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flumeride

flumeride
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  • Apple: Thinking Outside The iPad Box [View article]
    Your surface pro has ApplePay? touch ID? You carry it around instead of a phone?
    Aug 15, 2015. 05:16 AM | 1 Like Like |Link to Comment
  • Apple: Thinking Outside The iPad Box [View article]
    I'm waiting to see iPads used more in commercial environments like restaurants. Your server orders via iPad, or there is one at your table to order from or call for a server. Then use ApplePay to pay the bill with the iPad acting as the POS. I think iPads could be integrated into a car to perform many of the functions of a navigation system and media center. I know the car thing is a tricky in that Apple needs to find a company to partner with. Too bad Ford didn't go to Apple initially for their Sync and My Ford systems!!
    Aug 13, 2015. 02:38 PM | 4 Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    At a 15% tax rate $200B becomes $170B. Still a nice chunk of change.
    Jul 22, 2015. 06:54 PM | 3 Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    Dude you have a lot of questions ...

    Companies provide guidance and during the quarter they state estimates of sales, revenues, etc. So Apple expected so much in sales, but actually did better. Thus beats expectations.

    Nobody has a crystal ball, so every forecast is just a guess and in the case of the company it is an educated guess. When you have a new product like the watch who really knows how well it will sell? There are all kinds of variables.

    Sandbagging ... It has been done in the past and that can work quite well. Did Apple sandbag for this quarter? No
    Jul 22, 2015. 06:48 PM | 3 Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    I think a large part the problem with share price is the fact that AAPL has the largest market cap ever. When you are the biggest it affects investor psychology. The company is held in too many funds and those fund managers make moves that we don't always understand. The bar is set higher for the top dog.
    Jul 22, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Shareholder Distributions Appear Unsustainable [View article]
    @author
    How about modifying your table. Separate share buybacks from dividends. Show the divi's as one column, add earnings as a new column, then show dividends/earnings as a new column and then dividends/FCF?

    This would have much more meaning to me. As have been mentioned, share buybacks are not mandatory and are lumpy. Most companies will halt share buybacks long before reducing dividends. In fact most companies initiate share buy backs in lieu of increasing the dividend.
    Jul 14, 2015. 04:51 PM | 2 Likes Like |Link to Comment
  • Shareholder Distributions Appear Unsustainable [View article]
    I agree with TF. Dividends and share buy backs are different beasts. I personally don't believe it makes sense to combine the two and then make the conclusion that future dividends are in danger.

    Share buybacks are not constant. In some cases such as Apple, the company will designate a dollar amount to be used to buy back shares over a period of time. Perhaps 2 or 3 years. Where as dividends are generally constant with a long term trend that we hope to be increasing.

    Another plus with share buybacks is that it decreases the future total dividend cost to the company. Fewer shares = lower total dividend costs.

    I don't see how a company buying back shares this year costs the company more next year.
    Jul 14, 2015. 04:32 AM | Likes Like |Link to Comment
  • What Mobile Wallets And Smartphone Cameras Now Have In Common [View article]
    The cashier doesn't need training. You hold your phone next to the card reader, wait for a card to be shown on screen, you can select any card in your passbook, then use the touch ID. Boom, it's done. You sign if it's a credit card or use a pin for a debit card.
    Jun 15, 2015. 08:31 PM | 4 Likes Like |Link to Comment
  • Ford eyes use of beacons at dealerships [View news story]
    The beacons allow the customer to shop without a sales person breathing down their neck. This is a step toward "no haggle". I see this is something a no haggle dealer would user to their advantage. The customer can get extra info on a vehicle with out the sales person .. Yea!!

    Lots of extra info can be included. More information than what can be printed on a window sticker.
    Jun 15, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • Demand high for Ford F-150 as production remains below full throttle [View news story]
    Maybe Ford did order the proper number of frames, but the 3rd party is slow in delivering the order. That is what is sounds like.

    J, it's obvious you have a bone to pick with Ford, but you need to come up with better material if you want anyone to take you seriously.
    May 30, 2015. 05:15 PM | 3 Likes Like |Link to Comment
  • Demand high for Ford F-150 as production remains below full throttle [View news story]
    J, you missed Joseph's point. The aluminum body parts have to be attached to steel frame via some process. Aluminum cannot be welded to steel because brittle intermetallic compounds are formed. Various approaches have been used to deal with that problem, but for high volume you need a process that is nearly infallible. Do a google search and you will find all kinds of articles discussing the issues.

    Have you ever put in a sprinkler system and made tried to connect PVC to galvanized pipe? It's not as easy as it may seem.
    May 30, 2015. 05:10 PM | 2 Likes Like |Link to Comment
  • Phillips 66 declares $0.56 dividend [View news story]
    I like it,
    May 6, 2015. 03:22 PM | 2 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Apple will watch the market and buy back when if feels the timing is correct. It wasn't that far back when the share price was tanking and Apple made huge buy backs. It put a floor on the share price and the company got a great deal on it's buy backs.
    Apr 30, 2015. 02:18 PM | Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Glad to see you have an open mind Teach. I don't want to say Repubs or Demo's are better, but I do not think bringing the trillions of bucks back home with a tax break is a bad thing.

    Let me ask you this. If an iPhone is made in China and sold in China should that be taxed by the US? I really don't get that thinking. If Apple makes billions overseas and brings those billions home to spend in the US that wouldn't that be a good thing?
    Apr 29, 2015. 10:12 PM | 1 Like Like |Link to Comment
  • 9%+ Dividend Payer Linn Energy/LinnCo Missed By -$0.83, Or Did It? [View article]
    Bulb guy, is the light on? The price as of now is $13.55.

    $0.104 X 12 = $1.248

    $1.248/$13.55 = 0.92

    giving a yield of 9.2%
    Apr 29, 2015. 03:50 PM | 13 Likes Like |Link to Comment
COMMENTS STATS
335 Comments
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