jswede

Total Rating:
+2 / -3

156 Comments

    • Thu Apr 10th 08:47 AM | Rating: 0 0
      Commented on:
      Stocks vs. Bonds: A Surprising Result
      I think author means to convey that he'd have thought he'd get a lot more return for taking on stocks' inherent volatility.

      [Difference in return] "isn't that much" is relative. To you guys, with 40 year horizons, it's a ton. For the investor that went long SPX in 2000 and is still negative, it's nothing.
      View article »
    • Tue Apr 8th 12:14 PM | Rating: 0 0
      Commented on:
      Apple Facing Serious Downside Risk - Morgan Keegan
      >>"And "Morgan Keegan, one of the best research houses on the Street"....says who ? I've worked on Wall Street for over 20 years, Morgan Keegan is not top tier anything."<<...

      Morgan Keegan was Barron's #1 three times 2003-2006, and Barron's #1 "Overall Last 3yrs" in 2006.

      Your problem is you only looked on Wall Street.
      View article »
    • Wed Mar 26th 10:31 AM | Rating: 0 0
      Commented on:
      Why I Don't Own Commodities
      and you sleep well also... on a pile of money. lol. good post.
      View article »
    • Fri Mar 7th 09:18 AM | Rating: 0 0
      Commented on:
      8 Reasons To Buy Apple Stock Now
      I returned my HD-DVD after it lost the HD player battle -- just as I was about to pull the trigger on a Blue-Ray, AppleTV 2.0 was announced. Figuring discs will be obsolete in the future anyway, and the nice price on AppleTV, I decided to go that route.

      It's not everything I always wanted, but holy smokes the potential. This has turned the corner from being Jobs' "hobby". This is the home device that every iPod owner will want. and there are, ahem, a few of them out there.

      Your Reason #2 is spot on.
      View article »
    • Wed Mar 5th 15:55 PM | Rating: 0 0
      Commented on:
      Apple Stock: Still 35% Off at a Broker Near You
      "You buy a sports car for performance as well as cache. The Air fails on performance. I guess it's all "air"."

      in 3-4 mos, hitch some rides across the pond, and sneak up into 1st class - just to walk thru - pretend you're going to the bathroom. Look around - the lap top in front of 4 of every 5 passengers will be an Air. THIS is the market that the Air is meant for - not you.

      I suppose by your insightful analysis, the luxury market stocks are also all going to zero?
      View article »
    • Mon Mar 3rd 08:13 AM | Rating: 0 0
      Commented on:
      Two Notes on Apple; Bad News Appears Priced In
      while missing iPhones (0.5% of revenues) and a slowing of iPod (34% of revenues) sales to single digit growth (!) take all the press, the Mac (43% of revenues) keeps on chugging - taking PC marketshare by a % point per year and 40% YoY (9/06-9/07) revenue growth... Analysts: keep talking about the iPhone and iPod, please! I want some more time to make more money to put into AAPL at these levels.
      View article »
    • Fri Feb 1st 10:46 AM | Rating: 0 0
      Commented on:
      Apple's Asian Production: Macs Up, iPods Down, iPhone Volatile
      the iPhone is a nice peripheral product, and definitely a part of the future, but trading the stock on the volatility (and how many are "missing!") of a product segment that is 0.5% of AAPL's revenues is incredibly short-sighted. All that really needs to be known is that it's the most successful phone launch in history, and it's not going away.

      What should be the focus for longterm investors is the Mac sales (up ~50% YoY, I believe) which compose over 42% of revenues, and the fact that they are taking PC marketshare by the CHUNK in recent years. There's no reason - now that they're running Intel chips (olds news, I know, but relevant) - that PC marketshare won't DOUBLE to ~10% in the next few years, and only pick up steam from there. DOUBLING of their largest revenue, highest margin product. It's pretty much written on the wall, but not many are reading it.

      My little brother, amongst other Comp Sci type work/projects, runs a little business fixing and cleaning up viruses/spyware etc for friends/family who are (were) all running Windows PCs. He brings his MacBook with him for diagnostics etc, and tells me that in the last year, at least 1/4 of the folks he does work for have bought a Mac and almost all others plan to do so next time around. There's a million stories like this - all folks need is a little exposure and they are sold. Apple stores are all PACKED all the time. Anyone selling at 130 notice that, and understand what it means??

      This is such a bargain at 135, 25-30 P/E, it's like stealing.
      View article »
    • Tue Jan 15th 15:53 PM | Rating: 0 0
      Commented on:
      Apple's Post MacWorld Drop - More to Come or Buying Opportunity?
      "APPLE'S stock price is based on successive new products."

      AAPL's stock price is (should be) based mainly on PC market share which they are eating up by the percent every few quarters... double digits will be in sight by the end of 08. $350 by the end of 08. $205 by the end of next week.
      View article »
    • Tue Jan 15th 15:50 PM | Rating: 0 0
      Commented on:
      Apple's Post MacWorld Drop - More to Come or Buying Opportunity?
      "iHelicopter"... --- best thing I've read on here all year. lol!
      View article »
    • Tue Jan 15th 09:13 AM | Rating: 0 0
      Commented on:
      Sears' Lampert: How Much Trouble Is “The Next Warren Buffett” In?
      there's a good little read on ESL/Sears at portfolio.com... micromanaging and analysis to the point of paralysis.
      View article »
    • Fri Jan 11th 13:06 PM | Rating: 0 0
      Commented on:
      The Real Story on Countrywide, Cont.
      "6. Big question, of course, is what Countrywide investors will get. (Not as much as they expected. The New York Times reported that Countrwide chief Angelo Mozilo never thought he’d get less than $10.)"

      Mozilo will be ok - he made $48mil in 06, and $55mil from 03-05.
      View article »
    • Thu Jan 3rd 12:42 PM | Rating: 0 0
      Commented on:
      God Told Me The Market Will Crash Soon - Pat Robertson
      and boy has he made a lot of money from his followers by being "the face".... "blindly believing" or "crazy like a fox"?
      View article »
    • Mon Dec 24th 09:41 AM | Rating: 0 0
      Commented on:
      Fisking Ben Stein on Goldman's 'Wrongdoing'
      1. no one at Goldman put a gun to an investor's head and said "buy these CMOs".

      2. Goldman's short position in mortgages was at another part of the bank. It was NOT the part that was giving the investor's exactly what they wanted (ie CMO securitization/selling... - it was a decision that came down from the CFO in looking at the bank's entire balance sheet. It's smart management and the decision itself to short carried..... wait for it:

      3. RISK. The shorts were positions they could have easily lost on were they wrong. Of course, now today, in hindsight, according to Ben Stein and Mr Retail Investor, the shorts were riskless because Goldman "knew" the market was going to crash and when. Riiight. Further, had they a feeling it MAY happen, the timing and magnitude were still very much wildcards and involved, again, risk.

      Ridiculous comments. The only party at fault here were the rating agencies failure to communicate inherent risks, but even then, much blame lies with the investor who did not care to look past the ratings and actually understand the product.
      View article »
    • Fri Dec 21st 16:28 PM | Rating: 0 0
      Commented on:
      High-Def DVD Standards War Intensifies
      Pointe, I stand corrected. Don't know where I picked up that misinformation.

      6mos ago, I'd have said Blu-Ray was going to win this.... not so anymore.

      While still lagging, HD-DVD sales are accelerating vs BR - in both players and titles. Many dual format titles are in favor of HD-DVD already, and the ones they lag in are 1:1.5 ratios or less, and shrinking.

      PS3 is disappointing in sales (being nice) and the brunt of its effect on the "war" is in the rearview - the fact that HD-DVD is gaining even with the seeming head-wind from PS3 is telling.

      XBox sells a HD-DVD add-on, and the new XBox will have a built-in HD-DVD.

      The low low HD-DVD player prices vs the relatively expensive BR this hoiliday season should close the gap further, then comes 2008.... when the Chinese players hit:

      The Chinese have HD-DVD making technology, not Blu-Ray.... when the $100 Chinese HD-DVD players hit next year, the sales trends will accelerate further in HD-DVDs favor.

      I agree HD will be a digital file format in the future, and we'll not be using discs for anything in a few years.
      View article »
    • Fri Dec 21st 11:20 AM | Rating: 0 0
      Commented on:
      High-Def DVD Standards War Intensifies
      au contraire, the tide has already started to turn towards HD-DVD... Fox is wavering on BluRay and Disney may soon offer HD-DVD alongside BR... the HD-DVD players are cheaper and they play standard DVDs.
      View article »
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