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  • Comcast Checkmates Google Wireless Plan [View article]
    jeremy, the whole point in cord cutting is to switch to internet service providerss, such as comcast. one way comcast is toing to stay competitive as an isp is their extensive network of hotspots.
    as far as google, i wouldn't count them out. all they need is a decent tower network and they can get good coverage. they can build, buy out, or lease space.
    Apr 23, 2015. 11:13 AM | 2 Likes Like |Link to Comment
  • Gilead, Mylan, And J&J: Cheap Compared To Peers [View article]
    Zub, Really? Really? Goldman Sachs has GILD on it's VIP list and you think no one but GILD is buying?
    GILD is buying, in fact they have allocated enough money to buy backs to repurchase 10% of the outstanding stock at $100, which makes it a great level for selling puts. Watch that 100 level get defended by GILD over and over, and others buy as well. Channel traders can pick their own sell spots.
    Mar 7, 2015. 12:05 PM | Likes Like |Link to Comment
  • Apple Watch Edition: Price - Simple Logic [View article]
    I have complicated medical issues and will be on the waiting list for a sports edition. If this watch truly communicates real time with my medical team, I will not consider this a "timepiece" but a medical alert device and have more than one. I won't always want to wear a casual model, and can see adding one Edition to my collection.
    I just don't want any formaldehyde issues coming back to bite me.
    Mar 3, 2015. 07:52 PM | 7 Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    Bradmeister, you seem to think that the only way to use options is to buy long calls. You need to get out more.
    Mar 2, 2015. 10:04 AM | Likes Like |Link to Comment
  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    Michael, Your well written, well research posts are a tough act to follow, yet you manage to keep producing them even as your job gets tougher. I hope that Apple is able to continue to post blow out quarters as their job gets tougher. I would bet my money on you being able to make the bearish case, as well as Apple making the bulls.
    Feb 26, 2015. 09:47 PM | Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    I always love a biblical quote, especially the one that Michael has quoted, Proverbs 16:18:

    "Pride goes before destruction, and a haughty spirit before a fall." English Standard Version

    Another proverb that applies is 26:7.

    Michael thank you for your post.
    Feb 13, 2015. 07:28 PM | 9 Likes Like |Link to Comment
  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    Can you even imagine how much cash Apple has available to buy back stock? Do you think Cook & Crew would allow the stock price to fall to any significant level? Do you realize that any hedge fund that is trailing it's benchmark is essentially short AAPL and will have to be buying aapl to catch up?
    One of these days the sun will become a red giant and destroy the earth. So eventually you will be right, it just might take longer than your life expectancy.
    Jan 29, 2015. 12:38 AM | 2 Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    Would you like your's with vanilla ice cream?
    Jan 27, 2015. 08:22 PM | 2 Likes Like |Link to Comment
  • Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth [View article]
    Real sensible. There is cathartic value in admitting when one's analysis is completely wrong. But if you want to stay wrong, no one is stopping you.
    Jan 27, 2015. 08:21 PM | Likes Like |Link to Comment
  • Google 2015 Outlook: The Year Of YouTube? [View article]
    There was a one-off buyback when they bought AdMob. You'll see every other year has an increase in the number of shares outstanding.
    Google is dedicated to being anti-wall street.
    Jan 9, 2015. 11:17 AM | Likes Like |Link to Comment
  • Google 2015 Outlook: The Year Of YouTube? [View article]
    Add to what buyback program? Did I miss something?
    Jan 4, 2015. 07:54 PM | Likes Like |Link to Comment
  • Google Is Undervalued And Unloved And Positioned For Success In The Future: Part 1 [View article]
    Finally a safe and sane analysis of Google.
    Dec 20, 2014. 10:24 PM | 2 Likes Like |Link to Comment
  • Google's Search Business May Not Survive The Next 10 Or 20 Years [View article]
    Thank you. Let's get more SA contributors to pile on Google just as they did with Apple. I love being able to buy all the way down, and then just when you think the corpse of a behemoth will feed the village, it announces something new and rockets to new highs. The key is to buy small amounts on the way down so when it rockets to new highs, you'll be well positioned.
    Dec 19, 2014. 12:11 AM | 2 Likes Like |Link to Comment
  • Walgreen Breaks Out To New Highs, Further Upside Ahead [View article]
    asta415, i bot more shares below 30 in 2012
    Dec 15, 2014. 09:55 AM | Likes Like |Link to Comment
  • Limited Remaining Upside For Shares Of Dow Chemical [View article]
    No mention of the other compelling cap on the stock price?
    Dow issued $4 billion in preferred shares (strike price $41.32) that pay an 8.5% dividend (bought by Buffett and Saudi Aramco to bail Dow out of a sticky Rohm and Haas commitment). Dow has the right to convert the preferred to common if the stock trades at $53.72 for any 20 days in a consecutive 30 day period. (I couldn't find if this trading price is adjusted for dividends paid.)
    The stock briefly traded above the conversion price before it got hit with heavy selling. It seems Liveris is doing his best to get the stock price up so he can get rid of the debt load, but he has been met with heavy resistance. There is no reason to believe that resistance won't continue.
    I am long stock and have been selling the 55 calls and 47.50 puts to enhance the returns.
    Nov 22, 2014. 07:32 PM | 3 Likes Like |Link to Comment