Anthony B

Ten Reasons I'm Buying Activision Blizzard

Call of Duty Modern Warfare 2 is amazing! Might buy some shares just based on the quality of that game.

I like the high cash position and no debt, so even if they have a couple flops they can keep the R&D going to come out with something great.

Will Wall Street Buy Tim Armstrong's Plans for AOL?

What percent of AOL's revenue is still from dial-up subscribers? I remember reading they still have 6.7 million dial-up subscriptions.

I'm hoping to get a substantial short position in on AOL when they're spun off before all the shares are borrowed up.

The Myth of the Strong U.S. Dollar

If we run a trade deficit as we have, shouldn't our dollar decrease. It'll decrease until it reaches a price where trade balance is restored.

Amazon: Be Fearful While Others Are Greedy

What if AMZN continues to grow at 10% a year, and just remains overvalued forever?

Why Magazine Covers Are Historically Great Contrarian Indicators

Hindsight bias? As bleak as those example covers are, at the time how would you know the next month's cover will not be bleaker. I'd like to see a timeline of magazine covers during each of these crashes, bet they get progressively worse as the market gets worse.

Then this great indicator becomes a function of how bleak the magazine covers can get. Just as valuable as how low market prices can get.

Apple Upgraded to Outperform

You have to write an article bashing AAPL's valuation to get the macboys to comment. I'm glad to see people still late to AAPL's doubling still recognize that it's earnings power still warrants future upside.

I for one am wondering whether AAPL will gap up when they make the GAAP accounting change? and if so, by how much?

Central European Distribution Corp.: An Opportunity in Spirits

Although still a good valuation, hard to pull a value play at 52 week high. Paul, if you don't mind I was wondering what you think of Monsanto (MON). I see it as kind of a similar play to Mosiac, which you wrote up a couple weeks ago.

Apple, Microsoft, Google: Cash vs. Cash

I have to second MacMan's comment.
From the earnings call:
"Turning to cash, our cash plus short-term and long-term marketable securities totaled $34 billion at the end of the September quarter compared to $31.1 billion at the end of the June quarter, an increase of $2.9 billion. "

...so why is this chart off by about 10 billion?

While Microsoft (MSFT) has begun emulating Apple (AAPL) in some notable ways - such as its planned retail stores (for which Apple was once mocked) - Apple has spent the past five years doing something positively Microsoftian: building a hoard of $20B in cash and marketable securities (see comparison chart).

I thought AAPL was now sitting on $34 billion in cash?!

From earnings call: "Turning to cash, our cash plus short-term and long-term marketable securities totaled $34 billion at the end of the September quarter compared to $31.1 billion at the end of the June quarter, an increase of $2.9 billion."

Apple F4Q09 (Qtr End 9/26/09) Earnings Call Transcript

Non-GAAP net income of 2.85 billion is $3.18 per share!

$3.18 per share sounds like a holiday quarter number.

Apple Beats, Shares Jump

utterly destroyed.

Apple (AAPL): FQ4 EPS of $1.82 beats by $0.40. Sales of $9.87B vs. $9.2B. Sees FQ1 EPS of $1.70-1.87 vs. consensus of $1.91 on sales of $11.3-11.6B, in line. Sold 3.05M Macs, 10.2M iPods, and 7.4M iPhones during quarter. Gross margin 36.6%. Shares +5.1% AH. (PR)

"International sales accounted for 46 percent of the quarter’s revenue." - it's been the case for a while now

Great quarter!

Apple Is Crucial: Charts Show Why

Have to agree with your analysis. Hard to what expectations the market has priced in at $188 for earnings tonight, obviously above Apple's guidance, but by how much. It will be interesting to see!

Stock still looks healthy with $9-10 in non-GAAP earnings in 2009, and $10-11 in 2010.

Apple vs. Microsoft: Who Will Bring the Ideal Mobile Productivity Device?

I think we should just bring back cargo pants!

Options Trader Thursday Outlook: Jobs, What Jobs?

Following the "CPI is "only" doulbe the 1% increase expected by the Fed" link, it was double 0.1% to 0.2% for September... to me hardly something to worry over.