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bailinnumberguy

bailinnumberguy
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  • Is Apple Going To $700, Or Maybe $260? [View article]
    If I could predict w/ certainty what's going to happen later today, I'd make 1 wager on it and retire for life.
    Jan 11, 2012. 08:00 AM | Likes Like |Link to Comment
  • Using Buffett's Favorite Ratio To Analyze Apple And Its Industry [View article]
    Berkshire will pay a dividend from Buffett's cold, dead hand. Completely anathema to his philosophy and what type of investor he wants to encourage.
    Jan 10, 2012. 06:06 PM | Likes Like |Link to Comment
  • Apple's 'Monster Quarter' Will Deliver Monster-Sized Results [View article]
    So Apple stock has made you a millionaire. You bought a substantial block of shares when it was $37 and you think that it's cheap now at $420+. Something in this post doesn't add up.
    Jan 10, 2012. 05:53 PM | Likes Like |Link to Comment
  • Apple's 'Monster Quarter' Will Deliver Monster-Sized Results [View article]
    It's one day. If you believe in a stock, you should buy it and forget about it for a while, checking back on occasion. Any time a stock is near the top of its range you'll always see profit taking. A few months ago, Apple was in the low 360s. It's up $60 since. That's the problem w/ the day trading mentality. A stock can pretty much do anything in the very near term and the shorter the term, the more random the results.
    Jan 10, 2012. 05:45 PM | Likes Like |Link to Comment
  • Reminder: If You Sold Your Apple Stock In October, You Were, In Fact, An Idiot [View article]
    It's actually quite simple: Amazon is overpriced. Amazon is obviously dominant in its business, but its margins are pedestrian. Apple is so widely held by institutions that it can't be accumulated much further due to diversification constraints. Funds are constantly rebalancing to meet their restrictions on individual holdings. There's room to accumulate Amazon, not Apple. So Amazon wins by being the consolation prize. Ultimately its margins will collapse. Just a question of when.
    Jan 9, 2012. 08:50 PM | 1 Like Like |Link to Comment
  • Apple Is Set Up To Materially Beat Consensus [View article]
    Why should Apple pay a dividend? I don't know of any compelling argument for doing it that stands up to careful scrutiny. Most investors would just reinvest the dividend and the net effect would be naught. The cash would be best spent on strategic acquisitions in the supply chain and buying up companies w/ key patents. Some investors think that a dividend magically appears. It's basically just a reduction to a company's retained earnings which should synchronously reduce its share value.
    Jan 9, 2012. 06:07 PM | 1 Like Like |Link to Comment
  • Reminder: If You Sold Your Apple Stock In October, You Were, In Fact, An Idiot [View article]
    AAPL dropped to about $362 during the quarter. Anyone holding the stock at that point who bought it a month or so earlier for $420 was probably feeling like that same idiot.
    Jan 9, 2012. 07:49 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    Options are a great hedging tool. On that I agree w/ you fully.
    Jan 8, 2012. 09:08 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    OK, I can't take strong exception to anything that you've written. I'd still avoid options, however.
    Jan 8, 2012. 09:02 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    As a fund manager, it's exceedingly difficult to beat the market averages because of the constraints of the funds themselves. Diversification requirements and taking profits at less than optimal times ensure that any fund manager will be mediocre in the long run. I'm enjoying the view from the private side, where I can enter and exit as I please.
    Jan 8, 2012. 08:59 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    Relax. I'm only presenting a different POV based on experience.
    Jan 8, 2012. 08:51 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    OK. You got me. I promise I won't read or comment on any more of your stuff. Good luck w/ the e-Book.
    Jan 8, 2012. 07:38 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    You obviously have a book to sell. I was a fund manager and equity analyst for 3 decades b4 retiring into private trading. We did detailed studies on options and short selling. More than 80% of options transactions of any flavor were losers due to spreads and transaction costs. It's 3 times as difficult to make money short selling vs. staying long.
    Jan 8, 2012. 10:44 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    I wouldn't touch AMZN w/ a disinfected 10 foot pole. Their multiples are absurd and they're not exactly a start-up company. They get bargain basement margins and they're rolling the dice on the Kindle Fire. Since the Fire is being sold at a loss, are greater sales volume good or bad? "Our Fire sales are through the roof. Wait a minute, that means we're losing more money." Recent share price erosion seems to bear out my thesis.
    Jan 7, 2012. 03:17 PM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy Because Of Apple's Dominance [View article]
    THANK YOU! I've been screaming this for a long time to anyone who'll listen. Options are best for the writers and as hedges. They're seductive and ultimately a money loser for the average investor. If you're not a highly skilled, experienced investor and do a lot of options trading and short selling, you can expect to lose money.
    Jan 7, 2012. 03:10 PM | Likes Like |Link to Comment
COMMENTS STATS
1,165 Comments
1,581 Likes