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bgold1955

bgold1955
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  • Investors sell the news on Apple [View news story]
    Just heard (cnbc) from an analyst that follows AAPL that it would recognize 30bps.

    IMO, the APPL PAY will be a huge revenue driver that will increase over time. I do believe it makes high volume merchants more efficient & payment secure. Imagine if Costco implemented the NFC reader at their stores. Readers will become cheaper & more & more merchants will implement.
    Sep 9 05:26 PM | 1 Like Like |Link to Comment
  • Apple Event: More Than Just iWatch And Bigger Screens [View article]
    JM, another good article. Thanks for sharing.

    It would not surprise me if an updated iTV is announced. It's been a while & I need a couple more.
    Sep 8 09:14 AM | 3 Likes Like |Link to Comment
  • National Oilwell Varco: Drilling Down For Value [View article]
    Ban mate.... I've used the following site for a long time & found it to be extremely accurate as they simply post holdings of large investors that the investing entity are required to report each quarter.

    It confirms the prior link.

    http://bit.ly/XDCHav
    Sep 2 05:31 PM | Likes Like |Link to Comment
  • iCloud Hacks Could Damage Apple Ecosystem, Sales May Suffer [View article]
    Should have waited to get the real facts before writing an article that has the potential to embarrass you subsequently.
    Sep 2 05:10 PM | 57 Likes Like |Link to Comment
  • Wall Street Breakfast: Apple Partners With Credit Card Providers For iPhone Wallet [View article]
    "I am shopping for a new Health Insurance plan, because the loophole I've been using (husband/wife up until this year, could be considered a 'small group' for the purposes of purchasing health insurance for a small business). As I'm not a complete idiot, I absolutely had to look into the plans offered by the health care exchanges"

    JD..... I was in a similar situation when I had a small business. Only my wife, son & I could afford the health insurance plan offered in a very insurance friendly state. My employees (retail sales) could not afford the insurance even when the business offered to pay 1/2 of the premium. Sold business in 2009.

    2009-2013, my wife & I had individual policies in the same insurance friendly state that cost roughly, with annual physicals, etc, >$25k annually with a $5k deductible & $5.5k out-of-pocket expenses.

    This year we both have ACA Gold plan that cost approximately 1/2 of prior insurance with no subsidies & also includes free of charge preventative procedures (2 annual physicals, 2 colonoscopies (must be 50 yoa), 1 mammogram, 1 Pap smear). Deductible is $1,500 with an out-of-pocket of $6,050. Assuming no surgery from now to end of year, our savings over prior years will be $12-13,000. Next year will be less savings as some of the procedures mentioned above are not done annually. Also our meds (2 prescriptions) were 50% cheaper.

    Rates vary by states & it wouldn't surprise me if most other states are cheaper. If you have a small business with less than 50 employees & your employees are not highly paid, they can get ACA individual plans with perhaps subsidies to allow them to have access to a good quality health care policy.
    Sep 2 10:11 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Apple Partners With Credit Card Providers For iPhone Wallet [View article]
    "APPLE announcing that they are installing an NFC chip in their iPhone 6 is NO big deal. They are just "catching up" to others in the industry."

    JC.... It is a big deal. Rumor has it that they have V, MC, AMEX agreements & with a finger print ID feature that actually works will turn wallet payment into a very desirable feature unlike the other phones that have had an NFC chip for a while that is used very rarely in the U.S. As an AAPL shareholder I appreciate them not putting in chips that impact margins until they are actually ready for use.

    IMO, retailers will embrace needed devices to support NFC on their end. Previously, there was not an incentive for them to do it. Time will tell.
    Sep 2 09:41 AM | 3 Likes Like |Link to Comment
  • The Irony Of Bank Of America's Hustle Case [View article]
    IMO, short term yes, long term probably no.
    Sep 1 02:14 PM | 1 Like Like |Link to Comment
  • National Oilwell Varco: Drilling Down For Value [View article]
    Berkshire seems to like DNOW as they bought additional shares after spin off. A recent & decent DNOW article.

    http://yhoo.it/1rJiANq
    Sep 1 01:59 PM | 1 Like Like |Link to Comment
  • Halliburton - Recent Oil Price Weakness Drops Shares To An Attractive Level [View article]
    Fear... Thanks for your article

    Put HAL on my watch list last week as I noticed weakness in stock price. At this point I am simply watching but do agree it's an outstanding company in a outstanding industry. One thing that's not on the radar is the recent decision of the Mexican gov't to open up to outside (Pemex) corps to exploration of Mexican oil fields. One would think HAL would be a direct beneficiary due to their expertise.
    Sep 1 11:54 AM | Likes Like |Link to Comment
  • National Oilwell Varco: Drilling Down For Value [View article]
    Very good detailed article thanks for sharing.

    NOV was a large long term holding of mine. Sold 1/2 in low 80's as they were a bit light in revs last qtr & I wanted to take profits in an IRA account. As a result of the spinoff, I now have DNOW which I believe has excellent management that can now focus 100% on growth of their business.

    Appreciate any thoughts that you may have on DNOW.
    Sep 1 11:39 AM | 1 Like Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    It's also possible for the card corp to credit your iTunes account for all accrued benefits.
    Aug 31 03:20 PM | Likes Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    That's 11% for remainder of 2014 (4 months) which is 33% annualized.
    Aug 31 03:12 PM | 12 Likes Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    I would think, although I don't know for sure, iTunes would be used rather than a credit card processing firm (middle piece between retailer & card company) & the card corp would continue to honor their current benefits transparently of iTunes.
    Aug 31 03:10 PM | Likes Like |Link to Comment
  • Michael Kors - Last Chance To Buy Into This Growth Machine [View article]
    Any explanation of a 65% increase, yoy, in inventory ($565m)?

    I agree with fundamentals but it's got a lot of negative press right now whether it is true or not these news cycles do impact investor sentiment. Sold my 18 month position @ about current price. Just didn't want to deal with the drama at this point.

    Good article & I appreciate your time & sharing your knowledge.
    Aug 31 01:28 PM | Likes Like |Link to Comment
  • Market Posts Best August In 14 Years. Why Don't Investors Feel Better? [View article]
    Exactly. I'm pretty much staying the course after getting a bit cautious with 18% cash now which is high for me. My biggest short term concern is that congress will be coming back after 5 weeks off. It's an election year & there will be plenty of criticism of the recovery that could provide some selling or less investing & me buying.

    Corps had a very good reporting period & I believe it will continue to get better.
    Aug 29 12:21 PM | 1 Like Like |Link to Comment
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