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  • Buy The Rumor, Sell The News On Apple's New Watch  [View article]
    So what is different? The street always sells the new when it comes to Apple. And the Street has often been wrong - thus providing excellent buying opportunities!
    Jul 2, 2014. 09:10 AM | 15 Likes Like |Link to Comment
  • Gilead Sciences Breaks Out To New Highs, Expect Further Gains To Follow  [View article]
    Gilead has been successful for 2 decades in the HIV arena. How would you compare and contrast HIV market to HCV market? Gilead's combo product sounds like a no brainer with potential competitors 1-2 years behind. How political will FDA be in reviewing/approving Gileads combo product? Gilead better have all their T's crossed and I's dotted!
    Jul 2, 2014. 09:09 AM | Likes Like |Link to Comment
  • Caveat Emptor On Goldman Sach's Call On Netflix  [View article]
    The current Netflix chart pattern looks like a double top? It may be worth buying some inexpensive puts? What is the PE multiple on Netflix - Huge!

    Thanks Paulo!
    Jul 2, 2014. 08:32 AM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism  [View article]
    Paulo, You make a few solid points about the iWatch. I've been hearing about measuring blood pressure and blood glucose. Even with sensors I don't understand how a watch - any watch could accomplish this? Based on a few savvy Apple analysts I follow - it doesn't sound like the iWatch has been driving share price. The recent stock price advance is a result of financial engineering and iPhone 6. It also a result of Apple beating top and bottom line estimates.

    TC's compensation package being tied to Apple share price performance is huge. Apple management has increasingly evolved into demonstrating more interest in share price appreciation.
    Jun 25, 2014. 07:14 AM | 1 Like Like |Link to Comment
  • Why Netflix's Reed Hastings Has Candor  [View article]
    If you've been short the past month - you have been run over. Then the truck backed up and ran you over again.
    Jun 8, 2014. 06:28 PM | 1 Like Like |Link to Comment
  • Ready For A Rebound? Gilead's $1000 Pill  [View article]
    Isn' this the same "price" conversation we had with AIDS therapies 20 years ago. The fact about Sovaldi is that it eradicates Hep C - even more effective than AIDS therapies. Gilead has and will maintain their decade leadership in AIDS treatment. If there is a company that can handle this "Waxman" issue - it is Gilead.
    Apr 17, 2014. 09:48 AM | 3 Likes Like |Link to Comment
  • Apple: This Is Ridiculous  [View article]
    TC's ultimate test will come when Apple launches a completely new product; iWatch, iTV, iPayment, etc. Updating the iPhone, iPad and expansion building growth in China is what Apple must do to survive. The jury is out.

    Google on the other hand is proving itself over and over again. The market is in love with contact lens glucose monitoring, google glass, Nest, Youtube, etc. The market has already awarded credit to Google for just making bold moves.

    The market used to price Apple like this. But we all know TC is not Steve Jobs. TC has to prove he can launch new and successful products. Why else would the market sell off when Apple beats on the top and bottom line?
    Feb 13, 2014. 11:27 AM | 3 Likes Like |Link to Comment
  • 3 Major Catalysts For Apple In 2014  [View article]
    Steve Jobs had the proven ability to deal with content providers (iTunes). My blood pressure rises when I ponder the fact that I'm paying north of $100 per month for Direct TV. I only watch 5-6 channels and NFL Football. I need an ala carte offering. The bundled cable offerings must go. Have you checked out some of the content many of these channels? Rome is burning while the music is playing!
    Jan 17, 2014. 08:18 AM | 1 Like Like |Link to Comment
  • 3 Major Catalysts For Apple In 2014  [View article]
    As a long term shareholder of Apple I see 2014 as a make or break year for TC. Is there any doubt in your mind that Apple wouldn't have already disrupted the model of television id Steve Jobs were running the company? I can think of 5-6 major software/hardware products Apple can create and launch in 2014. If TC doesn't get this done and all I have to hope for is a large screen iPhone or a larger iPad - I will no longer be a long term Apple investor. Apple is held to standards no other company has to deal with. This is frustrating for investors as Amazon doesn't even have to post a profit to double in value.
    Jan 16, 2014. 11:35 AM | 3 Likes Like |Link to Comment
  • With The Berry Petroleum/Linn Energy Merger Approved, LINE/LNCO Is A Buy  [View article]
    The Berry Petrolium/LINN merger is fundamentally important for improving Linn's core fundamental business. The Street is too hung up on the "short" assault via Barron's articles. Norman has it correct - long positions purchased this stock for dividend yield. I continue to add to my position and love the concept of the monthly dividend. Think about what Linn pays you each month versus bonds/CD's. Share price will come back over time.
    Dec 17, 2013. 09:16 AM | 4 Likes Like |Link to Comment
  • Apple Is On Fire  [View article]
    All the clues are present for a CH deal. Increased production of 5S to 500,000 units per day, leaks of pre-order offers out of China, Carl Ichan trumpeting how undervalued Apple share price is ($450) and now a WSJ report. The best news for Apple shareholders is the change in psychology.

    All focus is on hardware metrics. I'm not reading/hearing as much noise about Apple's software development and intrinsic value supporting higher margins. It has been a difficult year to be a long term Apple investor. Happy things are turning around!
    Dec 5, 2013. 11:15 AM | 6 Likes Like |Link to Comment
  • Apple's Topsy Acquisition: Good Move?  [View article]
    Apple is software and hardware company vs Microsoft which for many years was just a software company. I'm pleased to see TC focus more on the software side of the business. I'd also encourage TC not to abandon the Power Mac users.
    Dec 4, 2013. 08:23 AM | Likes Like |Link to Comment
  • Memo To Apple: Prepare For Weak Holiday Sales  [View article]
    Your one year early on your Obamacare scrooge message.
    Nov 26, 2013. 10:38 AM | 9 Likes Like |Link to Comment
  • Gilead Sciences - After Another Amazing Year, It Is Time To Be Cautious  [View article]
    If you are a shareholder of Gilead - it would be a reasonable idea to take profits at the 12 month holding point (capital gains) and shift to holding call options. Gilead has demonstrated as a company it can successfully market in a "Hep C" type market/reimbursment environment. The wildcard is the potential dislocation of patients in an Obamacare healthmarket. Going long in call options would limit downside risk and risk of capital.

    Gilead now has a market capitalization the size of Merck.
    Nov 1, 2013. 08:43 AM | Likes Like |Link to Comment
  • Boeing (BA +3.1%) is flying high today after a fire on another Dreamliner last week caused a bit of panic by investors, who feared another possible grounding was on the way. The stock has gained back much of its initial 7% plunge on the news, as flights of the airliner, at least for now, continue unabated.  [View news story]
    Yes. Exactly. August 100 calls
    Jul 15, 2013. 02:20 PM | Likes Like |Link to Comment