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  • A Novel Idea: Sell U.S. Stocks Into Strength  [View article]
    From an infrequent poster: Very good article. At the least, it should cause experienced investors and new investors to pause, reflect and seriously consider the very good points (argument) you have made...and act on your advice, or not. At the least I think we have an informed and timely alert! Also, I think the 'wild cards' in any investment play are the Fed, our very dysfunctional congress and global events. When one takes out the wild cards, it makes sense to sell or reduce exposure to U.S. stocks in the very near future. Certainly, I'm not one to buy into this market at the present level(s). Most of my holdings have always been good dividend paying stocks (dividends reinvested) that I hold indefinitely...and add shares when we have a serious downturn, as another poster has suggested. However, I have a large position (for me it's large) in an two ETFs (U.S. stocks) and I think I will move to the sidelines on those in a few days, and possibly get back into to them during the coming (?) bottom.
    Apr 22, 2014. 10:27 PM | Likes Like |Link to Comment
  • What Makes Altria Group A Good Buy?  [View article]
    Even a company like Apple has investors who want to kill themselves for ever buying it in the first place. The best way to make lots of money is with a good copier...but it's illegal.
    Aug 26, 2013. 09:54 PM | Likes Like |Link to Comment
  • Apple Could Go To $625  [View article]
    Speculators: jump on board. Investors: Beware!
    Aug 15, 2013. 07:44 PM | 4 Likes Like |Link to Comment
  • Can Apple's Stock Be Saved?  [View article]
    Very good article, usual. As for me as an investor-- little to no confidence in Apple; maybe they are a good fit for traders. Generally speaking, Apple appears to be almost comatose in a very competitive and innovative industry that moves at warp speed! Hopefully, they are simply down, but not out.
    Jun 28, 2013. 12:00 PM | 1 Like Like |Link to Comment
  • Thoughts On Tim Cook's Testimony  [View article]
    Great article. Thanks for sharing. Also, I agree wholeheartedly with Rand Paul's comments to the Congress.
    It's interesting and really scary that so many liberals and progressives seem to think that the U.S. Congress can tax and spend this country into prosperity; and, that too many Americans are convinced that corporations are somehow part of the evil empire and that the burden for all our tax shortfalls should be shifted to those 'rich' corporations.
    May 23, 2013. 07:44 PM | 2 Likes Like |Link to Comment
  • The Truth Behind Apple's Numbers  [View article]
    What I'm hearing is "Apple is doing great, Apple is not subject to just any type of analysis!" However, I agree with Trainer! The proof is in the pudding: $705--$385...and has now struggled back to $440. Unless they pull some new rabbits out of their hat very soon, will probably be well below $400 again.
    And, btw, where are the pundits that were predicting $1,000 just a few months back?
    May 23, 2013. 07:31 PM | 1 Like Like |Link to Comment
  • Apple Is Where The Value Is At  [View article]
    Interesting article and insights. Well written, James. Thank you. Your article will help me to better understand what is happening as I witness the precipitous fall of Apple.
    Apr 21, 2013. 04:49 PM | Likes Like |Link to Comment
  • Tim Cook: The (Negative) $250,000,000,000 Man  [View article]
    Thank you, Bill. We are most definitely on the same page! Too bad the optimists can't see through the fog of indifference and blunder after blunder. Unless there is a quick awakening over at headquarters, I think Cook may flush is all down the toilet!
    Apr 19, 2013. 05:07 PM | 4 Likes Like |Link to Comment
  • Apple's Dirty Little Secret  [View article]
    @ Ashraf. Thank you! From a macro view, I wholeheartedly agree with your assessment of Apple. They have had a great run and I think many investors believed them to be a great, innovative company with much more short--mid term upside potential than their recent numbers and news indicate, but ...(fill in the blanks). However, I have always had a healthy skepticism of the long term viability of seemingly great companies who ride the back of the proverbial tiger (consumer market) with the latest and greatest gadget(s)! Give me a great, well managed company with steady increasing income stream(s) and a substantial moat, anytime...and that is not today's Apple.
    Apr 19, 2013. 02:59 PM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill  [View article]
    Very good article, Michael. Thank you!

    Long AAPL, but not a confident shareholder!
    Apr 17, 2013. 10:02 AM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill  [View article]
    DanoX, do you have anything of value to add? Do you know why nothing came of any tax holiday that may have been offered?
    Apple could surely invest their huge cash hoard abroad and add shareholder value, but I don't see many company's bringing their cash back to the U.S. only to be double taxed, plus all the other strings/problems that go along with cash in the U.S.
    If you want to move to China, that is your prerogative!
    Apr 16, 2013. 11:06 AM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill  [View article]
    Long AAPL.
    Agreed that Apple's embarrassingly huge foreign cash hoard could be used for many and varied purposes to increase shareholder value tremendously. I don't think many would argue that point.

    My first point is that the U.S. tax code for individuals and corporations in America is BROKEN....and there is not the political will in Washington to fix it, and a fix doesn't appear to be on the horizon.

    Apple happens to be just one of the many corporations who have been forced, by our ineffective government, to keep their capital out of reach of the hands of our short-sighted and tax-greedy politicians; consequently, AAPL is just one of the many corporations that brings our corporate tax code inequity to the fore. So, it appears that Apple as well as others are certainly making a dissenting political statement to our politicians. Will they listen and take action? Probably not, but I think many corporations are willing to wait out Congress and hope some type of repatriation tax bill is passed. Meanwhile, the Apple's cash hoard does little or nothing for the Apple investor.
    Apple has many negative technical factors and other troubling headwinds that have caused the stock price to suffer, Chief among them, I believe, is very weak leadership...and without the Steve Jobs' vision.
    Apr 15, 2013. 05:40 PM | 1 Like Like |Link to Comment
  • A Closer Look At The Vanguard Dividend Appreciation ETF  [View article]
    What about timeliness of a purchase of this ETF?
    Apr 12, 2013. 05:22 PM | Likes Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock  [View article]
    The title of your articles says it all...and I agree completely!
    Apr 11, 2013. 06:13 PM | Likes Like |Link to Comment
  • Reflections On The Current State Of Apple  [View article]
    Excellent observations on and recommendations for Apple, Bret. Thanks!
    Apr 11, 2013. 12:58 PM | 1 Like Like |Link to Comment