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drekon

drekon
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  • Zaky: Apple's P/E Ratio Falls to Lowest Level Since Financial Crisis Despite 92% Earnings Growth [View article]
    I couldn't agree more. I don't know much, but it seems a subscription business can't be ignored. It makes sense that the roadmap was to build the world's "coolest" user friendly gadgets, gain 100's million users worldwide that become loyal to the Apple's simplicity and offer services on that platform for a monthly fee.

    A Netflix partnership is interesting, but Apple has content deals in place already and has the bankroll to price Netflix out of the market. As a consumer, I would rather buy one family of Apple products that offers music, movies & video games at home/on-the-go instead of buying a Blue Ray for AMZN or Netflix, an HTC cell phone and Nintendo Wii. They could charge a monthly fee while lowering the consumers' total fees. Assuming it true that I no longer have to sync or worry about computer crashes losing my purchases - I will be buying all Apple products in the future.
    Jun 3 01:37 PM | 2 Likes Like |Link to Comment
  • "Fed is going to skip QE3 and go right to QE4," says a wag following the terribly weak NFP report.  [View news story]
    Nice bumper sticker - please explain how "reps got us into the mess" and why it takes more than $4 Trillion and 2.5 years to get out.
    Jun 3 09:06 AM | 2 Likes Like |Link to Comment
  • "Fed is going to skip QE3 and go right to QE4," says a wag following the terribly weak NFP report.  [View news story]
    That is the most disgusting part of this. We are looking at 2 years until the possibility of a solution, and then it would take at least a year for any legislation to take hold on the economy.
    Jun 3 09:03 AM | 2 Likes Like |Link to Comment
  • LinkedIn (LNKD) is off to an astonishing start on its IPO debut, up 83%.  "At this rate, LNKD will be bigger than 136 companies in the S&P 500," says Bespoke on Twitter. Of those buying at "tree-top tall prices," David Menlow of IPOfinancial.com advises to "put those people on suicide watch.”  [View news story]
    balls the size of church bells
    May 19 11:09 AM | 2 Likes Like |Link to Comment
  • LinkedIn (LNKD) is off to an astonishing start on its IPO debut, up 83%.  "At this rate, LNKD will be bigger than 136 companies in the S&P 500," says Bespoke on Twitter. Of those buying at "tree-top tall prices," David Menlow of IPOfinancial.com advises to "put those people on suicide watch.”  [View news story]
    change the ticker to DUMB
    May 19 10:23 AM | 2 Likes Like |Link to Comment
  • Lost in the debate over the effect of the end of QEII and when the Fed might raise rates is the growing likelihood of QEIII, writes Scott Minerd. Likely fiscal tightening in 2012 and the break in commodity prices will give Bernanke the political cover to continue pumping the money supply. QE might just be getting started.  [View news story]
    Why not, our administration is doing absolutely nothing for the economy.
    May 19 10:17 AM | 2 Likes Like |Link to Comment
  • The U.S. Treasury market will navigate the end of QE2 with little trouble since "there are plenty of buyers" to step in to take the Fed's place when it ends its $600B buying effort in June, St. Louis Fed President James Bullard tells Bloomberg. He says the central bank probably will begin a policy tightening by allowing its balance sheet to decrease.  [View news story]
    Please define "plenty" and why they only make up 30% of purchases now. China has been a net seller and their trade deficit is shrinking. Japan has a massive reconstruction. The Fed is almost done. Perhaps Joe Investor and retirees will purchase them and be stuck with another bubble product. This is getting old...
    May 18 10:30 AM | 2 Likes Like |Link to Comment
  • Ronald McDonald's days may be numbered. More than 550 health professionals and organizations are running full-page ads today asking McDonald's (MCD) to retire Ronald, stop marketing junk foods to kids, and assess the company's "health footprint."  [View news story]
    Yeah, those Ronald McDonald houses are evil too.
    May 18 07:56 AM | 2 Likes Like |Link to Comment
  • The Philly Fed's Q2 forecaster survey sees slower growth over the next four years, cutting 2011 GDP projections to 2.7% from 3.2%, and seeing lower rates of 3%, 2.8% and 3.3% for the next three. Higher inflation should remain in the "comfort zone," however, and the group had uniformly higher expectations for hiring than before (unemployment down to 7.5% by 2013).  [View news story]
    Where do these magic jobs come from? Remember "recovery summer" in 2010? You can't just wish your way to job growth. Washington is stuck in re-election mode - unfortunately nothing will get done until 2013.
    May 13 11:37 AM | 2 Likes Like |Link to Comment
  • Is Now The Time To Buy Netflix? [View article]
    What is the barrier to entry? Why does the bull case assume continued subscriber growth? Have you tried the streaming product? It's jerky and contains old movies. The only reason I'm sticking with them now is that $8/month is too good to pass up for 5 year old Showtime series that I missed 5 years ago. That is hardly a lasting business model. When a major player with loads of cash and existing roads to 80% of the world's population (AAPL, GOOG) decides to pay up for content, I will jump ship immediately.
    May 10 09:09 AM | 2 Likes Like |Link to Comment
  • Bill McBride, channeling Krugman, is reminded of Wall Street's "dirty little secret": It likes the unemployment rate on the high side. It "keeps wage growth down, and helps with margins and earnings - and higher unemployment also keeps the Fed on the sidelines... a slowly declining unemployment rate (even at 9%) with some job growth is considered OK."  [View news story]
    unfortunately it makes sense. more free money to chase speculative commodities and pay 45*eps on stocks that grow eps 25%...until they don't because we are suddenly smack in the middle of a recession. what a joke and house of cards. AGAIN we are seeing the bubble play out. when gas/food prices choke the consumer, they stop spending, companies don't grow at 25% (NFLX, CMG, LULU, you get the picture) and we see a SLV like debacle... meanwhile, that job growth hurts everyone.
    May 6 08:19 PM | 2 Likes Like |Link to Comment
  • Noting the recent increase in inflation, Bernanke once again calls this pressure "transitory." Hopefully, one of the questioners can pin him down on exactly what this means.  [View news story]
    Isn't that his job?
    Apr 27 02:34 PM | 2 Likes Like |Link to Comment
  • Why the Fed Should End QE2 on April 27 [View article]
    But it has to stop sometime right? I will side with you and Bill Gross that nobody wants to buy treasuries, but this is being made worse by each printing of the press. Is the ultimate goal now to raise the price of oil, kill the consumer, kill the economy and hope that long term rates implode with the economy? That will bring the buyers. I guess even Gross would have to reverse his position.
    Apr 26 06:33 PM | 2 Likes Like |Link to Comment
  • There Is No Bond Bubble; Crude Oil Breaks Out [View article]
    do you think unemployment, ridiculous bank requirements or unrealistic appraisals might be a reason for no mortgage demand? forgetting housing supply, where is the demand supposed to come from when the pool of buyers has shrunk due to unemployment? where would refinancing demand come from when a 750 credit score isn't good enough for a bank these days?
    Sep 30 05:42 PM | 2 Likes Like |Link to Comment
  • My Sirius Gamble [View article]
    resistance below the current price? i thought that was support? regardless, charting penny stocks is useless. siri's price is based on speculation about auto/retail sales, financing its debt, and rumors. institutions are not playing this stock. there is no "support".
    May 13 09:36 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
180 Comments
366 Likes