Send Message
View as an RSS Feed
  • The Market Says Morgan Stanley Is 'Junk'  [View article]
    Thoughtful article and some interesting points that have merit. I think the market tells the tale
    Jun 23, 2012. 09:35 AM | Likes Like |Link to Comment
  • Stock Investors Lack Conviction  [View article]
    The global recession is on with investors all over the world pulling out of equities and parking money in "safe" havens at negative to zero returns. This despite various cheer leading efforts to ignore the signs. If momentum begins to fuel that anxiety, watch out.
    May 23, 2012. 10:41 PM | Likes Like |Link to Comment
  • ConocoPhillips: This Rocket Could Take Off Soon  [View article]
    Good, informative article
    May 22, 2012. 10:28 PM | Likes Like |Link to Comment
  • Sysco's CEO Discusses Q3 2012 Results - Earnings Call Transcript  [View article]
    Disappointing to say the least
    May 19, 2012. 12:18 AM | Likes Like |Link to Comment
  • How Low Will Apple Shares Go In A Major Market Correction?  [View article]
    It should be clear to all how skittish investors are and thus how quickly severe sell off stampedes can be initiated, sometimes on irrefutable data of how troubled the Eurozone is and at other times on the faintest of rumor. The resulting wild swings in the market really show in Apple equities at the current share prices, while everyone seems to agree on how strong the underlying fundamentals are. So, the author's point that Apple will get dragged down by the vicissitudes of this environment unfortunately has merit.

    The difficulty on the one hand is that while it may create buying opportunities, it is likely to be largely for institutional purchasing as Apple remains above the entry point for most individual investors. Algorithmic institutional, day traders, and shorts will continue contributing to the jumping jack volatility of Apple shares and contributing to its inability to stabilize. So the long investor needs to tune out the noise and rest on the solid numbers, performance and moat that this company has built. It will pay off with marching upside in the end.
    May 8, 2012. 11:41 PM | 2 Likes Like |Link to Comment
  • Apple's Brick-And-Mortar Supremacy  [View article]
    Walk into any Apple store, anywhere with an appointment and walk out a short time later with problem solved. They are always full of customers shopping, ooohing and aaahing over everything they see. You don't find that at the Nook kiosk, nor the Verizon retail outlet. That is brand excitement, brand loyalty, customer and customer satisfaction of the highest order, which translates internationally as well. This is fly over country and tangible, not merely hype or advertising. That coupled with the strong balance sheet is what makes Apple a force to be reckoned with in the smartphone and notebook space.

    Mac users are loyal but remain a unique breed and a smaller slice of the desktop and laptop world, however, I think Apple realizes the smartphone, IPad and ICloud are about to make the Mac or any other laptop almost irrelevant. Apple is moving faster and better than anyone else to dominate that space.
    May 7, 2012. 10:04 PM | 3 Likes Like |Link to Comment
  • Sysco's PEG Ratio Is A Little Lofty  [View article]
    Very good read and I agree it is probably trading above fair value at this point. It is not alone in that regard as investors chase dividends However, it is a safe dividend champion. Long SYY
    May 6, 2012. 10:50 PM | 1 Like Like |Link to Comment
  • Sysco's PEG Ratio Is A Little Lofty  [View article]
    I agree. Apples and oranges comparison, which essentially made that fact a throwaway in an otherwise good analysis
    May 6, 2012. 10:45 PM | Likes Like |Link to Comment
  • Why Isn't Apple North Of $600? It's The Volume, Stupid  [View article]
    The dog snout was very humorous. Thanks
    May 4, 2012. 11:56 PM | Likes Like |Link to Comment
  • Procter & Gamble's Problems Go Beyond Costs  [View article]
    Excellent point. It's totally unrealistic and raises the possibility that management isn't setting achievable, tangible goals. Besides this is a progressive, laudable goal but cannot occur at the expense of making profit by which one might achieve such goals. Otherwise it's just hot air or a grandstanding public relations gimmick
    May 4, 2012. 11:51 PM | Likes Like |Link to Comment
  • Procter & Gamble Is In Trouble  [View article]
    Good article with thought provoking analysis. I have PG and will certainly consider your comments as I take a step back and look at it.
    May 4, 2012. 11:44 PM | Likes Like |Link to Comment
  • The next iPhone (AAPL) will feature a 4" display, and will be longer and thinner (but not wider) than the 4S, claims iLounge. In addition, the device, due this fall, is expected to feature Corning's (GLW) Gorilla Glass 2, and sport a smaller dock connector. (previous)   [View news story]
    Love my IPhone and IPad. But this sounds like an IPod with phone and I'm not sure I would upgrade for that.
    May 4, 2012. 04:23 AM | Likes Like |Link to Comment
  • Procter & Gamble's Problems Go Beyond Costs  [View article]
    Stephen, good article and I have enjoyed the insightful comments as well
    Apr 30, 2012. 11:40 PM | Likes Like |Link to Comment
  • My China Syndrome With Apple  [View article]
    Never forget the value of walking around and asking people. Everyone wants an IPhone or IPad. They don't want any other. If they have a Droid or other tablet, they want to move up to Apple the minute they can afford to do so. My barber just moved up today after Droid for the length of a contract. Did u see the crush of people trampling each other to get IPhones in China? Did u see the pre-sales of IPads? That will tell u where Apple is going. Plus they are sitting on a small country's worth of cash, with which they can continue to fund R&D, keep the best talent, and promote the next series of product rollouts for the foreseeable future. That is leverage their peers don't enjoy. Data is imminently important but sometimes u just ave to look up and look around to get a feel for a company's presence in the market place and the size of their moat.
    Apr 27, 2012. 12:24 AM | 2 Likes Like |Link to Comment