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  • New Home Sales [View news story]
    A good spring-summer for housing is coming. Too many folks wanting to move after 5 years = pent up demand.
    Feb 26, 2014. 10:10 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It seems that Toyota's sudden acceleration killed many more people than GM's current issue. I agree that if they knew of the issue & attempted coverup, like Toyota, they should be heavily fined. Toyota was fined.
    Feb 26, 2014. 08:51 AM | 1 Like Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    Great article Bill. Thanks for sharing.
    Feb 26, 2014. 07:40 AM | 1 Like Like |Link to Comment
  • Hey Google, A Search War Is About To Explode [View article]
    Very interesting article. Thanks for sharing.

    BTW, E92, Apple maps problems have been resolved. I prefer it too GOOG map. So 2012.
    Feb 25, 2014. 03:55 PM | 2 Likes Like |Link to Comment
  • WhatsApp And The Left [View article]
    Quoting Peter Schiff, the ultimate bear since 2008, is about as bizarre as trying to paint all those on the left of being anti-capitalistic, socialists, anti-personal responsibility, pro government handouts, etc. If you haven't noticed, we basically have 2 parties to choose from & I would guess a majority of the folks don't particularly like either one.

    Your politically slanted piece & assumptions only further divisiveness. Btw, long FB.
    Feb 25, 2014. 03:42 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    If TOL breaks $40, it most likely will run another 12%. Strong qtrly numbers but a lot of folks worried about housing. Homes buying season starts very soon & I expect a better than expected spring-summer home buying year.
    Feb 25, 2014. 12:21 PM | Likes Like |Link to Comment
  • Sell Facebook And What's Up With WhatsApp? [View article]
    Feb 24, 2014. 04:59 PM | 1 Like Like |Link to Comment
  • Why BlackBerry Is The Ultimate Winner Of The Facebook-WhatsApp Tie-Up [View article]
    Stock price may have gone up 50% in 6 months but revs from q3 2013 vs q3 2012 are done a whopping 22%. Same can be said about bbry, actually much worse than 22%. Sooner or later rev growth matters.
    Feb 24, 2014. 12:41 PM | 3 Likes Like |Link to Comment
  • Leading U.S. Hospital Secures Electronic Healthcare Records and Ensures Compliance with Splunk Software [View article]
    Excellent video that provides potential investors a real world scenario to fully understand what SPLK brings to the table. Long SPLK & IMO it has plenty room to grow.
    Feb 24, 2014. 10:28 AM | Likes Like |Link to Comment
  • Exxon CEO joins lawsuit against tower that would provide water for fracking [View news story]
    In his neck of the woods they will soon be fighting for water equality as the entire area is & has been on water rationing for over a year.
    Feb 23, 2014. 11:16 AM | Likes Like |Link to Comment
  • Transcripts show how Fed took time to understand scale of crisis [View news story]
    When Bear Stearns failed in March 2008 & then IndyMac in July 2008 was enough proof for me to go all cash. There were warning signs at the end of 2007.
    Feb 23, 2014. 11:04 AM | 3 Likes Like |Link to Comment
  • Bloomberg: BlackBerry to get major boost from Ford [View news story]
    You guys make me laugh. Integration of iPhones in Ford will occur like it does now regardless of the OS. Also, if IOS is such a security threat, why are Gov't agencies purchasing iPhones and iPads like crazy. Air Force just ordered 5,000.

    Not so sure if this means BBRY is gaining popularity.
    Feb 23, 2014. 10:48 AM | 2 Likes Like |Link to Comment
  • Apple's Prognosis: Range-Bound [View article]
    Don't forget the. $11.4b in deferred revenue of which $8.4b expected to be realized in the next 4 quarters, per earnings conference call.

    Also, retail stores were up 9% YoY including China Apple stores being up 31% for same period. This gives me a lot of confidence for the CM deal for this & subsequent quarters.

    I agree stock is range bound as WS insist on a new product category and more recently, better utilization of cash. FB deal did impact AAPL price, IMO.
    Feb 23, 2014. 10:40 AM | Likes Like |Link to Comment
  • Utility charts looking good to technician [View news story]
    All mentioned have > 20 p/e. Why?
    Feb 22, 2014. 04:54 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "The company bet heavily on coal power plants just as natural gas prices plummeted."

    Correct, however, EFH is not a public company but are a public utility. The buyout, in 2007, of Texas Power & Light was the largest LEVERAGED buyout in history of the U.S. KKR, Goldman Sachs, etc leveraged the buyout with little skin in the deal very shortly after Texas deregulated utility companies. Berkshire Hathaway has already written $2b off which was a big reason of underperformance vs S&P 500 index during 2010-2011 period.

    Executives & BODs continue to get paid huge salaries & financial firms continue to get their management fees. Who suffers are 1) investment firms that invested, e.g., BRK (A&B) and more importantly the citizens of Texas as no coal to nat gas conversions have occurred & bare bones maintenance has been performed on the archaic plants. Every summer selective blackouts have occurred in North Central Texas.

    Certainly a case where deregulation has caused & will continue to cause financial inefficiency to the citizens of the state to benefit a few.
    Feb 21, 2014. 12:54 PM | 1 Like Like |Link to Comment