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Arthur Fisher

Arthur Fisher
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  • 4 Takeaways From Micron Technology's Quarter [View article]
    Contrary to most of the chatter around Micron, if the question is really technology versus fear, I'd say technology is the better bet.
    Apr 13 07:58 AM | 8 Likes Like |Link to Comment
  • SanDisk, Micron slip; BofA worried about SanDisk's Q1, NAND sales [View news story]
    What happens when money managers stop thinking like capitalists? FAJ 1977.
    Apr 11 01:50 PM | 1 Like Like |Link to Comment
  • Seadrill Part 2: New Jackup Contracts Promise Revenue Growth And Improve Forward Earnings Visibility [View article]
    Seadrill, like the kid who always has his hand up first with the right answer, seems to drive people more than a little crazy.

    Yes, facts. Thank you.
    Apr 11 09:30 AM | 4 Likes Like |Link to Comment
  • Ross Stores: 5 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    No comment on the similarity to March-April of the prior year?
    Apr 11 02:06 AM | 1 Like Like |Link to Comment
  • Apple Bears: The Fake iPhone Panic Must Stop [View article]
    Talking sense to silly people seldom does any good, and to folks bent on an evil design, even less.
    Apr 7 01:16 AM | 9 Likes Like |Link to Comment
  • My Long-Lost Bullish Ford Thesis [View article]
    What one wants is a company whose earnings and multiple both grow. That's Ford in the next few years, emerging as America's premier car and truck company, and as a core holding for institutions.
    Apr 1 07:56 AM | 4 Likes Like |Link to Comment
  • Why Micron Investors Shouldn't Care About Its Upcoming Earnings [View article]
    The point is long-term versus short-term investment. There is too much flighty money in this stock, which is not a reason not to buy it, but which does put you in a rowboat with a lot of folks standing up on the gunnel and moving around. The next few quarters should improve Micron's credibility and attract more solid holders.
    Mar 31 10:47 AM | 1 Like Like |Link to Comment
  • Micron's 2014 Insider Trading: An Analysis [View article]
    To interpret all this correctly, one would need to know more about each individual's personal finances, wife, etc. Surely stock in hand makes better collateral than do options in hand?
    Mar 30 11:38 AM | 4 Likes Like |Link to Comment
  • Statoil wins deepwater oil license off Myanmar with ConocoPhillips [View news story]
    It's a big world. How many such places are there likely to be? Many, I'd guess.
    Mar 26 09:58 AM | Likes Like |Link to Comment
  • 2 Things That Really Matter For Apple's New Share Buyback Program [View article]
    And Alex Cho.
    Mar 25 04:12 PM | Likes Like |Link to Comment
  • 2 Things That Really Matter For Apple's New Share Buyback Program [View article]
    Buybacks get the wobbly holders out of the stock. No more dividends for them. When earnings surge, as they will, you want the smallest possible number of shares outstanding. No more earnings-per-share for them. Yes, buybacks help fools to get out of the stock, but in the long run, that's an excellent idea. Yes, buybacks above book value reduce book value, but you need to run a dynamic model, not a static model. Short-term holders are like mosquitos: they suck your blood, not a lot but some, and often they make a continuously irritating noise.
    Mar 25 01:25 PM | 8 Likes Like |Link to Comment
  • United Technologies: 5 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    More shares were sold in February of 2013, no? And look at September, but the stock was unaffected.
    Mar 13 03:12 PM | Likes Like |Link to Comment
  • Pac Crest upgrades Apple on iPhone 6 hopes [View news story]
    His employer and clients must be delighted with the news.
    Mar 11 10:46 AM | Likes Like |Link to Comment
  • Apple Struggles In China, But New Product Could Bring Added Growth Domestically [View article]
    Are you a student?
    Mar 7 04:59 PM | Likes Like |Link to Comment
  • Why Seadrill Should Not Pay A Dividend [View article]
    SA should ban the use of the word "should" as in "Corporation X should...".
    Mar 5 11:43 AM | Likes Like |Link to Comment
COMMENTS STATS
203 Comments
425 Likes