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  • Countdown At J.C. Penney, An Opportunity For Speculators [View article]
    Way to stick your neck out. I applaud you for such bold specifics. Here's hoping that your head doesn't get lopped off.
    May 7, 2014. 12:42 AM | Likes Like |Link to Comment
  • Bank Of America: Time To Abandon Ship? [View article]
    Exclamation points reveal emotion. Ignore emotion. Multiple exclamation points indicate screaming, which is worse.
    May 5, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    "Innovation resulting in new product introduction has been in scant supply."

    But new products that will have mass utility and appeal always have been rare, slow to emerge, unpredictable. That is my point. No one can force that, and no one ever has. Apple waits until they have a winner. New products that are market duds are plentiful elsewhere and would be of no benefit to Apple. They would do harm as distractions. Seriously, what new products do you want? Maybe an iChef to cook for you? The iMaid? Great ideas, but...

    I agree that Apple is a mature company. I disagree with the tone of the criticism implying they no longer innovate, which is just silly. There shouldn't be a criticism at all in this regard, simply an understanding of reality.
    Apr 24, 2014. 12:16 PM | Likes Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    The big error here is to harp on a sense that innovation at Apple has stalled. In contrast, Apple is ever pushing Samsung et al to keep up. About 99% of innovation, by the way, is, and always was, incremental. Until someone else innovates better or comes up with something revolutionary and leaves Apple behind, the criticism is hollow. Google glass anyone? Samsung watch? These products are duds, toys for the nerdiest of nerds, annoying clutter for the rest of us without much market or real value -- just as they were kinda obvious (Google didn't originate the computer screen on glasses.) To find something revolutionary that we actually want and need? That's tough. It will happen again, but no one can will it to happen -- no one.

    I'm with you on welcoming bite-size option plays, though.
    Apr 24, 2014. 12:37 AM | 4 Likes Like |Link to Comment
  • Increased Interest Rates, Asking Prices Taking Serious Bite Out Of Home Sales [View article]
    Thanks. Your concise articles such as this are most informative.

    It's not clear from the graphs though that prices are coming down yet. Note that the only price plot that is coming down for "median sales price of existing homes", but it's plotted as yoy change, and it ends positive, in the high single digits -- so still increasing yoy. So it's hard to tell whether prices at the end of the plot (early 2014) were higher, lower, or about the same as, say, a few months earlier. We'll see. Clearly prices need to pause, at least.
    Apr 24, 2014. 12:01 AM | Likes Like |Link to Comment
  • Is Drexel Hamilton Correct In Assuming That Micron Technology Could Double? [View article]
    Yes, I sense a change in sentiment. Past resistance at 24.50 to 25 could now become support (fingers crossed).
    Apr 23, 2014. 08:09 AM | 4 Likes Like |Link to Comment
  • Weighing The Week Ahead: Springtime Optimism? [View article]
    Ok, here goes. If you find that many people are emotional and clueless about the financial world, they seem no better at coping with the physical world, as the Portland story illustrates. The linked article, while ridiculing the concerns of a little human pee in a reservoir, failed even to mention the far, far, far greater amounts excrement entering it naturally and continuously from birds, fish, and so on. As Earth Day approaches, maybe people should step outside for a moment, relax, look around, learn, enjoy.
    Apr 21, 2014. 08:34 PM | 2 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Jackal1956 has quoted a passage from a speech given by Pres. Theodore Roosevelt, titled "Citizenship in a Republic." More recently Pres. Nixon borrowed the passage, both in his victory address in 1968 and his resignation speech in 1974.
    Apr 8, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Micron: Updates Following Q2 Earnings [View article]
    -As to your first suggestion, it would not be wise to have a popularity contest on the accuracy of an article. 1000 "like" votes mean nothing in the face of a single bit of actual data proving otherwise.
    -I too have wished that every article included date of its submission at the top, as well as its date of posting. Until SA sees the wisdom of providing this bit of info, at least the author can provide it in the first comment.
    -Please keep writing.
    Apr 8, 2014. 02:56 AM | 1 Like Like |Link to Comment
  • Micron: It's The Cash Flow Stupid [View article]
    Glad i sold near-the-money calls yesterday and last week for great yield. Don't complain about the weak guidance, when you can write options and make 5% or so per month.
    Apr 4, 2014. 06:58 AM | Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter? [View article]
    oops, missed inserting the attribution:
    Apr 3, 2014. 01:20 PM | 2 Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter? [View article]
    Russ, I hope that you are right, but it concerns me that your breath is "baited."

    In the phrase 'bated breath', 'bated' is simply a shortened form of 'abated', meaning 'to bring down, lower or depress'. 'Abated breath' makes perfect sense and that's where the phrase comes from. Geoffrey Taylor, in his little poem Cruel, Clever Cat, 1933, used the confusion over the spelling of the word to good comic effect:

    Sally, having swallowed cheese
Directs down holes the scented breeze

    Enticing thus with baited breath

    Nice mice to an untimely death.
    Apr 3, 2014. 01:18 PM | 9 Likes Like |Link to Comment
  • Duration Risk: Why 'Tapering' Is A Mirage And The Fed May Be Loosening Instead [View article]
    Enlightening. Thank you.
    Apr 2, 2014. 06:52 PM | 2 Likes Like |Link to Comment
  • Is Morgan Stanley's Veeva Upgrade A Belated April Fools Prank? [View article]
    They just placed a large secondary offering. I don't want to say that they feel obliged to boost the stock now for a while, but it seems to be the norm that stocks find support for several weeks following a secondary offering. Years ago a broker once told me, while pawning a secondary offering, that I could expect a 15-20% gain in the next two months or so. That was exactly what happened, after which the stock sagged to 20% below the price of the secondary offering. I've seen the same happen with many other stocks. I covered my short calls yesterday, before an investor conference today and earnings in a few days, and expect to short again.
    Apr 2, 2014. 11:12 AM | 1 Like Like |Link to Comment
  • Market Consensus: Bullish At Last [View article]
    The opposite.
    Apr 2, 2014. 10:23 AM | Likes Like |Link to Comment