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  • Market Update: 'Risk Off' Indicators Retreating; S&P 500 Holding The Line [View article]
    The market action on Friday points to a continuation of "risk on". Europe is a major factor - but the decrease in energy/commodity prices has to be a "positive" for consumers and companies. Major companies like Apple, Starbucks, WalMart, etc will benefit in 2Q earnings. I'd like to see the market react positively to the World Wide Developers Conference (Monday) for Apple. As the highest market cap US Company - this could help move the entire market forward?

    Great article presenting the bull and bear side.
    Jun 10 11:37 AM | Likes Like |Link to Comment
  • Could Weakening European Sales Make Apple Vulnerable? [View article]
    Apple remains one of the truly worldwide successful US companies. On any given day we could wake up to the news Apple inked a deal with China Mobile and 630 million subscribers. That makes Europe and it's currency issues less of an issue. iPad sales are HUGE this quarter and Apple has a strong line up of new products every quarter after that. Buy any dip below 550. Below 530 is optimal. Long Apple and buying/selling Apple calls.
    Jun 6 11:25 AM | 1 Like Like |Link to Comment
  • The fabled Apple (AAPL) TV set has entered the "trial production stage" at contract manufacturer Foxconn, according to a report from Chinese site Sina (translation). An Apple TV-related statement attributed earlier this month to Foxconn chairman Terry Gou was subsequently denied, but many other rumors (I, II, III) have also popped up. (more)  [View news story]
    How about Facebook's press release for a FaceBook smart phone? Is this how FB management will spend capital raised from their IPO. I'm sure investors will love it? The landscape is littered with companies trying to compete against iPhone. FB Put options are in order.
    May 29 10:30 AM | Likes Like |Link to Comment
  • Bite The Apple Before It's Too Late [View article]
    This is a great article. It is one of few that begins to place intrinsic value on the Apple ecosystem. The Apple retail stores represent true genius. You don't get this intrinsic value with any other smartphone, computer or software brand. If you haven't spent time learning how to improve your iPhone, iPad or Mac chops - your missing a huge opportunity. Long Apple for the long term. I also combine options to add to gains and protect my profits when Apple pulls back. Apple is one of the only stocks I will not write covered calls against. Protective Puts occasionally.
    May 29 10:14 AM | 2 Likes Like |Link to Comment
  • 10-K Drill-Down: Researching Potential Risks To Apple [View article]
    Apple has and will continue to make significant innovations to it's hardware iPhone, iPad, Mac and soon to be iPanel. It's difficult for analysts to place value on IOS software - but having made a conversion from corporate Windows based environment to IOS, I now understand the superiority of Apple software and the ecosystem. I also appreciate the true genius in Apple retail stores and the ability for customers to seek one-on-one education on the use of Apple products. There is a HUGE difference between face to face learning and talking to a techie over the phone. You can't get that from Dell, HP, Microsoft, Google, etc.

    Apple will continue to innovate in the US and internationally. It is one of the only US companies to successfully pull this off. The US government must work with Apple to defend against patent piracy. It is a big deal with Apple. The Samsung ruling is fundamentally important for Apple.

    I'm long Apple as long as they continue to innovate. Look at all the High School and College kids with Apple products. They are unlikely to change anytime soon.
    May 25 09:14 AM | 2 Likes Like |Link to Comment
  • For whom the Dell tolls: As the IT giant's FQ1 miss and commentary lead to a tech selloff, PC-related names get hit harder than most, no doubt thanks to the 10% drop seen in Dell's (DELL -15.8%) notebook sales. Rival H-P (HPQ -4.4%), due to report this afternoon, is among the biggest losers. Also selling off: INTC -3.1%. MSFT -3.2%. AMD -3.1%. LOGI -3.3%. (more on DELL)  [View news story]
    Tablet sales must be killing notebook PC's. Perhaps the Ultrabook will help? I'm hearing of a huge uptake of iPads in corporate business market.
    May 23 10:41 AM | Likes Like |Link to Comment
  • "What we’re working on now feels like the most important and the best work we’ve done," newly knighted Apple (AAPL) design chief Jony Ive cryptically tells The Telegraph. Rumors abound regarding a bigger iPhone, smaller iPad, and Apple TV set. Ive also evangelizes about Apple's philosophy: "What preoccupies us is that sense of care ... what our products will not speak to is trying to respond to some corporate or competitive agenda." (previous)  [View news story]
    I'm counting on Apple changing the game in the television network/Cable business. I love the idea of ala carte. I'm totally sick of paying for all the crap on channels like MSNBC, etc.
    May 23 10:39 AM | 9 Likes Like |Link to Comment
  • An Apple Bear Case Without Numbers Or Charts [View article]
    This is an excellent post. IBM created an internal culture unmatched in the business world of 60's-70's. Apple has also captured this type of culture - for example none of Apple's suppliers or internal Apple employees divulges information. If a supplier does - they are no longer a supplier for Apple. As long as Apple continues to innovate - Apple will stay beloved and at the top of the growth charts. This is the big test for Tim Cooke. The iPanel is the first test. Would anyone doubt Apple's ability to change the TV world if Job's was in charge? We'll all find out about Tim Cooke in the next 6-9 months!
    May 23 09:27 AM | 3 Likes Like |Link to Comment
  • Bottom Fishing? But Where's The Bottom? [View article]
    This is an excellent article. To the point of the US on a fiscal cliff - doesn't this force the Fed's hand to add more stimulus? Same for the EU and China. The only answer is to reinflate their economies in a coordinated fashion. Commodities are on the decline. This adds to deflation. Prudent investment would be in companies improving earnings based on lower commodity prices. If these companies have capital to hedge at low commodity prices - the more the better. Stimulus should result in increased commodity prices. Another positive investment idea. Obama cannot afford to let the US economy fall off a cliff - can he?
    May 15 08:43 AM | Likes Like |Link to Comment
  • Sanofi Could Plummet On Imminent Plant Shutdown [View article]
    An issue related to production must be the fact Sanofi continues to suffer in the market by currently not being able to produce Apidra Insulin Pens. Sanofi has considerable resources dedicated to it's diabetes franchise: Apidra and Lantus. Novo Nordisk is absolutely killing Sanofi in the US market. Plavix goes generic in the US on May 19th. Price will erode quickly on Sanofi's share of this $7.5 billion product (SNY/BMS). A judge ruling back in 2008 eliminates the 6 month exclusivity for 1st to market generic. Genzyme helps but Sanofi paid $20 billion and the deal took 9 months. It's easy to understand why the CEO didn't get the head job at Glaxo? Beware, as this company has a terrible reputation in the US market.
    May 12 11:15 AM | 1 Like Like |Link to Comment
  • 5 Catalysts That Could Push Apple Beyond Its Current Trading Range [View article]
    Another catalyst will be China Mobile and it's 630 million subscribers!
    May 10 10:43 AM | 6 Likes Like |Link to Comment
  • Apple Slingshot In Full Effect [View article]
    Great article. I'm in complete agreement with your comments regarding iPad. I know of many companies in the Pharma Industry (100,000 sales people) - going with iPad instead of lap top computer. I'm sure many other industries, school systems, etc, doing the same. Apple beat 1Q by $7.5 Billion. They validated in 2Q with a beat of $3.0 Billion. And the stock gets sold off? Investors will be rewarded once again by getting in ahead of the Mac refresh, iPhone 5 launch, China Mobile contract, etc. Apple profit margin is 47% - Amazon is 1%. Which company do you want to own? Market is completely illogical.
    May 9 03:00 PM | 2 Likes Like |Link to Comment
  • The taxpayer could make a profit of $15.1B on the $182B bailout of AIG (AIG) in 2008, the Congressional watchdog, the Government Accountability Office, estimates. The latest return will come from the Treasury's sale of $5.8B worth of AIG shares for $30.50 each, above its break-even price of $28.72.  [View news story]
    Does anyone know if GE has paid back the Treasury for their portion of the bailout? How much does GM still owe the taxpayer?
    May 9 02:05 PM | 1 Like Like |Link to Comment
  • MAKO Surgical Hooked, But Not Gutted [View article]
    IN discussions with Orthopedic surgeons - they are having to jump through more hoops to gain approval for TKR & THR. Does anyone have data regarding average length of time between Hip or Knee replacement and insurance/government approval? Surgical procedures are down overall and I wouldn't be surprised if this didn;t have to do with ObamaCare?
    May 9 01:59 PM | Likes Like |Link to Comment
  • The Economics Of The iPhone [View article]
    Excellent article. The analyst genius' don't ever discuss the intrinsic value of the Apple ecosystem. You don't get this with Nokia, Samsung or Droid. If you have an issue with your iPhone - go to the Apple store. There is no Nokia/Microsoft store, Samsung Galaxy store or Google/Droid store. As long as Apple keeps innovating - they give the carriers many business opportunities to expand services. Most of this would not exist without Apple. Do you remember AT&T before iPhone? This company was on the outs with customers and investors.
    May 9 01:34 PM | Likes Like |Link to Comment