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  • Big win for Big Tobacco [View news story]
    Link provided. Read.

    I guess I didn't know about the payouts, or forgot about it more likely. It's interesting to note that the cost of the payouts were passed on to consumers in the amount of 5 cents per pack. Now that the payouts are ending manufactures are not likely to reduce the charge consumers have gotten used to paying and this is the windfall.
    Sep 3, 2015. 12:01 PM | 10 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Getting a lot of criticism for pointing out that which happens in the real corporate world all the time -- "promote" an employee that no longer fits in the existing role for whatever reason. The company can't fire or demote this person because they have become the face of the company to a large extent. Even if that person wanted out for "personal reasons" the company would be loathe, nay, stupid, to let them go.

    Thank you, Paul Santos, for taking the contrarian view, which might be the correct one, and getting beat up over it.
    May 28, 2015. 12:59 PM | 4 Likes Like |Link to Comment
  • 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, 2014. 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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.

    They'll be okay either way the Supreme Court decides.
    Jun 12, 2012. 06:09 PM | Likes Like |Link to Comment