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Mark Selzler

Mark Selzler
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  • Microsoft (MSFT) finally announces pricing for its Windows RT (ARM-based) Surface tablets. The cheapest version (32GB, no Touch Cover) will cost $499, while the costliest model (64GB, Touch Cover included) goes for $699. The RT models run on an Nvidia (NVDA) Tegra 3 processor. Still no word on prices for the Intel-based Windows 8 Pro models (they'll likely be higher). Surface goes on sale on Oct. 26.  (more[View news story]
    Agreed, I am tired of tablets already. Even the low end ultabooks run circles around tablets in productivity and ease of use. I'm old school I guess.
    Oct 16 11:20 AM | 1 Like Like |Link to Comment
  • Marissa Mayer has given birth to a boy, her husband tweets. Mayer, who took over as Yahoo's (YHOO) CEO in July, has said she'll take a maternity leave of only a few weeks, and plans to "work throughout it." Update: Yahoo says Mayer will return to the company after 1-2 weeks. [View news story]
    This is relevant....really!
    Oct 1 12:34 PM | 1 Like Like |Link to Comment
  • Shares of Under Armour (UA +2.8%) and Nike (NKE +2.5%) run higher on enthusiasm that's been stirred up in part by a positive note from Stifel Nicolaus on Nike's sales trends. Momentum traders seem convinced the breakout is a sign of things to come for the pair of stocks. [View news story]
    Is that to say UA has not already experienced a "breakout"? Look at the charts. Appears to be a final plug before pulling the plug.
    Aug 28 11:43 AM | Likes Like |Link to Comment
  • AMD plans to integrate ARM's (ARMH) TrustZone security technology within future CPUs. The tie-up comes even though ARM-based CPUs are set to challenge AMD in the PC and server markets. Yesterday, AMD announced an initiative with ARM, Texas Instruments (TXN), and others to create a common programming model for CPUs and graphics processors - the initiative could help AMD better compete against Intel (INTC) if developers embrace it.  [View news story]
    ARM is the BORG.
    Jun 14 12:59 AM | Likes Like |Link to Comment
  • Facebook (FB -5.9%) has given back all of the gains seen in late trading yesterday. While Baird has issued a bullish report, the NYT has a less-than-glowing column about Facebook's Sponsored Stories product, noting its spotty ad-matching capabilities and privacy issues. Meanwhile, the L.A. Times reports on how some U.S. teens are souring on Facebook relative to Twitter and Tumblr, due to privacy concerns. (previous)  [View news story]
    It's just software and the younger generation will flee Facebook and head elsewhere to avoid parental, and older generation spying.
    Jun 1 11:30 AM | 1 Like Like |Link to Comment
  • Abercrombie & Fitch (ANF +6.4%) soars after catching an upgrade from Citigroup to its Top Picks Live List, as well as getting lifted by UBS to Buy from Neutral. Stabilizing trends and attractive valuation are the themes of the day on ANF. [View news story]
    Upgrades on GAP, A&F and other specialty retailers....just how much money is there to go around. Someone has to loose. Retail is looking extremely overbought and over-forcasted.
    May 1 11:43 AM | Likes Like |Link to Comment
  • Are you seeing this where you live? WSJ says stunned home buyers are finding that bidding wars are back. Unlike the big demand of the bubble years, this trend typically is driven by lower inventories of homes listed for sale, but at least a few giddy sellers are pocketing nice profits. Enjoy it while you can, housing bears say, because the market is still dismal and will remain so for a generation.  [View news story]
    Rest assured, the majority of these "buyers" do not meet the criteria of a healthy housing market. Home prices in many areas are now low enough that "those who have" are now stepping in for investment purposes before speculation drives prices higher. Our young people seem forever destined to remain in the rental trap until Mom and Dad throw them a bone down the road, (if they're one of the lucky ones). As previously stated in this thread, applying for a loan that demands no more than a maximum 40% debt to income level will prohibit most of our younger generation from purchasing. These kids accumulate too much (early) debt, and/or earn far too little to qualify.
    Apr 29 10:23 AM | 2 Likes Like |Link to Comment
  • Buffalo Wild Wings (BWLD +0.1%) catches an upgrade from Dougherty to Buy from Neutral, as the firm sees strong sales coming in for the restaurant chain with a boost from the mild winter and popular NFL season. Analysts have a $93 price target on shares.  [View news story]
    Let's see....boost the price target because of a popular NFL season and a mild winter....Really. They get paid to come up with these predictions? One could say a mild winter would lead to other spending and activity choices and I'm not so sure this NFL season was that big of a deal.
    Apr 24 12:35 PM | 1 Like Like |Link to Comment
  • Online brokers E-Trade (ETFC -2%) and Charles Schwab (SCHW -0.7%) slide after Sandler O’Neill's Rich Repetto says retail trading at online firms fell 5%-10% M/M in March: "We suspect March retail trading generally underperformed consolidated industry share volumes, which were down 5.1% sequentially,” Repetto says.  [View news story]
    No doubt. Daily volume outside of AAPL has been short of lackluster.
    Apr 3 01:16 PM | Likes Like |Link to Comment
  • Citigroup endorses the Ron Johnson-led makeover at J.C. Penney (JCP), saying a survey it conducted shows that the changes are resonating with customers. Analysts keep JCP lined up on its Top Picks Live list on their increased confidence the long-term strategy will work. [View news story]
    I'd love to have a little public disclosure on Citi's role in this turnaround. Survey details? Who, What, When, and Where.
    Mar 30 10:46 AM | Likes Like |Link to Comment
  • Like Cook At Apple, Johnson In A Tough Spot At J.C. Penney [View article]
    Wow...And this just out on Reuter's. When JCP says it, I would be concerned.

    March 28 (Reuters) - J.C. Penney Co Inc said its brand new pricing strategy could hurt sales for some time and there was no guarantee its store and merchandise revamp announced in January would work.

    J.C. Penney did away last month with its longtime strategy of marking prices up only to slash them and instead now keeps prices low from the start, with a twice monthly sales to clear out out-of-season merchandise. It is also planning to change store layout and merchandise assortment.

    Analysts said in January, when the plan was unveiled, that the move could confuse long-term customers conditioned to look for discounts.

    In an annual report filed on Wednesday, J.C. Penney said the new pricing strategy "could result in a prolonged decline in sales" and that there is "no assurance" its new strategies will lead to better results.

    Sales at J.C. Penney stores open at least a year rose 0.2 percent last fiscal year, compared with a 2.5 percent increase a year earlier. They rose 5.3 percent at Macy's Inc.

    In February, CEO Ron Johnson said sales were down for the month up to that point. -end story
    Mar 28 01:48 PM | Likes Like |Link to Comment
  • The much-rumored Google Drive cloud storage service will likely be introduced in the first week of April, sources tell Om Malik. Oddly, Google (GOOG), long known for undercutting rivals with its free services, will reportedly offer just 1GB of storage for free - market colossus Dropbox offers 2GB, and Microsoft's (MSFT) SkyDrive offers 25GB.  [View news story]
    Apple cloud is pathetic for directive file storage, unlile SugarSync, DropBox and Windows SkyDrive. That will likely change, or a least it had better.
    Mar 27 03:29 PM | Likes Like |Link to Comment
  • Bullish sentiment rises to the highest level in 4 years according to the Charles Schwab Active Trader Survey, with 51% of frequent traders in the bull camp vs. just 25% last October. Most bullish sectors: Tech and energy. Least: Financials, healthcare, minerals, consumer discretionary.  [View news story]
    Not exactly the most informed trader survey players. Momentum traders on the average.
    Mar 22 12:07 PM | Likes Like |Link to Comment
  • Looking Past Investment Day Euphoria: The Long Case For J.C. Penney [View article]
    Projected $6 earnings. Really, my math shows that is the total earnings level for 2 of their major competitors combined. Possibly, but I doubt the competition is rolling over and playing dead. I think a fair price for a two year wait would be low 30's at best. Still risky considering the money is tied up for several years.
    Mar 20 02:31 PM | Likes Like |Link to Comment
  • Short Opportunity: J.C. Penney Is Losing Its Luster [View article]
    Here's a concept to ponder. Does your average Apple fan boy or girl have anything left for JCP after spending most of any discretionary income on the latest gadget upgrade?
    Mar 12 10:19 AM | Likes Like |Link to Comment
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