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dr sam

dr sam
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  • USG Reports Excellent Earnings [View article]
    Apr 24, 2015. 09:30 AM | Likes Like |Link to Comment
  • Insmed initiates equity offering [View news story]
    Sold my entire position. Projecting a fall to around $12 per share.
    Mar 31, 2015. 10:59 PM | Likes Like |Link to Comment
  • Swatch CEO says he's unfazed by Apple Watch [View news story]
    "Hayek thinks the Apple Watch could spur business, because many customers will opt to buy normal watches instead."

    Seems like every time I hear somebody say something like this it is wrong. Apple will take market share and the others will shrink to super niche players.

    Of course Samsung will be the also-ran, making lots of copy-cat watches with tons of hi-tech specs that "beat" the Apple watch but are not practical from a user standpoint.
    Dec 2, 2014. 12:28 PM | 1 Like Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    It used to be well know "fact" (1960s to the 1980s) that IBM would let others invent the really cool stuff but IBM would be the ones that made all the money on it. It seems like Apple is now in that position. Take the best of what's out there and make money from it.
    Aug 6, 2014. 06:11 PM | 2 Likes Like |Link to Comment
  • General Electric's Grand Illusion [View article]
    They are playing all wrong with the French government (FG). You need to approach the FG like it was their idea, and be very resistant to it. Too late for that I guess...

    So, what now? Well, moving the deadline was a mistake. Let the current deal fall through. Get the small cash reward from Alstom. Talk with Alstom about other non-buyout/merger deals that could accomplish the same thing. Let the (FG) come up with something that is "their" idea.
    May 23, 2014. 07:13 AM | 10 Likes Like |Link to Comment
  • Open Letter To The Board Of LCA-Vision On The Proposed PhotoMedex Transaction [View article]
    Wow! Us shareholders just got scammed! IMHO.
    May 19, 2014. 08:05 PM | Likes Like |Link to Comment
  • Cheap iPhones And Buybacks Won't Solve Apple's Problems [View article]
    Ask yourself, WHY did Carl Icahn let us know that he just bought $500 million worth of shares.

    You ONLY let people know you've bought a stock when you are done buying it. Otherwise you will pump up your purchase price, right?
    Jan 30, 2014. 09:18 AM | 1 Like Like |Link to Comment
  • Apple's A8 -- What It Will Be And Why It Matters [View article]
    Apple MUST keep ahead of the curve because, rest assured, Google WILL have a 64bit OS soon. Of course, out of the gate the 64 bit Andriod OS will probably crash on a lot of devices a lot of the time, as per the norm, BUT will consumers notice? Probably not, they'll just figure 64 bit is 64 bit.
    Jan 10, 2014. 05:04 PM | 4 Likes Like |Link to Comment
  • Jabil Circuit: This Apple Supplier Is Too Cheap To Ignore At $18 [View article]
    NOW it is time for me to load up on the stock. 12/18/13.
    Dec 18, 2013. 10:41 AM | Likes Like |Link to Comment
  • Upcoming Catalyst Could Spark Another Run For Insmed [View article]
    You were right. I decided to keep my shares in play and glad I did. Now, do I hold on for more?
    Oct 17, 2013. 07:24 AM | Likes Like |Link to Comment
  • Insmed: A Respiratory Medicine Stock With Upcoming Catalysts [View article]
    Thank you for your article. Just trying to figure out when to enter and how much.
    Aug 15, 2013. 06:47 AM | 2 Likes Like |Link to Comment
  • There are now 900K apps in the App Store, of which 375K are for the iPad, says Tim Cook (AAPL +1.2%) as the WWDC conference gets underway. Apple hit 800K total apps in March, and 300K iPad apps a little before that. Cook adds Apple has paid out $5B to developers over the last year (implies App Store revenue of $7.5B), and $10B cumulatively. Shares have been trekking higher ahead of the event. (live blog) (webcast[View news story]
    This is just bad news.
    Jun 10, 2013. 04:18 PM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    I think Apple has no choice but to offer the bigger screen for this next cycle.
    May 12, 2013. 06:51 PM | 1 Like Like |Link to Comment
  • Insmed Incorporated Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    Adding to my position.
    Mar 18, 2013. 09:04 PM | Likes Like |Link to Comment
  • The Galaxy S IV shows the contrast between Apple's (AAPL) minimalist approach to smartphones and Samsung's (SSNLF.PK) "maximalist" approach, writes Forbes' Anthony Wing Kosner. Whereas Apple carefully weighs the impact of product changes and lets the iPhone speak for itself, Samsung is constantly making big upgrades while promising its phones will change your life. Kosner thinks Apple's low-key approach resonates better in the U.S., but TechCrunch's John Biggs argues Samsung's approach has its strengths. "[Samsung] figured out that people didn’t care about specs. Instead, they care about use cases." [View news story]
    The 1981 movie "Looker" will be coming true. Only in mobile format.
    Mar 18, 2013. 08:46 PM | 1 Like Like |Link to Comment