Salesforce.com Earnings Call: Is The Lovefest Over? [View article]
The cloud plays remind me of video store and drive thru expression stands ..they spring up everywhere some make it and fewer survive longer term...stand alone cloud cos like crm with astronomic pe,s and gap and non gap accounting practices are highly speculative growth plays....I have only traded crm when it troughs at the low end of the 52 week channel.....good luck and don!t gamble the mortgage money on this one..
Pricing Apple's Uncertain Future: A Scenario Model [View article]
A recent polling I saw reported said 71 % thought aapl was slow to innovate...... I have been critical of aapl not bringing a larger iphone to market. Obviously there is demand by younger generation for video streaming on phones.....seems like a no brainer but I have no technical knowledge of the edifficulties of getting their retinal display on say a 4.5 to 5 inch screen.. ...SJ was quoted saying he was most proud of not bringing bad ideas to market.....after aapl map criticism and Samsung ip theft, I believe TC and co. Are very selective and protective ...any new products will surely be armour coated in patents to ensure winning litigation against the likes of Samclone...As aapl stands now it is a cash cow and the iPad is killing the laptop and pc sales....
Recently my non aapl laptop bit the big one and I have Unwillingly been destined to utilize my iPad for all my stock trading Sa eBay nflx you tube Craigslist photo taking hotmail tune in radio.....amazingly I have not missed a beat getting at least 8 hours usage on a charge, at 50 percent screen brightness which is very adequate for reading and video....long aapl and hope the next innovative product is as disruptive as the last. Ones...
Apple: Innovative Future Products Following Detroit's Lead? [View article]
The future of The iPad and iPhone are remote controls for monitoring integral parts of the home heating cooling, appliances , security video monitoring, it all started with the nest thermostat....Hopefully someday it will controll robotic menial labor
U.S. District Judge Denise Cote has dealt a blow to Apple (AAPL) over charges that it manipulated e-book prices, giving a "tentative view" that the Department of Justice will be able to show "direct evidence" that Apple took part in a conspiracy with publishers to raise prices. Apple is the last man standing in the case after all the publishers involved settled. The trial is due to start on June 3. [View news story]
I am sure amazon fits into the picture somehow.....Washington is on a witch hunt it seems...
Not this guy again......yah the thing to do is buy goog and msft at multi year highs and avoid aapl at multi year lows....buy high sell low great wisdom from a veteran trader...
Chatter says trading desks are busy with corporate buyback activity today as CFOs take advantage of a little selling to put repurchase plans into action. AAPL is the gorilla, having bumped its authorization to $60B from $10B. Others of note include: LyondellBasel (LYB), Merck (MRK) - which just entered an accelerated repurchase program, NetApp (NTAP), Northrop Grumman (NOC), Macy's (M), and Delta (DAL). There's also IBM - long with a reputation for issuing debt at lows in yield. Is their equity timing as good? [View news story]
Haven't checked aapls volume lately must be why stock has been up on bad market days
Apple Share Buyback - The Numbers Talk [View article]
Bbry doesn't pay a dividend or are buying back shares probably they can't afford it....they had to sell the headquarters and then lease it back......that little 3.1 inch screen on the q10 sux
Apple (AAPL +1.9%) roundup: 1) Brian White cites Chinese 3G growth as a reason for his $888 PT: he points out China's 3G sub base rose 83% Y/Y in April to 293.1M, and is expected to hit 375M-400M by year's end. China Mobile (CHL - previous) had 120M 3G subs; China Unicom (CHU) had 92M, and China Telecom (CHA) 81M. 2) Taiwan's Economic Times reports Apple is testing 1.5" OLED displays for an iWatch, and that "market rumors" indicate Foxconn has received iWatch trial production orders. 3) Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. [View news story]
@ rosey.......If apple makes a watch will Samclone make a larger watch? Like Flavor fave......now secondly , Google glass I will not wear them either I don't want to appear like that pasty faced alien on Star Trek .....now if they could make them look like ray bans and sold for a couple hundred I might.....what I really would like are some glasses where I could change the colors.... maybe have a Peter max mode..green clouds , blue faces , red trees ,rainbows everywhere...lol...
Senate Slams Apple On Tax Avoidance [View article]
TimCook was brought to Washington so they could extract highly valuable free advice...between all of them they have no clue , they obviously needed guidance...
Tim Cook (AAPL) testifies at a Senate hearing on corporate offshore taxes. "We don't depend on tax gimmicks," Cook asserts, while pushing for a big overhaul of U.S. corporate tax code. "Apple has always believed in the simple, not the complex." Sen. John McCain isn't satisfied with Apple's defenses, claiming the company "has violated the spirit of the law if not the letter of the law." Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." (previous) [View news story]
I really do think they wanted TC to give them some free advice.....obvious they can't figure it out amongst themselves...
American Tower (AMT +0.9%) nears its all-time high of $85.15 after Macquarie upgrades shares to Outperform. AMT now trades at ~23x the company's 2013 adjusted funds from operations (AFFO) guidance of $1.42B-$1.47B. [View news story]
Amt is a no brainer ....more smart phones more data more demand...long amt and sprint
Why Public Companies Should Have Public Tax Returns [View article]
John Chambers/ Cisco has acknowledged that they have 40 billion in Ireland and have built six manufacturing plants there.... I guess they spend more on Lobbying......if the govt wants a few extra billion close down Saturday delivery of the post office ...they only lost what 6 billion last quarter....!!!!
Salesforce.com Earnings Call: Is The Lovefest Over? [View article]
Pricing Apple's Uncertain Future: A Scenario Model [View article]
...SJ was quoted saying he was most proud of not bringing bad ideas to market.....after aapl map criticism and Samsung ip theft, I believe TC and co. Are very selective and protective ...any new products will surely be armour coated in patents to ensure winning litigation against the likes of Samclone...As aapl stands now it is a cash cow and the iPad is killing the laptop and pc sales....
Recently my non aapl laptop bit the big one and I have Unwillingly been destined to utilize my iPad for all my stock trading Sa eBay nflx you tube Craigslist photo taking hotmail tune in radio.....amazingly I have not missed a beat getting at least 8 hours usage on a charge, at 50 percent screen brightness which is very adequate for reading and video....long aapl and hope the next innovative product is as disruptive as the last. Ones...
Apple: Innovative Future Products Following Detroit's Lead? [View article]
U.S. District Judge Denise Cote has dealt a blow to Apple (AAPL) over charges that it manipulated e-book prices, giving a "tentative view" that the Department of Justice will be able to show "direct evidence" that Apple took part in a conspiracy with publishers to raise prices. Apple is the last man standing in the case after all the publishers involved settled. The trial is due to start on June 3. [View news story]
The Truth Behind Apple's Numbers [View article]
Chatter says trading desks are busy with corporate buyback activity today as CFOs take advantage of a little selling to put repurchase plans into action. AAPL is the gorilla, having bumped its authorization to $60B from $10B. Others of note include: LyondellBasel (LYB), Merck (MRK) - which just entered an accelerated repurchase program, NetApp (NTAP), Northrop Grumman (NOC), Macy's (M), and Delta (DAL). There's also IBM - long with a reputation for issuing debt at lows in yield. Is their equity timing as good? [View news story]
Apple Share Buyback - The Numbers Talk [View article]
Apple Share Buyback - The Numbers Talk [View article]
Apple Share Buyback - The Numbers Talk [View article]
Apple (AAPL +1.9%) roundup: 1) Brian White cites Chinese 3G growth as a reason for his $888 PT: he points out China's 3G sub base rose 83% Y/Y in April to 293.1M, and is expected to hit 375M-400M by year's end. China Mobile (CHL - previous) had 120M 3G subs; China Unicom (CHU) had 92M, and China Telecom (CHA) 81M. 2) Taiwan's Economic Times reports Apple is testing 1.5" OLED displays for an iWatch, and that "market rumors" indicate Foxconn has received iWatch trial production orders. 3) Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. [View news story]
Big Money Shuffles Sirius XM, Pandora, Apple And Google [View article]
Senate Slams Apple On Tax Avoidance [View article]
Tim Cook (AAPL) testifies at a Senate hearing on corporate offshore taxes. "We don't depend on tax gimmicks," Cook asserts, while pushing for a big overhaul of U.S. corporate tax code. "Apple has always believed in the simple, not the complex." Sen. John McCain isn't satisfied with Apple's defenses, claiming the company "has violated the spirit of the law if not the letter of the law." Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." (previous) [View news story]
American Tower (AMT +0.9%) nears its all-time high of $85.15 after Macquarie upgrades shares to Outperform. AMT now trades at ~23x the company's 2013 adjusted funds from operations (AFFO) guidance of $1.42B-$1.47B. [View news story]
Why Public Companies Should Have Public Tax Returns [View article]