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jrez

jrez
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  • Facebook: Turning On Cruise Control [View article]
    I don't think Facebook is on cruise control at all. I think they're aggressively developing and expanding almost all aspects of their business, as evidenced by the increased spending reported last quarter:

    "Spending on data centers and long-term projects such as virtual reality and expanding internet access cut down profits. Facebook reported that expenses grew 83% to $2.61 billion. Capital expenditures were $502 million for the first quarter."

    http://onforb.es/1HDsGGJ

    It's clear that Facebook is in it for the long haul, and that Zuck's foot is placed firmly and squarely on the accelerator.
    Apr 25, 2015. 12:31 PM | 5 Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    Could this article have been more wrong? It's almost worse than Michael Blair's biased hit pieces, if that's possible. Sorry for your loss! lol
    Mar 1, 2015. 01:28 PM | 3 Likes Like |Link to Comment
  • Buy Indian Markets For Coming Rally [View article]
    INDL
    Feb 16, 2015. 10:09 AM | Likes Like |Link to Comment
  • Update: Visa - The Growth Story Continues [View article]
    This stock has been a winner since the day I owned it. Do yourself a favor and get on the train now, when it's consolidating after the split. It won't be this low much longer!
    Jan 31, 2015. 09:42 AM | Likes Like |Link to Comment
  • Do You Believe Me Now? [View article]
    "And where are all those "shovel ready jobs" that won an election?"

    The republicans blocked them at every chance they had.
    Jan 29, 2015. 12:51 PM | 3 Likes Like |Link to Comment
  • Market At Its First Major Inflection Point Of 2015 - Part I [View article]
    Excellent analysis, represents my thoughts exactly. I would add one more to the list: the struggling financial industry, and more specifically, the poor outlook for the banks considering the unlikelihood that the Fed will raise rates this year.

    The recent CPI number of -0.4% is a move in the opposite direction from the Fed's 2% inflation target, and without increased rates to help the banks, it's hard to see how they will flourish this year. In an environment like the one that's been created by the bursting of the energy bubble -- with possibly a burst of the housing market on tap next -- the market needs the financial industry to step up and take leadership, and that's seeming less and less likely to happen. That leaves a market resting on not much else but overextended health care and tech sectors? In the face of global deflation, popped energy bubble and a largely still-struggling consumer, it's hard to see what's going to sustain markets in 2015.
    Jan 19, 2015. 08:44 AM | 8 Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    Isn't this guy broke yet? How many people has he hurt with his misguided crusade against Apple?
    Nov 18, 2014. 11:47 AM | 10 Likes Like |Link to Comment
  • Samsung Is Sinking, While Apple Garners Robust Demand In China [View article]
    Hope you took that long position. Tim Cook and Carl Icahn just crushed all shorts. ;-)
    Oct 9, 2014. 09:29 AM | Likes Like |Link to Comment
  • Did GT Advanced Technologies Mislead Investors? [View article]
    Join the Facebook group. Lawyers have already said they're interested in helping and are gathering info on the case: http://on.fb.me/1rWF5eQ
    Oct 8, 2014. 09:21 AM | 1 Like Like |Link to Comment
  • Did GT Advanced Technologies Mislead Investors? [View article]
    You have a strange definition of "personal responsibility." When someone misleads you -- as GTAT management appears to have misled investors -- the one who has misled you is at fault, not you. In that case, you just did the best you could with the information which was available.

    CEOs of public companies are responsible to their shareholders, and are obligated to tell them the truth. To write off their statements as "hoopla and hype," if that is what you're doing when you refer to the statements they made represented by bloggers here, that is really disingenuous at best. At worst, it shows an utter lack of understanding of the responsibility management has to the shareholders, and egregiously shifts the blame onto the victims.
    Oct 8, 2014. 08:37 AM | 2 Likes Like |Link to Comment
  • Apple's Best Interests Re: GT Advanced Technologies [View article]
    I think this solution makes too much sense for Apple. They're not exactly known for doing the smartest thing without some arm twisting (a la Carl Icahn), or the reality of overwhelming customer demand (e.g., larger screens).
    Oct 7, 2014. 09:06 AM | 4 Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    Does that mean I have to give the money back?
    Aug 26, 2014. 10:26 AM | 1 Like Like |Link to Comment
  • Why I Bought Amazon.com After It Dropped 10% [View article]
    I hold $AMZN, but I plan to dump at the first bounce. This time could be different, as they are projecting half to 3/4 of a BILLION dollar loss next Q. What??? Bezos has p*ssed off a lot of invenstors. So this could have been a bad time to buy, imho. Barring any small bounces, you might have caught a falling knife. In any case, it's going to be a while before AMZN regains enough investor confidence to start rising meaningfully again. Bezos needs to get over his "conquer the world" fixation and start showing some profit - any profit!
    Jul 27, 2014. 03:05 PM | 3 Likes Like |Link to Comment
  • Quantifying iPhone 6's Potential Cannibalization Of iPad, It Is Not Pretty [View article]
    Why do you think Apple is teaming up with IBM? To get iPad into the enterprise, perhaps?

    Article is useless.
    Jul 23, 2014. 03:42 PM | 2 Likes Like |Link to Comment
  • Apple files all glass patent [View news story]
    Sapphire. ;-)
    Jul 9, 2014. 11:10 AM | Likes Like |Link to Comment
COMMENTS STATS
310 Comments
606 Likes