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  • Apple reportedly wants to offer local TV; Slice estimates U.S. Watch sales [View news story]

    Profit AND great cash flow with excellent products that work together extremely well and have world class support.

    If I were to short a stock, it certainly wouldn't be a company with those attributes.
    May 25, 2015. 07:44 PM | Likes Like |Link to Comment
  • How Much Should DIYers DIY? [View article]
    Being an avid DIY'er in many activities, I also chose to DIY our family's portfolios. As you can imagine, there have been up's and down's as well as a smattering of learning experiences. The education often is as much about the market as it is about my own behaviors handling risks and rewards. Fundamentals are important but knowledge about personal behaviors and biases may be even more so.

    One key insight that has served me well is probability. Often investors wield trite phrases such as, "You have to invest for the long term." While often true and loaded with benefits, this behavior is not favorable 100% of the time. Some percentage of the time you're going to lock in the long term loss. During the Internet Bubble of the '90's, coworkers were using this logic to ride gains on companies whose only fundamental was marketing prowess, only to watch the large gains, and then their initial capital, vanish. Real estate bubble? Clearly, everyone knew that no one ever lost money on their home!

    Life is filled with probability. Some choose to ignore. Some choose to overplay for the unlikeliest of possible outcomes. Know the macro market. Know the company and their fundamentals. Know your self. Blend the probabilities of your expected outcomes. Keep adjusting as needed. Above all, test the trite phrase for probability and avoid allowing it to be a substitute for either hard work or intelligence.

    If you perceive your incapable of the time or analytical interest or abilities, turn your portfolio over to someone who can but test them for their own abilities on these issues and their personal commitment to your success.

    Now, off to the lawyer to review trust and EOL issues. Then, a stop by Home Depot. Happy DIY. Or not.
    May 19, 2015. 10:05 AM | 3 Likes Like |Link to Comment
  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]

    I left a couple of comments on Dana's article's comment thread that were critical. Both were deleted. Having contributors on SA behind the paywall such as Dana and Michael Blair make me very skeptical of its value. If they are not exclusively behind a paywall, leave themselves open to criticism and then attempt to delete the critical comments rather than discuss, why would I want to make a significant investment in an SA edited content? And even if I did, why would I choose to renew?

    The editors at SA need to really review who's gold and compensate them properly. Otherwise the value may continue to lie in the knowledge in the comment threads and I doubt if many will pay to read their own threads for the ego surge.

    Good investing!
    May 16, 2015. 01:23 PM | 6 Likes Like |Link to Comment
  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]

    What the clueless don't realize is that Apple does not make a phone, it makes a mobile computing device. I fairness to the clueless, even people in the industry, even notable titans such as Steve Ballmer, lacked the vision of where computing was headed.

    So Apples future hinges on their mobile computing devices. Perfect since that is where the future lies. The past is a desktop or laptop filled with bloatware, viruses, inconsistent interfaces, wobbly hardware and software that takes a guru to integrate, clean up and purpose.
    May 15, 2015. 07:07 PM | 9 Likes Like |Link to Comment
  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]
    Thanks Mark for the research. Dana's article was filled with innuendo and conspiracy theory but little fact. Checked his bio and it appears he also writes fiction. Maybe he got his Word files mislabeled.

    I really appreciate your sticking to objective facts and initiating an article when you see another author ignoring them. Thanks for the info.
    May 15, 2015. 06:50 PM | 7 Likes Like |Link to Comment
  • Energous: More Reasons To Be Dubious [View article]
    Thanks for the input Paulo. Went to Amazon and found iPowerUp products, one even Prime, without a single review. Could mean the demand is non-existent, at least at the price point offered.
    May 9, 2015. 03:34 PM | Likes Like |Link to Comment
  • Bojangles IPO looks like another restaurant sizzler [View news story]
    read the reviews on Yelp. Lot's of complaints.
    May 8, 2015. 12:45 PM | Likes Like |Link to Comment
  • Ultra Petroleum: Expect A Blowout At Q1 Reporting [View article]
    Good call Dallas and thanks. I've traded UPL often over the years although I concentrated elsewhere last year and fortunately missed the fall to $12. Got back in in 2015 and your article kept me long through earnings.
    May 4, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    In July of 2013, as Michael Blair was incorrectly predicting Apple's doom, we invested our considerable portfolio entirely in AAPL @ $56.42 share adjusted. We made this investment based on both the soundness of AAPL's technology, their great support offerings, the loyalty of the user base and their business fundamentals. Eventually, not wanting to get caught without diversification, we sold 90% at 105 and have subsequently sold weekly AAPL options for income, with great success, while limiting our exposure to 10% of our portfolios.

    Over that period, it has been fun to read the large number of SA readers attempt to educate Michael on the business fundamentals of AAPL as a technology concern and sound investment. With dogged persistence, Blair has refused every reader effort and insight while continuing his singular and, very obvious at this stage, misinformed view of marketshare doom.

    Having moved back from behind SA's paywall, it is obvious most readers also see the flaws in Blair's predictive abilities. Not garnering enough customers to warrant a paywall, Blair seeks to gain clicks from wise AAPL investors through negative market share articles while gaining a penny per click. Well, here is our $.01 for the Blair tin cup, an expense we can afford because while Blair was posing his theories, we were investing deeply in what we had concluded was a terrific and sound investment.

    Will he ever be right on AAPL? The old saw of a even a blind squirrel finds the occasional acorn may one day proven.
    May 3, 2015. 08:38 AM | 5 Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    Rich Berger,

    Covered calls and naked puts generate enough annual income to support our entire retirement lifestyle which, while not lavish, is very comfortable. Dividends and capital gains keep the nest egg ahead of inflation. I am now following your post and looking forward to reading your articles and your readers comments.
    Apr 24, 2015. 02:20 PM | Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]

    Yes. Seem to remember some posts from some learned individuals above remarking that people will pay for perceived and/or received value. It also might generate loyalty from authors and readers because they have skin in the game. Perhaps some of the bile and contentious posts might even disappear as well.
    Apr 24, 2015. 02:14 PM | 1 Like Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    Rich Berger,

    The internet has taken transaction costs from $40 down to pennies. Such cost reductions have allowed companies like AMZN and EBAY to flourish. No prohibitions exist.
    Apr 24, 2015. 02:06 PM | Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    Editor Dan,

    Apple Pay and PayPal should be easy. Measure their income/activity would give you a better metric than clicks. Of course, SA probably does care about clicks, no?
    Apr 24, 2015. 02:02 PM | Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]

    Your link took me to my alerts page. Is that where the info is posted?

    Also, there is at least one author behind the paywall that has a long record of poor information on a company I follow closely who continues to publish almost weekly articles that receive a ton of clicks, 90% directed at trying to educate the errant author. In the past, this has dissuaded be of investigating further. Bull or bear, an author's calls should be right at least once over the course of several years.
    Apr 21, 2015. 05:32 PM | 6 Likes Like |Link to Comment
  • Apple: LinX Acquisition Addresses A Hardware Risk [View article]
    MB has mentioned his sons and daughters often in his articles but not quite as frequently as the beloved marketshare meme. I see that he is now included in the premium service. Ironically, this is probably due to the large number of comments attempting to correct these same repetitive marketshare arguments. Seems like the payment should be the other way around.
    Apr 20, 2015. 02:52 PM | 3 Likes Like |Link to Comment