John Scott

Apple: An Antidote to iPhone Complacency

The first two comments are cogent; the article is not.

"Apple is on a roll, and as long as Steve Jobs remains savvy and healthy, their odds look good. But it’s not a lock."

Duh. And here is more great advice:

"And if Apple management shows signs of being as complacent as the Seeking Alpha iPhonatics, then sell! sell! sell!"

The author might have acknowledged that if any company's management becomes complacent, one should sell, sell, sell.

What tripe.

Apple: Are Investors Overlooking Cash Earnings?

I look forward to seeing more of your work. You impress me as someone who works hard to get it right.

Mid-Year Picks and Pans From Barron's Roundtable Part II

Poor Fred Hickey. He just won't let go of his AAPL short. He has been losing money on it since $70/shr.

Will Automakers Switch to Natural Gas?

Mr. Benson should run for Congress, if he is not already there. "We tried that and it did not work". Not much of an argument is it. The amount of natural gas produced historically is the result of complex inputs. That production has not risen does not mean the gas is not there or that it is uneconomical now or in the future. The USGS estimates that there is more than a 100 year supply based upon current usage. Nat gas prices in Europe are much higher than in North America. At $20/Mcf (double today's North American price), exploration and production would increase dramatically and the cost of driving a mile would be about the same as gasoline at $2.50/gal. As mentioned above, it is 2/3 cleaner than gasoline. And the benefit to the balance of payments would be immense. Sure there are challenges. But the Panama Canal was built; man has walked on the moon; polio was cured; and the Red Sox overcame the curse of Babe Ruth. Let's not give up without giving it our best effort.

Attention Apple Investors: Analysts You Don’t Know But Should

Good post, Zach. It would be even better if you provided specific examples of the poor analysts in similar fashion to what you did with the good analysts.

Apple and the Major Indexes: A Technical View

MACD is a meaningless term unless a specific chart is identified. Even if we are to infer you meant the S&P500 chart, what time frame? Weekly chart? Daily? And are you referring to actual MACD levels or the histogram? Finally do you use (12,26,9) or some other configuration?

Be specific, please.

Apple Shares Up Ahead Of iPhone SDK Event

AAPL is up 49% in the last 12 months and 83% in the last 18 Months. Both the Nasdaq and S&P 500 are down about 5% in the last twelve months.

Eric, thanks for writing a note about Apple without quoting Toni Sacconaghi; he has been so wrong for so long with regard to Apple.

Commodity Analysts Believe the Party's Over

Lots of good comments here. Special kudos to CrossProfit

Apple Hits Lowest Level Since June; New iPhone Worries

Is there no other analyst following AAPL? One would think not given the amount of ink that you and Vervetka give to Sacconaghi. Next time you three are having a martini at Delmonico's ask him how much revenue Nokia, Rim, and Palm are losing on their unlocked phones. Instead of Apple's 30% unlocked, it is 100% for those companies.

Exxon Mobil Plays Hardball With Venezuela

Utter poppycock. Would you not consider litigation if you had had your contract rights unilaterally abrogated?

Jim Cramer's Mad Money In-Depth, 1/17/08: Trump Fires Bernanke

Cramer has redeeming value. Like Groucho Marx.

But Trump, on the other hand............

Energy Stock Trader: Friday Outlook

The off-shore driller chart needs adjusting. Noble (NE) recently split 2for1 and the earnings and PEs in the table do not account for this.

Apple's Playing The EuroOperators For Fools

Zero sum game? Trendy handset?

Take a peak from under that rock. The world is changing.

Bill Gross Wants A PIMCO Bailout

Well written. Cogent.

Honda Gets It Right

Four observations. 1) Honda is admired in Japan for being among the most westernized in their management methods, 2) It is easier to see the wisdom of fuel efficiency in a country with no domestic oil resources, 3) it is so fashionable to bash Detroit, but its getting old, and 4) Honda's outstanding culture is the product of two geniuses, one an engineer and the other a financial manager. The history of the company is a lesson worth studying.