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  • The Innovator's Dilemma: Is Apple A Sustainer Or Disrupter? [View article]
    It's clear that apple is special. They are sustainers to their existing product line, of course, like any company is and ever will be. But they are also always on the lookout for new markets (tv). The author is saying that all of apple products were incremental improvements at the time of their launch, which I disagree.
    Jan 1, 2013. 09:52 AM | 3 Likes Like |Link to Comment
  • The Innovator's Dilemma: Is Apple A Sustainer Or Disrupter? [View article]
    I thought I came here to read something interesting and useful. The book clearly summarizes the major problem of big technology companies. However, this article is nonsense...and it shows that the author does not know how apple functions as a company. To say that apple is a sustainer is ridiculous. When you say that apple only did incremental improvements to the pc, phone and tablet market you are missing the point. Did Western Digital create an entirely new product? No, they took the hard drive and made it smaller and it reached to new customers. Same thing with the Mac, Ipod, Iphone and Ipad. Yes, the technology was already available at the time, but apple was the first one to successfully market it and disrupted the market with those products. People will say that apple now is only improving their existing product line, which is the farthest from the truth. Apple is not afraid to change its products to serve a new market to stay ahead even if it means cannibalizing their lineup. They've shown that with the Ipad mini. Apple is built around the foundation of creating the next best thing, always thinking about future products. A quick read of the book "Inside Apple" will help you understand how the company functions.
    Jan 1, 2013. 09:35 AM | 6 Likes Like |Link to Comment
  • Why McDonald's Is Significantly Overvalued [View article]
    I also believe $MCD is a good buy for long-term investors. Maybe you could get in at a cheaper price in the near future, due to the weaknesses in the Asian and European markets. However, their long term prospects won`t be affected. Once the crisis is resolved (and it will), $MCD will shine again delivering double digits growth. We've recently added $MCD to our ''Great Investments'' page:
    Jul 15, 2012. 09:19 PM | 1 Like Like |Link to Comment
  • Billionaire David E. Shaw's 5 Dividend Picks [View article]
    Great picks.
    Jul 14, 2012. 12:24 PM | Likes Like |Link to Comment
  • The Buckle Is On Sale [View article]
    Great article. BKE looks like a screaming buy based on fundamentals. Those special dividends generate a very attractive yield. Yes, growth in the future for BKE will not be as fast as it was in the past, so return expectations should be reduced. However, I still see an easy 5-10% growth in sales and free cash flow in the coming years, which makes it attractive to buy at this price. I would challenge someone to give me a reason not to buy it.
    Jul 4, 2012. 10:55 PM | 1 Like Like |Link to Comment