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IncomeYield

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  • Master Limited Partnerships: Dark Clouds Ahead? [View article]
    Like the CanRoy tax mess up North, if the MLP IPO bubble continues (if there is one actually), and a few blow-up, the tax issue and accounting issues will go front and center with the regulators.

    With shale oil plays popping up all over the US, the geographic distribution may make the big pipeline companies with big networks less important.

    Nat gas is over-flowing storage capacity, do you even need to transport as much? Where do you store it?
    Apr 16, 2012. 11:35 PM | 1 Like Like |Link to Comment
  • Apple's 2-Day Drop And The Lesson To Learn [View article]
    I think there are far more on the sidelines waiting than holders with big paper gains. Let's say you did have a big gain, and sold, and 50% or so of that gain goes to taxes. Now what do you do now?
    Apr 16, 2012. 09:43 PM | Likes Like |Link to Comment
  • Apple's 2-Day Drop And The Lesson To Learn [View article]
    Like the article said, this is like judging the judges (the BIG money) in a beauty contest. It doesn't matter what you think. Also, you can't pick your neighbors.

    There are many more companies with much higher PEs and much less of a future than Apple. What would the share price be if they were afforded the multiple of PCLN, CRM, CMG, AMZN, etc. Ok, fair enough, maybe those companies are over-valued and two wrongs don't make a right.

    That said, just like Microsoft is really a combo of about 80 smaller companies, AAPL is the sum of its parts and anyone of which could/would be a much bigger company if spun off, than the piece now contributes.

    Looking at the chart is a mistake. Each new product, each new iteration is almost like an IPO.

    All kinds of other analysis has already been offered why this juggernaut is going to the moon over next 10 to 20 years.

    I posted repeatedly here some time ago the Raymond James price target support published today. This is just one angle and very powerful. Almost like auto-pilot where very little needs to be spent in marketing to get the next customer or sale. Each developer, each new app, each new installed device, each new customer begets multiples of more -- like rabbits. Unpaid salespersons. Network effect. Whatever you want to call it.
    Apr 16, 2012. 09:36 PM | Likes Like |Link to Comment
  • How To Hedge Your Year-To-Date Apple Gains [View article]
    It looks like he has posted this or something very similar a few places AAPL is mentioned.
    Apr 15, 2012. 12:23 PM | Likes Like |Link to Comment
  • Nokia (NOK) has fixed a software bug that caused its Lumia 900 smartphone - which went on sale last week in the U.S. - to occasionally lose its data connection. Now to fix Nokia's plummeting market share, revenues, stock price and overall value destruction...  [View news story]
    This is winner take all. The business community will NOT support all the devices and operating systems. The Apple price premium is miniscule compared to corp IT support costs.

    Now that RIMM is out, you think NOK is in?
    Apr 15, 2012. 11:36 AM | Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    "I'm out as of yesterday at $611"

    These posts are not credible unless made real time. If Apple had reversed and closed at $620, I doubt he would have posted he sold at $611. Also, it was $611 very briefly -- higher and lower though.
    Apr 14, 2012. 09:43 PM | 3 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    Once Google, Microsoft and Amazon looked closely at the Apple patent war chest, it appears panic set in.
    Apr 14, 2012. 09:40 PM | 2 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    Wait till corporations decide en masse to make the iPhone and iPad standard issue. They will not support all of the platforms, devices, operating systems on the market.

    The support cost savings and standardization absolutely dwarfs the Apple price premium. In this case, "winner takes all".

    And, Apple products are already used at home so the transition to work is easy.
    Apr 14, 2012. 09:38 PM | 3 Likes Like |Link to Comment
  • My Hedging Strategies For Dividend Stock Portfolios [View article]
    Where is your track record published and what CPA firm reviews it? There are standard methods for vetting and analyzing a financial services track record.

    I am always looking for sources to add to my BrainTrust.
    Apr 14, 2012. 09:24 PM | Likes Like |Link to Comment
  • My Hedging Strategies For Dividend Stock Portfolios [View article]
    Exactly. If the market gaps down, the Stop maybe triggered but your Limit price may still be above the market price so the sale is not triggered and the equity could keep dropping.

    All depends on where you set the Stop and Limit price. In addition some believe market makers will run stops that are just sitting there.
    Apr 14, 2012. 09:18 PM | 2 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    Yup, sure did. Seemed to be paired-up with Google.
    Apr 14, 2012. 02:23 PM | 1 Like Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    How do you know that the rise in share price is not just catch-up for 2012 macro stuff, Greece, Uncle Ben, etc? Maybe $600 is still way too low and the Apple story gets significant PE expansion like CMG.

    You can't pick your neighbors. As always, depends what the BIG MONEY does.
    Apr 14, 2012. 01:23 PM | Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    Hard to fathom how AMZN keeps dodging the sales tax issue. Problem is if it bites AMZN it bites every mail order company big and small that ships out-of-state. The local brick n mortar small biz has no political power.
    Apr 14, 2012. 01:03 PM | Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    If PCLN has a moat, I don't see it.

    Apple devices on the other hand are "safe buys", and "must haves". Unless your crystal ball tells you where the dev community is going (mine says toward Apple, not android or microsoft), then you HAVE to buy an iPhone and iPad because there is an app out there or one coming that only runs on iOS.

    And, you won't care if the iPhone and iPad are a few hundred dollars more because the productivity gains from the apps dwarfs the price difference vs. Lumia, Kindle ...

    If the dev community goes entirely browser-based HTML and little or nothing proprietary iOS devices, then Apple has a problem. Not a monster problem, but still an issue.

    Last time I looked, there are a number of iPad EMRs already. Anything for android tablets, for the Kindle? This trend will follow for all vertical markets -- health care, law, architecture, construction ...

    Lastly, the sheer panic on the part of Google, Facebook, and Microsoft trying to grab patents shows the desperation they must be feeling. Sort of a last gasp.

    Just like with Microsoft (and IBM before that), the top will come when Apple is (1) perceived by DOJ to have monopoly power on the devices and apps,
    (2) they start to be predatory as a result,
    (3) they start to have backward compatibility problems with older versions of apps, devices, and iOS.
    Apr 14, 2012. 12:36 PM | 2 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    lol :)
    Apr 14, 2012. 12:27 PM | 2 Likes Like |Link to Comment
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