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  • Q2 Earnings Preview (Part I): It Could Get Ugly  [View article]
    I thought the same exact thing when I read that. Funny how lately the new catch phrase seems to be "Slipped on sympathy". Then again, ducks do fly in formation - and they rotate the lead duck.

    I think the biggest problems for sales are still yet to come. Buying gadgets at a brick and mortar was all the norm until Amazon Prime arrived. For $80 a year ($.22 a day) an entire household gets free shipping, no salesperson, no check-out line, access to thousands of free books, at-your-door-delivery, free wireless updates that synchronize all your devices, it's insanity. Not to mention the savings in personal mileage and the steady business Fedex and UPS can count on. With that said, hhgregg tumbled 36% Tuesday - a new entry with potential value has shown up.
    Jul 12, 2012. 02:09 AM | Likes Like |Link to Comment
  • Nokia Is Finnished: Prepare For Bankruptcy  [View article]
    This situation is frightening. I remember the early 2000 to 2002 period when Nokia was like the Volkswagen of phones - they were everywhere. Although we may not be able to invest in them, I get the feeling that the best 2 year percentage growth among the companies mentioned in this piece is going to come from Huawei Technologies.
    Jul 10, 2012. 04:03 AM | 1 Like Like |Link to Comment
  • Why Ford Is Worth $20  [View article]
    Ford is a powerhouse. If they were to create or buy a watercraft and ATV company they could sell more than just the truck and get exciting again - "Jet ski, trailer and 4 wheeler custom paint matched and bundled (financed) with your F150 sir?" Healthcare is uber-expensive no doubt, but on the brighter side, the computer, robot, laser and 3D printer have drastically reduced the number of future retirees. Their Eco-boost and hybrid engines are getting excellent mileage while providing great power in vehicles that weigh more than 3200 lbs. Solid units built to last. They could probably increase sales by offering all of their models in an optional tubo-diesel all wheel drive configuration, including the Mustang. With Ford being around 9.35 today - it's a buy.
    Jul 9, 2012. 12:54 PM | 1 Like Like |Link to Comment
  • Sprint's 'Network Vision' Reason To Buy Now  [View article]
    It's been said Sprint is the third horse in a two horse race more than once lately. Now that Virgin has the iPhone4s they're guaranteed a surge in Black Friday (Christmas sales). They couldn't have timed this better to save costs on marketing (which is always a productive option should demand subside) and allow non-contract people plenty of time to save up the $700 through the summer/autumn seasons. Debt should decrease, hiring increase while customer numbers will obviously continue to grow - their in-store customer service is always outstanding - even better confidence is to come. But why aren't they displaying and selling top end iPads too? Just 10 iPads on display could give an even broader market good reason to enter any store. Thinking big, Devices could be bundled .. the phone and pad together with good warranties and leather cases with a year's service all discounted just a tad. People who have been on the fence could pay say $2300 and properly own both devices handsomely protected with no service bill for 12 months. Plenty of take away value there and no subconscious nagging about subsidies. Another thing they could do is bring Photo JoJo items into their stores to attract the growing photography crowd. Connecting real deal SLR lenses to an i-phone (with or without a tripod) is a terrific experience and PhotoJJ has the goods to do it.
    Jul 5, 2012. 06:25 PM | 2 Likes Like |Link to Comment
  • A study from CIRP estimates Sprint (S) accounts for just 9% of iPhone sales at Apple Stores, and 19% of sales at Best Buy. This compares with 63% and 60%, respectively, for AT&T (T). Also, 94% of Verizon and AT&T iPhone subs bought a second iPhone from the carrier, thus limiting Sprint's ability to poach. The study raises fresh questions about whether Sprint can hit its iPhone purchase commitments, and also helps explain why Verizon felt comfortable hiking service plan prices. (also)   [View news story]
    Virgin Mobile has a very busy 3 months ahead - $35 pre-paid iPhone 4S. Sprint's outlook is gleaming,
    Jun 27, 2012. 01:06 PM | 1 Like Like |Link to Comment
  • Sprint: Ready To Double  [View article]
    Take a closer look - Virgin Mobile is going to offer the pre-paid I-phone 4s at the end of June for $30 a month. That alone can spike Sprint into the mid 4's.
    Jun 18, 2012. 05:36 AM | 4 Likes Like |Link to Comment
  • Shorting A Stock? 6 Useful Tips  [View article]
    "The best tip for shorting a stock..any don't" .....That depends on metrics though. If a stock has continued sales growth year over year, or even 2 out of the past 4 quarters, a p/e that is reasonable, nets a reasonable profit per employee and deals in dollars but just happens to sink 17% to the $18 range in a day - what is the real risk of shorting it? Confidence is certain to return isn't it? I'm confident enough to keep one eye on the dust bin as the day is evolving. A late day position could net nice gains the next day if the metrics alone are right. Although most good stories start with a bad decision, Marrying the most beautiful of stocks can be the beginning of a bad story.
    Jun 9, 2012. 10:34 PM | Likes Like |Link to Comment
  • Sprint Nextel: This Telecom Not Worth Its $2 Price Tag  [View article]
    I'm with Kickitman - Sprint has the 4G LTE, and has 3 pre-paid companies, one of which is Virgin Mobile, - They're (reading CSM) going to offer the I-Phone 4S to the credit-challenged millions for $40 a month! A ton of phones are going to be gift wrapped under indoor Christmas trees everywhere. A 4 cent dividend per quarter would be nice to see these days - they tend to attract us smaller fish and it's a "Start somewhere" start. Here's to thought and creativity to save the push-to-talk (Can't they somehow sell Nextel?)
    Jun 8, 2012. 02:26 AM | 1 Like Like |Link to Comment
  • Tempur Pedic: Despite A Dramatic Revenue Outlook Cut, Shares Offer Value  [View article]
    Was way too hot to enter at 80+ but now should attract support. Quality products, low p/e, less than 2000 employees - the marketing people are now given a task only the real hungry, eager go-getters dream about...a genuine superstar will emerge. Long on TPX.
    Jun 7, 2012. 05:45 PM | 1 Like Like |Link to Comment
  • Shares of Tempur-Pedic (TPX -4.6%) haven't found a bottom yet, even though mattress peers are moving higher: ZZ +2.5%, SCSS +2.4%, MFRM +3.6%. Analysts aren't done taking their ratings down on TPX with Piper the latest to move off its bullish call.  [View news story]
    It looks like the bottom for TPX was about 21.05 but didn't stay there long. Wonderful entry point for a company that sells an excellent product line.
    Jun 7, 2012. 03:27 PM | Likes Like |Link to Comment
  • 6 Aggressive Growth Picks Worth Buying Now  [View article]
    Kurtis, "On these small breakout momentum stocks you need just as aggressive sell-side rules as you do for your entries."

    -That one sentence is everything this season.

    ...And they say hitting a baseball is the hardest thing in sports....
    Jun 7, 2012. 03:19 PM | Likes Like |Link to Comment
  • 6 Aggressive Growth Picks Worth Buying Now  [View article]
    I calculate that on Nov 8, 2011 it would have taken $288.90 to buy one share of each stock mentioned in this article. About seven months later, the value is $239.71. Overall, as a portfolio, -17% over 7 months. UA has done the best gaining about 22% but TPX and TWIN have real sparkling appeal now.
    Jun 6, 2012. 05:13 PM | Likes Like |Link to Comment
  • The Apple Obsession And The Facebook IPO  [View article]
    I just saw a video that showed the Iphone5 that looked 3mm thick, had a full size keyboard (with a mouse?) projecting onto a tabletop and a hologram projector to watch videos - it's beautiful and floats away from the device like R2D2 from the Star Wars movie....Should we even be calling these devices 'smart-phones' or are they more like 'super-phones?' What's next? Will Apple one day revive shaking hands to seal a deal or kiss a loved one goodnight through projected sensory light from our phone, eye wear or wristwatch devices? Will we be able to touch things or try them on before actually ordering the item? The Iphone5 is something to behold.
    May 17, 2012. 12:45 AM | 2 Likes Like |Link to Comment
  • No Reason To Think Apple Has Reached A Top  [View article]
    Here's a quick comparison with probably even less significance: On April 10th Apple closed about 247% higher in price than Amazon. Today, May 15th the gap has closed significantly - by about 100 points. That's 25 trading days, Apple is now about 147% the price of Amazon, of coarse subject to change rapidly.
    May 15, 2012. 04:26 PM | 1 Like Like |Link to Comment
  • What Will An Apple Bubble Look Like?  [View article]
    Does Apple even consider themselves as competing with BB10? Companies using BB will continue to do so until Apple turns it attention there. I just can't imagine teens and pre-teens wanting a BB10 for Christmas over an Iphone5. My bet is they are developing technologies that leapfrog everyone in business communications both hardware and service and when it is released will be phenomenal. The current price for Apple products is very high compared to Android, PC what-have-you but I'll tell you what ... The Macbook bought in '03 has never had virus protection updates (Big$$$ over the years for my PC) and has outlived not three, but four PC's. Over time and with their dependability Apple is a cost saver. Plus, I doubt you will find many original Mac's in any landfill....they're beautiful and probably still working!
    May 3, 2012. 01:38 AM | 1 Like Like |Link to Comment