Seeking Alpha


Send Message
View as an RSS Feed
View 2puttwo's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: Debating U.S. iPhone Upgrade Challenges [View article]
    No need to worry about the growth of the enterprise, that's Apple's number one focus. I can tell you that it's going to get harder and harder for Apple as the years go by. The logistics will just keep growing and so it will get harder with time. This is why the September lines will be longer this year than they were last year in front of all the Apple Stores and there's nothing the Bears can do about it. This will be a fact for many years to come. Those Bears will just have to blame the Enterprise.

    Samsung just put the 6S on sale for 5 bucks a month with Verizon. With a two year contract, that's a whopping 120 bucks. I guess that's what they (Samsung) think they are worth!!!

    About that new building Foxconn is building, it's going to be for Apple and it's going to be over 2 Billion. It's going to be a very large facility for that amount. Stand Long and Go Apple.
    May 22, 2015. 12:58 AM | 2 Likes Like |Link to Comment
  • L.A. minimum wage hike to impact restaurant chains [View news story]
    Title has nothing to do with Habit. Fire the fool who wrote it,
    May 20, 2015. 11:22 PM | Likes Like |Link to Comment
  • WSJ: Apple shelved plans to launch a TV set [View news story]
    I guess The Wall Street Journal would consider that entering into a new market with two new products isn't big news but........
    From what I've heard the new set-top box and remote will become very,very,very popular. I can't wait to see what the new remote do, but I know that you will be able to locate it within an inch using your iPhone. GLTA and Go Apple.
    May 19, 2015. 01:21 AM | 6 Likes Like |Link to Comment
  • Apple: Continuing iPhone Strength Demolishes Bear Case [View article]
    As most of you know I've been a long-term fan of Apple. I have stated many times on this site that,"I feel Apple is still only just getting started." I still feel that way. The market has got Apple wrong, about as wrong as you can get. I really don't know where the analysts have been lately, but I know most of these analysts have never got Apple right once. I just got off the phone with China Mobile and I would like to share some of the facts about China and the future of Apple in China. China Mobile has over 850 million subscribers, 378 million of those subscribers are 3G and 4G customers. Last month China Mobile grew their base by 5 million customers. To give you a perspective, Tim Cook met with China Telecom last week, China's smallest telecom. China Telecom has over 195 million landline's subscribers, 62 million mobile subscribers and 61 million Broadband customers. Verizon on the other hand has 109 million retail customers. If one does the math, the China Telecom market is over three times the size of the American market and growing four times as fast. This bodes very well for Apple. China still does not have their 4G network expanded to all of its markets. Since the iPhones, that Apple sells, work best on the 3G and 4G networks, this would be another tailwind for Apple. China Mobile is very bullish on Apple. If the numbers work out, this will be the last year that the USA is Apple's largest market? China should double it by 2025. Foxconn was not randomly picked by Apple, to manufacture their phones and pads. They (Apple) knew that in order to be successful in China's market, Apple would have to manufacture their phones in China, step number one. This has been a goal of Apple's for over 10 years. I hate to repeat myself, but hopefully you can see now that: "Apple is just getting started". Stand long and Go Apple.
    May 15, 2015. 01:18 PM | 10 Likes Like |Link to Comment
  • Dividend Growth Stock Overview: MDU Resources Group, Inc. [View article]
    I am a long term investor and holder of MDU. Really don't have an answer for Larmer. Reminds me of Apple a couple years ago. Actually, I liked it (MDU) better a couple years ago.
    May 15, 2015. 12:21 AM | Likes Like |Link to Comment
  • First greenfield fuels refinery built in U.S. in 40 years begins producing diesel [View news story]
    To bayousaint- simple answer to, who ran the project? MDU did!
    May 4, 2015. 10:43 PM | Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    J.M. Thanks for the article. I'm still a little disappointed with the lack of movement in the market concerning Apples great quarter and CC. Thought his (Cooks) tidbit about the state of disruption in the television/media/mobile markets is becoming interesting. It was like Apple has it figured out, finally. This could be a very interesting WWDC in June. Rumor coming from Foxconn- new building for Apple has started construction. I haven't vetted this so take it for what it's worth. Stand Long and Go Apple!!!
    May 1, 2015. 05:09 PM | 3 Likes Like |Link to Comment
  • Double-digit comp for Habit Restaurants in Q1 [View news story]
    WTG Habit. Now if you would just light a match under your franchisees, that would be great
    Apr 30, 2015. 06:16 PM | Likes Like |Link to Comment
  • The Habit Restaurants: One Of The Few IPO Stocks Not Overpriced [View article]
    Forgot about Diamondback, Snow White had to remind me.
    Apr 30, 2015. 12:03 PM | Likes Like |Link to Comment
  • The Habit Restaurants: One Of The Few IPO Stocks Not Overpriced [View article]
    Thanks for the concern, Whatsup. Before I (we) invest in any company we do our due diligence to see if it fits with our intellect. It turns out, Habit is a perfect match. We are both retired, have been for over fifteen years, and are very comfortable due to making solid investments with our finances. Habit has been our only purchase since we retired, so we don't make rash decisions. We retired in our late 40's. Habit won't make us or break us. We just both feel they are going everything right so far. GLTA this afternoon. Go Habit!!!
    Apr 30, 2015. 11:59 AM | 3 Likes Like |Link to Comment
  • The Habit Restaurants: One Of The Few IPO Stocks Not Overpriced [View article]
    I'm still accumulating. Don't care what the Bears do or say. They are entitled to their opinions, good or bad. I hope I live long enough to see Habits 4000th location in the good old USA. That's only 80 per state. I know Alaska, Hawaii, Montana, North Dakota, South Dakota, Idaho Oregon, Nevada, Utah and New Mexico, won't be in the 80 unit range, but believe me, Habit will make it to 4000. That's over a 5 billion dollar gross. Long Habit, and very happy I am. GLTA!!!
    Apr 29, 2015. 10:44 PM | 1 Like Like |Link to Comment
  • The Drawbacks Of Apple's Cash Hoard Are Starting To Show [View article]
    Bad post, sorry
    Apr 29, 2015. 08:43 PM | 1 Like Like |Link to Comment
  • The Drawbacks Of Apple's Cash Hoard Are Starting To Show [View article]
    Good question. I think they will beat on both the top and bottom lines. .06 on the bottom, 37,000,000 on the top
    Apr 29, 2015. 08:24 PM | Likes Like |Link to Comment
  • Apple: The Bull Comes Back [View article]
    Bravo,Bravo,Bravo !!!!!!!, J.M.
    Apr 27, 2015. 10:58 AM | Likes Like |Link to Comment
  • Apple: Bear Case From A Bull [View article]
    J M, like your work a lot. I look at Apple just a little it different than you do. A good example is when you stated that the Apple watch was design to move Apple forward. This really isn't the true focus at the loop, as far as I know. They (Apple) would say it a little different. We design the Apple watch the way we did, so our customers experience with the Watch and their Phone will move them (our Customers), forward.
    Again, a couple of us noticed that you used Friday instead Monday for earnings. You might want to change that. Stand Long and Go Apple!
    Apr 25, 2015. 09:09 PM | 3 Likes Like |Link to Comment