I think the real question investors need to ask - is where do you see Apple 5 years from now? If you believe a Tim Cook led Apple will continue to innovate, release awesome, meaningful products, then this is a great entry point. If you think Apple is yesterday's story, then maybe it's not the risk for you. Don't think about today, or tomorrow, think about the company you see five years from now....
Groupon (GRPN): Q4 GAAP EPS of -$0.12 misses by $0.15. Revenue of $638.3M (+30% Y/Y) in-line. Gross billings +24% Y/Y to $1.52B. Expects Q1 revenue of $560M-$610M, below $650.3M consensus. Expects Q1 operating income of -$10M to $10M. Shares -25.8% AH. (PR) [View news story]
if you've been listening to WMT, TGT and some of the other retailers... even DLTR commentary... it's obvious that 2013 has started out rocky ....it might be time to start buying some protection/risk off trade...
Sorry Bears, We're In A Secular Bull Market [View article]
Big market sell-offs are accompanied by significant unknown news or little anticipated news by the market. There's not a lot of fear right now, we know the economy is slow, we know Congress acts like a bunch of leptons.. and for now the Fed is still backing QE.... anticipating and waiting and trading before bad news, can be costly... so I say, it's always better to wait and hop on the trade after it happens...
More on PepsiCo (PEP): The company sees stable organic growth of 5% during Q4 with the snacks business outperforming beverages and both price and volume contributing to the broad gains. For 2013, EPS is forecast to grow by 6% to $4.34-$4.35 vs. $4.40 consensus. PepsiCo boosts its buyback to $10B and ups its dividend payout rate to $2.27/share. PEP (PR) [View news story]
It's going to be harder to make it thru the day without Warren Buffet making money off you....
Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
When the Fed is responsible for buying 80% of Treasuries, of course Jim Rogers is going to be right... but the printing press can go on for a long time - far longer than most of us can afford to sit in the trade....
keeping dvd's around says a lot about the long term prospects of our country ... it's kindof like our 15 mbps internet service that we overpay for , when the faster growing economies are all at 100 mbps internet speed for the same cost and often less... keeping DVDs around is like wanting to drive a model T over a BMW ... that's the kind of thinking the Baby Boomers have used to destroy us financially for generations...
Sprint (S) offers to buy the portion of Clearwire (CLWR) it doesn't already own for $2.90 a share, according to a SEC filing. The company proposes to provide interim financing of up to $800M. CLWR +1.8% premarket. [View news story]
Shipping times for the iPhone 5 have fallen to 2-3 weeks from 3-4 weeks at Apple's (AAPL -0.7%) online store. Gene Munster and AT&T both remarked last Friday the iPhone 5's supply situation was improving, though Foxconn noted earlier in the week it's still unable to meet demand. [View news story]
i just ordered an iPhone 5 via Verizon Wireless online and got an order confirmation that it will be shipped on 11/16 - so that's only 4 days..
Sprint (S +0.5%) acquires control of Clearwire (CLWR -8%) after buying out one of the the latter's other investors, Eagle River Holdings, with the deal giving Sprint a stake of 50.8%. [View news story]
this transaction gets more complicated by the day...CLWR might be a in a better position, but McCaw just crapped on shareholders no matter how you look at i...
Sprint (S) says it isn't planning any immediate takeover of Clearwire (CLWR), tabling any talk of a deal for at least 6-8 months until the Softbank deal closes. Shares of Clearwire jumped 16% today on speculation of an imminent takeover, and have skyrocketed 78% over the last two trading days the previous week. Despite the fervor, a deal between the two is speculative at best. S doesn’t need to own CLWR because it already has access to its spectrum, and its very expensive to boot. [View news story]
CLWR none of this information is new - it was rehashed from earlier in the day. it's a typical stall tactic during negotiations.. and why would Direct TV go all the trouble of filing a complaint with FCC about TWC and CMCSA ownership in CLWR? This is only the 1st inning.. a long ways to go....
Softbank confirms that it has agreed to acquire Sprint (S) in a deal worth $20.1B. The Japanese mobile operator will purchase $8B in newly-issued stock and $12.1B in existing shares, giving the company a 70% stake in Sprint overall. Watch live press conference here. [View news story]
You have to think global here where TDD-LTE is 5-10 years ahead of the U.S. -- if anything S/Softbank is getting CLWR at a bargain.
5 Stocks To Watch For Gains This Week [View article]
At Yahoo, 6 Months And $1 Million Later, Marissa Mayer Needs To Get To The Point [View article]
How Apple Almost Pulled It Off [View article]
Groupon (GRPN): Q4 GAAP EPS of -$0.12 misses by $0.15. Revenue of $638.3M (+30% Y/Y) in-line. Gross billings +24% Y/Y to $1.52B. Expects Q1 revenue of $560M-$610M, below $650.3M consensus. Expects Q1 operating income of -$10M to $10M. Shares -25.8% AH. (PR) [View news story]
Is Apple Just Boring? [View article]
Sorry Bears, We're In A Secular Bull Market [View article]
More on PepsiCo (PEP): The company sees stable organic growth of 5% during Q4 with the snacks business outperforming beverages and both price and volume contributing to the broad gains. For 2013, EPS is forecast to grow by 6% to $4.34-$4.35 vs. $4.40 consensus. PepsiCo boosts its buyback to $10B and ups its dividend payout rate to $2.27/share. PEP (PR) [View news story]
Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
Netflix Should Reconsider The DVD [View article]
Sprint (S) offers to buy the portion of Clearwire (CLWR) it doesn't already own for $2.90 a share, according to a SEC filing. The company proposes to provide interim financing of up to $800M. CLWR +1.8% premarket. [View news story]
Shipping times for the iPhone 5 have fallen to 2-3 weeks from 3-4 weeks at Apple's (AAPL -0.7%) online store. Gene Munster and AT&T both remarked last Friday the iPhone 5's supply situation was improving, though Foxconn noted earlier in the week it's still unable to meet demand. [View news story]
Sprint (S +0.5%) acquires control of Clearwire (CLWR -8%) after buying out one of the the latter's other investors, Eagle River Holdings, with the deal giving Sprint a stake of 50.8%.
[View news story]
Sprint (S) says it isn't planning any immediate takeover of Clearwire (CLWR), tabling any talk of a deal for at least 6-8 months until the Softbank deal closes. Shares of Clearwire jumped 16% today on speculation of an imminent takeover, and have skyrocketed 78% over the last two trading days the previous week. Despite the fervor, a deal between the two is speculative at best. S doesn’t need to own CLWR because it already has access to its spectrum, and its very expensive to boot. [View news story]
Softbank confirms that it has agreed to acquire Sprint (S) in a deal worth $20.1B. The Japanese mobile operator will purchase $8B in newly-issued stock and $12.1B in existing shares, giving the company a 70% stake in Sprint overall. Watch live press conference here. [View news story]