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  • With Apple Over $100, Time To Sell? [View article]
    Exactly, scott.
    Aug 21 04:48 AM | Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    Bleecker, I wouldn't do that. As I said, mindguy challenged me and PBI, BBY, and OFC were the three recommendations in the article I happened to click on, unlucky--I wasn't saying your were incompetent. We've wasted enough time discussing your results. Thx for the article; I will certainly keep it in mind!
    Aug 20 05:34 PM | Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    Bleeker, are you not doing exactly what you accuse so many others of doing: not including information about your losses to deceive onlookers? Didn't you see that I clicked on your article entitled, "3 Stocks to Short Now" from early '13? Your three picks for shorting on 3/1/13 were BBY, PBI, and OFC, yet I can't find BBY or PBI on your list there. If JRJC only listed revenues and they didn't list expenses you would cry foul, no? Tell us how your call for shorting BBY, PBI, and OFC worked out?
    Aug 20 04:23 PM | 1 Like Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    mindguy, he may be a genius, but I'm not sure I buy his argument. Just for grins , I followed your advice and looked back a ways to get some perspective. On the first article I clicked(honestly), he recommended shorting BBY, PBI, and OFC on 3/1/13! I didn't click on a second article!! GLTA.
    Aug 20 03:55 PM | Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    Never wrong to take profits...but it does hurt to see the party from afar--especially when you sold your ticket.
    Aug 20 01:26 PM | 2 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Just in case people haven't read it, here is Eddy Cue's statement from a few months ago (when asked, Cook said he agreed with Cue!)

    >>"Later this year, we've got the best product pipeline that I've seen in my 25 years at Apple...I believe the products we've got coming are great."

    Later this year is rapidly becoming now!
    Aug 20 12:23 PM | 7 Likes Like |Link to Comment
  • Boulder Brands: An Enticing Long-Term Investment [View article]
    I bought a little bit of this one simply because I love their products...did a little homework!
    Aug 20 12:19 PM | Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    Well, actually it was neither! It was Eddy Cue. Cook was later asked about Cue's unusual statement, and he didn't make his usual comment--we are Apple and we never give you even a hint of the future. He said he agreed with Cue! So, two senior Apple execs said it or reiterated it. Here is the statement:

    >>"Later this year, we've got the best product pipeline that I've seen in my 25 years at Apple....I believe the products we've got coming are great."
    Aug 20 12:08 PM | 2 Likes Like |Link to Comment
  • China Finance Online: Shares Soar On Over-Hyped Deal, More Questions Than Answers [View article]
    300% growth is still pretty good. I was impressed that revenues for financial services and ads both grew> double digits! So, you have the fabulous growth on precious metals, along with very solid growth in the other revenue streams (a turn around). BTW, precious metals are a pretty hot commodity in China! Now, we have the move to become the AMTD of China. JRJC is interesting, and Bleeker has a big incentive to make money off of his puts, so I will keep reading!
    Aug 20 10:42 AM | 1 Like Like |Link to Comment
  • Margin Debt Peaks May Indicate End Of Cyclical Bull Market [View article]
    Praveen, I enjoyed your article and appreciate your work. My suggestions were for improving the discussion to prevent bad/costly reactions. Just scroll through the comments to see how quickly your windsock became a crystal ball. GLTA.
    Aug 20 08:53 AM | 3 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Another way of looking at Apple right now is through the lens focused on the cash and the buyback. They have reduced the share count roughly 10% since late '12 (split adjusted) and they will likely take that number to about 20% by the end of next year. I made the argument last year that the price *can't* stay low because Apple's shares will evaporate over the next 10-15 years, just based on cash flow and share reduction. Of course, that won't happen, and either profits will evaporate or the price of the stock will have to go up commensurately. Assuming no growth from '12-next year, the equivalent high will be about $120. The funny thing is that Apple is very cheap right now with current fundamentals compared to its peer group. If Apple was priced the same as the Nasdaq 100 today it would be about $135! But, who doesn't think Apple is one of the best (and should have a price premium) stocks in the Nasdaq 100? If not the best! And that is with the best product pipeline in the modern history of Apple Computer coming in the next few weeks/months!
    Aug 20 08:39 AM | 22 Likes Like |Link to Comment
  • Margin Debt Peaks May Indicate End Of Cyclical Bull Market [View article]
    I am just trying to get people to think hard before they buy into this argument, or hit the sell button. We may get a correction, and we may not, but I certainly wouldn't make a decision based on a few hundred Bn in margin debt with rates as low as they are! This argument has led to a lot of bad decisions in the past. Just Google it and see how many articles there are available. Here is a humorous start from 20 months ago: http://bit.ly/1n9t3KA
    We are getting about 10 correction/crash articles a week in the financial blogosphere (from some pretty smart folks, too). At some point down the road they will be right, but usually euphoria doesn't look like this imho. But, I would never try to predict the outcome. My advice would be to diversify, and avoid excessive timing guesses/gambling moves with your portfolio.
    Aug 20 08:20 AM | 4 Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    You never know...I am looking at the statement that has been made and repeated by Sr. VPs up to Cook--that this Fall's product lineup is the strongest in Apple's history (since the 80s)! Apple execs have never made such statements that I am aware of, so it is totally out of character for them. Let's think about that--better than any iPod, Mac, iPhone, or iPad announcement in the last 25 years? We will see, but I suspect they have some huge products and services rolling out over the next three months. We may just get the iPhone on the 9th, so this year is somewhat different in my view. We may not get a selloff after the event, but I probably won't bet on that! I wouldn't worry about 100. The all time high is actually closer to 111 when you adjust for splits, and if Apple simply had the same PE as the Nasdaq 100, it would be about $135 right now. It could run $20 in a few days on optimism alone. GLTA
    Aug 20 06:07 AM | 12 Likes Like |Link to Comment
  • Apple tops $100 following bullish Morgan Stanley note [View news story]
    But, we also had strong rumors that the iPhone was delayed this year, too. On the watch, some pretty reliable media outlets have corroborated Huberty's numbers. The Nikkei quoted supply chain partners that Apple's production rate would be (annualized) 36-60MM per year on the watch--that was a couple of months ago. I don't think Apple would be hiring expensive CEOs/execs from other companies if they didn't see a huge market here. Kuo is very good, but he has been prone to timing mistakes (although he could certainly be right this time).
    Aug 20 05:41 AM | Likes Like |Link to Comment
  • Margin Debt Peaks May Indicate End Of Cyclical Bull Market [View article]
    25-35% is always possible, but let's think about the numbers involved before we get carried away. From the nadir in '09 to the "peak" today there is only about a 300Bn difference! That isn't even Apple's increase during that time! It is a little over 1% of the total cap today, so pulling in 1% of the money is going to cause a 30% crash? Let's not forget that margin debt can also be invested in overseas markets, so the numbers and effects are actually much smaller than a percent or two. It sounds good, and it looks good on the charts, but I don't think you can argue for more than a proxy type influence.
    Aug 19 07:50 PM | 8 Likes Like |Link to Comment
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