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  • Tax Reform Should Be A Priority In 2017: Beware Of Ultra-Low Tax Rates  [View article]
    I've made a mental note to not bother with L. Grover articles in the future. I think he should be writing for the "View"!
    Dec 28, 2015. 05:22 PM | 21 Likes Like |Link to Comment
  • Don't Go Apple Picking Yet  [View article]
    Hello Julius,

    Please read "The iPhone 5S's Graphics Are Insane by Tom Shaughnessy".
    Oct 27, 2013. 08:57 PM | 4 Likes Like |Link to Comment
  • The yen (FXY +1.6%) races higher, unwinding a bit of what had been about the world's most one-sided trade for the last 6 months. First comes price action then come excuses, and about the best reasons for today's slide in dollar/yen is the BOJ upping its economic forecast at last night's policy meeting, and the weak U.S. GDP print. The surging yen is hitting the year's hottest ETF, DXJ -1.7%[View news story]
    Apr 26, 2013. 02:47 PM | Likes Like |Link to Comment
  • For yet another year, a Consumer Reports survey of U.S. mobile users has rated AT&T (T) the worst major U.S. carrier. Verizon Wireless (VZ) was again given top marks, and was followed by Sprint (S) and T-Mobile. An August J.D. Power study yielded similar rankings. Consumer Reports did, however, give AT&T the highest satisfaction score among 4G users, even though its LTE network coverage trails Verizon's. (last year[View news story]
    I was using Verizon and was very happy with the service. I did not like the monthly service charges and decided on Sprint when I procured my new iPhone 5. I am satisfied with the Sprint service and extremely happy with my monthly voice and data monthly service charges.

    When I perform a cost benefit analysis between Verizon and Sprint, Sprint is head and shoulders above Verizon. Each consumer should make their own evaluation.
    Nov 29, 2012. 03:55 PM | Likes Like |Link to Comment
  • Scott Forstall's departure from Apple (AAPL) was "not his decision," a source tells the WSJ. Moreover, sources claim Forstall has clashed with other execs (this is supported by past reports), and was complaining about a lack of big ideas from his unit - some outside of Apple have been complaining about this too. John Gruber: "Forstall was an obstacle to collaboration ... his responsibilities are being divided between four men who foster collaboration." Erica Ogg: "It's Tim Cook's Apple now."  [View news story]
    Since I have no inside knowledge of the internal workings of Apple executives today (post S. Jobs) vs. yesterday, I cannot comment whether the bad apple (pun) was let go or allowed to remain. Only time will tell. Since I love Apple products and currently own Apple stock it must be obvious which way I'm hoping the apple falls off the tree.
    Oct 29, 2012. 10:40 PM | 1 Like Like |Link to Comment
  • Gold, silver, and crude are believers - all sharply higher following what's now being interpreted as Bernanke setting the stage for more stimulus at the September FOMC meeting. GLD +1.3%, SLV +2.5%, USO +1.6%[View news story]
    I hope the bullish rise in gold is due to concrete fundamentals because if it is due to hints Fed Chairman Bernanke implied during his speech then I must be deaf and blind because I unfortunately did not see nor hear QE3 or some other Fed easing suggestions.

    Please help me understand.
    Aug 31, 2012. 03:46 PM | 2 Likes Like |Link to Comment
  • Sprint (S +2.2%) catches a bid on an upgrade to Buy from BofA/Merrill. The firm likes Sprint's low valuation, expects Street estimates to "rise through 2013," and thinks positive EPS will arrive in 2014. Firstadopter is less than impressed, given Sprint's huge run-up in recent weeks.  [View news story]
    We broke the $5/share barrier just a few minutes ago. As far as institutional investing, let's see what comes of it. Will we get a big jump soon?
    Aug 13, 2012. 10:21 AM | Likes Like |Link to Comment
  • Sprint Takes Lead On Apple's FaceTime  [View article]
    I'll begin by stating that I am long Sprint with a cost basis of $2.37 per share and have a 2013 price target of $4 per share and a 2014 price target of $6 per share. I have no projections beyond 2014 because I cannot figure out what assumptions to use.

    Being an econ geek I would think that the provider (Verizon, AT&T, Sprint, etc) with the lowest cost structure is going to win out. I say this because under the concept "Perfect Competition" and using the most basic law of economics where MR=MC the winner will be ...
    Jul 18, 2012. 10:43 PM | Likes Like |Link to Comment
  • Gold falls 1.3% to $1,588, the entirety of the decline coming in the minutes following the jobs report. In a little more than a day since a gold bull's dream - 3 major central banks loosening monetary policy and weak U.S. data giving at least a bit more impetus towards further Fed ease - the metal is off 2.1%. Silver is down 4.6% during the same time frame.   [View news story]
    With the old axiom (equation) of MV = PY, where M=money stock, V=velocity, P=prices and Y=output thanks to the Fed M has been rising but V, the velocity of money has been decelerating causing the price of output to fall (deflation). My concern is being able to see V increasing before most other investors realize it so I can jump back into GLD. Does anyone have any advice?
    Jul 9, 2012. 12:10 AM | 1 Like Like |Link to Comment