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  • Moody's cuts Alcoa's (AA) senior unsecured debt ratings to Ba1 from Baa3, and assigns a Ba1 Corporate Family Rating and a Ba1-PD Probability of Default Rating. At the same time, its withdraws the company's Prime-3 commercial paper rating and assigns a Speculative Grade Liquidity Rating of SGL-1. The agency cites continuing headwinds pressuring fundamentals in the aluminum industry and aluminum prices for the downgrade. [View news story]
    I bought this dog at $16. Not sure whether or not to take an enormous hit--or just hold and forget about it. Your opinions are welcomed.
    May 29 06:34 PM | Likes Like |Link to Comment
  • Apple's Path Back To $600: Tougher, But Still Doable [View article]
    "The Watch" will be a killer- as long as there are no wires involved. This has to be a wireless device. Period. If I see a single ad that shows a set of wired earbuds connected to this gem, you can kiss the whole thing goodbye. Steve just told me. Yes, I am a psychic.
    Feb 13 06:59 PM | Likes Like |Link to Comment
  • Apple's Achilles' Heel: Samsung Has An Arrow Pointed Straight At It [View article]
    I recently bought an "Otter Box" (market leader in aggressive iPhone protection) for my iPhone 4S. The reason? Last week while juggling groceries from my car, my iPhone took a 5-foot drop onto my asphalt driveway. Ouch! Upon close examination, I noticed a black mark on the lower corner of the phone. Not only did the glass not break, but the black smudge disappeared with the aid of my thumbnail. No dent. No scuff. Nothing.

    So, why the "Otterbox"? I figured that I might not be so lucky next time. For $15, the insurance made sense to me. End of story.

    I have owned iPhones for years (my first was a "3G"). I have bought iPhones (3G to 4S) for my wife and two teenaged kids. My daughter is the living embodiment of small electronics abuse.

    Speaking for myself, I have sat on my iPhone with a back pocket full of keys and small screwdrivers. I have dropped it on my ceramic tile floor. Not only have I NEVER experienced glass breakage or even significant scratching, I have never managed to ding, dent or break an iPhone. I cannot imagine the glass breaking without the help of a hammer or car tire.

    I'm certain that a fair percentage of iPhones get thrown against brick walls or tossed down a flight of marble stairs in moments of passion.

    The very idea of these Apple designed instruments being delicate and/or damage prone is hogwash.

    Now, on the subject of investing, let's get down to brass tacks. If you bought Apple at $620 and expected it to go up to $900 in less than a year, you are an amateur, a dreamer or a gambler.

    In the real world of investing, there is no such thing as a Golden Goose. Apple is a superb company that makes superb products.

    There is no cure or excuse for "Magical Thinking".
    Dec 12 08:26 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - What To Buy And Sell Post-Election (11/7/12) [View article]
    I've own Apple since 2005 and have seen a fabulous return on my investment. I went nuts when Apple's price rose to an "astonishing" $555! What followed was insane. This is what happens when greed combined with fear of missing the boat on a winner drives prices skyward out of all sensible proportion. As the saying goes, "Pigs get slaughtered".

    I think that Apple at $550 is still a great deal--if you plan to stay the course. I for one am confident that Apple will hit $700 again--but this is not going to happen in 2012. Those who are convinced that Apple will hit $1,000 any time soon should really curb their enthusiasm.

    Trying to short a stock like Apple is a game for the very rich or they very foolish. Apple is now where it should have been for the last 6 months. There is plenty of room for growth-- but don't expect skyrockets for the rest of the year.
    Nov 8 03:21 PM | 3 Likes Like |Link to Comment
  • Pixar Brought Lucasfilm To Disney [View article]
    Oct 31 08:04 PM | Likes Like |Link to Comment
  • Apple Investors Should Be Wary Of The Next Shoe To Drop [View article]
    The Next Shoe indeed! A continuing witch hunt could kill moral and encourage a "make no mistakes" attitude leading to complacency and mediocrity. Tim Cook must have the weight of the world on his shoulders.
    Oct 31 11:28 AM | 1 Like Like |Link to Comment
  • Despite Analyst Downgrade Walt Disney's Future Looks Bright [View article]
    I bought Disney ages ago at $31. For half a decade I watched it go up and down– and mostly down. I liquidated it in dribs and drabs. After all this time, it finally took off. Did I have any doubts? Not really–– but investing is a game of strategy. At age 62, I still believe that "there's a great big beautiful tomorrow shining at the end of every day". The real question is, will I be alive to see it?

    If you are 50 or under, I think that you should have Disney in your portfolio. If you are under 40, I think that you'd be crazy not to. Remember, entertainment tends to thrive in ANY economic environment. So, why not own the Blue Chip Daddy of them all?
    Oct 30 05:21 PM | 1 Like Like |Link to Comment
  • Why Apple Is Still A 'Don't Buy' [View article]
    I love the author's last sentence- "Apple is the best tech stock to invest in for investors looking at tech in the long run."

    I have been using Apple products since the introduction of the Macintosh in 1984. Back then, Mac was pretty much the "chosen one" for artists and publishers like myself. Sort of a clique, you might say.

    Steve Jobs wasn't a household word in the early 90's. When Steve was tossed out of the company he created, it didn't command headlines. It was taken for granted that Apple/MacIntosh had simply outgrown the shoes of its hippie creator and needed to get serious. Serious, as in Blue Pinstripe Corporate. Serious, as in going head to head with IBM.

    The outcome was alarming. If you were to thumb through a copy of "Mac World" in 1993, you might think you were looking at a mail order catalog from Home Depot. In those pages you would find endless illustrations/lists of beige boxes with names like Macintosh IIsi, Quadra 630, Performa LC200 . Every cable and adaptor required to assemble an operational had to be purchased separately.

    Back then, Apple was pretty much a mail order business. There were Authorized Apple Stores out there-- but you paid a fortune for the luxury of boutique shopping.

    Names like Motorola started manufacturing "clones" that would run Apple software. At that time, Apple Customer Service was awful. You had to pay by the half-hour to get help or advice. The practitioners of said advice were as personable as meter maids.

    I could have (and should have) bought Apple that year at $13 a share. It sure looked like Apple was going to go the way of competitors like Commodore and Atari.

    It's not so much that Steve Job had "the magic touch". He simply knew what people wanted in a personal computer. He also knew that people wanted friendly, fashion-forward computers. From then on, the formula was "Innovation and beauty".

    A few days ago, Tim Cook introduced a 2012 lineup of products that are well-engineered and simply beautiful to behold.

    Let me cut to the chase here. I don't think that Apple has lost its magic with the passing of Steve Jobs. Perhaps it is a simple case of the digital generation growing up and maturing past the need for "Magic". Then again, deep in the heart and longings of us all, there will always be a need for a little magic.

    iPad Mini was not the star of the show last week. That presentation was all about a commitment to ongoing and meaningful improvements that pave the way for innovation--when the time is right for innovation.

    A device that exhibits innovation but lacks purpose is called a Gizmo.

    Apple does not make Gizmos. Think Big. Watch carefully. Invest Long.
    Oct 26 08:13 PM | 7 Likes Like |Link to Comment
  • An exec with Ford (F -2.4%) says luxury automakers are pushing up their end-of-year discounts in an effort to grab market share. BMW (BAMXY.PK), Mercedes (DDAIF.PK), and Toyota's (TM -0.8%) Lexus are leaders in the segment, but Ford maintains hope it can make its Lincoln brand relevant again. [View news story]
    Lincoln- what an awful logo! No character, innovation or perception of performance. Lincoln and Cadillac used to go head-to head-- along with the Imperial. Lincoln needs a total re-thinking. Luxury, innovation and a bold re-styling. Until this happens, the "Lincoln- Mercury" perception will kill the brand. Lincoln was known and loved as being a nicely appointed "boat". Attempts at selling technologically advanced performance fails--for the simple reason that the brand inspires neither. Get this right, Ford! Lincoln must have its own division.
    Oct 19 09:22 PM | Likes Like |Link to Comment
  • Apple's iPad Mini Announcement And How To Play It, Take 2 [View article]

    I was the first kid on the block to buy the original MacIntosh B&W computer. As a media professional, I made a commitment to the new format almost immediately. MacIntosh literally invented desktop publishing.

    I also remember when Steve Jobs was forced out of Apple, as well as the debacle to follow. There were at least 20 MacIntosh models to choose from. All bore names like 850 Quadra, Performa TL 120, etc. The product line became as interesting as choosing luggage. Apple blundered dearly by presenting dozens of model variations without clearcut features and benefits.

    If Apple is heading backwards to the days of confusingly redundant models and products lines, I'm worried. There is the iPod, the iPhone, iPad (2 and "new")-- and now another variation on the same theme? How many touchscreen devices are we expected to carry on our person?

    Frankly, I can't imagine Steve Jobs giving his blessing to such a product. Which leads me to ask out loud, "Is this some kind of a hoax?" Rumors aside, has anyone actually seen one of these mini things?

    Personally, I dearly hope that rumors of an iPad Mini launch on October 23 are less than accurate. With the release of the iPhone 5 and the iPad "3", do we really need or want a "mid-sized model"?

    Something very screwy is going on. I guess we'll have to wait a few weeks to find out.
    Oct 16 04:22 PM | Likes Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    First of all, the author is casting some very serious aspersions on the world leader in industrial design and modern esthetics. What qualifies this fellow/gal to be so judgmental? Please state your credentials so that your readership can consider for themselves wether or not to take you seriously.
    Oct 8 03:18 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy IMAX Corporation [View article]
    I have no idea of what's happening at IMAX. One of the hottest movie summers in years-- all begging to be seen in IMAX, and yet the stock is floundering. A Disney acquisition would be a dream come true as far as I'm concerned.#next_pages_... { width: 5px; hight: 5px; position: absolute; top: -100px; left: -100px; z-index: 2147483647 !important; }
    Sep 13 11:17 AM | Likes Like |Link to Comment
  • The Real Guide On How To Play Apple Into And Out Of Earnings [View article]
    Shorting Apple is for amateurs. What a great opportunity to BUY! Apple is an investment--not a trade.
    Jul 24 05:27 PM | 1 Like Like |Link to Comment
  • Apple Poised For Continued Growth, But Not Because Of iPad Mini [View article]
    For months I could not understand why anyone would be interested in an "iPad Mini". Then it dawned on me- "Why, to replace the now very obsolete iPod!

    Then again, if the iPad gets any smaller, it would be in direct competition with the iPhone (yes, you can get an app that turns the iPad into a telephone)!

    Now, if I had an "iPad Maxi" (11.5 screen), why would I need a Mac Book Air?

    I'm running out of pockets, car cigar lighters, and charger wires.

    Are there too many "Pontiacs and Oldsmobiles" on the production line? Hmm...Until it all becomes apparent, all I can say is– In Tim Cook I Trust.
    Jul 5 06:58 PM | 3 Likes Like |Link to Comment
  • Alcoa: Buy The World's Biggest Aluminum Producer At A Bargain Price [View article]
    I hope you are VERY long on AA. I've been hanging in there for half a decade and it may be time to cut my losses. It's a new world with new technologies and newer material needs.

    However, please believe me when I say I HOPE YOU ARE RIGHT!
    Jun 1 11:08 PM | Likes Like |Link to Comment