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xtralumpygravy

xtralumpygravy
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  • More on Apple: 1) Rumors are floating around that Apple is thinking of bolstering iOS 6 Maps by acquiring Waze, developer of a popular traffic/navigation app that relies on crowdsourced data. 2) Sources tell The Next Web Apple is partnering with Broadcom (BRCM +2.7%) to support the next-gen 802.11ac Wi-Fi standard in upcoming Macs. Broadcom already supplies Wi-Fi/Bluetooth combo chips for iOS gear. 3) Raymond James (Outperform) has lowered its March quarter iPhone sales forecast by 5M units to 37M, albeit while raising its Dec. quarter forecast by 2M to 48M. [View news story]
    a lot of AAPL chat seems to be no more than market following;
    Jan 2 01:17 PM | 1 Like Like |Link to Comment
  • Target's (TGT) decision to stop selling Kindles was due to its unhappiness with being a mere showroom for Amazon's (AMZN) site, suggests the NYT. The decision comes months after Amazon's Price Check app, which encourages the showroom phenomenon, triggered a strong backlash. Piper's Gene Munster thinks Wal-Mart (WMT) is a far more important partner to Amazon than Target, given its higher store count and stronger rural presence.  [View news story]
    Also note that Wal-Mart is now an important seller of low-end Apple stuff: iPad 2, Touch, Nano, Shuffle among others. In fact, I bought my iPad 2 there a couple of days ago, and notice that in th case of the iPods there was a small discount over Apple. At $399 the basic iPad 2 that comes with the identical operating system to the iPad New is a steal.
    May 3 12:04 PM | Likes Like |Link to Comment
  • Interest in the Kindle Fire (AMZN) appears to be slipping, according to ChangeWave's January survey. Only 12% of respondents said they're likely to buy a Fire, down from 17% in December. Moreover, only 54% say they're "very satisfied" with the device, well below the iPad's (AAPL) 74%. Owners like the Fire's cost, display, and ease-of-use, but often complain about its lack of camera and volume buttons. (previously)  [View news story]
    What i find really disappointing in Seeking Alpha's discussion is the total disconnect between what Fire can do and where it might be going; in particular, can SA's Portfolio run on Fire ? Does SA have in mind an app for SA ? These are key questions about the business utility of both AS and Fire.
    Feb 2 10:08 AM | Likes Like |Link to Comment
  • Risk Off: Gold, Silver And Treasury ETFs Outperform [View article]
    your ETF screen did not allow AGQ to be on your list; it would surely have clobbered everything else; I am 50% AGQ and 50% AG in my precious portfolio and likely to keep them there long-term;
    Sep 4 10:20 AM | Likes Like |Link to Comment
  • Silver: Why I'm Still Short [View article]
    nice reading BUT; i have ridden AGQ down with a small loss but the point is, where are possible bottoms; my holding is backed by a pile of cash, and my question is, when do i begin to accumulate?
    May 5 09:08 AM | Likes Like |Link to Comment
  • Eric Schmidt's Next Act [View article]
    If Jobs decides not to return to Apple, then I can see him encouraging the Board to pick Schmidt, who is, I believe, on friendly terms with Jobs; all this in about a year.
    Jan 25 12:09 PM | 1 Like Like |Link to Comment
  • Interview: Precious Metals Expert Alka Singh Talks Gold and Silver Producers With Growth Potential [View article]
    I share Slvrizgold's remarks viz: First Majestic Silver.

    My own Pilgrim's Progress during this last depression has taken me from GLD to CEF to SLV to SLW and finally to FRMSF and its new reincarnation on the Big Board as AG; diligence is long overdue on the little beauty and I note that Seeking Alpha links it to Agco and doesn't recognize that there was no change in share structure when it went over from Foreign Pinks to the NYSE; it is, apart from Canada, traded on the Frankfurt exchange; it is not useful for internet listing companies to omit tacking on historical FRMSF data to their AG listings; in the end, of course, I should not be too bothered; as an 84-yr-old retiree I rely entirely on a good medical package, Social Security and an IRA, where distributions are taxed uniformly, whether from divis or cap gains.

    Postscript: I see that volume is picking up quite nicely.
    Dec 29 11:16 AM | 1 Like Like |Link to Comment
  • Top Silver Plays: Endeavour Silver, Hecla Mining and Mag Silver [View article]
    as I understand it WF don't want their traders in the recommending business; he let me know where the market was at that moment, 12.32, and liked my choice of 12.40 for a Buy; in fact he got me 12.35. I guess I could go over to my old broker, eTrade, where I'd have a virtual Bloomberg machine, but I'm an 84 yr old retiree and have other interests;
    Dec 11 12:08 PM | Likes Like |Link to Comment
  • Top Silver Plays: Endeavour Silver, Hecla Mining and Mag Silver [View article]
    I graduated from GLD to SLV to SLW, and most recently added FRMSF in equal weight; silver is now 30% of my portfolio; for the first time I let a trader at Wells Fargo handle the Buy and he coached to a list price which he was able to improve on within 4 mins, all at no cost; a good example of man over machine.
    Dec 11 10:22 AM | Likes Like |Link to Comment
  • Despite Lower Prices, Gold and Silver ETFs Stay Appealing [View article]
    despite? i think you mean because of.
    Jul 1 08:38 AM | Likes Like |Link to Comment
  • Why You Should Keep an Eye on Gold ETFs [View article]
    when are you folk going to realize that a logarithmic price scale is the most informative way of:

    1. Seeing price behavior over a long time scale

    2. Comparing price-behaviors over any time scale. e.g. GLD and SLV.

    Apr 22 09:04 AM | 1 Like Like |Link to Comment
  • Canada's Market Set to Outperform [View article]
    Just add water

    wow! did none of you notice that CEF had taken a major tumble, presumably due to the perceived dilutary effects of the new issuance? The problem with CEF is that it sells at a significant Premium which previously I have always taken as a Do Not Buy signal. They may assert that the issuance is designed not to affect NAV, but it sure whacked those of us who buy and sell at market. In future I'll convert back to GLD and SLV in a 1:50 oz ratio.

    Aagh!

    fidelio
    Apr 8 03:45 PM | Likes Like |Link to Comment
  • Stewart vs. Cramer: A Cheap Shot [View article]
    it is a fact that most analysts most of the time are talking up stocks, not talking them down; how often do the folk at CNBC advocate cash? Cramer's rant would be much more acceptable if he specifically targetted the 5% of a portfolio that people might hold for scary stuff. He would then have a genuine reason for calling the program Mad Money.

    Disclosure: About 75% in CEF and 25% in USL.
    Mar 15 08:08 AM | 2 Likes Like |Link to Comment
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