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  • Sifting The Apple Rumors: iWatch [View article]
    Excellent overview of what the iWatch may be. Thanks for sharing.
    Mar 18 10:33 AM | 1 Like Like |Link to Comment
  • Splunk: Expensive By Most Metrics [View article]
    Thanks for article. As a long term holder of SPLK, I purchased additional shares at $84.?? today. > 20% below all time high of $106 several weeks ago. Also, management tends to be conservative in their going forward estimates & I expect much more growth than 33% guided.
    Mar 10 02:47 PM | 1 Like Like |Link to Comment
  • Fears of terrorism in Boeing 777 disappearance [View news story]
    777 began selling in 1995 & has one of the best safety records of any aircraft design.
    Mar 9 01:18 PM | 5 Likes Like |Link to Comment
  • Ensco: A Great Buying Opportunity In A High-Yielding Stock [View article]
    In my value segment of stocks ESV looks like a home run when measuring earnings & rev growth, both around 16% yoy as of most recent qtrly report! very low p/e & peg. I sold late last year after hanging on for 2 years with a mostly flat ROI. Myself nor my investment partner could not ever understand why the stock value never appreciated. You may be timing it well now & the divi is a 1-1.5% higher than when I made my investment. I just couldn't justify tying money up w/o a return. One of these days it should appreciate.

    Good luck & thanks for article.
    Mar 9 01:04 PM | 2 Likes Like |Link to Comment
  • Smart Watch Sales In The United States May Reach $14.7 Billion [View article]
    Alex, really enjoy your well thought out & analytical articles on Apple. It does help that I am long AAPL.

    You mention teens as being first adopters for physical measurement wearable type devices. I agree, however, I can easily see baby boomers embracing same devices as well & at a faster pace. A lot of baby boomers are in need of easily attained health related information that is personalized to them specifically. This information & resulting personalized exercise routine will allow them to better delay health issues that occur as one ages. Information is key.

    I am about to enter my 6th decade of life & after many many excellent annual physicals, the most recent checkup indicated that I must begin to be less sedate, per my physician. I began walking, briskly, at a neighborhood park. Although I recognize benefits, (more energetic, more limber, etc) I need more information that would allow me to maximize what I really need to do. At this point I am clueless as to what my heart rate is or should be, how many miles did I walk & in what time, what is & should be my blood pressure, what should my performance be measured with others of same age & weight, what are my goals etc etc. Without information and goals I can easily see one getting bored and stop exercising. With information & goals I can easily see a lot of people of all ages competing with themselves striving to attain health based goals. I see a huge opportunity on the horizon for health based wearables as information provided will measure success.
    Mar 8 11:12 AM | Likes Like |Link to Comment
  • Apache's Shale Oil Push In North America [View article]
    Although I'm not a APA shareholder I do have Permian based stocks and Jennifer has greatly enhanced my knowledge of those companies. Long XD, COP, CXO & NOV.
    Mar 6 10:53 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Gasoline in Texas peaked in July 2008 at $4.10. I think Obama was a senator at that time.
    Mar 6 09:19 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I don't call getting fined almost $1b a winner. Only earlier models would have been banned anyway. Certainly a win for AAPL & consumers by default as Apple will continue to out innovate sam.
    Mar 6 09:17 AM | Likes Like |Link to Comment
  • The Galaxy S5 Dive Sets Up The iPhone 6 To Thrive [View article]
    Nobody cares about your phone.
    Mar 6 08:53 AM | Likes Like |Link to Comment
  • Facebook rallies on Stifel PT hike [View news story]
    Ad revenue soared for the last 3 qtrs. Something is working right. Businesses are not stupid with their advertising bucks.
    Mar 5 02:36 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Al.... If you want some real action ------>CANN. Yes, I CANN CANN.
    Mar 5 02:05 PM | Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    Nobody cares about your politics.
    Mar 5 12:35 PM | 11 Likes Like |Link to Comment
  • Big Data Stocks: Growth And Valuation Examined [View article]
    Thanks for sharing your article. A lot of folks don't realize that SPLK is viewed by many as a must have for software security as it provides a method to analyze huge amounts of data quickly to provide isolation of & an early warning of suspicious activity.

    Very long SPLK. Buying more if it gets into high $80's.
    Mar 4 04:40 PM | Likes Like |Link to Comment
  • Why Michael Kors Should Continue To Outperform [View article]
    I can tell you that the winter line presented in Feb won huge praise from buyers. The spring line looks very good and add a great winter line, this can move the stock hugely. Their fashion is flawless, certainly not outrageous, for the professional lady. Ready wear, bags, shoes & watches have been coordinated very nicely.

    Very long KORS.

    Thanks for sharing your article!
    Mar 4 04:34 PM | Likes Like |Link to Comment
  • IDC Smartphone Forecast Is Bullish For Apple [View article]
    Balanced article. Thanks for sharing.
    Mar 3 01:49 PM | Likes Like |Link to Comment