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johnofarizonaoregon

johnofarizonaoregon
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  • Previewing Apple's Earnings Through The Eyes Of Its Suppliers [View article]
    The big point in this article is that because Skyworks reports its earnings on January 17th, ahead of Apple, the earnings report from SWKS could provide a big clue to Apple's earnings report.

    January 17 came and went. Skyworks is scheduled to report earnings on January 30th. Did Skyworks reschedule the date of their earnings announcement, so as to have it occur after Apple's or did the author of this article get the January 17th date wrong??
    Jan 23 10:01 AM | Likes Like |Link to Comment
  • Analysts warn that with the economy so fragile and pricing competition fierce it will hard for restaurants to pass on the higher wholesale beef prices that are forecast down to consumers. Though quick-service chains will toy with their menus (more chicken) and try to use forward purchase contracts to lower costs, the impact of last year's drought could take a few seasons to reverse. [View news story]
    Read the book by Dr. Campbell, "The China Study." In that book, you will find many darn good reasons to never again eat another morsel of beef. If enough people stop eating beef, the demand for beef will decrease and therefore the demand for grains (which are wrongfully used to feed to cattle) will ease and then the price of beef will decrease and the price of grains will likewise decrease.
    Jan 22 02:07 PM | Likes Like |Link to Comment
  • My Once-A-Year Article On Apple [View article]
    Spoken like a true bear. The more bears, the more bearable a long position. As for Apple's OS... it is of the Unix genre, as are all the various different distributions of Linux. Linux/Unix is a far better OS than anything Microsoft has come up with, including their latest.
    Jan 17 03:46 PM | 9 Likes Like |Link to Comment
  • William Blair thinks it was food inflation behind the weak Chipotle (CMG) Q4 results and warns comparable-store sales could bottom out at 1% in Q1 before the company's price hikes start to turn things around. Despite the hiccup, analysts keep Chipotle rated at Outperform due to its strong business model. [View news story]
    Its just another fast food company. Buy them when they trend up, sell when they stall, buy again when they crash etc
    Jan 16 01:36 PM | Likes Like |Link to Comment
  • Mark Zuckerberg kicks off Facebook's (FB -0.8%) event by introducing Graph Search, a tool that allows users to make queries related to shared content. One shown example: a search for college friends who live in San Francisco. Map/photo search support is included, and there are probably some opportunities for search ads that can also leverage other Facebook data. Google (GOOG +1.3%) investors don't seem concerned - the search giant's shares have actually ticked higher. (live blog) (PR[View news story]
    Yes, it's like if a child says, "look what I can do!" and then jumps rope for a few seconds.
    Jan 16 01:33 PM | Likes Like |Link to Comment
  • Mark Zuckerberg kicks off Facebook's (FB -0.8%) event by introducing Graph Search, a tool that allows users to make queries related to shared content. One shown example: a search for college friends who live in San Francisco. Map/photo search support is included, and there are probably some opportunities for search ads that can also leverage other Facebook data. Google (GOOG +1.3%) investors don't seem concerned - the search giant's shares have actually ticked higher. (live blog) (PR[View news story]
    A few years ago I did sign up with FB. I won't bore you with the details, but after being deluged with friend requests and frequently having to adjust privacy controls to keep up with each change made by FB to decrease privacy, and swamped with more time-wasting posts etc than I could ever read... I joined the numbers of people who deleted their FB accounts on worldwide "delete your FB account day."

    I chose that day and posted a notice to everyone, so none of my "friends" would think it was anything personal. The wonderful relief to be rid of it is still fresh in memory though it was years ago.
    Jan 16 01:30 PM | Likes Like |Link to Comment
  • Mark Zuckerberg kicks off Facebook's (FB -0.8%) event by introducing Graph Search, a tool that allows users to make queries related to shared content. One shown example: a search for college friends who live in San Francisco. Map/photo search support is included, and there are probably some opportunities for search ads that can also leverage other Facebook data. Google (GOOG +1.3%) investors don't seem concerned - the search giant's shares have actually ticked higher. (live blog) (PR[View news story]
    Wow, yet another excuse to waste time on Facebook.

    I still have found no compelling reason to have one of the "F" (for Facebook) accounts.
    Jan 15 01:53 PM | 1 Like Like |Link to Comment
  • Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments [View article]
    Cramer switches direction on a dime. For example, he could say nothing bad about Chipotle even as it was falling like a brick, then on Yom Kippur Cramer said all his advice to stay in Chipotle had been wrong. Not too much later, he's touting Chipotle again as though he doesn't remember the most recent "atonement" he made for having recommended it.
    Jan 14 12:07 PM | 1 Like Like |Link to Comment
  • 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
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