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  • What We Can Learn From Margin Levels In The Stock Market [View article]
    Exactly Bro! Plus, ZIRP undoubtedly amplifies margin debt. Plus, you can use margin debt to purchase some foreign securities, so the percentage is smaller. The total increase in margin loans from the lows of '09 aren't even equal to the amount one stock has gone up in that time--Apple. That shows how tiny and insignificant margin debt is right now. Interest rates and many other factors are much, much bigger imho. Just look at mutual fund flows and they are likely bigger than a whole year of margin calls. We aren't in the 20's anymore, but some folks seem to think we are...
    Aug 23 10:47 AM | 2 Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    Good one Braeburn!
    Tales, nice summation. I would add that I have seen more than a couple of mentions about Apple having trouble with the kinks on the watch, and that it could be delayed till next year. Several of the more reliable rumor mongers/analysts have echoed it. We'll see. This AM I see where Bloomberg ran an exclusive on a major redesign problem on the phones--that Apple had one light bar and they had to up it to two this summer. Might be bad news for battery life! The problem with Apple is the slightest change to expectations can take the icing off your cupcake in the blink of an eye! GLTA.
    Aug 22 06:37 AM | Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    TechE, funny IBD had an article on it today. Sounds like the institutions started coming back in Q2.
    http://bit.ly/1nghJfL
    Aug 21 06:46 PM | Likes Like |Link to Comment
  • Why Apple's Partnership With IBM Could Save The iPad [View article]
    David, they are cheap and the only question is good device mgmt. Most F500s are using third parties--IBM solves the issues. IBM sells the software and Apple sells the iPads. It is already working, but IBM makes it better.
    Aug 21 03:24 PM | 6 Likes Like |Link to Comment
  • Why Apple's Partnership With IBM Could Save The iPad [View article]
    peter, simply not true. The USAF uses them in their cockpits and they are one of the most secure organizations out there. Airlines to Fortune 500 companies--people stake their lives on the reliability and security of the iPad right now.
    Aug 21 03:01 PM | 12 Likes Like |Link to Comment
  • Why Apple's Partnership With IBM Could Save The iPad [View article]
    The point lost on a lot of folks: if Apple cannibalizes minis with big phones then margins actually go up. What does Apple care if you are looking at a $700 iPhone or a $400 mini. I carry the iPad Air on trips, so nothing will change with a lot of customers. I would say the extra Android customers brought in by the big screen will likely offset any cannibalization. But....IBM will definitely spike enterprise volume.
    Aug 21 02:41 PM | 12 Likes Like |Link to Comment
  • Margin Debt Peaks May Indicate End Of Cyclical Bull Market [View article]
    lab, the question is 1937 or 1947? We had a huge debt and low interest rates for a long time...
    Aug 21 02:35 PM | Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    My point earlier was that Nikkei quoted Apple second or third hand as being so confident, they think they can sell 3-5MM per month. Assuming the news report was accurate, they think they have a blockbuster. It starts to make sense when you read that both Cue and Cook have stated that this year's pipeline is the strongest in their whole Apple careers! That is a big statement, but no doubt they have been using the watch/whatever. Ironically, the three statements were all made at fairly close to the same time--Nikkei's, Cue's and Cook's. My first thought was, right! But, they think the next few weeks are bigger than any iPhone, iPad, or iPod rollout of the past. We will see if they are blowing smoke...GLTA
    Aug 21 02:23 PM | 1 Like Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    What is funny to me is the thought that this won't affect Apple. If Mark is right and it adds 12-18Bn in high margin revenue it will be big. It is all accretive. And, it really doesn't matter if it starts selling in Sept or Dec--the key is that it is selling.
    Aug 21 02:11 PM | 4 Likes Like |Link to Comment
  • China Finance Online - Still Cheap And Likely To Pre-Announce A Record Q2 In The Coming Days [View article]
    Well, YHOO says the float is 9+MM and it has traded over 20MM already. Maybe the shorts are creating shares?? Somebody can't seem to buy them fast enough!
    Aug 21 01:50 PM | Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    The comments about retail investors leave out the key buyer moving forward--institutions. It is under-owned (oddly) by institutions. I suspect they were burned by the volatility so badly that they are afraid to buy Apple, despite the fact that Apple is *the* screaming bargain in the Nasdaq. I think many of them might wait to see what Apple rolls out. So, this time might be a little different, like the odd reaction after earnings; really, since April Apple has behaved very differently.
    Aug 21 01:39 PM | 2 Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    I agree with you! They will have to either solve that problem, or they will have to make you want to wear that watch/band despite the limitations! If they don't, it will fail. I think they know that, though.
    Aug 21 01:35 PM | 2 Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    Never wrong to take profits! Worst case, you will watch it climb without you in the rocketship; best case you can buy back lower.
    Aug 21 01:17 PM | 2 Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    Stephen, I would be careful. A couple of iPhone quotes for fun:
    This is what the editor of CNET said,
    >>"Sales for the phone will skyrocket initially. However, things will calm down, and the Apple phone will take its place on the shelves with the random video cameras, cellphones, wireless routers and other would-be hits.<<

    Here is another from one of my favorite financial columnists (he missed on this one)

    >>"Apple will sell a few to its fans, but the iPhone won't make a long-term mark on the industry."<<

    The quotes go on and on like that...I would bet it will be a huge hit.
    Aug 21 01:07 PM | 4 Likes Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    TS, on the contrary. Apple is a cheap value play for investors who don't want to pay 22X earnings on QQQ.
    Aug 21 01:00 PM | 14 Likes Like |Link to Comment
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