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BTNelson33

BTNelson33
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  • 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
  • A Bad 3 Weeks For Apple [View article]
    Investors selling on Apple pull-backs have been losers. With the line up of new innovative products coming in 2012 - it would be a mistake to sell Apple right now.
    May 1, 2012. 03:31 PM | 15 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
  • "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, 2012. 10:39 AM | 9 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
  • 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, 2012. 10:43 AM | 6 Likes Like |Link to Comment
  • 28 Big Reasons Apple Will Fall [View article]
    How large was your Apple put position? Oh, you didn't have one. I thought so. And if you did, how much did you lose?

    This article is a joke. S-A has fallen to a new low.
    Apr 24, 2012. 12:11 PM | 6 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    I think the author thinks $545 is because that's where the BAT's flash crash occurred? This is the "nervousness" of a 200 point rise in the stock since the last earnings report back in January. I can't even imagine what the implied volatility will be in Apple options from 3:00-4:00 pm? There are many positive events for Apple in 2Q: iPhone 4S launch in China, iPad 3 launch, announcement of a dividend, opening Apple shares up to growth + income mutual funds, ETF's and the coming launch of iPhone 5. Get your popcorn ready the afternoon and evening of 4/24!
    Apr 14, 2012. 10:39 AM | 6 Likes Like |Link to Comment
  • Investing In Apple 'Too Difficult?' [View article]
    I fully appreciate this article as an investor. One should always focus on what would need to change in order to prompt a sell order? I remain bullish on Apple - but realize 5-15% corrections are expected. If you analyze the last 8 Apple earnings announcements - the stock has pulled back 5-15% in 7 of the past 8. It wouldn't surprise me in the least to see Apple pull back post April 20th announcement. It's important to use puts/calls to protect investment positions and protect recent gains.
    As long as Apple continues to innovate and build out the Apple ecosystem - the stock price will continue to move higher. I've yet to see any SA author to write about the percentage of people who buy Apple products and enter the Apple ecosystem - how many choose to leave Apple? Resistance is futile. Ask RIM/Blackberry users. Besides - the corporate world is just beginning to accept Apple products and China is such a huge market opportunity. There is a lot more growth left in Apple.
    Mar 30, 2012. 03:38 PM | 6 Likes Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    CVS has to compete against Express. It would benefit both CVS and GILD to strike a deal. If I'm GILD Mgt - I'm focusing on Individual State Medicaid contracts. That is where a bulk of HCV patients are located.
    Dec 23, 2014. 01:06 PM | 5 Likes Like |Link to Comment
  • 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
  • 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
  • Comparing Apple Earnings Trades After The Fact [View article]
    I'd like to see how the call options performed? Now that the huge implied volatility is gone - if one holds ATM or ITM call options, how long does it take for IV to come back and increase the call premium? Couple of days or a couple of weeks?
    Apr 25, 2012. 11:04 AM | 5 Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    In light of the ESRX snap decision, I'm expecting GILD Mgt to:
    - Negotiate innovative contracts with ESRX PBM competitors. CVS/Caremark will be winners.
    - GILD must negotiate contracts with individual State Medicaid Departments.

    What is ESRX going to do with patients who cannot tolerate Viekera Pak? So ESRX sends a patient 50K of Viekera Pak. Patient can't keep down the medication. Does the patient send it back? Then ESRX sends the patient Harvoni? Don't need too many of these type of patients to lose a lot of $$$$.

    GILD is still negotiating with ESRX. The ESRX CEO created this situation. Let's see how it turns out. My guess is the law of unintended consequences smacks ESRX!

    Buying GILD at $85 is a great opportunity.
    Dec 24, 2014. 10:16 AM | 4 Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Michael - you've been wrong so many times. Throw another one on the pile. The watch will be a hit.
    Sep 10, 2014. 08:08 AM | 3 Likes Like |Link to Comment
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