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GotLife

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  • Why Apple Pay Is Likely To Succeed, And Lessons From PayPal [View article]
    And Eastman Kodak, Polaroid, DEC, RIMM, Studebaker, Gateway, etc. Just a few years ago, with the death of Jobs, WS thought  would join that list. So far they have escaped but may not be so lucky post Cook and Ive. Until then, rock on!
    Oct 1, 2014. 09:38 PM | Likes Like |Link to Comment
  • Michael Blair's Incredible Journey - Apple's Blowout Launch [View article]
    Read, "Six Thinking Hats" by Edward Debono. The black hat view must be complimented by Optimism, Emotionalism, Analytics, Creativity and the Blue Hat of evaluation. Each must be done, and done well, for the analysis to be of value.

    If that is the intent of your statement, I would agree. But just reading a counter-argument, or one of little value like M Blair's, could cause an investor to err greatly. In fact, since M Blair began his serial of 62 articles in May of 2013, the stock has run from 395 to 700, pre split. In this case, which may prove an exception to your rule, it would have been very wise to ignore MB's stream of consciousness.

    But I suspect your assumption is that a wise, seasoned investor would have used more of a Debono approach in their thinking when you made that statement. Would that it were so. But there are legions of investors still, many of them on SA, either starting out or lacking Debono's approach that may have been financially abused by MB articles. I suspect he cares little or the stream would have stopped after the first several misstatements and wrong calls.

    Thanks for your article by the way. I think you are insightful enough to write your own analysis rather just leverage off MBs. In fact, that name in the headline probably cost you quite a few views.
    Oct 1, 2014. 09:15 PM | 4 Likes Like |Link to Comment
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    If you start at May 2013, with his first Apple article posting, the total number of Apple articles by Blair is an incredible 62! All that while missing a stock run from 385 to 700/share.

    You must ask yourself after the author's reading of perhaps 6200 educated responses to his articles, how can anyone be that incorrect in forecasting unless it is intentional?

    I am loathe to contribute any more than $.02 to such shallow and typically indefensible tripe so this is my last comment and/or click.
    Oct 1, 2014. 08:55 PM | 1 Like Like |Link to Comment
  • BlackBerry Beats By $0.14, Cash Burn Negligible; Will Short Covering Ensue? [View article]
    In your last article one of the red flags you charted and highlighted was the loss in services revenue. You report that it declined 19% sequentially. Does that raise the red flag higher?
    Sep 28, 2014. 07:55 AM | Likes Like |Link to Comment
  • BlackBerry: Red Flags To Look For On Friday [View article]
    @Zareth,

    Most turnarounds and many weak software companies can hang around on services revenue from installed base. The Friday announcement indicated services revenue was down 19% sequentially. This is not a 3-point turn, rather acceleration in reverse. My guess? The last quarter was packed and this quarter reflects those billings. If not, driving in reverse, accelerating towards the wall in the rear view mirror is a bad strategy. The author indicated it was a red flag. I agree and think it my have just became a bigger one.
    Sep 28, 2014. 07:40 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Red Flags To Look For On Friday [View article]
    finecognac,

    "You know how to drink or steering anything moving?"

    hiccup much?
    Sep 28, 2014. 07:23 AM | 1 Like Like |Link to Comment
  • Bill Gross PIMCO Exit Creates Unprecedented Value In CEFs [View article]
    How I long for 15.25!

    Although not if inflation runs 18.25.
    Sep 27, 2014. 02:54 PM | Likes Like |Link to Comment
  • Bill Gross PIMCO Exit Creates Unprecedented Value In CEFs [View article]
    MC and Longfellow.

    Reeling from cognitive dissonance.

    Thanks for the article Morgan.
    Sep 27, 2014. 02:50 PM | 2 Likes Like |Link to Comment
  • A Rational Look At Stock Market Risk [View article]
    Thanks for the reply Bart. In 2002, I changed companies and rolled over a large DPS account, that had been managed entirely by the corporation, into an IRA. Partially out of uncertainly in equities, 9/11/01, and time constraints, I rolled everything into bond funds for a year. Fortunate for me, when I got around to reallocating, the funds had picked up 11% return and equities began to pick up once again. This appeared to be a normal cycle but my timing was more providence than intellect.

    2008-2009 was different, however. As equities collapsed, for a time, so did commodities, bonds and precious metals. Even large managed funds were upset by the phenomena as the biggest worry was a governments default or corporate collapse.

    That is why I suggested to look at that cycle since it more closely paralleled your default scenario. If that was a fear in the eyes of many investors, and perhaps it was only retail investors, I was confused why they would flip into bonds, cash or CDs when a default would render interest rates irrelevant. (See Argentina)

    Others invested in a shelter, a years supply of food and water and weapons. Thankfully they weren't proved right. Perhaps Argentina could provide some answers but their influence on the global economy is far different than a US default or devaluation. And, seriously, what is the alternative beside the US? A basket of currencies? If no one can trust the US financial system, is there really an alternative?

    I am not saying my move into equities in 2009 is repeatable in a devaluation or default scenario. But if currency value doesn't survive, physical assets have a way over time of providing a store of value that the full faith and credit of a government doesn't. And, in our coporate-tocracy they seem to garner more attention than any other entity save banks.
    Sep 27, 2014. 02:34 PM | Likes Like |Link to Comment
  • What 'Bendgate' Means For Apple [View article]
    Great link. Thanks. Can't wait for the blender test of an Watch.
    Sep 25, 2014. 10:10 PM | 2 Likes Like |Link to Comment
  • What 'Bendgate' Means For Apple [View article]
    Is RIM still around? I thought they went under. I can't find the ticker quote.
    Sep 25, 2014. 10:02 PM | Likes Like |Link to Comment
  • Apple Will Post A Strong Finish To 2014 - The Real Test Will Be Fiscal Q1 [View article]
    Like the fact that Apple has a website that customers can order iPhones on?

    Michael, customers go to the retail locations so they can physically see one and carry one home immediately. It's an event. It's like cutting your own Christmas tree. Like going to a U2 concert. Others order from the carriers site or the Apple site.

    I'm forecasting with an 85% probability your new Passport will be worthless before the two year anniversary.
    Sep 25, 2014. 08:27 PM | 4 Likes Like |Link to Comment
  • The Lower-Spec Apple iPhone 6 Can Outperform Other Phones [View article]
    The answer to your question = A) Darwin B) The bell curve C) all of the above.
    Sep 25, 2014. 03:57 PM | Likes Like |Link to Comment
  • The Lower-Spec Apple iPhone 6 Can Outperform Other Phones [View article]
    Settle down expose. Apple reports nine units. Your "friend" is a rare case. In another post you said none of your friends would buy an Apple. Were you wrong? Did she dump her Samsung to go Apple? Blackberry? Nokia? If so, why? How did she bend it? Sit on it? Is she very large?
    Sep 25, 2014. 03:42 PM | 2 Likes Like |Link to Comment
  • The Lower-Spec Apple iPhone 6 Can Outperform Other Phones [View article]
    Nine phones out of 10 Million is what Apple is reporting. Gosh I sure hope that quantity doesn't double to 18!

    hehe
    Sep 25, 2014. 03:33 PM | 2 Likes Like |Link to Comment
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