Seeking Alpha

gensearch2

gensearch2
Send Message
View as an RSS Feed
View gensearch2's Comments BY TICKER:
Latest comments  |  Highest rated
  • Apple's Sell-Off Is An Opportunity... To Sell [View article]
    Re: "Cook's Apple is focused on trying to tread water instead of innovate and create."

    You figured that out based on Apple increasing R&D spending?
    Feb 4, 2014. 07:05 AM | 23 Likes Like |Link to Comment
  • Apple partners with credit card companies for iPhone wallet [View news story]
    No need to be sorry. I trust you don't use credit cards, use Pay Pal, do any on-line shopping of any kind or use public wifi unless you're using a VPN. Forget about using Android, Windows or iOS for Gmail ... http://cnet.co/1lFH7R8

    Cash is the only safe transaction. Then again, there is counterfeit currency galore. Maybe you should stick to coin for all your financial transactions.

    Good luck.
    Sep 2, 2014. 05:16 AM | 22 Likes Like |Link to Comment
  • Apple Struggles In China, But New Product Could Bring Added Growth Domestically [View article]
    There are only two strategies that are producing profits.

    Samsung's and Apple.

    Samsung is capturing their share with extensive marketing, payola, and paying students to trash other manufacturer's products

    Apple is capturing their share with quality.

    The moment Apple introduces a low cost phone the pundits will rise out of their holes and proclaim, .... "There goes Apple's margins, they're giving up profits for market share. The end is near."
    Mar 7, 2014. 12:45 PM | 22 Likes Like |Link to Comment
  • Amazon's New Smartphone Spells Trouble For Apple [View article]
    I'm sure that Bezos will announce they sold more than they expected and are very pleased. When asked how many were sold, Bezos will reply it's not material.
    Jun 9, 2014. 10:02 AM | 16 Likes Like |Link to Comment
  • Apple's Split: What You Need To Know [View article]
    I see two criticisms of leveled against pundits. If they own the stock, you can't trust them, because their advice is self-serving. If they don't own the stock, you can't trust them because they aren't taking their own advice.

    Then we can add to that. Who validates what they own or don't own anyway? If you can't trust them whether they own the stock or don't own the stock, you can't trust them that they're telling the truth whether they own it or not.

    At the end of the day, it's up to each of us to validate their analysis, recognizing that we have our own biases that might subconsciously influence us. .... We tend to believe what we want to believe.
    May 27, 2014. 07:39 AM | 16 Likes Like |Link to Comment
  • Amazon: Impatient Investors Are Giving You A Golden Opportunity [View article]
    Just need to wait two more years. In two years, you'll have to wait just two more years.
    Apr 30, 2014. 05:26 PM | 16 Likes Like |Link to Comment
  • IPhone 5 (AAPL) sales come in at "over 5M," well below expectations. (PR) AAPL -2.3% premarket. [View news story]
    I continue to be fascinated that it's the company that gets rewarded or punished in the near term on what analysts pull out of their butts.

    They claim that in the private sector performance is rewarded. But that rule has never applied to analysts. What a great job. You can pull numbers out of your butt, be wrong and get a bonus for it.
    Sep 24, 2012. 08:56 AM | 16 Likes Like |Link to Comment
  • Everybody Loves Apple [View article]
    How about 7 times in a row on customer satisfaction.

    "For the seventh time in a row, Apple has topped the J.D Power Smartphone Customer Satisfaction Study, beating HTC and Samsung into first place, as consumers increasingly warm to its ease of operation and features. .."

    http://tnw.co/FPsrmU

    I'm sophisticated enough that I know more than the typical tech support. Which isn't saying a lot, admittedly. But technically sophisticated or not, who in the world wants to be stuck defragging a hard drive? I want to use my computing devices, not be stuck maintaining them. After all these years we're still defragging NTFS drives.

    Reliabiltiy. Here's reliability ...

    Apple tops PCWorld reliability, satisfaction surveys

    by Dan Moren, Macworld.com Dec 6, 2011 6:50 pm

    Our colleagues across the hall at PCWorld have completed their latest reader survey on laptops, desktops, tablets, and smartphones, and one company walked away with a win in every category. Here’s a hint: It is not Dell. Rather, Apple scored top marks for all four product categories.

    The survey included responses from approximately 63,000 PCWorld readers who were asked about the reliability, features, and service and support of their devices. (In addition to the aforementioned devices, PCWorld also asked after digital cameras, printers, and HDTVs.) Results for the companies were then compiled and compared to their peers to yield the ratings. ...

    http://macw.us/wRm2gC
    Mar 17, 2012. 08:49 PM | 16 Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Perhaps you can "win" by writing a book. ..... and then the movie deal. ;o)

    I don't think this or other stocks like Tesla has anything to do with Bernanke or his policy. IMO, the market is so utterly dominated be high frequency trading and day traders that fundamentals are irrelevant in today's market. It's technicals that rule. And the technicals can be moved by the high frequency traders.
    Oct 25, 2013. 08:50 AM | 15 Likes Like |Link to Comment
  • Steve Jobs Vindicated, Google Next Target [View article]
    Perhaps you should actually read which Apple patents the jury affirmed that Samsung infringed ... Or you could continue to pretend you know. It's your choice.
    Aug 25, 2012. 12:59 PM | 15 Likes Like |Link to Comment
  • The Sad Truth of the GM IPO [View article]
    Has anyone figured out what it would have cost the taxpayer to let GM and Chrysler go into liquidation. The only way to avoid liquidation was for someone else to come up with $60B. At the end of 2008, there was no one else who would have come up with $60B.

    In addition to all the unemployment benefits, loss of employee taxes, a liquidation would have cascaded into the supply chain and what would have been the economic and taxpayer impact there?

    I'd like to see that write up the describes the differences between the UAW at GM and the UAW at Ford. Ford didn't need government funds because they secured loan guarantees before the collapse of auto sales. GM and Chrysler didn't. I can't imagine how anyone could remotely blame that on the UAW.

    Corporate taxes are largely a red herring.

    moneycentral.msn.com/c...
    abcnews.go.com/Busines...
    noir.bloomberg.com/app...

    There were more than a few that predicted that the taxpayer wouldn't get a dime back of the money they poured into GM. They got back a lot more than a dime.

    Why not include in your write up how much the US government put into GM in $Bs and how much has been returned in $Bs to the Treasury so far?
    Nov 21, 2010. 09:05 AM | 15 Likes Like |Link to Comment
  • Apple Short Interest Jumps 44% [View article]
    Or maybe people should get in line for the hot new Blackberry Passport.
    Sep 25, 2014. 07:51 AM | 13 Likes Like |Link to Comment
  • Apple Stays Rotten [View article]
    The analysts were "right", Apple was grossly under stocked. Lousy yields on those fingerprints.

    On a more serious note. I believe the carriers were telling the truth that their supplies were short. I think Apple might be sending a message to the carriers. ....

    To: AT&T and Verizon ... You people want to push Samsung and Motorola smartphones in your advertising. Fine. Apple is more than happy to sell them through the Apple retail stores and on line. Best Regards, TC
    Sep 23, 2013. 09:25 AM | 13 Likes Like |Link to Comment
  • "Apple's (AAPL) glory days are now behind it," said FBN's Shebly Seyrafi on Thursday morning with the stock at $450. On Sept. 13 - the day after the iPhone 5 launch and the shares at $680 - Seyrafi reiterated a Buy rating and boosted his price target to $1,000. (FBN now maintains an Outperform on Apple with a lowered target of $650.) [View news story]
    Odd ... over 80% of the smartphones sold by AT&T this last quarter were iPhones. .... Are you figuring they were all returned and people picked up a Note?
    Jan 26, 2013. 05:41 PM | 13 Likes Like |Link to Comment
  • Apple's Other PR Problem [View article]
    I would think that Igor was quite serious in his comment. Though I don't believe Apple will wonder why American Education is slipping. It's the teacher unions fault.

    Texas is one of the proud states that have the highest poverty rates in the US.

    Rank State Poverty Rate
    50 Mississippi 20.1%
    49 Louisiana 18.3%
    48 New Mexico 17.9%
    47 Alabama 16.7%
    46 Texas 16.2%
    36 Arkansas 15.9%
    45 Oklahoma 15.6%
    44 West Virginia 15.4%
    43 Arizona 15.2%
    41 Tennessee 15.0%
    42 South Carolina 15.0%
    40 Kentucky 14.8%

    http://bit.ly/GRSf63

    Geez. 46th in poverty rates. Hey I just noticed something. Everyone of those high poverty rate states are conservative states. Oh please let my state [Maryland] have their poverty rates too.

    Alas, the socialist state of Maryland has to suffer with the highest average household income in the country [sob, sob, sob]. I hope you noticed that MD is 11th in poverty rate in the US.

    If we were more capitalist like Texas we could have higher poverty rates and lower household income.

    I wonder which state ... MD or TX has a higher percentage of households that don't pay Federal income tax?

    I'm sure you'll enjoy this comparison health insurance coverage or lack there of.

    http://bit.ly/HJ3eP6

    Employers in Texas cover 45% of individuals
    Empoyers in Maryland cover 59% of individuals.

    Medicaid Texas covers 16%
    Medicaid Maryland covers 11%
    BTW. Since Maryland has a higher average household income MD's share of Medicaid expenses is higher.

    Uninsured in Texas is 25%
    Uninsured in Maryland is 13%

    Frankly, the US would be better off if Texas seceded. Actually, if the highest ten poverty states would secede the US would really be better off.
    Apr 1, 2012. 04:09 PM | 13 Likes Like |Link to Comment
COMMENTS STATS
1,464 Comments
2,337 Likes