A Low Volatility Way To Play The Natural Resource Sectors [View article]
Very good article and discussion guys. I have been looking at this fund and many others and it looks like they tend to go down in price over the years, ending up with 2% returns as George pointed out. Just how does that happen? Are they selling stock shares to pay the dividend? It is not very respectable for them to say "Oh we invest in these good companies (which we all know go up in price) then we pay you the large dividend on top of it."
Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
Rosey, AAPL is NOT for long term investing, not even close. The cell phone and now I-pod, and PC electronics industry is extremely profitable and therefore highly competitive. I have said before - AAPL is now no different then the rest. The above mentioned points that the management is weak and that gives the best clue that AAPL can very quickly become the next Nokia, RIMM, or Motorola. If you want a long term investment go with a monopoly like Exxon Mobile or insurance companies. Listen to Warren Buffett. If you want to gamble play the highest risk industry there is. At least Samsung makes refrigerators and microwaves too.
"We think that Apple could be on the brink of driving a major leveraging up," writes JPMorgan's Mark Moskowitz in a voluminous note defending the stock. He believes the company will take on $15B-$20B in debt and bump the dividend yield to 4%. As far as operations, Moskowitz expects an earnings beat this quarter and upward pressure on estimates for 2013. AAPL +0.9% premarket. [View news story]
I cant believe how many idiots are still holding AAPL. The first rule of investing is dont marry your stock. You are only renting them. I still have no bottom in sight on AAPL on my charts, and once that bottom is hit, I doubt it will rise more than Nokia, Samsung, Rimm, or Motorola. They are all equals now, in a very volatile, unstable fast tracking business. If you are a long term holder, buy XOM or GE etc.
A worrying trend or a contrarian indicator? Leon Cooperman's Omega Advisors was far from the only big hedge fund to unload its Apple (AAPL) position in Q4. Joining Omega were Dan Loeb's Third Point, Thomas Steyer's Farallon Capital, Barry Rosenstein's Jana Partners, John Burbank's Passport Capital, and Eric Mindich's Elton Park Capital. On the other hand, David Einhorn's Greenlight Capital raised its stake to 1.3M shares from 1.1M and bought 275K call options ahead of its Prop. 2 suit (13F). Apple has historically been a hedge fund darling. [View news story]
3 Reasons To Avoid Freeport-McMoRan [View article]
FCX seems to entering the oil arena from a risky perspective. The Jones well that is having trouble. I remember Motorola who was the best and one of the first makers of cell phones, and then look what happened to them after the Iridium Satellite system disaster. They lost $1 billion on that and never caught up. I have no idea how FCX will pan out in the end. I dont think they even do, but I think we need to be talking about what the risk is from this problem well, and whether it is priced into the stock.
Pengrowth Energy Offers 9.4% Yield, Paid Monthly [View article]
I think the comment was the "stock" was risky. Not the company. Any fossil fuel company which has good mngmnt should be around till the reserves run out. However, with Natural gas (UNG) price at 20, compared to 130 just 3 years ago, and expected to remain low for the foreseeable future, those charts posted above also show a declining trend. I dont understand the dividend. Last week it was 6.7%, now it is 9.4? What will the divi be when stock price hits 2.00? If they lower it to 7% again, then those who bought it at 5 will be earning 3%? Right? Thats what the risk is - stock price and dividend changes.
The Variance Between Apple's Intrinsic Value And Analyst Estimates [View article]
I just dont see anything in this model about competition. Apple has invented completely new product categories. That is not likely anymore, so the future growth will be different from the past. What if you used this model on Nokia when the stock price peaked years ago? The Apple stepped in and made a better phone? In technology fields, things move fast and so does the stock price. No model can work for all companies all the time.
The FTC continues to have an axe to grind with Google (GOOG): four sources tell Bloomberg the agency's staff has recommended a suit be filed against Google for its misuse of standards-essential mobile patents, and that a majority of the FTC's commissioners are "inclined to sue." The story comes after October reports claiming Google is thinking of settling with the FTC over the matter, and that 4 of 5 commissioners are support an antitrust suit related to Google's misuse of its search position. [View news story]
Tack, if it helps keep corporate America from mistreating employees, polluting the land , air, and waterways, and playing fairly with their immense powers(such as avoiding monopolies) then suing them for a token amount seems affable.
All you guys amaze me with the details and figures you quote. The numbers and fundamentals make my brain hurt, I would have to be a top accountant to make sense out of them, and not only that, most of the figures are fudged as most corps cook the books anyway. I stand back and look at the whole picture. Jobs and Wazzy started the co. - it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade. Samsung has just lost many patent infringement cases, so Jobs has given Samsung a profit edge as well. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genius even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once considered the best, with parabolic shaped stock charts. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genius. Those of you above who boast of the huge profits you have made owning AAPL, possibly don’t know how lucky you were, and you might find out the hard way in the near future as well. Disclosier; I only trade options on AAPL, and Im never and always long and/or short.
All you guys amaze me with the details and figures you quote. The numbers and fundamentals make my brain hurt, you would have to be a top accountaint to make sense out of them, and not only that most of them are fudged as most corps cook the books as much as they can. I stand back and look at the whole picture. Jobs and Wazzy started the co. it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade.Thats where you are all wrong. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genious even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once a parabolic shaped stock chart. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genious.
2 Huge Reasons To Buy Freeport-McMoRan Today [View article]
Mad Mary has it right. Most demand for gold isnt corporate, construction or industrial like silver. Its people. That, and Mad MAry examples above are the more directly related demand examples, but even used as a currency or store of wealth, it ultimately boils down to having at least something considerable to do with population. And since the supply side seems like it might be less elastic going forward, then the demand side becomes MORE important in the supple/demand equation. For many years in the 1990's, gold mining technology made vast improvements. But the demand increased along with population growth so the prices remained more stable. Then the technology leveled off, and mining costs grew, so demand caused huge rallies in price. I bot KGC at $1, and sold it at 13, but now the miners are not keeping up with gold prices due partly to the costs of mining gold. Thats my take anyway.
Goldman Sachs (GS) is raised to a Buy with $130 price target at S&P Capital. The analysts expect both improved capital markets in H2 and 2013 as well as Goldman picking up market share. [View news story]
The stock and profits came down because almost every way they make money was unethical, and then the feds started to investigate and talk like they were going to make these things illegal. Now all that is forgotten and back to business as usual??? If so, yes, GS will make gobs of money yet again. And likely make more money than any other company on the planet - --- again.....
"You’ve got to start with the customer experience and work backwards to the technology," Steve Jobs once said. Tristan Louis is worried Apple (AAPL) is straying a bit from Jobs' philosophy, even as its engineering work remains top-notch. Apple's decision to release a MacBook Pro with a retina display before updating all its apps to support it is cited as an example, as is its decision to use a power adapter for its next-gen AirPort Express that's different from MacBook adapters. (yesterday) (also) [View news story]
@Tomasview point- good points. Ive noticed no-one has mentioned Steve Wasniac. He actually invented the apple pc, not Jobs. I heard something that he might be in the background at Apple still working? I dont know, but he might be able to keep AAPL stock going up if he can continue to bring ideas in. The reason AAPL stock has been stellar, is because they have created whole new markets, then were the first and best in those markets. NOT because they have the best PC or Tablet. All the other companies can make the best and cheapest products, just look at HP...
"You’ve got to start with the customer experience and work backwards to the technology," Steve Jobs once said. Tristan Louis is worried Apple (AAPL) is straying a bit from Jobs' philosophy, even as its engineering work remains top-notch. Apple's decision to release a MacBook Pro with a retina display before updating all its apps to support it is cited as an example, as is its decision to use a power adapter for its next-gen AirPort Express that's different from MacBook adapters. (yesterday) (also) [View news story]
dude, we dont think it will change the day after jobs died, or the year after. Business doesnt change like that. You are the same type that said we were NUTS if we said Nokia wouldnt be #1 forever. Now you would say we are nuts if we say Nokia wont go under. Nokia was #1 till AAPL came along. And when AAPL was at 12 you were a seller, correct? Well thats when we bought. Now we get ready to sell, because you are still buying. Rinse lather repeat.
A Low Volatility Way To Play The Natural Resource Sectors [View article]
Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
"We think that Apple could be on the brink of driving a major leveraging up," writes JPMorgan's Mark Moskowitz in a voluminous note defending the stock. He believes the company will take on $15B-$20B in debt and bump the dividend yield to 4%. As far as operations, Moskowitz expects an earnings beat this quarter and upward pressure on estimates for 2013. AAPL +0.9% premarket. [View news story]
Apple: Time For Shock And Awe [View article]
A worrying trend or a contrarian indicator? Leon Cooperman's Omega Advisors was far from the only big hedge fund to unload its Apple (AAPL) position in Q4. Joining Omega were Dan Loeb's Third Point, Thomas Steyer's Farallon Capital, Barry Rosenstein's Jana Partners, John Burbank's Passport Capital, and Eric Mindich's Elton Park Capital. On the other hand, David Einhorn's Greenlight Capital raised its stake to 1.3M shares from 1.1M and bought 275K call options ahead of its Prop. 2 suit (13F). Apple has historically been a hedge fund darling. [View news story]
3 Reasons To Avoid Freeport-McMoRan [View article]
Pengrowth Energy Offers 9.4% Yield, Paid Monthly [View article]
Any fossil fuel company which has good mngmnt should be around till the reserves run out.
However, with Natural gas (UNG) price at 20, compared to 130 just 3 years ago, and expected to remain low for the foreseeable future, those charts posted above also show a declining trend.
I dont understand the dividend. Last week it was 6.7%, now it is 9.4?
What will the divi be when stock price hits 2.00? If they lower it to 7% again, then those who bought it at 5 will be earning 3%? Right?
Thats what the risk is - stock price and dividend changes.
The Variance Between Apple's Intrinsic Value And Analyst Estimates [View article]
The FTC continues to have an axe to grind with Google (GOOG): four sources tell Bloomberg the agency's staff has recommended a suit be filed against Google for its misuse of standards-essential mobile patents, and that a majority of the FTC's commissioners are "inclined to sue." The story comes after October reports claiming Google is thinking of settling with the FTC over the matter, and that 4 of 5 commissioners are support an antitrust suit related to Google's misuse of its search position. [View news story]
Sell Apple And Run Away? [View article]
I stand back and look at the whole picture. Jobs and Wazzy started the co. - it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade. Samsung has just lost many patent infringement cases, so Jobs has given Samsung a profit edge as well. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genius even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once considered the best, with parabolic shaped stock charts. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genius.
Those of you above who boast of the huge profits you have made owning AAPL, possibly don’t know how lucky you were, and you might find out the hard way in the near future as well.
Disclosier; I only trade options on AAPL, and Im never and always long and/or short.
Sell Apple And Run Away? [View article]
2 Huge Reasons To Buy Freeport-McMoRan Today [View article]
Goldman Sachs (GS) is raised to a Buy with $130 price target at S&P Capital. The analysts expect both improved capital markets in H2 and 2013 as well as Goldman picking up market share. [View news story]
"You’ve got to start with the customer experience and work backwards to the technology," Steve Jobs once said. Tristan Louis is worried Apple (AAPL) is straying a bit from Jobs' philosophy, even as its engineering work remains top-notch. Apple's decision to release a MacBook Pro with a retina display before updating all its apps to support it is cited as an example, as is its decision to use a power adapter for its next-gen AirPort Express that's different from MacBook adapters. (yesterday) (also) [View news story]
"You’ve got to start with the customer experience and work backwards to the technology," Steve Jobs once said. Tristan Louis is worried Apple (AAPL) is straying a bit from Jobs' philosophy, even as its engineering work remains top-notch. Apple's decision to release a MacBook Pro with a retina display before updating all its apps to support it is cited as an example, as is its decision to use a power adapter for its next-gen AirPort Express that's different from MacBook adapters. (yesterday) (also) [View news story]