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LDweck

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  • Buy The Rumor, Sell The News On Apple's New Watch [View article]
    It is nice to hear the thoughts of younger contributors.
    The designer YSL may make an iWatch fashionable, desirable and a must have fashion accessory and pigs may fly.
    It is not its YSL fashionable looks that will make it an overwhelming success but whether all its features makes it an essential item to own, that is far better than a mere watch, whilst remaining pleasing to the senses. (Most people wear a mere watch not the Rolex you chose to display and its most people that are the target market)
    YSL's role is to fashion the product up. A tough job, but by no means an impossible job, given all the new, wearable technological / electronic possibilities. A flatter wider more oval bracelet could very well be worn with formal and casual wear with say a huge variety of colours available electronically, on the watch, to match what the wearer is wearing and even perhaps a selection of Prestige Logos (e.g. Aston Martin etc. ) or better still a selection of personal / professional artwork that can also be superimposed electronically, including any artwork specifically created by the wearer or a designer. The individual design possibilities are indeed endless and perhaps great fun, when the whole bracelet is a display when in default mode.
    Clearly, a very individual visual creation, for every outfit, is possible, that can make the iWatch almost an individual couture piece. So unlike our young contributors I can see it also being very desire-able as a personal reflection of one's fashion sense or one's fashion choice. It is in fact possible to see this as a return to personal couture values and be a clear expression of one’s individuality. I do appreciate that such vision is difficult for many to perceive but to those who can the potential that exists for the right execution of such an item is vast.
    Whether YSL and Apple achieve such high ideals or get anywhere near them is to be seen but one thing for sure is that there could be a vast demand for anyone who achieves such aims beautifully. So our young contributor is very right not to sell yet, even though he is totally wrong about the potential of an iWatch when well created.
    In any case, in my view, Apple has enough fans enjoying their existing top notch other offerings as well as a very comforting mountain of money, to fully justify its price even if the initial iWatch proves not to be a success. Indeed it is very hard to see what other top company in the world can offer the stability Apple offers.
    It is high time we all properly value; just how resilient the brand is, just how loyal their customers remain, just how much better the quality of their products are, just how cutting edge and easy to use their technology is, as well as just how financially strong Apple is and the benefits this brings the company and shareholders through any tough period, to more fully appreciate just how valuable all these factors are and understand that the company is worth a substantial premium over average values of other S&P companies (not a substantial discount). The penny will eventually drop, it’s just a matter of time before it does.
    So to me APPLE remains a long term investment and any decent dip in value is a strong buying opportunity. My apple position will harvest a continuing flow of champagne, rather than harvesting an occasional sip of beer for myself joined by an even smaller sip to my broker on me, that an in out strategy may realise.
    Nothing on the horizon indicates I need to in any way, change my mind but I remain open to being convinced I am wrong.

    Jul 2, 2014. 03:04 PM | 1 Like Like |Link to Comment
  • Solazyme cut to Neutral from Buy at Goldman on limited near-term upside [View news story]
    Whilst I can understand where Goldman is coming from I would argue that this is not the time to jump in and out of SZYM. I suspect there are many on the side lines who have been waiting for what would appear to be a successful and profitable commercial operation to be an actual reality. Thereafter the potential to expand worldwide will of course ignite as will the profits the company is capable of making world wide will drive the price. I am delighted with all the positives achieved by the company which are very much in line with my highest realistic expectations and continue to be so.
    The latest 30% increase is but one of many surges we are likely to see in this stock over the next 5 years. These surges are subject to less and less surprises that are likely to occur as reality is achieved. Timing these surges is a complication that most investors should steer well clear of, as this may invariably lead to missing these entirely. I can recount endless people complaining they intended to get back in but missed the surge and very few who have made a consistent success of predicting flat periods for one investment and predicting other companies more likely to surge in those flat periods as well as timing these to perfection.
    I and all other investors should be more than happy just to keep a stock that surges by 30% with prospects of even more surges into its rosy future. Constantly jumping in an out of such a stock is great for brokers but lunacy for anything but the most successful day traders who are exceedingly rare over a 5 to 10 year period. Investors do not make their money by generating income for brokers. Nor do they consistently make money by attempting to reach the impossible dream, of attempting to fill predictions of flat periods with predicted surges elsewhere. Especially when such predictions are so exceedingly far from perfect historically.
    Mar 4, 2014. 12:01 PM | 8 Likes Like |Link to Comment
  • Problems For Apple TV On The Verizon Horizon? [View instapost]
    I would add buy Verizon at current depressed levels fear not that their borrowing has increased following the Vodaphone deal. It is ideal to be in a huge lead with a 4G LTE network at a time when demand for fast networks will skyrocket as TV stations simply have to go for internet delivery of their content, to remain competitive. Also at a time when national coverage with high speed capacity becomes very important to Media companies and Apple. As well as control of these delivery channels becoming primordial to success of anything over the internet.
    Feb 21, 2014. 11:11 PM | Likes Like |Link to Comment
  • Problems For Apple TV On The Verizon Horizon? [View instapost]
    I can think of no better reason for Apple to buy up Verizon who are far in the lead with their coverage of the US population with 97% covered by its 4G LTE network. By doing so they not only cement the delivery of content onto their products in ways that best suit them but also can build on the lead and grab a huge slice of the TV market as costs of creating a national and international network will plumet with fast internet delivery bundled with the fastest internet delivery on the market. It makes perfect sense and when things make perfect sense the chances of it happening become near certainties.
    Feb 21, 2014. 10:59 PM | Likes Like |Link to Comment
  • Verizon: 'Best Of Breed' 4.5% Yield Pick [View article]
    I am not worried about Verizon's debt given its 97% USA covearge by population with its 4G LTE netwrok way ahead of its nearest competitor AT&T.
    I am quite certain that very large savings can be made by customers paying premiums to be on such a fast network in order to recieve great TV far more cheaply than through cable. National coverage and international cheap coverage is a God send for major TV broadcasters and Media companies. Demand for vast quantities of data over the internet is still likely to exponentially grow which only those with great 4G LTE coverage will cash in on without having to suffer a dilution in earnings. I certainly would pay a high price for fast 4G LTE in order to save substantially on cable television and packages that bundle in endless channels I simply never watch.
    Feb 19, 2014. 12:30 AM | Likes Like |Link to Comment
  • Look Out Below! These Telecoms Are Going Lower [View article]
    I certainly will have no objection to pay a high price for 4G LTE especially if I will save myself a fortune on Cable TV and that is a certainty what is round the corner. Verizon with 97% of the USA population covered with 4G LTE is easily a long way ahead of its nearest competitor AT&T. It may be because they had to adress their slow 3G coverage that caused them to invest in their 4G LTE network far sooner and more aggressively than AT&T, however they are likely to get the major benefits of being in their position at a time when TV is about to be delivered over the internet nationally and internationally. Far more cheaply than through the cable networks, for both customers and TV networks. It seems to me also that large media companies should be very interested in acquireing companies with great 4G LTE coverage. I am very happy to add substantially to my small position in Verizon before the 20th close when all the shares Vodaphone shareholders chose to sell will have been sold very cheaply with a mouthwatering dividend to look forward to on top of growth in leaps and bounds. Real growth is by no means over in this sector it is still only just begining. Verizon is a great long term investment that will rise very significantly. AT&T is also good especially if it buys up Vodaphone and take full advantage of the excellent fit globally. I suspect we will hear more, after the Verizon deal with vodaphone is fully consumed. Nothing stops them from mutually agreeing a deal within the six months.
    I thank you though for your views, It is always good to hear an opposing view and read many of the comments to test conclussions and reasons for investment. Only time will tell who is right and who is wrong in any given time frame which may allow us all to be right !
    Feb 18, 2014. 11:31 PM | 1 Like Like |Link to Comment
  • Verizon: 'Best Of Breed' 4.5% Yield Pick [View article]
    Verizon's 4G network is the only 100 per cent LTE network. Covering 97 per cent of Americans, Verizon is the largest 4G LTE network in the USA by far The coverage diagrams for Verizon and their competitors make this point remarkably clearly. Do please make a point of seeing it for yourself
    http://vz.to/1lKz4ye
    Content streamed over the internet is revolutionising every aspect of the traditional media businesses. Nationwide TV, Global TV, over the internet is the future and far cheaper than cable to deliver. VZ in the USA has the coverage required at the speed required and is bound to cash in big time from the investment in infrastructure they have made whilst their largest competitors slept. To have the coverage they have, is fast becoming very, very attractive.
    The Vodaphone shareholders daft enough to sell the Verizon shares they are being given will be making a huge mistake. I very much suspect they will be swept up very eagerly as they become available by many who seek to exploit this coverage and buy up large positions at a very cheap price. Expecting the price to fall may well leave one with nothing, kicking oneself for missing a no brainer at current values.
    Feb 13, 2014. 02:22 PM | 2 Likes Like |Link to Comment
  • Will Apple Emulate Gold's Plunge? [View article]
    Comparing an investment in Gold with that of an investment in APPL is utter nonsense.
    I cannot put it more succinctly then Buffet
    "As for "non-productive" assets, most notably Gold, owners are not inspired by what the asset itself can produce — it will remain lifeless forever — but rather by the belief that others will desire it even more avidly in the future."
    Gold is a lifeless totally unproductive lump of metal that is currently grossly over-valued given that we are in the midst of a bull run that is set to outlast all previous bull runs. It has barely begun its plummet from the ridiculous highs it attained and from current unsustainable levels. The overall waning belief that others will desire it even more avidly in the midst of a boom, will, as night follows day precipitate the plummet. What on earth will Gold produce to enhance our lives and make us money as we look forward to a long sustained boom that outlasts all previous booms ?
    AAPL is the biggest company in the world precisely because it produces awesome products for which their ever growing customer base are happy to pay a premium.
    The Author DoctorX would seem to have joined a long historical list of doomsters that throughout AAPL existence have heralded its demise. These have mainly been proved emphatically wrong and I remain very confident DoctorX will also go down in flames with this prediction.
    Furthermore I have no reason whatsoever to accept a comparison of Apple to Gold nor are there any valid grounds for such a comparison. It seems to me that the company only ever launches great products that consumers in vast numbers love. These are not grounds to believe this inbuilt company ethos and capability is about to change. I look forward to the fruits of their labour, focused R&D and excellent design, to continue bolstering their incredible performance, with yet more highly desirable products that are better by design and that occasionally change and enhance our lives.
    Buy dips like there is no tomorrow, AAPL is not Gold thank God and will never resemble it . All who still hold Gold would be well advised to sell and buy AAPL instead especially as, if the rumours are to be believed, we will not have to wait too long for the next immense APPL product and the evolving better features and designs they incorporate in all their products so very successfully.
    Feb 11, 2014. 11:43 PM | 1 Like Like |Link to Comment
  • Icahn sees opportunities for Apple in TVs. wearables, payments [View news story]
    OUFF just when I was hoping for another bargain basement purchase of Apple ICHAN spoils it with over-exuberance. He should have waited a lot longer for those simpletons, who do not see, great value, prospects, and a mountain of cash as very desireable and safe, do all the daft selling their little hearts desire.
    Jan 28, 2014. 09:08 PM | Likes Like |Link to Comment
  • AT&T Rules Out Vodafone Bid [View article]
    Vodaphone has very beautiful assets that present a rare opportunity to propel AT&T very substantially forward. When marriages make so much sense a mutually agreed engagement is just round the corner. Regardless Vodaphone is in my opinion considerably undervalued given the future potential that their assets represent. Vodaphone assets are worth a very large premium to AT&T, the fit is that good. They hardly overlap thus at the right price there is every reason to believe in a very friendly takeover. I am adding to our sizeable very long standing position. It is a no brainer Vodaphone has a great risk reward profile, especially with AT&T sniffing and attempting to pretend a lack of interest.
    Jan 27, 2014. 03:06 PM | 2 Likes Like |Link to Comment
  • Speculation On Apple's Next Big Thing: A Home Entertainment Center [View article]
    The vision has to be an all in one product that is capable of meeting all the:
    • The Computing demands of a family down to each of the members of the family.
    • The domestic and mobile phone demands of a family wherever they are in the world.
    • The entertainment demands of a family down to each of the members of the family in every room of the household, in car as well as on foot anywhere they happen to be.
    • The plant and equipment in a building / home to provide temperature control in each and every room when occupied, to switch lights on and off as needed, to mow the grass, vacuum the house, order the shopping.
    • Receive all diagnostic information from the family cars warn of problems, order parts and mechanic / Garage to fit these parts.
    • Keep track securely of every member of the families health records / needs , monitoring equipment and other health equipment. Indeed monitor each member of the families, blood pressure, heart rate, and vital organs warning of any abnormalities etc and pass on any abnormality to the family Doctor to consider all in real time. (The mobile health monitoring that can be done is remarkable and very well developed ready for deployment)
    • Create to do lists for each member of the family, keep everyone's contacts, appointments, social calendar synchronised where necessary
    • As well as perform similar tasks for businesses/ work/ study.
    • etc etc etc
    Dare I say Samsung is better placed than most to integrate and create the computer controlled equipment to fulfil all these tasks well and add value to all their products.
    Whilst Apple is better by design and could have a field day getting its teeth into all these areas, that is bound to be a far slower process. Nor does it seem to want to position itself to compete with the likes of Samsung in this greater vision of the next best thing. Given iits cash mountain, design excellence one would have thought taking over or closely teaming up with those in these areas would have given the company far greater potential of using its better by design abilities to master mind the ultimate product in a way that maximises profits and the abilities of all in their circle.
    I like many others need to see a vision of the future that Apple embarks on very soon. If Apple shows no initiative then Samsung would seem to be a better choice into the future, in being able to develop a life changing product to bolster all aspects of its business. Pity they are in Korea. North Korea cast a very uncertain shadow that can so easily destabilise the area.
    Come on Apple I do not want to think this way and take the risk of investing in South Korea. Let us see real evidence of your better by design abilities go forth with a wider horizon and create astounding integrated products managed beautifully to enhance our day to day lives. You have the abilities and resources to do so, what on earth is stopping you other than lack of confidence?
    The longer Apple shows no sign of innovation the more one sells Apple and buys Samsung. Hope I do not need to take such action I believe in Apple. But even I have to agree that Samsung show remarkable capacity not to be out shone by any competitor, for any length of time, in most of the products they manufacture and develop. This is a remarkable achievement that augurs very well for its future.
    I often fancifully think what a great world beating combination Apple and Samsung would make,, what a great way for cash mountains to be deployed to the benefit of both sets of shareholders and the production of world beating integrated products that revolutionise our lives.
    Jan 24, 2014. 12:49 PM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    I do hate conspiracy theories CNBC report that which is going on, and they have a host of those who express their views including Cramer. All who express their views no more control the market than you or me. They may temporarily affect the market but only if the view has traction, in the market, will it succeed. There are also lots of occassions when their views withered badly.
    I do like your theatre analogy but its the market that yelled fire.
    Apr 19, 2013. 11:34 AM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    Why not just make the iPad a phone ? That surely is large enough and portable ? I have no doubt there are many that find the Samsung too big for a phone. I certainly do. Its a matter of preference.
    Come on boys let us not have a macho size war.
    Apr 19, 2013. 11:07 AM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    Excellent article, currently I am very glad such article are rare.

    Buffet is so right.
    Time now for me to get greedy I smelt fear and capitulation today. Allowing me to buy 20% of what I intend to buy as a minimum position. I will buy more every $10 dollars down. Its an unbelievably good starting point to get back into Apple.(I sold when the market was getting greedy last August.)
    At 350 / 360 I will go overweight on Apple by doubling or trebling my position in this stock and going lighter on all other stocks in the portfolio. I simply cant resist exceedingly rare bargains. So, I need far more senseless capitulation to fulfil my greed please !
    Your article thankfully is far too long for most.! HaHa
    Apr 17, 2013. 07:46 PM | 1 Like Like |Link to Comment
  • Barrick Gold: Strong Signs Of A Capitulation Buying Opportunity [View article]
    Gold requires Pyongyang to launch a nuclear weapon to stop the fall in the metal and allow it to recover. (very improbable but nothing is totally impossible)
    Gold is heading for 1200 where it may find some support.
    ABX made a loss to Dec 2012 despite the very high gold prices that prevailed in 2012. It is very unlikely that they will become profitable at much lower gold prices. So I am not surprised their share value is below book value. I suspect there is far more downside to come.
    I have little doubt that we will see very drastic falls for gold mining companies like ABX, who do not seem to have made a profit when gold prices were far higher and who certainly have little hope of turning in a profit at far lower prices.
    Apr 17, 2013. 01:54 AM | Likes Like |Link to Comment
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