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  • I'd Buy Apple From This Billionaire That's Selling [View article]
    Thank-you for the insightful comment re: beating the market.
    Oct 16 12:33 AM | Likes Like |Link to Comment
  • Apple: Valuation And Forecasts [View article]
    Very true, tech evolves and changes very rapidly.
    Oct 16 12:31 AM | Likes Like |Link to Comment
  • Apple: Valuation And Forecasts [View article]
    Very true, technology changes and evolves so fast, a key positive for Apple in this regard is Cook's increasingly proactive focus on continually fostering innovation throughout the company and encouraging all staff to think entrepreneurially. As innovation in new products/services and of entirely new products/services is key for all tech. companies long-term relevance and continual growth.

    Many studies i.e. by Deloitte and Touche indicate companies which encourage an entrepreneurial spirit, creative thinking, ect.. in all employees and sincerely encourage them to share their ideas at work and build on them, develop more new successful products/services than companies that focus on a top down (just a few ideas people in management) innovation approach. The wisdom of the crowd and respect for all people's ideas ensures more reliable and stable new growth ideas/products.
    Oct 16 12:27 AM | Likes Like |Link to Comment
  • Apple Retail: Meet The New Boss, Better Than The Old Boss [View article]
    Tim Cook is doing very well as CEO i.e. consider the popularity of the Apple brand (number one in world), increased R&D spending at Apple, ability to retain motivated/talented staff, strategic focus on new product categories ...his tenure is just beginning. As an Apple customer and investor I personally am increasingly confident in Tim Cook's competence as Apple's CEO, dedication to Apple's long-term success via embedded innovation, skills, environmental sustainability, abilities and ethical character.

    Ahrendt however seems a sound fit as head of retail, she genuinely cares about people key as she has 1000's of Apple retail staff who will be working for her, and she has an excellent track record in her job as CEO of Burberry.
    Oct 16 12:17 AM | 2 Likes Like |Link to Comment
  • Apple Retail: Meet The New Boss, Better Than The Old Boss [View article]
    As well as the retail investors including myself, regarding the importance of innovation embedded in Apple's culture from retail to engineers everyone has an imagination who knows whose idea might be the next Apple game changing product. Tim Cook wished for someone who could inspire and motivate people to think entrepreneurial, that person would have to genuinely care about people an important characteristic to him in other people, but as well very importantly people are much more motivated to live to their potential in their jobs, and think creatively when working for a caring, competent, sincere person as Ms. Ahrendts is known to be. Cook has said innovation at Apple is everybodies job, everyone has ideas.

    Also this choice is a reflection of Tim Cook's own personality, as he values people who are empathic and are sincerely prosocial and care about other people just as he does. These caring, friendly qualities of Tim Cook's likely due in part to his Southern roots is also excellent for the Apple brand.
    Oct 16 12:06 AM | 3 Likes Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    Says Oct. 10th on MU's investor website.
    Sep 24 09:55 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    Great comment thank-you, but re: 4th Q earnings Oct 10th is on MU's website.
    Sep 24 09:54 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    MU's investor site states Oct. 10th, while Nasdaq earnings calendar writes Sept. 26th and the streets. Oct. 10th would most likely then be the 4th Q. call, based on what MU says. Can anyone confirm, thank-you. Yahoo finance states Sept. 30, I haven't seen so much ambiguity regarding an earnings call date and time.
    Sep 24 09:53 PM | Likes Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    This is confusing as on the Nasdaq earnings calendar they are scheduled to report on Sept. 26th. The street also writes Sept. 26th, however on MU's investor Oct. 10 is provided as the earnings date. Which one is it? Does anyone know, I am assuming it is most likely in line with what MU says on their own investor site, but Nasdaq's earnings calendar is generally always accurate. Thank-you.
    Sep 24 09:41 PM | Likes Like |Link to Comment
  • Two Harbors: Insiders Are Buying The Pullback In This Newly Upgraded 11% Yielder [View article]
    You were right! Likely will be December 2013, small and gradual.
    Sep 21 03:40 PM | Likes Like |Link to Comment
  • Will Micron Ever Be Shareholder Friendly? [View article]
    Also as reached a new high due to fed continued taper this morning premarket, hence alot of profit taking and rebuying once it bottomed out at 17. As well there is some uncertainty regarding an overinflated equities market, investors are taking a time out and planning their next investments. If you had a loss today MU should rally up prior to earnings so can catch up there, although some uncertainty as to whether they will beat analysts expectations, they very well could based on demand for DRAM ect..
    Sep 19 03:58 PM | Likes Like |Link to Comment
  • Buy Priceline, Premium Perspective On Apple, And Weekly Outlook [View article]
    Thank-you. The point re: a mid priced iphone 5c (c for lovely colours) will bring in far more revenue than a lower priced 5c, has flown over some analysts radar. Apple clearly very smartly decided to focus on profit and quality verses market share. Analysts stating a lower priced iphone 5c would bring in more profit are not making any sense, the margins would be so much less, then the mid price Apple is focusing on.

    Yet the media at large has without thinking the argument through have just reiterated what these analysts have said, when the opposite would occur revenue will be higher with a mid-priced verses a very inexpensive iphone 5c. The much lower priced market is super saturated. I find Philip Elmer Dewitt from Fortune provides his objective opinion and facts/stats to support or dispute analyst's opinions. It is also up to investors to read everything with some critical thinking, but we all deserve well written, as close to fact based articles about equities.
    Sep 16 06:40 PM | Likes Like |Link to Comment
  • Buy Priceline, Premium Perspective On Apple, And Weekly Outlook [View article]
    Many of the writers on seeking Alpha are very experienced and personally I have learnt alot re: Micron Tech., Apple, Hains, Qualcomm, US Silica Holdings and many others.

    Very true, re: the author's point Apple is focused on the more profitable middle to higher end market. Apple sells less phones than Samsung but earns more of the profit, the margins are higher on the higher end phones. Apple is fundamentally one of the soundest companies in the S&P 500 as the author mentions. I am always surprised it is not traded closer to it's forward PE and PEG but well beneath. After iphone launches the stock classically goes south from it's intrinsic value (although even at 508 Apple is undervalued), due to all kinds of overly dramatized concerns re: supply ect.. which never amount to significant weakness to revenue, then it rallies back up. (alot of it is Apple fear to create volatility long-term investors have seen it over and over, the stock should remain more stable in the future as many investors are more savvy to all this, and the growing dividend, buyback and increased R&D puts a floor in the stock). If I were not already invested in Apple in view of a balanced portfolio I would buy more over the next few days as it may drop further due to fed tapering and other analysts generating Apple fear then it will rally back up. A good play for day traders. When the fall dividend approaches the stock will also rally up along with several new product cycles.
    Sep 16 03:10 PM | Likes Like |Link to Comment
  • 3 Outperforming Tech Stocks That Can Rise Further [View article]
    Regarding Micron Tech. the company is also reducing overhead, which will obviously reduce costs which have been a concern at Micron. 5% of employees will be bought out or retired ect.. will help with overall profits, as well increased demand for DRAM. There are several competitors ie Samsung but Samsung largely makes memory chips for its own use.
    Sep 15 03:51 PM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Very true, buy back and increasing dividend create a safe floor.
    Sep 14 02:10 PM | 1 Like Like |Link to Comment