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  • WhatsApp roundup: Service restored after outage [View news story]
    Quick ...

    What is WhatsApp, what do they do, have you or anyone you know bought anything from them?
    Feb 23, 2014. 12:53 PM | 1 Like Like |Link to Comment
  • Bloomberg: Microsoft slashes Windows price [View news story]
    Yes, strange. On the surface (no pun intended), the Chromebook looks appealing, but side-by-side with an inexpensive Windows laptop, not so much.

    A race to zero which Google can survive but a problem for Microsoft and eventually Apple.
    Feb 23, 2014. 12:49 PM | 1 Like Like |Link to Comment
  • Transcripts show how Fed took time to understand scale of crisis [View news story]
    The beauty of the whole mess was the "too big to fail". The players were playing with taxpayer and depositor money. And shorting the very instruments they sold to unsuspecting clients. Heads I win, tails you lose, or whatever cliché you want to use.

    This will be lectured about 50 years from now in the B-schools as a thing of beauty. :)

    The task at hand is to figure out what the players are up to now and try to get out front or buy protection.
    Feb 23, 2014. 12:45 PM | 2 Likes Like |Link to Comment
  • This Undervalued High Dividend Stock Blew Out Earnings And Has Big Dividend Growth Potential [View article]
    Almost everything is where "it is" because the 10-year is sub 3% and MM is sub .5% and has been for years.

    Don't attribute too much to genius.

    If these folks are empire building because of low/no cost money, look out below.

    Of course no one knows how long interest rates will remain near zero as food, tuition, health care, rent, etc. continue to ramp higher. And, savers and safe 'n sane investors are crushed.

    Bernanke and his crew must still know/sense that big time debt instruments continue to sit on the books at the highest levels that only near zero rates for "forever" will cure.
    Feb 23, 2014. 12:26 PM | 2 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    To maintain a growth trajectory with the iPhone leading, you are approaching Apple selling an iPhone to almost everyone on earth almost every year.

    Not sure that's going to happen.
    Feb 5, 2014. 10:48 PM | Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    When you are making a complex, self-contained, electro-widget, tele-comp device by the millions, you can't change form factor overnight.

    As many have mentioned, the very large size and scale of a company can eventually be a negative as smaller and/or more nimble competitors encroach.
    Feb 5, 2014. 10:46 PM | 1 Like Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    This guy has a rule. He takes a position and if it goes against HIM, he gets out at a max 10% loss. Not a bad discipline.

    He's not saying $450 is some magic line in the sand that he can see.
    Feb 5, 2014. 10:37 PM | 2 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    Not investable because the big shareholders, the company, Apple vendors, etc. are unpredictable from here.

    Could be $80 or $800, and quickly.
    Feb 5, 2014. 10:32 PM | Likes Like |Link to Comment
  • 8 Solutions To Compensate For Low Interest Rate Bonds [View article]
    "but this is the price to pay to access quality preferred shares"

    What are examples of preferreds that fund managers have access to that the typical retail investor would not?
    Feb 4, 2014. 03:21 PM | 1 Like Like |Link to Comment
  • Tesla completes its own Cannonball Run [View news story]
    I would re-think the suggestion that potentially 100's of thousands of lithium or nickel-metal hydride batteries can be "thrown in the trash".

    Show us the environmental impact of mining the materials, making the batteries, recycling the batteries and/or disposing of the batteries.

    My point is that this is not simply bio-mimicry of photosynthesis.
    That get's you a small veg garden in your backyard, but not from home to work and back.

    Investors need to look at the laws of physics and thermodynamics and ignore Moore's law here.
    Jan 29, 2014. 11:38 AM | Likes Like |Link to Comment
  • Doubling Down On Apple [View article]
    I gave everyone in my org an iPhone5 and iPad3 and said, OK that's it -- get your work done now. Hasn't really worked out.
    The iPhone is really not much more than just a phone and mainly just for texting in everyday, real-world use. The iPad has proved to be just a reader.
    To browse the web, the larger screen is needed since most/many web sites have not yet gone HTML5 and responsive.
    Follow a student or business person in the real world for a week and observe how they REALLY use their iPhone and/or iPad.
    In my focus group a few years ago everyone bought Apple. Recent checks, large screen androids for phones and inexpensive tablets.
    NOTE: My Apple devices have been extremely reliable. Not a single problem or issue since purchased.
    Jan 28, 2014. 12:05 PM | 1 Like Like |Link to Comment
  • Tesla completes its own Cannonball Run [View news story]
    Like PayPal, to disrupt and disintermediate the traditional dealer/franchise auto biz is not a bad idea.

    And like Apple, to "own" 10% of a market and maintain monster margins paid by the fanboys is also not a bad idea. :)
    Jan 26, 2014. 11:31 PM | 1 Like Like |Link to Comment
  • Tesla completes its own Cannonball Run [View news story]
    The idea and first implementation of electric powered cars dates back to the early 1800's. You call that entrepreneurism?
    Jan 26, 2014. 11:29 PM | Likes Like |Link to Comment
  • Tesla completes its own Cannonball Run [View news story]
    Has anyone really looked at the environmental cost and $ cost of disposing/recycling these batteries.?
    Makes you want nuclear power again in comparison.
    Jan 26, 2014. 11:25 PM | 3 Likes Like |Link to Comment
  • Tesla completes its own Cannonball Run [View news story]
    Aside from the laws of thermodynamics (which the dot-bombers turned alt energy investors refuse to acknowledge), the laws of economics will soon kick-in.

    A big chunk of the price of a gallon of gas is taxes. In part to pay for the same roads that electric cars use but don't help to pay for.

    The tax man cometh some day.
    Jan 26, 2014. 11:23 PM | Likes Like |Link to Comment