jswede

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+2 / -3

156 Comments

    • Tue Jul 29th 09:22 AM | Rating: 0 0
      Commented on:
      Significant Value in Combined Siri/XM from Merger Synergies - Citi
      no, you're right valuestock, it'll NEVER happen:

      www.latimes.com/busine...

      gizmodo.com/371116/chr...

      and that was from a 3 second google search... your car will be connected to your home and autoshop and more by internet in 2010 -- the kids will be surfing in the back.

      So if I already have internet, why on earth would I pay for a separate satellite service...?
      View article »
    • Tue Jul 29th 08:53 AM | Rating: 0 0
      Commented on:
      Significant Value in Combined Siri/XM from Merger Synergies - Citi
      internet based radio/services will take over before this merger gains any traction... these stocks are dead.

      for example, my iPhone is a full-fledged portable internet radio - the barriers to entry are gone. as soon as the internet is standard in cars (and that's right around the corner), the growth is completely gone... the satellite infrastructure is now redundant.

      add in Sirius XM's debt and this story is a slam dunk.
      View article »
    • Mon Jul 21st 10:16 AM | Rating: 0 0
      Commented on:
      Apple Investors Nervous as Earnings Call Approaches
      "what's next", Pauly B?

      How about 10% PC market share...? then 15%... then 25%, and so on...

      ...and exactly OFFTHEOBT: long horizon investors have zero to fear... perhaps just some more opportunity to buy more..
      View article »
    • Wed Jul 16th 16:48 PM | Rating: 0 0
      Commented on:
      Bill Ackman's Plan to Save Fannie and Freddie
      he was alone - and dead on - about MBIA about 5 years before anyone else even listened.

      and I'd hope he talks his book - that's what any good manager will do. you don't have to listen
      View article »
    • Mon Jul 14th 12:32 PM | Rating: 0 0
      Commented on:
      Apple Sells One Million iPhones in Three Days
      doriso3: said: "apple has wonderful features if you want to walk around all day using the web and I tunes.this ,too will come to an end. when the parents of the young tech virtuosos get their monthly charges for all of the extras and roaming charges which is part of the ATT program,watch out. the big uses for most people on the cell phones are text messaging and phone use and e-mail. The I phone doese not pass muster in these qualities."

      ....doriso, you have an incredible skill at looking into the future.... I mean, the past.
      View article »
    • Sat Jul 12th 03:42 AM | Rating: 0 0
      Commented on:
      Bond Expert: Friday Wrap
      you 'lose less' by 'keeping your money in the mattress' ??

      Your mattress returns more than USTs, is that right? u r smart.

      There really should be a short quiz before you can post here.
      View article »
    • Tue Jun 24th 10:01 AM | Rating: 0 0
      Commented on:
      Sirius Satellite Radio is Seriously Undervalued
      cos1000... I knew I should have said "under 30".. lol.

      Anyway, my point is - and I admit I was not clear this time - that the internet is coming to the car, making the satellite infrastructure obsolete. The barrier to entry for competitors of subscription, commercial free, broadcasts - just like XMSR/SIRI - will become practically nil.

      The rest of the story, complete with compressed margins and huge competition, is easy to figure out. and in the end, why even have satellite radio in the car when the internet - which also communicates diagnostics to my car shop/dealer and lets me control things in my house and get email etc - will provide the same type programming and is already there?
      View article »
    • Tue Jun 24th 08:50 AM | Rating: 0 0
      Commented on:
      Sirius Satellite Radio is Seriously Undervalued
      satellite radio is going to die. I've not heard of anyone under 35 with any interest at all.

      The fullblown internet is coming shortly to the car anyway, which means tens of thousands of station and podcasts etc available -- why would anyone pay for a redundant information/music system in satellite then?
      View article »
    • Thu Jun 19th 13:04 PM | Rating: 0 0
      Commented on:
      Election 2008: Obamanomics and Its Achilles' Heel
      skjellifetti, it seems to me it's you who are "cherry-picking&q... of the Reagan policies... it wasn't Reagan's defense spending that spurred the growth. If anything, that hindered the full effect of his tax policies and reduction in regulation, which were the true driver...
      View article »
    • Thu Jun 19th 08:56 AM | Rating: 0 0
      Commented on:
      3G iPhone: Growth and High Margins for Apple?
      good stuff. thanks for laying that out.

      (meanwhile, on a ranch far removed from any media, Macs just keep chugging along, picking up market share by the percentage point... sshhhh... don't talk about it... let's keep focus on the iPhone... and the App Store... and iTunes... Macs quietly taking over is just peripheral... sshhh....)
      View article »
    • Tue Jun 17th 10:54 AM | Rating: 0 0
      Commented on:
      Value in Regional Bank Stocks?
      nice piece
      View article »
    • Thu Jun 12th 12:48 PM | Rating: 0 0
      Commented on:
      $1.2 Billion in iPhone Apps? Not Likely.
      Well written and though I don't fully agree - I am glad to've read this take.

      However:

      "His 55 million “conservative” estimate is anything but. So far, Apple has sold 6 million iPhones since it launched nearly a year ago, and is on track to sell 10 million total by the end of 2008. Munster thinks it will be able to sell 45 million in 2009, or more than seven times what it sold during its first year. Yes, the price cut (if you can call it that) to $199 will spur more sales. But not 7X more sales."

      You're not taking into account the exponentional growth of the base in the last year (months, even). Add to that the fact that APPL is now finally giving Europe and Asia what they require in 3G. The previous version was nothing but a beta release in most of the world... I'm astounded it sold as well as it did in Europe.

      So, you say "7x"? I say yes - entirely possible.
      View article »
    • Thu Jun 12th 09:57 AM | Rating: 0 0
      Commented on:
      The 20 Highest Yielding Dividend Aristocrats
      and right on cue: KEY cuts their dividend by 50% this morning...

      and that won't be the last of your list to cut severely in the very near future...
      View article »
    • Thu Jun 12th 09:15 AM | Rating: 0 0
      Commented on:
      The 20 Highest Yielding Dividend Aristocrats
      FITB, RF, CMA, KEY, BBT etc are at-or-near "survival mode" operation currently... so yes, they look attractive on a valuation basis vs last quarter... but it's not like they're already thru their rough times... to count on those dividends going fwd is dubious
      View article »
    • Sun Jun 8th 12:42 PM | Rating: 0 0
      Commented on:
      Headwinds for Gold?
      "Anyone with money not actively invested would be nuts to hold it in dollars or euros instead of gold."

      that's well put, and sound advice for us all
      View article »
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