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  • BP's Money Spigot To Claimants Is Open Once Again [View article]
    I'd like to see more penetrative journalism into false claimants. Its a vile phenomena.

    Those making false claims in the aftermath of a disaster deter future entities from being as upfront about damages as BP is. False claimants effectively rob future victims suffering legitimate losses.

    If the legal regime isn't able to protect both parties to a crisis then expect higher costs, selfish conduct, and smaller compensation.
    Oct 24 05:16 AM | 9 Likes Like |Link to Comment
  • Apple Urgently Needs Debt To Raise Earnings Per Share By 13.8% [View article]
    Isn't this post similar to most other stock talk, in so far as its looking at the current financial position of a business myopically. Makes no mention of strategic challenges going forward. Therefore it is short on context. If you sat in front of Tim and explained your views, he'd say "thanks, where is the context?" See, people running a business are ALL ABOUT the strategic challenges going forward.

    Someone needs to write up how the issues faced by a business - whose cash cow is arguably quite vulnerable to changes in fashion - should structure it's balance sheet, in order to smooth out its probable ups and downs. Innovation as differentiation, is a tricky, long term, expensive and nerve wracking business. I don't want Apple getting by on a thin capital cushion, unable to extricate itself from

    So the first question must be, given the nature of its business, how much capital should Apple be keeping under its mattress?

    Start there, surely?
    Nov 22 04:40 AM | 8 Likes Like |Link to Comment
  • I'd Buy Apple From This Billionaire That's Selling [View article]
    Yea Robertson was a bit weird. His gripe was that because he felt jobs treated some freinds badly, it was unlikely he could have built a company with enduring good qualities.
    Oct 14 09:44 AM | 4 Likes Like |Link to Comment
  • Should J.P. Morgan's Jamie Dimon Resign For The Benefit Of Shareholders? [View article]
    I dislike the idea of shareholders standing idly by whilst management use shareholders funds to protect themselves from criminal prosecution.
    Sep 29 01:59 PM | 3 Likes Like |Link to Comment
  • JPMorgan/DOJ deal at risk of collapse [View news story]
    It's interesting that the mood has begun changing, and people are almost pro bank and anti government nowadays!

    I imagine JPM consider the deal a finely balanced affair and they'd be just as happy to walk away from it, do an easier deal when the administration changes.
    Oct 29 07:10 PM | 2 Likes Like |Link to Comment
  • Wall Street 'Bloodbath' Captured On Live TV [View article]

    Your case was unconvincing. "It's cheap" isn't an argument unless backed up by "why." Indeed the other guy seemed spot on, in so far as there are many competitors going after Apples lunch. Apple making a bigger phone isn't going to transform the share price. It'll do no harm though.

    Awaiting new innovations to dazzle us, is a bit of a momentum argument. Unless you can explain why Apple will out-innovate the others, it's an unpersuasive angle.

    Apple needs to be examined culturally; does it still have the talent? Is the talent extremely well motivated?

    The ecosystem point is interesting, but unproven, and the itunes experience is hopeless; its no netflix.

    Customer loyalty arguments look odd against declining market share.

    And the other guy's criticism of analyst's opinion was spot on.
    Mar 27 09:59 AM | 1 Like Like |Link to Comment
  • Apple still in talks with China Mobile over iPhone deal [View news story]
    Vietnam idea is right, as the more global Apple manufacturing becomes, the better its negotiating power, everywhere, with everyone.

    (By the way, who cares if the stock craters today? Are you that jumpy? It'll cost you.)
    Dec 19 05:32 AM | 1 Like Like |Link to Comment
  • Apple still in talks with China Mobile over iPhone deal [View news story]
    CHL is probably China state, flaunting its power. No one needs CHL 'at any price', but I suspect Apple needs to appear to be impressed.

    As a shareholder though, I'm actually happier with China being out of the picture, in markets and in factories. You don't want to be too dependent on one specific country when the country is like China.
    Dec 18 07:43 AM | 1 Like Like |Link to Comment
  • Sears Canada cashes out more properties [View news story]
    People comment according to the positions they hold.
    Nov 12 03:08 AM | 1 Like Like |Link to Comment
  • Apple reportedly prepping 4.7" and 5.5" iPhones with curved screens [View news story]
    ..and Godot.
    Nov 10 04:29 PM | 1 Like Like |Link to Comment
  • Redefining 'Risk-Free' U.S. Treasuries [View article]
    There does seem to be so much emphasis on the importance of avoiding actual default, whereas the proximity to default influences yields. I suspect such opinionators are partisan, and aim to sweep the reigning stupidity under the carpet.

    "Look Ma..we didn't fall off this precarious perch we climbed onto! See how reliable we are?"

    Yet Mums heart rate is already off the charts.

    Treasury yields partly depend on the flavor of American culture. As it gets more crackpot, they rise.

    Thus yields partly depend on the number of Americans willing to vote for Tea Party candidates. It's not so much what happens inside's the willingness of people to vote for it.

    And it's not over. When these lurid political movements get hold, they stick.

    Italy has endured decades of Berlusconi, and Italians have continued voting for it.
    Oct 20 06:23 AM | 1 Like Like |Link to Comment
  • Sears gets bearish Barron's treatment [View news story]
    I get you now. You're riding sears up and down...and up and down..? No long term shareholder position...?
    Oct 13 02:31 PM | 1 Like Like |Link to Comment
  • Sears gets bearish Barron's treatment [View news story]
    Sears spin off, Orchard supply hardware, has been a disaster. Not much talk about this lately... What implications does it have for Eddie's credibility?
    Oct 13 02:30 PM | 1 Like Like |Link to Comment
  • Icahn Looks To 'Score' On Dinner Date With Apple's Cook [View article]
    I think the return on the cash held is around 1percent. Thats too low.

    So apple has to do something better with it, as the cash will continue to accumulate assuming Apple continues to thrive.
    Oct 3 08:56 AM | 1 Like Like |Link to Comment
  • Danger Zone 4/23/2013: Sears Holdings [View article]
    ..still looking for detail on the end game.

    Which guarantor / guarantor vehicle are the pension liabilities in?

    Isn't there a large slug of debt up for renewal in a few years time?What terms will be secured if the good bits are somehow ring-fenced?
    Apr 29 08:58 AM | 1 Like Like |Link to Comment