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  • Why Amazon Is Still Cheap [View article]
    Agree completely. I am a Prime user almost entirely for the shipping
    Mar 14, 2015. 11:26 AM | 7 Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    I work in a 4,000+ employee hospital. iPad penetration, yes. iPhone fans galore coming in the front door, yes. But the desktop Windows infrastructure seems unbreakable to me. You've got years of user training, huge I.S issues, dirt cheap Windows PCs, I see no movement towards Apple whatsoever, not even the slightest pressure.
    Oct 23, 2014. 09:15 AM | 4 Likes Like |Link to Comment
  • Of God And Games [View article]
    Well, time will tell, but there is something dark here that troubles me. The fundies seem great, TTWO seems absurdly undervalued and a screaming buy and yet the market continues to brutalize the stock in what seems to be more than your garden variety market overreaction. This gives me pause.
    Nov 30, 2013. 11:28 AM | Likes Like |Link to Comment
  • Cramer Expounds The Greater Fool Theory On Netflix [View article]
    Sheesh, fellow commentators, get a grip, Cramer was being facetious! He's actually a great writer and often effectively employs irony in his articles. Oy...
    Oct 23, 2013. 09:19 AM | 1 Like Like |Link to Comment
  • Amazon Earnings Preview: 5 Metrics To Watch [View article]
    Note that I was referring to the user comments not the actual articles. If an author wrote a negative article on AAPL, virtually all the comments were against, often quite virulent. The flip case on AMZN makes me nervous about shorting, too much company on that sentiment.
    Jan 27, 2013. 11:43 AM | Likes Like |Link to Comment
  • Amazon Earnings Preview: 5 Metrics To Watch [View article]
    Paulo, krk: good discussion. Can I throw out another question? For months the comments section of SA articles on AAPL saw near 100% positive support for the stock. For AMZN I continue to see near 100% support for a negative outlook. Meaningful?
    Jan 27, 2013. 10:53 AM | Likes Like |Link to Comment
  • Apple Fire Sale: Part 2 - The Rocket Blast [View article]
    Is this corrrect? "Stock market trades generally settle a few days after the trade date. This is the day shares and cash actually change hands. But the settlement date doesn't matter for purposes of determining when your sale took place. If your trade date is in the current year and your settlement date is in the following year, the tax law says you made the sale in the current year (year of the trade date)." quoted from FairmarkDotCom
    Dec 26, 2012. 10:23 AM | 1 Like Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Your conclusions might bear out, who knows, but I couldn't get past the ridiculous initial statement "despite being out of its premier product - the iPhone 5 - for most of October and November." The product was selling out, it was not out of stock! OMG, not exactly the same thing...
    Dec 7, 2012. 05:46 PM | 2 Likes Like |Link to Comment
  • 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. [View news story]
    Doug, it seems like you are trying to recapture past glory with Hail Mary calls that are more emotional than rigorous. You are going down the path of Prechter and that famous one-shot wonder negative prognosticator from the 1970s whose name I can't recall who ended up in disgrace.
    Oct 3, 2012. 03:17 PM | 2 Likes Like |Link to Comment
  • Amazon Primed For A Big Drop As Growth Slows [View article]
    Very good central point that other negative authors miss, it's about the revenue, forget the rest, for now at least. As the momo guys say "trade price, not opinion". If the market is irrationally overvaluing revenue and ignoring earnings problems, that is nevertheless reality and you will get killed fighting it. Excellent point here to follow the revenue for your trading decisions.
    Sep 2, 2012. 11:25 PM | 1 Like Like |Link to Comment