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  • Apple gains following bullish Piper, Morgan Stanley iPhone notes [View news story]
    Some are probably returns due to a defect & refurbished & sold through various means. Some dead folks too (rip).
    Jun 24, 2015. 11:45 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Ahold, Delhaize Confirm €26B Mega-Merger [View article]

    Me too. Finally left insurance corp I was with for 35+ years 3 years ago. Still get annual increases of around 18%.

    Hedged costs by investing in AIG, CI, AET, UNH & BRK.B. Worked thus far but who knows bout future.
    Jun 24, 2015. 08:49 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Eurozone Economy Weathers Greek Storm [View article]

    For me right now a sideway thumb. On watchlist & would be very interested in the mid to high $70's. I think it is an opportunity in the making, just trying to be patient with it right now. Had it in mid $90's, saw it go up just under $120 & bailed at even money.
    Jun 23, 2015. 12:19 PM | 2 Likes Like |Link to Comment
  • Apple: 3 Questions For The Current Quarter [View article]
    Bill, always look forward to reading your stuff on AAPL. Thanks.

    You have 6m estimate for watch for this quarter. I've heard of around 1.9m sold online before arrival at stores just recently. Can you expand on how you came to your 6m estimate?

    Imo, ipad sales will be weak this quarter & next but think it will be another ipad holiday this year as it was in 2013. Would love to get a mini with newest chip.
    Jun 23, 2015. 12:01 PM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Stocks Soar On Greek Hopes [View article]
    Up > 42% in the last 362 days. Bummer!
    Jun 22, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • Report: Apple Watch 2 set to have FaceTime camera, iPhone-free data use [View news story]
    I'm quite happy with the battery after the news of just 1 day. I get a little more than 3 days. Use it often but don't have many notifications outside fitness stuff. Get maybe 2 texts a day (old guy).
    Jun 18, 2015. 06:01 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: All Eyes On Fed Meeting [View article]
    Compare blue vs red.
    Jun 17, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: All Eyes On Fed Meeting [View article]
    Yep, Reagan was able to produce 1million jobs in 1 month. 700,000 were communication workers coming back to work from a strike.
    Jun 17, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • Apple's iPad Problem And How To Solve It [View article]
    Collapsed from holiday quarter 2013 which was what Cook predicted "an iPad Christmas" & he was right, they blew the doors off.

    I fully expect holiday quarter 2015 will be another iPad Christmas. Smart marketing, imo. Develop great upgrades & promote ipads during "s" cycle years. I plan to purchase several this holiday season.
    Jun 15, 2015. 03:53 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: European Shares Rise On Greek Hopes [View article]
    XOM bought out XTO in 2010 which was & still is one of the most prolific natural gas fracking corp in the Barnett Shale (Ft Worth Basin).

    Agree little damage, but some nonetheless. Not a slight nuisance if you live in the area of the quakes regardless of your political leaning.

    XOM may not be the guilty culprit but cannot deny the existence of quakes as those working at their corp headquarters in Irving have felt more than 20 quakes in the last year.
    Jun 11, 2015. 10:20 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Next Bank Shakeup - Deutsche Bank Bosses Resign [View article]
    As a Texan I will inform that the texas Railroad Commision is not an enemy of big oil. If you are a small energy corp in Texas you may need to worry as they, based on last 20 years, have sided with big energy corps.

    There have been over 200 earthquakes in the last three years in North Texas. Prior to the last 3 years, none that I can find. Google "North Texas Earthquakes".

    Initially, earthquakes occurred in Azle, Texas but we're mostly ignored as the population is < 11k. However, when they ocurred in Irving, Texas, population of > 200k & home to Exxon (XOM) & Pioneer Natural Resources (PXD) things began to change. Both cities are considered conservative but when it happens in your backyard you are naturally concerned regardless of political affiliation.

    It appears that it is not "fracking" that causes the earthquakes but disposal of waste chemicals from fracking. Waste disposal is typically contracted out to smaller corps & I suppose they will take the brunt of the situation.

    I am pro energy & fracturing if done right. Problem is that I, as well as most folks that are directly impacted by the surge in earthquakes, want it done right & want the problem solved rather than it being a political football that pivots folks solely based on political alliance. This is an elementary problem that can be solved but political posturing is detrimental to solution which continues to divide folks based on political leanings. There is a solution to this problem but you must first recognize that there is a problem which is the current issue at hand.

    I will also add that the earthquakes have done little damage to existing structures but some damage has occurred which has been reported to be minor but if it is your house it is major.
    Jun 9, 2015. 12:13 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    2hard... What you depict are expenses that all corps depreciate or expense. Oil corps have "depletion expenses" that no other corps are able to deduct from the income statement. It is what it is regardless of your political bias.
    Jun 8, 2015. 11:36 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Netflix In Talks To Enter China - Reports [View article]
    Tas.... Surely I jest? That's the problem with your type, you cannot accept facts that are contrary to your old world beliefs. Open your mind to the real world.
    Jun 8, 2015. 11:25 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Next Bank Shakeup - Deutsche Bank Bosses Resign [View article]
    Mobile payment at retail terminal is OS agnostic (NFC). Apple simply designed what credit card corps thought was a system that is more secure from fraud via token encryption & finger print verification. CC corps were willing to allow .15% payment to Apple obviously assuming they would have less fraud & the system would be beneficial to them.

    Going forward I'm sure Android & any other mobile OS will have their own, more secure, payment method that will be accepted by the same credit card terminals. CC corps will be unwilling to share proceeds if they don't believe their bottom line will be enhanced.

    MCX is debit card based as merchants did not want to pay higher CC fees associated with credit. Not a consumer friendly designed system, imo.
    Jun 8, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Apple Needs To Showcase Gaming At WWDC 2015 [View article]
    Good read Alex. Appreciate you sharing your knowledge as I'm not a gamer & your article was useful for me.
    Jun 8, 2015. 09:36 AM | Likes Like |Link to Comment