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Momintn

Momintn
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  • Why Apple's Dividend Increase Is A Disappointment [View article]
    I think anyone who sells is a short-term trader. It is disappointing that the stock is down today but I am not concerned. This is what happens sometime when people take profits because the stock is at its all time high. Consensus EPS estimate is up 34.8% for 2015. And now with the buyback analysts will raise estimates which will be good for the stock.
    Apr 28, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    Jack Bogle: I Wouldn't Risk Investing Outside the U.S. - Dec 9, 2014
    He says buy U.S. Multinationals instead of investing in Europe.

    Following hedge funds is a trade and you will lose money when they sell.
    Mar 7, 2015. 10:31 AM | Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    Go look at the last run up in the US dollar from June 1995 to February 2002. US dollar went from $85 to $112 for a 31% gain while the DJIA went up 119% and the S&P 500 went up 111%. IBM went up 400%. So much for the stronger dollar! JNJ went up 250%. DUK went up 92%. BAC 124%
    "A strong dollar has historically been stock market-bullish;" Barrons
    http://bit.ly/1aSSwc2
    Jan 2 WSJ: "The WSJ Dollar Index, which tracks the U.S. dollar’s performance against 16 other currencies, opened the year on Friday with a 0.8% rise. That gain builds on a 12% rally in 2014 that bolstered the allure of U.S. stocks and bonds."
    Mar 7, 2015. 10:01 AM | Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    There was an article on Marketwatch last year that said there is no historical correlation between a strengthening currency and stock performance.
    Mar 5, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    In the past 6 months, the US dollar is up around 15% while AAPL is up 24%. Doesn't look like currency has been a problem for them. Think about this, the earnings yield is in US dollars, which seem to be worth more every quarter. And these global companies can borrow for next to zero to buy up smaller companies or grow their product line or buyback their stock.
    Mar 5, 2015. 03:08 PM | 5 Likes Like |Link to Comment
  • Here We Go Again: No, Apple Will Not Replace Intel [View article]
    I don't think Intel's business is going away as far as PCs but more people are buying smartphones than PCs. Take a look all the smartphones in Verizon's stores and the people in line on Saturday. And IBM has an opportunity to replace large X86 server farms with their new mainframe announcement. This isn't going to be good news for Intel. But Intel will do fine with the many things they do. I just don't think stocks that went up 40% last year will give you the most return this year. But if I owned Intel, I would not sell the stock.
    Jan 16, 2015. 11:10 AM | Likes Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    I have never figured out why someone would want to own shorts when they can just buy something else. Shorts are not an asset, but a bet.
    Jan 8, 2015. 08:50 AM | 2 Likes Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    Both stocks can do well. Both have partnerships with IBM. I like Apple better though because of the potential for them in new big business.
    Jan 7, 2015. 03:05 PM | 1 Like Like |Link to Comment
  • Apple: What Drives Upside From Here? [View article]
    Institutional ownership is 61.90% which is good.
    Jan 6, 2015. 07:36 PM | Likes Like |Link to Comment
  • Apple Investors Should Think Twice About 2015 [View article]
    IBM has helped more than 30,000 clients around the world with 40,000 industry experts. Today, IBM has 100+ cloud SaaS solutions, thousands of experts with deep industry knowledge helping clients transform and a network of 48 cloud data centers worldwide. IBM’s social media efforts have uncovered millions of dollars in sales. IBM has become the #1 digital advertising company globally.
    IBM MobileFirst for iOS solutions are now available to enterprise customers in banking, retail, insurance, financial services, telecommunications and for governments and airlines, thanks to an unprecedented collaboration between Apple and IBM. IBM clients announcing support for IBM MobileFirst for iOS solutions on Dec 10 include: Citi, Air Canada, Sprint and Banorte.
    AppleCare for the Enterprise provides IT departments and end users with 24/7 assistance for their devices from Apple’s award-winning customer support group, with on-site service delivered by IBM.
    Apple will do quite well with their IBM partnership. It has only begun.
    Jan 6, 2015. 03:24 PM | 8 Likes Like |Link to Comment
  • Apple: What Drives Upside From Here? [View article]
    IBM will be the number one provider of enterprise security five years from now and Apple will brand those end-user devices with the best in security features....my prediction.
    Jan 6, 2015. 02:15 PM | Likes Like |Link to Comment
  • Apple: What Drives Upside From Here? [View article]
    It wouldn't surprise me at all if Apple comes out with some special enterprise solutions on new devices sold by IBM. IBM and Apple are doing a lot of research on the IoT and connectivity. The big security risk for corporate theft is their own employees. Tracking their whereabouts and activity is paramount for security reasons. Locating devices and restricting their movement is key to preventing theft of information. Hiding data on lost devices which is only recoverable by corporations with a key to access IBM's cloud for backup would be nice.
    Jan 6, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • Apple: What Drives Upside From Here? [View article]
    People selling ETFs like the QQQs.
    Jan 6, 2015. 01:53 PM | Likes Like |Link to Comment
  • Apple: What Drives Upside From Here? [View article]
    Apple will do well this year with the IBM apps and IBM marketing reps selling Apple products. Wall Street likes to focus on consumer companies, but Apple is now going to be a company that sells to business. This is additional revenue for both Apple and IBM. By the way, IBM has not been selling Apple, Microsoft, Dell, or HP products previously. This Apple/IBM partnership is completely a new game changer. I look for more announcements between them, especially in security and applications for the end user.
    Jan 6, 2015. 10:42 AM | 4 Likes Like |Link to Comment
  • Buy Signals Triggered Today In Apple [View article]
    IBM begins selling Apple's smartphones and ipads in India. See my stock talks.
    Dec 17, 2014. 10:55 AM | Likes Like |Link to Comment
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