Sean F

Sean F
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  • An Apple Bubble Is Forming  [View article]
    I will wait for the cash dividend. Then I will be a happy camper. Sooner or later it will be another coke, msft or intel, cash machine returning $ money to me. Long since 80$, maybe I will buy more, since it is going to 800+ by June.
    Mar 18, 2012. 02:19 PM | 1 Like Like |Link to Comment
  • Apple May Have Jumped The Shark And Reached Its Zenith  [View article]
    'My recommendation is at least to put a stop loss order to protect your gains if you are a current shareholder or take your profits and employ a reallocation strategy. If you are not a shareholder, I would not buy at these levels and in turn look for a better opportunity for growth in a much smaller company.'

    I am glad today I only read this article, not acted on it. Apple hit 594$ today!!!!!! ;)
    Mar 14, 2012. 08:37 PM | 1 Like Like |Link to Comment
  • Apple's Other Cash Story  [View article]
    That is the standard of all businesses. The article is an evaluation of fast how fast Apple actually pays their suppliers compared to others. A company like GE or GM, can take 1-2 quarters to pay suppliers, waiting for the dealers to sell to the customers to sell to the consumers. Cook is a supply chain Guru. Read the article. Long, Apple, QCOM ,Verizon and avgo.
    Mar 13, 2012. 08:47 PM | 1 Like Like |Link to Comment
  • Will Verizon Shares Also Benefit From Its Joint Venture With Coinstar?  [View article]
    Gas and time costs on travel to redbox, risk of car and medical liabilities, I am actually in the red going to the box. Don't forget, they don't always have the movie.
    Long Verizon.
    Mar 8, 2012. 09:31 PM | Likes Like |Link to Comment
  • Is Southern Copper Still A Good Long-Term Dividend Play?  [View article]
    I hear a lot of chatter about sell, selling, sold. I think one speculation you need to look at is the owners, 80% insider ownership. I believe they have their own interest in mind with all decisions. If the dividend cut and stock distribution was terminal, they have the most to lose. I am long term, 10-15 years. I will wait it out. Long scco for 5 years so far.
    Mar 4, 2012. 12:11 PM | Likes Like |Link to Comment
  • Are You Underweight Apple?  [View article]
    Didn't sell! Happy, Happy Happy. Appl has grown to 25% of my portfolio. Long and Longer apple.
    Feb 29, 2012. 10:39 PM | Likes Like |Link to Comment
  • If Apple Is Lebron James, Then Microsoft Is Kevin Durant  [View article]
    Maybe Apple will have a much publicized 'decision' and announce they are moving to China, instead of paying dividends.
    Feb 27, 2012. 02:14 PM | Likes Like |Link to Comment
  • With a wholesale ASP of ~$650, the iPhone is much more expensive than the average Android phone before subsidies kick in. That's proving to be a problem in markets where subsidies don't exist, or where consumers prefer to buy phones prepaid rather than agree to expensive contracts. In crisis-hit Greece and Portugal, for example, Apple's (AAPL) smartphone share remains below 10%, leaving Android (GOOG) to dominate the market. (also)   [View news story]
    Who cares if the welfare state of Greece can't afford an i-phone? I don't. Sell to the other billion people that actually work for a living. Better yet, the IMF can create a, 'Donate to the poor Greek i-phone fund'. USA is on it's way to being a welfare state. It is difficult living in a country that I feel is loosing credibility and respect.

    I look forward to my 1 time special dividend from apple before the tax the rich 'Comrade Obama' signs his tax laws!!!
    Feb 27, 2012. 01:10 PM | 2 Likes Like |Link to Comment
  • Contrarian Idea: Buying Natural Gas When Everyone Hates It  [View article]
    Where and when did Obama sign the Pickens bill? I would be very surprised that that one slipped past me. Your reference please.
    Feb 20, 2012. 04:25 PM | Likes Like |Link to Comment
  • Contrarian Idea: Buying Natural Gas When Everyone Hates It  [View article]
    I think I get it, UNG is not a buy. I would'nt anyway, because I don't invest in futures. But the knowledge I get from the comments is immense. Thank you all for your insightful comments!
    Feb 16, 2012. 01:19 PM | Likes Like |Link to Comment
  • Retailers in some Chinese cities have been ordered to halt sales of iPads (AAPL), according to media reports. The move follows a lawsuit in which Proview claims it's owned the name for over a decade. Another report has iPads being confiscated from retailers in Shijiazhuang. Apple quivers, +1.8% and over $500/share.   [View news story]
    Isn't funny the country that steals tech, stops the sales of the biggest product in history of tech, because of the 'name', rights. LOL
    Feb 13, 2012. 12:32 PM | 2 Likes Like |Link to Comment
  • Another Secondary Offering: mREIT CYS Investments' Smart Move  [View article]
    I was incorrect, It Ally , not NLY. Sorry.
    Feb 9, 2012. 12:29 PM | Likes Like |Link to Comment
  • Another Secondary Offering: mREIT CYS Investments' Smart Move  [View article]
    Thursday, February 9, 5:20 AM Officials are on the verge of announcing an agreement worth as much as $26B with the nation's top mortgage banks, with an announcement possible as soon as this morning. The five banks involved are BofA (BAC), Ally Financial, JPMorgan (JPM), Wells Fargo (WFC) and Citigroup (C). (see also)
    Feb 9, 2012. 12:28 PM | Likes Like |Link to Comment
  • Another Secondary Offering: mREIT CYS Investments' Smart Move  [View article]
    I see you are nly. How do you think the possible fines from the government will affect the earnings in the quater they are paid. That is the reason I chose TWO and CIM over NLY?
    Feb 2, 2012. 07:13 AM | Likes Like |Link to Comment
  • Why Target Doesn't Look Attractive At These Levels  [View article]
    Interesting report on the value. Thank you. I am long, yield is ok, expansion will continue.
    Jan 27, 2012. 12:07 AM | Likes Like |Link to Comment