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  • Why Apple Is Likely To Continue The iPad Mini  [View article]
    I'm a busy working Mom in an apple family. We have all manner of devices. iPad mini is key for us - both my high school aged kids are required to have an iPad for their 'eLearning initiave' and both asked for the mini as opposed to the big screen because they view them as lighter and easier to hold. I carry my mini with me at all times.., at work it is my notepad, driving directions, video conferencing, etc. it's perfect size for WSJ reading and admittedly, some game playing. On the weekends, it fits in my purse. I bought my 75 year old mother a mini for her bday- she loves it. Web surfing and email (the 6s is too small for her) and it also fits in her purse. I have an iPhone 6 that is with me all the time as well, both are in heavy use. I would be very unhappy if Apple killed the mini. Very.
    Aug 24, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • Weight Watchers International's Market Cap Is Still Obese  [View article]
    One thing that really hasn't been mentioned is WTW supposed push into healthcare services. The idea that your insurance co. could actually pay fees is a new revenue stream for them and the idea that a doctor could prescribe WTW would open up a much larger audience.
    May 29, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Weight Watchers International's Market Cap Is Still Obese  [View article]
    totally agree. Fitness trackers are great, but they are not as effective unfortunately as a well run WW program. WW needs to figure their play in the digital world out without losing what makes them unique - the human touch.
    May 29, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Weight Watchers International's Market Cap Is Still Obese  [View article]
    It's definitely turnaround time for WTW. They need large investments in the technology Infrastructure and more importantly really need to embrace social, mobile, collaborative. Losing weight IS still hard and it's still a big business. WTW has tremendous brand recognition which will be their salvation, if they can turn the financials around. I'm stuck in it for now with a sizable loss. I don't think it goes to zero, but it could hang out under $5 for awhile. I have some decisions to make.
    May 22, 2015. 12:30 PM | 2 Likes Like |Link to Comment
  • When It Comes To Tesla, Read Between The Lines  [View article]
    Meh.. I'm short. Inventories, GAAP, whatever.. Too small a market, valuation way too high, many promises for the future do not pay the bills today. Add an accounting dept that is pushing the boundaries of GAAP reporting (see how Tesla treats leases..). While I think the car/company/concept is awesome, it's going to take a dive this May. I'm sure it'll be back, but I'm short for the next 30 days and looking for 180, minimum, before I cover. Let the chips fall where they may.
    Apr 25, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • 7 Reasons Not To Sell 3D Systems  [View article]
    Mentioned In my earlier comment... Great company great industry great future.. Too frothy today. I'll consider a toe back in in the 50s.. Remember the idea is to buy low and sell high...
    Feb 6, 2014. 09:34 AM | Likes Like |Link to Comment
  • 7 Reasons Not To Sell 3D Systems  [View article]
    Bought it at $12 and sold at $95 - great run. I am a huge proponent and believer in the technology, but DDD has gotten a bit frothy. I will re-enter on a drop to the 50-60s... which I believe will be coming to the overall market. Soon.
    Jan 23, 2014. 12:46 PM | 2 Likes Like |Link to Comment
  • Escape Strategies For When The Stock Market Starts To Burn  [View article]
    Why not just mention having tight stops and getting out at certain levels? I'll keep my stops at 20% and head for the exits as closing prices meet them. I am also slightly hedged by being short in a number of areas. Do I feel safe? No.
    May 12, 2013. 08:40 PM | 1 Like Like |Link to Comment
  • ServiceNow Earnings Review - Is There Trouble Ahead?  [View article]
    Better hang on to your shorts. Up over 37... Still feeling the same? Seems more like Apple when they launched the iPhone.
    Mar 11, 2013. 12:03 PM | 1 Like Like |Link to Comment
  • In spite of Larry Ellison's bluster, Oracle's (ORCL) Exalytics database appliance isn't a threat to SAP's Hana in-memory database, writes Bernstein's Mark Moerdler. Exalytics doesn't feature Oracle's flagship 11g database software, only stores frequently-accessed data, and (naturally) doesn't work with SAP's software. Moredler is quite optimistic about Hana's long-term potential. (more on Hana)   [View news story]
    I wouldn't go as far as to say they only overlap "somewhat". Both prodcuts can be used for business intelligence, in memory analytics, reporting etc. Exalytics is part of Oracle's "Exa" suite, which is broader than HANA today - including transaction processing capability, etc. They overlap *alot*.

    HANA was released as an in memory db, with it's primary function being analytics on the fly, targetted at SAP BW users.

    Both products suggest (and have delivered) 10x performance improvements in processing queries, reduced tablespace, and improved ROI.

    They will most certainly compete. And SAP will likely win ALOT on the SAP/BO platform. What remains to be seen is whether they can grow outside that box and into Oracle core territory.
    Jul 5, 2012. 03:31 PM | Likes Like |Link to Comment
  • For Rackspace, It's Time To Fold 'Em  [View article]
    Ah yea, because Carly was such a *great* CEO. Grow up boys... Meg will do what she needs to at HPQ. Heard they want to hire Hurd back as well... who knows.
    Jun 29, 2012. 02:36 PM | Likes Like |Link to Comment
  • Oracle: Buy Before These 2 Things Happen  [View article]
    Oracle will not see $30+ until they get their hardware issues straightened out. They are still losing money every quarter on the Sun acq and until its accretive to earnings, they are dead in the water. In my mind all hte Cloud acquisitions are nice to have. At Oracle speed it will be a year before any of them are working with the current software base. Fusion remains a nice architecture, with limited use in the real world. SAP is pushing hard in DB and to me, Oracle looks like it has too many paddles in the water, all on one side of the boat, rowing very hard in a circle. Buyer beware.
    Jun 11, 2012. 04:05 PM | Likes Like |Link to Comment
  • Using Options To Make A 30% Effective Return In Freeport-McMoRan  [View article]
    Key to this strategy as the author states is that you should only be selling puts for companies that you are Long on and want to own. It's a really shocking ordeal when the stock price drop rapidly and you realize you are going to own something you did not want. New traders, don't make this mistake! Having done a lot of Put selling the past year though, i can say, in the right instances it is an excellent way to juice your portfolio returns when applied correctly (and not greedily).
    Jun 11, 2012. 04:01 PM | Likes Like |Link to Comment
  • E-Trade: Don't Throw The Baby Out With The Bathwater  [View article]
    I am an eTrade investor and a user, though I may not be for too much longer. the platform is great, however, it's expensive. Research is good and it's a great UI, however at even $7.99 or $9.99 per trade, it's incredibly expensive, especially compared to InteractiveBrokers (who is my other broker). IB has a more flexible platform and can trade any product in any environment for $1 or less. I like the idea of eTrade, and love the commercials and service, but I'll be exiting shortly.
    Jan 12, 2012. 04:37 PM | Likes Like |Link to Comment
  • The U.S. will "default one way or the other,” and deficit reduction talks are "a sham" that can’t hide the fact that the U.S. dollar is a "terribly flawed currency," Jim Rogers says. In his investments, Rogers tells CNBC he’s long commodities and short emerging markets and U.S. tech stocks; silver, in particular, is “going to go much, much higher over the next decade.”   [View news story]
    Read "the Creature from Jekyll Island" to see how the story ends. It may take another 20 years, but the well documented failings of fiat currency will be the death of the USD as the global reserve currency. Patience...
    Jul 11, 2011. 02:59 PM | 1 Like Like |Link to Comment