Seeking Alpha

Jason 2011

Jason 2011
Send Message
View as an RSS Feed
View Jason 2011's Comments BY TICKER:
Latest  |  Highest rated
  • Real Estate Shifts Into A Higher Gear [View article]
    I completely agree with this writer. I have been in the real estate industry for 25 years and I am invested in both real property and have gotten back into the XHB and Tol. My time horizon for my stock investments is 12 - 24 months. For those interested in investing in real property, you need to be very careful and really think it through because it is far more complex than buying a stock that you can get out of with a click of a button.
    Jan 23 03:51 PM | 1 Like Like |Link to Comment
  • The Newly Renovated Housing Bubble [View article]
    Have you all of you guys done channel checks of the markets of homes for sale? Have you spoken with veteran real estate agents to get the view from the front lines?
    If you haven't then please do so first before posting comments or articles. What I have seen looks very encouraging for the next 12 -24 months and I just added to my home builder positions again. Stock prices of course will not go up in a straight line, but I believe that the home builder stocks will be higher by the end of the year. This looks like it is going to be a hot spring and summer for home sales.
    Jan 23 03:51 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Nokia? [View article]
    "..except that nobody cares anymore what American's think or buy".
    Clearly you have no understanding of basic business principals. everyone who wants to sell their products to Americans WILL care.
    All the Korean,Japanese,Chines... etc who want to do business in America will always care about what Americans think or buy.
    Anyone who fails to understand this puts themselves in grave danger of failure. Just look at RIMM who disregarded what Americans think and in fact ridiculed them and as we all know, the results have been disastrous. Samsung on the other hand was very smart and paid very close attention to what Americans think and buy and they have experienced spectacular success.

    "a lot of Chinese men think the iPhone is a girly phone"
    Lol... Let's say this is true. If all the women in china buy iPhones then their sales will sky rocket!!! So what do the men and women of the world think about Blackberries? Apparently not very highly as evidenced by the spectacular drop in sales volume that they have been experiencing.

    You are clearly a RIMM fanboy who blames Americans for the collapse of RIMM. Until you are willing to have an open mind you will have a hard time making money in the stock market.
    May 26 02:31 PM | 1 Like Like |Link to Comment
  • What Apple Is Doing Right To Create Long-Term Value [View article]
    I strongly disagree that the "cool" factor will have such an influence on people's decision to abandon their iphones for another phone. What so many people seem to miss is that changing from an iphone to an Android or Win phone is far more than just changing the handset that they use. To make that change a person will have to change their entire eco-system and get/buy all new apps to replace the ones they had on their previous eco-system.
    This becomes an even bigger issue if a person also has an ipad and or a Mac that they use extensively.
    As long as a person is happy with their current eco-system, the chances are great that they will stay in it.
    Apr 27 04:37 PM | 2 Likes Like |Link to Comment
  • Apple May Finally Be In Trouble: Competition Stepping Up In Tablet Market [View article]
    >>One thing to note though is that that content (and the Fire itself) are only available to US customers. >>
    This is one of the reasons why I am not worried about them being a threat to Apple.
    Nov 11 08:10 PM | 3 Likes Like |Link to Comment
  • Apple May Finally Be In Trouble: Competition Stepping Up In Tablet Market [View article]
    Half of my portfolio is invested in Apple.
    I just sold all my call options last week when the price was $405 with 60-110% gains but am holding on to my Apple stocks. If the price goes lower I will buy more stocks and calls.
    I am a firm believer in following my convictions and acting accordingly - that is why I such a huge position in Apple.

    I am not at all worried about the Kindle and Nook because I think they are targeting a different market and most of their buyers most likely would not have bought an iPad to begin with.

    I think the competitor that poses the biggest threat to Apple is Samsung, but at the moment they are not much of a threat.

    Nov 11 02:53 PM | 4 Likes Like |Link to Comment
  • Apple May Finally Be In Trouble: Competition Stepping Up In Tablet Market [View article]
    50% of my equity portfolio is invested in Apple.
    Nov 11 02:37 PM | 1 Like Like |Link to Comment
COMMENTS STATS
7 Comments
13 Likes