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catbird

catbird
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  • Qualcomm: Not Cheap, Not Expensive, Just Leave It Alone [View article]
    Just checked long term charts. QCOM started quarterly dividends @$.025 in March 2003. Steady increases since then. Currently paying $.35, raised in June from $.25, not bad for us long term investors.
    QCOM is the leader in its field, innovative technology. Stick with a winner. Research developed patents with revenues from chips and royalties from smartphones and tablets.
    Oct 13 01:23 PM | 8 Likes 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 01:45 PM | 6 Likes Like |Link to Comment
  • Boeing's Stealth Taxpayer Subsidy [View article]
    JA's profile shows he is an occasional investor and a frequent daily long & short stock trader. Usually we see Disclosure at the end of a SA article as to the author's current or intended investment in the subject company. Not here though.

    Conclusion: If it looks, talks, and smells like a short, it must be a short.
    Jun 3 10:16 AM | 4 Likes Like |Link to Comment
  • Vodafone Is A Buy Considering Its 5.30% Yield [View article]
    No mention of India's recent pro- business election which should change the unreasonable burdensome position of regulators. VOD is a leading telecom in India's enormous marketplace. That's the future!
    Jun 3 09:26 PM | 3 Likes Like |Link to Comment
  • Verizon: The Short-Term Impact Of The Verizon Wireless Acquisition [View article]
    VZ must regard the future of VZW very highly in deciding to open its purse to close the deal & have 100% of wireless. Many VOD holders would have similar sentiments. Mulling strategy my plan is to hold both. Full control of VZW enables VZ to focus innovation and compete effectively here in the USA.

    As for VOD, they didn't waste time in putting $$$ to work in acquisitions and expansion.

    Both should be winners. Stick with them and enjoy the ride up!
    Jan 14 02:24 PM | 3 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 12:52 PM | 2 Likes 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 12:48 PM | 2 Likes Like |Link to Comment
  • Cummins +2.6% as Argus lifts stock price target to $170 [View news story]
    Recent years CMI stockholders have been blessed with dividend increases every September. Let's hope for a repeat. Sweet!
    Jul 4 10:24 AM | 1 Like Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Apple's business plan, Innovation to create products that change the world, continues to amaze. Apple more than any other company is a symbol of success.

    New products aren't released until kink-free. R & D get first priority. Fortunately management skills breed cash flow available for dividends, even for increases, and set a floor for value investors based on yield.

    Market timing well executing buybacks when stock pricing is pressured decreases the stock float and offsets attacks by short sellers scaring weak investors.

    If you believe in investing in sector leaders, Apple should be at the top of your list.
    Apr 18 07:53 PM | 1 Like Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    Read Isaacson's bio of SJ. Innovation, quality, pride. A new product doesn't go into production until kinks are resolved. That's the reason AAPL has been so successful. Why do critics pound the table, complaining they aren't innovating, not having introduced a new product since October. Or that a new product isn't really new, just an improvement of an earlier product.

    Half empty or half full? Or should we just say your full of it?
    Apr 24 07:47 PM | 1 Like 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 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 08:18 PM | 1 Like 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 05:05 PM | 1 Like Like |Link to Comment
  • What If Stocks Decline? [View article]
    Then again, it looks like rain tomorrow, a bad hair day.
    Aug 19 02:47 PM | 1 Like Like |Link to Comment
  • Market Consensus For Gilead's Q2 Revenue At $5.3B Is $0.5B Light [View article]
    Michael, "warehousing of patients" seems to mean patients with HCV were in a serious condition to be admitted to a hospital, and after diagnosis confirmed treatment was delayed. Isn't the hospital often waiting for health insurance companies to approve payment as the main reason for delaying commencement with a so-called expensive drug like Sovaldi?

    So are hospitals ordering Sovaldi on a tentative basis to hold up delivery until payment is authorized, meanwhile stacking patients in hospital beds waiting for approvals? That seems like an expensive and wasteful way for insurers to pay for healthcare.
    Jun 16 08:34 PM | Likes Like |Link to Comment
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