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  • Apple: Coherent Acquisition A Big Boost To Map Asset [View article]
    Knowing where the iPhone is within centimeters has truly astounding implications for "proximity marketing", allowing merchandise to literally "speak" to the shopper....."Hey--what about me? I'm on sale today!" "You've already got the peanut butter--how about my strawberry jam on sale this minute!? Value shoppers will be turned into spending robots. AAPL will chew off mass revenue in ways that are presently barely explored.

    This has reach beyond our imagination, once it filters into merchandising and service marketing. A quantum leap on all levels.....and yes....navigation in an Apple-empowered car!
    May 19, 2015. 01:58 PM | 2 Likes Like |Link to Comment
  • VXDN: A New Spot VIX Fund That Will Perform Similar To Inverse Volatility Funds [View article]
    I am no way this smart, but have fortunately (confirmed after reviewing your study here) stumbled into the XIV, where I have been a very happy long-term (yes....long-term) camper. suffers horribly in corrections, but snaps back with a vengeance!

    Have avoided the VXX--just haven't had the guts--and that appears to have been relatively provident, by comparison, as well!
    May 18, 2015. 03:39 PM | 1 Like Like |Link to Comment
  • Higher interest rates seen as headwind for consumer staples [View news story]
    Stupid to link this saber-rattling to COSTCO! Just stupid......
    May 18, 2015. 03:15 PM | Likes Like |Link to Comment
  • Icahn hikes Apple target to $240, sees FY16 EPS of $12 [View news story]
    I completely agree w/Retired One....the sick fixation with negativity is a financial disease based upon a race to be the horn blower--in a way a kind of negative arrogance that has permeated financial media, and SA is clearly no exception. The drop of black ink in a barrel of white turns the whole batch grey forever.

    That's "press power", and it is wielded here in SA as well as in/on all other financial media platforms. Rather sad, actually, that Icahn's price targets, which are based on rational and marginally optimistic projections are panned by negativists standing on tiptoes to get noticed. It is absurd. Gotta think for yourself....just like Tim and Carl.

    May 18, 2015. 01:43 PM | 4 Likes Like |Link to Comment
  • Why Apple 'Gets Away With It' In China [View article]
    @Dana Blankenhorne....thank you for the insightful short and salient article here. In very few paragraphs you have captured the essence of the Apple/China relationship, and Tim Cook's masterful development of the pathway forward.
    May 13, 2015. 01:07 PM | 3 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article] Ferrari, Mercedes, BMW, Acura....
    May 7, 2015. 04:55 PM | 6 Likes Like |Link to Comment
  • Apple's Beats Music deals under scrutiny [View news story]
    @Michael.....reporting in from Redmond....the seat of Microsoft arrogance.....
    May 6, 2015. 03:40 AM | 17 Likes Like |Link to Comment
  • A Big Bite Of The Apple? [View article]
    It would seem that Columbia Threadneedle Investments needs to find better needles to thread......
    May 4, 2015. 05:20 PM | 21 Likes Like |Link to Comment
  • Notable earnings after Monday‚Äôs close [View news story]
    Actually, many are being SWKS & INVN! SO far CRUS has escaped the market's wrath, but maybe it'll get whacked too~~
    Apr 26, 2015. 11:37 PM | Likes Like |Link to Comment
  • Apple Q2 2015 Earnings Preview: Another Strong Quarter Driven By iPhone In China [View article]
    Strap--in and prepare for severe buffeting and stock punishment on Mr. MacGoo's Wild Ride.....per usual, as the storm of punditry sweeps over AAPL shareholders once again. There will be the usual "Great Flaw of the Quarter", trumpeted by the Great Pundits (Collin Gillis, for example), which will rock the stock, per usual.

    Have dry powder at the ready to take advantage of negative headwinds generated by disappointment and failed expectations by "the street". Should take the stock a month to recover and stabilize at a new level--where, exactly, is a complete mystery at this point, in spite of a "Storm of Opinion" that has raged for the last 3 months!

    Long-term is all that matters--and all that HAS mattered for almost 2 decades!
    Apr 25, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • To What Extent Does The Apple Watch Affect FY 2015 Results? [View article]
    @Lawrence....actually, CNBC worked tirelessly for 2 years to get everyone to SELL AAPL, and only very recently ended their campaign of negativity, replacing it with simply little-or-no news, which for a $750 billion dollar enterprise is passively negative coverage. There are still pockets of "concerned commentators" on various CNBC shows, always trying to get that bad scoop that will make them a hero....but they are less frequently getting the megaphone in the face of APPL's recovery over the last year.

    The only consistent voice of reason vis-a-vis AAPL has been Jim Cramer, and even he had to recover from a rather downbeat tone in 2013, replacing that with his modern mantra: "Own Apple--don't trade it!".
    Apr 21, 2015. 09:24 PM | 5 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold [View news story]
    Following Soc Gen advice will either lead you over the cliff with the other lemmings, or land you in jail like some of their more illustrious traders.

    APPL is a cultural phenomena sweeping around the world, permeating all levels of culture that can afford it, and is the aspiration of those that cannot yet afford to join the wave. This new product has far higher visibility than all iPhones hidden in pockets and purses, and will shortly become the most-noticed fashion accessory in human history, dividing those who wear it from those who do not. It will NOT displace the TAG's, Breitling's and Rollex's--millions of years of evolution have provided most users with 2 wrists, and that will allow for the affluent to maintain their evident status without compromise.
    Apr 8, 2015. 02:33 PM | 10 Likes Like |Link to Comment
  • Cantor's March Apple checks strong; over 1K Watch apps submitted [View news story]
    @ Andreas....Yes, he should surface shortly in order to once again attempt to derail AAPL's momentum @watch launch, or tout Samsung/Android's obvious rule over the world. It will be pathetic and delusional--but predictable--thus meaningless....all over again. He continues to star in his own "Ground Hog Day" movie....sadly.
    Apr 7, 2015. 04:17 PM | 1 Like Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    @ beach pipers....I suspect that George Soros has left "the room with the lights off:)" because he is back to having so much more fun playing with currency trades--his strong suit--and how he made his fortune to begin with!

    For those with deep pockets that know the rules, that game has been enormously profitable over the past year, as currency volatility has rarely been this frisky--and shows no signs of abating. The leverage he can employ is far beyond the ken of most stock pickers--he plays with countries!
    Apr 6, 2015. 01:41 PM | 2 Likes Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    Yes @ Manuel--after all of these years, I have learned to value golden silence! Rap is the opposite....and I have had enough of that to last a lifetime already.
    Apr 5, 2015. 11:14 PM | 7 Likes Like |Link to Comment