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KenNagle

KenNagle
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  • A Simple Look At Apple's Cash Flows [View article]
    Would you share your thinking ("guess") on 15-20% growth. Is this estimate with the current product lineup or are you expecting another disruptive product introduction?
    Apr 18 12:55 PM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Same question from me - who are you?
    Apr 16 04:34 PM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Within a reasonable range, I don';t think fluctuations in the price of oil will impact demand for Seadrill's equipment. Exploration budgets by the major E&P companies are set for years ahead. They are not going to change their long-term programs easily.
    Apr 16 04:30 PM | Likes Like |Link to Comment
  • Seadrill Continues To Deliver On Growth Promise [View article]
    I think the two recent presentations SDRL gave at energy conferences laid out clearly what managemen is thinking.
    Apr 16 08:32 AM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Seadrill's most recent presentation in March.

    http://bit.ly/ZwjBnM
    Apr 15 01:30 PM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    A special one time dividend is the worse thing Apple could do. The cash would be gone and the stock would most likely drop by the amount of the dividend.
    Apr 15 12:53 PM | 2 Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    At a Credit Suisse energy conference earlier this year Seadrill's management gave a comprehensive presentation and it stated that the current dividend is the "floor". I don't think they would have stated that without good reason to believe it.
    Apr 15 10:34 AM | 1 Like Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    Lot of thoughts and opinions here.

    Less we forget.... I want to end the day on a positive by thinking of Apple's competitive advantages and why it is not just another company.

    1. By now it has about $145 BILLION in cash and growing by the
    minute. (no debt)
    2. Number 1 or 2 brand name in the world.
    3. Most admired company in the world.
    4. "gobs" of patents
    5. Growing retail operations are a "destination" shopping experience.
    6. Supply chain might have hit a few bumps due to high product demand, but Apple's supply chain is still one of the top-rated in the world.
    7.App business is # 1 and growing
    8. Cash provides abundant opporunites.

    I am taking Tim Cook at his word - don't bet against Apple!

    Dividends - Growth and Value - what not to like?
    Apr 12 12:27 AM | 3 Likes Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    No need to get abusive.
    Apr 11 10:44 PM | 1 Like Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    Good assessment of what happened Doc. The conundrum I see is that Apple cash is growing by the minute, but at this point just collecting dust as far as the market is concerned.

    Apple has the cash and the technology to "disrupt" the transaction processing/credit card industry. There has been some speculation on this with the recent news on its fingerprint" technology.

    The following article published on SA in 2012 makes a strong case.

    http://seekingalpha.co...

    Apple needs a source of revenues and profits not directly associated with its current product lineup (who knows what is in the pipeline)
    Apr 11 07:04 PM | 1 Like Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    Any "special" one time dividend is a bad move. Cash is gone and what do you do or an encore?

    Apr 11 01:19 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. [View news story]
    I don't know much about Ron Johnson's failure at JC Penny, but I don't think JC Penny has a place in the current retail department store landscape and is destined to fail.

    It would be a mistake to bring him back to Apple - nothing wrong with the way Apple's retail is operating.
    Apr 8 06:41 PM | 3 Likes Like |Link to Comment
  • Add Brian White to the growing list of Apple (AAPL -1.3%) fans who think a bigger iPhone is needed. "We are being told that the minimum size needed by Apple is a 4.5-inch display on the iPhone; however, a 5-inch to 5.5-inch would be optimal," writes the Topeka analyst after talking with Chinese/Taiwanese suppliers. Also: Cowen sees more room for iPad growth in the U.S., citing encouraging survey data, and BTIG's Walter Piecyk, who recently upgraded Apple, thinks a new capital-allocation plan will be timed to coincide with a downbeat FQ2 report (results are due on April 23). [View news story]
    It appears that most of the solid-fact info on Apple in the last few days has been positive, but sentiment remains bearish. In days past Apple would have jumped on the comscore report. Most troubling is that Apple continues to be recalcitrant.
    Apr 5 02:00 PM | 2 Likes Like |Link to Comment
  • Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M[View news story]
    I also think way over done. Generally, news of this type results in some panic selling. I have done that more times than I care to think about. Generally found that there was no reason to panic.
    Apr 3 03:33 PM | Likes Like |Link to Comment
  • Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M[View news story]
    I also think way over done. Generally, news of this type results in some panic selling. I have done that more times than I care to think about. Generally found that there was no reason to panic.
    Apr 3 03:33 PM | Likes Like |Link to Comment
COMMENTS STATS
270 Comments
405 Likes