Seeking Alpha

User 113169

User 113169
Send Message
View User 113169's Comments BY TICKER:

  • How Trading Apple Can Bring Both Rags And Riches [View article]
    Samson: Since you ask, "Is it the success of the strategy or identifying the right stock?" -- I suspect most of those who have more experience trading options will agree that you were lucky to pick the right stock at the right time, and that you took on much, much more risk than you realize and would be comfortable with.
    Will you let us know when you find out that your experience is not "generalizeable" and you lose $200K?

    Sometimes the best lessons come from the trades where you lose money, rather than make money. I suspect you will likely learn a few "good lessons" in the future...
    Mar 3, 2012. 04:55 PM | Likes Like |Link to Comment
  • How Trading Apple Can Bring Both Rags And Riches [View article]
    And I for one will continue to focus on Rocco's and Kim's comments, while saving time not reading any more of yours...

    What is it with this thread? I've been reading SA for some time now, and, well, some people -- good grief!
    Mar 2, 2012. 07:51 PM | Likes Like |Link to Comment
  • How Trading Apple Can Bring Both Rags And Riches [View article]
    Samson -- have you noticed that the people who have the most insightful comments here (e.g. Rocco, Kim, unremitting) never talk about how much $$$ money they made/lost on their trades -- like you do? Have you noticed their comments engender lots of other well-thought-out comments and notes of appreciation -- whereas no one seems to respond to yours? Think there might be a reason?
    Mar 2, 2012. 07:46 PM | 1 Like Like |Link to Comment
  • Why Apple Should Not Pay A Dividend (Or Do Anything Else Incredibly Stupid) [View article]
    WmInce -- yours is probably the most insightful comment in this thread...
    Feb 27, 2012. 05:01 AM | 2 Likes Like |Link to Comment
  • Apple Jumps, Is It Time To Bail? [View article]
    beachbum -- what is your rationale behind your suggestion to short AAPL? I'm sure others would be interested as well.

    Or, are you simply proving my own experience that 90% of the comments on SA aren't worth anything. (Fortunately, the 10% that are make it worth my time to read SA...)
    Feb 12, 2012. 05:04 PM | Likes Like |Link to Comment
  • Apple May Have Won The PC War, By Losing The Windows Battle [View article]
    So what's the point of saying that Apple is the biggest personal computer maker, as opposed to the biggest tablet maker, or the biggest phone maker, or the biggest portable listening device maker?

    Just more semantics that cause people to lose sight of those things that are really important. I'd much rather see a discussion as to what might happen in a few years when the current Apple product pipeline plan has been implemented, now that Steve Jobs is gone. That could give rise to some genuinely intelligent and insightful conclusions.
    Nov 26, 2011. 02:35 PM | Likes Like |Link to Comment
  • Apple May Have Won The PC War, By Losing The Windows Battle [View article]
    This article is much ado about nothing. Semantics over real substance, like an increasing number of Seeking Alpha articles. Unfortunately, readers have to sort through these to find the truly insightful articles...
    Nov 23, 2011. 02:14 PM | Likes Like |Link to Comment
  • Short Apple's Jobs Premium [View article]
    I wish my own experiences with Apple tech support were as good as yours...
    Nov 15, 2011. 01:15 PM | Likes Like |Link to Comment
  • Short Apple's Jobs Premium [View article]
    It's not just Jobs' unique vision and formidable design skills, it's also the fact that, being a founder, someone whom Apple employees eminently respected, and who had a domineering personality to the point of being "a nut case" (as one of his best friends once described him to me), he could demand that the company follow his every request -- and everyone followed.

    None of the current senior management team will be able to do this, for the above-noted reasons. If you've ever worked in a Silicon Valley tech company (I have, including AAPL), you know that the employee culture is one where "process" is more important than actual results achieved, and where everyone's opinion is considered of equal merit -- regardless of the experience or background of the person providing the opinion. This was not Jobs' philosophy at all, nor will it change in Silicon Valley anytime soon, if ever.

    This does not mean that AAPL (both company and stock) won't do well in the intermediate term -- it very likely will. But at some point in the future (possibly when the Jobs-created pipeline of products gets depleted), AAPL will start to become a more "typical" tech company.

    In short, there really is no one who can replace Jobs. Even if you found someone with his vision and personality (obviously no small trick), given that person wasn't a founder, doesn't have the same track record, and isn't a domineering "nut case", he/she won't command anywhere near the same amount of respect from employees -- nor their allegiance.

    Oops, I said something controversial about Apple again... Putting on my flack shield before the FanBoys read this...
    Oct 9, 2011. 05:12 PM | 2 Likes Like |Link to Comment
  • Apple: A Baby-Boomer Stock [View article]
    There are a number of both good (well-reasoned and sensible) and weak (emotional, reactionary and poorly-thought-out) comments here -- which I've found is typical of SA postings on AAPL. As a result, I typically don't respond.

    Not to hijack this thread, but there is one fundamental flaw in the original article that most have neglected (and far more important than a discussion of Apple vs. Windows products) -- and that is the assumption that most baby boomers will have a lot of disposable income. They won't.

    The overwhelming majority of boomers haven't saved enough for their retirement and future medical costs, and many will have to help out their kids and grandkids financially (and by that I mean much, much more than simply buying them Apple products).

    The US is broke -- and here I'm not talking only about the $15 Trillion National Debt that is typically mentioned, but also the additional $60 Trillion in unfunded Social Security, Medicare, Medicaid and State Pension Fund liabilities. This total far exceeds the $50 Trillion in total US household net worth (and I doubt that the the US government is going to confiscate ALL of US citizens' assets!).

    I always get a big kick from the SA postings on AAPL, and most remind me that there will be continued upward pressure on AAPL's stock price (at least from retail investors).

    Again, I don't mean to hijack this thread, but whatever you think about Apple and it's products versus PC/Windows products (and I own both -- I pick the one that best suits my needs for whatever I'm going to use it for), probably the most important thing you can take away from this particular article is what I've noted above -- and that's even more true/relevant for the Baby Buster and Gen-X generations. I encourage you to spend less time thinking about the Apple vs. Windows debate, and more time learning about how to manage your finances -- you won't regret it when you get to be my age...
    Feb 21, 2011. 05:28 PM | Likes Like |Link to Comment
More on AAPL by User 113169