mollytjm

Cash Is Not Yet King When it Comes to Market Performance

it's particularly important for tech companies to be cash rich..when they're not, they tend to skimp on R & D, just the place they need to spend. While Apple's cash may not lead to higher stock prices, it will mean that Apple survives this lousy economy and investment in it's stock will eventually pay off...not end up at 15 cents a share.

Breaking the Back of Buffett

he doesn't really do all the buying anyway...he has powerful and smart people in charge of enormous divisions of investment, including Geico. there would still be a team of top people making the decisions and they all have the same philosophy. the stock is really like a mutual fund with a lot of diversity, but almost everything is in pretty sound companies (part of the philosophy). I doubt he'll leave except in a box, and that could bring the stock down briefly...but BRK sharesholders are passionate and believers, holding that same philosophy and they'll mostly stay and the stock would continue to be strong.

General Electric Moves On Down the Largest Company List

with so much turmoil all over the place, this kind of list isn't really very relevant. What's relevant is who has the $ to stay afloat and prosper in the future with products that will be competitive in a world market. a GE long term bond, if it's 10 years, should still be fine. GM on the other hand...sigh.

Big Money Managers Are Cautiously Bullish - Barron's

how can you add APPL to this? it's such a stable company, financially secure and great profit..their iPhone sales beat Blackberry this past quarter. APPL is so undervalued right now.

Pay Little Heed to Economic Reports and Move On

i like this post...some sanity in the middle of madness. however, apple sales of iphones is way above estimates and will continue as pent up demand keeps going...i got two iphones after my verizon contract expired just this weekend. i'm not alone...lots of people out there are still on contracts too costly to quit. ipod sales were bound to be lower when the iphone got cheaper. look for apple to be very competitive...they know what they're doing. i have no advice for day traders but for the 'buy and hold' crowd, apple is a great buy and has a huge moat, cash and no debt.

Changes in Market Cap for Biggest U.S. Companies

nuclear power is great, except in geologically unstable areas. as China learned with hydroelectric power, you better build these things away from population centers. they're all safe by themselves. one bad earthquake and one meltdown near a big population will hurt investors, a lot, so they better do what they can to reassure us that they're PRIMARILY safe, then green and efficient. i'd like to see them use some of the Japanese earthquake resistant construction on everything like this, built here, even in places where it seems safe. i think that would be reassuring to investors who are savvy about this stuff.