Jared's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/205397/comments http://seekingalpha.com/article/141452-cramer-s-mad-money-joy-global-may-need-some-cheering-up-6-4-09?source=feed#comment-533166 533166 Fri, 05 Jun 2009 08:12:59 -0400 http://seekingalpha.com/article/140361-gm-common-stock-is-worth-more-than-you-think?source=feed#comment-524997 524997 Sun, 31 May 2009 09:54:41 -0400 http://seekingalpha.com/article/137215-ford-s-stock-issue-makes-more-sense-than-microsoft-s-bond?source=feed#comment-500571 500571
It makes absolutely perfect sense for Microsoft to do this. It's growth curve is clearly not as vertical as it once was. This is what maturing companies do to lower their cost of capital. It's a boon to equity owners.

There was an unmistakable signal from the U.S bond auction last Thursday. The rates have bottomed out. They are going higher from here. It is last call for those who have the desire and ability to secure debt on the cheap. The train is leaving the station.

Bravo to Microsoft! It was an excellent move.]]> Tue, 12 May 2009 12:12:33 -0400
It makes absolutely perfect sense for Microsoft to do this. It's growth curve is clearly not as vertical as it once was. This is what maturing companies do to lower their cost of capital. It's a boon to equity owners.

There was an unmistakable signal from the U.S bond auction last Thursday. The rates have bottomed out. They are going higher from here. It is last call for those who have the desire and ability to secure debt on the cheap. The train is leaving the station.

Bravo to Microsoft! It was an excellent move.]]> http://seekingalpha.com/article/101426-apple-greatest-consumer-technology-company-in-the-world?source=feed#comment-288500 288500
If Apple is guiding to $1.35 per share in the holiday quarter, don't you think those estimates will come down considerably?]]> Thu, 23 Oct 2008 08:44:13 -0400
If Apple is guiding to $1.35 per share in the holiday quarter, don't you think those estimates will come down considerably?]]> http://seekingalpha.com/article/100753-apple-valuations-still-at-risk?source=feed#comment-286695 286695 Mon, 20 Oct 2008 17:46:24 -0400 http://seekingalpha.com/article/98629-cash-position-best-for-apple-investor?source=feed#comment-274572 274572
Say what you want about Zach's posts over the past few weeks, but you should see now he was right. It's not that he doesn't like Apple. But he saw the reality of what was coming. Fundamentals, brisk iPhone sales and packed Apple stores don't mean a d@mn thing in this market. It's all going down. AAPL is not immune to this.]]> Mon, 06 Oct 2008 09:25:42 -0400
Say what you want about Zach's posts over the past few weeks, but you should see now he was right. It's not that he doesn't like Apple. But he saw the reality of what was coming. Fundamentals, brisk iPhone sales and packed Apple stores don't mean a d@mn thing in this market. It's all going down. AAPL is not immune to this.]]> http://seekingalpha.com/article/97698-citi-in-talks-with-wachovia-as-700b-bailout-plan-moves-forward?source=feed#comment-267630 267630
Where is the other $100B going? These politicians don't think we won't notice that, do they?]]> Sun, 28 Sep 2008 14:14:06 -0400
Where is the other $100B going? These politicians don't think we won't notice that, do they?]]> http://seekingalpha.com/article/95674-now-what-for-apple-investors?source=feed#comment-255739 255739
Why do all you fanboys come on here criticizing him every time? You guys hate dissenting voices. Just stay away from this blog if it bothers you that much.

You also have the mistaken notion that AAPL should be performing well in this market. It's a consumer stock, and things just don't look good for the consumer right now, in case you hadn't noticed. So stocks like this pay for that.]]> Tue, 16 Sep 2008 09:14:18 -0400
Why do all you fanboys come on here criticizing him every time? You guys hate dissenting voices. Just stay away from this blog if it bothers you that much.

You also have the mistaken notion that AAPL should be performing well in this market. It's a consumer stock, and things just don't look good for the consumer right now, in case you hadn't noticed. So stocks like this pay for that.]]> http://seekingalpha.com/article/93351-dow-dirty-dozen-offers-high-yields-and-good-value?source=feed#comment-243883 243883
Thanks for the laughs.]]> Tue, 02 Sep 2008 12:01:15 -0400
Thanks for the laughs.]]> http://seekingalpha.com/article/93440-solar-breaks-oil-price-dependence?source=feed#comment-243798 243798 Tue, 02 Sep 2008 10:05:16 -0400 http://seekingalpha.com/article/91921-solar-stocks-after-earnings-suntech-up-renesola-down?source=feed#comment-235559 235559 Thu, 21 Aug 2008 09:57:14 -0400 http://seekingalpha.com/article/90128-whole-foods-stock-buy-what-you-know?source=feed#comment-227171 227171
The company is now relegated to "show me" status as far as I'm concerned.]]> Sun, 10 Aug 2008 12:22:12 -0400
The company is now relegated to "show me" status as far as I'm concerned.]]> http://seekingalpha.com/article/87281-predatory-banking-practices-undermining-the-u-s-consumer?source=feed#comment-215939 215939 Sun, 27 Jul 2008 17:30:19 -0400 http://seekingalpha.com/article/87281-predatory-banking-practices-undermining-the-u-s-consumer?source=feed#comment-215934 215934
Regardless of what order the withdrawals/drafts are processed, the implication is that their are not sufficient funds in the checking account to cover all outstanding transactions. Whether you process larger or smaller amounts first has no effect on the end result: the person has overdrawn their account.

The bottom line (no pun intended) is that people need to manage their personal finances more wisely. The overdraft fees should serve as a motivational tool.]]> Sun, 27 Jul 2008 17:25:38 -0400
Regardless of what order the withdrawals/drafts are processed, the implication is that their are not sufficient funds in the checking account to cover all outstanding transactions. Whether you process larger or smaller amounts first has no effect on the end result: the person has overdrawn their account.

The bottom line (no pun intended) is that people need to manage their personal finances more wisely. The overdraft fees should serve as a motivational tool.]]> http://seekingalpha.com/article/87014-apple-expecting-short-term-weakness?source=feed#comment-214089 214089
I hope you're right. I would love to buy shares at $120 or cheaper.]]> Fri, 25 Jul 2008 08:17:05 -0400
I hope you're right. I would love to buy shares at $120 or cheaper.]]> http://seekingalpha.com/article/86581-apple-erases-all-of-post-earnings-losses?source=feed#comment-212706 212706 Wed, 23 Jul 2008 17:31:12 -0400 http://seekingalpha.com/article/86581-apple-erases-all-of-post-earnings-losses?source=feed#comment-212705 212705 Wed, 23 Jul 2008 17:28:36 -0400 http://seekingalpha.com/article/86566-at-t-comments-on-apple-s-3g-iphone?source=feed#comment-212701 212701
My only point is that you should not take the comments at face value.]]> Wed, 23 Jul 2008 17:23:13 -0400
My only point is that you should not take the comments at face value.]]> http://seekingalpha.com/article/86443-apple-vs-bank-of-america-when-whisper-numbers-come-home-to-roost?source=feed#comment-212170 212170
You should also note that BAC's share price receives a lot of support from a very nice dividend yield. The stock has been excessively pummeled in recent months due to speculation of a dividend cut. CEO Ken Lewis reiterated in the conference call Monday that he would not recommend a dividend cut to the board. The stock jumped as soon as he said that.

The SEC enforcement of existing short sale rules has also likely contributed to BAC's rise the past few days. We can't overlook that little fact.]]> Wed, 23 Jul 2008 08:17:37 -0400
You should also note that BAC's share price receives a lot of support from a very nice dividend yield. The stock has been excessively pummeled in recent months due to speculation of a dividend cut. CEO Ken Lewis reiterated in the conference call Monday that he would not recommend a dividend cut to the board. The stock jumped as soon as he said that.

The SEC enforcement of existing short sale rules has also likely contributed to BAC's rise the past few days. We can't overlook that little fact.]]> http://seekingalpha.com/article/86139-steve-jobs-health-a-red-herring?source=feed#comment-211362 211362
They can spin it as "product transitions" all they want. However, we all know that Apple has historically benefited from higher margins on new products.]]> Tue, 22 Jul 2008 08:41:02 -0400
They can spin it as "product transitions" all they want. However, we all know that Apple has historically benefited from higher margins on new products.]]> http://seekingalpha.com/article/85859-apple-investors-were-pinned-on-friday?source=feed#comment-209788 209788
I have been building a Straddle Buy position on August options to play Monday night's earnings, using $125 puts and $230 calls - roughly equal dollar amounts, but not necessarily an equal number of contracts. I'll finish building that position some time before Monday's closing bell.

I don't expect either to ever be in-the-money before August's OE, but the stock will almost certainly swing so wildly in one direction or the other Tuesday morning that I should be able to unload the more favorable options (be it calls or puts) for a considerable profit that morning. It will easily offset the loss on the options in the other direction.

If the puts become the more favorable play (meaning the stock goes down Tuesday), I'll take the profits and buy $300 2010 LEAP calls! This is still a high growth story.]]> Sun, 20 Jul 2008 10:48:48 -0400
I have been building a Straddle Buy position on August options to play Monday night's earnings, using $125 puts and $230 calls - roughly equal dollar amounts, but not necessarily an equal number of contracts. I'll finish building that position some time before Monday's closing bell.

I don't expect either to ever be in-the-money before August's OE, but the stock will almost certainly swing so wildly in one direction or the other Tuesday morning that I should be able to unload the more favorable options (be it calls or puts) for a considerable profit that morning. It will easily offset the loss on the options in the other direction.

If the puts become the more favorable play (meaning the stock goes down Tuesday), I'll take the profits and buy $300 2010 LEAP calls! This is still a high growth story.]]> http://seekingalpha.com/article/85704-best-and-worst-performing-etfs-this-week?source=feed#comment-209748 209748
I imagine this has something to do with SKF being a B.I.G. recommendation. You probably don't want to draw attention to that right now, do you?

You guys completely missed BAC as a key earnings report next week in your other blog post, and now this? You need to do some more homework if you want to be taken seriously.]]> Sun, 20 Jul 2008 10:13:50 -0400
I imagine this has something to do with SKF being a B.I.G. recommendation. You probably don't want to draw attention to that right now, do you?

You guys completely missed BAC as a key earnings report next week in your other blog post, and now this? You need to do some more homework if you want to be taken seriously.]]> http://seekingalpha.com/article/85839-this-week-s-key-earnings-reports?source=feed#comment-209739 209739 Sun, 20 Jul 2008 10:00:40 -0400 http://seekingalpha.com/article/80432-the-outlook-for-financials-failure?source=feed#comment-180825 180825 Sat, 07 Jun 2008 09:24:14 -0400 http://seekingalpha.com/article/80085-credit-cards-the-next-subprime?source=feed#comment-179314 179314 Wed, 04 Jun 2008 16:15:37 -0400