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  • Microsoft evolves the cloud experience for customers [View article]
    Microsoft's CLR and .NET are huge especially when coupled with Azure and open cloud computing. Consumer apps and mobile devices get all the press but Microsoft's enterprise ecosystem strength's generating almost limitless resources is going to put MS back in the consumer technology press.
    Apr 3 02:40 PM | Likes Like |Link to Comment
  • Intel: What If PC Units Did A U-Turn In The First Quarter? [View article]
    I doubt PC sales did a U-turn but they certainly could be bouncing off the bottom especially if the all-in-1 and 2-in-1 devices are gaining the popularity I expect. The other popular trend is Android Chrome devices using g-services vs m-office. Microsoft's cut in 9" and under tablet licensing and Intel's $40 contra revenue could certainly spike the PC units if the definition is expanded to include x-in-1.
    Apr 3 02:30 PM | 1 Like Like |Link to Comment
  • Why I Sold All Of My Intel Shares This Week [View article]
    I would've waited until closer to INTC's earnings report to take all or some off the table but it all depends on your average cost and price per lot purchased. INTC's mobile push and announced tablet strategy can offset IDC classic PC forecasts. The bigger market reaction to summer doldrums, Sell in May, could cause a really big correction vs continuing improved economic reports.
    Apr 3 11:16 AM | Likes Like |Link to Comment
  • Intel: Always Read Between The Lines [View article]
    I expect INTC to report challenging earnings reports for the next 2-3 quarters while the news improves on PC shipments and their mobile chips in 2nd half of 2014. Any significant dip in INTC's share price would be an opportunity to increase exposure while lowering average cost. Any significant increase would most likely be an opportunity to take profits and reenter at a lower price during summer market doldrums. Long INTC 2015 and 2016 $30 calls.
    Apr 3 01:41 AM | 3 Likes Like |Link to Comment
  • Microsoft: The Change Is Taking Hold [View article]
    Microsoft spent a decade, 2001-2010, building the world's most successful and valuable enterprise software ecosystem. Unfortunately, due to the sheer number of consumers, this did not turn out to be the most visible or trendy wave that lifted consumer mobile gadgets organizations like Apple or consumer software organizations like Google. Microsoft can now use their almost limitless resources and time to become the third, second or first consumer software ecosystem. They can also do the same in mobile PC's. Microsoft only needs to be 2nd to win it all since nobody including Apple and Google can compete with Microsoft's enterprise ecosystem. Microsoft should not sacrifice their leadership in cloud and enterprise ecosystems to cater to or entertain monkeys.
    Apr 3 01:28 AM | 8 Likes Like |Link to Comment
  • Barron's 10 Favorite Stocks For 2014 - 1Q Update [View article]
    Agree with ABX and INTC but none of the others. Wouldn't buy or hold GM if they gave it away free, it's just about as crooked as TBTF banks like BAC and C.
    Apr 2 02:44 PM | Likes Like |Link to Comment
  • Microsoft's Deal With Apple A Lucrative Move? [View article]
    Agree, MS is using the in store free down load to gain access with the subscription occurring outside of Apple's store.
    Apr 2 10:56 AM | Likes Like |Link to Comment
  • The Stock Market Is Rigged! The Stock Market Is Not Rigged! [View article]
    Great article. The market's not rigged, it's just not fair to people that don't do their homework just like school wasn't fair to all those dummies that held the rest of the class back. So somebody with a little more money and resources gets a better deal then those that don't have the money and resources. That's true about everything in life including housing, education, food and medical services. Like isn't fair, get use to it.
    Apr 2 10:52 AM | 1 Like Like |Link to Comment
  • An Important Lesson Microsoft Can Teach You About Growth [View article]
    Great article. Too many investors look at only the buy side of the investing equation and forget that professionals can make profits on both the buy side and sell side as well as call and put options. The FUD equation coupled with greed, expectations and momentum are the emotional drivers of all stock prices. The dot com bubble and the RE bubble should be perfect examples of selling into growth rather then investing in it.
    Apr 1 11:44 AM | 1 Like Like |Link to Comment
  • Equity CEFs: 1st Quarter 2014 Review - A Change In Leadership [View article]
    GDV announced in middle of 2013 that they were going to use $100 million in GDV funds (8%) to spin off another CEF in early 2014. It looks like that will be a 1 for 10 share one-time dividend distribution of about $1.20 per GDV share or $12 for new CEF shares. Would this explain some of the discount in GDV price to nav?
    Apr 1 11:26 AM | Likes Like |Link to Comment
  • Can Microsoft Outperform Apple In 2014? [View article]
    •MSFT has made progress in eroding AAPL's edge in personal computing.

    AAPL had an edge in personal entertainment but lost it to Android. Microsoft's always had the edge in enterprise and personal computing.
    Apr 1 11:12 AM | 2 Likes Like |Link to Comment
  • Intel And TSMC: The Unwinnable Struggle [View article]
    "Intel had fallen behind TSMC for at least 5 years, in the production of integrated mobile SoC" which is only true because Intel has lacked the IP not the process technology to add the LTE module. Intel's LTE efforts wi;; pay off handsomely when the get to 14nm.
    Mar 31 11:49 PM | 1 Like Like |Link to Comment
  • Barrick Gold: This Stock Is A Buy [View article]
    ABX is a buy under $18 if gold prices stay above $1100 per ounce.
    Mar 31 06:32 PM | 3 Likes Like |Link to Comment
  • The Gold Rally May Not Last Long; Challenge For Barrick Gold? [View article]
    We'll we've got a lot of accounting numbers for AISC and write downs being tossed around but investors should use them conservatively. ABX should have an AISC around $900 but a cash cost closer to $700 so there is a good cushion for gold priced at $1100-1200 to produce $300-400 per ounce positive cash flow and or profits depending in how well ABX controls capex and operating costs. That means that ABX could generate about $2 billion in profits or $1.80-2.00 EPS. Those type of results will put ABX back around $20 by years end.
    Mar 31 06:29 PM | Likes Like |Link to Comment
  • Microsoft: Moving Beyond Windows [View article]
    Microsoft will do much better offering real applications for all OS's while also investing in their enterprise ecosystem. It's Microsoft Azure not Windows Azure. Microsoft's Windows is designed to be an enterprise client OS first and a consumer OS second. Microsoft can also build great mobile devices like Lumia and Surface and offer those with Android and Windows using modern tiles UI and Microsoft apps and services. Apple plus Microsoft can really dampen Google's adware and shareware party.
    Mar 31 12:12 PM | 2 Likes Like |Link to Comment