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rew222

rew222
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  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    This made me laugh!! "Apple is a marketing machine, not an innovator". Clearly you have no knowledge of Apple's history.
    May 28, 2013. 04:14 PM | 16 Likes Like |Link to Comment
  • Apple Set For Strong Sales Of iPhone 6 In Just A Few Weeks - But Is It Too Little, Too Late? [View article]
    If Mr. Blair ever goes long AAPL, that my fellow investors is the time to SELL!
    Aug 28, 2014. 09:42 AM | 12 Likes Like |Link to Comment
  • Apple: Q2 Results Are Not What They Seem [View article]
    HuFlungDung=Michael Blair?
    May 9, 2014. 09:40 AM | 9 Likes Like |Link to Comment
  • Sucker Yield REITs: Does Annaly Capital Management Qualify? [View article]
    I read all of Brad's articles and have great respect for his insights on REIT's. I also own NLY knowing the risks. I would agree that it's not a 'sleep-well-at-night' stock. I am lucky to have entered when it was under $10, so I actually have some capital gain. But, the ECB and Tepper's remarks yesterday took all REIT's down. This is a name you have to monitor and listen to the conference calls and read the financial statements.

    BTW, based on Brad's article yesterday I opened a position in OHI, and I am waiting for a better price on DLR and NNN. Keep up the nice work Brad. I slightly disagree with your view of NLY but still think you are one the best Author's on SA.

    Regards,
    Sep 5, 2014. 02:29 PM | 4 Likes Like |Link to Comment
  • American Capital Agency's Dividend Range Scenarios For Q1 2014 [View article]
    Scott,

    3/20 - American Capital Agency Corp. Declares First Quarter Dividend of $0.65 Per Share


    Right on the money with your prediction!! Nice work. I enjoy reading your posts and learn more each time. Thank you for putting in the time and effort.
    Mar 20, 2014. 09:32 PM | 3 Likes Like |Link to Comment
  • Apple: Desperately Seeking Capitulation [View article]
    I believe that the down draft in Apple is also partially due to management's indifference to shareholders and the shareholders disgust with the hubris that Cook and Oppenheimer put on display every quarter. That coupled with shareholders losing confidence that Cook can lead the organization including the finance side (and what to do with the cash), and attracting good talent at the executive ranks in addition to his stated goal of making good products. The point is that Cook needs to realize that he is the CEO not just the Ops guy and therefore treasury and finding the next leaders ARE NOW HIS JOB. He failed miserably to refill the Retail executive position for example and since he has filled Steve's role no one has back filled his. In addition, Cook's ownership interest is extremely low, so when he says he does no like the drop in the stock price, he's not speaking for himself. His net worth has not been affected.

    However, I am still in the stock because I think that they will eventually address some of these issues. If Apple came out today and said they think their stock is cheap and announce a $10B buyback, the trend would be reversed immediately. But until Apple shows confidence in itself, why should investors buy more? Over the longer term, I believe the fundamental story is sound and the stock will be fine, but it's a frustrating company since the prescription to reverse the trend is staring them in the face! I want to know where is the Board???

    If these issues are not address by the Spring or summer, or they miss EPS next quarter, I think you will get the capitulation that you are talking about.
    Mar 7, 2013. 11:17 AM | 3 Likes Like |Link to Comment
  • Apple Is Weak, That Is Not Normal [View article]
    ... plus Samsung's announcement today of Galaxy Note 4 and Note Edge. plus Celebrity icloud photo hacking incident. All short term negative catalysts.

    On the plus side we have the product announcement on Sept 9th, and we could have some new product categories in iWatch and NFC with payment processing, and iHealth solutions.

    Not surprising that Apple stock is waging a war between the 2 sides at $100.
    Sep 3, 2014. 11:23 AM | 2 Likes Like |Link to Comment
  • Apple Earnings: What's Next? [View article]
    The discontinuation of EPS guidance could be the result of a plan for a sizable stock buy-back. If the float will shrink by an unknown amount in the next quarter, the company is better off not giving guidance.My guess is that they will start to use stock buy-back's like IBM does... to back into an EPS number. I cannot think of a better way to use the cash hoard.
    Jan 24, 2013. 08:49 AM | 2 Likes Like |Link to Comment
  • Apple Order Cuts Don't Tell The Whole Story [View article]
    Notice how all the rumors started after Apple could not well respond due to the quiet period leading up to earnings. Seems fishy to me. We will know the truth in a week. Place your bets.
    Jan 15, 2013. 12:46 PM | 2 Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    The real genius is the end to end solution, the ecosystem, whatever you want to call it. Apple implements technology to solve problems or enhance lives and productivity. Samsung and BB roll out new technologies and leave it to the consumer to figure out how to stitch it all together. For Apple, it's not about the largest screen, the most megapixels, the next cool tech innovation. Rather it's about packaging the right mix of technology, software, services, and support to create solutions that enrich people's lives.
    Sep 10, 2014. 10:47 AM | 1 Like Like |Link to Comment
  • Apple: 3 Specific Reasons I'm Still Bullish [View article]
    Thank you for adding bloviate to my vocabulary! I enjoyed the reply so much that you got a folllow out of it!. Cheers.
    Apr 3, 2014. 01:45 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    This is over my head as well. My concern with AGNC, NLY and the other mREIT's is how they will perform is a rising interest rate environment. Most analysts reading the Fed tea leaves predict a very gradual unwinding of Fed policy in around 18 months depending on the unemployment rate. They predict that the Fed will be very gradual and subtle so as to not create a sustainable spike in Interest rates and I mostly subscribe to this view. So in a scenario of gradually rising interest rates, I would enjoy hearing the author's views on what steps AGNC would take to protect BV. Possibly hold to maturity and keep losses as unrealized? Perhaps a more aggressive hedging strategy? And how this might impact the performance of the company.

    Excellent article. I will re-read it until I comprehend all of it!! Thank you.
    May 2, 2013. 10:47 AM | 1 Like Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    The cash is a negative not a positive in my view. Idle capital is wasted potential. I think of it as a spring. Sooner or later it has to be sprung! Better to distribute the cash or buy back the stock, so that others can put it to use if Apple cannot find good use for it.
    Mar 4, 2013. 09:58 AM | 1 Like Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Ashraf, having been in IT for the better part of 25 years, I would disagree with your assessment of the IT landscape, however, I will agree that Tim Cook's comments regarding "the most important thing".

    Steve Jobs was the FOUNDER and CEO of Apple. He was brash, unapologetic, and driven. Like him or hate him, own or avoid the stock, he didn't care. Steve was Steve and you had to accept that hubris if you owned Apple while Steve was alive. Sadly, Steve died. The founder no longer runs the company and as a result the company belongs to the Shareholders. So when I listen to the conference call and see Tim and Peter with the same hubris, it makes me want to tune out. They founded nothing and they need to realize they work for the shareholders My guess is a lot of shareholders feel this way and will sell just to not have to pay attention to them any more. Their arrogance is their undoing.
    Jan 24, 2013. 01:02 PM | 1 Like Like |Link to Comment
  • Exelon's Risk Profile Has Changed - What You Need To Know [View article]
    Thanks for the article. It was helpful in sifting through the noise to come up with some sense of fair value given the CEO's comments. It sounds like to me the rating agency's gave a negative opinion on managements plan for financing the dividend until conditions improve and that has taken management by surprise and causing them to have to message that the credit rating will take priority over dividends. I will also hold and average down. $31 seems reasonable and we are very close to that now anyway. In holding the stock you have to believe that the power price volatility will improve and come back up by the $3 - $6 dollars management is looking for. If not however, the worst case is already priced in.

    One error in your article: I think you meant to say "These issues won't last forever."

    "First, Exelon is not about to go bankrupt. This is not the concern. It is too big and generates too much cash for that. The balance sheet and cash flow statements are not in disarray. A poor business climate, induced by a weak power generation market and the unfortunate location of the company's regulated business geography (Chicago, Philadelphia, and Baltimore) are causing problems. These issues will last forever. Power rates will perk up in the future, along with the economies of these major metropolitan areas."
    Nov 6, 2012. 11:32 AM | 1 Like Like |Link to Comment
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