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allanstewart

allanstewart
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  • Adobe offering $300M in free software for Obama education initiative [View news story]
    @georgert,
    Sorry I did not see you reply sooner - my name is allan, not allen. Mom always told me that only liberals spelled it with an "e". :)
    I'll be looking into some of that Franklin Quill Pen stock in anticipation of Ted's election - thanks for the tip!
    Mar 5, 2014. 12:00 PM | Likes Like |Link to Comment
  • Adobe offering $300M in free software for Obama education initiative [View news story]
    It's great that Adobe is doing this! It's good for the students and for Adobe. Apple started in the '80s doing everything possible to make sure school teachers had Apple computers in their classroom to help with their administrative work and it has left generations of kids with positive impressions of Apple. More companies should be putting their products into the schools.
    But for the short term, I'm not sure that associating the effort with Obama is the smartest PR move there is. Even his fellow Democrats are avoiding him in their home districts.
    Feb 28, 2014. 07:05 PM | 3 Likes Like |Link to Comment
  • Ford set to face third trial in 12-year deal lawsuit [View news story]
    Something is incredibly wrong with our court system. When anyone - corporation or individual - is forced to defend themselves three times at the whim of a single man, it should be a red flag for us all. The appeals court would only have overturned the first verdict and ordered a re-trail if they believed there was something significantly improper in the way the first trial was conducted. When Ford was re-tried, presumably in accordance with the Appellant Court requirements, the jury found in favor of the the defendant. So the same judge decides that the jury, which he instructed and oversaw the selection of, was so confused that their verdict must be ignored.
    Don't think this is OK because Ford is a big company - there is not a separate judicial system for large corporation and ordinary citizens. And if you think it is OK because Ford is really guilty of wrongdoing, then you are saying that our courts need unlimited bites at the apple to deliver justice - which brings me back to my opening sentence.
    Feb 9, 2014. 09:32 AM | 7 Likes Like |Link to Comment
  • CVS Stops Cigarette Sales; What It Means For Investors [View article]
    A lot of the nice clean cut upper middle class kids are smokers :)
    Feb 6, 2014. 06:37 PM | Likes Like |Link to Comment
  • CVS Stops Cigarette Sales; What It Means For Investors [View article]
    Given the speed at which the White House had a statement ready, it is clear that the Administration was involved with the decision. And given this Administration's reputation for rewarding their friends, I would not be surprised if we latter learn of a profitable turn for CVS at the government teat.
    Feb 6, 2014. 09:45 AM | 2 Likes Like |Link to Comment
  • Lenovo-Sony Tie-Up Reports: Too Many Good Deals [View article]
    I agree with you concerns, but I am not quite as negative. Lenovo may have the reputation as the snake that swallowed the elephant, but they did not have an easy time of it and are bound to remember the hurdles they had to clear.
    It is obvious that Lenovo has been pursuing multiple opportunities but it is far from certain that they want to take on all possibilities that can be brought to fruition.
    We know Lenovo has previously tried to acquire IBM's low-end server business and we heard that they were also looking at HTC last year as their ticket into the American smartphone market. So it is safe to say these recent deals fit well into Lenovo's long-term strategy and they have planned for the M following the A. They already #1 in the worldwide PC market and #2 in the Chinese smartphone market, so it appears they know what they are doing.
    Given that Lenovo has been able to penetrate the Japanese PC market following its capture of NEC's operations, it's seems probable that Lenovo was in talks with Sony, but it is entirely possible that those talks have now been abandoned. Until there is more news, given the statements made by each company, I am inclined to consider this scenario most likely.
    BTW, the drop in their stock price coincided with the sudden pullback on the HS exchange. Their stock went down more than the Exchange index and its drop may have even contributed to the general panic selling, but I think we will soon see it bounce back. I hope so - I used the opportunity to pick up a few shares.
    Feb 6, 2014. 09:34 AM | 1 Like Like |Link to Comment
  • SanDisk: 4 Different Insiders Have Sold Shares This Year [View article]
    Reading the facts presented, insiders at SanDisk are obviously compensated with stock or options since the never buy it, but have sold an average of about of 106 thousand shares a month. This January, they sold about 110 thousand. That is only a 4% difference. That hardly seems relevant, even before considering that this is the first month after the end of the prior tax year.
    It may sound sound harsh, but I fail to see any real analysis in these articles you are running.
    Feb 3, 2014. 05:38 PM | 1 Like Like |Link to Comment
  • Synaptics: 7 Different Insiders Have Sold Shares This Year [View article]
    Old news and wishes. I see nothing listed that has not already been factored into the price except the unsupportable assertion that there is insider selling predicting a slowdown in sales.
    Feb 2, 2014. 01:20 PM | Likes Like |Link to Comment
  • Synaptics: 7 Different Insiders Have Sold Shares This Year [View article]
    Although it is true that your criteria used as an indicator of intensive insider trading were met by the SYNA transactions last month, unless your purpose was to illustrate how misleading the criteria can be, I fail to see the justification for this article.
    According to the figures presented, only 3.6% of shares sold by insiders were not sold through a 10b5-1 plan. In other words, about 96.4% of the sales were previously scheduled to eliminate the possibility of the insiders using non-public information to time the transaction. Additionally, the fact that no shares were purchased by insiders during the last month seems entirely irrelevant. There have been no shares purchased by insiders any month during the last year (or longer). It is quite obvious that the insiders are receiving stock and/or options and can be expected to routinely sell stock but not buy it.
    Finally, if you examine the chart of the stock performance, you will see that the months of the highest insider sales (May,Oct,Nov) all preceded periods of stock price increases - not pullbacks. This hardly supports any suggestion that last month's insider transactions indicate anything about the stock's immediate future.
    Feb 1, 2014. 09:13 AM | 1 Like Like |Link to Comment
  • Maxxam: Unbelievable Value On A Hard To Buy Stock [View article]
    So preferred stock is voting?
    Jan 29, 2014. 12:57 PM | Likes Like |Link to Comment
  • Microsoft's Powerful Plans Spell Major Gains For Investors [View article]
    "Any respectable corporation knows every device in their environment and has discipline around how they are introduced."
    I could probably name 20 Fortune 500 corporations of whose IT I have direct knowledge. It ain't like that!
    But to the point - Apple is no more welcome in corporate IT today than PCs were in 1980. But things change and not because of a couple of guys in a garage. PCs busted into the business world only because IBM introduced one. Apple will come into the corporate world for the same reason they have taken over the campuses. Twenty-five years ago they put free Apple PCs in every classroom they could. All the tech the teachers knew or talked about was Apple-Apple-Apple and all the kids grew up knowing in their hearts that Apple is the best there is.
    Sad, but true.
    Oct 24, 2013. 11:42 AM | 1 Like Like |Link to Comment
  • Microsoft's Powerful Plans Spell Major Gains For Investors [View article]
    Wang died long before MS Office was around. It was hurt DEC's All-In-One in multiuser shops and damaged by IBM PCs running WordStar. Then it was all but killed by WordPerfect.
    MS captured the word processing market with MS Word only by selling the product for $50 when WordPerfect was selling for $350. They repeated the tactic with Excel and Access. Finally, the rolled Outlook into a package with the others and again used predatory pricing to dominate the market with MS Office.
    I honestly cannot think of a single MS product following MS-DOS that won it's market without the need for MS to use market tactics that ranged from unethical to illegal. Their challenges today stem from the simple fact that there is no one else to steal from.
    Oct 24, 2013. 11:29 AM | 1 Like Like |Link to Comment
  • Microsoft's Powerful Plans Spell Major Gains For Investors [View article]
    Comparing SQL Server shipments to Oracle's is like comparing matchbox car sales to Fords. Likewise, using SQL Server as an enterprise database is akin to gluing together 100 matchbox cars and trying to drive it to work. There has been no significant change in the positioning, use, or possibilities of the products.

    Too many of the statistics you presented are contrived to support your argument to support your position. Focusing only on the percentage change in market share and not disclosing the extremely low share of the market actually achieved is the perfect example.
    Oct 24, 2013. 11:17 AM | Likes Like |Link to Comment
  • Moody's And Preferred Stock Investors View Same Market But See Very Different Risks [View article]
    I think disallusioned was intending Yield-to-Call. I am curious to know if you saw stronger correlation between the ratings and Yield-to-Call than you did between the nominal yield and the ratings?
    Apr 29, 2013. 02:27 PM | Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    You are correct. When rates are high, they have to offer a higher guaranteed return. It is a good time to buy annuities.
    If rates are lower when you receive the distributions, then you are receiving more than you would have otherwise, Of course, this assumes we will know decades in advance what sort of return we can expect on our investments. :)
    Mar 2, 2013. 02:45 PM | 1 Like Like |Link to Comment
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