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  • Why Google Is Outpacing Apple: A Strong Cloud Beats A Strong Device [View article]
    Your comment needs to be placed in perspective to the article topic, which compares GOOG and AAPL. Are you implying that GOOG grows faster than AAPL and therefore should increase shareholder value faster? GOOG's shareholder value depends on its current assets, current profitability and expected future profits. My point is that this shareholder value would increase faster with a better focus towards the bottom line that makes the company more profitable. The recent earnings report was disappointing and resulted in downgrades and a *lower* shareholder value. AAPL has a better focus on operations and the bottom line. They don't fund large projects with unlikely payback. The two GOOG founders should fund their pet projects with their own resources, not GOOG's.
    Oct 20, 2012. 08:46 AM | Likes Like |Link to Comment
  • Why Google Is Outpacing Apple: A Strong Cloud Beats A Strong Device [View article]
    GOOG's earnings report yesterday shows again their need for better focus on shareholder value. AAPL does have a better focus in operations and the bottom line. GOOG's projections on mobile ad revenue and the expected expansion of cloud services are promising, but they need to stop using their ad revenue as a cash cow to fund projects with low profit potential. The $99 tablet to be announced next week is yet another example of a loss leader funded by ad profits. It may satisfy their obsession to sell more tablets than AAPL, but is unlikely to add any shareholder value in the short or long term.
    Oct 19, 2012. 10:54 AM | 1 Like Like |Link to Comment
  • Why Google Is Outpacing Apple: A Strong Cloud Beats A Strong Device [View article]
    Using the cloud to infer which mobile OS developer is a better investment is somewhat flawed. Extending that logic would make AMZN an even better investment (hint: it isn't). AWS generates more real revenue than the GOOG and APPL public cloud (e.g. for resale, not internal) infrastructures and is much more open to third party applications. There are both iOS and Android apps that work with AWS. Most cloud protocols are open so cloud access can not be an iOS or Android competitive advantage nor is it exclusive to a device family.

    I have owned both AAPL and GOOG for some time. AAPL has a better focus on profitability and return on investment. GOOG uses its ad revenue as a cash cow to fund projects with uncertain revenue potential, which makes it look out of focus at times (from a shareholder's perspective, not from the benefit mankind perspective). Over the past 3 months, GOOG has indeed outperformed AAPL. But iOS vs Android is not the reason for this.
    Sep 24, 2012. 05:00 PM | 1 Like Like |Link to Comment
  • A Call On Clean Energy Fuels [View article]
    You identified the trend in CLNE quite well. CLNE calls have done very well for the past couple of weeks. Other natural gas positions and ETFs like GAZ seem to be following its lead.
    Mar 21, 2012. 11:23 PM | Likes Like |Link to Comment
  • Daily Options Trading Strategy: Getting Your Trade Ticket Ready [View article]
    You can go directly to the options articles page with this URL.
    Mar 15, 2012. 08:35 AM | Likes Like |Link to Comment
  • My Top 10 Stock Predictions For 2012 And Some Options Plays [View article]
    IDCC is down 18% today. Apparently they didn't find good buyers for their patent portfolio so a sale will not occur short term.
    Jan 24, 2012. 09:39 AM | Likes Like |Link to Comment
  • Trading Weekly Options With The SPDR Gold Trust And Others [View article]
    Thanks for posting your working options strategies. The 'reverse iron condor' strategy seems a great match for volatile positions. Since it involves 4 trades, do you suggest making the purchases first? Option requirements may be high if only naked sales get executed, which could happen when limit orders are used and the stock price changes significantly.

    You mention a trade calculator in your post. Do you recommend a particular one or would an Excel worksheet suffice?
    Jan 6, 2012. 09:43 AM | Likes Like |Link to Comment
  • AXT and CalAmp: Two New Picks for 2011 [View article]
    AXTI is down almost 25% from its 52-week high two weeks ago. The Needham downgrade seems to be a big factor as company fundamentals have not changed. Earnings will be announced next Wednesday. Are you still optimistic about AXTI's stock performance for the rest of the year?
    Feb 18, 2011. 02:16 PM | Likes Like |Link to Comment