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BTNelson33

BTNelson33
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  • Apple iPhone 6: iPhone 5 Déjà Vu Or New Highs? [View article]
    I have accumulated a rather large position in Apple since it's rebound from $395 pre-split. It's difficult to project how Apple stock will perform - however, the company is being managed differently from a shareholder's perspective. I've purchased the October 95 Puts as insurance against my position. If the stock rockets higher - I'll gladly give up the $1.80 per contract. I find this a better option than writing covered calls. If Apple drops to $80 - I can stick my position to someone at $95 and consider my next move. We'll find out soon!
    Sep 8, 2014. 03:33 PM | 2 Likes Like |Link to Comment
  • Time To Take Linn Energy Out Of The Penalty Box? [View article]
    Based on the excellent execution of Linn's new strategy, when do you see an increase in dividend/distribution? 2015?
    Aug 27, 2014. 09:15 AM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Yeti786,

    Many of your government related questions are being factored into the share price of Gilead. Every quarter that passes is a major positive for Gilead to payoff their purchase price for Pharmassets. What is the likelihood Congress gets anything done? This is all pre election posturing. Congress will wait for competition to get approved. Much easier and more effective to let the market take care of pricing. Sovaldi will triple earnings for Gilead and they have a CLL drug 8/6 and combo Hep C drug to be approved by FDA in October.

    Great stock to trade because I'm sure there will be spikes and pullbacks!

    Good luck!
    Jul 23, 2014. 08:55 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
138 Comments
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