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jdells59

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  • Apple Investors Take Note - Samsung And Xiaomi Are On The Attack [View article]
    MB puts must be so out of the money now and closer to expiration. How does he come close to breaking even, even on a 10% correction??
    Feb 24, 2015. 08:00 AM | Likes Like |Link to Comment
  • Why Is The Market Not Buying Apple? [View article]
    You put it right. Apple's genius is not inventing brand new technologies but integrating them better and making it work so much easier. You can argue that others have similar features but the user experience usually is much better.

    Perfect example is the iPod. Yes, others had MP3 players - Apple was not the first. But they made it much, much better. iPhone as well. Lets be honest, all so call innovations no matter the company, come from other ideas and products. How can you best make those ideas and products that the majority of consumers will favor is the key. iPad was not the first tablet but once they produced it, it became a meaningful and useable device.
    Jun 18, 2013. 07:09 AM | 1 Like Like |Link to Comment
  • Why Is The Market Not Buying Apple? [View article]
    Very good article.

    Actually several software changes, improvements, setup well for future products and integrations if you look under the hood and not just the new icons. A short list is below:

    1. IOS integration in cars in 2014
    2. Multitasking
    3. Airdrop for easy sharing
    4. iRadio will enhance music experience and had some revenue while expanding user base
    5. SDK for game controller integration
    6. Improved connectivity SDK that really sets up for various wearable devices

    The key for Apple is what will the new hardware will be and where will they reach beyond the iPhone today. At least they have laid the ground work.
    Jun 15, 2013. 08:34 AM | 9 Likes Like |Link to Comment
  • Tesla Q2 Preview: Huge Upside Potential For Results And Guidance [View article]
    anyone trading Tesla stock at this point is really just gambling. Its not about this quarter or the next. Its about growth and EV cars taking hold in this country. Its almost more important for their cap-ex in regards to the supercharger network to be on schedule and maybe even ahead of plans to make the sale down the road, not now.

    I just test drove a Tesla on Thursday. Was very impressed. I was not going into the test drive to buy it now but rather see first hand the vehicle and learn more about EV. I don't need a new car now but even if I was, I would need to see the build out of the charging network and feel comfortable about getting juice easily when needed.
    Jun 8, 2013. 04:23 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.5%) has struck an iRadio licensing deal with Sony Music (SNE +2%), AllThingsD reports. That gives Apple deals with all three top music labels. Though Apple still needs deals with Sony and Universal's music publishing arms, having all three labels signed should pave the way for a launch at WWDC next week. Shares are underperforming following Citi's downbeat note, and reports Samsung has cut Galaxy S4 orders (with a demand shift towards cheaper phones being a possible culprit).(previous[View news story]
    I hope you understand that streaming music is big with the young crowd and older - Pandora, Spotify, Google, etc -

    I dont like the name iRadio but that is just name coined by the media and is just that, it's only a name as rrosey2 said.

    Nice to have this added to Apple revenue whatever its called.
    Jun 8, 2013. 03:02 PM | Likes Like |Link to Comment
  • Apple's (AAPL) effective tax rate of 14% is just a smidgin lower than IBM at 15% and Google (GOOG) at 17%. And Apple's hardly on the lowest rung: Amazon's (AMZN) rate is just 6%, Ford's (F) 3%, and Carnival's (CCL) just 1%. In trying to untangle what S&P 500 companies pay in taxes, David Leonhardt finds top executives are exceptionally shrewd at holding tax rates down. (infographic[View news story]
    dont lecture to me about how government works. Fact is congress put the laws in the books from input from various groups and the president signed it - whoever it was. If you refuse to blame your elected officials for laws, god help you.
    May 25, 2013. 06:45 PM | 7 Likes Like |Link to Comment
  • Apple's (AAPL) effective tax rate of 14% is just a smidgin lower than IBM at 15% and Google (GOOG) at 17%. And Apple's hardly on the lowest rung: Amazon's (AMZN) rate is just 6%, Ford's (F) 3%, and Carnival's (CCL) just 1%. In trying to untangle what S&P 500 companies pay in taxes, David Leonhardt finds top executives are exceptionally shrewd at holding tax rates down. (infographic[View news story]
    sorry they didn't. We don't elect lobbyist's. Buck stops (or gets spent) by Congress. If congress takes my advise and written word and puts into law, they can take credit for it.
    May 25, 2013. 06:20 PM | 7 Likes Like |Link to Comment
  • Apple's (AAPL) effective tax rate of 14% is just a smidgin lower than IBM at 15% and Google (GOOG) at 17%. And Apple's hardly on the lowest rung: Amazon's (AMZN) rate is just 6%, Ford's (F) 3%, and Carnival's (CCL) just 1%. In trying to untangle what S&P 500 companies pay in taxes, David Leonhardt finds top executives are exceptionally shrewd at holding tax rates down. (infographic[View news story]
    Don't blame the corporations for trying to legally minimize their tax based on rules congress has created over the years. We all try to minimize our taxes short of cheating. If you follow the rules of the tax laws, they are giving you those breaks if you a smart enough to take advantage of them. To make AAPL the scapegoat in front of a Senate committee is hypocrisy when congress a) wrote those laws and b) every congressman and politician do the same to minimize their tax bill. Too bad AAPL doesn't take advantage of many environmental or clean energy tax credits (maybe they do) and their rate would be even lower and then congress again can complain - to themselves! Can hear it now - 'Mr. Cook, why did you you take a tax credit for producing your solar powered iPhones and iPads? Don't you have enough cash?'

    Re-write the corporate and individual tax laws, lowering rates and with far fewer exemptions and deductions.
    May 25, 2013. 05:48 PM | 8 Likes Like |Link to Comment
  • Is Apple Worth More Dead Than Alive? [View article]
    Thank you for a thoughtful article.

    Its very clear that Apple's book value is far more valuable than the current stock price would suggest. As you suggest, only the most pesimistic investors should avoid purchasing Apple stock. I can make an argument for any company going out of business, given the right circumstances. If I were to believe every one of those circumstances, then I would talk myself out ever investing in any stock. It is such a talked about stock and negativity discussions can influence some and thus stock price. Sad but we all know that near term impact on stock price is physcological more than fundamental.

    Apple's considerable silence is part of the problem. With no information from the company, speculation and channel checkers can draw conclussions and aid in the physcological impact on stock price. But Apple's silence is important for its long term plans. Hinting specifically on what is to come and elaborating on plans, does not help their competitiveness. Apple is run by very smart people so one needs to give them time to deliver and really can not let the short-term stock action change that. They have done what they could do in a meaningful way to aid investors with buybacks and dividend increases as we wait.

    Management's silence is also a positive. They know what is coming. Panicking and coming out defending the stock and rumors wastes their time and keeps the focus on what is to come. Patent filings keep me positive that innovation is alive and eventually will see products and services that will take advantage of them.

    Thank you again for an excellent article. Others can complain about title or content but I would say to them its best to read and understand points of view, pro and con, without blinders to properly invest. You have provided that with this article.
    May 4, 2013. 07:32 AM | 4 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    Take advantage of any dip in the market over this and buy top quality stocks on those dips. Weak investors get scared. Stronger investors wait and pounce on great buying opportunities. Remember - most of us are not buying for what the value of our portfolio will be next week but what it will be a year or more from now.

    Be smart people.
    Jan 30, 2011. 04:19 PM | 15 Likes Like |Link to Comment
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