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Dar

Dar
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  • 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 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 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 03:42 PM | Likes Like |Link to Comment
  • Apple Earnings: What's Next? [View article]
    5
    Jan 23 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 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 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 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 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 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 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 02:47 PM | Likes Like |Link to Comment
  • Another Manic Monday: Greenspan Finally Agrees With Me [View article]
    For the current crop of Republicans to even utter the words Ronald Reagan is an abomination. They are not even close to following his philosophy of government.
    Aug 3 01:23 PM | 3 Likes Like |Link to Comment
  • Airlines: Some Costs They Can't - And Shouldn't - Cut [View article]
    A lot of comments that pretty much show an ideological bent. There are many reasons for the airlines plight but my opinion is there are three major factors.
    1) Deregulation - It has driven down prices and when that happens costs have to come down too. Wal-Mart is the text book example demonstrating this fact. It may bring some growth and more pilot jobs but not at the same wage rates as before. It's made flying a hassle and accelerated the use of virtual meetings (video conferencing, webex, etc) to replace face-to-face contact.
    1) Pilot Unions - Pilots complain about management but management can pick up and leave whenever they feel unloved. Pilots can't really do that and it's their own fault. There union seniority puts them in a straight jacket; they can't strike easily and they can't just leave the airline either. What good does the union do? Not much except to keep the union executives living like swells.
    3) 911 and the aftermath. We now have more hassle than ever with TSA making everyone's life more stressful than ever and adding more fee's to every ticket. Soon fees will surpass ticket cost on every flight.

    None of these are good for the airline industry and by extension not good for any of the employees. Every employee is affected although I must say the pilots (especially APA) seem to complain, perhaps whine is a more apt description, than most.

    Full disclosure - I have family in the industry including a captain.
    Nov 1 01:06 PM | Likes Like |Link to Comment
  • Credit Suisse Income Fund: Breach of Moral Obligation [View article]
    Joe -- Good on you. This isn't the first time CS has been delinquent in their publishing information on their web site. Some time ago I complained directly to them about not posting NAV in a timely manner (it wasn't updated for over a week) and threatened an SEC complaint. I received a call from them informing me they would be keeping the web site up to date moving forward and they did.

    I should not have to remind them of their obligations but at least they responded.

    Dar Busa
    Sep 8 12:59 PM | Likes Like |Link to Comment
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16 Comments
30 Likes