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BTNelson33

BTNelson33
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  • Apple: A Record Quarter That Slightly Disappointed [View article]
    Flyerguy 1300: The real test for TC is the design, production, marketing and launch of a new product. We'll find out this fall. However, the iPhone 6 will be a big time revenue and profit generator for Apple. How many iPhone users are over the age of 40? A larger screen will move many iPhone 4 & 4S owners to pony up for a larger screen size.

    And TC has another $40B to protect shareholders on the downside with share buy back. This stock is going higher!
    Jul 23, 2014. 07:46 AM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Non sustainable Sovaldi sales results.
    Jul 21, 2014. 09:30 AM | Likes Like |Link to Comment
  • Why Investors Should Sell AbbVie And Buy Gilead Sciences [View article]
    Great comments in support of Abbvie. One additional thought. Biosimilar development and approval is not a lay up at the FDA. There is only on Biosimilar approved by FDA so far - Enoxaparin. Novartis has an overall Biosimilar strategy with Momenta Pharmaceuticals. Check out a 3 year chart of MNTA. Abbvie could easily sell Humira long after 2016.

    Both stocks Abbvie and GILD have compelling reasons to buy as core holdings in a portfolio.
    Jun 25, 2014. 06:57 AM | 2 Likes Like |Link to Comment
  • Here's The Evidence For What Stock Splits Really Signal [View article]
    During the 80's and 90's when the stock market soared to new heights, it was common for stocks to split 2-1 or 3-1. It's only been recently we've witnessed stocks in the 300,400,500's. Apple splitting it's stock is fundamentally sound. How many Apple gadget users would love to own Apple stock and increase customer loyalty? They can at $90+ per share - not $645. How do you even own Samsung? Any loyalty there? TC is getting it now.
    Jun 10, 2014. 09:09 AM | 1 Like Like |Link to Comment
  • A Sneak Peek At Apple's Earnings [View article]
    Apple continues to be a great company. However, Mr. Market does not think highly of Tim Cook. This investor would like to have TC pull an unexpected move and announce a new product or software build out on an earnings conference call. Unfortunately, the market sells off Apple - no matter what the earnings number. Apple beat on the top and bottom line last quarter and still sold off 8%. The play is to write covered calls against your Apple common stock position.

    We have yet to witness TC surprise the market. I seriously doubt we will see him do different this quarter. Apple will trade down hopefully with a floor of $500. This being said - it will be time to get long Apple around 1st week in June. I'm counting on another 75-100 point run based on larger screen iPhone 6 hype.
    Apr 19, 2014. 04:22 PM | 3 Likes Like |Link to Comment
  • Apple: Yes To iPlay - Hybrid Console/Streaming TV Product [View article]
    If this is an Apple Bear Market - bring it on. I bought Apple around $400. I get a robust dividend and trade covered calls every earnings report. What's not to like about this situation? 30%+ in 2013
    Apr 1, 2014. 08:01 AM | 1 Like Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Apple does not trade on fundamentals any longer - it's more of a trading vehicle. Bill should have come out with this article 30 days ago. The charts suggest Apple just made a double bottom?
    Jul 1, 2013. 08:55 AM | 3 Likes Like |Link to Comment
  • "We have some incredible plans that we have been working on for a while," says Tim Cook (AAPL) at an AllThingsD conference talk. Some of those plans could still involve a TV - Cook reiterates the market is of "great interest" and that the current experience is outdated (John McCain seems to agree). Cook also: 1) Declares Google Glass to be a niche product, while adding (in a possible iWatch hint) the broader wearable computing market is a very interesting area. 2) States Apple will likely offer more developer options for customizing iOS, but wants to preserve the user experience. 3) Once more hints Apple isn't opposed to a bigger iPhone per se (previous), only one that doesn't meet its standards. (live blog[View news story]
    I'm ready for Tim Cook and Apple to blow apart the current "bundle" model of Cable/Satelite TV. I pay $127 per month for Direct TV for 500+ channels. I watch 5-10 of them. The only thing local ABC, NBC, CBS and Fox channels are good for is sports. If the NFL or Apple offered a League Ticket app - I wouldn't need Direct TV. I will judge Tim Cook's success on his ability to bring a product from design to market. He really hasn't done this yet. Anything else is just Apple momentum ...
    May 29, 2013. 05:43 PM | 1 Like Like |Link to Comment
  • Wells Fargo's defense of Linn Energy (LINE -6.5%) and LinnCo (LNCO -6.6%) following Barron's negative article has lifted shares a bit from earlier lows. Wells considers today's selloff a buying opportunity, as the article merely "brings up old points of contention"; the firm continues to believe LINE’s distribution is secure and poised to grow at a mid-single-digit annual pace over the next five years. [View news story]
    I'd like to see the SEC in on this case. Too much of a coincidence that this article was perfectly timed with ex-dividend. All rise!!!!!
    May 6, 2013. 03:36 PM | 3 Likes Like |Link to Comment
  • Toyota (TM) thinks it can soar past the 10M mark in annual sales after it launches major changes to product development and becomes more aggressive in global marketing. An expansive new R&D strategy will take several years to feed down into new models, but will improve efficiencies by 20% to 30% along the way, according to execs. [View news story]
    Toyota Management must successfully deal with it's China issue to achieve this objective. If the Yen continues to weaken, this will help fund their new RD strategy. Commodity price deflation has to be a big positive as well. Toyota doesn't have healthcare/pension liabilities like Ford, GM and Chrysler.
    Apr 29, 2013. 07:49 AM | Likes Like |Link to Comment
  • Is Abenomics Working? [View article]
    BOJ policy hasn't been given enough time to work. It's flawed thinking to compare CPI versus expectations. The Japanese economy has been in bade shape for the last 20+ years - 6 months of stimulus isn't enough time to evaluate this strategy. Japan is an export driven economy - why should Japan take the negative side of the carry trade? It makes more sense for Japan to stimulate than the US. The Japanese economy will improve when Toyota and Honda, etc can knock $1,600-$5,000 dollars off the manufacturing costs of their cars.
    Apr 27, 2013. 10:25 AM | Likes Like |Link to Comment
  • Analyzing Apple From An Absolute And Relative Value Standpoint [View article]
    The real test for Tim Cook is to bring a new innovative product with a totally new revenue stream to market. He has not done this to date. That is what is missing. There are many opportunities and Apple can use their software/hardware expertise to their advantage. I'm looking for an a la-cart television product. I'm also looking for being able to pay for goods and services with my smartphone. Both are apparently on the development block at Apple. The idea of buying LEAPS helps provide leverage and a longer term investment perspective. I'm not in favor of buying the next "hot" tech company and think Apple can integrate products into Apple's model.
    Apr 13, 2013. 01:55 AM | Likes Like |Link to Comment
  • Pfizer, Bristol-Myers, Johnson And Johnson: Do They Have The Next Plavix, Or Vioxx? [View article]
    Interesting article Bio Matt. A few things to contemplate: 1) Success in the anti-coagulation market will best be determined by which company provides the best clinical data to physicians/Pharm D's. There is a plethora of data for coumadin use and as you mentioned - pennies per day. Hospital Pharm D's will keep a lid on the growth of these new products and Insurance company's will challeneg reimbursement in favor of coumadin. There is a fine line between bleeding and clotting. 2) Anti-coacoagulation is the most frequently litigated area of medicine. Errors are usually fatal. INR's can be both a blessing and a curse. The new oral anticoagulants can only be measured by pharmacokinetics - elimination and how they work within the coagulation cascade. Awards and settlements will occur - but are not likely to be Vioxx style financial issues.
    3) BI enjoyed a year jump start on JNJ in AFib stroke prevention market. Xarelto is making major progress against Pradaxa. BI sales/marketing is weak and will get rolled when BMS/Pfizer hit the street. JNJ has the best strategy of increased indications - but can sales/marketing execute? Pfizer's marketing prowess is the key to success in this equation. BMS and Plavix should not factor into success or failure. Plavix enjoyed major success due to an explosion of stents and drug eluding stents - it was the stent companies working with interventional cardiologists who made Plavix. BMS and Sanofi didn't have a clue how to sell Plavix.
    4) Even though BMS/Pfizer will be the last to launch - my option is Pfizer will be the reason Eliquis will win. Pfizer knows how to successfully sell in the hospital market. Pfizer is the best investment in the group.
    Feb 2, 2013. 10:42 AM | Likes Like |Link to Comment
  • Apple Earnings: What To Look For Beyond The Numbers [View article]
    jguy - so now we compare Apple to Sony. Please, give me a break! A couple of observations regarding this article: 1) iPhone 5 figures are tough to gauge because of the increased roll out schedule. Apple didn't count sales until the customer took delivery. Wasn't this one of the big issues in 4Q? 2) iPhone 5 sales launched in China in December vs. late January 2012. This also creates a much different year over year comparison. 3) Analysts should be able to calculate iPad mini vs full scale iPad sales based on margins.

    Hedge fund managers have beaten down Apple only to bid it back up again. Keep an eye on iMac developments as innovative technology from iMac usually translates into advancements in Apple's consumer electronics products.
    Jan 21, 2013. 10:19 AM | 6 Likes Like |Link to Comment
  • Linn Energy Is A Buy Below $40 [View article]
    Deepvoice - Your understanding of Linn as an MLP is a bit off. Under the terms of an MLP - the company must pay distributions based on it's cash flow. Linn Energy yields a consistent 8% at current prices and it has purchased high valued producing properties at lower prices, for example - BP had to unload assets and Linn Management got an excellent deal. I have two concerns: Upcoming negative EPA pressure on tracking and potential tax changes to MLP's.
    Linn has been amazingly stable over the two years I've held it. I would not hesitate to write covered calls 4-6 months out on LNCO.
    Jan 4, 2013. 08:10 AM | 1 Like Like |Link to Comment
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