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  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    This is exactly time to go long.

    With GILD's terrific future, if not now
    when do you go long, on a big fall?
    Oct 14, 2014. 10:14 AM | 7 Likes Like |Link to Comment
  • Northrop Grumman Gets Upgraded And Other New Developments [View article]
    Great and accurate piece, thanks.

    NOC is an old favorite of mine.

    "jive" is interesting. I think you
    mean "jibe." But we holders of
    NOC are certainly jiving at the
    good news.
    Sep 30, 2014. 04:54 AM | Likes Like |Link to Comment
  • 10% Forecast Growth At Apple: Is It Already Cooked Into The Current Price? [View article]
    Just as Bendgate turned out to be a lot of noise
    about nothing, the same is true of the enormous
    tax hike APPL is now supposed to face at the hands
    of the EU.

    European proceedings of this kind go on for years
    if not decades before they are resolved. So it will
    be many years before AAPL has to pay out even
    a single euro. If it ever does.
    Sep 29, 2014. 12:38 PM | 4 Likes Like |Link to Comment
  • Why Apple Has To Take Bendgate Seriously [View article]
    There is an easy solution. Offer a discount on the price
    of any Apple product bought in future by the owner
    of an iPhone 6 Plus.
    Sep 26, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Having been born outside the US and having
    lived most of my life outside the US, I cannot
    believe my eyes when I read this codswallop.

    I know all the countries mentioned. You'll
    find a hundred people or more in every one
    of them who wishes to move to America,
    compared to one person in America who
    wishes to move to any one of them. If
    you can find such a person in America.
    Sep 15, 2014. 03:27 PM | 3 Likes Like |Link to Comment
  • Akamai Technologies: An Investment Opportunity In A Growth Tech Stock [View article]
    In addition to the many reasons listed above, there is
    yet another reason why AKAM is an attractive stock.

    It may be a take-over target for BABA when BABA
    looks for a good use to make of the billions it will
    take in the IPO which is now pending.
    Sep 11, 2014. 02:10 PM | Likes Like |Link to Comment
  • More Rig Retirements To Come In Offshore Space [View article]
    Very useful, but what about SLB,
    perhaps the biggest and certainly
    one of the best?
    Sep 9, 2014. 08:33 AM | Likes Like |Link to Comment
  • Ryanair confirms Boeing purchase; deal includes option for additional 100 [View news story]
    Will they have coin-operated toilets?

    Ryanair is the master of squeezing every
    penny out of the hapless flyer, and the
    CEO once jumped on the question to
    get a lot of free pr by saying he was
    thinking about it.

    Didn't happen then, but who knows in
    the future?

    Take an empty bottle with you just in
    case next time you fly Ryanair.
    Sep 8, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • Update: Chevron's Stakes In Argentina Holding Despite Rocky Politics [View article]
    Excellent analysis, many thanks Jennifer, very reassuring
    to a Chevron investor who is well aware of the risks of
    anything connected with Argentine.

    My Chevron holding is many years old, but I'm
    still adding to it on dips. It is by far the canniest
    operator of any of the oil majors in an environment
    that gets more perilous by the day anywhere around
    the globe.
    Sep 5, 2014. 02:01 PM | 1 Like Like |Link to Comment
  • Making A Case To Be Cautious About Gilead Sciences [View article]
    Differentiated pricing is not new, it's being going
    on for decades. Superior management which
    GILD has can handle this without problems
    Sep 5, 2014. 09:01 AM | 2 Likes Like |Link to Comment
  • Investors Should Be Wary Of Write-Downs In The Offshore Drilling Sector [View article]
    What happened to SLB?

    Industry leader?
    Aug 28, 2014. 08:19 AM | Likes Like |Link to Comment
  • Australia's Largest Oil Discovery For 20 Years Is A Massive Scoop For Apache Corp [View article]
    My understanding has been that APA is shedding
    its non-US holdings, not developing them. So
    while this is a lovely find it is lightly that APA
    will seek to dispose of it, not develop it, so that
    it can continue to build its focus on the US.
    Aug 26, 2014. 02:02 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 01:21 PM | Likes Like |Link to Comment