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  • 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
  • Citi adds Apple to Focus List, sees iPhone margins staying high [View news story]
    Unfortunately, everyone lives in fear of a re-run of APPL Stock Punishment 2013, when AAPL checked out for a year, and Blair & Trainer ruled supreme! It was a gut-wrenching experience for long term investors, shook out the weak hands, and yet the "institutional memory" of that electrifying experience seems to persist--in spite of all of the endless reasons that you have carefully pointed out why it shouldn't!

    It's always important to remember that investing is a game of "Anticipating Others' Anticipations", and that seems to be the only unifying explanation for APPL's slow grind and constant hand-wringing fits of indigestion in the face of true unprecedented greatness!

    Only Icahn has the guts to call it out like it oughta be @ 200+, and yet the investing masses run behind FB, GOOG, AMZN....yada, yada. Makes me sick when I hear "Apple's over-owned/over-bought!" The rants of lemmings.....
    Apr 1, 2015. 08:42 PM | 5 Likes Like |Link to Comment
  • Why Apple's Slow Response To Disruptive Streaming Music Market Matters [View article]
    It's the SECOND mouse that gets the cheese.....
    Mar 28, 2015. 09:43 PM | 7 Likes Like |Link to Comment
  • 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 $ 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