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  • The right-to-work bill in Michigan awaiting Governor Snyder's signature won't have any impact on the bottom line of the Big Three anytime soon, but could pull at the thread of the organized labor movement in the state, according to analysts. With the unions able to flex their muscles with the Detroit automakers historically, the question now centers on if future labor negotiations could be influenced, if even just a shade? [View news story]
    If the unions could add some value, it would be a different story. As it is, they wage war with the companies that employ them, they demean the human spirit by saying all union workers are equal, so lets determine who gets promoted by how long they were in the union, etc. etc. They force the workers to "contribute" to the welfare of the union bosses. There once was a need (in the 1930's) for unions, but now they are long past their time. Good riddance.
    Dec 10 03:37 PM | 10 Likes Like |Link to Comment
  • Apple Needs To Succeed In BRIC Countries To Grow, But Its Chances Seem Slim [View article]
    It never fails. There are endless articles about android phones outselling IOS phones, like anyone cares. As investors, it is about profits, not units sold. Apple leads the pack in profitability, and will continue to do so.

    My wife is Russian, and whenever she goes back for a visit, she brings one of our old Apple products to leave with family. Always a big hit. Apple is an aspirational product in BRIC countries, not so much here where they are considered "affordable".

    Taxes in many countries favor the local product. I think an article about who is making the profits in cell phones would be more informative than articles on who sells the most widgets.
    Jul 3 01:33 AM | 8 Likes Like |Link to Comment
  • Is the "iWatch" now official? Apple (AAPL) has filed a request to trademark the term "iWatch" in Japan, categorizing it as a handheld computer or watch device. Sony has been selling its SmartWatch for a year, while Samsung is developing a rival product also. [View news story]
    AAPL has a reputation of not being the first to the party, but providing the best product. Personally, I'd rather have the later.
    Jul 1 04:59 AM | 8 Likes Like |Link to Comment
  • "After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports[View news story]
    Although using a ring to control your tv is innovative, I have enough trouble trying to find the remote, much less a ring.
    Apr 9 11:06 AM | 8 Likes Like |Link to Comment
  • Apple R&D Beating The Young And The Mighty [View article]
    What the market doesn't seem to understand is that Apple's product is innovation, not the new iPhone, iPad, etc. Those are in the past. They are working on something we haven't seen yet. It is the future those of us who hold the stock and/or options are betting on.
    Aug 13 07:13 PM | 7 Likes Like |Link to Comment
  • 12 Reasons Why Silver Will Outperform Gold [View article]
    While everyone likes to say "this time it is different", I believe it is. The debasement of our currency is unstoppable, with trillion dollar deficits as far as the eye can see. The feds solution to the housing crisis is inflation. China, and to a lesser degree, India are encouraging their citizens to invest their savings in PMs. The people their have a great fear of inflation because they have experienced it before. Who knew a 1984 or prior quarter is worth over $7 for its silver content?
    Corrections or dips will occur, but will be short.
    Apr 17 01:02 PM | 7 Likes Like |Link to Comment
  • U.S. kids again want iPads for Christmas ... and so do a lot of their parents. A Nielsen survey found 48% of kids aged 6-12 and 21% of kids aged 13+ are interested in buying an iPad (AAPL) over the next 6 months. That's similar to last year's numbers. Meanwhile, an Ipsos poll found 1/3 of U.S. consumers to be interested in buying a tablet this holiday season. 25% of them want a regular iPad, 15% want a Kindle Fire, another 15% a Samsung tablet, and just 8% an iPad Mini. NPD's Richard Shim estimates Q4 North American tablet shipments will total 21.5M, easily outpacing notebook shipments of 14.6M. [View news story]
    "Watch out when the economy turns south" Where do you think it has been for the past five years? As far as "tech savvy" is concerned, I definitely am not in that group. We like Apple products because we don't have to be "tech savvy" to have a good experience with their products. That, my friend, is why Apple is so successful.
    Nov 21 09:40 PM | 6 Likes Like |Link to Comment
  • Apple May Have Jumped The Shark And Reached Its Zenith [View article]
    Didn't Peter Lynch also say something along the line of finding a company you like or have observed doing well and invest in them (sorry I can't remember the exact quote)? Apple sure fits that bill.
    Jan 6 10:40 AM | 6 Likes Like |Link to Comment
  • New reports of 5C/5S order shifts; Apple can pursue Samsung injunction [View news story]
    I was in one of the Las Vegas Apple stores yesterday, and my wait to talk to someone to buy an iPhone 5s was 45 minutes. The place was packed.
    I remember reading just how difficult the iPhone 5 was to manufacture (many rejects due to quality issues) and that a "redesign" might be in order. That may be the 5c,since the 5 is no longer available. Maybe we are misreading Apple's rational for making the 5c. May not have been to offer a cheaper phone, but to simplify manufacturing and keep margins up. Long Apple.
    Nov 18 01:25 PM | 5 Likes Like |Link to Comment
  • 3 Stocks that Could Pay Out Larger Dividends [View article]
    If a company has excess cash, I have always favored a divided over stock repurchase. The former is measurable ($x per share) whereas I have not seen any easy formula to determine what the effect per share is on a stock repurchase. How can one determine what a stock would be selling for if the repurchase had not occurred? Also companies usually announce they will spend $ X amount of money over a stated period of time. You don't know, at any point in time, if the repurchase has occurred, or not.
    Nov 30 11:34 AM | 5 Likes Like |Link to Comment
  • As Apple (AAPL +4%) gets ready to unveil a smaller and cheaper iPad, the education market is taking center stage. Schools and colleges have already begun buying iPads en masse - education-related iPad sales doubled Y/Y in the June quarter - and the iPad Mini launch could accelerate this trend. Among Apple's efforts to cater to educational institutions: dedicated sales teams, regular meetings with school officials, financing for volume orders, and a digital textbook initiative[View news story]
    Have you seen the Apple ad showing the interactive" textbook"? Shows a book with a picture of a fly. In book form, it's just a picture. In digital form, if you touch the wings, they flutter and a box appears giving info on beats per second, etc. Touch the eye and all sort of info is presented, etc, etc

    Makes learning fun, or at least, certainly more interesting than a "dumb" textbook. No, this is the advent of a leap forward in education. Don't underestimate it!
    Oct 22 09:31 PM | 4 Likes Like |Link to Comment
  • Steve Jobs Vindicated, Google Next Target [View article]
    It is interesting that the jury did not find in Apple's favor on the patent pertaining to rectangles and curved edges (the only patent Samsung didn't violate, per the jury), but Samsung's attorney still cites this patent even AFTER the jury rendered its verdict.
    Aug 25 11:11 PM | 4 Likes Like |Link to Comment
  • Apple: Where From Here? [View article]
    I too like the concept of an iBank. Think of the advantage Apple could have if the customer doesn't pay: His device goes blank. That should get the delinquent customer's attention!
    Jul 28 12:36 PM | 3 Likes Like |Link to Comment
  • Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
    Seems I've read elsewhere that AAPL is now purchasing equipment formerly bought by its suppliers. Maybe some of the increase is really "development" rather than "research".
    Nov 27 04:50 PM | 3 Likes Like |Link to Comment
  • "It's not easy to make the iPhones. We are falling short of meeting the huge demand," says Foxconn (FXCOF.PK) chairman Terry Gou, suggesting iPhone 5 shortages aren't letting up. Another Foxconn exec made similar remarks last month. Analysts have reported Foxconn has enlisted a division that typically makes non-Apple (AAPL -2.8%) products to help address the shortfall. [View news story]
    An investor could sell at profit and buy back the same day to "lock in" his taxable gain.
    Here is what I'm concerned is happening. Apple was priced to perfection at 705. Now people are realizing that the treadmill Apple is on is going faster and faster. More competitors are competing for Apple's share. Apple has refreshed virtually all their products, so what is the catalyst for the stock to rally? China Mobile seems all there is. A blowout 1st fiscal quarter? Great, but what's next? The market always looks ahead.
    Remember, Google could do nothing for five years and it would still have a viable business model. If Apple did nothing for five years, it would be a Sony. The market is starting to see this.
    Although I am long Apple, I'm beginning to get discouraged.
    Nov 7 02:23 PM | 3 Likes Like |Link to Comment