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  • Apple: Why Privacy Protection Helps, Not Hurts, Its Business [View article]
    Apple unveiled an all-new News app delivering the best news reading experience on any mobile device.
    note: " - without compromising your privacy." which is clearly a selling feature.
    Just wait until the hearing on the Chinese hack of federal government workers' information and you will see just how much people care about cybersecurity.
    Jun 12, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • Apple WWDC: Making iPad Truly 'The Computer For The Rest Of Us' [View article]
    "Apple unveiled an all-new News app delivering the best news reading experience on any mobile device. Available with iOS 9 this fall for iPhone and iPad, News combines the visually rich layout of a magazine with the immediacy and customization of digital media. News follows over a million topics and pulls relevant stories based on your specific interests that can be easily shared or saved for later - without compromising your privacy."
    Jun 12, 2015. 01:41 PM | 1 Like Like |Link to Comment
  • Apple: Why Privacy Protection Helps, Not Hurts, Its Business [View article]
    A recent study found that IoT enables serious security breaches. With the recent cyber attack on U.S. federal employees by China, there is going to be more concern from users who don't want their personal and financial information hacked. IBM's Watson is being used to fight cyber crime.
    The MarketsandMarkets report identifies IBM, Intel, Booz Allen Hamilton, CSC, Lockheed Martin, Northrop Grumman, Sophos, Symantec and Trend Micro as leaders in cybersecurity. IBM is often quoted as being in the top three security software vendors with McAfee (Intel) and Norton (Symantec).
    Read More At Investor's Business Daily:
    IBM and Apple are expected to expand their business relationship. Both are in the top 10 of IoT companies.
    Google IoT Announcement Offers Little on Security, Researcher Says
    Jun 12, 2015. 01:18 PM | 2 Likes Like |Link to Comment
  • What Is Hidden In Alibaba's Charm Offensive [View article]
    Chinese impending rules on technology are only going to hurt Alibaba whose bank is using Chinese technology. The U.S. news is that federal employees information was hacked by the Chinese government. The hearing on that is in two days. I seriously doubt that businesses are going to subject their infrastructure to further cyber attacks from the Chinese government. Think about what cyber weapons could be unleashed by a Chinese bank who has no widely-accepted products. Would you give them your business account numbers?
    Jun 12, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Netflix: No Thanks - We'll Have Level 3 Instead [View article]
    More options are coming out for people who want to stream programming on the internet. CBS now has a CBS streaming offering for $6/mon and a recent announced Showtime offering for $11/mon. Netflix isn't the only option. Today, TV providers pay about $1.50 a month per subscriber for CBS, Huber said. CBS is TV's most-watched network, with popular shows like NCIS and The Big Bang Theory, and its slate of NFL football games puts it in a strong bargaining position with any TV provider.
    Jun 10, 2015. 01:46 PM | Likes Like |Link to Comment
  • IBM: A 10-Year Review Of Return On Assets [View article]
    An IBM shareholder I know thinks some traders of the stock follow Martin Jetter who is a VP at IBM. I do not know why. See the SEC filings for him below. One minute later Michelle Browdy and Stanley Sutula exercised options.
    SEC Filing Trade Date Transaction Amount Holdings Change
    Yesterday 5:25 PM View: View SEC Filing with Insider Transactions 08-Jun-15 Payment of Exercise
    (61 @ $166.10) ($10.13K) (2%) 2.49K to 2.43K
    Yesterday 5:25 PM View: View SEC Filing with Insider Transactions 08-Jun-15 Option Exercise
    (167 @ $0.00) 0 7% 2.32K to 2.49K
    Yesterday 5:25 PM View: View SEC Filing with Insider Transactions 07-Jun-15 Payment of Exercise
    (24 @ $167.97) ($4.03K) (1%) 2.35K to 2.32K
    Yesterday 5:25 PM View: View SEC Filing with Insider Transactions 07-Jun-15 Option Exercise
    (65 @ $0.00) 0 3% 2.28K to 2.35K

    From Wikipedia, the free encyclopedia
    Martin Jetter (1959- ), born in Germany, is a computer engineer and businessman. He studied at University of Stuttgart and received a master's degree in mechanical engineering from the same university.

    Jetter started to work for IBM Deutschland GmbH as an application engineer in 1986. He became a manager of the industrial sector of IBM Central Europe in 1999, and a director in charge of Siemens Group in 2001. He was promoted to CEO of IBM Deutschland in 2006, and an IBM Corporate Director of Strategy in 2011. In 2012, he became CEO of IBM Japan, Ltd.[1]

    In January 2015, he became the Senior Vice President of IBM Global Technology Services.[2]
    Jun 10, 2015. 12:07 PM | Likes Like |Link to Comment
  • General Motors: Just Say No To Italian Nightmares [View article]
    The only serious accident I recall with multiple deaths of teenagers was in a jeep. Something I will never forget. So check out the safety on rollovers before buying a jeep.
    Jun 10, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • Nimble +3.2%; Summit thinks Cisco, EMC, NetApp could bid [View news story]
    This stock is being pumped by Fox business news so I would be careful here at this price. There are many flash vendors. Wasn't flash business recently down?

    "there are also some 50 enterprise storage startups that started in the last seven years."
    Jun 10, 2015. 10:59 AM | Likes Like |Link to Comment
  • General Motors higher as merger buzz outweighs wire fraud talk [View news story]
    I actually cannot figure out why anyone in the media does not know the difference between the earnings of GM and the earnings of Fiat. Last quarter Fiat earned $.07.
    Fiat is suppose to earn $1.07 this year after $.98 last year. There is certainly no guarantee this is going to happen. Fiat pays no dividend to investors.
    GM earned $.86 last quarter. And yes I know the stock price is already more than twice that of Fiat. Still $.86 is 12 times $.07. GM is suppose to grow earnings from $3.05 last year to $4.46 this year which is 46% percent growth. And GM pays a dividend yield to investors of 4.1%.
    Jun 9, 2015. 01:31 PM | 1 Like Like |Link to Comment
  • General Motors: Just Say No To Italian Nightmares [View article]
    You have a perfect example of foreign influence, financial media, and hedgefunds attempting to ruin an American brand, steal money from US investors, and jobs from US workers. If no one on either side of the political spectrum says a word about this, you can see what is wrong with our politics and our government.
    Jun 9, 2015. 12:58 PM | 2 Likes Like |Link to Comment
  • At Its Highs, I'm Getting Less Bullish On Macy's [View article]
    I noticed buying on weakness yesterday in M. I think the stock will hold up. I'm not selling but I'm not adding either here.
    Jun 9, 2015. 11:37 AM | Likes Like |Link to Comment
  • Airline stocks grounded on capacity concerns [View news story]
    According to the WSJ Airlines are poised to deliver a 7.5% return on invested capital as compared to 5.7% last year. Already airlines are talking about walking back their capacity plans in the media. However earlier in the year, there were many bullish arguments for increasing capacity to respond to the increased summer travel. So my opinion is that the airlines have a lot of flexibility to increase capacity or reduce it to manage their own business. And that the primary reason to buy airlines now is because they are cheap and making a lot more money because of the lower cost of fuel. "IATA also upped its profit outlook for the global airline industry this year to $29.3 billion – it previously expected a profit of $25 billion. Profits last year were $16.4 billion." From WSJ.
    From WSJ "Capacity growth, for example, has been subdued. Domestic available seat miles, a measure of capacity, was 705.5 billion last year, according to the Bureau of Transportation Statistics. That was just 4.6% higher than 2010 and well below the 2007 peak. Average domestic round-trip airfares, adjusted for inflation, are up 7.1% since 2010. This shows up in the bottom line. ...

    Meanwhile, years of reducing debt enabled by low interest rates and falling costs have left airlines more robust. Among the big four, total debt to trailing earnings before interest, taxes, depreciation and amortization, or Ebitda, averaged 1.7 times in 2015’s first quarter. That has halved in just two years.

    And should the recent scare prove fleeting, these stocks can be had at a discount. The big four stocks’ average multiple of enterprise value to forward Ebitda is less than five times; Southwest traded at seven times in December. Current valuations also are at a discount to the broader market. The S&P 500 is at more than 10 times forward Ebitda. "
    Jun 9, 2015. 11:17 AM | 11 Likes Like |Link to Comment
  • Long-Term Bond Investors Should Consider VNQ [View article]
    I would cherry pick Reits and plan to do so. I have been wanting to add more healthcare reits and now they are at better prices. They pay higher dividends and are more dependable. Most of my reits are in CGMRX and CSRSX and I have been very happy with both mutual funds.
    Jun 9, 2015. 10:52 AM | 1 Like Like |Link to Comment
  • General Motors higher as merger buzz outweighs wire fraud talk [View news story]
    Mary Barra says it is speculation. There isn't any way that Americans are going to give another American automaker to the unprofitable Fiat.
    Jun 9, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • 20-Stock Retirement Income Portfolio [View article]
    Reits have out-performed the last decade and I do plan to add more to my portfolio for income. Tennessee does not tax dividends from Reits.
    Good decision to buy IBM. You will be rewarded long-term.
    Jun 8, 2015. 10:36 AM | Likes Like |Link to Comment