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  • Is the iPhone (AAPL) losing its hold on China? Android has been rapidly gaining followers in the country, and not just among low-end users who can't afford Apple's newest model. "China has had a series of love affairs with one phone manufacturer after another," notes one local consultant. Two reasons not to count Apple out: we're just a few months removed from a blowout quarter for Chinese sales, and the iPhone 4 price cut means Apple can now go after mid-range users with a phone sporting a retina display. (also[View news story]
    Why is everyone so afraid to speak the truth about this co. They have hit their peak from asaturation point and now are agressing on anyone who can take some market share. It is also exemplified by trying to move into other businesses such as tv and music streamiing this kind of behavior is normally a sign of desperation and most often fails.
    Sep 15 04:29 PM | 7 Likes Like |Link to Comment
  • Chesapeake Energy (CHK -2%) is reinstated with a Neutral rating and $26 price target at Goldman Sachs, as the firm says favorable core positions in the Eagle Ford, Marcellus and Utica shales are offset by a funding gap that limits the pace of development. CHK may need to see larger-scale sales/separation of core acreage to receive market value/acre for key positions. [View news story]
    CHK will get there but don't trust Goldman ; they are most often wrong and usually say one thing and do another. Positions anyone?
    May 31 03:41 PM | 2 Likes Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    I said it once before, AAPL will break below 500 and then split making it "more affordable". I don't see anyone talking about options that are for n10 shares, they start trading soon . These insruments are clealy intended for people who can't afford 3,000 for one reg 100 share contract.
    Feb 26 02:59 PM | 2 Likes Like |Link to Comment
  • "This was better than the Giants winning the World Series ... people are really excited." That's how an NYT source describes the mood among Apple (AAPL) employees following Scott Forstall's removal. Om Malik basically reports the same, though he adds many think replacement Craig Federighi "is someone who needs to prove himself." Forstall's refusal to sign an apology letter for iOS 6 Maps was apparently the final straw, though all signs point to other factors also being at work. [View news story]
    Remember these people report to Cook , So I ask you who really is to blame? It's hard to fill a big person's shoes but don't blame others if you the captain ran the ship aground.
    Oct 30 11:05 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL +3.2%) is reportedly offering $17B in its bond sale, making it the largest U.S. corporate debt deal ever. Bloomberg reports $5.5B in 10-year debt will be sold at just a 75bps premium to 10-year Treasury yields (currently at 1.68%). (previous: I, II) Update (3:47): The deal is official. Reuters: "The company is offering $1 billion of three-year floating-rate notes, $1.5 billion of three-year fixed-rate notes, $2 billion of five-year floating-rate notes, $4 billion of five-year fixed-rate notes, $5.5 billion of 10-year fixed-rate notes and $3 billion of 30-year fixed-rate notes." [View news story]
    Let them figure it out. Good luck with that. Smoke and mirrors can only last so long. I'm withyou on your take on this.
    Apr 30 04:51 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy (CHK) will allow ex-CEO Aubrey McClendon to acquire oil and gas holdings adjacent to CHK's wells in which he is a part-owner, altering the terms of an earlier agreement. CHK will pay McClendon nearly $50M in severance and allow him the use of a company aircraft. The relaxed terms ought to come in handy as he opens a new energy business a half-mile from his old office. [View news story]
    AM smart-lol. Self-promoting,greedy,... absolutely. If you are a true investor you always hedge your positions. He didn't do that with CHKs natural gas production and the co. lost its shorts. I seem recollect a rather large margin call that was met by his own co.some years back. Now that's surely the sign of a smart man.
    Apr 24 05:13 PM | 1 Like Like |Link to Comment
  • Quick take on Apple/HTC: If the deal reflects a new willingness by Apple to make peace with Android OEMs, it's likely for one or more of the following reasons. 1) Apple realizes its costly legal war has done little thus far to halt Android's share gains, or to cripple iPhone rivals. 2) Apple is aware its lawsuits are hurting its image in some circles. 3) Apple realizes it could reap a windfall from Android royalties. For example, a royalty of $10-$15/device (on par with what Microsoft is reportedly charging) could yield over $5B/year, given activation trends[View news story]
    Stp picking ,your bleeding to death. $500--stock split then you will be on the road to recovery as long as you lose the pervasive arrogance
    Nov 11 03:41 PM | 1 Like Like |Link to Comment
  • From Chesapeake Energy's (CHK) just-filed 10-Q: "We project that our capital expenditures will continue to exceed our operating cash flow through 2013... we may not reach our previously announced goal of $9.5 billion by year-end 2012 until 2013." [View news story]
    They're circling the sinkink ship. This company is way undervalued and other co's know it --who makes the first move???
    Nov 10 11:35 AM | 1 Like Like |Link to Comment
  • A "quality-control crackdown" at Foxconn related to iPhone 5 (AAPL) scratches is making shortages worse, a source tells Bloomberg. The report meshes well with earlier reports of labor disturbances caused by workers unhappy with Foxconn's quality-control rules. Interviewed workers claim each step in the iPhone 5 production process brings with it the potential for scratches to its aluminum back. The iPhone 4 and 4S use glass casing rather than aluminum. [View news story]
    "Quality control" is synonomous with "The car is in the shop for repairs". The iPhone has some serious issues that must be dealt with. Let them do it under this guise and keep "apparent" demand intact. Evenwith modest demand scarcity can create a false positive for those who like excuses for an overrated,ubiquitous product.
    Oct 10 10:41 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL -1.5%) sell-side fans are quick to attribute the weekend's lower-than-expected iPhone 5 sales on supply constraints. Piper's Gene Munster notes Apple's retail inventory is half what it was at the time of the 4S launch, and says his prediction of 8M sales was based on a belief Apple's figures would include all pre-orders (apparently not the case). The WSJ reports this morning that retail partners such as Best Buy and Target were given limited supplies at launch time. [View news story]
    Is the operative word "placed" or is it cancelled? The cliff awaits!
    Sep 24 04:54 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy (CHK) CEO McClendon has borrowed $1.1B (with his shares in the company as collateral) over the last 3 years to invest in thousands of the company's wells. The loans are used to fund a perk which allows him to invest 2.5% in every well drilled by the company. McClendon and the company say the loans pose no conflict of interest nor did they need to be disclosed. Shares -2.2% premarket.  [View news story]
    This is not about me today. This is about a major change long overdue. As a stockholder in chesapeake I have suffered the price declines in natural gas. I used to believe it was well run -NOT ANYMORE! Special privledges for ceos are rampant , 2.5% of every well is absurd and way out of line.I for one get you know who out of his catbird seat and the company has a chance. i could go on and on #land aquis. ,#wells drilled etc Low stock valuations=possib. takeover- what does McClendon care he still gets 2.5%! I don't have the time to redo this , publish it if you like.
    Apr 18 08:42 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I'm a college grad from a top notch school. I used to work on wall st. and i left it to raise a family. I have gotten back into trading/investing much more now and have read a lot of alpha material. I find it informative and outspoken. Perhaps I can contribute something in the near future. The US gov. and it's bonds andthe manipulation of the investing herd to keep rates low and limit debt service is my thought for today.
    Sep 2 10:03 AM | 1 Like Like |Link to Comment
  • It looks like Treasury yields finally got high enough to trigger a big rotation out of stocks and into fixed-income. Something seemed to snap when the 10-year rose to 2.20% this afternoon - the resulting action saw money pour out of equities (SPY -1.4%) and into Treasurys (TLT -0.3%), with the 10-year yield falling back to close at 2.14%. [View news story]
    Ooops an etf for tips just appeared- keep moving the cattle.
    Jun 1 03:14 PM | Likes Like |Link to Comment
  • New Chesapeake Energy (CHK) CEO Doug Lawler will make more than $22M in 2013 - a cash salary of $1.25M plus a signing bonus, stock awards and other perks - according to an SEC filing. Predecessor Aubrey McClendon's 2012 compensation package totaled $16.9M, with a $975K cash salary. [View news story]
    You can always sell your shares. People hate change because they are afraid to look forward. Change can be good- give it a chance.
    May 24 09:23 AM | Likes Like |Link to Comment
  • The Invidious 'Down Payment Requirement' Meme [View article]
    The banks don't want to hold onto the 5% because it's a liability on their books and effects their bottom line and thus the amount of "new" money they can lend. If you have a package of 20% downpayment mortgages the likelyhood of default is very slim. These insruments should have a yield that is LESS than the underlying orginal mortgage not more.
    Apr 26 03:55 PM | Likes Like |Link to Comment