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Denny_Chasteen

Denny_Chasteen
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  • Apple: When Negatives Can Be Positives [View article]
    That's right Tradevestor. And the other thing is making changes to the supply chain, dropping Samsung components, for example. Changes to supply chain have VERY high upfront costs. Up front design and planning costs, but also problems with yield and cost of quality in the early going. People who have never worked in manufacturing and especially semi-conductor or wafer fabs have no understanding of what this involves and how long it takes for all the processes to ramp up. Look for much higher margins this quarter.

    Market share does concern me. But, it's a growing market. It's growing on the high end and the low end as well. When the economy slows, it's usually the low end products that bear the brunt of the slowdown. Up scale and luxury items are least affected. It's likely that any slowdown on EITHER the high end or the low end will be only a slowdown in the rate of growth and not overall sales.

    Time will tell, but AAPL stock is in for a heck of a beat down first. More to come as they stir the pot over this "too much cash" problem. They need to come to a resolution on dividends and preferred stock. Every day they don't increases the case that Einhorn has made that AAPL does not care enough about the share holders. Not many buyers lining up these days, Too many unknowns. Too many dark shadows. The haters and naysayers have piled on now and have created that "critical mass" required to "stampede the herd."
    Feb 27, 2013. 05:36 PM | 1 Like Like |Link to Comment
  • Comex gold scores its biggest one-day gain of the year, jumping $28.90 (+1.8%) to settle at $1,615.50, as Bernanke’s comments were "music” to the ears of precious metals bulls, Real Assets' Jan Skoyles says, "and strong economic data is just not enough anymore to convince markets that all is well." Silver +0.9% to $29.32. [View news story]
    Well it's "sleazy" money whenever politicians, central bankers and the "nice government men" are involved..
    Feb 27, 2013. 02:38 PM | 1 Like Like |Link to Comment
  • Comex gold scores its biggest one-day gain of the year, jumping $28.90 (+1.8%) to settle at $1,615.50, as Bernanke’s comments were "music” to the ears of precious metals bulls, Real Assets' Jan Skoyles says, "and strong economic data is just not enough anymore to convince markets that all is well." Silver +0.9% to $29.32. [View news story]
    Because it is an "easy money" policy. "Dovish" is associated with a "easy" stance. "Hawkish" on a harsher stance. Bush was a "hawk" on national defense. Carter was a "dove." It was probably just a rhetorical question, but I took a shot at it anyway. :)
    Feb 26, 2013. 05:23 PM | 1 Like Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    Just look at what VZ is pushing now on their web site versus a year ago. Technologies that arrived before their time are now finding their place into the mainstream. Fiber to the home (old AT&T idea). iTunesU. AAPL as a music vendor. AAPL as a movie vendor (look out NFLX). AAPL as a major provider of Learning Management Systems (LMS). The whole FaceTime product. The communications pipeline is changing. The growth and innovation in interactive media has only just started. AAPL is well positioned to own the lion's share.
    Feb 25, 2013. 08:11 PM | Likes Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    "Money is in the Media - And in Even More in the Medium"

    A big opportunity for AAPL in the future is new media and integration with youth through educational platforms. And or, they could easily topple and trump a large part of AMZN, all of NFLX and a couple of major networks including some SatCom. Possibly even T and VZ.

    Look for Apple TV integrated with AAPL fibre and 4G wireless networks. Look for Apple Wi-Fi and 4G phone systems with VoIP for home, auto and business. The communications pipeline is going to change dramatically in the next few years. Get an eye on it now. Just look at VZ's website and what they are pushing now compared to a year ago.

    Look for FaceTime to explode as well as iTunesU. In the next few years, AAPL will disconnect from T and VZ. Look for AAPL to be the main player as content facilitator in new media creation and delivery devices but also the software, and infrastructure. It can all be Apple's for the taking.
    Feb 25, 2013. 05:17 PM | Likes Like |Link to Comment
  • Apple: When Negatives Can Be Positives [View article]
    I totally get that one Tradevestor. I had been hoping some would write this article. Well done.
    Feb 25, 2013. 04:50 PM | Likes Like |Link to Comment
  • Why Hyperinflation Is A Myth (And What It Means For Gold Prices) [View article]
    As if on your cue, Macro, Bullard came out on the 22nd and did exactly that: Also noted was that all the clamor and frothing clabbor from the FOMC was from "non voting" members.

    http://bit.ly/XT88AO

    What is the best play on UPRO?
    Feb 25, 2013. 08:42 AM | Likes Like |Link to Comment
  • Is It Time To Buy Gold Via GLD? [View article]
    The real death cross is when the price of gold falls below the S&P. That is the CLEAR sign to BUY GOILD!!!! Yippy Ki-Yay!!!
    Feb 20, 2013. 10:01 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    They are not moving to equities. Government debt is starting to consume everything and the death spiral is now beginning. Buy gold and get it physical.
    Feb 20, 2013. 09:53 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    The way most commenters dance around everything except what is important reminds me of a Monte Python scene: "Are you suggesting that coconuts migrate?"
    http://bit.ly/YHrvuv
    Feb 20, 2013. 08:35 PM | Likes Like |Link to Comment
  • Soros Fund Sells 50% Of His GLD Stake: Is Gold Done? [View article]
    He probably bought a ton of put options right before selling.
    Feb 20, 2013. 11:28 AM | 2 Likes Like |Link to Comment
  • Gold falls to its lowest level since August, now at $1,591 and off more than 11% since the heady post-QE∞ announcement days. The move is more of a blip on a longer-term chart and the metal is basically flat since summer 2011. GLD -0.8% premarket. [View news story]
    Ditto both those sentiments. I guess it's because NFLX is suddenly such a great buy. I bought more GLD today. I am at my limit on AAPL and will just hold on and suffer through this sideshow with Einhorn.
    Feb 20, 2013. 11:23 AM | Likes Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    Good one.
    Feb 20, 2013. 08:41 AM | Likes Like |Link to Comment
  • A Bullish Case For Gold: Let The Facts Speak [View article]
    A group of government wonks all got together and resolved that "we are not going to fight with each other over this." - And that was how the fight got started.
    Feb 19, 2013. 09:39 AM | Likes Like |Link to Comment
  • A Bullish Case For Gold: Let The Facts Speak [View article]
    I am not a chart person, but the patterns in the chart from 1990 to present for 2006, 2008, and then again in 2011 look similar except they are growing in magnitude.
    Feb 18, 2013. 04:51 PM | Likes Like |Link to Comment
COMMENTS STATS
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