Send Message
View as an RSS Feed
  • Fairness Opinion #4: Yet Another Story Of Greed For Cigna Corporation's Shareholders  [View article]
    Stephen, I agree that the primary motivation of the current Sr. Leadership Team at CI is self-preservation. Once this is ensured this acquisition will probably proceed.

    My point was that as a company owner and stock-holder, I for one am interested in more than just what Anthem will pay for CI in stock and cash. I also care about what the resulting company will look like (assuming I retain my shares), and if you are not concerned with Anthem's security you have not been paying attention.

    Medical records/information are worth much more to folks who buy and use this stolen data than personal financial data and Anthem has lost 10s of millions of customers records recently.
    Jun 29, 2015. 10:39 AM | Likes Like |Link to Comment
  • Fairness Opinion #4: Yet Another Story Of Greed For Cigna Corporation's Shareholders  [View article]
    The Board of Directors considered the offer as too low and complained about Anthem’s lack of strategy and security problems. These reasons, other than the price, are irrelevant to shareholders.

    I disagree with your statement that Anthem's lack of strategy and security problems do not matter. As a shareholder of CI I personally care a great deal about Anthem's obvious lack of appropriate corporate security. It is not just about the price per share offered to most stock holders.
    Jun 29, 2015. 07:49 AM | Likes Like |Link to Comment
  • Apple: What Drives Upside From Here?  [View article]
    Agree - 1.5 mill will be done in the first few hours. More like north of 20-30 mill the first 12 months.
    Jan 7, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Setting Up Apple's Amazing 2015  [View article]
    "but I just don't see masses of people spending $500 on a watch."

    Viewing Apple Watch as simply a watch alternative is like viewing today's smartphones as simply a rotary phone upgrade. The least important function of an Apple Watch will be the actual "watch" function.

    This is not a watch - it is a very sophisticated and functional computer strapped to your wrist with eventually millions of unique apps designed specifically for this device. I for one have never worn a watch but I will buy an Apple Watch as soon as they are available.

    My prediction is that Apple will sell north of 30-40 million of these devices in the first year with a significant ramp in subsequent years.
    Dec 27, 2014. 08:20 PM | 2 Likes Like |Link to Comment
  • Apple Watch: The Hidden Advantages  [View article]
    To view Apple watch as a watch alternative is the wrong view. I personally have never worn a watch but I can't wait to strap a small yet sophisticated computer onto my wrist. I believe everyone will be surprised how many of these devices Apple will sell in 2015 and beyond.
    Dec 17, 2014. 01:59 PM | 20 Likes Like |Link to Comment
  • Apple Proves Again It's Number One  [View article]
    OK so where are all those naysayers - you know who you are.

    The analysts and SA commentators who have been predicting for more quarters than I can remember that Apple's numbers will soon start to significantly and permanently decline - margins, ASPs, EPS, revenue, etc. due primarily to increasing competition. Your silence is deafening but quite pleasant as a matter of fact.

    By the way, it is my opinion that MAC is reaching a very positive inflection point. More and more corporations are allowing their employees to choose between a windows PC or a MAC, and more and more employees are choosing the MAC. Once this corporate PC mote is breached the MAC numbers will continue to increase for years. More and more 1st time MAC purchasers would be my estimation.

    I also believe that Apple Pay is going to be huge and its not going to take years to get there.

    The iphone line speaks for itself, ipad is far from dead or dying, and iwatch will surprise everyone.

    Great article as always Bill.
    Oct 21, 2014. 10:54 AM | 3 Likes Like |Link to Comment
  • Apple: Where The Bears Have It Wrong  [View article]
    Why would anyone even consider reading another Apple article by MB, unless it is simply for the pure entertainment/humor value. I guess if you don't know his (not so hidden) agenda by now you never will. And if anyone is still using MB for financial advise, I guess the only comment that comes to mind is - WOW!!!
    Sep 30, 2014. 11:36 AM | 3 Likes Like |Link to Comment
  • Is Apple The Next Microsoft?  [View article]
    MS has never innovated IMHO. They were certainly not the first to a PC OS, nor were they the first to spreadsheet software (can anyone remember Lotus 123). If MS didn't have a PC Lock-in for the past 20 years they would not be the company they are today.

    You can argue that Apple has not innovated either - they did not create the first PC, cell phone or MP3 player. But what Apple does best is take a technology and make it user-friendly to the masses.

    I will take Apple over MS any day.
    Feb 21, 2014. 11:18 AM | 4 Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple?  [View article]
    Like (nostatic1 comment that is).

    Looking for a CEO to go after how about John Chambers - now that stock has been dead money for 10 years and counting.
    Dec 30, 2013. 09:45 AM | 2 Likes Like |Link to Comment
  • China Mobile Deal Will Be Big For Apple, But Not That Big  [View article]
    Only you can attempt to portray a potential deal with China Mobile as something not too significant. Eventually your negative views will be correct but not today.
    Dec 10, 2013. 03:30 PM | 9 Likes Like |Link to Comment
  • Apple Is On Fire  [View article]
    I Love It!!!!

    What an awesome problem to have - How do me make enough phones to sell domestic and international for the next few Years - I bet any other consumer products company would die to have that problem.
    Dec 6, 2013. 09:04 AM | 2 Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough  [View article]
    I guess we are all now suppose to invest based on Jimmy K. - I think for me it will be earnings, revenue, PE, dividends, buybacks, etc.

    Long apple.
    Nov 28, 2013. 10:29 AM | 15 Likes Like |Link to Comment
  • Apple's Hidden Holiday Gift To Investors  [View article]
    Great article.

    Add to your analysis the fact that the new mini (although rumored to be very constrained in availability) has had a price increase which should also add to some slight margin growth.

    I am also of the opinion that the 5c was never intended for the low end of the market - its purpose is to increase margins in the iPhone category vs. selling older versions at a discount (ie. better margins on the 5c than the 5 or 4s at a significant discount).
    Nov 18, 2013. 11:24 AM | 2 Likes Like |Link to Comment
  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future  [View article]
    If your writing is ever going to be Credible you cannot characterize what about 50 million consumers do each quarter as "Ignorance" - that is simply not believable or factual.

    Why do you really think so many individuals keep buying Apple products when at least you are convinced beyond a shadow of doubt that there are better and cheaper alternatives in the marketplace - give this some additional thought please?.

    So the 5s was announced and released over a month ago and I can still not find the 5s that I want within 200 miles of my home - and I will wait the next 6 months to get the exact iphone 5s I want.

    The only conclusion that someone like you can draw from this is that I am Ignorant, correct? Wrong!!! Keep analyzing this phenomenon please and draw some better conclusions for your next effort..
    Oct 27, 2013. 09:21 AM | 16 Likes Like |Link to Comment
  • Apple - Time To Take Profits As It Cedes Computing Market To Google  [View article]
    I agree that I also do not yet understand why Apple needed the 5c - maybe it was simply to maintain or improve margins over keeping an older technology phone in the lineup.

    But calling the 5s "Underwhelming", this I cannot at all understand. This is the first and only phone on the market using 64 bit technology - this one innovation/feature alone will be huge as new apps are written and released for this technology.

    I can't wait to get my hands on the 5s - if only supply would catch-up with the incredible demand (and this is after a full month of availability).
    Oct 25, 2013. 09:11 AM | 14 Likes Like |Link to Comment