lorddarley

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  • Apple Shouldn't Buy Netflix, Rather Hulu  [View article]
    At one time I thought a NetFlix purchase would be a good idea, but it's way overpriced and not unique.
    Feb 1, 2016. 04:39 PM | 6 Likes Like |Link to Comment
  • What Tim Cook Must Do To Turn Apple Around, 2013 Vs. 2016  [View article]
    FYI, Chowdhry seems to have had a Buy on Apple 5 months ago with a 150 price target.
    Jan 31, 2016. 07:40 PM | Likes Like |Link to Comment
  • What Tim Cook Must Do To Turn Apple Around, 2013 Vs. 2016  [View article]
    The future is Apps and Ecosystem. The current pricing is too elitist. Apple must allow entry for all income levels.

    I just got a Verizon flier which promised, if I read it correctly, two Androids for the price of one, and that price would be way less than a single iPhone.

    Until Apple comes up with something to justify the premium, it should not be a slave to "margins." Get people into the system. Charge them for products once they are in. DO not default most of the world to Android.

    And revisit TV. Apple is getting crushed by the cheaper (and better) Amazon TV.

    Who is running the store? I'm getting visions of Ballmer milking the Office franchise. High profits and ho-hum vision. Maybe Cook should go so that we can have a post-Cook rally with a better replacement. He seems to be more interested in causes and politics and does not seem like the #1 guy for the world's largest (for the moment) company.
    Jan 31, 2016. 03:23 PM | 2 Likes Like |Link to Comment
  • Can't Fight The Law Of Large Numbers - Nix Netflix Now  [View article]
    I'll keep Netflix for streaming, but cancelled the DVD service. It's old fashioned, takes a day to get the DVD, and they don't work sometimes.

    I'd rather pay a few bucks through Amazon to watch something that I can't get thru Amazon Prime or NFLX streaming.

    NFLX should switch to the Amazon model for movies it doesn't stream. Also, why isn't there a NFLX device to rival Amazon Fire TV or overpriced Apple TV?

    Amazon is going to own this space and NFLX is going down, way down, if it doesn't catch up to current technology.
    Jan 30, 2016. 09:32 PM | Likes Like |Link to Comment
  • Half Of U.S. Income Is Over $125,000 Per Year  [View article]
    The US benefit plan system -- qualified pension and 401(k) plans, health insurance, cafeteria and other tax favored fringes -- is regulated by the tax code so that there will not be "discrimination" in favor of highly compensated employees ("HCEs").

    In most cases, a person who earned $120,000 in 2015 will be an HCE in 2016.

    This income level is clearly too low, especially for the high income areas of the country where hardworking secretaries and laborers will earn $120,000, and hardly be "fat cats."

    The result of this tax policy is a staggering extra administrative and legal cost which could otherwise be spent for these benefits, including those of lower paid persons.

    I'm glad to see an article that is more dispassionate about identifying income levels. This clearly shows that if the levelers in Congress want to penalize HCEs, the limits should be raised significantly above the current $120,000. A new approach to regulating benefit plans is desperately needed in the US.
    Jan 30, 2016. 10:11 AM | 2 Likes Like |Link to Comment
  • Ford: Firing On All Cylinders  [View article]
    The market is currently ignoring value. Companies with great cash flows like Apple and Ford are being crushed. You would never invest private money this way, but if you are a money manager investing OPM, these are the current rules.

    Things will eventually get right. Some high fliers will make it; many will disappoint (watch NetFlix for that one). Those who own valuable companies like Ford and Apple will be very happy in the long term. Just shut your eyes for now.
    Jan 28, 2016. 11:50 AM | 3 Likes Like |Link to Comment
  • Apple Has Serious Problems  [View article]
    Foreign currency also a culprit, and that will be a problem for quite a while. Yellen crew did not think things through, and had better not continue to sabotage our international companies.

    Sensible tax reform also still lacking.

    Apple's malaise is being shared by most internationals.

    All that being said, I do agree with some of the author's points about Apple products.
    Jan 27, 2016. 10:29 AM | Likes Like |Link to Comment
  • Apple's call: Chinese macro, forex, virtual reality, iPhone ASP discussed  [View news story]
    Market is going nowhere for a while.

    So you may as well own Apple as any other, collect the dividend, and wait for the iPhone 7 and the next watch.

    To paraphrase what's his name, "You own it; you don't trade it."
    Jan 26, 2016. 07:39 PM | 8 Likes Like |Link to Comment
  • Apple: iPad Pro May Not Halt Sales Decline, But It Is The Future  [View article]
    As a shareholder and "fanboy" with way too much Apple stock (short term ouch) I'm just getting ready for a bad few months until (1) the iPhone 7 is launched, and (2) a better watch is available that is decoupled from the phone and has decent battery life.

    My concern is that Apple is launching Beta products as if they were ready for market:

    (1) the TV is not as good as what Amazon offers for 1/2 the cost.

    (2) the iPad is NOT serious competition for Microsoft. Business users (like myself) who are slaves to Microsoft, have little choice. Honestly, unless you are a hobbyist or a graphic designer, Apple is too narrow in the business software it supports. Microsoft with Version 10 has been brilliant. The thing works. It's easy. The bitter taste of 8 is erased.

    (3) the current Apple watch is overpriced when you know it will be obsolete shortly. For grown-up events, I'll wear my Omega and check my iPhone for e-mail. [Hint to Apple: tell people they will get a credit on the next version of the Watch. Sales would soar. To heck with margins; this is about getting customers to trust Apple, and there must be profound distrust; look at the Watch numbers.]

    (4) the iPhone 7 will hopefully have some magic. I deferred the upgrade from my 5 due to that. The iPhone 7 is my hope, as a shareholder, and I don't know what it will provide but I'll buy it.

    I miss Steve Jobs. I am feeling that Tim Cook is just a Ballmer in trendier clothes, who can manage the numbers, talk the talk, but lacks magical pragmatism. The new products, if viewed objectively, are not frontier busters, and are just overpriced leeches on the fabulous reputation of the company Steve Jobs created.
    Jan 25, 2016. 06:20 PM | 2 Likes Like |Link to Comment
  • Sizemore Capital 4th Quarter 2015 Letter To Investors  [View article]
    About that Apple. It makes a little less than $7 per person on the planet.

    There is also a cell phone for almost every person on the planet. I don't know why that is. Maybe infants dial from the crib, but it's a telling statistic.

    So, at the $7, why not $ 8 or $ 9 or $10 or more per person?

    We are one world when it comes to cell phones and the internet and the enormous desire to communicate with fellow humans. Apple is hardly too big to grow. Its future is limited only in the minds of those who do not see the future.
    Jan 24, 2016. 12:19 PM | Likes Like |Link to Comment
  • Ford Motor: 10% More Downside?  [View article]
    Labor peace, cheap oil, and unrestricted right to move manufacturing to less expensive shores.

    Throw in likely corporate tax reform where the IRS will not lock in off-shore profit, and I keep slapping myself.

    Why is Ford, already yielding close to 5% with a world class product line, trading at 12?

    Buy Ford.
    Jan 24, 2016. 12:14 PM | 3 Likes Like |Link to Comment
  • When The Stock Market Bounces, Rallies Should Be Sold  [View article]
    Ditto, WK.

    I also appreciate your analysis.
    Jan 24, 2016. 12:09 PM | Likes Like |Link to Comment
  • When The Stock Market Bounces, Rallies Should Be Sold  [View article]
    When a country is in indisputable control of a fiat currency, the rules are different from running a family budget. .

    I expect the Federal Reserve will not permit deflation. It will print money so that assets have the values everyone is counting on. Clearly, valuations got way ahead of themselves earlier in the century, because of lending policies which were too easy.

    You don't retrace. There will be no tolerance for any central bank that says "Hey, let's cut back house values by 50%, or retirement fund values by 50%."

    More money will be printed, and that's not the end of the world for people who invest. .The dollar will still be strong compared to other currencies. This is not a crisis, and it is not a time to go back to Calvin Coolidge economics (protectionism, tight money, and tariffs).
    Jan 23, 2016. 08:07 PM | 1 Like Like |Link to Comment
  • When The Stock Market Bounces, Rallies Should Be Sold  [View article]
    When a country is in indisputable control of a fiat currency, the rules are different from running a family budget. .

    I expect the Federal Reserve will not permit deflation. It will print money so that assets have the values everyone is counting on. Clearly, valuations got way ahead of themselves because of lending policies which were too easy. However, there will be no tolerance for any bank that says "Hey, let's cut back house values by 50%, or retirement fund values by 50%."

    More money will be printed. .The dollar will still be strong compared to other currencies. This is not a crisis, and it is not a time to go back to Calvin Coolidge economics (protectionism, tight money, and tariffs).
    Jan 23, 2016. 08:05 PM | 1 Like Like |Link to Comment
  • Why I've Been Wrong On Twitter  [View article]
    I'm sure if I spent an hour I could learn how to use Twitter effectively. I just don't want to spend more time learning this stuff. It took me 10 hours to learn the new (at the time) version of WORD (ribbons) and that is now out the "Window" with the newest thing installed in our office.

    Busy people not having time to play with software and apps is not the death knell for Twitter by any means, but just an observation.

    At least with Facebook I see the enormous revenue streams from advertising. My clients who advertise on the internet are paying twice per month for Facebook as Google, and getting phenomenal results.

    With Twitter, I see no real commercial opportunities. All I see is the hope for a Hail Mary buy-out.
    Jan 18, 2016. 02:59 PM | 2 Likes Like |Link to Comment
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