Has The Future Changed That Much For Tesla Motors? [View article]
I assume everyone here remembers the parabolic rise of AAPL. TSLA is an innovator with a genius CEO that is a game changer. Sound familiar. Model S smells alot like the iphone in terms of being a game changer. Sure, the stock has popped huge. The bears are getting rocked and it is about time. Musk has figured it out. After the X, they will be coming with a much more economic car in the 40k range. Sorry author. You missed the whole point by picking at the scraps.
5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
Mr. Hart. As always stellar! Seemed like Igor must have taken your points from your article before his interviews on CNBC and Bloomberg. Please continue to feed us with analysis as it continues to support my new found conviction in this wonderful company. If only I had traded out on your July piece about Apple!
Mr. Market is in my opinion stupidly bidding down DIS which I have used as my opportunity to leverage into as many calls as my allocation principles can take. Saw that the SA editors deemed your article an Editor's Pick which I give congratulations. Management certainly recognizes your abilities as I can only assume that the SA community will soon recognize you as the DIS guru and a top notch contributor.
ACADIA Making A Strong Case For A Long-Term Investment [View article]
Now even Cramer is getting on. This company has incredible technology and will prove a blockbuster and I can't imagine it not being acquired soon. I would actually prefer they do an additional phase three as it will likely give more time to accumulate (just me being selfish) and perhaps delay the inevitable takeover.
The street obviously wanted much more that what AAPL provided. This was supposed to be the quarter that shut the bears up with all of the "wow" factor products hitting the consumer. The street did not get this and now the perception is that AAPL is the next stagnate mega cap tech stock. That is why the sell off continues until the street lets go of AAPL as a growth stock and accepts it as a value stock, the bottom is gonna have a 3 handle on it in my opinion. Not to mention that the retail investor has been in large part destroyed by this company. Of course shareholder protections like increased buyback is one defense but the arrogance of management will not allow this to happen. I am so sick of hearing Oppenheimer state that the board is always considering increased dividends and buybacks for the benefit of its shareholders. Such bs. BTW - he has got to be the worst CFO out there. I think it is a breach of duty to take cash and invest in basically zero coupon investments. What does this guy do all day?
Bad Apple -- Likely Less Than Appealing Earnings [View instapost]
There is no doubt that AAPL has lost it. Considering that I am absolutely out, your article certainly reaffirms how much AAPL is on the long term down trend.
Reminds me of watching "shark tank" a couple of weeks ago where a couple of moron business finance students tried to lecture the sharks on business. I am a full time practicing lawyer and my rule of thumb when interviewing associates that as soon as they begin lecturing me on the law in my field I put a big red x through the resume. Sorry, law school or the "Xavier" MBA program does not make you in any way an expert. Period.
I agree Positive Equity. I wonder if this guy did an ounce of study reading other info on SA regarding AAPL. I actually feel more retarded after reading it and Mr. Market already does that on a daily basis.
This article from an MBA student (please note absolute sarcasm) is about as helpful as the moronic call by Citi in terms of downgrading AAPL 20 days after initiating at a buy. I guess I can take from this article and Citi the following:
1) Do not give an ounce of relevance to an MBA grad student who thinks that is historical analysis that he learned from a class case study matters; and 2) Never take a call from Citi's wealth management department which are almost as annoying as Zacks.
I love the fact that I've been able to double down on AAPL at todays price point. Can't wait for 2013 and we are out of the capital gains sell off on AAPL.
Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
biothoughts - awesome. I actually printed off your comments and charted it on my calendar and then I went ahead and set some buy orders for CELG. You are the man.
It's Time To Buy Back Celgene On Abraxane [View article]
Appreciate the article. I think the latest macro troubles have really kept CELG subdued and is a great opportunity. The indication of the phase III results for pancreatic lead me to believe that Abraxane will soon be a billion dollar a year drug in 2014 which makes this stock stupid cheap. Not to mention that investors have left Revlimid as a front line treatment for dead since the European withdrawal, the metrics get even cheaper. I agree that the time is now. I certainly enjoy trading, but with CELG I love just owning it and continuing to accumulate. Don't even feel comfortable with selling calls. I'll let the buyback act as my hedge which management is brilliant at btw.
Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
Thanks for the article. I hope that the editors did not sit on it as the release by Celgene of its positive results after the bell Friday are not mentioned herein. Perhaps you can offer a little more insight now that we know that it does increase survival rate in pancreatic cancer. Would you consider Abraxane to possibly be as much of a blockbuster as Revlimid considering this positive news? Any insight into any other applications for Abraxane? After hours saw a very nice bump which is certainly a nice weekend gift for myself and fellow longs especially considering price action post earnings coupled with the fiscal cliff whining.
Apple: Take The Money And Run (Part 2) [View article]
Same old same old. Another AAPL doom-sayer. All these AAPL shorts are so obvious as well as predictable. Price action has admittedly been awful since early September but there has been no fundamental change other than absolute morons like Doug Kass and this author trying to pile on.
I have spent this weekend in NYC and it is incredible as to the number of people I see glued to an I-Phone, I-Pad or MacBook. Occasionally you see someone with a Samsung but it is very far and few in between. I have never felt better being an AAPL shareholder as I do right now. It boggles the mind to think of the revenue AAPL is deriving from each of these users.
Finally, on Samsung. I love the haters who constantly puff about how the 5 is a catch up to Samsung. This copy cat artist actually considers a bigger screen as innovative. Not to mention spouting about the ability to tap phones and share playlists. Are you kidding me!!? Is this the leap and bound that Samsung is actually attempting to claim as the "next big thing already being here." Almost as pathetic as the shorts (like this author) who are using this weakness as an "I told you so" - hence the reference to this being Part 2.
I know, I know. Margins are going down and the huge base of AAPL users are going to chuck the I-Phone in the trash and obtain a Nokia or a Droid. Sigh. Getting so old and so obvious. Almost as pathetic as Samsung's "innovation"
Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more) [View news story]
To a very limited extent. As a matter of law, the Judge could reverse the jury but it is very, very rare. The upper Courts will also scold a Judge for overturning a jury especially as it pertains the evidentiary matters. So your comment that a judge can overturn is really what you would see on TV and gives false hope to AAPL shorts like yourself.
Cisco Systems - Investors Cheer As The Company Boosts Its Payout [View article]
Thanks for the insight. I admittedly got lucky buying some calls into earnings and am certainly looking forward to a nice pop. However, now after reading your article and digging into CSCO more, I am going to go ahead and exercise and go long. Dividend is appealing and I'm impressed with company performance. Also saw that Goldman and Jefferies got very positive last week and I can see more analysts to follow. I can also see more investors coming in now with more dividend protection which will make them more comfortable especially now that treasuries are starting to get nailed. Great move by management.
Has The Future Changed That Much For Tesla Motors? [View article]
Has The Future Changed That Much For Tesla Motors? [View article]
5 Growth Signals To Look For During Disney's Earnings Conference Call [View article]
Mr. Market is in my opinion stupidly bidding down DIS which I have used as my opportunity to leverage into as many calls as my allocation principles can take. Saw that the SA editors deemed your article an Editor's Pick which I give congratulations. Management certainly recognizes your abilities as I can only assume that the SA community will soon recognize you as the DIS guru and a top notch contributor.
You nailed it!
Thanks
ACADIA Making A Strong Case For A Long-Term Investment [View article]
Apple's CEO Discusses F1Q 2013 Results - Earnings Call Transcript [View article]
Bad Apple -- Likely Less Than Appealing Earnings [View instapost]
Consider Selling Apple Stock [View article]
Consider Selling Apple Stock [View article]
Consider Selling Apple Stock [View article]
1) Do not give an ounce of relevance to an MBA grad student who thinks that is historical analysis that he learned from a class case study matters; and
2) Never take a call from Citi's wealth management department which are almost as annoying as Zacks.
I love the fact that I've been able to double down on AAPL at todays price point. Can't wait for 2013 and we are out of the capital gains sell off on AAPL.
Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
It's Time To Buy Back Celgene On Abraxane [View article]
Survey Of The Pancreatic Cancer Drug Market With Celgene's Abraxane In Focus [View article]
Apple: Take The Money And Run (Part 2) [View article]
I have spent this weekend in NYC and it is incredible as to the number of people I see glued to an I-Phone, I-Pad or MacBook. Occasionally you see someone with a Samsung but it is very far and few in between. I have never felt better being an AAPL shareholder as I do right now. It boggles the mind to think of the revenue AAPL is deriving from each of these users.
Finally, on Samsung. I love the haters who constantly puff about how the 5 is a catch up to Samsung. This copy cat artist actually considers a bigger screen as innovative. Not to mention spouting about the ability to tap phones and share playlists. Are you kidding me!!? Is this the leap and bound that Samsung is actually attempting to claim as the "next big thing already being here." Almost as pathetic as the shorts (like this author) who are using this weakness as an "I told you so" - hence the reference to this being Part 2.
I know, I know. Margins are going down and the huge base of AAPL users are going to chuck the I-Phone in the trash and obtain a Nokia or a Droid. Sigh. Getting so old and so obvious. Almost as pathetic as Samsung's "innovation"
Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more) [View news story]
Cisco Systems - Investors Cheer As The Company Boosts Its Payout [View article]