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  • Apple Watch: Understanding Early Sales Data [View article]
    Agree completely, this is incredibly well said. Inspirational vision of the future. You should work for apple!
    Apr 14, 2015. 09:45 AM | Likes Like |Link to Comment
  • Cook to donate all his wealth to charity [View news story]
    You've got to be kidding me, Bartleby, you are dangerously deluded.
    Mar 27, 2015. 08:56 AM | 1 Like Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    *First. Neil, I knew this title was your work as soon as I got the notification - after listening to your podcast, funny how you start to feel like you know people. : ) I am in complete agreement with your view that the key to Apple's success will be to never stop rethinking everything.
    Mar 20, 2015. 04:10 PM | 11 Likes Like |Link to Comment
  • Apple On Track To Buy Back 20% Of Itself By 2017 [View article]
    Thanks for the great article, Neil. Love your podcast at Above Avalon. Question: is there actually sound logic to spread buyback out over time rather than making every effort to deploy as much excess cash as appropriate while the share price presents attractive opportunity? Once the market gets wind of the buyback plan, you would think the price would get pressured up higher before the buying begins, muting the benefit as compared with a surprise buyback burst, as Cook announced last year after a market selloff. Many traders who short the stock were whining about how the big buyback was an unfair price signal. Haha that was laughable. Anyway, I wish Apple had done a dramatic surprise buyback years ago. Sooner better than later tho.
    Feb 24, 2015. 09:34 AM | 2 Likes Like |Link to Comment
  • Apple tops $132 after Barron's predicts further gains [View news story]
    Don't think it would be that simple as a warranty.
    Feb 23, 2015. 12:48 PM | 3 Likes Like |Link to Comment
  • Bloomberg: Apple's first car could arrive by 2020 [View news story]
    And Apple spaceship to Mars in 2030?
    Feb 19, 2015. 09:35 PM | 2 Likes Like |Link to Comment
  • Bloomberg: Apple's first car could arrive by 2020 [View news story]
    Ridiculous to believe such a vulnerability would be designed. You should assume there will be some other dual authentication to enhance security. Anyway, all the speculation is getting way ahead of ourselves. Relax and let apple do what it does best: surprise the naysayers and prove conventional "MBA" wisdom to be wrong.
    Feb 19, 2015. 09:35 PM | 4 Likes Like |Link to Comment
  • Explosion at Exxon refinery raises fears for California gasoline prices [View news story]
    Very sad news. How many were hurt?
    Feb 18, 2015. 06:29 PM | Likes Like |Link to Comment
  • Google co-founders to sell $4.4B of stock [View news story]
    Compare this to Tim cook's compensation : ) it's good to be the founder of a tech co.
    Feb 17, 2015. 11:32 AM | 1 Like Like |Link to Comment
  • Do Apple's New iPhones Initiate Peak Android? [View article]
    Mr. Manness, your contributions are much appreciated. I think android is struggling, as predicted, but a more interesting question is, how is Google doing?
    Feb 17, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Buy Apple's Stock, Not Apple's Bonds [View article]
    Only thing more desirable than Apple products is Aapl stock. It was humorous before the split when you literally had to forgo purchasing another share of the cash machine to purchase an iPhone. During that time, the stock roughly tracked the average selling price of the iPhone. Uncanny.
    Feb 9, 2015. 12:57 AM | 2 Likes Like |Link to Comment
  • Buy Apple's Stock, Not Apple's Bonds [View article]
    Believe it or not, there are a large segment of investors who pursue dependable high dividend yielders; the tax inefficiency may be worth the price to drive more price action in the stock by driving this investor segment. It's a market afterall, and if you don't think of price movement as a cohort of investors proving out their willingness to pay, then you aren't truly understanding how markets work.
    Feb 9, 2015. 12:51 AM | Likes Like |Link to Comment
  • Buy Apple's Stock, Not Apple's Bonds [View article]
    Exciting thesis as usual, bjnflicks! Def AAPL kommentator of the year. You make the comment section more fun than the actual articles.
    Feb 9, 2015. 12:43 AM | 4 Likes Like |Link to Comment
  • Activision -8.1% on sales miss, guidance; $750M buyback launched [View news story]
    Hearthstone is a beautiful business model.
    Feb 6, 2015. 02:23 AM | 1 Like Like |Link to Comment
  • Activision Blizzard (ATVI) Q4 2014 Results - Earnings Call Transcript [View article]
    Would have loved to hear more details about the hearthstone franchise and how many players are first timers to blizzard IP. I like to think of blizzard gamers as an install base that continues to purchase other blizzard games in a halo effect, in addition to each game's expansions. Would like to hear plans to leverage platform to improve the social networking experience further.
    Feb 6, 2015. 02:18 AM | 1 Like Like |Link to Comment