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consultnick

consultnick
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  • Apple: Debunking The Recent Cowen Survey [View article]
    Sadly, Mr. Blair--you ARE that "one hand clapping"......
    Mar 25, 2015. 07:45 PM | 13 Likes Like |Link to Comment
  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    Thanks for yet another excellent and cogent article, Alex. I don't know how you do it, especially after that extended duke-out with Ashraf the other day that must have left you with a bloody keyboard--I thought that would deplete your energy!

    You articles are always worth the read--keep them coming!
    Mar 24, 2015. 03:57 PM | 2 Likes Like |Link to Comment
  • More on Apple's Web TV: What about NBC, basic pay TV channels? [View news story]
    Mustard seed or not, this is the wrong turn on the highway to heaven regarding an improved life of viewer choice. I can already get nearly everything for starter deals around $30-40....so what's the big new advantage to a reduced package of offerings from Apple?

    And I only watch CNBC--all else is fluff, distraction and wasted time for me, so if CNBC is not part of the package, I'm not interested!

    Comcast CEO Brian Roberts is a tough cookie, and a staunch Republican to boot, and he is pissed off about net neutrality already, and the entire staff of CNBC has to walk a journalistic tightrope--even Cramer--when it comes to the subject of cable monopoly.

    He sees a TIGHTER grip on the situation once a Republican administration can be installed, so he isn't going to negotiate now--because he doesn't HAVE to! He already owns the world's most recognizable business media microphone, and he will give it away over his dead body!

    The difference between Apple's monopoly and Comcast's is that Apple controls stuff in its own walled garden, whereas Comcast controls not only massive cable distribution across all forms of content distribution, it also preemptively censors the greatest source of business news on the planet , actively suppressing any negative news about itself!

    It you watch any/all of the CNBC programs, you will NEVER hear anything negative about Comcast. It is effectively Big Brother, and until it is legislatively restrained, there is no limit to its power and influence. Apple is just an aggravation to them.
    Mar 16, 2015. 11:17 PM | 6 Likes Like |Link to Comment
  • Reuters: IBM working on payment system featuring Bitcoin's core technology [View news story]
    @Eric....thanks for clearing that up. I am happy that this initiative only appears to synergistically add to their capability.
    Mar 15, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Reuters: IBM working on payment system featuring Bitcoin's core technology [View news story]
    How would this/could this interact/interface with ApplePay?
    Mar 14, 2015. 06:57 PM | 1 Like Like |Link to Comment
  • InvenSense: Don't Fear Short-Term Margins [View article]
    This has been a remarkably disappointing investment for me, due to board operation opacity. Weird behavior on their part has crashed the stock, and in spite of obvious fabulous engineering talent, INVN seems doomed to a murky future.....sadly.
    Mar 14, 2015. 02:02 PM | 3 Likes Like |Link to Comment
  • Apple: Fighting The Battle That Can't Be Won [View article]
    Hedging/smedging/dredging for disaster.....it all goes away if you simply grant AAPL an appropriate PE.

    The market will eventually wake up to the fact that AAPL, investment-wise, is not only the best house in the neighborhood--but the world, and as world-wide stimulus money searches to find, and eventually flows into "approved and well-curated investment choices", there is no other choice to compare with AAPL.

    With AAPL, patience has always been rewarded, and impatience punished, as the stock steadily moves from weak to strong hands. This shall continue.
    Mar 12, 2015. 01:09 AM | 2 Likes Like |Link to Comment
  • HBO-Apple deal a year in the making; cable partners still a challenge [View news story]
    @ingot....Apparently you haven't either, or you made a typo. Cramer has been steadily advocating holding--not trading--Apple for nearly a year!
    Mar 9, 2015. 08:22 PM | 12 Likes Like |Link to Comment
  • Winner In Costco-Amex Divorce Seems Pretty Obvious: Costco [View article]
    @Michael.....Thanks for the reminder--I was considering the Amex Blue--maybe I'll give it another look!
    Mar 5, 2015. 12:34 PM | Likes Like |Link to Comment
  • Winner In Costco-Amex Divorce Seems Pretty Obvious: Costco [View article]
    All I can say is that COSTCO had better take of its long-term faithful customers like me, who push almost every expense possible onto that COSTCO/AMEX card--insurance, cable, internet, tv, vet expenses, medical bills, car repairs, etc., etc.. and enjoy significant rebates as a result.

    I just cashed a $551 rebate check that came with my February Amex statement, and I had received a $315 check from Costco, as well. Losing either of those would cause me to "wander", as there are other competitive options out there. And as Jim Cramer would say, "$866 is better than a sharp stick in the eye!".
    Mar 4, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • Don't Focus On Apple Watch Edition Pricing [View article]
    People are already used to getting mugged and beaten for their wallets, phones, cocktail rings, diamond ear studs and Rollex's. They'll adapt.
    Mar 2, 2015. 02:38 AM | Likes Like |Link to Comment
  • Don't Focus On Apple Watch Edition Pricing [View article]
    All of the above, in addition to every investment fact, conjecture and action on the part of every investor on planet earth, is reflected in AAPL's chart of share price and volume. That's what makes a market.

    Your point?
    Mar 2, 2015. 02:31 AM | Likes Like |Link to Comment
  • Don't Focus On Apple Watch Edition Pricing [View article]
    @bjnflicks...Someone with more time and better analytics than I have should note the correlation/lack of correlations to Collin Gillis' appearances on CNBC, and determine his effect on AAPL's share price subsequent to his barkfests--he has a big microphone, as he is speaking from the vaunted heights of BGCP, the remnant of Cantor Fitzgerald, post 911, and he commands great respect--me thinks a little too much!

    All good....Except that he is almost always right in the short term and almost always wrong in the long term! To me, the effort looks like a desperate stretch to gain a lower priced toehold in the stock. He never saw the 103 he predicted last go 'round, and AAPL ran away from him, and now that it is time for a natural rest after 10 days up, and a natural Fibonacci retracement might be in order (or not), he has the megaphone yet again!

    Bugs me big time how this guy gets on TV just as AAPL takes off--everytime. And his BBRY rants of months ago looked absolutely psychotic, if anyone else happened to catch that performance on Fast Money. So we know his agenda.
    Feb 26, 2015. 12:10 AM | 2 Likes Like |Link to Comment
  • Apple to pay $532.9M in iTunes patent trial [View news story]
    Pay the toll....Drive on....
    Feb 25, 2015. 04:41 AM | 19 Likes Like |Link to Comment
  • American Tower lower off EBITDA miss, lower guidance [View news story]
    @Ricardo....yes, that describes exactly how I feel, too. But I haven't sold yet, as I have been in it a long time and am up comfortably. But it is testing my patience with the weird volatility. The lack of insider buying is not a great sign, either.
    Feb 24, 2015. 12:48 PM | 1 Like Like |Link to Comment
COMMENTS STATS
254 Comments
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