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2MuchDebt

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  • Offering bigger displays than the iPhone has helped Android gain smartphone share ... can it help tablet OEMs trying to challenge the iPad's high-end dominance? While a Microsoft insider claims a 14.6" "Surface Book" is being considered, SamMobile passes on a rumor that Samsung (SSNLF.PK) is working on a 13.3" tablet with a built-in keyboard dock. Barring hardware advances, devices of such size will get uncomfortable to hold after a while. Separately, reports are floating around that the Galaxy S IV will feature a 5" 1080p OLED display and 13MP camera. [View news story]
    Personally I'm not a fan of the larger phone trend. I think the iPhone5 is a great size and there's no need to go bigger. What is the appeal of having a larger phone? Please don't say watching movies...
    Dec 5, 2012. 08:13 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) announces the iPhone 5 will go on sale in China on Dec. 14, and the iPad Mini and 4th-gen regular iPad on Dec. 7. That gives Apple a little over 2 and 3 weeks, respectively, to rack up (authorized) Chinese sales of the devices in FQ1. The iPhone 5 launch was widely expected, given regulatory approval and China Telecom's (CHA)  pre-orders. Separately, Apple has begun selling the iPhone 5 unlocked in the U.S. at prices ranging from $649-$849. (PR[View news story]
    That may be racchole, but people love the iPhone and Apple products and Apple is selling them like crazy. As a shareholder, I don't care what people do with the phone as long as it's selling well and profit margins are fairly stable as volume will make up for any small declines in profit margin.
    Nov 30, 2012. 12:42 PM | 1 Like Like |Link to Comment
  • Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses[View news story]
    I agree. I have transitioned to Apple hardware and software. It's easy and reliable, unlike Microsoft.
    Nov 29, 2012. 10:41 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) reverses a sizable early decline and goes flat premarket as Gene Munster says his team's checks show iPhone 5 supplies are improving, and it may be just 2-3 weeks before the phone is "consistently available to consumers." [View news story]
    It's about time we see support for this stock. Even if growth and earnings slow, this stock is still attractive at these levels.
    Nov 9, 2012. 08:43 AM | 1 Like Like |Link to Comment
  • More on Jobless Claims: Today's print and releases over the next few weeks are likely to be skewed by the Hurricane. At first, says UBS' Maury Harris, the numbers will be lower as claimants are unable to file. Later, the Hurricane "will undoubtedly cause" an increase. [View news story]
    @ bbro: The headline clearly states "Today's print and releases over the next few weeks are likely to be skewed by the Hurricane. At first, says UBS' Maury Harris, the numbers will be lower as claimants are unable to file. Later, the Hurricane "will undoubtedly cause" an increase." I don't admire your attempt at being a smart alec. The weekly jobless claims are still in the high 300k's no matter how you skew it.
    Nov 8, 2012. 09:11 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: -9K to 363K vs. 369K consensus, 369K prior. Continuing claims +4K to 3.26M. [View news story]
    It's scarier when you consider how so many people are already without jobs and companies have gone to extreme lengths to create lean work forces through significant job cuts over the past few years. You would think this number would be much lower in a healthy economy given the economic landscape. Plus the number is actually closer to 400,000, but I would see your point if the aforementioned weren't true.
    Nov 1, 2012. 11:50 AM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR[View news story]
    Earnings and the accompanying commentary tell a story. Nothing is noise. Being successful in the stock market is not about doing arithmetic after the fact. If that's your strategy in this market, good luck because you've already lost out on the gains/opportunities.
    Oct 25, 2012. 04:58 PM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR[View news story]
    FQ4 EPS of $8.67 misses by $0.08. That's how: it's an earnings miss.
    Oct 25, 2012. 04:42 PM | 1 Like Like |Link to Comment
  • Stop worrying about the election, the fiscal cliff or the state of the economy for that matter, advises John Bogle. Investors need to stay focused on the long haul, regardless of market conditions, Bogle says. Good business will survive, so focus on investing rather than speculating. “Get out of the casino, own corporate America and hold it forever.” [View news story]
    Obama, or government more generally, has little to do with corporate America's profitability. Corporate America learned valuable lessons from the recent recession that have nothing to do with government, including implementing more lean cost structures, and these lessons magnified profitability as demand returned. Unfortunately this is the kind of mind set many people may have come election time. There is a great divide, however, between corporate America's profitability and the well being of its citizens. The increased number on welfare programs highlights this great divide as more people have become addicted to government assistance and have the "entitlement" mindset. Obviously there are many people who are out of work and working hard to get a job and I feel for those people. So before you vote (and I don't care which way you vote) understand that Obama and his support staff don't deserve too much credit or too much blame for the profitability of America as a whole. Corporations will generally find a way to be successful and profitable. It's just been more difficult under the Obama administration.
    Oct 17, 2012. 08:55 PM | 1 Like Like |Link to Comment
  • More on Windows 8: 1) A recent Forrester survey adds to fears of poor enterprise adoption. Only 1/3 of respondents said they expect/plan to use Windows 8, compared with 2/3 who said the same about Windows 7 in '09. 2) Shipping times for the $499 Windows RT Microsoft Surface model have risen - Microsoft reportedly ordered 3M-5M Surface units for Q4. 3) Windows RT and its pre-installed apps consume 12GB of storage (12x more than iOS). [View news story]
    Oops!
    Oct 17, 2012. 02:09 PM | 1 Like Like |Link to Comment
  • According to a recent study, it appears that taking a multivitamin daily could reduce the risk of cancer. A large clinical trial of nearly 15K older male physicians followed for more than a decade found that those taking a daily multivitamin experienced 8% fewer cancers than the subjects taking dummy pills. Researchers say that it's a statistically significant reduction, and the findings will be presented today at an American Association for Cancer Research conference. Vitamin Shoppe (VSI +1%) and GNC Holdings (GNC +0.3%) both move higher on the report. [View news story]
    There have been many studies about the health benefits of multivitamins. Unfortunately a lot of the studies, some of which include larger test groups, show just the opposite is true; that multivitamins negatively affect a person's health.
    Oct 17, 2012. 12:40 PM | 1 Like Like |Link to Comment
  • The U.S. is heading towards fiscal disaster and no one in Washington is doing anything about it, warns a trio of experts. Erskine Bowles and Alan Simpson - authors the Simpson-Bowles reform plan - along with Goldman Sachs CEO Lloyd Blankfein are concerned that investors are putting way too much faith in Congress and the White House to work out a deal. Those people are just "whistling around the market" right now, and they're likely to get creamed, Simpson notes. "They really believe honestly that no Congress could be this stupid, and by God, they can.” [View news story]
    @Terry330: If you were offered a job where you would earn $1 million a year in salary and $2 million in additional benefits (stock options, bonus, etc) would you turn down the job opportunity? If you would turn down the job then good for you and I respect your arguments. However, if you would accept the job, which I would guess 99.9% of people would, then you are a hypocrite and your arguments are hollow. The U.S. is a capitalist society. If you dislike capitalism, I suggest you move to another country with different values.

    What is not brought to the American people's attention are the donations and philanthropic activity of the wealthy. I would like to see some stats on this, but I know some ultra wealthy give back to society through philanthropic activities.

    Some jobs offer more money than others. That's economics. It depends on the value created by the person in that job. Don't hate someone because they work hard or create a significant amount of value to someone or something. This reality won't change anytime soon.
    Oct 11, 2012. 10:15 PM | 1 Like Like |Link to Comment
  • It's now been nearly 2 months the bulls in the AAII Investor Sentiment Survey have remained below average. For the week ended Oct. 10, the bullish camp shrank 3.3 points to 30.6%. Bears acquired players from both the bull and neutral teams, growing 5.6 points to 38.8%. [View news story]
    Tack: I'm not trying to be smart when I say this but if you're really bullish on equities then why isn't your portfolio more heavily skewed toward equities?
    Oct 11, 2012. 08:20 AM | 1 Like Like |Link to Comment
  • Sep ISM Manufacturing Index: 51.5 vs. 49.7 consensus and 49.6 prior. Prices index 58.0 vs. 54.0 prior. Employment 54.7 vs. 51.6. Inventories 50.5 vs. 53.0. New orders 52.3 vs. 47.1. [View news story]
    Housing is surging??? Sure... Okay, I'll give you that housing is moving in the right direction, but it is not surging (poor choice of words). Also note the levels we're at. Take a look at these charts and tell me housing is surging / strong. Housing has also become a smaller portion of GDP over the last few years. 30 year mortgage rates have been at or below 5% since late 2008, which by the way was more than a 40 year low! What was holding people back? Oh that's right, credit quality and lack of confidence. Credit quality is still sub-par and confidence is slowly increasing. Also, the savings rate has been in decline recently and now stands at 3.7%. Not a lot of savings to sustainably drive our GDP figures higher (especially considering our continued weak non-farm employment figures). The Fed's stance on monetary policy should make clear that our economy is not strong and surging, it's weak and limping along. Otherwise, why the need for the unorthodox and dangerous policy actions of the Fed?

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    Oct 3, 2012. 11:38 AM | 1 Like Like |Link to Comment
  • Sep ISM Manufacturing Index: 51.5 vs. 49.7 consensus and 49.6 prior. Prices index 58.0 vs. 54.0 prior. Employment 54.7 vs. 51.6. Inventories 50.5 vs. 53.0. New orders 52.3 vs. 47.1. [View news story]
    Strong and surging? You're delusional. The economic data is pointing to a weakening U.S. economy heading into year end. And the U.S. economy is already very weak at this point. You must be looking at U.S. economic data from the mid 1990's because if you were looking at the recent economic data and you were reasonably intelligent you wouldn't be saying "strong and surging".
    Oct 1, 2012. 10:00 PM | 1 Like Like |Link to Comment
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