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Dialectical Materialist

Dialectical Materialist
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  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    Or Hungary.
    Aug 29, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Apple confirms event for Sept. 9 [View news story]
    So close, babasay. Yet you fail to realize that one obvious innovation is encompassed precisely by the things you are citing as being non-innovative. The Watch and Apple Pay combined are an obvious innovation. But that is beside the point. If you can't find other innovations in the way Apple pay is executed (finger print reader) or in the design of the Watch (force touch, digital crown) than you aren't actually familiar with the products.

    It's quite a hobby among some folks to try and claim that Apple no longer innovates, but an honest treatment of what that word means exposes such claims as nonsense. But I understand. Everyone needs a hobby.
    Aug 28, 2015. 04:20 PM | 4 Likes Like |Link to Comment
  • Netflix: $132 Or $76? Pick Your Scenario [View article]
    Conner,

    You do see it mentioned in the comments sometimes, but you won't often see it in the articles. Bulls know the PE is astronomically high but feel that it is irrelevant and bears are usually more focused on talking about the metrics behind the PE and trying to refute the earnings growth assumptions of the bulls.

    I hope you will write an article focusing on the details that matter to you most. I'd enjoy a chance to read it.
    Aug 28, 2015. 10:53 AM | Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    smischman,

    I support your thesis and thought of a short play myself. Except who will be providing all the broadband internet that people use to watch streaming video? The cable companies mostly.

    In my area, broadband costs a certain amount, but that amount rises if you don't bundle it with cable TV. I imagine that Comcast will make every effort to monetize its pipe. Not sure it is the dream short you imagine. They may simply adapt and leverage the control of the puzzle piece that they do own.
    Aug 27, 2015. 07:03 PM | 2 Likes Like |Link to Comment
  • Netflix: $132 Or $76? Pick Your Scenario [View article]
    You may have inadvertently given Syfy its next hit B-movie. Ebola tsunami.
    Aug 27, 2015. 02:28 PM | 1 Like Like |Link to Comment
  • Netflix: $132 Or $76? Pick Your Scenario [View article]
    Here's a freebie:

    Split adjusted EPS

    2012 $0.04
    2013 $0.32
    2014 $0.62
    1st half 2015: $0.12

    Aug 26, 2015. 10:58 PM | 1 Like Like |Link to Comment
  • Netflix: $132 Or $76? Pick Your Scenario [View article]
    You can download their financial reports and see for yourself. Today's investor has instant access to an unprecedented amount of information.

    http://nflx.it/I195Nt
    Aug 26, 2015. 10:24 PM | 1 Like Like |Link to Comment
  • Wells Fargo upgrades Apple; shares +5.7% as markets jump (updated) [View news story]
    About 110 is a great price, don't you think?
    Aug 26, 2015. 07:56 PM | 1 Like Like |Link to Comment
  • Has Apple Found The Holy Grail Of Electric Vehicles? [View article]
    This post may have been intended for Seeking Alpha Waves...

    Did you have a stock ticker for VIMANA Aircraft?
    Aug 25, 2015. 03:26 PM | Likes Like |Link to Comment
  • How Low Can This Market Go? [View article]
    Mark, I have some friends who play wild card poker. I hate it. Wild cards just break all the rules of good poker play and introduce a bunch of zaniness and plain ole luck. Luck is already a factor in poker, but the use of wild cards further devalues skill and makes it hard to place reasonable bets.

    Monetary policy centered on interest rates of zero and below is wild card poker. All the old rules are broken and zaniness reigns.
    Aug 25, 2015. 11:54 AM | 9 Likes Like |Link to Comment
  • How Low Can This Market Go? [View article]
    I may have been standing too far away, but according to my research the market bottom will be ceiling fan.
    Aug 25, 2015. 10:28 AM | 2 Likes Like |Link to Comment
  • Report: Apple's next iPhone event set for week of September 7 [View news story]
    Now that AAPL did in fact dip below 100, can my chance encounter with Kristen Bell be far behind?

    Not only have I added to my AAPL position, but I have begun carrying breath mints.
    Aug 25, 2015. 02:47 AM | 1 Like Like |Link to Comment
  • Why Apple Investors Shouldn't Fear China [View article]
    Jack, that is why I added, "To those who point out that Cramer also manages a fund, well that means the onus is on him not to trade on the inside information before it is made public."

    This is Cramer's problem, not Tim Cook's. The reporter for the NYT could easily get on the phone to his broker as well (or his cousin who runs a hedge fund) as soon as he gets some juicy information in an interview. It is not legal, however. That does not mean Tim Cook is not allowed to answer questions. Especially when he understands that his email will be made public immediately because that is what the media representative asking him the question wants to do.

    Cramer was not asking for a hot tip, he was asking the CEO of Apple what he thought about the notion that China's economic situation would dampen the company's prospects -- so that he could report on it.

    It is hard to read about what Tim said or how the news was disseminated and conclude it somehow violated the spirit or the letter of SEC regulations regarding the private disclosure of actionable company information.

    CEOs are supposed to talk about their companies. That is part of the job.
    Aug 25, 2015. 02:24 AM | 2 Likes Like |Link to Comment
  • Why Apple Investors Shouldn't Fear China [View article]
    Cliff,

    If Cook had done an interview last week with the New York Times and it was published today, it would amount to the same thing. There is no way a CEO can talk to the media without it being in advance of public release. (Even live feeds have a small delay.)

    Answering Cramer's question does not violate SEC rules and the lawyer who suggests it may is engaged in FUD. This was red meat some of the usual suspects could not resist reporting on.

    To those who point out that Cramer also manages a fund, well that means the onus is on him not to trade on the inside information before it is made public.

    The SEC may "investigate" simply because of the attention this matter has been given. But can anyone imagine a business world where CEO's were not allowed to answer questions for the media? This is absolute nonsense.
    Aug 24, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • Apple hire from Tesla points to continued car-team buildout [View news story]
    Scott Trader, I just sit in my VW Jetta and make racing noises.
    Aug 24, 2015. 08:02 PM | 2 Likes Like |Link to Comment
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