roger that

Seven Reasons Why the Shorts Love Apple

It's gilded the lily, not guilded. So don't go criticizing someone else's "novice" writing when you don't know squat about diction.


On Dec 18 11:56 AM dual cit wrote:

> My god Jason, can your nose get any browner and your ego any larger.
> Your book "Alfa Hunter " was a work of a novice which you clearly
> are in the investment world.
>
> Yes, Apple has been a good long term investment, but it will have
> its swings and is presently priced for perfection now. Perfection
> may in fact happen, but your soapbox preaching has guilded the lily
> a bit.

Apple Ends a Record Run

Well, Bubba. Nice job of promoting your newsletter. Would prefer you do that elsewhere. But appreciate your vice. Though I won't take it. I don't do rotation into and out of sectors. I just buy good stocks and ride them until the ride ends.


On Dec 05 03:05 PM bobbybutte wrote:

> as a person who has become financially independent SOLELY from investing
> and writes the best dividend investment newsletter for the money
> let me adda few things
>
> This run by apple while spectacular shows you how underpriced equities
> were over the past 9 months or so
>
> Now you should seeea rotation from such higher beta names into the
> large cap multinationals that pay are more dividend oriented

Is Dubai's Default a Black Swan Event?

Thanks for the wonderful chart. I needed a lift. That great piece of humor did the trick. You made my day.
--Roger


On Nov 27 03:18 PM GaryR wrote:

> This is what the last "event " looked like
> Do an overlay on this years chart then...
> read it and weep...
> 2.bp.blogspot.com/_2Ob...

Apple Has a Genuine Green Shoot

In reponse to a verb maybe: Some of the windows in my house don't open or close. My picture window is an example. But all of my Apple trees grow.

No further verbs are needed. There are three. A period or two might have helped. Don't pick apart someone's usage until you understand what they are trying to say. Otherwise, you will simply confuse people and make a fool of yourself.

The Unsustainable Lie of Inflation

I should add that I don't recommend buying any short ETFs and have my doubts about gold as a short-term or medium-term strategy that would dominate a portfolio. Having a couple of gold-mining stocks in your portfolio isn't a bad idea. But no more than 15 percent or so.

However, you'll make more money by adjusting your portfolio to buy new growth stocks and stocks that are in ascending sectors than you will just buying gold.

The Unsustainable Lie of Inflation

I sent this article to my brother, a banker in Charlotte, NC, along with the following comments:

Dear Dave,

I remember when top wages were around $4,500 a year for most people back in the '50s. Everybody wanted to lay some heavy taxes on those rich bastards who made $10,000 a year. And so they did. Who could ever spend that must money in a year?

Because of inflation, those people making $4,500 a year were, in a few short years, making $10,000 a year themselves, though they were not a penny richer than before. Yet they were paying taxes at the $10,000 a year rate.

Things got so bad that President Kennedy slashed taxes, more than Ronald Reagan did later, and the nation began to climb out of what had become a prolonged period of stagnation.

How quickly we forget history. The piece below covers most of the bases of why we, as a nation, behave so stupidly when it comes understanding taxes and inflation.

One base it fails to cover is that the entire educational system nowadays pretty much brainwashes kids into believing that the government takes care of everybody and is the source of all wealth.

No kid, no high school senior and no college graduate has been taught that what the government "gives" to one person, it must take away from another person. And the person who is on the receiving end gets far less that what was taken from the person producing wealth. Because the government also has to pay all those bureaucrats administering the giving and taking, and all those enforcement people who will put folks in jail who refuse to pay.

Another concept that is absent from the present discussion is that the person getting something from the government probably would get a lot more from the person providing the wealth, if the wealth were left in the "rich" person's hands. He might get a job. She might get cheaper diapers for her baby because the "wealthy" person could aggressively cut prices to overcome competitors.

Example: Wal-Mart has done several hundred thousand times as much good for the poor as the government has done. It has provided a higher standard of living for almost everyone because of lower prices. But it has especially benefited the poor who spend a larger percentage of their income on food, clothing and light bulbs, among other necessities.

Wall-Mart has hired hundreds of thousands of people. It could be argued that the government never creates a productive job and that most government jobs reduce real GDP. (It could also be argued that almost all government spending harms the poor, rather than helps them. But for the sake of argument, even allowing that the billions of dollars the government has taken out of the economy to "spread the wealth" has helped some recipients, Wal-Mart has done far more in pure dollar value.

How Apple and iPhone Blew It in China

Your failure to grasp the facts and your inability to reason clearly are exceeded only by your poor communication skills.


On Nov 08 11:35 AM Tony Daltorio wrote:

> When are American investors going to ever look beyond US borders?
>
>
> The reason the iPhone is not doing well in China and will NOT do
> well elsewhere overseas is that these markets had similar products
> years ago...despite the belief that the US is still the leader in
> tech, the truth is that America is no longer the leader in tech...American
> tech is now years behind their competitors.

Not Everyone Likes Windows 7

You are speaking from extreme ignorance. Or you are intentionally misrepresenting the facts. Either way, you are wrong.


On Oct 26 09:12 AM wusseldussel wrote:

> The problem with Mac: when there is a major upgrade of OS you have
> to buy all the hardware new since the new OS does not support the
> old hardware. If you buy a brand new PC with Windows 7 I bet it will
> run without any problems. I think many XP users demand that after
> they buy Windows 7 their old hardware runs better than before. And
> Apple will not manage to do such a trick either.

Apple's Snow Leopard Takes Two Steps Back

I still use Appleworks to run my business. I have an installed base of about 10,000 customers, and Apple hasn't given me an easy way to move to Filemaker, so I'll use Appleworks until I can't.

Having to install Rosetta was a minor inconvenience to keep using Appleworks. Biggest problem is the database won't scroll using 2 fingers on my laptop like every other program I use. This is truly annoying and may eventually persuade me to switch to Filemaker, which I should have used in the first place.

Microsoft vs. Apple - Which Is Worth More?

Microsoft is in no way comparable to the GM of the 80s and 90s. Microsoft is doing its best to innovate. In fact, it has taken up almost every innovation that has come along recently. It is offering almost all the innovations Apple has come up with. It is offering many innovations Google has come up with. And it is offering most of the innovations in gaming that Sony has come up with. Microsoft is no slouch at innovations. And I doubt it will suffer the fate of GM. For one thing, it is not in the grip of big unions, as GM was.

What an Apple Tablet Has to Be

Folks discussing the pros and cons of a nonexistent Mac tablet need to take a reality pill.

The Case for Shorting Apple

Right. Apple would be going down if it weren't going up so much.

Why the FCC Wants to Smash Open the iPhone

AT&T paid big bucks for those air waves. You don't own them. They do. You can't take or have your government confiscate for you something somebody else paid for. Not in America. Not yet, anyway.


On Aug 02 08:56 AM Commies are people too wrote:

> You sarcastic remark misses the point.
>
> The EM Spectrum is part of the commons, like the air we breath and
> water we drink. The corporations that have the 'privilege' of exploiting
> it for profit have a responsibility to the public whom it receives
> that privilege.
>
>
> RE:
> "
> yeah. and i think that it's only fair that our government sequester
> bob dillan and force him to let us all in on how exactly he writes
> his songs--and we have every right to have his every move recorded
> 24/7 just so he doesn't get away with being inspired by something
> we were not privy to. coca cola needs to post their formulas just
> above the local weather report everyday in all newspapers. the pittsburgh
> steelers need to let us know in real time exactly what play they're
> running, and if they call an audible, that needs to be relayed real
> time too. it's only fair.

Why the FCC Wants to Smash Open the iPhone

And by the way, Apple should have an absolute right to decide what not to sell in its app store. The government doesn't decide what Sears or Wal-Mart should sell, short of dangerous products or some kinds of porn. Why should it decide what products Apple sells. Let's get far, far way from socialism. The iPhone would never have been developed in a solcialist environment. Let the market decide. If people don't like Apple's policies, they can buy a different phone. And the iPhone will disappear and we can all be happy.


On Aug 03 11:54 PM computer consultant wrote:

> I wish iphone was available on other networks besides att.

Why the FCC Wants to Smash Open the iPhone

If such an FCC policy had been in effect, there would be no iPhone to argue about. If people are going to invest in innovation, they have to have a business climate in which they can recoup their investment.


On Aug 02 04:18 PM manya05 wrote:

> Hopefully the FCC, or somebody, will finally see the light and ban
> these exclusive deals and force Apple to sell unlocked iPhones so
> people can use it with any carrier as is done in some countries (e.g.,
> France). They are still locked to France (SOBs), but at least the
> French can pick from 3+ carriers.