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DynastyMgr

DynastyMgr
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  • Don't Tell The iWatch What It Can't Do [View article]
    I agree. In my opinion, the name iWatch is a poor marketing name. It spurs comparison to conventional watch sales. Apple's creation will be a powerful communication tool that happens to be worn on the wrist. What do you think of the name iNeedit?

    Looking forward to purchasing the iPhone6 & the iNeedit/wrist device.
    Jun 30 09:15 AM | 1 Like Like |Link to Comment
  • Apple May Have Finally Crossed The Line [View article]
    I am 52. I switched to a 100% Apple home a few years ago after having been schooled on Microsoft PCs. I was skeptical about trying a different operating system and whether the premium pricing was justified. I purchased a MacBook Pro, a Mac desktop and an iPhone (I now also own an iPad). I loved all of them from the first day and will NEVER go back to Windows. Despite my praise of Apple and "getting what you pay for", my 25 year-old son, who is a senior majoring in Computer Science, was completely anti-Apple until a professor recommended them for programming ease (i.e. UNIX-based). He then bought a MacBook, started writing apps and immediately saw the value of Apple and their superior OS X. He's still an Android user but I think that may change if Apple's iPhone 6 has a larger screen than the previous phones. Apple produces quality products, a brilliant ecosystem and I will continue to invest in their hardware and their stock. I've been burned by many stocks in the past but not APPL. I have not always been up on my trades; added to my position a couple of times the past two years to average my ownership price (had 300 shares at $605 I was not happy about), but overall, I am substantially ahead. Solid products. Solid financials. Solid business plan. I'm a believer!
    Jun 11 06:56 PM | 6 Likes Like |Link to Comment
  • 3 Reasons Apple Buying Beats Is Smart [View article]
    Now that's a logical analysis. It doesn't make sense to re-invent the wheel. Better to buy a company that has the product you want and then perfect that product, than to start from scratch and develop your own.
    May 9 09:43 AM | 4 Likes Like |Link to Comment
  • Why Facebook Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $58 When 2015 Starts [View article]
    That was my point. I am their demographic; I am 52 and I have discretionary income. I like the service and I use the site daily but I ignore the ads. If I am reflective of other users, than companies advertising through FB will eventually discover that their ad dollars can be better spent elsewhere. This should concern all investors. Perhaps they'll generate enough net income on their acquisitions to justify their stock value. Time will tell.
    Jan 17 03:11 PM | Likes Like |Link to Comment
  • Why Facebook Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $58 When 2015 Starts [View article]
    "The AD companies are still going to pay FB, billions of dollars this quarter, and every quarter here on...."

    Really? Why would companies continue to pay billions of dollars to advertise on a site if they don't generate a lot of sales from those ads? I'm sure the companies monitor click-through numbers. I am not trying to bash FB, I have made money going LONG on their stock. I am just voicing a fear I have that their reliance on ad dollars might not yield the income they project if people ignore the ads (just using myself as an example). I think the trade discussed in this article is a good strategy.
    Jan 16 05:30 PM | Likes Like |Link to Comment
  • Why Facebook Will Definitely, Surely, Assuredly, Certainly Not Be Trading At $58 When 2015 Starts [View article]
    My main concern with FB, being a FB user myself and a past investor with a LONG position, is that I have never clicked on one of their ads. Not one single time. And I am a 90% internet shopper. I fear that if others, like me, just ignore the ads, advertisers will eventually stop investing their ad dollars with them which is their primary income source. Those using FB are not in shopping mode. GOOG has a much better business model than FB because people who use Google are often doing so to visit websites that are advertising with them. Those companies likely get a better bang for their advertising buck than what they get through FB.
    Jan 16 04:59 PM | 2 Likes Like |Link to Comment
  • Apple: Addressing The Elephant In The Room [View article]
    I like your comments except for the misspelling of "capital" - as a part-owner of Apple (i.e. a shareholder) I am very concerned about how Tim Cook runs the company. Returning capital to me and other shareholders is definitely preferable to Apple overpaying for under-performing assets. And as you said, it's a big market out there so if we as owners are not treated well, we can sell our shares and move on. I plan on remaining long AAPL while the sentiment continues to improve; since I stood by them during the past dismal year, I certainly will not be bailing out now.
    Nov 30 04:36 PM | 1 Like Like |Link to Comment
  • Apple - Buy Back Shares Aggressively, Now [View article]
    I too am long AAPL. Thanks for your well-thought out plan and for including concrete facts about the strength of the company. Unfortunately, there have been too many negative, unsubstantiated stories released about them over the past year that has made AAPL the stock analysts love to hate. Until sentiment fully turns positive, logic and reason will continue to fall on deaf ears. Your article helps turn the tide.
    Nov 15 09:17 AM | Likes Like |Link to Comment
  • Insiders Are Selling Facebook [View article]
    Well some could say insiders WERE selling FB. By the looks of their chart, FB may actually be ending the general sell-off period. Look for a close above the high of the low day ($47.37) as an indicator.
    Nov 12 01:00 PM | Likes Like |Link to Comment
  • Apple iBeacons Poised To Legitimize Hardware-Based Indoor Location [View article]
    Thank you for a very well written article. I must confess I was not that familiar with beacon technology. You present many compelling reasons Apple should run with this. They have the talent and power to dominate the market and I'm certain retailers would invest in the iBeacons when presented with the features, advantages and benefits. I am long AAPL.
    Nov 7 11:02 AM | 4 Likes Like |Link to Comment
  • Apple (AAPL) is proving to be as good at avoiding taxes (here and internationally) as it is at designing smartphones, taking advantage of tax laws designed for the industrial, not the digital economy.  The company had an overall tax rate of less than 10% in 2011, vs. about a 24% average for non-tech companies, reports the NYT, seemingly laying out a blueprint for politicians to shift attacks from big oil to big tech. Ugh.  [View news story]
    Then let's put in place a flat tax with NO deductions. That means we ALL pay a set percentage regardless of income. Until a fair tax structure is created there will be people and companies finding ways to legally pay less. The government has proven to be a wasteful operation with the taxes they do collect so I see no problem with Apple and other companies, and individuals giving less money to an organization who is going to mismanage it. That's just smart business!
    Apr 29 11:35 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL) is proving to be as good at avoiding taxes (here and internationally) as it is at designing smartphones, taking advantage of tax laws designed for the industrial, not the digital economy.  The company had an overall tax rate of less than 10% in 2011, vs. about a 24% average for non-tech companies, reports the NYT, seemingly laying out a blueprint for politicians to shift attacks from big oil to big tech. Ugh.  [View news story]
    Amen to that!!!!
    Apr 29 11:30 AM | 1 Like Like |Link to Comment
  • Getting Burned By Apple On Earnings [View article]
    Ken, (5) contracts at $700 would be buying 500 shares at $700 = $350,000. That's a lot of capital to have on hand.
    Apr 27 07:02 PM | Likes Like |Link to Comment
  • Intrepid Potash: Investors Betting on a Fall [View article]
    I wouldn't bet on the spring planting season disappointing ANY of the fertilizer companies. This fall was very wet in the Midwest which eliminated a late planting; the farmers have put off purchasing Potash for too long and cannot get expected crop yields without it. I expect them to "spring" into action this spring.
    Nov 12 01:41 PM | Likes Like |Link to Comment
  • Why We Went Short POT [View article]
    Well you took a 3% loss on your POT short trade today with POT hitting a high of $97.60 (assuming you got out at $94). I must admit, I was surprised to see the stock pop after reporting worse than expected earnings. Nothing has made sense on this market for the past year. Good news for me though as I am long POT, MOS, IPI & TRA.
    Jul 23 03:18 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
16 Comments
24 Likes