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thotdoc

thotdoc
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  • Apple reportedly orders 5M-6M Watch units; car speculation swirls [View news story]
    I'm always looking for the AAPL bear case. IMHO Apple making a complete auto is the bear case, because that would mean Apple executives have swallowed their own cool-aid. And, they would be violating their Mission and Vision. As I said the bear case.

    Apple is working with a car so they can provide the software and related parts; they are not going to build a car. Ahhhh! the 24-hour news cycle,
    Feb 17, 2015. 02:24 PM | 18 Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    He is too unconscious to understand that he is admitting his pride or he is just too manipulative to care so he made this title to get clicks.

    The bottom line is that MB's advice re AAPL is one that has lost a tremendous amount of money.
    Feb 16, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    Apple will not produce a car or van.

    They are trying to understand how deeply they can integrate personal technology into that platform.

    If I'm wrong, then the bear case for AAPL has started because TC is, under those circumstances, drowning in his own cool-aid.

    The future of personal technology is just at it's beginning. A car is a platform for personal technology, it is not personal technology: I believe TC undesrtands that.
    Feb 14, 2015. 12:12 PM | 14 Likes Like |Link to Comment
  • Four Reasons Why Apple Pay Is Going To Win [View article]
    The watch will come into play when Apple sends you the second sign in notice. No need to pull out the phone, its all on the wrist.
    Feb 13, 2015. 04:45 PM | 2 Likes Like |Link to Comment
  • Gold Price Forecast For 2015 [View article]
    Thank you.

    I also respect your view re fundamentals and sentiment. But, I'm saying something in addition: The fundamentals aren't important in PM's. I truly understand we need to define what we mean by fundamentals, and you may have a set of fundamentals that you use. Excellent...most people don't and the market kills them because what we all individually think is a compelling fundamental case may be different for everyone who is making a fundamental case.

    My argument, respectfully, as you have been respectful to me, is that the main factor at play here is the wide spread belief that the Central Bankers can fix what isn't working. That is what is keeping PMs down in the face of the drama that is the world today...and using that logic, the worlds' money comes into the American $ and the US stock markets.

    So, when and if...and that is an important if...it becomes clear that the Central Banks, and especially the Fed, cannot bring the world out of the downward slide we are in, then the PMs will inexorably rise.
    Feb 12, 2015. 01:14 PM | 4 Likes Like |Link to Comment
  • Gold Price Forecast For 2015 [View article]
    Gold trades on sentiment...it is an almost purely emotional play.

    The rest is interesting information, but I wouldn't act based on words...rational ideas...with gold.

    Read the sentiment/emotions as described in hundreds of posts and articles, though not words and articles by perma-bulls. Look for a real understanding in most commentators that the Central Banks have lost control; that they are really helpless.

    While I believe that the situation is not under the control of the Central Bankers, I also do not believe that most people understand it that way. So, money will continue to flow into the American $. That will the the prevailing sentimental driver.

    What I get so far is that PMs have not bottomed yet.

    So, at this point, bring your PM % up to 5%, at least. Then, when you see at least a 15-20% move...up or down, begin to buy in, slowly...if you want to sleep nights. If you aren't worried about sleeping nights, and if it drops 15-20%, buy your base load. Then as it begins to move up, have a trading position.

    When the PMs begin to move up, it will be a long process of climbing the wall of worry over a period of years. It's OK to miss the 1st 20%.
    Feb 12, 2015. 12:16 PM | 2 Likes Like |Link to Comment
  • GEVO Acquires Stock Promotion Expertise With Plug Power CEO Board Appointment [View article]
    Or maybe they will sell them selves to PLUG.
    Feb 12, 2015. 10:25 AM | Likes Like |Link to Comment
  • Icahn publishes new Apple letter; shares near $125 [View news story]
    A company and stock like Apple only come around a few times in one's life.
    Feb 11, 2015. 09:06 PM | 6 Likes Like |Link to Comment
  • Amazon.com Will Probably Be Rated Junk [View article]
    It's funny how I think you are wise when we agree and stupid when we disagree. :-)
    Feb 11, 2015. 06:04 PM | 5 Likes Like |Link to Comment
  • Alibaba: Say Hello To The Aliyun Ecosystem [View article]
    West-

    The challenge to Apple, in China, will likely come from China. But, not in 2015. The Chinese populace wants the brand...that will not change in 2015. That process is just rolling out starting now.

    And, nothing from China will challenge Apple in the remainder of the world, for over a 5-years to a decade...if ever.

    And, remember Apple is a moving target, with an almost insurmountable lead. These companies are trying to get to where Apple was several years ago.

    And, you are talking about several companies who must fully integrate missions, goals and objectives as well as processes...while Apple is led by a truly excellent leader with a vision that was honed by SJ and the ability to truly stymie other organizations' production plans.

    Your first mistake is confusing what you wish will happen with how long things take to happen.

    Your second mistake is being short AAPL in 2014 & 2015. Worse would be advising someone to be short AAPL in 2014 & 2015 if you are responsible for their money.

    To make matters worse, I see you have no stock. That means this is a game to you. You are writing in theory based on game in your head. As I matured, I learned that reality and the games in my head often didn't match. That is the case for you. The game in your head and reality don't match in the time space that is called "Current Investments".

    Many of us have small fortunes in AAPL stock. We live with our decisions, you simply write what you believe is true in that game in your head...I'm giving you the benefit of the doubt.

    My advice to you is actually put several hundred thousand dollars of your money into shorting AAPL. Then, try to go to sleep at night.

    Then, continue to read about the supposed bear case that will occur in 2015. You won't find one. What you wrote is not a 2015 bear case.
    Feb 10, 2015. 10:09 AM | 5 Likes Like |Link to Comment
  • Intel's SoFIA - Can It Bring Success In Phones? [View article]
    Intel and Microsoft...more lucky than good; and they don't seem to know the difference.
    Feb 6, 2015. 10:58 AM | 4 Likes Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    Let's see:
    Paolo is worried about something that is not going to happen-specifically that the Android OS will grow to 200-300% larger than the iOS share.
    thomas is worried about his nose growing longer and his pants being on fire.

    I'm not worried because I bought AAPL at 12 and 20 dollars per share over 20 years ago, have studied Apple for several decades and can see that they have already won the smart phone wars.
    Feb 4, 2015. 01:13 PM | 30 Likes Like |Link to Comment
  • Microsoft's Management: Dazed And Confused Or Making The Right Moves? [View article]
    Did they mean buy the new OS and then upgrades for free?

    As you write, giving 10 away makes no sense.

    But to tell you the truth, IMHO, MS has always been lucky, not good.
    Feb 3, 2015. 12:13 PM | 2 Likes Like |Link to Comment
  • Microsoft Marketing Falling Incomplete [View article]
    dezee-

    I know you hate Apple. The best spin I can put on your comment is that your hatred has blinded you. Perhaps, you are blind in general...as your comment suggests.

    SA is not your basement and you are not among like minded friends.
    Feb 3, 2015. 11:39 AM | 9 Likes Like |Link to Comment
  • Why Investors Had Better Get Used To Google's Higher Expenses [View article]
    It is true that Apple's "competitors" are scrambling...first Samsung and now Google. MS is in there somewhere. Truth is, they are not competitors...they only have products in the same category.

    What we are seeing now, with Apple's "competitors" will only become more clear with the passage of time.
    Feb 2, 2015. 08:20 PM | 2 Likes Like |Link to Comment
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