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  • Another Look: Some Facts Investors Might Have Missed In Ford's May Sales Numbers [View article]
    Slight drop in unit sales, but higher average price & margin.

    If you're going to see a drop in sales, better it come from the lower margin product.
    Jul 9, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Is Any Company A Major Threat To Apple? [View article]
    That doesn't mean there isn't a risk of commoditization.

    My Nexus 5 is a dream to use, and I see no reason to upgrade. I know iPhone 4 users who are still satisfied and see no point in upgrading.

    No reason to upgrade is one of the problems behind the Wintel slowdown.
    Jul 6, 2015. 06:56 PM | 6 Likes Like |Link to Comment
  • Ambarella Makes A Genius Acquisition [View article]
    Or the Google cars which will post ads for similar destinations during the trip.
    Jul 4, 2015. 08:53 AM | 1 Like Like |Link to Comment
  • Detour Gold Shareholders Should Be Looking To Sell In 2018 [View article]
    I'm okay with that, as long as it's priced in the $20's.
    Jul 1, 2015. 11:15 AM | Likes Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    I've got an iPad, and it's pretty good.

    I also have a Nexus 5 and it's great, when I upgraded from my Galaxy, it was pretty simple. I entered my google account on the new device, and I was there.
    My contacts, my email, my calendar, my documents.

    Google isn't hardware, and it isn't just the software, it's how everything fits and makes me more productive, even if I'm using Windows & iOS. Which is the point, Google will work with whatever system you're using. Myself I find it convenient to have a cross platform solution.

    Microsoft beating Google? They've spent how many billion on Bing, and it still isn't competitive, and that's just a search engine.

    I'm not counting MSFT out, they're a big company with a lot of smart people, but I'm not expecting them to knock Google out.
    Google, Apple & MSFT all saw what happened when Blackberry got arrogant and stopped paying attention.
    Jun 28, 2015. 09:10 PM | 1 Like Like |Link to Comment
  • Smith & Wesson launches $50M buyback; shares rise [View news story]
    Some people think guns are bad, they lump them right in there with tobacco.

    Heck it's the ATF, they've gotta be equally bad?

    I'd actually love to own a few of their new products, but Canadian gun laws...
    Jun 28, 2015. 10:57 AM | Likes Like |Link to Comment
  • Why Google Shouldn't Buy Twitter [View article]
    Google opinions will determine the exact demographics of a user.
    Also I find Google ads particularly relevant, I've even purchased products through them.
    Facebook ads are way off the mark. I have no need or even interest in some of the stuff they are advertising.
    Jun 22, 2015. 09:24 PM | 1 Like Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    " the odds are against it for the simple reason that lightning never strikes twice. "

    Most of the time lightning strikes the same point over and over again.

    That's the whole point of lightning rods, the real question is if you think Google is a lightning rod or not.

    Personally I think they're willing to try a bunch of ideas, but they recognize good ones that aren't theirs as well, Youtube and Android appear to have worked out quite well.
    Heck Youtube alone makes up for all the bad company purchases they've made, which is the point.

    Google will make multi billion dollar bets, that's something almost nobody else is willing to try.
    Jun 22, 2015. 05:59 PM | Likes Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    What if they can drive it down so cheap that it IS profitable to sell to them?

    Read up on microfinance, a lot of people were ignoring this need, until people found a way to break even and even profit on it.

    You're missing the Google plan, find and try new ideas, then figure out if they can make them profitable. No, there isn't a lot of money in reminding me where I parked my car, but they do that.

    The end result is, I as a user find Google useful, as an investor I've also found them to be profitable. Keep doing both I'll be happy.

    I'll leave it up to management on how they work the stuff in between the two points I care about.
    Jun 20, 2015. 10:30 PM | 1 Like Like |Link to Comment
  • EU's charge sheet demands sweeping changes to Google shopping search [View news story]
    Yes, but not until they're a little less cool, attacking the cool company isn't good for votes.

    Some people think Google is the biggest privacy violator, so they're all over them.
    Jun 20, 2015. 10:23 PM | 1 Like Like |Link to Comment
  • EU's charge sheet demands sweeping changes to Google shopping search [View news story]
    Looking back over the last decade, I'd love to have a few more stocks as "ignored" as Apple.

    I don't get the GOOG/AAPL issue, they're both IMO good profitable companies with a future, own both and enjoy the returns.
    Jun 20, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Ambarella -6.1%; Citron sets $40 18-month target [View news story]
    Bought at $30, sold half at $115.

    I've made a great return, and got the remaining shares for free. I'm gonna see where this goes.
    Jun 19, 2015. 10:16 PM | 1 Like Like |Link to Comment
  • Targeting Smith & Wesson Ahead Of Q4 Earnings [View article]
    The military contract is nice, but even without it they're doing quite well.

    They make a good product, at good margins, and have upgraded their logistics and forecasting systems which should help in downturns.

    They also get a nice sin stock discount.
    Jun 17, 2015. 09:39 PM | Likes Like |Link to Comment
  • What Are You Afraid Of? [View article]
    Unless the government bans Google services, I don't see myself moving away. They're just awesome, and they save me so much time and money it isn't funny.

    iOS users are pretty much just as in love with their platform, I think they're okay here.

    However if Apple or Google make missteps, they could be roadkill, BB and Palm before that both owned the market, both fell. It's possible either or both Apple or Google could fail.

    Realistically, Google has launched so many failed initiative, they know exactly what failure looks like, and will likely cut a project loose before it drags them down. Apple seems very reluctant to ever admit failure or being wrong.
    Jun 15, 2015. 09:24 PM | Likes Like |Link to Comment
  • The Lesson Of Ambarella [View article]
    I would, just from a diversification standpoint.
    Jun 14, 2015. 10:03 AM | Likes Like |Link to Comment