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Humble Eagles

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  • 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
  • CBI Gives Investors False Hope [View article]
    Mitch, this is the link to the SEC copy of BRK's 13G/A for CBI which was filed for the end of last quarter. You can read through the various entities listed as CBI share owners, and you can add up the totals if you want. http://1.usa.gov/1BWVaJK
    Mar 6, 2015. 06:16 PM | Likes Like |Link to Comment
  • CBI Gives Investors False Hope [View article]
    Jack, the confusion is from the 13G they filed, which nobody seems to understand. If you add up the shares from all of the ownership statements from various BRK entities, you are over 40% of CBI. I'm not sure why they do that, but maybe a securities lawyer who lurks here could explain the advantages of quadruple listing of ownership to us. The 13F lists BRK's ownership at about 10%.
    Mar 5, 2015. 10:08 AM | 1 Like Like |Link to Comment
  • Independence Realty Trust Is Still Looking Like A Solid Investment [View article]
    CWM, I took the CEOs comment as, we will definitely be issuing more stock for growth. Is that what you (or anybody else) thought, and how do you see that impacting the stock price? I would think new lows are ahead, but that is just my experience with secondaries. The price tends to drop significantly.
    Mar 4, 2015. 01:17 PM | Likes Like |Link to Comment
  • CBI Gives Investors False Hope [View article]
    A few hundred million is their whole stake, but it is 10% of CBI, BTW.
    Mar 4, 2015. 08:50 AM | 3 Likes Like |Link to Comment
  • CBI Gives Investors False Hope [View article]
    >> The exposure of CBI to upstream E&P in the Oil and gas industry is minimal, said to be less than 5%. Oil rig business is only a fraction of upstream E&P, when peanut is multiplied by peanut, then "peanuts".<<

    What is funny to me is that big oil is selling for over 20X earnings. So, CBI which isn't in the oil drilling business at all (directly), gets punished over the drop in oil prices, but the big oil companies....not so much. Here is something to think about: Berkshire sold 3-4Bn in Exxon shares very quickly last qtr, but they kept all of their CBI! They could have easily sold a few hundred million worth if they wanted to do it.
    Mar 4, 2015. 08:26 AM | 5 Likes Like |Link to Comment
  • CBI Gives Investors False Hope [View article]
    A lot of people don't seem to understand that Southern has to keep this in the news because of the PSC and customers are fellow investors. The nuclear business should be very, very profitable over the long haul, but nuclear engineering isn't easy. CBI has roughly doubled its revenue and profits over the last three years, and nuke is a part of that. Vogtle will almost certainly get worked out, and it will cost everybody something, but it won't break anybody. $5.80 midpoint is *after* Vogtle--about 8 X that gets us to today's price.
    Mar 4, 2015. 08:21 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
2,150 Comments
5,711 Likes