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Kevin Murphy

Kevin Murphy
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  • Apple beats estimates, guides in-line [View news story]
    Yep, everyone that wants a phone already has one. Too bad for Tim Cook, next quarter they'll have zero revenue.
    Jan 27, 2015. 05:11 PM | 2 Likes Like |Link to Comment
  • A Diversified, High-Income, Lower-Risk CEF Portfolio For 2015 [View article]
    Question on KED: I see the summary on cefconenct.com, and it shows the big discount to NAV. However, NAV seems to be updated only every few weeks. As KED holds all MLPs, and MLPs have been hit during the recent crash in oil prices, I do not trust the NAV given by cefconnect.com.

    Did you get the NAV discount from a different source? Can we be sure that it is correct? In particular, one holding (EMES) has dropped over 50% in the last few months and it is shown on cefconnect.com to be almost 10% of the fund's NAV.

    It is important that we get recently updated NAVs to determine the actual discount or premium.

    Thank you for the article, it is very well done.
    Jan 3, 2015. 04:20 PM | Likes Like |Link to Comment
  • Why Apple's Retina 5K iMac And Mac Pro Increase Its Competitive Advantage [View article]
    Interesting table of unit sales of PCs, with AAPL at the #5 slot with about 5000 units shipped in the last quarter.

    It would be even more interesting to see the revenues from those 5000 units. I'd bet for sure that it dwarfs the revenues from Acer Group (6632 units), and probably also Dell (10,442 units). It might even approach the revenues from HP, number 2 on the list, with almost 15,000 units.

    And margin contribution? It could be the #1 manufacturer of PCs.
    Dec 30, 2014. 01:01 PM | 3 Likes Like |Link to Comment
  • Will Gaming Apps Sustain Apple's Software Growth? [View article]
    Hedge fund proceeds are being saved for a trimmer to expand his lawn & garden service.
    Dec 16, 2014. 11:33 PM | Likes Like |Link to Comment
  • Update: Apple's HealthKit Seeing Early Adoptions [View article]
    Exactly right.
    Google is a media company, their revenue source is selling advertising space to companies that want to sell you something.

    Apple is primarily a device maker, their major source of revenue is from hardware devices.

    Google goes so far as to give away Android for no charge to companies that want an operating system for a mobile phone. And Google gets the info -- it's uploaded from the OS that is embedded in each Android device. If Google stopped doing that, it would hurt their business significantly.

    Apple says that it does not collect such information and their business model does not depend on it.
    Dec 5, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Update: Apple's HealthKit Seeing Early Adoptions [View article]
    My dad died of a stroke while under the care of a cardiologist. We all die, and usually while under the care of some kind of medical professional.
    Dec 5, 2014. 10:30 PM | Likes Like |Link to Comment
  • Why Gilead Is A Better Buy Than AbbVie [View article]
    Paulo,
    I assume you already know that the only one paying the list price for GILD's product is Medicare, and maybe someone uninsure who walks in off the street.

    Oregon like most states has already negotiated discounts of 20% or more with GILD for their Medicaid program. Every insurance company in the USA has negotiated discounts. The Veterans Administration has negotiated deep discounts for its constituents.

    Every country in the world with a medical service pays less than the USA for GILDs product, Egypt pays about $1000 per patient for the full treatment.

    As I said, if you are at all interested in GILD you must be aware of this. So I am puzzled why you make the argument for ABBV that you do, based on price? It is rare that pharma companies undercut each other on drugs anyway, something that you are probably aware of as well.
    Dec 5, 2014. 04:49 PM | 6 Likes Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    Google's search engine is software in the same way that a cable company's business is hardware, or a TV network's business is broadcasting towers.
    Oct 9, 2014. 07:21 PM | 1 Like Like |Link to Comment
  • Invest In The Millennials, Invest In Apple [View article]
    As a grampa with kids & grandkids using AAPL stuff, I must agree that AAPL is appealing way beyond millennials. But it's true that the reason I use Macs & iPhones is because the family does. My kids are my support team and training team. What better way to get a moat around the products?
    Sep 19, 2014. 03:32 PM | 8 Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    Of course, AAPL would get a cut. Ok by me. They could invest my portion in a retirement account, or tuck it into my Starbucks card.

    Wow, the future will be awesome.
    Aug 26, 2014. 03:16 PM | Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    wow, a band that displays all around it. I could sell that real estate to Coke, Pepsi, maybe even Ford or Chevy. I'll get rich!
    Aug 26, 2014. 03:13 PM | Likes Like |Link to Comment
  • This Managed Duration Preferred CEF Has An 8.3% Distribution At A 10% Discount [View article]
    Raj, if you go to cefconnect.com you can search CEFs on different criteria.

    http://bit.ly/vdSVdQ

    There are lots of them...
    Aug 23, 2014. 11:43 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    How do they power the accelerators? Is it a huge cost in electricity? Are they using solar power somehow? Or putting their plant near waterfalls for cheaper juice, like GOOG & AMZN do?
    Aug 1, 2014. 02:20 PM | Likes Like |Link to Comment
  • Apple's 'Healthbook': Exactly What The Doctor Ordered, Especially For Women Like Me [View article]
    This is an excellent comment, thank you. And very well written. Are you involved in this kind of work in some way? You have obviously been thinking deeply about the use of information in health care.

    Thanks again.
    Jul 29, 2014. 10:12 PM | 1 Like Like |Link to Comment
  • Apple's iWatch Counting Down To The End Of The iPod [View article]
    Yep, the watch can just buckle into a bicep band, which just might hold an extra battery that recharges the watch. Or as someone else said, use the motion to generate electricity. I see kids wearing shoes with integrated LEDs that sparkle with each step...
    Jul 28, 2014. 10:17 PM | Likes Like |Link to Comment
COMMENTS STATS
74 Comments
153 Likes