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  • Twitter IPO Is Investing At Its Worst [View article]
    Why is investing in 'any one stock' problematic? I actually don't agree with that if you do your homework. But I do agree that buying TWTR today is a sucker bet. INTMGRJAPAN got lucky. 99% of retail buyers won't.
    Nov 7, 2013. 04:48 PM | 1 Like Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    To use a USA Car Market analogy, I think Samsung will sometimes be considered for the high end buyer (Infiniti/Acura), but I think AAPL will always remain the BMW/Mercedes/Lexus/Por... as the 'go to' prestige product. And guess what? They can both live there.

    I live in a nice suburb and I don't see a lot of Samsung tablets, I see only iPads. And I see iPads getting better, cooler and sleaker so why would they ever switch to a Samsung? To save $100? That's not that important to them. I'm considering selling my old iPad and upgrading to the new one. The Samsung tablet doesn't come into consideration. It's just not as cool.

    And if Apple jumps into TV, Samsung may need to circle the wagons a little.

    And finally, I believe Apple has 2 or 3 other 'new to the world' items that will roll out over the next 10 years that will create new profit streams. And of course Samsung will copy all of them and hire LeBron to make it cool. Did you see Samsung's watch? Looks like they put it together in an hour. Wait until the Apple watch launches. It'll be night and day on the coolness factor.

    Bottom line: They'll both do fine and Apple makes more money and pays a dividend so I'm long AAPL and not involved in Samsung.
    Nov 7, 2013. 12:53 PM | 33 Likes Like |Link to Comment
  • How To Play Kimberly-Clark [View article]
    You know we're in a frothy market when a company that is not growing and has been around for 150 years is rocketing on earnings. Everyone just needs an excuse to buy buy buy these days. This one is really reaching now.
    Nov 6, 2013. 08:45 PM | Likes Like |Link to Comment
  • Was I Wrong? Reassessing American Capital Agency's Situation [View article]
    Strategically I think they'd send a strong message by keeping the dividend at $0.80 no matter how they fund it. One more dividend cut right now could erase another $2 in price from capitulation of retirees. If this is the valley, don't dig one more inch. Just wait for the inevitable reaction as the price slowly climbs back towards BV.
    Nov 6, 2013. 12:35 PM | 3 Likes Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    you're probably correct, everyone seems so spooked by mREITS these days that they are probably all oversold. I may pick up more ARR at these levels knowing that long term rates will rise but maybe not as quickly as everyone thinks.

    of much larger concern to me is that the Fed's heroin needle seems to be stuck in our arm and it's going to be very painful when it finally does pull out. i fear a 'new normal' here which puts us ever closer to a Greece/Spain situation.

    is there no leadership anywhere in this country to bring some fiscal responsibility to the ever growing US borrowing and spending monster?
    Nov 6, 2013. 10:49 AM | 6 Likes Like |Link to Comment
  • American International Group: Are We Overreacting? [View article]
    What do the actual number mean in the highlighted green blocks?

    I agree and sold puts and bought calls in AIG on Monday. I am long in several accounts also. Great hedge for when the market inevitably corrects as this trades below BV and so many stocks trade at 10x revenue right now.
    Nov 6, 2013. 09:33 AM | Likes Like |Link to Comment
  • Investors Need To Take Advantage Of Any Near-Term Weakness In Apple's Share Price [View article]
    Sell puts at a point where you would buy it. And if you don't have $53,000 lying around to cover the put, then sell Mini Puts that would allow you to buy 10 shares if the stock were 'put' on you. It's a fantastic way to enter the position.
    Nov 6, 2013. 08:42 AM | Likes Like |Link to Comment
  • Investors Need To Take Advantage Of Any Near-Term Weakness In Apple's Share Price [View article]
    A good stock picker is easy to find in a bull market with the Fed printing money. This is the stock you'll want to own when that ends. Sleep fine, collect your dividends, and even sell puts and calls to enhance yield while you wait for their new inventions.
    Nov 5, 2013. 01:29 PM | 7 Likes Like |Link to Comment
  • Investors Face Significant Write-Down Risk [View article]
    So Assistly, Entropy, DimDim, Radian6, Buddy Media, ExactTarget and countless other acquisitions have all been as productive as promised when purchased?

    As ConvertClassic would say "That's amazing"

    I would not want to be Ernst & Young management when this giant lie is exposed.
    Nov 5, 2013. 09:38 AM | 3 Likes Like |Link to Comment
  • Apple strikes sapphire furnace/supply deal with GT Advanced [View news story]
    PM - could you explain that further please? I'm long RDCM as well and considered their services very important in the supply chain. Could GT Advanced just do the exact same thing as RDCM? And dumb question but what exactly is a sapphire wafer?
    Nov 4, 2013. 05:04 PM | Likes Like |Link to Comment
  • Apple strikes sapphire furnace/supply deal with GT Advanced [View news story]
    Sapphire is thinner, stronger, and more scratch-resistant than current cover glass solutions such as Gorilla Glass, but is also much costlier.

    When you're managing the premium tier in a category, this is what you do to continue to add value. Apple products should have the best of everything and then they pass that cost onto the consumer. Do not ever say no for the consumer. Provide excellent products and services and know that cost is not the primary driver for this tier.

    Let Samsung use Gorilla Glass in its continued world domination of market share while Apple owns the share that matters most, profit share.

    Steve Jobs would be proud of this move.
    Nov 4, 2013. 04:49 PM | 16 Likes Like |Link to Comment
  • AIG: Why Recent Correction Is A Buying Opportunity [View article]
    Be greedy when others are fearful. They've set up to run easily to $55 over the next year plus longs get a tiny dividend too. I just bought some $50 Jan 15 calls and expect to make 30%-40% on them when Mr. Market realizes it was a panic sell.

    Great insight on the 'severe losses'. That wasn't spoken of too much on CNBC. Their miss.
    Nov 4, 2013. 01:57 PM | 1 Like Like |Link to Comment
  • Easy money already made in AIG? [View news story]
    DVLover - SPOT ON. I'm also buying some $45 LEAPS which I'm feeling good about the ROI there.
    Nov 3, 2013. 11:41 AM | Likes Like |Link to Comment
  • Investors Face Significant Write-Down Risk [View article]
    I theorize that Ernst & Young reminds Benioff quarterly that a goodwill writedown is appropriate and he probably explains it away each time.

    Also, that top line revenue growth chart is screaming at me that they are manufacturing that line.

    We shorts are underwater for sure but each quarter gets us closer to the inevitable collapse. This is going to be a good one when it happens because it'll never come back.
    Nov 3, 2013. 11:39 AM | 7 Likes Like |Link to Comment
  • Time To Strike A Holiday Bargain From The Channeladvisor [View article]
    Silly fundamentals don't matter. If it has the word cloud anywhere near it, combined with top line growth and GAAP losses, it's going up until the Fed stops printing money.

    The board at ECOM should take a lesson from Marc Benioff and hype the living hell out of the stock, pay their employees with stock options, not expense these expenses, and count all the cash from the exercising of the stock option as cash flow!

    At least they'd all be filthy rich by the time the cloud bubble bursts.
    Nov 2, 2013. 09:16 AM | Likes Like |Link to Comment