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  • United Continental's Heavy CapEx Puts Cash Flows Far In The Future  [View article]
    Is there any public information detailing the operating cost advantage of the 787 over the 757, 767, etc?
    Dec 27, 2012. 11:43 PM | Likes Like |Link to Comment
  • Why The iPad Mini Will Benefit Apple's Gross Margins  [View article]
    Why are you ignoring the fact that the iPhone 5 launched at the tail end of Q3?
    Oct 21, 2012. 01:23 AM | 1 Like Like |Link to Comment
  • This won't help get rid of those iPhone 5 shortages: China Labor Watch claims 3K-4K Foxconn workers at a plant in the city of Zhengzhou went on strike this afternoon, protesting over a lack of quality control training needed to meet the iPhone 5's (AAPL -2.1%) exceptional requirements, and demands to work during a holiday. Multiple iPhone 5 production lines were reportedly put into a "state of paralysis." Two weeks ago, Foxconn had to shut down another Chinese plant due to a riot. Update: Foxconn denies a strike occurred, and claims production remains on schedule.  [View news story]
    3-4K workers? Isn't that a drop in the bucket?
    Oct 5, 2012. 05:37 PM | 4 Likes Like |Link to Comment
  • All-in? Amazon (AMZN) CEO Jeff Bezos confirms that its expanding network of warehouses across the U.S. will help reduce delivery times for online shoppers - potentially to the point that same-day delivery will be an option in some markets. It's a move that analysts say could either make the company the dominant retailer for decades or keep it mired with low profits due to the high costs of investing in the new warehouses.  [View news story]
    I'm not an Amazon shareholder or fan, but think about it this way. How many Best Buy stores are there in the Chicago area? Probably 10. If Amazon can serve Chicago with 1 or maybe 2 warehouses then they still have an advantage.

    On the contrary the more warehouses they have the inventory they have to manage and local demand trends they have to track.

    Maybe I'll go look at Best Buy's fixed assets and compare them to Amazon.
    Sep 12, 2012. 05:20 PM | Likes Like |Link to Comment
  • The New Seeking Alpha Portfolio iPhone App  [View article]
    iPad app please...
    Sep 12, 2012. 04:57 PM | Likes Like |Link to Comment
  • ARM Holdings: Don't Dig In Your Heels, Just Sell  [View article]
    Does anyone who disagrees with the author think ARMH is a buy?

    I welcome the back and forth as conflicting ideas reveal more than consensus...
    Sep 5, 2012. 10:36 AM | Likes Like |Link to Comment
  • iPhone 5 Will Be A Game Changer For Sprint  [View article]
    Take a look at Sprints data coverage map...
    Click on 4G LTE and you will see why the number os iPhone owners switching to Sprint is very limited. Texas, Missouri and Georgia are the only states where Sprint has 4G LTE... Don't be fooled by 4G WiMax
    Aug 13, 2012. 10:14 AM | Likes Like |Link to Comment
  • OIL: The Buy Of 2012  [View article]
    Why trade USO or UNG vs. USL or UNL?
    USO and UNG buy contracts for the following month while USL and UNL buy and hold contracts for 12 months.
    Jul 1, 2012. 02:02 AM | 1 Like Like |Link to Comment