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Hank890

Hank890
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  • Apple: The Case Against A Dividend Increase [View article]
    There is plenty of room at AAPL for sensible dividends, and strategic buy-backs, and prudent well-selected strategic acquisitions, and more, highly-focused R&D.

    I would not use Suckerburg as a model of good management. He is throwing around $ like a drunken sailor. Oracle pays a dividend. Bezos's retail company hardly ever has any profits at all,...runs on razor thin margins.
    Apr 18 12:12 PM | 3 Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    A consistently growing dividend, even if it averages just 4-5% annually, is a key plus for LT value investors. The buy-backs can be useful at the margin; they are, for example, a good way to punish the vicious ignorance of clueless shorts. But huge sums for additional buy-backs probably are not needed,... i.e. an incremental $10B-12B added to what remains available would be plenty.

    I'd prefer that AAPL use its cash hoard for acquisition of smallish, strategic start-ups; and especially any that meet the mark, outside the US. The cross-fertilization is extremely healthy.
    Apr 18 12:05 PM | 3 Likes Like |Link to Comment
  • This Tech Stock Is Sitting On A Big Opportunity That You Shouldn't Miss [View article]
    This stock is certainly NOT cheap. It may have been a decent speculative buy 6 months ago, but, imo, not now.

    The so-called Internet of Things is still poorly defined, and incompletely scoped. The momentum this stocked enjoyed last year was based on sizzle, not steak. This is one I will watch, of course, but I cannot see a sufficiently concrete reason to take a real position at current multiples. If the price drops below 19,...I might take a taste,...perhaps.
    Apr 18 11:51 AM | 1 Like Like |Link to Comment
  • Chesapeake‚Äôs biggest investor grows more bullish on the stock [View news story]
    Who will buy them,...who is large enough and needs to do so to maintain their own growth profile?

    And how will $5+ NG be sustained without additional large new sources of demand? The electric utilities that were going to convert from coal, have mostly done so at this point, no? Where are the truck fleets that supposedly were going to be transitioning to NG from diesel,...have they grown sufficiently in the past 18 months to aggregate large new demand? My perception is that the installed base of incremental NG vehicles (CMI) has hardly made a dent yet.

    In theory NG should be replacing dirtier and more expensive fuels,...true,...but theory is lagging reality, ...it appears...does anyone have fresh data to illuminate this question?
    Apr 17 11:51 AM | Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    You are seriously misinformed, dude. What is your real motive for confabulating such unfounded nonsense?
    Apr 15 03:14 PM | 3 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Android OS is NOT 64 bit capable, and will not be for quite some time---this is well known. The A7 and, soon the A8, are 64 bit chips running on a robust 64 bit OS, and, among other things, can provide extra layers of redundant security, with no degradation in performance.

    50 shades of android will not be doing that any time soon.
    Apr 15 03:06 PM | 2 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Utter nonsense, Paulo. What have you been smoking?
    Apr 15 03:01 PM | 2 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    This so-called analysis is just clueless. Customers EXPECT the price rise, as always. In the US, the larger size is not needed. The whining market share arguments have been completely discredited; it is the profitability that counts, not selling more but cheaper devices, with zero margin, also ran rep, and 2 for one deals on phones.

    The AAPL ecosystem is NOT CLOSE to being duplicated, anywhere, by anyone.

    Honestly, this article sounds as if the author is clueless about AAPL and its history, culture, market, growth, earnings, services and devices. Why does SA keep publishing such abject nonsense? What is the point of flooding its channels with insipid foolishness? Enough.
    Apr 15 02:57 PM | 6 Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    MS and Google are not getting meaningful revenue from hundreds of products; not even close.

    Google and advertising revenue are joined at the hip. There is no CF associated with most of the hyped stories Google plants in the press (cars, glasses, etc.) .

    MS has less than a dozen profitable businesses, ....mostly Office, Windows, Xbox, Azure, Enterprise....

    Apple has laptops, iTunes, pads, phones, and TV set-top boxes, predominately.
    Apr 14 06:06 PM | Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    Actually, appreciation of luxury markets is related to geography inside the US. In the upper Mid-West, for example, and also in many rural locations, value trumps luxury everytime with the majority of the population. But in the large coastal cities, premium brands trump value for a large proportion of the population who possess any casually disposable income. This is a cultural issue, formed in childhood.
    Apr 14 05:54 PM | Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    I replace mine every two years; same as my laptop, but in a staggered cycle.
    Apr 14 05:41 PM | Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    In the US market, I doubt there is much of ANY pent-up demand for a much larger screen on the iPhone 6. The majority of 2014 new iPhone purchasers in the US already use ipads and laptops, both; they do not need or want a much big phone screen that renders the device too large to carry conveniently in most clothing pockets.

    Outside the US, especially in the developing world, the demand profile may be different.
    Apr 14 05:39 PM | Likes Like |Link to Comment
  • Linn Energy: Is This The Bottom? [View article]
    I like LINE for the dividend, which I have been auto reinvesting for some time now. I do not think the distribution itself is in much danger,...sorry, I just do not see that. It may drop a bit in coming years, but my basis cost is low enough, that if I make just 7-8% instead of 10%,...well, I won't lose sleep. This investment is, perhaps, a bit riskier than most that I hold,...but it is just 3.8% of my overall holding. Would I add to my current position with fresh purchases? Depends on the price and the available alternatives in the same time frame. Would I sell my stake;....perhaps, if the price spiked well over $40, and there were a good bargain in an alternative dividend producer.
    Apr 14 02:11 PM | 2 Likes Like |Link to Comment
  • Apple's Laptop Opportunity [View article]
    Lowering the entry price for a base level MAC Air to $840 or so would be helpful, at the margins, if performance did not suffer. But I do not think that this machine spec would well address the heart of the PC market,...that device needs to be priced well below $800. Once the laptop gets up to around $750, it begins to leave the mean level of demand behind....

    And having MAC Air powered by two different cpu brands is not the solution either.

    Intel should more directly and seriously address the ARM competition (particularly A8), adjust their price/value targets, and lock in AAPL's laptop business more tightly.
    Apr 11 02:22 PM | 1 Like Like |Link to Comment
  • Apple's Laptop Opportunity [View article]
    A slightly less expensive (15%) version of Mac Air, with strong capabilities, would do quite well.

    The pad + keyboard is not really an alternative many of us want. When working, I must have a spacious external screen, and transparent multi-tasking. I often keep 15-20 files open at once.
    Apr 11 02:09 PM | 1 Like Like |Link to Comment
COMMENTS STATS
346 Comments
496 Likes