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  • Sysco pulls the plug on US Foods merger [View news story]
    Good. Compute how to better compete.
    Jun 29, 2015. 08:21 AM | Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac? [View article]
    Actually, the difference between iPhone/iPad and Mac pointing mechanisms is rather superficial. Functionally, Magic Mouse and the touch screen is the same device. The appearance of dissimilarity stems from the way people use mobile and stationary computers. This is why stationary touch screen is such a dumb idea: the same functionality can be achieved using Magic Mouse type device, only with greater convenience and without smudges on the screen. Laptop can also be viewed as a stationary computer, only the one which is easier to move from one place to another. If one recognizes that stationary and mobile end-user computing are equally important, the question of abandoning Mac should not even be raised, plus such recognition should clarify the meaning and limits of convergence between the two.
    Jun 19, 2015. 08:36 PM | 1 Like Like |Link to Comment
  • Does Kinross Gold Belong In Your Portfolio? [View article]
    A good article, thanks.
    Jun 6, 2015. 08:29 AM | Likes Like |Link to Comment
  • Dish Network, T-Mobile up on report of merger talk; Sprint slips [View news story]
    It is too early to sing Sprint's demise. When S' network is complete (or even before that), we are going to see what the company has in store. I am not so sure that the TMUS-DISH merger is good for T-Mobile, since Dish's content distribution method will weigh financially on the combined company. Also, TMUS' balance sheet is no better than Sprint's, and the one of DISH is nothing to write home about, either. At the same time, T-Mobile's stock is 2 times more expensive than Sprint's, while DISH is even more so. I will stay with S (which bought at 2 and change).
    Jun 4, 2015. 07:23 PM | 3 Likes Like |Link to Comment
  • AT&T Saying Goodbye To iPhone Subsidies: Should You Say Hello To The Stock? [View article]
    There were no subsidies from the company, but the way of financing. Subsidies were coming from other customers, who had fulfilled their contractual obligations, but continued to use the same service and equipment. Now this source of revenue is gone. Not sure if this is a positive change.
    Jun 4, 2015. 05:00 PM | 2 Likes Like |Link to Comment
  • Thompson Creek: Even Below $1, There Could Be More Downside [View article]
    It is not that one has to buy everything at one price. Buy some stock now, and if it goes lower, buy some more.
    May 28, 2015. 04:36 PM | 1 Like Like |Link to Comment
  • BP, Statoil, Chevron cut to Sell at Goldman Sachs [View news story]
    Buy. GS probably does.
    May 18, 2015. 01:14 PM | 6 Likes Like |Link to Comment
  • Yahoo CEO got 69% raise in 2014 [View news story]
    I guess the main trick is to get to that position; it doesn't matter what you are doing afterwards.
    Apr 30, 2015. 07:33 AM | 3 Likes Like |Link to Comment
  • A Look At Peabody Energy's First-Quarter Results [View article]
    True, but the question is how fearful others should be for us to buy.
    Apr 23, 2015. 05:05 PM | 1 Like Like |Link to Comment
  • Google launches Fi mobile service - $20/month for voice/text, $10 per GB [View news story]
    Special discount for adoptees of Google Glass.
    Apr 22, 2015. 02:49 PM | Likes Like |Link to Comment
  • Yahoo misses by $0.03, misses on revenue [View news story]
    No big deal. They always disappoint.
    Apr 21, 2015. 04:13 PM | Likes Like |Link to Comment
  • Apple Should Invest In Original Filmed Content [View article]
    Nope, because Apple cannot come up with stories that will be different from everybody else's.
    Apr 19, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • AT&T: I'll Buy 10 Out Of 10 Times At This Price [View article]
    If enough people read this article and follow your recommendation, you may actually make those 10% rather sooner than later, but for a long-term investors it makes little sense buying 6% dividend stock at 32 to sell at 35.
    Apr 19, 2015. 08:07 AM | 13 Likes Like |Link to Comment
  • Apple: LinX Acquisition Addresses A Hardware Risk [View article]
    Nobody cares about Apple having a better camera than the competition. This is not why consumers are buying Apple's brand.
    Apr 18, 2015. 10:13 AM | 32 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Not to worry, there will be lawsuits and competing bids, and eventually ALU shareholders will get something like $7 per share.
    Apr 15, 2015. 10:34 AM | 11 Likes Like |Link to Comment