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  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    do you want some whine with that cheese?
    Mar 22, 2015. 12:08 AM | Likes Like |Link to Comment
  • Can't make this stuff up: Fast traders profiting from SEC system [View news story]
    someone should write an article about how XBRL gives the institutional investors who are spending/have spent millions on software development several hours or days advantage over retail investors who have no such tool for machine readable data
    Oct 29, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Here's How Sprouts Farmers Market Stacks Up To Competitors [View article]
    The conclusion that SFM and TFM have more room for expansion than WFM seems like it is based more on opinion since the only fact to support that conclusion was store count. What is preventing WFM from opening new stores? Everyone has to eat.
    Oct 28, 2014. 08:30 PM | 1 Like Like |Link to Comment
  • Danger Zone: United States Cellular [View article]
    USM will not be sold as long as the TDS CEO stays in place (TDS is the parent company of USM). Given that the TDS CEO keeps most of the directors on the payroll by personally voting them in with TDS Series A shares an acquisition of USM by a larger Telco or private equity is extremely unlikely. The business model of serving rural and underserved areas with high ARPU services is not a good match and leadership has no clue how to slow customer losses which has been a regular, monthly occurrence since 2008. Add to that the billing fiasco of 2013/2014 and a significant commitment to sell iPhones 2.5 years too late....all I can say is there are much better stocks to own than TDS/USM.
    Jul 31, 2014. 03:02 AM | Likes Like |Link to Comment
  • Why EMC May Be Undervalued [View article]
    EMC owns 80% of VMW. EMC consolidates 100% of VMW assets and liabilities on EMC's Balance Sheet. EMC would also consolidate any investment it "controls", has >50% ownership of or has a Variable Interest for which it has a disproportionate risk of gain or loss. So, all of VMWs cash is included in EMCs cash in every SEC filing.

    The income statement has everything you need to calculate net income attributable to VMW. By my math EMC's "Core Net Income" (non-GAAP) ex-VMW is about 2/3 of Net Income.

    Net income is good to know but analysts get too caught up in it. Cash is and always will be king when it comes to business and for that reason Cash flow from operations or a derivation of Free cash flow should be included in every buy/sell analysis.

    Since cash is king, I'd go long APPL rather than EMC.
    Feb 28, 2014. 11:38 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) releases Tim Cook's official statement (.pdf) to the Senate ahead of his Tuesday appearance at a hearing on corporate tax payments. Among other things, Apple claims it paid ~$6B in federal taxes in FY12 and a 30.5% effective federal tax rate, and that its foreign units don't engage in the practices the hearing focuses on (the shifting of IP to offshore havens, revolving loans from subsidiaries, etc). The company proposes a tax system that's "revenue neutral, eliminates all tax expenditures, lowers tax rates and implements a reasonable tax on foreign earnings." (previous[View news story]
    do you have anything useful to say? if you dont like living in a socialist country that taxes the bejesus out of everything then leave (is what businesses say to themselves)
    May 20, 2013. 09:27 PM | Likes Like |Link to Comment
  • Google Glass - Why It Could Hurt Google Stock [View article]
    my mistake, Navin R. Johnson. should have double checked my fictional movie character list
    Apr 20, 2013. 06:55 PM | Likes Like |Link to Comment
  • Google Glass - Why It Could Hurt Google Stock [View article]
    what would Mavin Johnson say?
    Apr 19, 2013. 08:06 AM | Likes Like |Link to Comment
  • Bet On Peltz, Pepsi And Mondelez? [View article]
    why would a person cut off a healthy arm?
    Mar 22, 2013. 08:21 PM | 1 Like Like |Link to Comment
  • Bed Bath & Beyond Not On Sale [View article]
    The title could as easily have been BBBY shares priced to Hold. The arguments presented against BBBY were not very convincing.
    Mar 11, 2013. 10:14 PM | Likes Like |Link to Comment
  • Why Apple Should Follow IBM's Successful Turnaround Story [View article]
    Every day at work I curse at IBM software for being buggy and unreliable but do get a good laugh when the next "hotfix" is ready to solve all our problems. I'm not short IBM but I'll never be long.
    Mar 10, 2013. 07:28 PM | Likes Like |Link to Comment
  • Income Investors And The Looming Inflationary Spiral [View article]
    does the 60 year chart in the opening represent your prediction or is just to change the outlook for the rest of the article? i like the proposed portfolio, it could benefit from a cyclical like DE, CAT or CMI even though they don't currently have the dividend you want.
    Mar 10, 2013. 07:28 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    I think most people, in particular traders, do not understand that the a leader is held accountable to ALL who depend on it (the leader). In the case of Tim Cook he is the leader of a company and he has an obligation to 1) shareholders 2) employees and 3) customers in no particular order.

    Now my personal opinion is that if a CEO of a good company takes care of 1) the customers and 2) the employees benefits will flow through to shareholders over a long-term period. The fact that Apple has nosedived from 700 is due to many things NONE of which have been a lack of leadership. The claims that Cook needs to give Shareholders something is ridiculous. In an age where the average shareholder 'owns' part of a company for less than a week I don't think any CEO has a primary responsiblity to Shareholders.

    Like anything that trades in a marketplace the primary driver of share price is supply, demand and greed. The funds saw an opportunity to ride the stock up, took profits and are continuing to divest until they can swing sentiment so far in the opposite direction that they can comfortably get back in, ride it up and try to do what they do best - maximize their profit.

    Apple may not be the growth stock it was 6-9 months ago but their customers still think extremely highly of the products (as shown by net promoter score) and it is still rated extremely highly in terms of places people, particularly college graduates, want to work. Add their massive asset holdings and extremely modest liability levels (a relative to Apple term) and you have a pretty good company.

    As a long-term investor I'm still long Apple and may add this week.
    Jan 24, 2013. 06:02 PM | Likes Like |Link to Comment
  • Visa - Don't Miss This Huge Value Opportunity [View article]
    I think the 4 billion plus is covered in the second paragraph. Debit Expense (income statement impact of 4.1B) Credit Liability. The other significant liability on their books, deferred tax liabilities ("DTL"), are GAAP garbage in my opinion. Most DTL's are depreciation related and have a corresponding actual tax savings or cash refund, both of which are beneficial to companies. That said I like DFS more and wish i hadn't sold after the paypal announcement was made - there will be an opportunity to buy back in, there always is.
    Sep 29, 2012. 05:16 AM | Likes Like |Link to Comment