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jchristanthio

jchristanthio
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  • Cramer And Apple [View article]
    this co is clearly expanding it's economies of scale and scope. expecting optimization over variable cost and enhancing/defining better experience in multi-screen strategies. Long.
    Oct 23 11:18 PM | 1 Like Like |Link to Comment
  • Facebook (FB +1.2%) is rallying ahead of today's Q3 report - short-covering is likely a big factor (16.5% of the float was shorted as of Sep. 28). The bull argument: shares are down 48% from the IPO and 27% since the Q2 report; monthly users just topped 1B; and Facebook is pulling out all the stops to improve monetization, with some success. The bear argument: U.S. PC activity is plunging thanks to the mobile shift (this includes gaming activity), shares still carry lofty forward P/Es, and buyers could be cautious ahead of a huge Nov. 14 lockup expiration. [View news story]
    great minds think alike. hope the charts think too.
    Oct 23 02:55 PM | Likes Like |Link to Comment
  • Time To Sell Agnico-Eagle [View article]
    Hold. I think it's a time to buy strong co on dips.
    Sep 25 10:43 PM | 1 Like Like |Link to Comment
  • Take A Bite Out Of Apple [View article]
    my predicament of what worst can happen next week are (a) high barriers of entry for iphone5 in china due to a potential lawsuit in China (b) previous iphones have the wow! factor - first mover advantage; what's in it for iphone5? are there big enough competitive advantage over current Android phones specs in the market? (c) competitor distractions of new phone releases (d)....to be continued.
    Nevertheless I couldn't agree w u more about the phenomenal ecosystem apple has created - both the technical and business verticals. I am crossing my fingers that there will be more positive analysis than negative ones next week.
    Oh yes....Good luck to all of us!
    Sep 10 03:41 AM | 1 Like Like |Link to Comment
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