially Excel.
    Sep 11, 2012. 01:00 PM | 2 Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    It's a perfect storm of fiscal cliff selling and mutual fund re-balancing. Most of us small investors tend to buy near the top when all of the news is positive and sell near the bottom when all of the news is negative. I plan to write some naket puts on AAPL when it dips below 500.
    Nov 17, 2012. 11:20 AM | 1 Like Like |Link to Comment
  • Why Google Will Win The Tablet Battle [View article]
    Anyone who can afford an iPad will probably buy one. Take away the $200 Android tablets and Apple is the clear winner. The big question is whether Microsoft can gain traction in the table world, especially the enterprise where it is the only company to offer a complete solution from servers to mobile.
    Jul 2, 2012. 11:41 AM | 1 Like Like |Link to Comment
  • Running On Fumes: The Future Of Ethanol As A Fuel Source [View article]
    Well said.
    Oct 3, 2014. 09:32 AM | Likes Like |Link to Comment
  • Apple: Analytical Shift Makes Stock A Buy [View article]
    Tim Cook is destroying shareholder value through his refusal to distribute cash. Apple has lost its vision, so why not at least compensate shareholders for their suffering.
    Apr 20, 2013. 11:53 AM | Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    Good analysis. It's been tough watching half of my gains in AAPL disappear, but I don't plan to sell unless the fundamentals suddenly change for the worse. I might even sell some naked puts if it dips below 500. My biggest concern is Apple's inability to keep up with demand for the iPad Mini (16GB Wi-Fi) and the iPhone 5 during the current holiday buying season.
    Nov 17, 2012. 11:34 AM | Likes Like |Link to Comment
  • Memo To Microsoft: The PC Is Dead [View article]
    The home PC market is nearly dead, but corporate users still need computers with large screens and real keyboards, which you don't get with tablets and smartphones. Micrsoft is well positioned in the corporate market with their server operating systems, Office 365, Windows 8 Professional, and Azure. They are actually positioned fairly well in the home market with XBox 360, Skydrive, Surface tablet, and Windows 8 RT. They don't need to unseat Apple and Google to continue making money and paying an increasing dividend.
    Sep 11, 2012. 11:42 AM | Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    Like all high flying companies, Apple will stub its toe at some point in the future, but for now it continues to be the best tech stock to own. Because of the recent runup in anticipation to the new iPhone launch, I do recommend selling covered calls as a hedge against the inevitable profit taking that will occur in the weeks ahead.
    Sep 8, 2012. 11:18 AM | Likes Like |Link to Comment
  • Microsoft, The Boring Returns Killer [View article]
    As I've watched my investment in Apple increase 50% in the just the past year, my Microsoft and Cisco investments have gone nowhere. Both Microsoft and Cisco investors would have been better served if management would have just increased dividends with the money they blew on questionable acquisitions. It's way past time for Ballmer and Chambers to go.
    Aug 7, 2012. 11:58 AM | Likes Like |Link to Comment
  • Cisco: A Networking Star For Your Portfolio [View article]
    I've owned Cisco off and on for years, and it has never failed to disappoint me. The fundamentals always look good, but the stock never goes anywhere. They have plenty of cash for a substantial dividend boost (40-50%), which would finally give their long-suffering investors a decent return.
    Jun 27, 2012. 10:55 AM | Likes Like |Link to Comment
  • Pressure Mounts On Apple As Amazon Releases New Tablet [View article]
    I use a laptop with an actual keyboard for any serious computing, so any tablet I buy will be used for primarily for emails, web surfing, and accessing my home or office computer. I can do those things on my iPhone, but the screen seems a little too small, so maybe a 7" tablet would be about right. For $2-300 it's worth trying.
    Sep 28, 2011. 01:08 PM | Likes Like |Link to Comment
COMMENTS STATS
18 Comments
21 Likes