Brandon's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/126739/comments http://seekingalpha.com/article/167644-apple-not-all-smooth-sailing-ahead?source=feed#comment-722518 722518 Tue, 20 Oct 2009 15:55:20 -0400 http://seekingalpha.com/article/167649-apple-microsoft-google-cash-vs-cash?source=feed#comment-722511 722511 Tue, 20 Oct 2009 15:48:24 -0400 http://seekingalpha.com/article/106167-should-apple-consider-buying-yahoo?source=feed#comment-307495 307495
My suggestion to Yahoo.....go back to the system that made you a success, while it will never bring you back to the glory days of old it will at least stop the bleeding.]]> Sun, 16 Nov 2008 19:46:41 -0500
My suggestion to Yahoo.....go back to the system that made you a success, while it will never bring you back to the glory days of old it will at least stop the bleeding.]]> http://seekingalpha.com/article/97702-3-things-america-needs-to-do-to-get-the-economy-back-on-track?source=feed#comment-268622 268622 Mon, 29 Sep 2008 13:20:29 -0400 http://seekingalpha.com/article/97832-apple-isn-t-recession-proof?source=feed#comment-268594 268594 Mon, 29 Sep 2008 13:02:15 -0400 http://seekingalpha.com/article/96725-the-google-phone-it-s-not-just-about-google?source=feed#comment-261815 261815
Apple is a better long term bet than Google. Yes the stock is a sinking stone, but it's still going back above $200 eventually.]]> Mon, 22 Sep 2008 15:56:28 -0400
Apple is a better long term bet than Google. Yes the stock is a sinking stone, but it's still going back above $200 eventually.]]> http://seekingalpha.com/article/96286-market-performance-apple-and-natural-gas-updates?source=feed#comment-259305 259305 Fri, 19 Sep 2008 14:03:49 -0400 http://seekingalpha.com/article/96313-gm-volt-dream-car-or-road-to-bankruptcy?source=feed#comment-259302 259302 Fri, 19 Sep 2008 14:01:13 -0400 http://seekingalpha.com/article/96376-apple-credit-spreads-targeting-500-return?source=feed#comment-259301 259301 Fri, 19 Sep 2008 13:58:40 -0400 http://seekingalpha.com/article/96034-gm-volt-generates-interest-will-congressional-funding-follow?source=feed#comment-258164 258164
This needs to be accompanied with major electricity infrastructure improvements and hugely increased tax credits for individuals who buy solar panels.

Let's use everything we've got. Wind, Solar, Geothermal, Nuclear, Water, Cellulosic, and anything else I'm sure I missed.]]> Thu, 18 Sep 2008 13:11:22 -0400
This needs to be accompanied with major electricity infrastructure improvements and hugely increased tax credits for individuals who buy solar panels.

Let's use everything we've got. Wind, Solar, Geothermal, Nuclear, Water, Cellulosic, and anything else I'm sure I missed.]]> http://seekingalpha.com/article/96050-replacing-aig-in-the-dow-google-cisco-apple?source=feed#comment-258159 258159
We need some hard math to shed some light on the subject.]]> Thu, 18 Sep 2008 13:03:39 -0400
We need some hard math to shed some light on the subject.]]> http://seekingalpha.com/article/96123-daily-market-outlook-early-indications-are-for-a-modest-rebound?source=feed#comment-258130 258130
In my opinion this almost guarantees a further 20% drop in the S&P from the old lows. The rate of bad news will begin to slow, but with a lack of good news to drive the market, it will slow it's decent before rebounding in a huge way.

That's the tough part, you shouldn't try and pick a bottom but waiting for a pop is going to cost you huge when the pop has all of this current liquidity behind it. It's tough out there.]]> Thu, 18 Sep 2008 12:46:15 -0400
In my opinion this almost guarantees a further 20% drop in the S&P from the old lows. The rate of bad news will begin to slow, but with a lack of good news to drive the market, it will slow it's decent before rebounding in a huge way.

That's the tough part, you shouldn't try and pick a bottom but waiting for a pop is going to cost you huge when the pop has all of this current liquidity behind it. It's tough out there.]]> http://seekingalpha.com/article/96138-the-financials-the-automakers-and-the-call-that-cramer-and-all-of-cnbc-got-wrong?source=feed#comment-258088 258088
Let's take Apple for instance. He was saying buy all the way up to 200. Then he was saying don't get greedy and sell. He reiterated his position all the way to it's bottoms when he started saying buy. When it got back to 180 he was saying sell again.

Did I listen to anything he said? No. Do I wish I would have? Yes. Give the man some credit. He is right a lot more than people give him credit for. What do you want? Him to be a coward like everyone else and mince words?

The people that criticize him sicken me, not because they aren't right, but because the alternative is vanilla. The markets move based upon peoples' REAL opinions. That's the value in that show.]]> Thu, 18 Sep 2008 12:25:32 -0400
Let's take Apple for instance. He was saying buy all the way up to 200. Then he was saying don't get greedy and sell. He reiterated his position all the way to it's bottoms when he started saying buy. When it got back to 180 he was saying sell again.

Did I listen to anything he said? No. Do I wish I would have? Yes. Give the man some credit. He is right a lot more than people give him credit for. What do you want? Him to be a coward like everyone else and mince words?

The people that criticize him sicken me, not because they aren't right, but because the alternative is vanilla. The markets move based upon peoples' REAL opinions. That's the value in that show.]]> http://seekingalpha.com/article/95674-now-what-for-apple-investors?source=feed#comment-255910 255910
That's the point idiot. I was pointing out that you're a hypocrite. You're also a hypocrite by criticizing me for using 'epithets' when you stated in your moronic reply to Dithers that "Neos, conservatives and repubs" are to blame for the current financial crisis not to mention you close by calling me an idealogue and a jerk. That was also the point, but again, too stupid to see the obvious so I guess I have to point these things out to you.

I also like your second paragraph where you're arguing political theory with someone that called you a socialist and said nothing else. So either you're arguing for socialism, or you're making assumptions based solely on the fact that I want you to realize what you are: A hypocrite.]]> Tue, 16 Sep 2008 11:35:53 -0400
That's the point idiot. I was pointing out that you're a hypocrite. You're also a hypocrite by criticizing me for using 'epithets' when you stated in your moronic reply to Dithers that "Neos, conservatives and repubs" are to blame for the current financial crisis not to mention you close by calling me an idealogue and a jerk. That was also the point, but again, too stupid to see the obvious so I guess I have to point these things out to you.

I also like your second paragraph where you're arguing political theory with someone that called you a socialist and said nothing else. So either you're arguing for socialism, or you're making assumptions based solely on the fact that I want you to realize what you are: A hypocrite.]]> http://seekingalpha.com/article/95674-now-what-for-apple-investors?source=feed#comment-255832 255832
There nothing wrong with technical analysis but right now? C'mon...

Secular

I love people like you. You sound like a true socialist....who is long Apple. Typical.]]> Tue, 16 Sep 2008 10:25:04 -0400
There nothing wrong with technical analysis but right now? C'mon...

Secular

I love people like you. You sound like a true socialist....who is long Apple. Typical.]]> http://seekingalpha.com/article/95480-why-it-s-time-to-buy-google-apple?source=feed#comment-255115 255115
That's all that matters. The people talking about charts have lost their minds.]]> Mon, 15 Sep 2008 14:22:30 -0400
That's all that matters. The people talking about charts have lost their minds.]]> http://seekingalpha.com/article/95554-revisiting-the-iphone-s-browsing-market-share?source=feed#comment-255097 255097 Mon, 15 Sep 2008 14:03:05 -0400 http://seekingalpha.com/article/95514-apple-as-a-target?source=feed#comment-255087 255087 Mon, 15 Sep 2008 13:53:17 -0400 http://seekingalpha.com/article/95264-an-optimist-looks-at-the-market?source=feed#comment-254371 254371
I sold everything I had when the Nasdaq was at 5100. Why? Because there were analysts starting to write reports like, "XYZ company would have to have 300% growth for 15 years before their P/E ratio would be 30"

Inotherwords, this market needs more certainty. There are risks all over the place that cannot be easily calculated. Apple is a case and point. How much will Mac, Ipod, Iphone, Itune sales be hurt by the economic slowdown we're in? That's an unknown, and just like people are willing to pay a premium for log term growth visibility, the reverse is true for unknowns.

This is a difficult market. There's no doubt about it.]]> Sun, 14 Sep 2008 19:02:47 -0400
I sold everything I had when the Nasdaq was at 5100. Why? Because there were analysts starting to write reports like, "XYZ company would have to have 300% growth for 15 years before their P/E ratio would be 30"

Inotherwords, this market needs more certainty. There are risks all over the place that cannot be easily calculated. Apple is a case and point. How much will Mac, Ipod, Iphone, Itune sales be hurt by the economic slowdown we're in? That's an unknown, and just like people are willing to pay a premium for log term growth visibility, the reverse is true for unknowns.

This is a difficult market. There's no doubt about it.]]> http://seekingalpha.com/article/95281-ce-spending-looks-dismal-but-macs-set-to-hit-new-all-time-high?source=feed#comment-254133 254133
The success of these stores is wholly reliant on the popularity of their product line, therefore of very little value when determining future earnings. Sharper Image is a perfect example of this.]]> Sun, 14 Sep 2008 13:05:14 -0400
The success of these stores is wholly reliant on the popularity of their product line, therefore of very little value when determining future earnings. Sharper Image is a perfect example of this.]]> http://seekingalpha.com/article/95368-iphone-3g-speeds-more-cingular-mediocrity?source=feed#comment-254128 254128
Can you be any more ignorant Macvangelist? Your stupid question doesn't even warrant any other response.]]> Sun, 14 Sep 2008 13:00:07 -0400
Can you be any more ignorant Macvangelist? Your stupid question doesn't even warrant any other response.]]> http://seekingalpha.com/article/94999-apple-investors-fasten-your-seatbelts-put-on-helmets?source=feed#comment-251790 251790
The government has blown it's load. The market is going to go where it's going now unhindered by government intervention. It appears the direction is south. You can get mad or you can get real and sell.

Just look at it as an opportunity to buy at lower prices. Apple is going to be at $300, it's just a matter of how long. Stop being afraid to miss out on it when it runs up. That's why people get so mad at shorts, their fear of losing out on gains keeps them married to a stock.

Apple is not a good stock right now. It's just a fact.]]> Thu, 11 Sep 2008 13:26:49 -0400
The government has blown it's load. The market is going to go where it's going now unhindered by government intervention. It appears the direction is south. You can get mad or you can get real and sell.

Just look at it as an opportunity to buy at lower prices. Apple is going to be at $300, it's just a matter of how long. Stop being afraid to miss out on it when it runs up. That's why people get so mad at shorts, their fear of losing out on gains keeps them married to a stock.

Apple is not a good stock right now. It's just a fact.]]> http://seekingalpha.com/article/94800-can-apple-withstand-the-financial-sector-s-fall?source=feed#comment-250668 250668
Problem is that in the short term it looks like growth is slowing and margin guidance was low. If in fact we see Apple gets hit by the economic slowdown like everyone else AND their margins do shrink even a little, this stock could very well hit $130 again.

As far as charting goes right now. That's a recipe for disaster. Talk all you want about tops, resistance points, and moving averages you want, that isn't working right now.]]> Wed, 10 Sep 2008 13:24:37 -0400
Problem is that in the short term it looks like growth is slowing and margin guidance was low. If in fact we see Apple gets hit by the economic slowdown like everyone else AND their margins do shrink even a little, this stock could very well hit $130 again.

As far as charting goes right now. That's a recipe for disaster. Talk all you want about tops, resistance points, and moving averages you want, that isn't working right now.]]> http://seekingalpha.com/article/94632-six-reasons-why-apple-s-still-a-buy?source=feed#comment-249447 249447
But like Google, the stock is a victim of it's own success. When Apple hit $200 there was a question of where do we go from here. The sad fact is, Apple was, is, and will be suffering from multiple contraction. Will the stock hit $300? Definitely. But it will coincide with the P/E ratio being like 22 to 25 times earnings which still isn't that shabby.]]> Tue, 09 Sep 2008 12:11:33 -0400
But like Google, the stock is a victim of it's own success. When Apple hit $200 there was a question of where do we go from here. The sad fact is, Apple was, is, and will be suffering from multiple contraction. Will the stock hit $300? Definitely. But it will coincide with the P/E ratio being like 22 to 25 times earnings which still isn't that shabby.]]> http://seekingalpha.com/article/93491-the-wireless-application-marketplace-apple-google-microsoft-and-rimm?source=feed#comment-243810 243810 Tue, 02 Sep 2008 10:21:59 -0400 http://seekingalpha.com/article/93513-post-labor-day-strategy-for-apple-traders?source=feed#comment-243806 243806 Tue, 02 Sep 2008 10:19:01 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-241692 241692
This is speculation not fact.

"Market Cap Has Gotten Too Large"

Totally agree, but there is still a lot of growing to do... Stock will go up, but not as much.

But....you're forgetting one thing. The Living Room.

More than any other consumer electronics company, Apple is positioning itself to make mountains and mountains of money off of devices that connect to the tv. The very thing that you say is a weakness in the end will be Apple's strength, lack of diversification. Eventually one company is going to have a superdevice that allows you to watch and record live TV, download music, download movies, surf the Internet, a God knows what else easily. Apple is the only company that can do this and not lose money.]]> Fri, 29 Aug 2008 11:59:05 -0400
This is speculation not fact.

"Market Cap Has Gotten Too Large"

Totally agree, but there is still a lot of growing to do... Stock will go up, but not as much.

But....you're forgetting one thing. The Living Room.

More than any other consumer electronics company, Apple is positioning itself to make mountains and mountains of money off of devices that connect to the tv. The very thing that you say is a weakness in the end will be Apple's strength, lack of diversification. Eventually one company is going to have a superdevice that allows you to watch and record live TV, download music, download movies, surf the Internet, a God knows what else easily. Apple is the only company that can do this and not lose money.]]> http://seekingalpha.com/article/93034-has-jim-cramer-crossed-the-line-with-sirius-xm?source=feed#comment-241335 241335
My problem with satellite radio is that it seemed almost guaranteed to take over the airwaves. The FCC basically dragged their heels in order to give their buddies in the terrestrial radio business time to develop an alternative to the technology (HD radio).

If you're angry, get angry at the obvious corruption at the FCC not Cramer for pointing out the obvious chinks in SiriusXM's armor.

It could be worse, you could have Bloomberg reporting the CEO of your largest investment is dead. I lost at least $1,000 today because of that error in publishing.]]> Thu, 28 Aug 2008 23:48:12 -0400
My problem with satellite radio is that it seemed almost guaranteed to take over the airwaves. The FCC basically dragged their heels in order to give their buddies in the terrestrial radio business time to develop an alternative to the technology (HD radio).

If you're angry, get angry at the obvious corruption at the FCC not Cramer for pointing out the obvious chinks in SiriusXM's armor.

It could be worse, you could have Bloomberg reporting the CEO of your largest investment is dead. I lost at least $1,000 today because of that error in publishing.]]> http://seekingalpha.com/article/93090-steve-jobs-not-dead-yet?source=feed#comment-241327 241327 Thu, 28 Aug 2008 23:38:27 -0400 http://seekingalpha.com/article/93090-steve-jobs-not-dead-yet?source=feed#comment-241049 241049 Thu, 28 Aug 2008 14:45:37 -0400