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todd.kaime

todd.kaime
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  • The Amazon Fire TV Can Burn Down Apple TV, Roku And Chromecast [View article]
    Apple and Google are the only players right now who have all the pieces of the puzzle to make the living room TV a viable alternative to laptops/tablets and PCs for more than consuming content but creating it as well.
    Apr 3 12:08 PM | Likes Like |Link to Comment
  • The Apple You Don't Know [View article]
    The "marketable" part of marketable securities means they can be turned into cash in short order. Just because an investment has one or more years to maturity doesn't mean you have to actually hold them to maturity.
    May 9 05:42 PM | 9 Likes Like |Link to Comment
  • "High above the Alps, my gnome is hearing that Apple’s shares are lower because of margin calls," writes Doug Kass as Apple (AAPL -1.3%) falls to $444 and cedes its market cap crown for now to Exxon Mobil. The FY13 EPS consensus has fallen to $45.07 from a pre-earnings level of $48.30, but that still puts shares at 6.6x forward EPS exc. cash. The dividend yield is now at 2.4%. (yesterday[View news story]
    Article in WSJ suggests that many companies "foreign cash" is right here in the USA. IRS and SEC rules don't forbid it as long as the cash is still owned by the foreign subsidiary.
    Jan 25 11:21 PM | Likes Like |Link to Comment
  • Why Analysts Missed The Apple Correction [View article]
    "cash herding"? Is that an analyst term?
    Dec 7 06:19 PM | Likes Like |Link to Comment
  • Gold will shine in coming months thanks to QE3, strategists say, with Deutsche Bank predicting $2,000 next year and BofA setting a $2,400 target price for 2014. BofA's pick includes a warning that "any abrupt spike in real interest rates that puts an end to the upcoming monetary easing cycle may drive investors out of gold and create substantial downside pressure on prices." [View news story]
    I thought gold was supposed to be a hedge against that. Now I can just make bullets out of my gold coins?
    Sep 18 11:59 PM | Likes Like |Link to Comment
  • Why Blue Nile's Q3 Revenues Will Disappoint Investors [View article]
    The Google chart of bluenile search looks like it has been declining quarter over quarter for the last several years. In fact the entire chart shows to be in decline. There might be other search terms that gets them their sales.
    Sep 17 07:47 PM | Likes Like |Link to Comment
  • Apple: One More Thing [View article]
    Perhaps "the market" liked it. Although AAPL did sell off a little before this day, it was up a good bit in late day trading and even into the after hours. Tomorrow we'll see if the market continues to like what AAPL has done.
    Sep 12 07:28 PM | 1 Like Like |Link to Comment
  • Apple: Buy Put Options To Protect Gains [View article]
    Apple's latest run up has been on half of the average volume. I think when the volume comes back the price will go down.
    Aug 9 10:17 PM | 1 Like Like |Link to Comment
  • Apple Dividend, Last Call [View article]
    AAPL is not the first company to pay a dividend. Dividends have been around awhile. I've never thought them to be so mysterious.
    Aug 7 11:10 PM | 1 Like Like |Link to Comment
  • Upset Alert As Marissa Mayer Takes Over Yahoo [View article]
    It's not the degree but the experience that makes a good CEO. The question is, did she get enough experience at Google to do much? Or is Yahoo grasping at anything now to remain relevant?
    Jul 16 11:37 PM | Likes Like |Link to Comment
  • Seeking Moats And Durable Competitive Advantages [View article]
    I too thought that opener was going to get blasted, although for a different reason. I thought he was defining "value investing" but isn't it the goal of every kind of investing to get more out than you put in? Of course, an investment that generates losses can be desirous to some but is certainly not the norm. Except for this introduction the article is good in that it introduces us to companies in which we might not have been familiar. Oh, about the clickable chart: I could not get the entire thing to display. Perhaps my browser didn't like it but there was no scroll bar right and left.
    Jul 16 03:17 PM | 1 Like Like |Link to Comment
  • Seven DJIA components have hit all-time highs this year (vs. 8 in 2011), with JNJ and AXP seemingly next in line. Many of the blue chips boast strong balance sheets, consistent cash flows, and yields matching or beating Treasurys - adaptive managements are thrown in for free. What's not to like?  [View news story]
    Gotta sign up. Yet another ID and password to remember. :(
    Jul 8 08:32 PM | Likes Like |Link to Comment
  • Playing Defense With Sector ETFs [View article]
    WSJ editorial today was all about how big Pharma was right in the middle of helping create Obamacare to protect their industry. They wanted to steer the thinking away from the liberal default of price controls and drug re-importation that Mr. Obama campaigned on. http://on.wsj.com/MJ5wRC

    They'll be okay either way the Supreme Court decides.
    Jun 12 06:09 PM | Likes Like |Link to Comment
  • As U.S. banks face stricter capital standards due to Basel III regulations, some are exploring whether they can use intangible assets held by their borrowers, such as patents and trademarks, as collateral in order to cut the risk weight of their loans and overall capital requirements. Banks have always had the right to sieze such assets in a foreclosure, but aren't able to count them against the loans security due to the difficulty in calculating a firm value.  [View news story]
    They already do. If you have a loan with the bank you've already signed over your cash as collateral. In fact, you're probably required to keep a compensating balance. Oh wait, you mean those depositors that don't have a loan. Well in that case the bank has no risk.
    Jun 12 05:50 PM | Likes Like |Link to Comment
  • Valuing The Tobacco Companies [View article]
    I almost clicked the NO button (for the first time) on the question of article usefulness. That being said, I refrained. Instead, I'll try to be positive and offer this:

    Your metric comparison to industry shows all of these companies doing substantially better. It makes me wonder who else makes up the industry that brings the average down so dramatically? You could have offered up the worst of these for comparative purposes and labeled it a SELL.

    Your progressive analytical conclusions were always countered by the potential of the inverse. You'd do better to suggest why you think a trend is going to reverse instead of suggesting it in a boiler plate kind of way.
    Jun 12 05:09 PM | 1 Like Like |Link to Comment
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