Seeking Alpha

dmarilley

dmarilley
Send Message
View as an RSS Feed
View dmarilley's Comments BY TICKER:
Latest  |  Highest rated
  • Equity Research Analysts Covering Apple Hit The Bulls-Eye! [View article]
    One simple point: There are always hundreds of better ideas globally than any mega cap. And in aggregate, liquid mega caps are a stellar source of funds.
    Jun 14 02:37 PM | Likes Like |Link to Comment
  • Buy Apple Now - Second-Quarter iPhone Sales Predicted To Beat Consensus [View article]
    To report a forecast of aggregate sales without forecasting by individual product is, to be kind, useless.
    Jun 13 09:39 PM | Likes Like |Link to Comment
  • Xiaomi Is A Big Threat To Apple [View article]
    The Mathematica algorithm doesn't have any capability to capture disruptive shifts in consumer sentiment. Cooks biggest frustration from what I hear is based on how Apple has been ripped by patent infringement. Here is a thought: As something like IOS gets bigger and actually fatter, the door opens for a streamlined seamless coordinated set of apps in a deadly efficient operating system that just coordinates those things. Apple better see that too much of a good thing is a bad thing, or they will be shocked at how the aggregate global consumer is no longer attracted to their overpriced toys.
    Jun 12 08:32 PM | Likes Like |Link to Comment
  • Apple's Ecosystem Is Unmatched [View article]
    than enter right now
    Jun 12 12:17 AM | Likes Like |Link to Comment
  • The Great Correction Of 2014? Don't Drink The Kool-Aid [View article]
    Stocks are perpetuities, but 40 percent of the top companies probably won't exist in ten years based on disruptive economic activity. Layer that with an assumption that average GDP growth might be 1.6 percent for the next 25 years, and see how those assumptions coupled with hyper-concentration of wealth value the S and P 500.
    Jun 11 01:25 AM | 4 Likes Like |Link to Comment
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned? [View article]
    I see an idea here....Require everyone to post all losing and underwater trades in a public forum.
    Jun 9 04:26 PM | 3 Likes Like |Link to Comment
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned? [View article]
    Buy a stock for full cash in a margin account. Then use it as collateral to short an equal dollar amount of another stock. You are generally allowed more leverage than this. Dual 50 percent moves should get it done before margin interest.
    Jun 9 04:23 PM | Likes Like |Link to Comment
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned? [View article]
    Buy BBRY in a margin account and short AAPL with no extra capital commitment. You can go over 100 percent with full margin and 50 percent up and down.
    Jun 9 04:20 PM | Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    I have done prospective market surveys, but don't give my results for free. The summary is 100,000. But the level of interest in switching to the 6 would surprise people. Also the 5s 16 GB is being given away right now for trading in select I Phone models. What is the sell through on the trade in, and 5s subsidy? Figure it out yourself, it is middle school stuff. The comprehensive model with the friction of handling requires a very high price on the 6. What will the 6 do? A sapphire crystal wrap around watch? All I can say is IOS better carry a PE like CRM equity has. Technical people: Just look for signs of distribution, and a fifth wave up.
    Jun 9 04:36 AM | Likes Like |Link to Comment
  • The ECB Cuts Rates And The Euro Continues To Rise [View article]
    World financial markets are only beginning to perceive the reality that low rates, without a system that efficiently allocates capital to entities that can create wealth rather than act as a liquidity dam, brings to the global economic system. Worthwhile human capital is left without funding, while bloated entitled entities waste capital. Does anyone want to do the analysis that is necessary to deploy capital where it develops human potential? Wealth promises to concentrate further and further into the hands of passive investors when it needs to be in the hands of those who have intimate local knowledge of emerging opportunities. It goes even to the structure of how we educate our financial professionals.
    Jun 8 10:22 PM | 8 Likes Like |Link to Comment
  • Apple: A Return To Innovation Driving The Growth Of A Highly Unique Animal [View article]
    None of that stuff moves the needle enough to get profit growth at Apple given the impending commoditization of all smart phones.
    Jun 6 07:05 PM | Likes Like |Link to Comment
  • Apple At $650. Now What? [View article]
    It is true that anyone declaring a 7 for 1 versus a 10 for 1 doesn't much like options traders.
    Jun 5 04:35 PM | 1 Like Like |Link to Comment
  • Apple: What I Want For Christmas [View article]
    Cisco was supposed to be the first trillion market cap decades ago. Check the cap now. Apple will be similar.
    Jun 5 04:17 PM | Likes Like |Link to Comment
  • Apple: Why I Raised My Stake By 14% Yesterday [View article]
    There is a theory that says all financial writers are charlatans. That is why we need the AIMR.
    Jun 4 02:51 AM | 1 Like Like |Link to Comment
  • Apple: Why I Raised My Stake By 14% Yesterday [View article]
    Jay Carney has been some comedian, hasn't he
    Jun 4 02:50 AM | Likes Like |Link to Comment
COMMENTS STATS
554 Comments
307 Likes