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GRJ

GRJ
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  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    No ones talking about:

    1. Enormous off-balance sheet content liabilities.
    2. The overall lack of current A level content, too much junk in the catalogue.
    3. Incentives for international subscribers and likely epic churn once those end.
    4. Risk of original content. These guys have to bat 1.000 because they don't have that much spare cash for content. Ask the broadcast and cable networks how easy that is.
    Apr 20, 2015. 04:46 PM | 2 Likes Like |Link to Comment
  • Apple Watch Success Not Limited To Unit Sales [View article]
    The Watch is a longer more subtle curve to securing the ecosystem. Of course, the brutish WS traders won't see it that way and will sell the initial numbers no matter what they are.
    Apr 9, 2015. 01:16 PM | Likes Like |Link to Comment
  • How Apple Defies The Law Of Large Numbers [View article]
    The term was borne out of ignorance and lazy commentary of know-nothings like Maria Bartiromo. Its not too much to ask WS low-lifes to use language properly.
    Feb 16, 2015. 09:22 PM | 4 Likes Like |Link to Comment
  • How Apple Defies The Law Of Large Numbers [View article]
    Hobson Choice? Now that's funny.... not even close...
    Feb 16, 2015. 08:35 PM | Likes Like |Link to Comment
  • How Apple Defies The Law Of Large Numbers [View article]
    Mark- you're better than this. To all commentators, stop applying the term Law of Large Numbers incorrectly. Just STOP!
    Feb 16, 2015. 08:26 PM | 15 Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    Unless car has either 3 wheels or 5 wheels.... now that would be innovative!
    Feb 13, 2015. 07:04 PM | 1 Like Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    A car??? Those have been around for 100 years. Cook's got to go. Need more proof that AAPL has zero innovation?
    Feb 13, 2015. 06:42 PM | 11 Likes Like |Link to Comment
  • Cook: Apple planning $850M solar farm, Apple Pay outperforming [View news story]
    Under the same reasoning, conservatives (regressives) should move on to Samsung. Good riddance.
    Feb 10, 2015. 07:07 PM | 3 Likes Like |Link to Comment
  • The Idiocy Of Gilead's Undervaluation [View article]
    Zacks and Motley Fool... the absolute worst.
    Feb 5, 2015. 07:06 PM | 7 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Paolo- You are like a broken record citing this one report from an unknown party. Could you please provide a greater depth of support for your repeated point concerning the stealth increase in value of Android apps than this one study published by an AAPL foe and convicted stock crook?
    Jan 30, 2015. 10:32 AM | Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    admire your work but can't you do better than citing CROOK Henry Blodgett to make your point?
    Jan 30, 2015. 01:52 AM | Likes Like |Link to Comment
  • Apple: Why So Bearish? [View article]
    Enjoy your articles Bill but you never seem to ascribe AAPL stock movements to options, as it most certainly was the culprit last week. For most hard to explain movements in this stock, option open interest acts like "dark matter" pushing it in directions that challenges logic. Notes from minor analysts are just that but MMs trying not to lose on 150,000 open 110 call option contracts (15 m share equivalent) is a serious incentive.
    Jan 19, 2015. 09:41 AM | 7 Likes Like |Link to Comment
  • Apple Investors Should Think Twice About 2015 [View article]
    Ok. I read the article and gave my investment a second thought. Not even slightly convinced of what you're selling. Sell facts, not guesses.
    Jan 6, 2015. 01:44 PM | 7 Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    Fred Wilson huh. Check the record. His AAPL pronouncements have been consistently, spectacularly wrong. He should stick to fleecing start-up entrepreneurs.
    Jan 3, 2015. 11:05 AM | 3 Likes Like |Link to Comment
  • Apple Short Interest Hits Multi-Year Low [View article]
    Oy. A "gap fill" prophecy followed by a bet. More evidence that TA traders are nothing more than gamblers. Ever heard of investment?
    Nov 25, 2014. 05:42 PM | 16 Likes Like |Link to Comment
COMMENTS STATS
257 Comments
1,162 Likes