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TomasViewPoint

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  • "Apple's (AAPL) sorta cheap," says Jeff Gundlach, admitting he's now long the stock he famously shorted 100-200 points ago. He doesn't seem terribly excited about the company's business prospects, but - selling for 7x earnings (excluding cash) - a hot new product isn't necessary to make the investment profitable. "(Apple) can keep selling a whole bunch of expensive new phones and iPads, and they'll be a cash cow." [View news story]
    Boo hoo hoo!

    How anyone can like your lame and bitter comment is pathetic. Gundlach is sharp and he does not need a bunch of stupid sheep to make money. In fact the retail investor has been out of this market. He has other fool professional investors that are making the wrong moves every day.

    At the end of the day he is placing a bet. He could be wrong and those other fool professionals will laugh all the way to the bank.

    Get a grip.
    May 24 11:09 AM | 3 Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Al

    Ever work for a public company?

    End of story.
    May 24 10:05 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    If Apple was really smart they would have had a nice young pretty lady from the Irish government sitting next to them so the Congressmen would know that they were blasting someone real they have to look in the eye not a faceless enemy. It's amazing how the rhetoric changes when it is face to face.
    May 24 10:03 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Only the rule of law will prevent government from robbing companies and that may not be enough. Ironically if they rob companies it really will come from consumers in the end.
    May 24 12:49 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Jak

    From your perspective it appears that you believe the USA owns Apple. Well someone should tell the other countries around the world where Apple operates and sells their products. That is a massively distorted view brought on by cynical and devious politicians in WDC followed by gullible people in the general populace.
    May 24 12:47 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Begs the question................. is the next Statue of Liberty going to be erected?

    Those "masses yearning to be free."
    May 24 12:42 AM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Ah actually everyone is dead in the long run. Standard Oil lives on in various permutations. Sherman AA is still around.

    Just different people plotting world domination and bitter and jealous people banging drums. Same plot different actors.
    May 24 12:40 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Alan

    The CEO is focused on the shareholders because they own the company and he/she answers to them. End of story.

    The other parties are important to the CEO to the extent they are important to the shareholders but independently they are not important.

    Breaking the law is a false choice.
    May 24 12:35 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Apple has billions overseas. This government needs trillions. All this talk of repatriation is not going to solve the fundamental dislocations of this economy and crazy spending. What will help create growth in this country is lower taxes and certainty neither of which WDC wants to give anyone.
    May 23 03:06 PM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Alan

    The BOD represents the shareholders and their interests. It all comes back to shareholders as it should and their interests. The rest is emotion.
    May 23 03:02 PM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    Stephen

    You seem to have this proprietary view of Apple as belonging to the US. That is not the case.

    Fix that view and it all starts to make sense.
    May 23 02:58 PM | Likes Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    It appears from what I reviewed that Congress is just mad that Apple did not pay a lot of taxes on non US earnings. Unless they are running the world it is none of their business. And if they want to complain then dial up these other foreign countries and tell them they should tax Apple at higher rates.

    Whatever the case Congress just looks more inept and stupid by the day.
    May 23 02:54 PM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    The introductions before the testimony of Apple before Congress should have went something like:

    "corrupt hypocrite, please meet corrupt hypocrite."
    May 22 11:45 PM | 1 Like Like |Link to Comment
  • As leaked earlier, Jamie Dimon will keep both jobs at JPMorgan (JPM +2.1%) as the vote to separate the Chairman and CEO roles receives only about 32% support (got 40% last year). Additionally, all board members are re-elected, including risk-committee member Ellen Futter, who got 53.1% of the vote. [View news story]
    Anyone who thought that a COB/CEO split was anything but hype by media whores and ignoramuses does not know much about business.
    May 21 06:32 PM | Likes Like |Link to Comment
  • The latest installment of the Senior Loan Officer Opinion Survey, has some observers worried. Citing "increased competition," banks generally reported easing their lending standards on business loans over the last three months, as razor thin margins have created a scramble for C&I business (previous). Concurrently, the amount of business loans extended rose 10% Y/Y to $1.55T, leading some to question whether the combination of more lending and lax underwriting standards might prove hazardous to the system. Competition "creates the temptation to do silly things," M&T vice-chairman Mike Pinto tells FT[View news story]
    Typical business cycles cured excesses every 3 to 5 years. Now with everyone pumping the economy for as long as possible the excesses have turned into blowouts.
    May 20 12:01 AM | Likes Like |Link to Comment
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