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johnofarizonaoregon

johnofarizonaoregon
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  • Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments [View article]
    Why does SA let someone get away with posing as Cramer? Although... the real Cramer's remarks this morning were equally worthless.
    Jan 14 11:58 AM | 7 Likes Like |Link to Comment
  • Apple: The Ultimate Value Play At $520 [View article]
    Another way to address the same point for Apple investors is: If anyone is long AAPL, they should hold off selling covered calls unless they are sure they will have no regrets about the shares being called away from them in the near future.
    Jan 11 01:37 PM | 6 Likes Like |Link to Comment
  • The Maps-Gate Debacle: Is Apple Losing Its Edge? [View article]
    Apple is stumbling... like a fox!

    I've gotten used to the Apple maps app, before Google belatedly came out with their new maps app for iOS and... I haven't bothered with installing the Google maps app. Too bad Google, you lost a customer!
    Jan 8 12:52 PM | Likes Like |Link to Comment
  • Apple (AAPL +3.1%) is indeed in talks to buy crowdsourced traffic/navigation app Waze, a source tells TechCrunch's Mike Buctcher. In an update to his original column on the subject, Butcher reports Apple is offering $400M up-front + $100M in incentives, whereas Waze is holding out for $750M. Israeli media has also reported of a ~$500M bid (translation). Buying Waze wouldn't eliminate the huge data edge Google Maps has over Apple Maps, but it would give Apple a unique info source whose value would grow thanks to iOS integration. (earlier[View news story]
    Waze is not going anywhere as it is. I've used it and abandoned it for Apple maps which are far superior to both Waze and Google maps for my purposes.

    In some contexts, Waze has advantages over both Apple maps AND Google. But away from big cities and the highest crowd densities, Waze is a bit of a joke.

    If Waze becomes part of Apple, it will shine as a member of the Apple team.
    Jan 2 09:28 PM | Likes Like |Link to Comment
  • Hedge fund titan Leon Cooperman has been selling Apple (AAPL) but buying battered Freeport McMoRan (FCX), he tells CNBC. Cooperman holds FCX founder Jim Bob Moffett in high regard despite coming under fire from shareholders, but he's not keen on AAPL's reluctance to return cash to investors and warns the iPhone’s uniqueness may be diminishing. [View news story]
    Notice the spelling of Leon. Reverse order and capitalize the N instead of the L and you have Noel. Do the opposite of Leon and you will have a very early Noel (Christmas) gift. FCX might be going up another $15-$20 this year, but AAPL will approximately double from its 2012 low.
    Jan 2 08:58 PM | 2 Likes Like |Link to Comment
  • Tech giants are using the first trading day of the year to announce their calendar Q4 earnings dates. Apple (AAPL - consensus) will report after the close on Jan. 23, Google (GOOG - consensus) after the close on Jan. 22, and Facebook (FB - consensus) after the close on Jan. 30. [View news story]
    Strap yourself in with a full complement of seat belts for the market reaction/results after Apple's announcement. Multi-"G" ride coming up. If you want a position in AAPL, take what you can get below $550 for a happy landing.
    Jan 2 08:50 PM | 2 Likes Like |Link to Comment
  • The Google Maps (GOOG) iPhone app was downloaded over 10M times in its first 48 hours of availability, claims division chief Jeff Huber. Separately, Google has launched YouTube Capture, an iOS app meant to increase mobile upload activity for the video site. The app allows users to start shooting video immediately after launching, and begins uploading a file as soon as recording is finished. (previous[View news story]
    Microsoft has hired a big-gun to attack Google. Go MSFT!
    Dec 17 10:21 PM | Likes Like |Link to Comment
  • How Apple's Current Price Is Justified [View article]
    The point Rabish is making is simple. No need to quibble over other positive possibilities for Apple in regard to this article because his point is to mostly disregard all positive possibilities, assume the very worst and then demonstrate that Apple is undervalued even in light of the very worst assumption.

    I didn't think it would drop down below $512 again but was happy to have standing orders filled to buy on Friday.
    Dec 16 03:07 PM | 1 Like Like |Link to Comment
  • How Apple's Current Price Is Justified [View article]
    There's no such thing as a perfect title. After reading your article, I understood and agreed with the title... but until reading your article, I assumed from title that it was bearish on Apple.

    You've got my respect with regard to the title, for your succinct "guilty as charged" response to Echo To All.
    Dec 16 03:02 PM | 2 Likes Like |Link to Comment
  • Why Chipotle Could Move To $700 In 2013 - A Better Investment Than McDonald's? [View article]
    Moe's Southwest Grill is a big but "under-the-radar" competitor to Chipotle. Chipotle doesn't have a corner on the market , with Moe's growing at the pace of about one new location every 5 days.
    Dec 14 10:26 PM | Likes Like |Link to Comment
  • How You Can Invest Like David Einhorn [View article]
    It is wonderfully hilarious to read CMG to be described as a "long option" (refer to the 14th paragraph, "Before I close I would like to touch upon two smaller interesting long positions in the portfolio ...") in which to invest. CMG. Chipotle Mexican Grill. Currently in a price bubble ... at least until competitors such as Moe's Mexican Grill become know outside their loyal and incredibly rapidly growing customer base.

    Moe's Mexican Grill is absolutely trouncing Chipotle.

    Moe's is adding locations at the rate of about one every 5 days (yes one every FIVE days?) and Moe's is in the SAME competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not YET a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. In the meanwhile, Moe's is taking customers from Chipotle.)

    Moe's cares about serving healthy food just as much, if not MORE than does US Immigration law-flaunting, illegal-immigrant-hiring Chipotle. In contrast to Chipotle, Moe's is endeavoring to comply with not only the letter but also the SPIRIT of the US law and Moe's is NOT hiring illegal immigrants!
    Dec 13 11:13 PM | Likes Like |Link to Comment
  • The FTC's probe of Google (GOOG) is expected to end this year without any antitrust violations found, the NY Post reports. The probe has yielded plenty of drama, with some commissioners apparently considering Google guilty of abusing its search dominance to promote other services and hinder rival ad platforms. But others have reportedly opposed a suit, and the agency is said to be uncertain a case will succeed. Reuters recently reported at least one Google rival is now turning to the DOJ for help. [View news story]
    Google says its motto is "do no evil" or something to that effect. But if they really wanted to do good, their motto would be "do good."

    Google is an evil company.

    The name Google has become a verb, google and for those of you who use google as a verb here is some advice: The advise is to google within quotation marks the two phrases "do no evil" and "do good".

    Google is on the side of doing evil. The ONLY thing Google cares about is to be the "king of the hill" and the dominant, in-charge force on the internet.

    Also check out http://bit.ly/SXZ7W2 and http://bit.ly/Tfd8NM and other similar websites.
    Dec 13 09:54 PM | Likes Like |Link to Comment
  • The Restaurant Performance Index Is Flashing Warning Signals [View article]
    To say "economic weakness is hurting the sales" of CMG is an understatement and it leaves out a MAJOR component which is Moe's.

    Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not YET a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle. In contrast to Chipotle, Moe's is endeavoring to comply with not only the letter but the SPIRIT of the law and Moe's is NOT hiring illegal immigrants!)
    Dec 13 09:46 PM | Likes Like |Link to Comment
  • Jackpot Stocks: Part 1 [View article]
    Stock market thrill-seekers, beware of Chipotle unless you are masochistic. David Einhorn was more correct than he imagined regarding the trend of CMG.

    Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle.)
    Dec 13 09:41 PM | Likes Like |Link to Comment
  • VIX - Options Volatility Sonar: Tuesday Recap [View article]
    Be very wary of positive price movement in Chipotle. Einhorn was more right than he could have imagined about CMG being a short-selling candidate: Moe's Mexican Grill is trouncing Chipotle. Moe's is adding locations at the rate of about one every 5 days and Moe's is in the same competitive niche as Chipotle. (For traders & investors the catch is: Moe's is not yet a publicly traded company. But when it becomes publicly traded, hello Moe's and GOODBYE Chipotle. Moe's cares about serving healthy food just as much, if not MORE than does illegal-immigrant-hiring Chipotle.)
    Dec 13 09:39 PM | Likes Like |Link to Comment
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