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Vartu

Vartu
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  • U.S. Refiners Cash In On Cheap Canadian Crude [View article]
    Since Thursday, NTI has been on the down-swing. Is the likely, nearby approval of the Keystone XL pipeline causing this or what?
    Jan 22 06:27 PM | Likes Like |Link to Comment
  • U.S. Refiners Cash In On Cheap Canadian Crude [View article]
    Since the stock dropped over a dollar after hours last night, it looks like few people understood what was happening. Too bad!!
    Jan 17 11:30 AM | Likes Like |Link to Comment
  • Bakken Update: 2013 Top Bakken Stock Picks [View article]
    But the new guy has given us dilution.
    Jan 16 05:35 PM | Likes Like |Link to Comment
  • U.S. Refiners Cash In On Cheap Canadian Crude [View article]
    You should have waited until tomorrow. Me, too.

    Disappointed.
    Jan 16 04:52 PM | Likes Like |Link to Comment
  • Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]
    You expect Apple to re-invent the wheel every 6 months???? Ridiculous!
    Yeah, Google comes out with Android, then gives it away to Samsung, et al, in an effort to torpedo Apple. This started when the Google CEO was sitting on the Apple BOD.
    Jan 14 02:34 PM | Likes Like |Link to Comment
  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    Probably another instance of component orders being cut because Apple is switching to new vendors and phasing out the old ones.
    Jan 13 10:43 PM | Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    BTW, the chairwoman for the American Association of Manufacturers says the US does 21% of the world's manufacturing and China is #2 at 15%. China assembles lots of stuff using parts from elsewhere and manufactures lots of toaster ovens, etc., while we make lots of heavy equipment.
    Jan 7 06:22 PM | Likes Like |Link to Comment
  • Linn Energy Is A Buy Below $40 [View article]
    Have there ever been any UBTI issues with LINE?
    Jan 7 02:46 PM | Likes Like |Link to Comment
  • Apple: Great Artists Steal [View article]
    " However, doesn't it strike anybody as odd that while the iPad Mini is selling out, the iPad 4 is readily in-stock?"

    Not especially odd. Maybe they under-estimated the mini sales and planned the iPad 4 just right. Or maybe the iPad 4 sales were over-estimated. Whatever, not a big deal.

    Jobs said a lot of things. You can't necessarily take his statements as what he really believed.
    Jan 3 01:38 PM | 2 Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    Android did not start out as open source. Google's attempt to torpedo a former friend.
    Dec 31 09:36 AM | Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    When Apple develops new product categories, you can't blame them for trying to protect themselves from copycats. Again, I think there's something rotten when Google subsidizes Apple's competition by giving them Android at no cost.

    Much (most?) of the recent decline of Apple's share price is because of profit-taking and fear of the financial cliff. Don't be surprised if the share price approaches and maybe passes the high of 2012.
    Dec 31 08:49 AM | Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, Dec. 7,2012 [View instapost]
    Lynas, MCP and others get mentioned in today's FT. Interestingly, you can read the whole article on CNN International's website. The title of the FT version points out that the article is about the heavies. Lynas doesn't get credit for its HREEs.

    http://bit.ly/VmjHxK

    Two excerpts:
    "Molycorp and Lynas look set to satisfy demand for light elements, with room for a third operator, such as Canada's Iamgold."

    "But analysts point to Quest's Strange Lake project in Quebec, as well as projects run by Tasman Metals in Sweden, Matamec Explorations and Avalon Rare Metals in Canada and Alkane Resources in Australia, as those nearest to going in to production of heavy rare earths."
    Dec 31 08:39 AM | 6 Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    If you look at the service ratings in Consumer Reports, Apple is at the top.
    Dec 30 10:55 PM | 1 Like Like |Link to Comment
  • Why Malaysia Will Underperform Against Southeast Asian Neighbors [View article]
    Why not build it in the country that invites you to build it and gives you tax advantages to make it very attractive? Why not build it in a country that has for years strived to move itself up the technological ladder? There were many advantages for Lynas and Malaysia -- and then the political opposition decided they wanted to make it difficult. They hurt Malaysia and Lynas to try to benefit themselves.
    Dec 29 06:41 PM | Likes Like |Link to Comment
  • Comparing Annaly Capital Management And American Capital Agency [View article]
    Check on Business Development Companies like PSEC, FSC, PNNT on Seeking Alpha. Nearly as high dividends as REITs, but maybe more stable share prices.
    Dec 29 06:28 PM | 1 Like Like |Link to Comment
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