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  • Apple Watch Won't Impact The Stock Right Away [View article]
    Ratty, really!? Stores are sexist if they recognize the differences between boys and girls? I'm just trying to keep up with the current views out there. I didn't know Macy's and Nordstroms are sexist because they have different sections for men's and women's clothes! This is getting funny!
    Mar 13, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Independence Realty Trust Is Still Looking Like A Solid Investment [View article]
    That does answer why FFO is dropping, but we all knew that. The problem is the secondaries and lower prices. When we were over $10 last year with those good numbers, mgmt elected to sell a whole bunch of new stock at lower prices. The dilution lowered FFO projections and the stock price was hit. In the CC transcript, the CEO said they intend to keep growing, which I took to mean more of the same. This will, again, create a situation where the new shares aren't supported by the new growth until later, and could bring lower prices. It seems to me that the stock price drops significantly on each new offering, and rising rates may force their hand to offer more stock at lower prices, sooner rather than later. OTOH, they could announce that IRT will become internally managed, thus removing what many feel is a conflict of interest, and we could start to see price appreciation with non-dilutive growth. I love apartments, but there is a lot of hot money chasing them right now.
    Mar 13, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Euro backs off 12-year lows [View news story]
    Not just vacation...most everything, from French wine to Spanish olive oil and German cars and stocks--Europe is having a 30% off sale and the party hasn't even started yet!!
    Mar 12, 2015. 09:05 AM | Likes Like |Link to Comment
  • How 'HBO Now' Impacts The Media Industry [View article]
    Streaming might end up being bigger than wearables for Apple. This is just a start. A buffet becomes enticing as the choices and quality go up. Right now, Apple's buffet is very limited, as is the ancient box they are selling to serve it. I expect this area to become huge over the next few years, so AAPL investors need to pay attention to exactly what was said imo.
    Mar 12, 2015. 07:59 AM | Likes Like |Link to Comment
  • Buried Treasure: This Company Is Poised To Lead 2015's Surprise Rebound In Heavy Construction [View article]
    Fine article and I agree. One other point worth making is that the analyst estimates are still discounting the updated guidance CBI just gave, so 8.5 X is actually a little high on the forward PE imo--CBI is even cheaper than that. I appreciate your association with construction on CBI, too. There are a lot of people--investor and media people--who seem to think their main business is upstream oil services!! As I've said several times, the oil companies, which are deeply involved in upstream(sorry), are selling for 20-30 times forward earnings, and are as expensive (or more) than the major indexes. CBI, which is broadly diversified in nuke, chemicals, power generation and services, environmental engineering, and energy goes down every time oil drops and was selling for 7.xx times forward midpoint guidance yesterday! That is about half price, compared to the indexes and major averages. CBI is the whipping boy for the prince--big oil. I think it will pay to own the whipping boy in this case, if you have a long term view.
    Mar 12, 2015. 07:41 AM | 3 Likes Like |Link to Comment
  • Why It Might Be Time To Take Some Apple Profits [View article]
    >>Wait for the lines at the apple stores on April 24. Then report back on the sentiment<<

    The hot rumor on the street today is that Home Depot is going to start selling Apple Watch in the garage door section of all their stores! I would get in prior to that news breaking!
    Mar 11, 2015. 12:59 PM | 1 Like Like |Link to Comment
  • Why It Might Be Time To Take Some Apple Profits [View article]
    Here is my take: we have finally found the first (and perhaps only) useful thing the Watch can do--produce a buyable correction in Apple. The Watch isn't even going to be reported separately, so I wouldn't worry about how many millions of people won't run out to get this revolutionary garage door opener next month. Apple is a buy because the phones are selling like hotcakes and it is deeply undervalued compared to the indexes. Selling it because it is 20% is a good idea because of diversification issues, not Apple issues. I wouldn't confuse the two.
    Mar 11, 2015. 12:44 PM | 4 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Well, tone, we are on opposite sides of product reviews. I thought the iPad was revolutionary along with the phone. Everything you mentioned can be done on the phone, too. Plus, a lot of these features sound cool, but they don't work in real life. I have an app from Marriott that sounds neat, but Marriott doesn't turn on the capability. You still have to go to the front desk. Apple is working hard trying to make it look like it does something unique, but opening your garage door from your watch isn't going to sell many watches. The fact that they are selling that function in the event tells you Apple realizes it doesn't do anything worthwhile, otherwise they would show it. No swimming, sleep monitoring, stand alone connectivity, and it will be obsolete in about twelve months or less.
    Mar 10, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Apple Watch Event: A Lot Of Good News For Investors [View article]
    I am wrong a lot, but this is the first new Apple product category I haven't wanted after the presentation. The phone and iPad were both much more desirable to me, but it's a big world out there with lots of customers. The problem is the expectation for useful life. If I buy a $600 watch, I would expect at least 12 years of good service. This watch will be obsolete in 12 months, but maybe sooner! The battery will probably be expensive to replace. It isn't water proof. Students will have to remove them for tests. Business people may not trust anything with a microphone on the other guy's wrist. It has to be charged every night, so no sleep monitoring. The list goes on and on. I think the new laptop will sell like hotcakes though.
    Mar 10, 2015. 01:55 PM | 5 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Yesterday, you are talking to the wrong guy! If you want a perfect picture of nerds, go to any Apple store and start snapping. It is the nerdiest company on the planet--bar none. You guys trying to convince yourselves that Apple's new watch does anything worthwhile (that your phone can't do) makes humorous reading. I acknowledge that it may sell, and it will certainly get a lot better in the future. This Apple customer won't be buying this version, although I might buy one in the future...but, my comments weren't investment related, other than to say I don't care for the watch. The phones and laptops are booming, and there are millions of real nerds who will have to have this watch, regardless of value or utility.
    Mar 10, 2015. 12:01 PM | Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    You guys weren't listening. The new trackpad will set a new standard, as will the keyboard. This tech costs too much for most Windows products, and Dell isn't close.
    Mar 10, 2015. 11:47 AM | 2 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Dana, a lot of folks weren't listening, but the new laptop is thinner and lighter than the 11" MBA, which already feels like an iPad it is so light! It has MBA battery life and performance, but it has a retina display. Very reasonably priced. This thing will sell by the truckload, and it shows where they are headed. If you look at it as the new iPad with a keyboard and a Core M, along with first class internals, you wouldn't be far off, I suspect.
    Mar 9, 2015. 05:50 PM | 3 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    For all the yawning going on over the Watch, the new laptop was out of the park. Looks like they redefined laptops for everybody...again!
    Mar 9, 2015. 05:06 PM | 10 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Casio data bank for me! 29.99, but I'm a deep value lover.
    Mar 9, 2015. 04:04 PM | 5 Likes Like |Link to Comment
  • Diving into restaurant stocks [View news story]
    GTIM may be the next great restaurant stock, depending on execution. They are a turnaround/revitalization story with stellar SSS and growth. GTIM has two good concepts they are developing. While still very small, there is a tremendous amount of potential growth.
    Mar 7, 2015. 11:34 PM | Likes Like |Link to Comment