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  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]

    Win 10 is ABSOLUTELY trying to do that. As an Android user its very appealing alternative but its still years away from getting a decent app store up & running with everyone having touch laptops & win phones to want to sync. MSFT will obviously do better than now which is 0% market share but the damage has been done. People will have too much AAPL ecosystem by then. Android is the one that should be a little worried.

    I dont know if Windows can have the leverage with the phone producers & carrier like AAPL to make the experience so clean. Android has been very disappointing in controlling Verizon from throwing apps on phones, the manufacturer from doing it & then having Android updates go smooth for all. Android killed the S5

    Windows has a chance to take some Android market share as a result, but AAPL is still WAY WAY off
    Jul 31, 2015. 10:04 PM | 3 Likes Like |Link to Comment
  • 8 Things To Know Before The Weekend [View article]
    Nice rally today on Employment Cost Index falling implying delay in rate hikes

    In 2014 we had a disagreement about 2015 rate hikes. I said they we are Zerobound like Japan, you said rate hikes for sure. Do you see a Sep hike?
    Jul 31, 2015. 09:05 AM | Likes Like |Link to Comment
  • Facebook shows off 'Aquila' Internet drone [View news story]
    More MAUs that dont make money
    Jul 31, 2015. 06:48 AM | 2 Likes Like |Link to Comment
  • Potash Corp.’s Q2 results hampered by weak nitrogen prices [View news story]
    I'm hoping that K+S falls through, POT would have more $$ to keep paying out that now huge dividend
    Jul 30, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    Valuation of $70 per MAU is too much, especially adding with such low MAU additions (Up 15%)
    Jul 29, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Ford: Exceptional Value In An Overbought Market [View article]
    Looks like AAPL wants to do the same thing
    Jul 29, 2015. 02:18 PM | 1 Like Like |Link to Comment
  • Is Twitter Facebooking? [View article]
    TWTR isn't growing like FB

    People spend serious time on FB while TWTR is something to check

    FB is trolling on your friends & family while TWTR is talking to strangers. I just dont see the long term huge growth

    I think TWTR is valued at $70 per MAU... thats high
    Jul 29, 2015. 11:35 AM | 1 Like Like |Link to Comment
  • Twitter up 4.4% ahead of Q2 report [View news story]
    Somebody knows something, VERY suspicious action, I now expect a KILLER beat
    Jul 28, 2015. 04:00 PM | Likes Like |Link to Comment
  • Facebook: Buy Ahead Of Earnings [View article]
    Sure seems like theres a lot more Bears than Bulls going into earnings. FB fell far too much compared to SPY today.
    Jul 27, 2015. 03:38 PM | 2 Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    So you're telling me to SELL commodities LOW & BUY stocks with PEs that are historically HIGH?
    Jul 24, 2015. 12:27 PM | 11 Likes Like |Link to Comment
  • Chevron - A Nearly 5% Yielding Rock Of Stability In The Energy Sector [View article]
    Oil at $48 CVX $91
    Jul 24, 2015. 11:52 AM | Likes Like |Link to Comment
  • Gold Is Dead, Long Live Gold [View article]
    Some serious good work here... This isn't just throwing darts at the bottom.


    I'm targeting silver in the single digits myself but $12 may be more realistic. Its all up to the dollar, will the dollar rise into rate hikes for a while & then when the economy starts slowing down as a result it fades in Oct which would be the time to buy gold similar to the story you present? Its a decent theory
    Jul 23, 2015. 10:35 PM | Likes Like |Link to Comment
  • Chevron - A Nearly 5% Yielding Rock Of Stability In The Energy Sector [View article]
    Oil at $48 CVX $93
    Jul 23, 2015. 09:19 PM | Likes Like |Link to Comment
  • Freeport McMoRan +3.3% premarket despite $1.8B loss, 23% revenue drop [View news story]
    That didn't work out. Already negative
    Jul 23, 2015. 09:35 AM | 3 Likes Like |Link to Comment
  • Jobless Claims dives 26K to 255K [View news story]
    If the Fed doesn't hike rates now they will be admitting just how much the recovery is based on global stimulus & ZIRP.
    Jul 23, 2015. 09:22 AM | Likes Like |Link to Comment