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  • Odds Increasing For A Spirit Airlines-Frontier Merger  [View article]
    The CEO has mocked this idea in the past and no indication his view has changed. Maybe the earnings call will provide some clarity. I don't see a lot of upside for Spirit in a combination so I vote no.
    Oct 26, 2015. 11:37 AM | 2 Likes Like |Link to Comment
  • A Look At Spirit Airlines After Updated Guidance  [View article]
    Pray for higher oil prices which will slam the big 4. American has never been able to squash a competitor save maybe Legend and that was done with lawyers, not airplanes. Just loaded up on the downdraft and will enjoy the coming gains. Best analysis of Spirit I have seen in a long time.
    Oct 19, 2015. 11:12 AM | Likes Like |Link to Comment
  • Household Wealth Increases, Leverage Declines  [View article]
    Spoken by someone who has never lived pay check to pay check! What a load of BS!
    Jun 12, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • GDP Gap: 10% And Growing  [View article]
    You must have missed the letters to the Editor in the WSJ concerning Phil Gramm piece. Goverment grew during the Regan administration and shrunk during the Obama administration. Just saying!
    Apr 30, 2015. 08:34 AM | 1 Like Like |Link to Comment
  • The Housing Recovery Is Not At Risk  [View article]
    Kurt, I pray you are right. Housing is not and should not be viewed as an investment. It's an expense and for many in the middle class it is an unaffordable expense.
    Feb 26, 2014. 12:16 PM | 1 Like Like |Link to Comment
  • Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago.  [View news story]
    Software companies are always more profitable than hardware companies and have many more opportunities to improve margins.
    May 17, 2013. 04:17 PM | Likes Like |Link to Comment
  • "High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday[View news story]
    Who is right more often than he is wrong. Check it out before demonstrating your keen insight.
    Jan 25, 2013. 03:42 PM | Likes Like |Link to Comment
  • Apple Earnings: What's Next?  [View article]
    Jan 23, 2013. 06:37 PM | Likes Like |Link to Comment
  • A few more details on Facebook's (FB) Graph Search event: The product is still in limited beta, and no ETA is provided for mobile availability. Results are based on a ranking algorithm. Mark Zuckerberg says Graph Search "extends quite nicely" to Facebook's sponsored search product, but monetization isn't a priority for now. Would Facebook consider working with Google (GOOG)? "We want to work with any company as long as they'll honor the privacy of the folks on Facebook." (previous: I, II) (live blog[View news story]
    Privacy on FB, what hutzpa this man possesses.
    Jan 15, 2013. 03:30 PM | Likes Like |Link to Comment
  • If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins.  [View news story]
    As an analyst who pontificates strictly on gut feel I am lowering my estimate to $431.83 by the 4th of July. BTW, bought at that price, sold at $696 so now really trust my gut.
    Jan 15, 2013. 10:17 AM | Likes Like |Link to Comment
  • Android Is Dead, Part 1: Why  [View article]
    Sorry but I found this article to be about a yard wide and a millimeter deep.
    Nov 14, 2012. 04:38 PM | 8 Likes Like |Link to Comment
  • Apple's Ecosystem: Strength Or Liability?  [View article]
    It may be true that the Apple ecosystem is wonderful and marveleous but from my perspective "I HATE ITUNES!!!!"
    Nov 14, 2012. 01:40 PM | 2 Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    I agree with the comment about Barron's and for that matter the WSJ as well. Rupert is definitely having an influence and not for the better.
    Oct 20, 2012. 10:23 AM | 16 Likes Like |Link to Comment
  • Housing Price Update  [View article]
    It may be true that there is a lot of pent up demand but it is irrelevant if you can't qualify for a mortgage or don't have the requisite 20% down payment. It's still true what Clinton said, "it's the economy stupid".
    Jun 22, 2012. 01:16 PM | Likes Like |Link to Comment
  • This Has To Be The Housing Bottom  [View article]
    You can't buy if you can't qualify.
    Sep 28, 2011. 02:47 PM | Likes Like |Link to Comment