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  • Sell Boeing: Not Worth Dreamliner Grounding Risk [View article]
    Picked up some more @ $ 99.89.
    Jul 12 04:32 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]

    What you call Obamaphone, in its current form, was effective in 2008 prior to his election.

    What you call free medical care, in its current form, has been in existence since organized health care insurance. It is suppose to change in 2014 when all citizens are required to have health insurance. There will be subsidies for low income folks which I am sure some will have an issue with.

    Stupid immigration policy, in it's current form, is the same as it was under the prior administration.

    With a do nothing congress, I don't expect anything will change so we will have the same issues we have today regardless who is the president.
    Jul 12 09:28 AM | 8 Likes Like |Link to Comment
  • Verizon Wireless (VZ, VOD) is obligated to buy a whopping $23.5B worth of iPhones from Apple (AAPL) this year, about twice as many as it sold in 2012, thinks former Bernstein analyst Craig Moffett after going over SEC filings (Vodafone's 20-F appears to be the source). Moffett estimates Verizon, which he believes has fallen short of its iPhone purchase commitments each year since it began selling the phone in 2011, could end up owing Apple $12B-$14B at year's end, given sales trends. Moffett: "It isn’t clear that Apple has any incentive to blow up [its Verizon] relationship by taking a hard line ... Still, it is likely that Apple would be reluctant to simply ignore these commitments." (Sprint[View news story]
    Jul 11 04:14 PM | Likes Like |Link to Comment
  • Wal-Mart (WMT) says it will not open three planned stores in the Washington D.C area if a bill passes raising the minimum wage to $12.50/hour for retailers "with sales over $1B and retail spaces of 75K square feet or more." The company's stance is "immensely discouraging," Mayor Vincent Gray says. [View news story]
    Costco will do it.
    Jul 10 04:23 PM | 2 Likes Like |Link to Comment
  • IBM: The End Is Near [View article]
    Eventually, corps will do what cost less and that is not in IBM's favor.
    Jul 10 02:55 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    I personally do not believe MSFT could build a better phone than NOK.
    Jul 9 02:31 PM | 7 Likes Like |Link to Comment
  • Which Oil Company Is The Cheapest? [View article]
    Jacob, thanks for article. Long COP, VLO, HFC, ESV, NOV in energy sector so hope you are right about turnaround. May take good earnings to catch some momentum, especially refiners.
    Jul 9 02:23 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Voodoo economics".
    Jul 9 01:31 PM | Likes Like |Link to Comment
  • More on BlackBerry's (BBRY +2.7%) annual meeting: Thorsten Heins responded to a question about exploring licensing deals by saying BlackBerry will "pursue every opportunity to create value for shareholders." But he also insisted BlackBerry "must create value" before strategic options are considered. Heins disagreed with a shareholder who called the U.S. Z10 launch "a disaster," and blamed disappointing sales on partner efforts (previous). "I talked to staff at many points of sales and they were inadequately trained or not trained at all … marketing materials were missing." [View news story]
    One has to be "trained" to sell a Z10?
    Jul 9 01:22 PM | Likes Like |Link to Comment
  • Even With Negative FCF, Apple Still Undervalued [View article]
    Thanks for article.

    What I find even more remarkable is P is up 30% since announcement of iTunes Radio. Watch for a brutal fall.

    Patience. If < 400, add.
    Jul 9 09:55 AM | 1 Like Like |Link to Comment
  • Southwest Airlines (LUV +0.9%) reports revenue passenger miles grew 2.3% Y/Y in June despite a reduction in the number of flights flown during the period. The carrier improved its load factor by 60 bps to 85%. [View news story]
    Gotta love LUV. Going international and able to fly out of Dallas to anywhere they go without a stopover should be nice for shareholders in the next several years.
    Jul 9 09:04 AM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    Jul 9 08:59 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Progress! Not complaining here.
    Jul 9 08:37 AM | 1 Like Like |Link to Comment
  • Costco Is A Great Company, It's Just Too Expensive Compared To Its Peers [View article]
    Thanks for article. I thought COSTCO was over valued @ $95. Didn't sell and have no plans to do so now. Live about 5 miles from a store and go several times a month. Growth (crowds) is/are huge. Deals are unbelieveable, the $80k group may be right but there is no shrinking in that income level. The shrinking of the middle class is >$50k.
    Jul 8 04:50 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Bob.... Perry just announced he would not run for guvenor in 2014. Too bad as he would of lost. However, he didn't rule out another shot at the presidency.
    Jul 8 03:47 PM | Likes Like |Link to Comment