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  • Media Attention Moving From P-Word To C-Word For Multi-Level Marketing Stocks [View article]
    The C-word should be "con" not "cult".
    At least with "cult", people believed in something (God, ideology, iPhone).
    With Herblife, it's commodity vitamin products and a pipe-dream.
    Jan 5, 2015. 01:22 PM | 3 Likes Like |Link to Comment
  • Stocks set for higher open [View news story]
    During the last two weeks of the year, light volume, year-end-window-dressing and tax-related trades will result in some stocks to sell off while others to gain along with the general market. So... If your stock isn't trading on-par with the general market by next week, then it is a tell-tale sign it will underperform near-term (January-March).
    Dec 27, 2014. 12:12 AM | Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    Never underestimate your competitor just because for the moment, you are winning.

    On a separate note... I just passed by Korea and noticed something you don't see everyday here in USA: 90% of their cars on highway are Hyundai (and a few Kia) and everywhere you go, you see giant Samsung signs. At the airport... you guessed it, almost all locals have Samsung smart phones and only a few "foreigners" carry iPhone or other brands. Talk about patriotism!!!

    I am now on vacation in Indonesia and walking among the locals. I see lots of Blackberry carried by the everyday general population (almost reminds me of Blackberry's hay day many moons ago). There are some Androids and the relatively wealthy folks carry iPhones 6+. So BB still has strong hold here but people aspire to Apple product if they can afford it.
    Dec 15, 2014. 06:21 AM | Likes Like |Link to Comment
  • Judge's Comments Put GT Advanced Technologies' Settlement With Apple In Doubt [View article]
    "no breach of contract by Apple".

    Yes, but there is a violation of "agency rule". They are suppose to be customers or even creditors, BUT not employer, not management and not shareholder. Yet, (according to the Squiller document) Apple basically overtook and turn this manufacturer into their R&D facility and took control of most aspects of production and even some management. So if they act like an "proxy management" then they are liable like a management.

    If any law suit is to be filed, it will be over the issue of "agency" liability. This is "lawyering 101" : )
    Nov 19, 2014. 04:50 PM | 1 Like Like |Link to Comment
  • Will iPad Sales Recover This Quarter? [View article]
    IDC and Gartner are IT consultants. They advice CIO/CEO and IT managers on IT strategy when it comes to furthering the corporate IT management. My IT organization used Gartner for years and I attended Gartner conference and was amazed at their many insights.

    But then, investment community use (or misuse) IDC & Gartner's published statistic for purposes other than the original intent, and try to scrutinize the accuracy of the shipment data (rather than the real message, which is how CIO should plan their IT strategy accordingly). So, it is no surprise that investors are so down on the IDC data.
    Nov 18, 2014. 06:00 PM | 1 Like Like |Link to Comment
  • Reuters: Apple stepping up efforts to win over enterprises [View news story]
    AirWatch can manage multiple device platforms too. BES12 is late to the party.
    Nov 11, 2014. 12:31 PM | 1 Like Like |Link to Comment
  • There Is No Chance Apple Pay Will Disrupt The Payments Ecosystem [View article]
    I agree with Value Expert. Apple Pay complements V/MA/AXP by providing finger print authentication & un-hackable transaction, and collect a small fee from them for the added security.

    The conflict between Apple Pay and the proposed CurrenC is a proxy fight between credit card issuers and the debit card issuer, where the CurrenC consortium is tired of paying 2-3% for credit card transaction fee and wants the consumer to switch to the debit card alternative which is cheaper for the consortium members.
    Nov 10, 2014. 03:59 PM | 2 Likes Like |Link to Comment
  • Not Quite Dividend Arbitrage But Still The Same Gain On $AAPL [View instapost]
    just did trade #3 but instead of 109, I opted for 110 strike, for $0.44. This will give me a $1 upside if Apple close at or above 110 by this week, but at the same time, the debit bear spread has been more than paid for via the 0.33 and 0.44, and more importantly, I get to collect the dividend, "almost" risk-free.

    Now, just waiting for the week to end to close my position.
    Nov 10, 2014. 12:55 PM | Likes Like |Link to Comment
  • BlackBerry's Stronghold: Indonesia [View article]
    I heard that it cost more to talk on a cell phone in Indonesia than it is to text, similar to the Philippines. This may explain the favorable sales in Indonesia where BB keyboard makes it easier to type. I plan to vacation in Indonesia in December so I will get a glimpse of the phone situation there. But elsewhere within Asia, I am also well aware of the iPhone6 mania where people camped outside Apple stores, black market for places not getting iPhones right away, and the status symbol it represents. This makes it hard for BBRY to establish itself anywhere, even including Indonesia.
    Nov 9, 2014. 10:29 PM | 1 Like Like |Link to Comment
  • Not Quite Dividend Arbitrage But Still The Same Gain On $AAPL [View instapost]
    Luckily for me, not only Apple pinned at 109, but I also got assigned 700 shared over the weekend which rarely happens on ATM options. I am now looking at either 109 or 110 covered call for Monday using 11/14/2014 experiration and will collect the dividend.
    Nov 9, 2014. 10:00 PM | Likes Like |Link to Comment
  • Not Quite Dividend Arbitrage But Still The Same Gain On $AAPL [View instapost]
    Stock moved up since I last wrote this blog, so I'm shifting everything up by $1. (instead of looking to box it in at 108, I'm using 109).
    Trade #1: sell 7 to open 11/7/2014 109 Put at 0.33.
    Trade #2: buy a bearish put spread 11/14/2014 109/107 at 0.69.

    If Apple pins at 109 (which is most likely to happen given its tendency to pin every Friday) then I collected $0.33 on put premium, and can safely close the put spread on Monday because the ex-dividend will automatically drop the stock price a little. In this case, I'll forgo trying to capture the dividend yet I'll already be profitable on this trade.

    If Apple closes above 109 then my breakeven is around 109.33, but will lose after that due to the bearish spread.

    If Apple close below 109 (which is what I wanted it to do), then I'll gladly get "put" the stocks over the weekend, and first thing Monday morning, I'll do my trade #3: sell covered call 11/14/2014 109 to offset premium paid on the put spread. I'll then be paid the dividend and automatically sell it at 109 via option exercise, and it doesn't matter what Apple close at on 11/14 because I'm "short-around-the-box" at 109.
    Nov 7, 2014. 12:10 PM | Likes Like |Link to Comment
  • Apple: An Important Capital Return Update [View article]
    It is only a matter of time (if not this year, then in the next few years) before legislations are passed to allow for preferential tax treatment of repatriated foreign cash by US companies.

    My bet is to buy and hold Apple bonds (the ones trading below par value) and wait until the time when Apple redeems them at par prior to maturity. I get a good and safe interest payment to wait in the meanwhile.
    Nov 3, 2014. 12:30 PM | Likes Like |Link to Comment
  • Apple: Breaking The Law (Of Large Numbers) And Getting Away With It [View article]
    I think the article is excellent otherwise.
    Nov 3, 2014. 12:20 PM | 2 Likes Like |Link to Comment
  • Apple: Breaking The Law (Of Large Numbers) And Getting Away With It [View article]
    OMG... Will someone, anyone, please just Google the term "law of large numbers" please !!!
    It is a statistical term and has NOTHING to do with what is being talked about here. I thought that people have bastardized that term enough but I guess some people just don't learn (just because it "flow" with what you want it to say)

    Other uninformed SA authors have misused that term before, but not as badly as this one. Please at least open up a stats 101 textbook
    Nov 3, 2014. 10:58 AM | 4 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    The title of this article is totally contradictory to the text of this article. If you said that Apple Pay is "losing billions", then at least tell us about that billions lost, not how they are making billions. Who comes up with these sensational titles anyway?
    Oct 29, 2014. 12:34 PM | 7 Likes Like |Link to Comment