no one really

no one really
Send Message
View as an RSS Feed
  • Apple Is A Trap - But For Bears Or Bulls?  [View article]
    Conclusion: No one knows anything, except for the people working on the earnings, and they're not talking till Tuesday.

    Surprisingly, that's been pretty much the conclusion that I've had since at least mid December.
    Jan 17, 2013. 01:41 PM | 6 Likes Like |Link to Comment
  • iPad Becomes Advertisers' Best Friend  [View article]
    I have loads more accidental clicks on my iPad than my desktop. Generally when I'm trying to scroll on a poorly optimized javascript heavy site.

    (anecdotes are not data, this is not a prescription, Ymmv)
    Jan 17, 2013. 12:01 PM | 1 Like Like |Link to Comment
  • Is Shorting Apple And Going Long Natural Gas A Winning Trade Again In 2013?  [View article]
    There have been lorries going down footpaths in the UK as long as gps sat-navs have been common, and the Daily Mail has reported on them all. Long before Apple dared use it's own map data, there has been crappy map data out there making people point and laugh. Only now, it's used to drive down stocks rather than sell newspapers.

    (though, it's unclear at this point if sat-navs cause or cure canver, or both)
    Jan 17, 2013. 01:28 AM | Likes Like |Link to Comment
  • Apple: Filling The Void Through Acquisitions  [View article]
    No. Apple doesn't need anyone else's phones, nor anyone else's OS. That would drive them down to a commodity business where price is the only thing that matters. Far better for them to produce opinionated products that people are willing to pay for.

    Nokia, on the other hand, probably would do better on Android.
    Jan 16, 2013. 12:35 PM | 1 Like Like |Link to Comment
  • Apple: Filling The Void Through Acquisitions  [View article]
    I think that the most important acquisition that Apple could (and tried, and failed) to make is Dropbox.

    A ton of the ways that people get real work done and share files between their various iDevices and computers is done through Dropbox, not though iCloud. (Which if the developers can be believed, is a pain to deal with, and doesn't really help cross app and cross platform sharing of docs).

    Second might be Nokia, to strip off the map data part (and maybe patents as well) to keep and catch and release for the phone part. At this point, the map data might be the most valuable part of the company, even though their maps division is losing money. At this point, maps are required for a smartphone company, but they're not exactly a profit center. They're a damn good barrier to entry though, for beating up on your competitors.
    Jan 16, 2013. 12:33 PM | 1 Like Like |Link to Comment
  • Pac Crest joins the rush, cutting Apple (AAPL) to Sector Perform with fair value of $440-$550, noting high-end market saturation and waning demand for incremental hardware innovation. Piper's Gene Munster holds the line, reiterating his Buy and a $875 target. Shares +1.4% premarket.  [View news story]
    From what I'm seeing, it's not really a rule, but a custom.

    Apple, on the other hand, doesn't seem to respond to rumors. Unless they do, like saying that they're never going to make a cheap computer/iphone/tablet... while at the same time they're figuring out how to go after that market with a quality product that isn't quite in the cheap price range, but sorta is if you squint and look at it funny.
    Jan 16, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • Best Performing Stocks Since Apple Peak  [View article]
    F was a dog in my portfolio for a few months, but now, damn, nearly 50% in 6 months.

    Can't decide if I'm buying and holding or if I'm trading it, but I'm leaning toward taking some profits soon.
    Jan 15, 2013. 11:42 PM | Likes Like |Link to Comment
  • Big Tests For Stocks  [View article]
    If by leftists you mean some random blog commenter named Beowolf, yes.
    Jan 14, 2013. 06:26 PM | 1 Like Like |Link to Comment
  • The Network Effect: Why Apple's iOS Will Win The Platform War Over Google's Android  [View article]
    The best thing Apple management can do for their investors is make compelling products at a reasonable profit. And lots of them.

    Anything else is just window dressing.

    By all accounts, compelling products in huge volumes at a profit is what Apple is doing. And their customers seem to agree, since those huge volumes are barely enough.

    If they start spending their time on how to make Wall St happy rather than their customers, they've lost. Wall St will take care of themselves. Their customers won't.
    Jan 10, 2013. 02:02 PM | 17 Likes Like |Link to Comment
  • Ford Will Make A Turnaround In 2013  [View article]
    The P/E listed includes one time tax benefits that were due to the losses in the 2009 time frame. Without that, the PE ratio is in the 7-8 range right now.
    Jan 4, 2013. 03:21 PM | 2 Likes Like |Link to Comment
  • Ford's December Sales Exceed Expectations; Company Remains Positive On 2013  [View article]
    Ford's P/E is not 3 by any useful measure, since that includes one time tax benefits from the huge losses that they had in the 2009 timeframe.
    Jan 4, 2013. 03:13 PM | 1 Like Like |Link to Comment
  • After closing on Friday near 10-month lows, Apple (AAPL +3.1%) is rallying in the absence of major news. Likely helping: a weekend Barron's column that made a bull case for the stock while suggesting much of the "fast money" that had joined the bandwagon is now gone. Also, year-end sales made for tax purposes might now be letting up.  [View news story]
    This just in: Markets Still Irrational. (just this time, it's up)
    Dec 31, 2012. 12:40 PM | 3 Likes Like |Link to Comment
  • Handicapping Apple iPad And iPhone Sales  [View article]
    Don't let the facts get in the way of a good story.
    Dec 21, 2012. 05:14 PM | 2 Likes Like |Link to Comment
  • Why Apple's Fundamentals Are Not Deteriorating  [View article]
    Damn. Looks like the sarcasm tag didn't make it in to my comment.
    Dec 19, 2012. 10:39 AM | Likes Like |Link to Comment
  • Why Apple's Fundamentals Are Not Deteriorating  [View article]
    No no no. Apple is doomed because of falling iPod sales.
    Dec 18, 2012. 11:43 PM | Likes Like |Link to Comment