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Brad Johnson

Brad Johnson
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  • Apple Buying Beats May Have A Strong Risk/Reward Profile [View article]
    So the largest acquisition in AAPL's history is for a headphone company? What a stupid investment, APPL is chasing fads.

    In the WSJ, there's an article that Dr. Dre might receive a SR. Management position at Apple with this deal.

    I miss Steve Jobs. Cook is turning Apple into a company that caters to silly teeny boppers.
    May 12 01:09 PM | 5 Likes Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    Buying Beats Headphones is the equivalent of buying Monster Cable.

    It's a fad and Apple is going to look incredibly stupid in a few short years.
    May 9 04:43 PM | Likes Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    Tim Cook needs to go, this acquisition is beyond stupid. If Apple wants to get into the headphone business, slap a logo on some $25 headphones, it will probably be better quality than this Dr Dre teeny bopper crap.

    What possible synergy does celebrity endorsed headphones bring to a technology company?

    I'm really troubled by the direction Apple is going, you know good and well Jobs would have never made such a dumb investment.
    May 9 12:41 PM | 2 Likes Like |Link to Comment
  • Investors mull Annaly executive exits [View news story]
    I sold about half my positions in NLY when I heard all the departures. I hope I'm wrong, but usually when many high level people leave all at once, it reeks of a sinking ship. I thought it was prudent to trim my positions.

    I agree, that compensation is out of control. I don't want any sort of government oversight with regard to salaries, just better stewardship of the companies I invest in. No 30-something year old employee should be making a $6-$7 million dollar salary, especially when the share price has cratered.
    Feb 14 12:31 PM | 2 Likes Like |Link to Comment
  • Pension Politics [View article]
    Felix, have you disclosed your political leanings? Obviously you have a very left-wing agenda, does that mean Seeking Alpha should no longer allow you to write articles?

    So what if someone with a different worldview than yours helped produce a documentary? Either the facts are correct, or they're not. That should be the issue at hand.

    Considering Detroit is looking at about 10 cents on the dollar for those on their pension plan, I think your blanket statement that public pensions outperform self-directed investments needs to be reevaluated. That is only the first shoe to drop, and that was WITH the ridiculous taxpayer bailout of the auto industry.

    Most of these pension plans would make Charles Ponzi blush.
    Feb 13 06:41 PM | 4 Likes Like |Link to Comment
  • Canadian PM sees Keystone XL approval, with or without Obama [View news story]
    It's absurd the US has taken this long. The environmental arguments against it are ridiculous, it's all about placating extremists that want to eliminate all fossil fuels.

    This would foster energy independence, create jobs, and be safer way to transport oil.
    Feb 10 03:04 PM | 13 Likes Like |Link to Comment
  • Icahn drops Apple buyback proposal [View news story]
    They can obviously do both.

    Of course Apple should use their cash hoard primarily for innovation, but reckless buying of absurdly overpriced startups sounds a lot more like fishing with dynamite that investing their cash hoard into themselves when the price is incredibly undervalued.
    Feb 10 02:17 PM | 1 Like Like |Link to Comment
  • Icahn drops Apple buyback proposal [View news story]
    Icahn got most of what he wanted, I'm glad he pushed Apple.

    As an investor, I don't understand why other people get angry at something like Apple investing in itself with a stock buyback. That cash pile belongs to Apple owners (ie stockholders) not some giant piggybank for Tim Cook.

    I'm convinced there's people that want Apple to have a $200 billion cash hoard just for bragging purposes. I'd rather watch my share price increase.
    Feb 10 11:46 AM | 2 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    I also think Apple is seriously undervalued, what company on Earth has a better balance sheet? It's a cash cow with some of the most loyal buyers on the planet.

    I will say though that Tim Cook needs to go, a better CEO would have more credibility with investors. The reason for the poor share price is the feeling Apple has lost its innovation.
    Feb 5 12:36 PM | 2 Likes Like |Link to Comment
  • Treasurys gain, stocks slump after big ISM miss [View news story]
    Every time its "weather", do these shills really believe that winter is some sort of one-time event that has never happened before?
    Feb 3 12:28 PM | Likes Like |Link to Comment
  • Apple's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    Tim Cook should have been fired ages ago. The quicker he is let go, the better. Apple has lost its innovation, now it's gimmicks like gold iPhones and fingerprint apps.

    They have NO excuses, they're sitting on $125+ billion, either use that or lose it. What good does it do for a company to just sit on a mountain of cash while innovation is stuck in 1st gear?

    I'm hoping Icahn can throw him overboard.
    Jan 28 12:04 PM | 2 Likes Like |Link to Comment
  • Why Bother Diversifying, Just Buy Berkshire Hathaway [View article]
    So much of Warren Buffetts returns are simply because he's a financial celebrity. If he bought crap stocks, they'd also soar in the afterglow, regardless of the fundamentals.

    When he's gone (as he keeps hinting will be soon) what happens to that celebrity power with the new people in charge of Berkshire?
    Jan 15 05:34 PM | Likes Like |Link to Comment
  • Philip Morris: Should You Buy This Ordinary Tobacco Manufacturer? [View article]
    I agree, I made a big bet with LO and it paid off when the FDA decided not to go after menthol, but it's just too risky. A bureaucrat could destroy the company with a pen stroke.

    If menthol goes away, so will LO customers.

    If 80% of your customers are tied up on one product line that has come within a whisker of being made illegal, that's not investing, it's gambling.

    PM is a much safer bet.
    Jan 15 05:31 PM | 2 Likes Like |Link to Comment
  • Philip Morris Hits A Key Dividend Level [View article]
    Seems like a safe bet to me at this level. Marlboro cigarettes are like Coca Cola, they're not going anywhere.

    Also agree that this analyst downgrade is WAY out of line. If you want to be some sort of crusading political activist, fine, but quit your job and pursue that. They should be immediately fired for abusing their position for a hobby horse issue.
    Jan 9 01:05 PM | 5 Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple? [View article]
    Cooke needs to go, Apple has lost its innovation. Now it's gimmicks like gold iPhones.

    Investors don't have confidence in his abilities, and for good reason. The limited success Cooke has has purely been low hanging fruit from game changing products that were developed before he was CEO.
    Dec 30 04:21 PM | Likes Like |Link to Comment