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  • Apple Building Out Their Own CDN To Deliver Content To Consumers [View article]
    Just confirms for me that AAPL is a long term hold. This article could've been easily categorized in the Short section of SA for AKAM and LVLT
    Feb 3 03:54 PM | 1 Like Like |Link to Comment
  • Whiting USA Trust I About To Drop By 50% [View article]
    This is truly going to be a game of musical chairs. It's a shame we can't short it or buy puts at reasonable premiums. Someone said in this or another string that they wouldn't be surprised if the stock was trading at $2 the day after the trust announced it's final payment amount of say $0.65 per share.
    Feb 1 09:24 PM | 3 Likes Like |Link to Comment
  • Is Cloud Adoption Increasing In Financial Services? [View article]
    Alok- you just jinxed but I won't tell
    Feb 1 09:21 PM | 2 Likes Like |Link to Comment
  • How To Retire At 30! [View article]
    Homeless people retire early too. Different strokes. I consider $25,000 annual income to be poverty level living. They don't go out or drive because they CAN'T. You only go around once. If on your spin you want to start acting like a scrooge at 30 for the next 2/3rds of your life; have at it.
    Feb 1 08:54 PM | 1 Like Like |Link to Comment
  • Google May Be The Most Overrated Stock [View article]
    If AAPL had reported a similar mixed bag result like this-->Google's (GOOG) Q4 net profit climbed 17% to $3.38B as revenue grew 17% to $16.86B and topped consensus, although adjusted EPS of $12.01 missed expectations. Google's paid click growth, boosted by mobile searches and product listing ads, continued to accelerate in Q4, but such metrics again took a toll on ad prices.
    Apple missing on EPS (AAPL actually beat) and lower ad prices (or in AAPL's case, ASP), AAPL would've gone down to $475 or lower.
    GOOG gets another free pass because.....drum roll..."Google may be the most over-rated stock" It has now been the Wall St Darling for over 1 year. Can't do anything wrong.
    If it wasn't for AMZN, GOOG would be the de facto king.
    Feb 1 08:40 PM | Likes Like |Link to Comment
  • Cirrus Logic: A Bad Call Is A Bad Call [View article]
    I appreciate your knowledge, candor and humility. You have real tech credibility.
    Feb 1 09:35 AM | 2 Likes Like |Link to Comment
  • Western Asset Mortgage Announces Dividend Components [View article]
    Although I enjoy my WMC shares I am underwater on them and need to hold for another year or so to get "Back in Black". The author makes 2 large & unsubstantiated comments in this article which you need to consider before jumping in:
    1) the stock should come back to $17
    2) the dividend should be $1
    If I had to guess I'd say the stock won't be near $17 nor will the
    Dividend be $1 because the BV is <$15 and the last non-special dividend
    was <$1
    Might be a great time to buy but caveat emptor
    Feb 1 09:25 AM | Likes Like |Link to Comment
  • Earnings Still Matter [View article]
    Love the chart George - I've been wanting to own GILD & CELG and kicked myself the whole way up. Now I may sell OTM puts to get in. Actually switched my account from Scottrade to Schwab to do it as the former couldn't facilitate (or chooses not to) the sale of Puts. Even if there's ample cash to have the stock put on me.

    Keep up the great work.
    Feb 1 09:08 AM | Likes Like |Link to Comment
  • Apple's Stock Price: What Do Market-Makers Think It Can Sell For? [View article]
    Correct that it's going to be difficult for it to be a growth stock, but the oddity for me is that everyone sort of agrees on that including Apple. They've even started the dividend and done lots of other CSCO, MSFT type things. But they can't seem to keep the same forward P/E as these other 'value and income' stocks.
    I'm not asking for stratospheric P/E, I just want the same P/E as my 140 year old damn toilet paper company stock (KMB). Come on Mr. Market, quit being a jerk!
    Jan 31 06:38 PM | 8 Likes Like |Link to Comment
  • Apple's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    Clearly, they didn't cure Cancer, Malaria, Avian Flu and the Common Cold. They also failed miserably to bring world peace. AND...AND they failed to put a space colony on Mars. So for that of course they deserve an 8% decline after hours.
    If they could only grow unprofitably like N, CRM, WDAY, and MKTO they'd have jumped 15% AH with this announcement. They need to sell their iPhones for $900 each, then rebate back $700 each, then pay their staff stock option rewards totaling $400 each and claim a GAAP loss of $200 per phone but show 35% growth as everyone buys their phones for $200! Yeah, that's how it works these days suckers.

    $14.50 per share in GAAP earnings. PFFFFFT - who wants that?
    Jan 27 09:55 PM | 9 Likes Like |Link to Comment
  • Cook: Carrier policies hurt N.A. sales; Apple "intrigued" by payments [View news story]
    It's a traders' stock. If you have a 5+ year timetable (which you should if you are in stocks), then you'll end up just fine. At some point, this stock will trade at the market P/E and then you'll have a fair valuation for your ownership of a great company.

    Or you could keep buying high flyers who grow top line revenue and guess well as to when to jump ship.

    I sleep fine at night with my AAPL. Annoyed at the disrespect, but I know I have something good.
    Jan 27 09:43 PM | 5 Likes Like |Link to Comment
  • More on Apple: iPhone ASPs jump, cash balance at $159B [View news story]
    Please start retiring more shares Peter and Tim. If you make $14.50 per share and the stock tanks, you just aren't getting the respect your company deserves. Reduce shares continually, all year, until you start getting the respect.
    Jan 27 05:34 PM | 15 Likes Like |Link to Comment
  • Analysts Rate A Buy. They Should Be Ashamed Of Themselves [View article]
    Matt - Again, fair and balanced commentary and good point.

    I would have to say that S&M growing faster than the top line indicates a flawed business model as it takes CRM more and more spending to land each additional revenue dollar. And don't forget they don't expense the options awards for landing the big fish, if they did (and they should), the S&M line would show substantial growth above beyond the top line number.

    But let's see what the next year or two have in store. I think the company will be around for a long time but the stock will ultimately trade at a 25 P/E and that will entail an enormous correction. Have a good week.
    Jan 27 08:15 AM | Likes Like |Link to Comment
  • Analysts Rate A Buy. They Should Be Ashamed Of Themselves [View article]
    jiri75 - I too appreciate your comments. As a short, I would be foolish to only listen to the people who agreed with me.

    So if it is so disruptive (I believe you), how on earth can they not make any money with $4b in revenue? Seriously - how is that possible?

    Benioff pukes out that just like CSCO, ORCL, MSFT - their plan is to grow like crazy and forego profits in the short term. The big lie is that the other disrputive tech companies he compares himself to were all making very healthy GAAP earnings by the time they had hit $4b in revenues. This is what really scares me for shareholders - they are actually buying into this blatently false statement.
    Jan 26 01:48 PM | 1 Like Like |Link to Comment
  • Apple's Solar Powered iPhone 6 And iPod Touch Under A Sapphire Hood [View article]
    Excellent article - my AAPL position is too large a part of my portfolio but I really do feel like I have a piece of ownership in a very dynamic company. Samsung is probably working frantically to have fingerprint sensors while Apple is onto the next evolution.

    And I truly deeply believe Samsung had a huge advantage to catch up to Apple with higher end smartphones by being their contract converter for many of the components. They literally made their own iPhone with that knowledge. I fully support internal manufacturing for the next generation devices. And as an American it's nice to see manufacturing jobs stay in country.
    Jan 26 01:10 PM | 8 Likes Like |Link to Comment