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  • Bloomberg: Apple suspends TV service plans as big media resists (updated)  [View news story]
    Only in the mind of those that don't understand AAPL.
    Dec 8, 2015. 10:58 PM | 14 Likes Like |Link to Comment
  • Bloomberg: Apple suspends TV service plans as big media resists (updated)  [View news story]
    Not a problem for AAPL. Turn a negative into a positive. Different approach may be necessary but definitely not a game changer. After the music was transformed via AAPL it won't be as simple with TV & different entertainment venues but the thing AAPL has that the others don't is tenacity, energy, smarts, & $'s. Stand back, plan, then dominate. Actually good news as I like it when competition heats up. Betting on AAPL. More now than ever.
    Dec 8, 2015. 10:48 PM | 18 Likes Like |Link to Comment
  • General Electric: Powering Ahead  [View article]
    Interesting article. Thanks for sharing.

    Any idea why Q4 is historically so much stronger than Q1-3? End of year budget situations for buyers?
    Nov 26, 2015. 09:56 AM | Likes Like |Link to Comment
  • Market Update: The 'Pullback' In The S&P Was Short Lived, The Market Is In Rally Mode Despite World Events And Interest Rate Headlines  [View article]
    Great stuff Fear. Very much appreciated.

    Question - The chart that depictes "Price vs Average Price Target for Largest 25.." I assume that means that, for example, AAPL's current price is more than 25% below analysts target price? Am I reading that correctly. Thanks.
    Nov 21, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Is Now A Good Time To Begin A Retirement Portfolio?  [View article]
    Appreciate article. You have some good stocks of which I own 7.

    Not that big of fan on Shiller P/E ratio as I haven't seen any viable forecasts using it. In fact, if you had pulled out at the peak in May 2009 that would've been a bad decision. Market as a whole might be a bit pricey now but comparisons via energy & materials sectors as well as the strong $ will have soft comps in 2016. I'm bullish & stocks that you presented should perform better than a lot of others should a pull back occur.
    Nov 21, 2015. 12:53 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: U.S. To Hike, Eurozone To Ease?  [View article]
    Obamacare is a law not an insurance product. If you have an individual plan there is no difference in group number for one that gets subsidies vs one that doesn't that are in the same plan level. No differences in reimbursements either.

    Doctors can accept or reject different plans based on level, insurance Corp, etc but the only way to reject "Obamacare", per your definition, is to not accept any individual plans. I have an individual plan, with no subsidies, and have zero problems with Doctor of my choice as I verify beforehand that my doc accepts it. Which is exactly like it was before ACA. Change plans annually & one can control costs as my 2016 policy will be a bit less than 2015 with same coverage, deductible, etc.
    Nov 20, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • UnitedHealth Group down 6% on lowered guidance  [View news story]
    Doesn't pass smell test. Something is up as last month, 10-15, they reported a > 26% increase in revs y/y. Also, they are obviously referring to 2016 exchange sign ups which goes from Nov 1 to Dec 15. Maybe a negotiating ploy of some kind.
    Nov 19, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • 2016 Will Be Apple's Biggest Year  [View article]
    iPad sales tend to be stronger, YoY, during S cycle & I believe they will beat holiday qrt LY (not because of Pro simply upgrades).
    Nov 16, 2015. 03:02 PM | 5 Likes Like |Link to Comment
  • Market Update: The S&P Sits At An Inflection Point  [View article]
    Fear.. Delighted to see your stuff this a.m. missed it Saturday.

    Still rowing in the same boat as you & although I comment less these days be certain that there are a lot of folks that appreciate your work and look forward to your analysis every weekend. As a half glass full investor I really have benefited from your perspective this year particularly.

    A bit stunned on retail movement this last week. However, with every over reaction comes opportunity. Initiated a starting position in UA Friday. Richly valued but 28% rev growth YoY & I like seasonality of position. May go lower & may buy more. IMO, retail sector hit is not a reflection of consumer strength. Just a different spending type consumer than in the past.

    Trading more than before as that is how I'm reading the market now. Good luck.
    Nov 15, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • Alibaba: Global Shopping Day - Think BIG  [View article]
    Me too. I'm in via KWEB ETF. Daily volume light but has done well since Oct 1.
    Nov 8, 2015. 05:28 PM | 4 Likes Like |Link to Comment
  • I'm Sold On Facebook ... Are You?  [View article]
    Soooooo BI's info is more correct? Based on historical bs articles, I'll stay with FB's estimates. Looks as if everyone else is too.
    Nov 4, 2015. 04:28 PM | 1 Like Like |Link to Comment
  • AIG lower after noisy quarter; takes restructuring charge  [View news story]
    @orange... Certainly agree on buybacks.

    Initial reaction was horrific but after going through the details & explanations of areas that hurt the most, I am much more ok with what happened as the 3rd quarter in the general market overall was really bad including return, or lack thereof, on treasuries. I obviously had expected a better report.

    It wouldn't surprise me if the stock opens down initially but recovers a bit later in the day. Below is a link to details if interested.
    Nov 2, 2015. 07:00 PM | Likes Like |Link to Comment
  • I'm Sold On Facebook ... Are You?  [View article]
    I'll take reported FB stats over BI's data.
    Nov 2, 2015. 02:53 PM | 4 Likes Like |Link to Comment
  • Weekly Market Update: October Is In The Books With A Gain On The S&P Of 8%; Earnings And Economic Data Will Dictate The Next Move  [View article]
    Yes, below in capital requirement based on a phased in law (2017 & 2019) that was voted FRIDAY!
    Oct 31, 2015. 07:13 PM | 1 Like Like |Link to Comment
  • Synchrony: Compelling Business, But Is It Fully Priced?  [View article]
    SYF is not overvalued. If you compare with AXP & DFS, you need to compare with V & MA which, as you mentioned, is not exactly like SYF business model but both carry a very rich p/e. Time will tell.

    Also, private label credit card business is actually growing quite well. In fact SYF is growing revs much faster than MA (8.4% vs 1% last reported quarter). I'll take 8% growth @ 12 p/e.
    Oct 28, 2015. 09:10 PM | Likes Like |Link to Comment