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catbird

catbird
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  • Buy Qualcomm - It's The Intel Of Mobile [View article]
    Bumped the dividend to $1.40 annually? Checked the March 27th dividend just received. It was the usual 25 cents quarterly. Can you please refer details about a bump.

    Btw, I'm a long term holder with a cost of 22. Forced to buy when puts sold went below the 25 strike price.
    Apr 7, 2013. 08:23 PM | Likes Like |Link to Comment
  • "Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%. [View news story]
    The purpose of the last repatriation amnesty was to enable corporations to create new jobs here. Well, it didn't happen. Instead corporations used those funds for stock buybacks and to fatten executive salaries and parachutes.

    If repatriation tax consequences were to be offset by a corporate deduction to the extent of increased dividends distributed, the stockholders would benefit by the increased dividends, IRS benefits by increased tax revenues from the stockholders, so it could be a win-win situation all around.

    If only our legislators could come up with creative thinking like that!
    Mar 24, 2013. 12:49 PM | Likes Like |Link to Comment
  • Teva (TEVA +0.25%) and Active Biotech (ATVBF.PK) say that early treatment of Multiple Sclerosis with their Laquinimod drug significantly cuts the risk of disability progression in patients, a Phase III trial shows. Additional data from an animal preclinical study demonstrates that laquinimod can restore myelination in the brain and spinal cord. (PR[View news story]
    Recent news to add to Pharma pipeline have lifted TEVA to 40 level. Helping others in distress to have a better quality of life. That's so important. Once recognized, we stockholders should benefit too.
    Mar 21, 2013. 04:24 PM | Likes Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    I agree. Fundamentals really hadn't changed. What changed was that bears picked over apparent weaknesses and took control, shaking out weak holders. Reexamination of then lower market pricing and new opportunity happily pointed to pulling the trigger on new trades.
    Feb 12, 2013. 06:51 AM | 1 Like Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    I'm a new Apple owner, a forced one, when AAPL slid below the put strike price, 530, and more below break-even point,490, adjusting for the 40 point initiating premium. Sure, I thought of covering on the way down from the shock effect of panic sellers. Luck plays a part in this. Talk about no-brainers, Mike S., I wasn't brain dead.

    I believe the AAPL story, so I sold leap puts at 420,410,400, but the sweetest one was March 450. Enjoying the rebound. Ca-ching!
    Feb 11, 2013. 08:18 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    Shorts are such whiners.

    Hey Shorts, if you think you can do it better, start your own company in your garage like Steve Jobs did.
    Feb 5, 2013. 01:45 PM | 6 Likes Like |Link to Comment
  • MIA: Apple Investors [View article]
    What garbage. Today's bounce should continue after weak holders exited AAPL with over 10% of the float traded by the end of last week.

    Yes, we mourn Steve Jobs. He recognized and encouraged innovative talent. AAPL and its $137B will eat your shorts. (Sorry about the pun).

    Funny isn't it that SA authors who don't have the skills to get an IT innovative job at AAPL are criticizing the company's performance. Suffering breakdowns by vendors due to natural disasters, AAPL made up the production shortfall by obtaining other source vendors. Then this was a 13 week quarter, and was mismatched against the 14 week quarter in the prior year. No mentions by the author. Enough said.
    Jan 29, 2013. 12:45 AM | Likes Like |Link to Comment
  • Plans for a covered-call Gold ETN are unveiled by Credit Suisse just days after the bank sold its European ETF business to iShares. The fund will hold GLD and try to boost returns - and provide downside protection - by selling "out of the money" calls against it. The launch could come as soon as this month. [View news story]
    I've been selling out of the money GLD covered calls as market prices rise, and selling deep out of the money puts as prices fall. Happily, so far so good.
    Jan 17, 2013. 12:52 PM | 2 Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    We lament Steve Jobs personal tragedy. By his mentoring, striving for perfection at Apple, he lives on. His ideas gave birth to devices that existed for decades in Dick Tracy cartoon strips. He turned fiction into reality. We live in global markets and everyone looks to Apple to be the leader in introducing new products.
    Jan 13, 2013. 05:05 PM | 1 Like Like |Link to Comment
  • Roughly 70% of those surveyed by Institutional Investor expect higher stocks in the wake of a Romney victory, with half of those predicting a substantial rally. With an Obama victory, about three quarters expect anything from no move to a big sell-off. SPY +66% since 1/20/2009. [View news story]
    If you have been one of the "closed door Romney donors", you'll do very well should Romney win.

    Investors in the stock market are up in the Obama years, just as they were under Clinton. Nate Silver's 538 website today projects 299 electoral votes for Obama. O is winning Ohio. Besides, he gets high marks in a crisis like Sandy. He performs presidentially. NJ Governor Christie will attest to that.
    Oct 31, 2012. 12:48 PM | 2 Likes Like |Link to Comment
  • What If Stocks Decline? [View article]
    Then again, it looks like rain tomorrow, a bad hair day.
    Aug 19, 2012. 02:47 PM | 1 Like Like |Link to Comment
  • The World's 10 Most Influential and Innovative Companies [View article]
    Kudos for MONSANTO. Its research developing new hybrid seeds continues to save the world from food shortages and famines. Many successes. Seeds resistant from drought conditions. How important this is with less fresh water and adverse climate changes. Disease resistant. Increased yield. The list goes on.
    Dec 26, 2008. 10:56 AM | Likes Like |Link to Comment
  • Ten Reasons to Hate Mortgage Modifications [View article]
    Okay...Now let's see the other side...How about doing a "Top Ten" David Letterman list "Why We Love Mortgage Modifications" ending with #1 "To Correct Predatory Loan Clauses".
    Nov 25, 2008. 01:53 PM | Likes Like |Link to Comment
  • Dow Price Targets from Last November [View article]
    Pretty sobering!
    Aug 25, 2008. 12:03 PM | Likes Like |Link to Comment
  • Does Icahn's Involvement Affect Share Price in the Long Run? [View article]
    The key to biotechs like Biogen is to develope and have a pipeline for new blockbuster drugs. When Biogen had to take Tysabri off the market after three deaths, management sensitively steered the right course and convinced regulators to let it be reintroduced with strict warnings and monitoring. With the support of users who had been benefiting from "T" and suffered because of its withdrawal, Biogen has regained most of the drop in stock price in recent days. Icahn has been a blessing in drawing attention to the stock, and a curse by interfering with mngmt by pushing them to put the company up for sale much as he unsuccessfully did with Yahoo. Biotech companies exist and thrive because of their trade secrets, patents, and research genius ideas.

    The company obliged Icahn in inviting bids, but no pharmaceutical or biotech stepped up to pay the premium for a buyout.

    Now the higher earnings and prospects just announced are rewarded by a nice bump up.

    If Icahn's involved in BIIB had a big part in the stock move since he first announced, I'll say, "Thanks, Carl" even though I'm not on a first name basis with him.
    Jul 27, 2008. 11:04 AM | Likes Like |Link to Comment
COMMENTS STATS
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