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The Aristos

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  • BlackBerry (BBRY) slips 3% premarket after a downgrade to Sell at Bernstein, which sees earnings peaking in FQ1 and "significant risk" of a miss in H2. OTR Global says U.K. Q10 sales fell off a cliff and have been - "not a typo" - just 30K-50K units since launch, reports Notable Calls. [View news story]
    The Bernstein Bears and the Blackberry Bush.
    Jun 19, 2013. 08:17 AM | 7 Likes Like |Link to Comment
  • Most U.S. consumers remain either unfamiliar with or unenthusiastic about Nokia (NOK) and BlackBerry's (BBRY) latest hardware, according to an MKM survey of 1,500 people. While 51% of respondents owned a smartphone, only 6% plan to buy a BlackBerry in the next 12 months, and just 1% a Nokia phone. Moreover, in spite of the Z10 and Lumia 920/820 launches, 63% of respondents had no idea when BB10 would launch in the U.S., and 61% were unaware WP8 (MSFT) phones are available. BlackBerry is counting on a fresh marketing push to raise its U.S. profile. [View news story]
    I don't take much stock in surveys but considering that BBRYs current market share is much less than 6%, I'd say the interest in buying is a good sign. And I have been impressed by the rollout. I have been seeing commercials and advertisements more frequently. Traction will gain through first person contact and alongside the release of the additional BB10 phone(s).

    As for NOK. DOA in the USA.
    Apr 9, 2013. 04:51 PM | 6 Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
    When reading articles like these I feel as though Michael is a BBRY war correspondent. Keep up the good research.
    May 23, 2013. 11:17 AM | 3 Likes Like |Link to Comment
  • Want To Retire Before 60? Here Is What You Need To Know [View article]
    Noobie, since you are making little at this time, I'd suggest setting up a Roth IRA with your broker if you like them and they offer one. I have been putting at least $25 a paycheck away since I was around your age in 2006. In my opinion, it was great for me to start early and learn so that when I had significant money, I made sound decisions.

    There are a lot of brokers that will also offer low expense, commission free mutual funds (I use Schwab) that you can begin adding to. I found it helpful to add to these until I had enough capital to purchase individual stocks. Most of these will have a minimum for a setup amount. And the great thing about putting money away in your Roth is that there is a barrier between you and your money. I know that being there stopped me a couple times from dipping into my long term investments.

    And once employed full-time, your employer may have you setup a separate Roth account which you will be able to contribute to separately. At some point you may leave that employer and you can roll it over to your already existing account.

    Also with a Roth, you won't need to worry about tax issues come next April, whereas if you are buying and selling in a normal account you will need to report your loss/gain. Roth is insulated until you cash out -- hopefully at retirement.

    Feel free to contact me.
    May 1, 2013. 05:56 PM | 3 Likes Like |Link to Comment
  • In addition to the fall in Microsoft's shares, companies exposed to the PC market drop further after IDC said yesterday that global computer shipments slid 13.9% in Q1. H-P HPQ -5.2%, Lenovo (LNVGY.PK) -5.8% in Hong Kong, Intel (INTC) -2.3%, AMD -2.7%, Nvidia (NVDA) -2.1%, Seagate (STX) -1.85%, Western Digital (WDC) -1.3%. (previous[View news story]
    A bad day for the Ancien RĂ©gime. Tablets and smartphones giving them the guillotine.
    Apr 11, 2013. 08:44 AM | 3 Likes Like |Link to Comment
  • Most U.S. consumers remain either unfamiliar with or unenthusiastic about Nokia (NOK) and BlackBerry's (BBRY) latest hardware, according to an MKM survey of 1,500 people. While 51% of respondents owned a smartphone, only 6% plan to buy a BlackBerry in the next 12 months, and just 1% a Nokia phone. Moreover, in spite of the Z10 and Lumia 920/820 launches, 63% of respondents had no idea when BB10 would launch in the U.S., and 61% were unaware WP8 (MSFT) phones are available. BlackBerry is counting on a fresh marketing push to raise its U.S. profile. [View news story]
    I don't think there is any analysis. It's a survey. Expand the study. See if you get the same results. Compare to raw numbers from units sold. Then draw correlations. And then we can maybe call it analysis.
    Apr 9, 2013. 05:11 PM | 3 Likes Like |Link to Comment
  • DreamWorks (DWA) -4.6% after Turbo bombs at the box office: the $135M film pulled in just $21.5M during its open week, making it a distant #3 behind The Conjuring and Despicable Me 2 (out for 3 weeks). Cowen thinks a write-down for the animated racing film could lower its 2013 EPS estimate for DreamWorks to $0.25 from a current $0.72 (consensus is at $0.83). A children's series based on Turbo is set to arrive on Netflix (NFLX) later this year. [View news story]
    Following releases by Monsters and Despicable Me franchises, this never stood a chance. May have done better if it was released before those two.
    Jul 22, 2013. 09:48 AM | 2 Likes Like |Link to Comment
  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    That Samsung phone is horrendous. Plain and simple.
    Jul 11, 2013. 09:20 AM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT) finally releases a version of Office for the iPhone. But the app requires an Office 365 subscription, and while users can create/edit Word and Excel docs, they can't yet do the same for PowerPoint. Interestingly, Microsoft tells The Verge it doesn't plan to create an iPad app, arguing the Office Web Apps are available. With mobile productivity apps typically going for $10 apiece or less (much less than PC Office app licenses or 365 subscriptions), Microsoft seems more interested in using Office mobile apps to drive 365 sales and differentiate Windows 8/Phone than anything else. Google (GOOG) offers its Quickoffice apps for free to Google Apps for Business subs. (previous[View news story]
    Serious document creation. No. However making last minute edits to a presentation, changing values in a spreadsheet, or updating a document. Sure, why not? I like the move. Though I do think an iPad App makes as much sense if not more. My guess on MSFT not providing one is an effort to protect the Surface.
    Jun 14, 2013. 10:46 AM | 2 Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    They are not that unrealistic... 20 years is a long time. Look back to '94 years at valuations and ask that question knowing how much market caps have moved. KO 4x, JNJ 6x, UNP 5x, MCD 6x... I'm sure there were many investors in '94 rolling their eyes at even the possibility this might happen. At the same time, I wouldn't label a 500% increase in valuation as conservative. It's more likely the possibility that the ceilings we see now are just the next floor up.
    May 9, 2013. 03:05 PM | 2 Likes Like |Link to Comment
  • Potential New Dividend Winning Stocks For The Next 20 Years [View article]
    Thanks for the article. I always look forward to seeing dividend articles such as these. The ancien dividend regime works currently, yet for someone fairly young like myself, I want to be forward looking and not be buying the go-to dividend stocks at all time highs: $KO, $MCD, $JNJ. Just to name a few.

    I like (love?) and currently hold many of the future winners you have stated within my Roth IRA: $AAPL, $F, $GE, $CSX, $INTC. I personally am not nearly as optimistic about the share values increasing in the amount you have outlined. However, that doesn't stop me from seeing the long term value in those companies moving forward.

    Do you consider companies that maybe are not true dividend stocks currently but may grow into becoming one? Those such as $DIS and $WFM? Perhaps that is a separate more speculative article.
    May 9, 2013. 08:56 AM | 2 Likes Like |Link to Comment
  • Microsoft's Surface Pro: It's A Hit [View article]
    The big place I see them is going to be with companies on Windows domains that want control over their devices. So rather than handing out an iPad, they give these. IT department where I work has trotted them out. They are so-so. Really more of a mini laptop than a tablet in my opinion. Battery life needs serious work. Keyboard can be fluky. Bluescreens on me when working in ASP.net development environments. Tirelessly slow for when working in Photoshop on hi-res images. Altogether, I'd rather have an 11" laptop than this. But I see the future in it. It certainly is better than anything HPQ or Dell has come up with. MSFT needed a decent vehicle for a Windows 8 delivery and they got it. But it's just that. Decent. And it certainly isn't going to catch on for a vast majority of consumers at that price point.
    Apr 15, 2013. 10:09 AM | 2 Likes Like |Link to Comment
  • Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
    Reminds me of that MadTV skit.
    http://bit.ly/16noIus
    Apr 3, 2013. 09:16 AM | 2 Likes Like |Link to Comment
  • Wal-Mart: A Reliable Dividend Growth Stock [View article]
    Thank you for the article. It adds some quantitative weight to my plan to buy if there is a correction over the next few months.
    Mar 25, 2013. 09:09 AM | 2 Likes Like |Link to Comment
  • The District of Columbia passes a bill requiring large retailers like Wal-Mart (WMT) to pay employees $12.50 per hour, compared to the minimum wage of $8.25 in Washington. The battle is nothing new for Wal-Mart which has defeated similar measures in other large cities as it continues its strategic move into metropolitan areas. [View news story]
    Walmart could just skirt this by building Walmart Express stores (under 70k sq.ft.) throughout the district. I don't get the measure or it's thresholds. What is the difference between the welfare of an employee at a smaller print store than a one larger than 70k sq ft? Weird political dynamics at play with little concern for reason.
    Jul 11, 2013. 09:37 AM | 1 Like Like |Link to Comment
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