vandagreenwood's Comments vandagreenwood's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/545767/comments New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) http://seekingalpha.com/currents/post/964851?source=feed#comment-18170511 18170511 Sat, 27 Apr 2013 11:38:00 -0400 New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) http://seekingalpha.com/currents/post/964851?source=feed#comment-18170361 18170361 Sat, 27 Apr 2013 11:30:26 -0400 New versions of iOS and Mac OS X will be unveiled at Apple's (AAPL +0.8%) June 10-14 WWDC conference, the company announces. Meanwhile, with shares near $400, the sell-side is much more cautious in its post-earnings comments than it was at higher levels. "These Apples won't harvest before fall," writes Deutsche's Chris Whitmore, disappointed at earnings call remarks suggesting major product launches won't arrive until autumn. "Apple needs to introduce a 5-inch iPhone, a new 5S, and a low cost iPhone." Jim Cramer wasn't pleased with the call either. "This is the kind of conference call that was a revolt against management ... management is in complete denial." (previous) http://seekingalpha.com/currents/post/964851?source=feed#comment-18044231 18044231 No Samsungs are considered. I do not think I would want to own the stock of a company that did what the pundits of wall street tell them to do. ]]> Wed, 24 Apr 2013 15:29:52 -0400 No Samsungs are considered. I do not think I would want to own the stock of a company that did what the pundits of wall street tell them to do. ]]> Macquarie thinks valuation on Coach (COH) looks attractive with the retailer's growth set to take off again. The take falls in line with other fresh analysis pinning Coach as a more attractive option than Michael Kors in the battle between the two handbag makers. http://seekingalpha.com/currents/post/881921?source=feed#comment-16168671 16168671 Tue, 12 Mar 2013 07:52:39 -0400 Sears Holdings (SHLD) Chairman Eddie Lampert's letter to shareholders pitches the case as to why the company's retail strategy is ahead of the curve. The exec notes Sears doesn't suffer the operating losses of money-losing stores and isn't penalized by the rating agencies for the accompanying lease expenses tied to store upgrades. He also says that unlike many peers the company is able to generate significant cash from the net inventory invested in the stores. http://seekingalpha.com/currents/post/862151?source=feed#comment-15683761 15683761 Fri, 01 Mar 2013 09:50:18 -0500 Senate hearings on the JPMorgan (JPM) "London Whale" loss may be coming soon, according to the WSJ, which says Sen. Carl Levin is weighing the idea. Jamie Dimon was already subject to a public grilling over the matter shortly after its disclosure last May. http://seekingalpha.com/currents/post/835901?source=feed#comment-15225211 15225211 Tue, 19 Feb 2013 17:19:40 -0500 Retail shakeup: Could the potential closure of a third of all of Barnes & Noble's retail stores over the next ten years give a boost to Starbucks (SBUX)? It's a question which will be closely watched as analysts dissect Starbucks' retail strategy in the U.S. with saturation issues still cropping up in some markets. http://seekingalpha.com/currents/post/787721?source=feed#comment-14296081 14296081 Tue, 29 Jan 2013 08:52:23 -0500 More on Coach's (COH) FQ2: Sales in North America disappointed, only rising 1% to $1.07B with comparable store sales in the region slipping 2% for the period. Strong sales in China paced a double-digit rate of growth in International sales. COH -11.5% premarket. (PR) http://seekingalpha.com/currents/post/775401?source=feed#comment-14041121 14041121 Wed, 23 Jan 2013 08:48:53 -0500 Hedge fund titan Leon Cooperman has been selling Apple (AAPL) but buying battered Freeport McMoRan (FCX), he tells CNBC. Cooperman holds FCX founder Jim Bob Moffett in high regard despite coming under fire from shareholders, but he's not keen on AAPL's reluctance to return cash to investors and warns the iPhone’s uniqueness may be diminishing. http://seekingalpha.com/currents/post/742601?source=feed#comment-13321641 13321641 Not much Appl left and am keeping the faith but that too is getting tougher to do. ]]> Fri, 04 Jan 2013 17:27:31 -0500 Not much Appl left and am keeping the faith but that too is getting tougher to do. ]]> Airgas (ARG) acquires the assets and operations of two industrial gas and welding supply distributors, Metroplex Service Welding Supply and Excel Welding & Industrial Supplies, with combined annual revenues of more than $30M. Financial terms of the transactions were not disclosed. http://seekingalpha.com/currents/post/744891?source=feed#comment-13285401 13285401 Thu, 03 Jan 2013 20:29:56 -0500 Hedge fund titan Leon Cooperman has been selling Apple (AAPL) but buying battered Freeport McMoRan (FCX), he tells CNBC. Cooperman holds FCX founder Jim Bob Moffett in high regard despite coming under fire from shareholders, but he's not keen on AAPL's reluctance to return cash to investors and warns the iPhone’s uniqueness may be diminishing. http://seekingalpha.com/currents/post/742601?source=feed#comment-13236861 13236861 Wed, 02 Jan 2013 17:52:06 -0500 After selling off yesterday along with other retail names, Michael Kors (KORS -3.3%) is lower today thanks to a critical note from Citi. Analyst Oliver Chen says checks indicate discounts for Kors handbags are greater than those seen on Black Friday, and in some cases amount to 30%-50% below their retail price. He's lowering his estimates and slashing his PT to $60 from $68, albeit while maintaining a Buy. http://seekingalpha.com/currents/post/737051?source=feed#comment-13043201 13043201 Possibly too much wit the MK logo.
Good sales but it has GREAt possibilities because it fils a void price wise.]]> Thu, 27 Dec 2012 18:33:00 -0500 Possibly too much wit the MK logo.
Good sales but it has GREAt possibilities because it fils a void price wise.]]> Wal-Mart (WMT) reportedly plans to deny health insurance to new employees who work fewer than 30 hours/week. The policy change will use an Obamacare loophole to shift the costs of health insurance to the government. http://seekingalpha.com/currents/post/694731?source=feed#comment-12152371 12152371 It is called bad PR for Walmart. ]]> Sat, 01 Dec 2012 16:11:01 -0500 It is called bad PR for Walmart. ]]> Wal-Mart (WMT) reportedly plans to deny health insurance to new employees who work fewer than 30 hours/week. The policy change will use an Obamacare loophole to shift the costs of health insurance to the government. http://seekingalpha.com/currents/post/694731?source=feed#comment-12152211 12152211 Quit complaining and or learn what is going on and help make it perfect.]]> Sat, 01 Dec 2012 16:00:05 -0500 Quit complaining and or learn what is going on and help make it perfect.]]> The all-too-brief, conciliatory effort to find some middle-ground over the "fiscal cliff" issue may be disappearing in Washington already. Stalemate appears to be re-emerging over a big obstacle. Team Obama wants a gargantuan $1.6T tax hike and to eliminate a number of tax deductions over the next ten years in an effort to boost revenue and finance a bigger government. Spending cuts don't even appear on the radar at this juncture, which could well be a deal-breaker. http://seekingalpha.com/currents/post/680271?source=feed#comment-11867761 11867761 The people who voted for Obama know the GOP does not care about them. The GOP are more beholding to big pharma and Grover Norquist and not the people they represent. There is something seriously wrong with the picture. Get your facts straight before you complain.]]> Wed, 21 Nov 2012 18:43:23 -0500 The people who voted for Obama know the GOP does not care about them. The GOP are more beholding to big pharma and Grover Norquist and not the people they represent. There is something seriously wrong with the picture. Get your facts straight before you complain.]]> U.S. kids again want iPads for Christmas ... and so do a lot of their parents. A Nielsen survey found 48% of kids aged 6-12 and 21% of kids aged 13+ are interested in buying an iPad (AAPL) over the next 6 months. That's similar to last year's numbers. Meanwhile, an Ipsos poll found 1/3 of U.S. consumers to be interested in buying a tablet this holiday season. 25% of them want a regular iPad, 15% want a Kindle Fire, another 15% a Samsung tablet, and just 8% an iPad Mini. NPD's Richard Shim estimates Q4 North American tablet shipments will total 21.5M, easily outpacing notebook shipments of 14.6M. http://seekingalpha.com/currents/post/680191?source=feed#comment-11867631 11867631 Who wants to tap their phone and exchange a play list???? A 14 year old only but then they would have to buy a Galaxy and that is just not cool. ]]> Wed, 21 Nov 2012 18:37:31 -0500 Who wants to tap their phone and exchange a play list???? A 14 year old only but then they would have to buy a Galaxy and that is just not cool. ]]> Doug Kass doesn't pull any punches in making a bear case for Apple (AAPL +0.9%). The iPhone 5 "feels like a toy," Kass writes, while claiming Steve Jobs would have never "let it go out the door like that." With Jobs gone, Apple risks "losing that magical Walt Disney feeling," he adds. Kass, who shorted Apple in winter (that hasn't worked out well), also believes Apple is "losing mojo and mindshare" to Samsung, and predicts his fears might start to be realized after the December quarter. http://seekingalpha.com/currents/post/569311?source=feed#comment-10126061 10126061 Wed, 03 Oct 2012 13:53:40 -0400 Apple's (AAPL -1.5%) sell-side fans are quick to attribute the weekend's lower-than-expected iPhone 5 sales on supply constraints. Piper's Gene Munster notes Apple's retail inventory is half what it was at the time of the 4S launch, and says his prediction of 8M sales was based on a belief Apple's figures would include all pre-orders (apparently not the case). The WSJ reports this morning that retail partners such as Best Buy and Target were given limited supplies at launch time. http://seekingalpha.com/currents/post/553301?source=feed#comment-9797151 9797151 Mon, 24 Sep 2012 12:06:05 -0400 Zillow: The Next Apple http://seekingalpha.com/article/870461/comments?source=feed#comment-9658361 9658361 Thu, 20 Sep 2012 09:12:55 -0400 Zillow: The Next Apple http://seekingalpha.com/article/870461/comments?source=feed#comment-9547951 9547951 Mon, 17 Sep 2012 14:01:22 -0400 Zillow: The Next Apple http://seekingalpha.com/article/870461/comments?source=feed#comment-9533691 9533691 Overall you have given an inadequate summation of the process and that is not fair to your readers and should be factored into your recommendation.]]> Mon, 17 Sep 2012 08:59:47 -0400 Overall you have given an inadequate summation of the process and that is not fair to your readers and should be factored into your recommendation.]]> A check back to QE2 found stocks rising on speculation of an announcement, and spiking on the day of the announcement - very similar to this time around. The next month, however, saw a sizable sell the news downturn before the effect of the Fed action kicked in, sending stocks on a big multi-month rally. http://seekingalpha.com/currents/post/538391?source=feed#comment-9443161 9443161 We have had no real growth for well over a decade so is the cycle turning? ]]> Fri, 14 Sep 2012 08:57:51 -0400 We have had no real growth for well over a decade so is the cycle turning? ]]> Cramer's Mad Money - 5 Fabulous Fashionistas of Retail (9/10/12) http://seekingalpha.com/article/858831/comments?source=feed#comment-9317821 9317821 One should look into any suggested stock and get a feel for it and decide whether you like it or not. I do feel Cramer brings some great stocks to my attention for consideration.
I personally have not been able to pull the trigger on LULU.
I am watching it though and possibly might buy it at some future date.]]> Tue, 11 Sep 2012 11:07:33 -0400 One should look into any suggested stock and get a feel for it and decide whether you like it or not. I do feel Cramer brings some great stocks to my attention for consideration.
I personally have not been able to pull the trigger on LULU.
I am watching it though and possibly might buy it at some future date.]]> Bed, Bath and Beyond (BBBY +1.3%) seeks the rights to sell packaged beer, wine, and food after its acquisition of Cost Plus in May set the table for an expanded product portfolio. The company is also exploring ways to remodel stores and obtain licenses in order to host wine tastings. http://seekingalpha.com/currents/post/501411?source=feed#comment-8663461 8663461
Wine is already sold at the World Market stores in Maryland and DC. The transformation of their stores and up beat presentation of their merchandise sounds like they are approaching a new retail concept in an exciting way that will succeed.]]> Wed, 22 Aug 2012 15:03:46 -0400
Wine is already sold at the World Market stores in Maryland and DC. The transformation of their stores and up beat presentation of their merchandise sounds like they are approaching a new retail concept in an exciting way that will succeed.]]> BofA (BAC) has received requests for information from U.S. and U.K authorities about the setting of Libor and other interbank rates, BofA said yesterday. The firm is also a defendant, along with other banks, in investor lawsuits over the affair. BofA will take a Q3 charge of $800M related to a fall in the U.K. tax rate, and it will contribute $738M to the credit-card price-fixing settlement in the U.S. (10-Q) http://seekingalpha.com/currents/post/463331?source=feed#comment-8060521 8060521 WFC and all the rest just kept a lower profile and have a better PR department.
Moved my small business account to Bof A because they offer more services for less than any other bank I shopped.
Am impressed actually and my life became simpler. One actually speaks to someone in the USA when there is a problem and they get it fixed.]]> Fri, 03 Aug 2012 09:47:58 -0400 WFC and all the rest just kept a lower profile and have a better PR department.
Moved my small business account to Bof A because they offer more services for less than any other bank I shopped.
Am impressed actually and my life became simpler. One actually speaks to someone in the USA when there is a problem and they get it fixed.]]>