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  • What's Worrisome About Apple [View article]
    Paul, I really appreciate your thought provoking articles. What is your understanding of WalMart going after AT&T, Verizon and Sprint? Perhaps the iPhone discounting is more "shared" by WalMart/Apple than anyone knows? WalMart offers a plan that "shares" AT&T cell towers at roughly a 40% discount off AT&T's contract price. By offering a competitive iPhone price vs. AT&T and Verizon - WalMart offers an extremely attractive service contract. This could explain how WalMart could "eat" a larger percentage of the iPhone discount than one would think. Your thoughts?
    Dec 21, 2012. 07:03 PM | Likes Like |Link to Comment
  • Apple Is A Buy Before Earnings [View article]
    Apple's 1Q 2013 earnings period is shaping up very similar to 1Q 2012. Last year the media was questioning Tim Cooke and his qualifications to replace Steve Jobs. The media criticized Cooke to no end for coming late with iPhone 4S. Analysts missed projections by 7 Billion dollars. The largest dollar volume beat by any company in history! Although for different reasons - the media continues to criticize Cooke. iPhone 5 expectations were unbelievably high. So Apple didn't sell 10 million phones the first weekend? Apple is going to sell 40-50 million i5's in the 1Q. I read that Apple makes $.23 per million phones. That is $11.50 by my calculations for just the iPhone 5 alone. Apple remains the greatest managed US company. I'm really getting tired of CNBC. So what is so great about GE/Comcast?
    Dec 21, 2012. 06:50 PM | Likes Like |Link to Comment
  • Bull Calendar Spread A Good Options Play For Apple [View article]
    This is a tough strategy to execute with a stock like Apple. Not only does an investor have to get the direction correct - you also have to get "market" psychology correct. The volatility Apple has experienced the past 3 months makes this a difficult trade. Why not just wait until mid January and by February or March calls - after you have more information regarding Christmas sales?
    Dec 19, 2012. 11:11 AM | Likes Like |Link to Comment
  • How Bad Will The Rollover Be For Google? [View article]
    Google was rocked the day of it"s most recent earnings. It's down almost 100 points in the last 6 weeks. I know because I owned the Nov. Google 650 Puts for $1.80. I sold one week later at $12.00. It's extremely difficult to forecast Google's earnings - price per click? How can any analyst accurately forecast on-line ad revenue?
    Nov 13, 2012. 02:30 PM | Likes Like |Link to Comment
  • Oh Apple, About That 'Win' You Thought You Got... [View article]
    Why is this all on Tim Cook? Steve Jobs was willing to go "thermonuclear"? The Apple Legal Team had it correct: It took Apple 5 years to develop the iPhone and Samsung 3 months to copy it. I'm all for the innovators who truly make our lives better.
    Nov 13, 2012. 02:25 PM | 9 Likes Like |Link to Comment
  • China: A Vital Catalyst To Consider In Terms Of Apple's Global Growth [View article]
    So how many iPhone 4 & 4S owners will switch to the Lumia? Once you go Mac you never go back ....
    Oct 25, 2012. 03:12 PM | 2 Likes Like |Link to Comment
  • Freeport-McMoRan Copper & Gold: Long-Term Rise [View article]
    I like FCX from a long term perspective, however, there is a pronounced global economy slowing. This is balanced off by an improvement in US construction, unlimitted QE3 and the presedential election. Have you thought about writing 1-2 month covered calls and let the market decide for you regarding hold/sell? November 43's?
    Oct 19, 2012. 09:28 AM | Likes Like |Link to Comment
  • Why Starbucks Will Grow Too Much In Asia For The P/E-Ratio To Matter [View article]
    What would you consider to be a good entry point for new investor in Starbuck's? The stock was above $60 and trades just below $50.

    Oct 3, 2012. 10:45 AM | Likes Like |Link to Comment
  • Will Google Checkmate Apple With Motorola Move? [View article]
    Does Wall Street really know how to value Google? Seems like price per click is a "crude" unsophisticated method to value Google. It is much easier for the Street to value Apple - for better or worse.

    Your thoughts?
    Oct 3, 2012. 10:25 AM | Likes Like |Link to Comment
  • Apple Insider Trading History: Interesting, In A Non-Obvious Way [View article]
    I personally didn't use Google Maps. I do use an Around Me App, which contains Google Maps. I'm more interested in upgrading from my iPhone 4 to the i5 on November 5th - when my Verizon two year contract is ready for upgrade. I'm really jazzed about using Siri along with the Maps program. There are so many ways around Google Maps - this is all media hype.
    Sep 26, 2012. 09:37 AM | Likes Like |Link to Comment
  • Apple (AAPL) will ask Judge Koh to impose treble damages (over $3B) on Samsung (SSNLF.PK) in response to last month's huge jury win, "legal sources" (Samsung lawyers?) tell the Korea Times. A hearing regarding Apple's request could took place on Friday - Judge Koh has proven willing to grant many of Apple's requests before, during, and after the trial. [View news story]
    You can't handle the truth .... Design your own stuff loser.
    Sep 19, 2012. 10:01 AM | 17 Likes Like |Link to Comment
  • Why Apple's iPhone Will Continue To Be Successful [View article]
    One addition, DoCoMo in Japan is another catalyst for iPhone 5. It's actually larger than Verizon. China Mobile sounds like a 2013 story. Long Apple since 4Q 2011 and delighted with returns!
    Sep 19, 2012. 09:54 AM | Likes Like |Link to Comment
  • A Case For Bank Of America [View article]
    Obama and Turbo Tim won't let BOA raise the dividend. Management tried after the last stress test .... Too many legal issues - have to take care of trial attorneys you know?
    Sep 15, 2012. 09:39 PM | Likes Like |Link to Comment
  • Apple: Stock Research Analysis [View article]
    Talk about the law of large numbers. I'm not sure CNBC could handle this analysis. The real test for Tim Cooke is bringing Apple TV from drawing board to market ...
    Sep 15, 2012. 09:36 PM | Likes Like |Link to Comment
  • Apple: Pricing Policy, Pricing Power, And Profit [View article]
    Great article. Your analysis of Apple's pricing strategy makes perfect sense. The CNBC pundits miss Apple time and time again because they focus on unit metrics.

    Any news of how the new iPad has launched in China? It's been on the market for a little over a month. All the hype around iPhone 5 has taken attention away from this important launch.

    Sep 3, 2012. 09:50 AM | 3 Likes Like |Link to Comment