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animus

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  • Apple Earnings Preview: Up, Up And Away [View article]
    Good article, from a personal stand point my family and friends all bought iPhone 6 and 6+ phones this past year most owned Androids. There is no question that the product is selling well. My concern is the affect the strength of the dollar will have against the Euro going forward. The situation in Greece will make it worse as more money flows into treasuries as safe havens. At what point will the product become too expensive for the European consumer.
    Jan 26, 2015. 07:24 AM | 3 Likes Like |Link to Comment
  • Why You Should Not Sell Your Oil Stocks At A Loss [View article]
    Thank you for your comment . I would like to know what does Kappaseek comment have to do with the price of oil?
    Dec 16, 2014. 09:25 AM | 1 Like Like |Link to Comment
  • Why You Should Not Sell Your Oil Stocks At A Loss [View article]
    What do you base your statement that a price of $45 a barrel cannot be sustained because demand will exceed supply at that level. Is this statement based on global recovery expectations due to lower energy costs?
    Dec 15, 2014. 02:03 PM | Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Good article. The fall in oil prices is comparable to chicken little and the sky is falling.
    Dec 13, 2014. 11:36 AM | 3 Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    The Iranians helping in the fight is not a blessing. I think you listen to much to the sound bite media
    Dec 13, 2014. 11:32 AM | Likes Like |Link to Comment
  • ConocoPhillips: Poised To Outperform [View article]
    The real issue here is not COP, CVX or XOM. It is predatory pricing tactics being used by OPEC, namely the UAE and Saudi Arabia, to put our oil industry out of business or at least not become a significant factor in the global energy market. This has been done to us before in the Steel industry when China and Korea used pricing for steel that was below a profitable level to undercut the U.S. Steel industry. It continued until the steel industry either went out of business or moved their factories overseas. In this case Saudi Arabia does not want to lose market share. Once OPEC has succeeded in shutting down our oil industry to a non threat level they will cut production and raise the price of oil like they have done so many times in the past. The Saudis and the Emirates are not making money at $60 a barrel and are using their capital reserves to fund this price war while balancing their budgets. The question should be how long can they hold out or should the U.S. traded office take action for predatory pricing. The later will not happen meaning the stock price of all oil stocks will not go up until the Saudis and Emirates have killed future growth in our oil production or by some miracle the global economy rebounds into a sustainable growth level.
    Dec 9, 2014. 07:54 AM | 1 Like Like |Link to Comment
  • Why I Purchased Exxon Mobil And Chevron This Week [View article]
    It seems that most of the comments share the view of the writer. I do as well. From a national security aspect you could make the article that low oil prices hurt terrorist state like Iran and ISIS, which rely on oil to fund their terror operations. That however would be the short term view of the geopolitical effect of low oil prices. One only has to go back to 1974 to remember the last time the U.S. and other western nations were solely dependent on Saudi Arabia, Iran and the UAE for its economic life blood of oil. For those that do not remember they embargo oil to the west. The effects were an economic recession and long gas lines. Once the embargo was lifted they were in control of the economies of west by controlling the price of oil until now.
    Saudi Arabia is losing it's market share and thus it's influence and control. The U.S. oil industry is trending to produce 12% of the oil market. The shorts in the oil market are supporting the Saudi assault on our oil industry. It is like shooting yourself in the foot. Once the Saudi's effectively put out of business the marginal producers in the U.S. yo can bet they will just hike the price back over $110 a barrel. Short term greed over long term common sense.
    Dec 6, 2014. 08:38 AM | 5 Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    Mr. Blair I have followed you for years only because you will always find a reason to short Apple or to recommend selling it. It seems before the iPhone 6 and iPhone 6 + were released you were predicting sales to be dismal failures because the smartphone market was saturated and other products had more market share and were cheaper. Just a question do you really follow your own advise? If so you must have really taken it in the shorts these past few months. Either that or you have enough "stupid people",to quote MIT Professor Grubner , out there that follow your advise without question. Don't get me wrong I still follow you if only to get the minority opinion
    Nov 18, 2014. 11:06 AM | 9 Likes Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    If they produce anything like much of the cheap electronics coming out of China from Chinese manufacturers it will be low end crap.
    Nov 18, 2014. 09:17 AM | Likes Like |Link to Comment
  • Gold Still Has Luster: Why You Should Consider Holding GLD In Your Portfolio [View article]
    Sure buy now and watch your money get flushed away. It is the WORST investment you can make with everybody predicting lower gold prices
    Nov 5, 2014. 03:50 PM | 3 Likes Like |Link to Comment
  • Apple: An Important Capital Return Update [View article]
    I prefer to see the value of my AAPL holdings to go up 10% to 20%. The dividend is icing on the cake. It lowers the cost basis of my holdings.
    Nov 3, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • Putting The Gold Selloff Into Perspective [View article]
    As an investment gold is worthless. If you believe that the end of our economic system is near term than buying gold has value. The problem is all the sales pitches about our dire situation and need to buy gold is just that a sales pitch. I would say that in fact some take advantage of peoples lack of financial prowess by predicting the end just like the "end of the world" people. As an investment it pays no dividends and with the exception of the gold ETF GLD and AUX and futures contracts are not easily bought or sold unless the physical gold is kept at the broker you purchased it from. The problem with gold is that the ETFs and the futures commodity markets sell paper not physical gold. The paper represents contracts on physical gold that may or may not exist. That is the problem with the gold market compared to other markets it is more loosely regulated, hence wild volatility .
    Nov 1, 2014. 08:50 AM | 5 Likes Like |Link to Comment
  • 5 Tech Stocks I'm Currently Watching [View article]
    Investor buying of Google can best be described of "overly optimistic exuberance". I agree no dividend and no buyback what does it offer, but the hope of profit made by traders that exhibit the above characteristic.
    Oct 14, 2014. 08:55 AM | 1 Like Like |Link to Comment
  • The Bond Rally Is Still Hanging On, But Now Is The Time To Consider Alternatives [View article]
    Nice article, a lot of good information. Although I agree that it is a great time to own rental property and much of the housing market is still underwater. Locking yourself into rental property is a long term business and not liquid like you pointed out. There is too much uncertainty in global economy global politics and how our government is going to act as a stabilizing force if at all. The politicians realize that the economy will never improve until home ownership starts to recover and as such the construction and manufacturing that goes with it. As interest rates go up so does the cost of U.S. debt and the cost of a mortgages.
    Oct 5, 2014. 10:22 AM | Likes Like |Link to Comment
  • Apple Drops: Should Investors Be Concerned? [View article]
    Once again the voice of level headed thinking. It was like "chicken little and the sky is falling" yesterday. I expected a drop it was inevitable as you pointed out. I expected it after Sept 9th meeting. What surprises me is how many people run off the cliff on once persons "guess".
    Sep 4, 2014. 12:46 PM | Likes Like |Link to Comment
COMMENTS STATS
112 Comments
226 Likes