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  • 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
  • Apple Drops: Should Investors Be Concerned?  [View article]
    Once again you have been the voice of level thinking. It was like "chicken little and the sky was falling" yesterday. It was inevitable that there would be a pull back. I expected it to come after the Sept 9 meeting.
    Sep 4, 2014. 12:43 PM | Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed  [View article]
    With corporate tax rates the highest in the world ~39%, why would any company want to bring money back to the U.S.? You want more jobs then ask the administration and the Senate to push for tax reform that encourages business in the U.S.
    Jul 23, 2014. 06:49 AM | 4 Likes Like |Link to Comment
  • Apple: The Final Countdown  [View article]
    This seems to happen every quarter. It is like analyst one upmanship
    Jul 22, 2014. 03:27 PM | Likes Like |Link to Comment
  • Apple's Q3 Risks Are To The Downside  [View article]
    Sir; I follow yo to get a contrary opinion. However, you have been wrong more times then you have been right. I believe there is downside to AAPL, but the positives are still in favor long term. If I followed yo and your short philosophy I would have lost lots of money. Tell me how do you make money going against the tide?
    Jul 19, 2014. 09:28 AM | 6 Likes Like |Link to Comment
  • Apple: NFC And Mobile Payment Processing Are Just Around The Corner  [View article]
    The article makes real sense. I have been following this POS issue and believe it has huge potential. I particularly like the PayPal model you mentioned that offers two methods to pay.
    May 15, 2014. 09:14 AM | Likes Like |Link to Comment
  • Apple's Curious Acquisition  [View article]
    You assume that these Dr. Dre and Ionine are part of the deal. It is never a done deal that the management will stay. If the $3.2B includes the intrinsic value of the management team that is a big risk. People can leave at any time.Frankly I don't see $3.2B value in streaming audio that could be developed internally or in Hi Fi headphones.
    May 12, 2014. 09:45 AM | 2 Likes Like |Link to Comment
  • Apple's Curious Acquisition  [View article]
    Everybody is assuming Apple will buy Beats. That is not a done deal yet. As is pointed out in this article leaking the deal is a tactic used by the seller often to force a deal. I for one am not convinced this is worth the price. Streaming audio is similar to iRadio, which has been marginally successful at best. Headphones are too specialized a market to be worthy of anything except minor investment. This is not minor investment at $3.2B. So what is the real purpose of this purchase? In my mind the better purchase is to launch a pay point system, which has tremendous potential growth and high margins. This purchase has more cons than pros
    May 12, 2014. 09:37 AM | 4 Likes Like |Link to Comment
  • Apple iPad Sales Slow Down: Nothing To See Here, Folks  [View article]
    It always amazes me how at the first not so good report all the Apple naysayers jump out with articles cry gloom and doom. Although you have to listen to all reports on the fundamentals and the business climate some articles are just plain BS. I will still take a company that has $150B in cash and a PE of 12 over one that has no cash and a PE of 50. This article makes some good points. Apple will continue to be punished for what it should do and what it is doing by the Apple bears no matter what. They probably are holding large short positions. If you listen to them and take what they say as your only guidance you will get burned.
    May 9, 2014. 02:23 PM | 3 Likes Like |Link to Comment
  • Apple: Saving The Best For Last?  [View article]
    Everybody has an opinion about the next "big" thing from Apple. The problem is all the hype that is generated prior to the quarterly report that vanishes after reality sets in. There is a good chance for iWatch this year but I have also read it won't be out until 2015. It appears nobody is really looking at the one new product category that can really provide huge growth and that is the pay point capability. Right now it is dominated by PayPal. Ebay does not have the resources that Apple does nor the technology. It is a whole new market category that is ripe for new technoloy
    Apr 10, 2014. 08:51 AM | 2 Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple  [View article]
    This is like the return of birds in the Spring time. Every year at this time the "blog analysts" cry doom and gloom that Apple is dead. Tell me one other company that has as much cash, as high an EPS and as low a forward P/E, certainly isn't NETFLIX or GOOGL. The same names say the same things over and over. If you are that negative on Apple than sell short. Nothing you have said is new news. It has all been said before.
    Apr 8, 2014. 02:25 PM | 5 Likes Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650  [View article]
    AAPL will continue to swing within a range of $525 to $540 for the next two weeks until investors get a better understanding of what "new" is really coming this year. The expectations of poor quarter results has already been priced in. Unless there is a major change below the guidance the price for this year will be based on what new product is being released this year. If it does not meet the "wow" test the stock will drop to $505 a share. There have been too many promises of new product categories in the future with no product release. Tim Cook is a good logistics manager and will deliver products, but he is not an innovative thinker and risk taker that was Steve Jobs in pushing the envelop on new products. That is what is missing at Apple now.
    Apr 6, 2014. 08:42 AM | 2 Likes Like |Link to Comment