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Apple's Low Volume: Meaningful Pause Before Going Higher?

I reckon demand destruction has had plenty to do with this. Underlying fundamentals are still strong. Look for Apple to peak at $240-$250 this year.

In Support of Potash Corp.'s Projected 2008 Gross Margin Increase

Brilliant article, thanks for the insights. I'm a firm believer in "buy value, sell hype". POT still remains undervalued for mine, and I recently staked a further position and am anticipating a $260 price by this time next year, sans volatility. All those that sold their positions down for profit will rue the decision, as this baby climbs back up on the basis of Buffett's "moat" and " discernible/sustainabl... competitive advantage" theories. Thanks Mr. Doyle.

Nokia Gets No Respect Against Apple, RIM

I'll just sit and watch my long position in Apple get bigger and bigger - market, distribution, innovation, cool factor - none of it's competitors even come close....wait till China and India cotton on to it.....

A Real iPhone Challenger - Barron's

What HTC lacks, which cannot possibly under-estimated with innovative technology, is the cool factor.
I live in Sydney, Australia, where the latest Mac store just opened downtown, to lines 1/2 mile long. Pre-orders for impending iPhone (first ever release here July 11) are already surpassing expectations (I have insider info at Optus-one of two carriers). In one of the most hotly contested mobile markets in the world, these things will fly out the door, whilst HTC and all other wannabees will languish in Apple's dust.
I'm long AAPL, and will laugh even more after this consolidation finishes and we see it hit $250 by year end.

Precision Castparts: An Abandoned Growth Story, Part II

Great and insightful article. I'm glad I'm long on PCP. Thoughts on WGOV in terms of EPS over next 2-3 years? Sales growth seems to be slowing 4 MRQ's.....thanks!

Will Apple's Second Generation iPhone Buck the Trend?

Let's not forget that both of these (LG & MOT) products are one-dimensional.....th... are hundreds of "me-toos" like them from every major manufacturer in the mobile world.
What Apple has done differently, as with everything else, is look at fresh ways to innovate that capture the world's attention. Let's remember it was not that long ago that one Mr. M Dell said that Apple should sell up and go home (paraphrase). Apple's market CAP is now 3 times that of Dell, which languishes in the "we only do PC's" hell that they have created. Talk about stuck in a paradigm!
And as for Steve's health, the Apple machine is WAY bigger than just one guy - there is no doubt that there is a succession plan in place, which a publicly traded company of it's size would have to have as a matter of governance and compliance. Give that one a rest, focus on the fundamentals, and watch Apple charge through $250 by end of year.

Apple Hype Priced In - Stop Trading! (6/9/08)

Again I say, don't waste efforts listening to cramer - I'd be broke if I did!

RIO's Rising - Cramer's Lightning Round (6/9/08)

Cramer creates manic movements north south east and west. Stick to your own fundamentals

How to Get Apple to $200

I just lost 5 minutes of my life trying to decipher the largest load of nonsense ever read. I look for the following in buying ALL growth stocks: low PEG (under 1.25), forward PE under 30, debt/equity under 0.6, estimated earnings and sales growth 25%, proven earnings & sales growth over 25%; market leader and innovator (read any Buffett stuff BTW); it's served me well, I bought AAPL low hundreds and let the winner run, employing stop loss strategy when 20% off high. Never mind all this other mind numbing rubbish.

Dryship's Transformational CEO

Agree.....wholehearted... I picked a solid position of DRYS right after a sub$60 dip in March. I have watched grow quickly, with still lots and lots of upside. The shorties have killed it, but look out, there's nothing left to short and margin calls will ensure that this baby keeps going up. Like ATW, TDW, DO, being locked in to long term contracts, with upward provisions, means that investors can pretty much bank the earnings and hence share growth for years to come. The spot rates will continue to climb and surprise analysts (guessing merchants) q after q. It's a company that I'll stay long for a great deal of time to come. Go Mr. Economou!

Could iPhone Subsidies Be Apple’s Ticket to Mainstream USA?

I think Apple will go the way of the iPod - introduce multiple products with different price points, let the consumer decide what they need

DryShips and the Oil Rush

Watch DRYS hit $150 inside a year - ridiculously low PEG & PE; insatiable demand for its dry shipping capacity coupled with capacity constraints across major commodities markets - Australia, Brazil, Russia; never mind it's debt/equity ratio which will be paid down at a rate of knots due to massive cashflows from forward contracts, hefty spot rates, and love the move into deepwater drilling. Go Mr. Economou!!!!