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Jim Sack

Jim Sack
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  • Apple's Fragile Pulse [View article]
    My IPhone was stolen in Rome. So, I bought a replacement from a top company. Great new phone, but nothing compared to the IPhone. Same with a friend, he has a very top end, large screen phone and complains of issues my IPhone did not have... I think the gold standard is still the IPhone, and the IPad and the various laptops and desktops Apple makes. As long as that is the case they will not have a fragile pulse.
    Jan 2 06:03 AM | 9 Likes Like |Link to Comment
  • Charlie Munger: Energy Independence Is Dumb [View article]
    Mr. Munger fails to add in the cost of thousands of dead soldiers, the billions spent on defending those oil shipping routes and the enmity our energy policy has brought us around the world.
    Jul 27 06:58 AM | 1 Like Like |Link to Comment
  • Elop's Nokia, A Portfolio Crusher? [View article]
    Thank you. I will take a Tums.
    May 10 11:27 AM | Likes Like |Link to Comment
  • What Happened To Alcoa's Theory About Aluminum Prices? [View article]
    Too much jargon, no definitions. KISS.
    Apr 3 06:58 AM | Likes Like |Link to Comment
  • Germany Vs. Greece: More Than A Game [View article]
    This is simplistic at best. It is another example of blame transferral by a Greek upon anyone who is not willing to support their self-indulgient lifestyle. Get over what happened 60 years ago. It is only a red herring. Does Greece really prefer to be the welfare family of Europe? Or does Greece proudly wish to pay its own way?
    Jun 22 09:01 AM | 6 Likes Like |Link to Comment
  • Frontier Communications (FTR): Q1 EPS of $0.05 misses by $0.01. Revenue of $1.27B (-5.8% Y/Y) in-line. (PR)  [View news story]
    Frontier bit off quite a mouthful when then bought the Verizon assets. I live in Fort Wayne and the transition was smooth concerning connection services, but billing issues were botched and many apologies were issued. Now, the billing problems seem to have resolved themselves and service continues to be so reliable that it is not an issue. The area manager, a guy named Bill Zielke, is one of the best managers with whom I have ever worked (United Way days) so I have trust in their future. I am long and am accumulating shares.
    May 7 08:17 AM | 1 Like Like |Link to Comment
  • Nokia’s (NOK -0.6%) comeback attempt has “failed to convince telecom operators in Europe” despite its new line of Lumia phones, Reuters reports: Skeptics say the phones are "overpriced for what is not an innovative product, cite a lack of marketing dollars put behind the phones, and image problems caused by glitches in the battery and software of the early models."  [View news story]
    It's always darkest before the dawn and all that. Well, following NOK now since 1995 I think the darkest part past. This is not a rousing comeback, but the company has started their upward trend. I bought a few more shares last week.
    Apr 17 12:35 PM | 1 Like Like |Link to Comment
  • In response to Nokia's (NOK -14.9%) Q1 warning, marked by an expected 51% Y/Y drop in smartphone shipments, Horace Deidu observes: "Nokia's smartphone market share will drop to about 8% in Q1. It was 12% last quarter, 24% a year ago and 40% three years ago." The damage done to Nokia's brand, mindshare, and carrier partnerships by its Symbian collapse will make it harder for the company to stage a low-end comeback via Windows Phone.  [View news story]
    I have followed and owned NOK for since the mid-90s. It has been disappointing, for sure, but the recent news offers a glimmer. I bought another 100 shares this morning.
    Apr 11 11:41 AM | 1 Like Like |Link to Comment
  • Internet TV: Another Reason To Like Frontier Communications [View article]
    Thanks for the interesting piece. Nicely written and easy to read...and assess.

    I AM a Frontier customer. My bill, however, is electronic and I have received nothing from the company that has made me aware of TumTiki. I am, however, only a voice and internet customer.

    I could add that the transition from Verizon to FTR was messy. I seem to remember problems using their online services that led to a complaint call that caused them to cut my bill in half. More than a few of my friends have mentioned similar problems with online bill pay and customer service issues.

    I judge FTR to be the anaconda with the large rat moving down its body, a rather large bulge and very hard to digest. Fort Wayne, where I live, is a relatively large market in their rural world and a large bite to chew. Perhaps they bit more then they could chew.

    Regardless, the service is now as good as was the VZ service and less expensive. I have since doubled my stake in FTR. I also like the dividend payment, despite the ebbing stock price. Not being a number cruncher I am not sure whether the dividend has made money for me, or the falling equity price has halved my stake. I think I have lost money.

    Thank you, again, for a smart review.
    Jan 16 09:38 AM | Likes Like |Link to Comment
  • Apple (AAPL) aborts retail sales of the iPhone 4S in China after customers queuing overnight in freezing temperatures became aggressive in a botched debut that saw the flagship store fail to open while other stores sold out of the phone in one day. Not quite what China Unicom (CHU) had in mind when it said it planned to aggressively promote the iPhone 4S.  [View news story]
    Thanks, that explains things. The wire stories I saw did not explain the cause which might have been interpreted as some sort of Apple failure. It is rather the opposite as is noted below by User 509088.
    Jan 13 09:32 AM | Likes Like |Link to Comment
  • Apple (AAPL) aborts retail sales of the iPhone 4S in China after customers queuing overnight in freezing temperatures became aggressive in a botched debut that saw the flagship store fail to open while other stores sold out of the phone in one day. Not quite what China Unicom (CHU) had in mind when it said it planned to aggressively promote the iPhone 4S.  [View news story]
    What do you mean, because of scalpers?
    Jan 13 07:48 AM | Likes Like |Link to Comment
  • Apple (AAPL) aborts retail sales of the iPhone 4S in China after customers queuing overnight in freezing temperatures became aggressive in a botched debut that saw the flagship store fail to open while other stores sold out of the phone in one day. Not quite what China Unicom (CHU) had in mind when it said it planned to aggressively promote the iPhone 4S.  [View news story]
    Does anyone know why the store failed to open?
    Jan 13 07:21 AM | Likes Like |Link to Comment
  • Melnyk's Actions Will Only 'Delay the Inevitable' at Biovail [View article]
    Well, I read your comments and wonder over what specifics this fight continues? Does the current board mismanage (and how), do they choose the wrong products or strategy, do they squander funds on themselves (Tyco), what do they do that is counter-productive to shareholder value?
    Jul 16 07:44 AM | Likes Like |Link to Comment
  • Rep. Kanjorski's Unreasonable, Unconscionably Ridiculous Idea [View article]
    I would add to my previous comment (user 185549), that as long as the friends of industry allow their buddies to dump their trash in public space and rake in huge profits there will be people who fight back, some rationally, somone irrationally.
    May 5 08:17 AM | Likes Like |Link to Comment
  • Rep. Kanjorski's Unreasonable, Unconscionably Ridiculous Idea [View article]
    His reaction is exteme, but he reflects an anger among us that sees the stock holder clobbered and the board/CEO rewarded; that sees lakes and stream as the cheap sewer for industry, that allows power plants to spew into the air with impunity; that coddles the car companies producing guzzlers; that allows poisoning of our children; that encourages off-shore HQs at taxpayer expense; that encourages tax abatements to generate jobs (again at taxpayer/homewowner expense and you can go on and on and on. I would support his efforts only to put the fear of God into the jerks who run American companies.
    May 5 08:14 AM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
19 Likes