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  • Netflix: The Real House Of Cards [View article]
    Sake.... Agree.

    Bet NFLX was a life saver for those in the Northeast this winter. Folks under estimate the enticement of having the ability to watch what you want when you want for as long as you want. I enjoy watching stuff that I have already watched in years past. Great entertainment.
    Apr 4, 2015. 07:31 PM | 2 Likes Like |Link to Comment
  • April 4th. A Look Back At The First Q 2015 & A Mixed Picture Now. [View instapost]
    Thanks Fear, always good stuff.

    You sound a bit more cautious than before. Understandably.

    Agree with you on transports & bio-tech. I believe a temporary dip in both.

    With 22% cash I'm waiting for opportunities that I believe will be upon us this month. Made a rookie mistake buying a 2% position in each of the following the last 3 trading days in March: BIIB, ZU, XON, QRVO hoping for a pop the first several trading days in April. Quickly reversed all trades when things opened up ugly April 1. Got out even money, including trading fees. Still like BIIB, XON, QRVO but all 3 have got blasted since. Watching closely. ZU was pure speculation on an oversold situation & it has rose nicely since I got out.

    If I look at this time last year, my portfolio made a bottom the 9th trading day (the 11th I believe) of April '14. Portfolio had a 3.5% hit from the 3rd trading day of April through the 11th day (ouch). After AA reported earnings & before WFC/JPM reported. Rest of year was good with softness in Aug-Sept. Played Ebola scare nicely which made 2014 an outperform year.

    So can it do the same this year? Perhaps. Curious if Monday will be bearish or bullish due to soft employment. Watching very closely & if I get a better "good" feel, I may began to put some cash to work prior to April 15.

    Still on sidelines on energy other than a bit in refineries. I will wait for them to report at the end part of the month as not sure they are properly valued & nervous about the sector as inventories continue to build weekly although less so last week.

    AAPL & FB are 25% of portfolio & feeling good about the 2 at this time. Still think GILD is grossly cheap so hope numbers blow em out later this month.

    XON is a real excitement for me but, like I said, bailed after 1.5 days of ownership. Embarrassing but glad I did. Have no idea what a good entry in it is but really like their technology that is apparently beneficial to a lot of bio-techs. May be worth while to take a peak at their website & kinda watch. I have been excited before & been wrong (SPLK & DDD) in terms of getting out at a good price after getting in at a great price.

    Good luck to you & all.
    Apr 4, 2015. 07:03 PM | Likes Like |Link to Comment
  • Fire destroys GE storage facility at Louisville Appliance Park [View news story]
    The deal is to close later this year so I assume it still is a part of GE.
    Apr 4, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    Alex, great article as always. Thanks for sharing your knowledge.

    I believe the preventive health care data that the watch will provide will be huge for better health seeking individuals. Although there are a lot of devices that measure activity, I believe Apple's ability to scale this opportunity will be massive.

    I know 6 baby boomers (3 couples) that have greatly enhanced their activity level by having a device (iPhone 6) that simply measures steps, stairs climbed, workouts, cycling, etc. Having this data provides continuous incentive to better their past week numbers.

    Since Oct of last year, all 6 have dramatically improved their health. It all started with 1 of the 6 increasing activity level & the other 5 noticing the benefits which motivated them. Two no longer have to take blood pressure meds. The watch will be the catalyst for preventative care with an audience that is absolutely huge.
    Mar 24, 2015. 01:41 PM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: European Markets Fall Ahead Of Greek Meeting [View article]
    WM.... Thanks for recommendation. Although I haven't seen the movie I read the summary on

    Growing up in a small town with a large Hispanic population I can tell you they were "champs" in cross country during my school days. They dominated the area & state in the mile & 2 mile races. What was unbelievable is after finishing the race they weren't sweating or even breathing hard. Remarkable genetics for long distance races.

    If you have Netflix I recommend a new release "Bloodline". Not a feel good story but, IMO, a very good drama.
    Mar 23, 2015. 11:12 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: White House To Unveil Fracking Rules [View article]
    Guys before you get too excited note that the ban is for FEDERAL property only. Which is not stated above.

    I personally have no issue with horizontal fracking if done right. When not done right, it CAN & HAS polluted the air. Also, some well based accidents have pollotued water & soil. Problem is to regulate to ensure that its done right has to be extremely expensive on both energy corps & taxpayer.

    IMO, local residents should be part of the decision making process as they pay local taxes & are most impacted (positively/negatively).
    Mar 20, 2015. 08:55 AM | 23 Likes Like |Link to Comment
  • Wall Street Breakfast: Here Comes Apple's Web TV Service [View article]
    GM was simply doing what most all other consumer related corps (BAC, C, JPM, BP, AIG, PC manufactures, health insurance corps, hospitals, etc etc) were doing in between 2001-8. Not until we got a pro-consumer administration, justice department & ACA did things change. Of course, now, most are paying the price for their previous misdeeds. Perhaps they will think twice before they misbehave or one can at least hope.

    Obviously contrary to popular opinion on this thread but it is what it is.
    Mar 17, 2015. 03:46 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Here Comes Apple's Web TV Service [View article]
    The market gets excited when the largest market cap company ever increases its revenue 29.5% YoY & EPS increased 48% yoy (both are highest in corp history in $ terms).

    You don't have to buy or like AAPL but if you are an investor you have to at least acknowledge it's business savvy.
    Mar 17, 2015. 03:27 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Here Comes Apple's Web TV Service [View article]
    Apparently the market is excited.
    Mar 17, 2015. 10:50 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Here Comes Apple's Web TV Service [View article]
    Obama did not give Chrysler away to Fiat. A price was provided by Fiat & Chrysler board accepted the offer. Some Fiat money was taken back for the taxpayer due to the bailout.
    Mar 17, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Here Comes Apple's Web TV Service [View article]
    Via Apple AirPlay you can stream any type video available on the Internet (FB, YouTube, Yahoo, etc) to your TV if you have Apple TV. IMO, the future will be more than 1 offering but AAPL's business model is in a sweet spot once it does a deal with DIS/ESPN. NBC (Comcast) will eventually offer their content to offset declining revs.

    Cable broadband is still required but wifi will begin to erode that business model in the not so far off future, IMO.
    Mar 17, 2015. 10:27 AM | 2 Likes Like |Link to Comment
  • A Bear Market Is Unlikely In 2015 [View article]
    Thanks for sharing your article. I agree that a correction is likely this year & the march upward will continue.

    However, October 1987 brought us the largest single day (Oct 19th?) loss of >21% (S&P) ever before & since. The market was heavily over valued & the commentor above is correct that 87 was basically a wash until the subsequent 2-3 years. To simply say carry forward is not what happened in reality. Everyone that followed the market was scared as hell. If that were to happen now everybody would react the same, scared as hell.
    Mar 15, 2015. 02:35 PM | 2 Likes Like |Link to Comment
  • The New Apple: Embracing Personalized Technology With A Luxury Twist [View article]
    There will be many baby boomer customers. Activity metrics provided will lead to an increase in motivation/competition. There will be a lot that will see benefits of early adopters & will embrace subsequently.
    Mar 14, 2015. 10:03 AM | Likes Like |Link to Comment
  • Michael Kors: Apple Watch And A Collapsed Roof On Investors' Minds [View article]
    3-4 quarters in a row they beat expectations & tanked. Currently, it is a broken stock but may bust out one of these days.
    Mar 13, 2015. 09:31 AM | 3 Likes Like |Link to Comment
  • The Millennial Portfolio: Tracking A Virtual Portfolio 'Invested In What We Know' [View article]
    I think this an excellent portfolio for a millennial age investor. It's all about timing but good work putting this together & explaining.
    Mar 10, 2015. 05:55 PM | Likes Like |Link to Comment