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johnofarizonaoregon

johnofarizonaoregon
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  • Apple: Value Play Or Value Trap? [View article]
    If it is absolutely true that RIM is a better buy than AAPL, then logic dictates you should put every investment dollar you have into RIM. My only investment into RIM would be to sell calls, buy puts, and/or sell RIM short. To put it another way... though my first smartphone was a Blackberry... the Blackberry has not been in the category of Smartphones since Apple introduced the iPhone and Android implementers began slavishly copying the innovation of Apple.
    Dec 7 09:17 PM | 2 Likes Like |Link to Comment
  • The New And Improved Heckmann: Improved Margins And Growth Paths Going Forward [View article]
    sooner or later, most likely "later" HEK will explode to the upside. After that, its climb will be gradual and volatile. This time, before it "explodes" is the best time to invest. After it has its huge upside move... it will be much more difficult to find an entry point for anyone who wants to make a significant speculative investment. Once HEK starts cranking out the more impressive EPS numbers, the opportunity is gone for those inclined to be plungers. (for what I'm talking about in regard to plungers, refer to the book by Dana Thomas with the title of The Plungers and the Peacocks)
    Dec 3 09:29 PM | 1 Like Like |Link to Comment
  • Apple's Ecosystem: Strength Or Liability? [View article]
    For your comment to be helpful or at least understandable, it would be good if you would explain why you hate iTunes.

    I use iTunes without either loving or hating it... it is simply a utility, from my perspective.

    In this case it is a utility whose function is to interface between the Apple "ecosystem" and Apple devices.
    Nov 14 03:17 PM | 3 Likes Like |Link to Comment
  • Apple's (AAPL) settlement with struggling HTC is a sign Apple views it (unlike Samsung) a neutralized competitor, thinks TechCrunch's Darrelll Etherington. The Verge's Nilay Patel argues likewise, while suggesting an HTC license for Apple's software patents will help it compete against Samsung. Regardless, it's a surprising development in light of Steve Jobs' declaration that he was willing to spend $40B to wage "thermonuclear war" on Android. HTC claims the deal won't have an "adverse material impact" on financials. [View news story]
    True that Steve Jobs is dead. False (either an erroneous assumption or a lie) that everything he stood for is gone. Therefore (because of the false statement you made) your motives are rightly in question by readers of Seeking Alpha.
    Nov 11 10:07 PM | 3 Likes Like |Link to Comment
  • Expect Apple To Surge In Coming Months [View article]
    good point, 991. There has been a LOT of negative news toward Apple on tv business coverage. I guess bobwhite doesn't watch tv coverage of commentators on Apple. Rocco Pendola was interviewed, with his usual negativity toward Apple. Dr Alexander Elder was interviewed, with his negative technical analysis of Apple at that point in time (which happened to be correct). And there has been plenty more.
    Nov 3 12:10 PM | Likes Like |Link to Comment
  • The iPhone 5 is still supply-constrained at U.S. Apple Stores, says Piper's Gene Munster after polling 70 of them. He also found ongoing shortages at AT&T and Verizon, though Sprint's situation is said to be improving. Those comments are probably contributing to today's Apple (AAPL -2.7%) selloff, especially since Munster's Oct. 4 report on shortages proved accurate. On a more positive note, Munster's poll of 730 U.S. consumers found 55% of those planning to buy a smartphone indicating they want an iPhone 5. [View news story]
    This week I visited my local Verizon store to upgrade to an iPhone 5 and was told they are out of supply and will not have more for about two weeks. The price to upgrade with a 2 year contract renewal is $199 plus a $30 upgrade fee. Verizon applies the $30 upgrade fee to all phones, including Android phones. My wife upgraded her Droid and was also charged the $30 upgrade fee.
    Nov 3 12:02 PM | Likes Like |Link to Comment
  • Apple Investors' Greatest Weakness [View article]
    I read this article with a good measure of cognitive dissonance.
    Nov 3 11:56 AM | 1 Like Like |Link to Comment
  • JPMorgan (JPM) is buying MetLife's (MET) $70B bank mortgage servicing portfolio for an undisclosed sum. The deal boosts the size of Chase's $1.1T Servicing business by over 5%. MetLife says its entire retail banking business made up less than 2% of its 2011 operating income. (PR[View news story]
    So is JPM going to compete with Panera Bread in retail baking ?
    Nov 3 11:54 AM | Likes Like |Link to Comment
  • Apple Below $600: Trick Or Treat? [View article]
    The ticker symbol for Apple is AAPL. The ticker symbol you have been typo-ing, APPL, is for some "grey market company" called APPELL PETE CORP COM
    Nov 2 12:43 PM | Likes Like |Link to Comment
  • The Good And Bad Of Investing In Chipotle [View article]
    Its a buy, at 265.
    Nov 2 12:05 PM | Likes Like |Link to Comment
  • "This was better than the Giants winning the World Series ... people are really excited." That's how an NYT source describes the mood among Apple (AAPL) employees following Scott Forstall's removal. Om Malik basically reports the same, though he adds many think replacement Craig Federighi "is someone who needs to prove himself." Forstall's refusal to sign an apology letter for iOS 6 Maps was apparently the final straw, though all signs point to other factors also being at work. [View news story]
    Apple did not make a mistake in releasing Apple Maps when they did. With a product like any maps product, it can only become better, never perfect, and can only become better with more use and more data input from usage.

    Apple had no logical choice other than to release the product and take the flack. They did the right thing.

    Google maps are great, but since I appreciate the pioneering work Apple did in designing and introducing the first true smartphone which everyone else has been competing against and stealing from ever since... I boycott Google at every opportunity and opt for an Apple way to do search, navigating, etc, to avoid helping the thieves and bullies at Google.
    Oct 30 11:03 PM | Likes Like |Link to Comment
  • Google's (GOOG) iOS search app has been updated to bear a much closer resemblance to Google Now, which was released earlier this year for Android. Many reviewers have declared Google Now, whose "cards" push personalized and location-specific information to users, to be superior to Apple's (AAPL) Siri. Yesterday, it received an Android update featuring new cards and voice commands. The more iOS users rely on Google's app for searches instead of mobile Safari, the less Google has to pay Apple in traffic acquisition costs. [View news story]
    As someone who appreciates the pioneering work Apple did, to introduce smartphones ... I boycott products by the bullies at Google as much as possible and lean toward Apple products.
    Oct 30 10:56 PM | Likes Like |Link to Comment
  • Buy Chipotle: Slowdown In Growth Is Priced In [View article]
    Sure sounds like a great buy. Cramer has started recommending it again, too.
    Oct 29 10:39 PM | Likes Like |Link to Comment
  • Scott Forstall's departure from Apple (AAPL) was "not his decision," a source tells the WSJ. Moreover, sources claim Forstall has clashed with other execs (this is supported by past reports), and was complaining about a lack of big ideas from his unit - some outside of Apple have been complaining about this too. John Gruber: "Forstall was an obstacle to collaboration ... his responsibilities are being divided between four men who foster collaboration." Erica Ogg: "It's Tim Cook's Apple now." [View news story]
    The dividends are NOT an error. I love getting paid a dividend, and so do a lot of other people who wouldn't otherwise risk buying Apple.
    Oct 29 10:15 PM | 1 Like Like |Link to Comment
  • What The Heckmann Is Going On? [View article]
    Buy HEK now and sell after it shows up on Cramers Mad Money show the next time.
    Oct 27 06:11 PM | Likes Like |Link to Comment
COMMENTS STATS
226 Comments
267 Likes