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  • A Long-Term Threat To Apple [View article]
    Icahn adds to his AAPL?

    Who needs to know any more than that?

    Buy AAPL.
    Aug 13 04:03 PM | 6 Likes Like |Link to Comment
  • Why Apple Will Never Buy BlackBerry [View article]
    The poor Canadians have been trying for
    years to get Obama to approve the Keystone
    pipeline which would be a terrific boon for
    both countries.

    The Canadians actually pleaded for a "no"
    on the grounds that any decision would be
    better than no decision.

    But Obama is messianic as Bill Clinton said,
    and so responds only to his own inner voices.

    So if AAPL did buy BBRY, the Canadian government
    could withhold approval unless the US finally approved

    That could work, but only after noon on January 20, 2017,
    when Obama leaves office.

    That would only be about nine years after the Keystone
    application was first filed with the US State Department,
    which approved it when Hillary was running State but
    the White House refused to agree.

    Poor Canada.

    Poor USA.
    Jul 28 02:22 PM | 3 Likes Like |Link to Comment
  • Oil prospectors shifting focus back to wealthy, more predictable countries [View news story]
    Yes indeed.

    That's what the Wall Street Journal says in
    in a long and much more detailed story
    starting on its front page this morning.

    What a happy coincidence.
    Jul 28 01:21 PM | Likes Like |Link to Comment
  • General Electric Vs. Boeing [View article]

    Golf swing? I'm now 87 so the only
    thing I'm swinging is my daily jar
    of red wine. The Harvard Medical
    School says that red wine from a
    cold climate is life-extending.

    Harvard probably added "in moderation"
    but that makes no sense. How can you
    have too much of a good thing?

    Anyhow I think keallen gets it wrong.
    Immelt's whole effort for his dozen years
    has been to simplify GE, to concentrate
    on what GE does best and get rid of the

    That strategy is coming to fruition now
    and the share price is starting to move up.

    I was concerned that the presence of the
    French government in the background of
    the Alsthom deal might harm the deal.
    My French friends reassured me on that,
    it is no problem.

    GE has been in France for many years with
    major operations and knows the scene and
    how to operate successfully in France.

    In fact the best thing for France, a country
    I know very well, would be for GE to run
    the whole place.

    Now that would really be complexity and
    Immelt would refuse that deal in about
    ten seconds flat. As General de Gaulle said,
    how can anyone run a country that produces
    490 different cheeses?
    Jul 24 02:10 PM | 10 Likes Like |Link to Comment
  • General Electric Vs. Boeing [View article]
    Many thanks Bret for this helpful analysis.

    I have both GE and BA.

    You are very timely in your conclusion
    because BA is down about 2% at the moment
    and so I will add to my position.

    I am totally in favour of simplicity because
    I am now older and complexity gets harder
    and harder for me to handle.
    Jul 24 01:36 PM | 3 Likes Like |Link to Comment
  • The Fourth Arrow Option - How Japan May Side-Step Structural Reform [View article]
    Very interesting and thorough.

    But with one important omission.

    What about rising tensions with China
    where each side is dragging out the
    horrific past deeds of the other, inflaming
    public opinion?

    Coupled with reducing role of America as
    peacemaker between Japan and China,
    reducing which will continue at least until
    Obama leaves office January 20, 2017,
    serious reductions in America's military,
    coupled with serious rises in militaries of
    both Japan and China.

    No replacement for America in this role, so
    war cannot be excluded.
    Jul 19 10:00 AM | Likes Like |Link to Comment
  • Verizon Looking To Challenge Akamai With New Cloud-Based Web Application Firewall Service [View article]
    So what's your conclusion on AKAM?

    Buy? Sell? Hold?

    Jul 9 07:18 PM | Likes Like |Link to Comment
  • Apple's Tax Bill Is About To Get Much, Much Bigger [View article]
    Europe completes nothing in twelve months,
    this will take a lot longer.

    And will not end in any kind of clarity, it
    will be the usual Brussels fog of confusion.

    No reason to worry.
    Jun 23 05:35 AM | 17 Likes Like |Link to Comment
  • Apple: What I Want For Christmas [View article]
    Very good and very entertaining.

    I think you get paid by the word.
    How many words?

    I've been waiting for AAPL below $600
    to add to my modest holding. I seem
    to have missed the boat on that one.

    Should I raise that to $625 now?

    I got lucky and sold some at $702.

    Did that use up my quota of good AAPL luck?
    Jun 5 04:08 AM | 2 Likes Like |Link to Comment
  • Russia-China gas deal could "squeeze economics" of Canada LNG projects [View news story]
    There is less there than meets the eye in the China-Russia deal.

    In dealing with the Chinese negotiations don't end with signing the deal. Negotiations start with signing the deal.

    Negotiations have been going on for more than a decade and will go on
    for half a decade more before the Chinese get their first whiff of Eastern
    Siberia gas.

    There is no price, that will not be fixed until or even after first deliveries
    five or more years from now.

    Putin played the idiot fool for the Chinese so that he could go home with
    a "deal" to save his face.

    Russia is in a very poor state, economy the size of Italy and declining.
    Collapse is possible in a few years.

    One Russian analyst said the deal was between the Russian rabbit
    and the Chinese boa-constrictor. Rabbits have little to say in
    dealing with boa-constrictors.
    May 30 12:52 PM | 3 Likes Like |Link to Comment
  • Argentina's Need For Energy Drives Investment [View article]
    Very well said, Jennifer.

    As with many other Latin American
    countries, Argentina has been called
    the country of the future, and always
    will be.

    But now it is Brazil's turn, and
    now Argentina looks more hopeful.

    I'll take Chevron's word for it.

    Nobody is better placed, and when they
    are betting their own capital, that is an
    additional element of confidence.
    May 7 11:02 AM | Likes Like |Link to Comment
  • Argentina's Need For Energy Drives Investment [View article]
    Does anyone think that Chevron is not aware of the risks
    it is taking in Argentina?

    Chevron has probably the best management of any of
    the oil majors.

    Chevron does not have to put a peso into Argentina, it
    has dozens of alternatives.

    I am a long-term holder of Chevron and am buying
    more on dips.
    May 7 08:47 AM | 1 Like Like |Link to Comment
  • Chevron Has No Growth [View article]
    I have no opinion on EVS but the market hasn't
    unfriended CVX as much as might as you might
    expect with all these negatives floating around,
    some facts but more speculation.

    Why? Because perhaps CVX has the best management
    of all the oil majors. And that is what most counts in
    the kind of unsettled world and markets ahead.

    I'm sticking with CVX even my time horizon is
    only two years.

    What else can my horizon be at age 87?
    May 2 11:51 AM | 6 Likes Like |Link to Comment
  • Celgene In 2015: $200 Per Share [View article]
    Marvellous analysis, many thanks.

    I have been building positions in both
    CELG and GILD since the biotech
    bust because the record shows clearly
    that both have done well over several
    years in both bull and bear markets.

    Cramer has just said avoid biotech on
    CNBC but he is dead wrong to lump
    all biotech together. The sector is
    down 18% which is deserved by many
    of the newer, smaller, outfits with no
    or little track records.

    But for a long-term investor this has
    been a terrific opportunity to buy
    on the cheap CELG, GILD and maybe
    two or three others.

    Dominic Chu, the new guy on CNBC,
    hesitated to disagree with Cramer
    the great icon, who I fear is going
    to do himself damage if he continues
    to get excited, he's not so young.
    Dominic tactfully hinted that not
    all biotech was the same.
    Apr 29 01:11 PM | 2 Likes Like |Link to Comment
  • Is It The Right Time To Buy Apache? [View article]
    I thought it only sold half of its Egyptian
    operations, to one of the Chinese big
    state companies.

    The pro forma does indeed show Egypt
    still with a significant 13%

    Will it sell the other half?

    Any comments?
    Apr 24 06:48 AM | Likes Like |Link to Comment