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johnofarizonaoregon

johnofarizonaoregon
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  • Forget Apple Pay: Think MasterCard With Bionym [View article]
    Apple does already have a serious heart problem on the inside and now this is a heart problem from the outside.
    Nov 14, 2014. 12:53 PM | Likes Like |Link to Comment
  • AT&T buying Mexican mobile carrier Iusacell for $2.5B [View news story]
    Regarding Slim, a Dow Jones news item said, "The Mexican government has moved to crack down on Mr. Slim's dominant position, and America Movil is shedding assets as a result, which could give AT&T a chance to pick up even more customers. "

    Sounds like good news for T and all of T's shareholders.
    Nov 9, 2014. 07:30 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of AT&T Inc. [View article]
    The acquisition of lusacel plus the way T is quietly building out its network ( http://bit.ly/1EqStNO ) makes T a potential elephant-sized winner investment.
    Nov 8, 2014. 09:01 AM | Likes Like |Link to Comment
  • In Apple's Gains Against Samsung, A Vindication For Tim Cook [View article]
    Apple did not make it onto Forbes' list of the world's most innovative companies. Forbes categorizes Cook as a "hired hand" who is neither a leader or innovator. Apple is merely riding the huge momentum and success attributed to Steve Jobs and will only become an innovator if another creative leader like Steve Jobs could be found to be the CEO, but easier said than done.
    Nov 6, 2014. 10:16 AM | 1 Like Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    Everywhere the author looks, he now sees people switching to Samsung??? Everywhere I look, I see people switching to Blackberrys and Nokias, not a single Sam sung.
    Nov 6, 2014. 10:04 AM | 3 Likes Like |Link to Comment
  • Update: Apple Gets A Gift From Lawyers, Competitors Face Potential Lawsuit [View article]
    This is a curious sideshow involving established legal and financial circus masters.
    Nov 6, 2014. 09:57 AM | 3 Likes Like |Link to Comment
  • Amazon's Biggest Mistake: Not Begging For A Partnership With Apple [View article]
    Do people still buy Kindles?

    My wife totally "loved" her Kindle, until she got an iPad Mini about a year ago and installed the Kindle app on the iPad. Now, her Kindle is just gathering dust somewhere unknown and she keeps her iPad, which she upgraded to the latest Mini this week ... constantly within reach wherever she is.

    Yes, Amazon and Apple could work a lot better together if they both really wanted to.... but what about their respective "DNAs"?

    Apple says for example (and it is true) that "music is in our DNA". Apple has more "in their DNA" than music .... great customer service, hardware that looks good inside and outside and "just works," to name other elements of Apple's DNA.

    What is in Amazon's/Jeff Bezo's DNA that is in common with Apple? ... is an article that I'd like to read by Rocco or anyone willing to tackle it.
    Oct 29, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • Update: Apple Is On A Roll [View article]
    WolfS - if a person is short puts, it is a bullish position. I own shares in Apple and also am short puts in Apple.

    If you are allowed by your broker to sell puts in Apple, then what happens is that you get to keep the premium for selling the puts when they expire worthless. If the price of Apple shares drops below the strike price of the puts you sold, then the shares of Apple are "put" to you at the strike price and you own them at a resulting price of strike price minus the premium you were paid for the puts you sold.
    Oct 23, 2014. 01:33 PM | 1 Like Like |Link to Comment
  • It Appears That Icahn Is Right About Apple In One Regard [View article]
    Icahn is also correct that Apple will hit a price of over $200 per share.
    Oct 23, 2014. 01:27 PM | 5 Likes Like |Link to Comment
  • Apple/GT Advanced Technologies Settlement: Ending The Madness [View article]
    "GTAT and Apple appear to have miscalculated the cost of building and operating such a huge facility" - I would modify that to, "GTAT miscalculated the cost of building and operating such a huge facility" because GTAT was supposed to be the expert on the subject. Apple believed them and it was Apple who was let down by the incompetence at GTAT.
    Oct 23, 2014. 12:55 PM | Likes Like |Link to Comment
  • Buy, Sell Or Hold Chipotle Mexican Grill? [View article]
    I'd rather buy their food than their stock, because of my relatively small investment constraints. But one thing I'm surprised about is that so far, Chipotle has no even small measure of rewarding employees with shares of the company. If the employees were given out-of-the money calls which would have a lifetime of 10 years ... or if the employees were given even one single share of CMG for every year of service, etc, that would be giving them a degree of involvement and incentive that NONE of the employees of McDonalds has.

    It used to be, that Wal-Mart employees were given small amounts of shares of WMT in connection with their employment at Wal-Mart. That was Sam Walton's good idea, but it vanished with Sam Walton and likewise the loyalty of Wal-Mart employees has been greatly diminished since that time.
    Oct 23, 2014. 12:51 PM | Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    It sounds like the author has been drinking the same stuff which Michael Blair imbibes, so I will avoid wasting time and clicking on any of his articles in the future when I see his name as an author, on the assumption that it would be more drivel like what this article is.
    Oct 23, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • AT&T Q3 2014 Review: Competitive Pressure Heating Up [View article]
    T is a dividend stock and a great one.

    For a diversified dividend investor, there is no good reason to sell T and it only becomes more attractive to buy when it makes any little hiccup downward.
    Oct 23, 2014. 09:56 AM | 4 Likes Like |Link to Comment
  • Stop The Insanity: Apple Doesn't Have An 'iPad Problem' [View article]
    Who needs flash or java? My wife, a programmer and website developer, chose to go with android smartphone over iPhone because the android will run flash. She has been borrowing my iPhone for years, so she can see what websites look like on the iPhone and with the current state of state-of-the-art website design, she discovered a long time ago that there are ways to accomplish the desired result without flash and that for the most part, "flash is trash."

    She also borrows my iPhone, when she wants a better photo from a smartphone.

    And she exclaims at what a better keyboard experience she has with the keyboard on my iPhone than on her equally pricey android phone's all-too-quirky keyboard.

    And she has lamented for quite a while now that Google has totally ruined the experience of using her android phone.

    The result, she is ditching her android phone in favor of the newest iPhone 6.

    With regards to iPad, her Kindle gathers dust somewhere ever since she got an iPad mini, which does everything she used to love her Kindle for, plus a lot more. She carries her iPad mini with her almost everywhere and is even considering whether she really needs a smartphone at all, if she had to choose between one or the other, she has been saying she would opt for an iPad mini with cellular instead of a smartphone.
    Oct 23, 2014. 09:44 AM | Likes Like |Link to Comment
  • Is Apple Finally A Flight To Safety Stock? [View article]
    Sam sung Apple hate-songs.
    Oct 21, 2014. 07:35 PM | Likes Like |Link to Comment
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