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  • Apple (AAPL) is the latest company to say that it's suffered a cyber-attack, with hackers breaching its systems after staff Mac computers were infected with malware when they visited a Web site for software developers called iPhonedevsdk. It's the same site that hackers used to get into Twitter's and Facebook's systems by exploiting a well-known security hole in Oracle's (ORCL) Java software. [View news story]
    You are on to something.

    Jesse Livermore, when he was in his prime, would have caught the smell of strong, hidden hands behind much of the puzzling publicity during AAPL downtrend and especially recently. But Livermore preferred to buy at new highs, so he would stalk AAPL and would only buy when it breaks resistance at $705 again. And then, he would buy it by the truckload.
    Feb 20, 2013. 11:01 AM | Likes Like |Link to Comment
  • Greenlight's "activism" on Apple is cited by Goldman this morning, which reiterates its Conviction Buy and $660 price target on the stock. AAPL +0.6% premarket. [View news story]
    Goldman is probably giving the $660 target to be on the conservative side. They can always raise their target later and look better for being conservative and right.
    Feb 8, 2013. 11:26 AM | Likes Like |Link to Comment
  • Is Chipotle Ready To Take Off Again? [View article]
    Chipotle is headed for $705.
    Feb 7, 2013. 11:12 PM | Likes Like |Link to Comment
  • Apple (AAPL) bulls might be interested/relieved/concerned to know the stock's decline was enough to shake Whitney Tilson out of his long position (annual letter). Into 2013, his fund's largest holdings show a decided tilt towards financials - with BRK.B, AIG, C, and GS making the top 5. He's also an investor in Kyle Bass' fund making a big bet on a weaker yen and higher Japanese interest rates. [View news story]
    Didn't Whitney Tilson short NFLX and stay short as it climbed and climbed until it got too painfully high... then he closed his short position near the top, back in 2010? Seems his timing was exactly wrong for Netflix back then also.
    Feb 5, 2013. 10:40 PM | Likes Like |Link to Comment
  • How I Plan To Buy Apple To Limit Panic [View article]
    Then maybe you should take your own advice: buy AAPL, panic, sell it.
    Feb 4, 2013. 12:33 PM | Likes Like |Link to Comment
  • Apple Value Propositions [View article]
    Jonathan, what happened to your article, "Apple's Beta: The Real Cause" ? ... It disappeared before I got a chance to read it.
    Feb 3, 2013. 09:28 PM | Likes Like |Link to Comment
  • 4 February 'Feel Good' Factors For Apple Fanatics [View article]
    Cramer is a fickle, shallow stock analyst who will turn on a dime with his opinion on a stock. His wife is the only one of the two of them who is sensible, rational and logical.
    Feb 2, 2013. 04:09 PM | 4 Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    I wonder how many Apple shareholders are doing like I've done since the serious nosedive: I've enrolled my AAPL holdings in automatic dividend reinvestment (DRIP) to buy more shares, cheap, with no commission while the share price is depressed.

    The acronym for dividend re-investment, DRIP, has a melancholy, somewhat depressed connotation. Appropriately to the context of a good stock with a depressed price.

    But to paraphrase what a man who is psychiatrist who has become a very successful full time stock trader has said: Buy depression and sell elation.

    Depression = low price, elation = high price.

    Elementary, Mr. Watson.
    Feb 1, 2013. 07:44 PM | Likes Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    AAPL, if given the same P/E as AMZN, would have traded at about $154,457 per share today. Nice.

    Conversely: AMZN, if given the same P/E as AAPL, would have traded at about $0.78 per share today. Nice (if you're bearish on AMZN).
    Jan 31, 2013. 08:29 PM | 4 Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    I'm no Apple fanboy nor do I care for the fanatical Apple culture but Since I switched from Microsoft to Apple, I haven't looked back and love the OS X system and the way everything works. Or, should I say, "just works"?

    My wife and I have had Microsoft PCs since DOS. When my 3 youngest children were in late grade school and high school, I got each of them their own, identical Hewlett Packard desktops and networked everything together. I was the household IT guy and would periodically need to defrag, recover from a crash, rescue a computer from something I'd never imagined one of my daughters would do with it, find and remove viruses, etc etc.

    When one of my daughters was going to start college and I wanted to get her a laptop for college, I could envision being on the phone with her every few weeks, for the sake of her laptop maintenance or repair.

    So... I decided not to get her a Microsoft laptop and sprung for the first Apple computer in my life. It was an iBook. She didn't need my help and it only took her a few moments to get it on the University network. All the Microsoft machine users had to consult University IT people and be verified free of viruses and as having all the latest updates before being allowed on the network.

    She never had a single problem with that iBook until after 2 years and 10 months, when its hard drive crashed. I had been cheap and had gotten an iBook with minimum RAM, which forced its hard drive to do maximum work. But her iBook was still under Apple warranty and was repaired better than new and back to her 2 days later. I say "better than new," because when it needed warranty repair, I told her to have the Apple certified tech also add maximum RAM to her iBook while the hard drive was being replaced. A few years later she moved up to a Macbook Pro and sold her iBook for a good price on eBay.

    When her younger sister started college I also got her an iBook, but got one with more than minimum RAM. 8 years or so later, that same iBook is still working with all its original parts.

    So I switched from PC to Mac several years ago with no regrets. When I want to run a Microsoft-only program, I run it on my Mac on a Windows 7 virtual machine (Parallels) simultaneously while everything else is running on the same Mac on OS X. When that is done, OS X and Windows 7 each "think" they have the machine all to themselves, though they are both accessible and displayed on the monitor.

    Before switching to Apple, I disliked it and argued with Apple users about why Microsoft was better. But that was also before Apple went to Unix via OS X.

    Anyone who hates Apple is simply doing what is natural in the context of lack of first-hand experience and knowledge.
    Jan 26, 2013. 06:59 PM | 3 Likes Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 01:33 PM | Likes Like |Link to Comment