Why Chesapeake's New CEO Makes It A Better Long [View article]
My understanding is that McClendon's right to invest personal funds to participate in CHK wells was well known and shareholder approved.
What was not disclosed nor approved was his securing personal loans against his well-ownership AND that those loans were granted by a company that did business with CHK. I believe this arrangement was the conflict of interest that cooked McClendon's goose.
3 Percent Plus Yielding Cisco Moving Much Higher After Earnings [View article]
Always gaps up? Looking at the free info on Optionslam, the most recent past earnings on February 13, 2013, the stock went down 1.3% after hours, then rebounded a bit to finish down .7%. Always gaps up and normally goes red by the close of the day after? After Nov 13, 2012 earnings the stock went up 7.12%, by the end of the trading day after, the stock had pulled back to +4.8 percent. Maybe a red candlestick, but still held up. After Aug 15, 2012 earnings the stock was up 7.37% after hours, and by the end of the next day it closed up 9.62%. It may have opened higher and created a red candle by the end of the day, but I'd take a red candle with almost a 10% rise. I will agree, we shall see, but it certainly is looking better than a gap down after hours.
The Covered Call Management Of The Apartment Building [View article]
Replacing PEP with 10 shares of GOOG would require a mini-option with a multiplier of 10, not 100. The January mini at around $59 would be $590, not $5900.
The Shanghai Evening News, the Chinese paper that yesterday published an interview with Apple (AAPL) marketing chief Phil Schiller, has revised the interview's text to remove remarks about how a cheap iPhone "will never be the future of Apple's products." Now, Schiller is simply quoted as saying Apple will "never blindly pursue market share," and is focused on making "the best products." That leaves some leeway for WSJ/Bloomberg reports about a low-cost iPhone project to pan out. [View news story]
Or owners can trade in their current phones for newer models, then apple can re-sell them as 'certified pre-owned'
Activision's 'World Of Warcraft' - A Theoretical Exercise [View article]
My son has been a player of WoW since vanilla (the original game). When I realized that I was no longer purchasing games for his Nintendo I bought stock in Vivendi; I exited that position when Vivendi spun off blizz. The problems with owning the stock is identifying what it is? Growth or Value? In the early days, WoW was adding subscribers faster than they could add servers. That is growth. WoW is no longer growing. They have not need to add new servers, in fact, they really need to reduce them. To get around this obvious sign of decline, instead of merging servers, what they have done is create "zones" which merge several servers together. Growth is gone. Now what about value? ATVI has a P/E of 14.5, with a 1.6% yield. In comparison, MSFT has a P/E of 14.4, with a yield of 3.4/% On a head-to-head comparison, MSFT is the better value, and it has more sources of income and resources for growth. Value is questionable. Another factor that I believe is working against ATVI: A while back ATVI made a foray into social networking by allowing players of any of their massively played online games to exchange emails and become "real life friends." This allows players to see when one of their friends logged on to another blizzard game, and perhaps encourage these friends to pay for another game and sign up for that one as well. Instead of promoting game play, what I've noticed is that my son now has real life friends he speaks to, or texts to, on his iPhone. Having a group of friends was supposed to make it easier to all group up together to play together. This hasn't worked for my son or his friends. Since they no longer have to play together to be in contact, they don't log on as much. In fact, when the game gets boring, they cancel their subscriptions until they hear of something new they want to try out. To combat this defection rate, Blizz has run various promotions to get WoW players to keep playing (such as offering a free subscription to another game) or incentives to invite defectors back (extra play time, in-game bonuses, etc.) The lack of people logging on to play together has created a problem for blizz; how to provide ways for players to experience the newest content when they don't have people to play with? When the game launched in 2004, in order to experience this content a player had to join up with 39 other players. Later that number was reduced to 24. Then to 9 other people. It can be so difficult to find even 9 other players with the correct configuration (tanks, healers, melee damage dealers, and ranged damage dealers) that blizz created a method that a player can sign up to be randomly grouped up with other players. I've asked my son if he or his friends are finding this "random raid finder" to be a useful feature for playing the game or finding new friends, and he quickly answered, "absolutely not." Taking all these factors into consideration, I'd stay away from ATVI. In fact, I'll be looking to find ways to make money on the downside, perhaps by call credit spreads.
I hadn't heard of the "regime risk" placing uncertainty over all that cash that can't be repatriated. Maybe Tim Cook is concerned about China and he is over there right now stuffing the cash in his trousers to reduce "regime risk." Because we all know Apple deals only in cash and is not able to transfer funds electronically. (Except in America where to reduce "Regime Risk" they don't accept cash in Apple Stores.)
Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately. [View news story]
I didn't recall Kate Beckinsale: only remembering Don Adams. I still think there would be some OMG factor to an iPed, especially in China.
Why Chesapeake's New CEO Makes It A Better Long [View article]
What was not disclosed nor approved was his securing personal loans against his well-ownership AND that those loans were granted by a company that did business with CHK. I believe this arrangement was the conflict of interest that cooked McClendon's goose.
Senate Slams Apple On Tax Avoidance [View article]
Senate Slams Apple On Tax Avoidance [View article]
3 Percent Plus Yielding Cisco Moving Much Higher After Earnings [View article]
Always gaps up and normally goes red by the close of the day after? After Nov 13, 2012 earnings the stock went up 7.12%, by the end of the trading day after, the stock had pulled back to +4.8 percent. Maybe a red candlestick, but still held up.
After Aug 15, 2012 earnings the stock was up 7.37% after hours, and by the end of the next day it closed up 9.62%. It may have opened higher and created a red candle by the end of the day, but I'd take a red candle with almost a 10% rise.
I will agree, we shall see, but it certainly is looking better than a gap down after hours.
The Covered Call Management Of The Apartment Building [View article]
Apple Is Worth $265 [View article]
The Real Truth Behind Apple's Growth [View article]
The Shanghai Evening News, the Chinese paper that yesterday published an interview with Apple (AAPL) marketing chief Phil Schiller, has revised the interview's text to remove remarks about how a cheap iPhone "will never be the future of Apple's products." Now, Schiller is simply quoted as saying Apple will "never blindly pursue market share," and is focused on making "the best products." That leaves some leeway for WSJ/Bloomberg reports about a low-cost iPhone project to pan out. [View news story]
Is Apple Really A 'Buy'? [View article]
Activision's 'World Of Warcraft' - A Theoretical Exercise [View article]
The problems with owning the stock is identifying what it is? Growth or Value?
In the early days, WoW was adding subscribers faster than they could add servers. That is growth. WoW is no longer growing. They have not need to add new servers, in fact, they really need to reduce them. To get around this obvious sign of decline, instead of merging servers, what they have done is create "zones" which merge several servers together. Growth is gone.
Now what about value?
ATVI has a P/E of 14.5, with a 1.6% yield. In comparison, MSFT has a P/E of 14.4, with a yield of 3.4/% On a head-to-head comparison, MSFT is the better value, and it has more sources of income and resources for growth. Value is questionable.
Another factor that I believe is working against ATVI: A while back ATVI made a foray into social networking by allowing players of any of their massively played online games to exchange emails and become "real life friends." This allows players to see when one of their friends logged on to another blizzard game, and perhaps encourage these friends to pay for another game and sign up for that one as well. Instead of promoting game play, what I've noticed is that my son now has real life friends he speaks to, or texts to, on his iPhone. Having a group of friends was supposed to make it easier to all group up together to play together. This hasn't worked for my son or his friends. Since they no longer have to play together to be in contact, they don't log on as much. In fact, when the game gets boring, they cancel their subscriptions until they hear of something new they want to try out. To combat this defection rate, Blizz has run various promotions to get WoW players to keep playing (such as offering a free subscription to another game) or incentives to invite defectors back (extra play time, in-game bonuses, etc.) The lack of people logging on to play together has created a problem for blizz; how to provide ways for players to experience the newest content when they don't have people to play with? When the game launched in 2004, in order to experience this content a player had to join up with 39 other players. Later that number was reduced to 24. Then to 9 other people. It can be so difficult to find even 9 other players with the correct configuration (tanks, healers, melee damage dealers, and ranged damage dealers) that blizz created a method that a player can sign up to be randomly grouped up with other players. I've asked my son if he or his friends are finding this "random raid finder" to be a useful feature for playing the game or finding new friends, and he quickly answered, "absolutely not."
Taking all these factors into consideration, I'd stay away from ATVI. In fact, I'll be looking to find ways to make money on the downside, perhaps by call credit spreads.
AT&T's Smartphone Sales Point To A Strong Holiday Quarter For Apple [View article]
Analysis Of Anne T. Coughlan's Herbalife Articles [View article]
http://bit.ly/XPULo2
and what parties he and/or his firm is representing?
Hurdles For Apple Longs [View article]
A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
So maybe Cook is in China for job interviews.
Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately. [View news story]