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DWFreidell

DWFreidell
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  • Apple On Privacy, Security And Identity [View article]
    People today don't value their privacy until they have an identity theft. Then all of a sudden a light bulb goes off and they guard all means of privacy and identity. So next time you drop info in Facebook, think who could use this and for what purpose? Next time you search with Google, ask your self would I want everyone to know that I am visiting this site? So anytime I hear some company is offering to make my Identity and Privacy a concern, that gets my attention big time. As an Apple Shareholder it also makes me be thankful for a wise investment as well. Haven't had you identity stolen? Haven't lost your job as a result of a Tweet? Bank Accounts secure? You will learn!
    Feb 2, 2015. 03:55 PM | 16 Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    This article is really too stupid to reply to, but I could not help my self.
    Sep 15, 2014. 03:12 PM | 15 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    This article shows a lack of understanding of Apple and their various ecosystems. ApplePay won't be anything other than to drive more people to buy its product. Millions of people have had their credit cards hacked this year alone. The card is ancient piece of garbage that Apple has found a way to make secure. Once the public realizes this, bar the door, Apple will be the only phone to buy. What's more important is that this is a win-win for the banks, the merchants and the customers and a big lose-lose for the hackers and con artist. I for one have had 4 cards hacked this year, most of which haven't cost me money but have causes a lot of aggravation to fix. So Apple Pay is for me.
    Oct 21, 2014. 03:45 PM | 14 Likes Like |Link to Comment
  • Apple: Reevaluating My Investment [View article]
    Many times a stocks true valuation is more forward looking than looking at current metrics or past performance. If you get too caught up in past performance, you will never see the the upside coming, nor the downside looming. Too many investors have found this out the hard way. AAPL has a tremendous pipeline of new products forthcoming. However one must ask, will they make a profit, will customer demand and interest pique like it did on so many of their past projects, what comes next from these guys? Those are the questions we must focus on that will determine the long term valuation and logic for investment in this stock.
    Jun 9, 2014. 02:55 PM | 8 Likes Like |Link to Comment
  • The Genius Of The Apple iPhone 6 [View article]
    jj1937-Google closing the Motorolla plant here in Ft. Worth, which made the MotoX. Not enough demand was the reason. Likely though there were cost implications. Americans want good quality cheap stuff. The Chinese have come around on the quality and with 1 billion people there, cheap labor will always be available. Hence the American companies are all flocking there to not only manufacture, but now with a new Chinese middle class, there are huge sales gains as well. So before you criticize Americans not buying American, look around for the facts.
    Jun 26, 2014. 11:37 AM | 5 Likes Like |Link to Comment
  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    Its like comparing cars. Sure anyone can come up with a car with and engine, four wheels, four doors, etc. and sell it CHEAP. But wait, it takes forever to pass someone cause the tranny is only 3 speed, plus little tork (get up and go). It may take cheap gas, and operate cheaply, but try and buy parts for it when it breaks, let alone get some to fix it. And the fabric falls apart after 2 years. Sound familiar? Yea, Japanese cars of the 60's. Cell phones are looked upon similarly. You get what you pay for. So be careful what you buy.
    Jan 15, 2015. 11:34 AM | 4 Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    People like you poo-poo'ed the iPod, iPhone, and iPad when they came out as well. Yet none of you step up and say "Oh, yes, I am the one who poo-poo'd this when it came out. Apple is probably the most watched company in the world. They can't sneeze without people taking note of which brand of tissue they pull out. No surprise then that there wasn't anything that wasn't already leaked to the press. However, no one came up with the Watch screens, functionality, crown function, interoperability with the iPhone, etc. The iPhone 6 is amazing and I for one plan to upgrade my 5 to a 6. The NFC feature is amazing and oversteps the PayPal and Amazon similar approaches. I will also buy a watch when it comes out. Its phenomenal and beyond anything else on the market today. I hope the market proves you wrong on all counts.
    Sep 10, 2014. 09:35 AM | 4 Likes Like |Link to Comment
  • Why Apple Won't Build A Cheap iPhone... And Why It Should [View article]
    If you are just comparing hardware, so be it. But for those who go beyond the physical phone, Apple is way ahead with their ecosystem. We have friends who live in China and for the most part, they are tired of the crummy cheap phones that offer little other than making calls and internet connection. They and most of their friends want the Apple iPhone even if it means an older model. As they remind me, its not about the name on the phone, its about what can this phone do for me. Apple more than Android, Windows or others can do what these people want. Granted as missionaries the can't afford much, but their expectations are that a iPhone 4 or 5 is still better than what Samsung or Google offer.
    Aug 12, 2014. 02:34 PM | 4 Likes Like |Link to Comment
  • Cramer's Mad Money - Apple: Show Me The Money (4/23/13) [View article]
    Apple does not need Netflix, its ecostructure ITunes will make more money this year than the total market value of Netflix. It's content may have some value but soon with the gear up of the Studio's that content will no longer be valid. Apple has many times more customer relationships than does Netflix, so watch out Netflix and Redbox, your days are numbered.
    Apr 24, 2013. 02:26 PM | 4 Likes Like |Link to Comment
  • Housing - Misguided Optimism Continues Unabated [View article]
    Upfront disclosure, I am long on several housing stocks. That said, I have been considering bailing out. However, my daughter and her husband are in the market for a new home and that has given me real time perspective. In Texas, particularly the DFW area, home prices have made a significant turn in the last 90 days. Homes they considered 5 months ago in the $150K range are in the $180K now. What is more surprising is the lack of inventory. When looking graphically at the homes for sale in the middle income to upper middle neighborhoods, last month sales outnumber available listings by 4 or 5 to one. There are whole neighborhoods where there are NO homes for sale at all. Their search is becoming limited and frequently homes are now selling at asking price or more. New home construction by larger builders are mostly completed neighborhoods with limited new development in the starting stages. Thus I see prices of existing homes now narrowing the gap to new home prices significantly. So that all said, I am still cautious as I am not sure the big builders have the land ready to go to take advantage of the pent up demand. However, if prices rise in support of the high demand, then margins may jump, just lower volumes. Either way could spell wide spreads on these stock prices.
    Mar 19, 2013. 11:54 PM | 4 Likes Like |Link to Comment
  • Apple investing $2B in GT Advanced's former plant [View news story]
    2 bil. spending by Apple creates more than 150 Jobs. The sales of equipment to monitor all the other data centers, the furnishings, the upgrades to the building, all of this creates work, which in turn creates jobs. Don't believe this then examine the cities who have recently lost a major center or plant somewhere. Typically where 1 job is created in the destination location, 5-10 jobs are created elsewhere.
    Feb 2, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    So, if I understand correctly, MS will out perform Apple soley on the results of this new Tablet? Tablet sales amount to a small percentage of Apple and that share is shrinking over time. My guess is that Tablet has shown itself as a pretty good instrument, worthy of consideration. Though hardly in line to propel MS to outperform Apple at any market segment, let alone the full company. MS is hoping that Windows 10 is widely accepted, whereas most of the customer base could care less. If its good and reasonably priced, OK, I will use it, but not worth it to me for me to abandon my entire ecostructure with Apple to switch to a different architecture and operating system. Certainly, NOT to cause me to abandon my Apple products, the software I have come to love, the interconnectivity of devices, the Phone, my iPads, etc. etc.
    Jan 7, 2015. 05:16 PM | 3 Likes Like |Link to Comment
  • Why Apple Won't Build A Cheap iPhone... And Why It Should [View article]
    I think Apple is on the right path. Once the iPhone 6 comes to market, that will free up an enormous supply of used phones to recycle into new phones for BRIC markets. Apple is way ahead on this and I believe we will see a great deal of marketing by them and others for trade-in values when the 6 surfaces. I know that our company has plans to by all new 6's for our staff to replace our 5's. My family which mainly have 4's and 4S's also plan to upgrade at that time. So you could see as much as 50mil of these phones available next year for those markets.
    Aug 12, 2014. 02:29 PM | 3 Likes Like |Link to Comment
  • Apple's iWatch May Have A 37% Net Profit Margin [View article]
    Don't discount that the Apple infrastructure will drive sales to the iWatch. Already in iOS 8 we are seeing a number of options that will benefit an iWatch. Fashion will also drive this vehicle as will peer pressure. This is all dependent upon Apple delivering a watch that is so typical of Apple, loaded with features that consumers never realized that they wanted, but flock to anyway. The Apple ecosystem wasn't around when the iPod and iPhone came into existence, in the degree it is today, so look for this phone to be an extension that fully takes advantage. Something Samsung and others can only envy. If the watch is as promised, I will be a buyer and am long on APPL and getting longer.
    Jun 25, 2014. 09:21 AM | 3 Likes Like |Link to Comment
  • Calling the U.S. renewable fuels mandate "unworkable," Phillips 66 (PSX) CEO Greg Garland says lawmakers should stop raising the amount of ethanol required to be mixed into gasoline, an issue he says affects the entire refining industry. The EPA's proposal plus flat/declining U.S. demand for gasoline means refiners may hit the blend wall by 2014, after which more ethanol can't be added to the fuel supply. [View news story]
    Ethanol destroy's many engines and fuel systems. Someone needs to litigate this against the Federal Govt as Congress is creating this problem. Cost to produce ethanol creates a larger carbon footprint and energy use than it delivers. We need to stop this madness.
    May 8, 2013. 02:51 PM | 3 Likes Like |Link to Comment
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