Send Message
View as an RSS Feed
  • Conoco Phillips - Oil Major (Failure)  [View article]
    Ultimately, oil will reach an equilibrium. It's just a matter of when. COP will thrive when the trend reverses. Until then, nothing is sacred.
    Feb 5, 2016. 02:26 AM | 3 Likes Like |Link to Comment
  • The New Apple iPad Pro Appears Targeted At Amateurs  [View article]
    I'm a senior level visual designer (15+ years) and I only mention that to debunk your claim that the iPad Pro is a tablet targeted at amateurs as you state in your title. Time and time again you have been wrong, wrong, wrong.

    The Apple Pencil is a revolutionary device. The best stylus available period. It allows me to do what I've been trying to do for years. Draw with virtually no latency on a high resolution screen that is ultra portable and can sync with my professional apps on my desktop.

    The iPad Pro is correctly named. It will be a much bigger success than you are envisioning.
    Nov 24, 2015. 03:03 PM | 24 Likes Like |Link to Comment
  • Apple: iPad Pro Is A Bust  [View article]
    Laughable to write an article about a product being a bust that is selling so fast they can't keep them in stock.

    As a designer I can't wait to get my hands on the new iPad Pro with Apple Pencil. That is when I can, currently Apple is quoting 4-5 weeks out.
    Nov 19, 2015. 12:05 PM | 58 Likes Like |Link to Comment
  • BP still a Sell at Goldman, which says current dividend "unsustainable"  [View news story]
    no thanks, ill keep my shares.
    Jul 15, 2015. 06:41 PM | 19 Likes Like |Link to Comment
  • The Apple Watch Fuss Is Overblown  [View article]
    I have one too and love it! It's very nice to be able to glance at the wrist for a second rather than pulling out the iPhone everytime.

    Eventually Apple watch will be untethered from the phone but those days aren't here yet. Still, this is a great generation one product and well worth the $400 entry fee.
    Jul 13, 2015. 02:47 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple  [View article]
    I'm sorry but this article is way off base. Full of speculation and tabloid tactics.

    Jony Ive is not the third most important C-level. The CFO position is mandated by corporate law. If anything in this silly argument he would be 2nd on the list.

    I think Jony wanted to shed the day to day managerial duties so he could focus on what he enjoys most, designing. Calling this a demotion is ridiculous.

    Nothing to see here folks.
    May 28, 2015. 12:57 PM | 7 Likes Like |Link to Comment
  • Warren Buffett Sticks With American Express  [View article]
    Long AXP. This will come back.
    May 27, 2015. 02:52 AM | 2 Likes Like |Link to Comment
  • Altria: What Will Be The 2015 Dividend Raise?  [View article]
    Thanks for the article. Looking forward to the raise.

    Long mo, pm
    May 27, 2015. 02:50 AM | 1 Like Like |Link to Comment
  • Is It Time To Buy Big Oil?  [View article]
    Thanks for the article. Lots of useful information.

    Long: XOM, CVX, BP, KMI
    May 15, 2015. 03:08 AM | 1 Like Like |Link to Comment
  • Facebook Extends Its Social Media Dominance  [View article]
    I like FB the most out of the social media sites mentioned in this article. It's still tough for me to pay 40 times earnings for any stock. This is one I'm going to keep an eye on.

    I noticed you don't hold any positions in FB. Are you going to seize the opportunity to buy?
    May 4, 2015. 03:28 PM | 2 Likes Like |Link to Comment
  • Analyzing Apple's Expected Cash Dividend Increase In April  [View article]
    My guess is a 4 cent raise to .51/qtr.

    Slow and steady is the way to go. No need for a special dividend. That wouldn't make sense as most of the cash is overseas.

    Buy AAPL to own not trade.

    Long AAPL.
    Mar 26, 2015. 03:52 PM | 15 Likes Like |Link to Comment
  • Chevron's Lack Of FCF Is Worrisome  [View article]
    Thanks for the article and charts.

    With a long term perspective I'm a buyer of CVX at these levels. The dividend is safe and will continue to increase in the coming years. I think this year we will see a very modest increase a la 2009 which is fine with me.

    On another note, I have no problem with the large oil companies borrowing money at these low rates. The fed policies of cheap money make it a prudent decision long-term.
    Mar 5, 2015. 01:09 PM | 7 Likes Like |Link to Comment
  • U.S. Tobacco Industry Suffers Slow Death: Altria Trading At Premium Despite Major Headwinds  [View article]
    Thanks for the article. I think any discussion around Altria also needs to include their stake in SAB Miller and their wine business.

    I'm long Altria and plan to stay that way. Vices will always be with us. MO has proven time and time again they can execute and turn profits for shareholders.

    Sure, I could pocket my gains and try to time a re-entry, but that is harder than it sounds. MO pays me every year like clockwork.
    Jan 31, 2015. 05:16 PM | 20 Likes Like |Link to Comment
  • Chevron suspends share buybacks for a year, shares -3%  [View news story]
    I would use AAPL as an example of a very successful buyback plan by management. Buybacks aren't always bad for shareholders. In Apple's case, they know what is coming down the pipeline. They know when their stock is cheap. Buying back shares while they are cheap benefits long-term holders.
    Jan 30, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • Why Couldn't Apple Double Its Dividend?  [View article]
    There will not be a split any time soon. Many years from now maybe.
    Jan 27, 2015. 03:33 AM | 1 Like Like |Link to Comment