Wal-Mart Strike Reminds Us What Time It Is [View article]
Dana could be right that WMT labor issues could become a serious concern, but I think that he is over-reacting. Every corporation has to deal with adverse conditions -- even in good financial times. I recall former Stanford University President Donald Kennedy once noting that the right course of action is not reflected in an absence of complaints -- complaints are a growth industry. If you find yourself getting complaints about equally from both sides of the issue, you're probably in the right place. Looking to sell a stock every time a corporation faces difficulties would be futile because you buy problems with any stock you buy. I suggest assessing how well the corporation handles its challenges before deciding whether to part company.
I bought MSDFT this past week because I believe that its board will insist on innovation, forward-thinking, and spirited execution. Continuing and continually refining some of its traditional products will be important, but what brings MSFT back to prominence will probably be products not yet imagined. Copying the Apple Store concept will be seen by some as confirmation that MSFT is a follower rather than a leader, but if the customer experience in the new stores is vibrant and successful, MSFT could start to change how the public sees it. That could lead to increasing interest in acquiring the stock.
Is The Post-Jobs Apple Still A Buy 1 Year Later? [View article]
Thanks for the article. APPL will have to pay in stock price for a while for its iPhone problems in maps, questions about whether APPL has lost its leadership cachet and linkage with high quality, FoxConn problems that are not APPL's fault and are more complex than workers' demand for higher pay, and concerns from exaggerated scrutiny that tends to follow drops in stock price. The difficulties will be sorted out and investors will, once again, move to APPL because it's a great company that produces fine products for customers and earnings for investors.
An Update On Cisco's Recent Acquisitions [View article]
I appreciate your providing some details about the companies recently acquired by CSCO. They're an interesting mix, but it's hard to know in what ways and how well they will function and impact CSCO and its customers. I'm unconvinced by your assertion that "Cisco's acquisitions to date indicate that the company is becoming well-positioned as a global market leader that manages market challenges adroitly." Acquiring companies is a lot easier than creating successful transitions for them, managing a substantially changed corporate structure, and deploying assets effectively. I am eager to see how adroit CSCO can become.
Cisco Rebounds With A Strong Performance [View article]
Paulina -- Thank you for the information about CSCO's financial situation and the admission by Chambers that the company lost its way. What I would like to understand better are the directions of its research, the status of preparation for any new services or projects, and the conceptual and practical reasons that it believes it will be a successful player in what is probably going to be a congested field of top companies in providing Cloud services.
Microsoft: Low Valuation, Strong Balance Sheet, And Growing Cash Flows Make It A Buy [View article]
Although I cannot say that I am excited by MSFT, I have been considering buying some shares for quite a while. Your article encouraged me that changing demands and helpful acquisitions might inspire MSFT to become more creative and productive. Thanks --
What To Do About Adams Resources' Volatile, Crazy, Irrational Run [View article]
I've contacted people at Charles Schwab several times to say that their equity ratings seem nonsensical. Thanks for posting your article. I like to go back over and see what I can learn from the trajectory of former holdings, and it was interesting today to see your piece on AE.
Apple Retail Store Profitability Analysis [View article]
It's very helpful to see the patient, detailed way that you approach the question to discover the truth rather than to advance a personal belief. Thank you for an interesting and valuable posting.
Opportunities To Play The Explosive Growth Of Big Data [View article]
Thanks -- I enjoyed and learned from this report and appreciate your providing statistics of data size and growth as context for your arguments. It's challenging to try to take in the increasing amount and complexity of data and to imagine how the world may change as a result of the way that it is processed and managed.
What To Do About Adams Resources' Volatile, Crazy, Irrational Run [View article]
Part of the rise might have come from Charles Schwab's giving it an A rating (at the same time, it rated IBM a D). The meteoric rise seemed likely to be followed by a quick ride down, and I'm glad to have exited the position at the end of March.
Wal-Mart Strike Reminds Us What Time It Is [View article]
Is Microsoft A Value Trap? [View article]
Apple After The Riot, Shortage, Strike, Etc.: Still A Buy? [View article]
Is The Post-Jobs Apple Still A Buy 1 Year Later? [View article]
Managed Service Providers in Key Markets Adopting IBM PureSystems to Grow Business [View article]
An Update On Cisco's Recent Acquisitions [View article]
Cisco Rebounds With A Strong Performance [View article]
Microsoft: Low Valuation, Strong Balance Sheet, And Growing Cash Flows Make It A Buy [View article]
What To Do About Adams Resources' Volatile, Crazy, Irrational Run [View article]
Apple Retail Store Profitability Analysis [View article]
Opportunities To Play The Explosive Growth Of Big Data [View article]
What To Do About Adams Resources' Volatile, Crazy, Irrational Run [View article]
Microsoft: Loaded With Cash And Ready For Growth [View article]
New Rule: Buy Microsoft Under $30 [View article]
Apple Is A 'Must Buy' Deep-Value Dividend Stock [View article]