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  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    How come all IT people I know use Apple products - even when all other employee's have to use DOS or Blackberry?
    Jun 26, 2012. 04:03 PM | 5 Likes Like |Link to Comment
  • Linn Energy's 8.0% Yield Likely To Increase For Retirees [View article]
    Linn has been an excellent investment over the past two years. It trades in a normal range; 35-40 most of the time, management has raised the distribution ( last quarter to $2.90) - even while Nat Gas is at an all time low, return is protected via hedged investments and management continues to buy properties/projects already yielding return. Sooner or later the US economy will come back and Linn will capitalize! I keep adding to my investment a couple of times per year and am extremely pleased. I only wish the options market were a little more active. I've written covered calls twice to increase my yield.
    Jun 26, 2012. 08:09 AM | 3 Likes Like |Link to Comment
  • More on Apple: A survey from Mizuho suggests Mac buyers are as loyal as ever. 95% of respondents who only owned Macs indicated their next purchase would be a Mac, and the same went for 70% of respondents owning both Windows and Mac machines. Mizuho is slightly lifting its Mac sales estimates as a result, and is also raising its iPad estimates. iPhone estimates are being lowered for the next 2 quarters after checks indicated slowing demand, but a strong holiday season is forecast.  [View news story]
    Once you go Mac you never go back!
    Jun 25, 2012. 02:55 PM | 1 Like Like |Link to Comment
  • Linn Energy: Using Options To Enhance A Long-Term Bull Position [View article]
    This strategy sounds OK - but the Linn Energy options market is extremely thin. I had some success in 2011 writing covered calls to increase my yield. The first half of 2012 hasn't provided anywhere near the options premium as in 2011. Maybe due to "risk on" in 1Q and extreme European fear and historically low equity volumes? Thoughts?
    Jun 19, 2012. 08:51 AM | 3 Likes Like |Link to Comment
  • Any Weakness In Apple Is A Buying Opportunity [View article]
    Windows based tablet faces an uphill battle. I can't imagine working on a spreadsheet or producing a PPT presentation on my tablet. Apple has been extremely busy selling the iPad in the Enterprise market. This will be revealed in the upcoming 3Q Apple earnings in July. Another HUGE advantage for Apple is increasing numbers of retail Apple stores. Microsoft, Google/Samsung do not have this "hands on" type of support. This is true Steve Jobs genius! Again, Microsoft is too late to the tablet game. This reminds of how Apple dominated the iPod/music market.
    Jun 19, 2012. 08:21 AM | Likes Like |Link to Comment
  • The pharma industry escapes being imposed with liabilities of billions of dollars after the Supreme Court rules by 5-4 that GSK (GSK +0.8%) doesn't have to pay its reps overtime for visiting doctors' offices to promote its medicines. Two GSK employees had appealed a lower-court ruling that they were "outside sales" personnel exempt from overtime pay requirements.  [View news story]
    You have to be kidding me - Pharma Reps wanting overtime? Don't they get paid a salary? Salary plus bonus, company car, 401K match, business expenses, etc. - based on what my Pharma friends tell me. That's far different than an employee making $10 per hour period. This should have been a 9-0 decision. At least 5 of the justices got it correct! Friends?
    Jun 18, 2012. 04:17 PM | 3 Likes Like |Link to Comment
  • Apple's Revenue Growth: A Dual Track Bullet Train [View article]
    Convenience of selling to 400 million audience to a device which everyone carries with them at all times!
    Jun 18, 2012. 10:55 AM | 2 Likes Like |Link to Comment
  • Apple's Revenue Growth: A Dual Track Bullet Train [View article]
    This is an excellent 30,000 foot view of Apple. A few takeaways: 1) It's easy to project iPhone and iPad sales doubling unit growth in the next fiscal year; iPhone 5 launch in Sept/Oct and this leads to a contract with China Mobile. 2) The European crisis is now in year 3 - sales growth will trail other Regions but will not fall off a cliff and robust growth can be found in other Regions. Buy Apple on dips caused by Greece, Spain, etc. 3) I'm long Apple through the iPhone 5 launch - Apple TV/iPanel/Mac TV is Tim Cooke's first real test of taking a new product from "bench" to market. Success makes me an Apple investor for the next 5+ years.
    Jun 17, 2012. 10:47 AM | 5 Likes Like |Link to Comment
  • Are Apple Analysts Scaring Off Investors? [View article]
    Apple's 3Q is going to be a monster quarter for the new iPad. I've heard very little from the analyst geniuses about the enterprise market and shift from lap top computer to the iPad. I'm convinced Dell, HP, etc's computer sales continue to weaken. Analysts also fail miserably to value the Apple ecosystem. My observations conclude very few leave the Apple ecosystem for Google, Samsung, etc. As Tony Soprano says, "Once you enter this family, there is no getting out"!
    Jun 12, 2012. 03:12 PM | 1 Like Like |Link to Comment
  • 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 10:41 AM | Likes Like |Link to Comment