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  • Apple Could And Should Diversify To The Renewable Energy Business [View article]
    It should be the other way. Cook has the fiduciary responsibility. If he violates that he is probably criminally liable and should be sued by the share holders as well. As long as he continue to increase share holder wealth he can get away with his ideology.
    Apr 20, 2015. 12:49 PM | 2 Likes Like |Link to Comment
  • Apple buys 3D/multi-image camera module developer LinX [View news story]
    $20 Million will translate to Billions in iPhone, iPad sales. That is what is really you can take it to the bank.
    Apr 15, 2015. 03:58 AM | 3 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    Apple is not healthcare.gov. Building an infrastructure to handle volume is business 101. Apple will have that under control. Website performance should not be used as an indicator.

    I just placed an order, it was smooth and easy.
    Apr 10, 2015. 09:16 AM | 67 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    100 Million in 2020 will go thru 5-10 million in 2015. It is a great product for the 1st release.
    Apr 9, 2015. 05:27 PM | 2 Likes Like |Link to Comment
  • General Electric: Has The Point Of Maximum Pessimism Arrived? [View article]
    Firing Immelt will do plenty good to GE. He is not a leader, not an operational stalwart and lacks imagination. All he has done is carried on the momentum of this mega ship. The only thing that is positive is that he did not sink the ship. GE board did a terrible job by putting him as a CEO.
    Apr 9, 2015. 11:43 AM | 4 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    iWatch should not be looked in the context of a watch. iPhone + iWatch will redefine how we live.
    Apr 7, 2015. 09:23 AM | 2 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    Apple has nailed on the watch business model. Watch at the low to mid end will be a consumer disposable item. Consumer know every 2-3 years they have to get a new versions. Another product that offers repeat purchase market.
    Apr 4, 2015. 09:38 AM | 13 Likes Like |Link to Comment
  • Russia reportedly preparing for Exxon arbitration claim [View news story]
    I agree, also only company like XOM will be able to navigate thru the geo-political complexities. They are well experienced in doing business in those areas.
    Mar 31, 2015. 12:47 PM | Likes Like |Link to Comment
  • Seadrill's Strong Cash Flow Provides Confidence In Ability To Handle Debt [View article]
    Talking about airlines, I fly a lot, with oil trading at 50% of what it was before the airlines ticket price have not come down. Airlines are raking in money by flying lower capacity. If I take this as a sample data point, it may be a while before oil price recover. How long SDRL can can sustain low oil price?
    Mar 31, 2015. 12:23 PM | Likes Like |Link to Comment
  • Apple Could Go Down In The Class Struggle [View article]
    Exactly.
    Mar 30, 2015. 03:00 PM | 3 Likes Like |Link to Comment
  • Apple Could Go Down In The Class Struggle [View article]
    You are all missing the point. If you go ti Nieman Marcus, very few people buy $10,000 dress. Most buy $400 dress. Same concept. $10,000 watch is mostly for display.
    Mar 30, 2015. 02:59 PM | 7 Likes Like |Link to Comment
  • Is Apple Cheating On The Dividends? [View article]
    Correction - Manufactured in China.
    Mar 20, 2015. 11:51 AM | 5 Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    I have read in the past that the foreign earnings are converted and kept in dollar terms.
    Mar 5, 2015. 02:34 PM | 3 Likes Like |Link to Comment
  • General Electric: This One Chart May Spell 'The End' For Immelt [View article]
    For all the favors he did to Obama administration why did he have to get out of the finance. While I understand the market went thru a huge collapse, Strong players have come back like Goldman. GE, as a AAA rated company could have managed the turmoil and could have come out much strongly positioned.

    I don't judge him based on the dividend issue. But he has been an uninspiring leader. He has acted like a government bureaucrat rather than a CEO of a premium global company.
    Mar 5, 2015. 08:07 AM | 5 Likes Like |Link to Comment
  • Another Reason Investors Should Not Buy Seadrill's Stock [View article]
    There may many reason not to buy SDRL, not buying back stock is the stupidest reason. SDRL business model has been based on leveraged financing. While the interest rates have been low, the recent slump in oil price has introduced a huge risk. Demand for SDRL's service may not sustainable causing big revenue and margin fall. SDRL has to manage the risk. That should be the singular focus.
    Mar 2, 2015. 02:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
474 Comments
903 Likes