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jimshaw

jimshaw
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  • Why Xiaomi Is Not A Threat To Apple [View article]
    HuFlungDung,

    Tell me, how could Apple compete against Chinese cell companies with low, low prices and razor thin margins and still own the mobile computing industry with 90% share of the market and 20% margins?
    Jan 19, 2015. 12:49 PM | Likes Like |Link to Comment
  • Alibaba: Mobile Momentum Continues [View article]
    And by the way, from what I stated above Alibaba also has enormous growth ahead of them in their own home market, an BIG bonus to your thesis.
    Dec 10, 2014. 11:29 PM | Likes Like |Link to Comment
  • Alibaba: Mobile Momentum Continues [View article]
    WestEnd111, Alibaba claims to have 300 million customers. If mobil commerce accounts for 54% of their customers this is 162 million smartphone users paying for purchases at Alibaba using their smartphones, NOT 500 million. You must remember that even though Alibaba has an 80% share of the e-commerce in China, only 242 million Chinese use e-commerce at this time. Now I may continue to read the rest of your write-up!
    Dec 10, 2014. 11:06 PM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    Gary, then let's rebut Mr. Blair on his arguments and statistics.

    We do have the "AAPL" comments and rebuttal articles to check and balance Mr. Blair's articles for those less savvy (not that we need to as no one need save the "unsuspecting" investor here; it is that individual who should be personally skeptical, if so desired).

    I will gladly read a few more of the comments below the one I am writing now, but will not return the favor if directed at me because, as I have said, this thread should be about AAPL and not the person.

    One last thing. If Mr. Blair's articles are filled with such unbiased and bizarre analysis then let's move on, or rebut it in the comments and leave all personal attacks aside.

    skillful luck to all!
    Nov 18, 2014. 09:07 PM | 1 Like Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    I am heavily invested in AAPL on the long side. I have read the article and I have read the comments. As a whole, many of the comments, if not most, make me sick.

    The personal attacks. The heckling. The putdowns. Could there have been many more bullies on the playground than I remember? Or is it that, once removed from face-to-face, the vitriolic side of humanity comes out when so emotionally involved? Maybe many of us here are just too darn emotionally connected to our money for our own good, or the good of others?

    I took five minutes to look for the "rules" to publishing an article here. Even though I am computer literate I did not find the rules. But I do know there is something called freedom of speech and freedom of the press. What Mr. Blair writes the reader can take or leave in whole or in part. Those that act on his words are doing so at their own risk. It is called personal responsibility or personal choice.

    I, for one, would rather have the opposite side of the story from Mr. Blair, and take or leave whatever information I get out of it. But I, for one, do not wish to weed through the crap that follows just to find articulate and factual rebuttals.

    I am looking for all sides of the investment. If one is not talking about the investment but the person behind it, I know this is wrong in this forum. Stop wasting my time (and I whole heartedly believe, the time of the silent majority).
    Nov 18, 2014. 07:52 PM | 5 Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    215304, help me out as I have a BIG stake in AAPL. What if the size of the high end shrinks due to defections to companies like Xiaomi?
    Nov 18, 2014. 01:29 PM | Likes Like |Link to Comment
  • 2 Attractive But Speculative Biotech Gems For Consideration [View article]
    Brett, thanks for all the good advise I find in your articles. You are a gem. I hope that when you become highly successful with your newsletters you will not forsake us here!

    Brett, one mention off topic if I may. Why lower yourself here? Why let a triffle get your goat? Why not let a shallow distractor fall on deaf ears? Your tit for tat just seems beneath you. Or, if you do respond maybe do so in a matter of fact way only for the benefit of those of us who may be getting to know you. US readers can readily see through his crap! But by you feeling compelled to answer, and in the way that you do, just gives the rest of us pause.

    Thanks again for all you turn us on to in our investing journey. I for one am a big fan and profiter of your advise!
    Nov 15, 2014. 10:06 AM | 1 Like Like |Link to Comment
  • SolarCity New Loan Product: Parasite Morphs DNA [View article]
    Solarbroker4,

    Man, I gotta tell you, TheMtgBanker has many points that you are not realizing or taking in. A 30 year loan is NOT a big deal if one can pay it off at any time. The 30% tax credit is applied to the loan, big deal. The person owns the system. There is a 30 year warranty given. In my area I will be saving 44% on the payments of the purchased system vs. what I pay for electricity now, $81 vs. $145 for a $64 savings (Santa Clarita, CA). I doubt energy rates will drop 44% in many, many years to come. And all this is easily packaged by SolarCity to the customer. Lastly, I had two other quotes and they could not beat the $28,050.00 for my 5.5 kW system, let alone warranty it for the full loan period.

    Solarbroker, what is the downside to my scenario above?
    Oct 17, 2014. 05:16 PM | 5 Likes Like |Link to Comment
  • SolarCity New Loan Product: Parasite Morphs DNA [View article]
    Solarbroker4 and Casual Analyst,

    So help me understand further. This is what I will realize on my own home with this program:

    1. Ownership of the system, subject to paying of the loan of course.

    2. Thirty year warranty

    3. I have shopped around and I can't find a less expensive contractor to install the system. $28,050 for a 5.5 kW system.

    4. After the federal $8,415 deduction, a loan of $19,635 for 30 years at 2.9% for a payment of $79 per month and $24 yearly due to the utility when my electricity usage is higher than the solar capacity in the 3 or 4 summer months. I now pay an averaged out monthly payment of $145 vs. this system at $81 for a savings of $64 PER MONTH for a 44% reduction in cost. I seriously doubt electricity rates will drop this much in the next few years.

    So, what is not to like about the SolarCity deal? BTW, without me looking it up, what is a payment excalator?
    Oct 17, 2014. 05:00 PM | 6 Likes Like |Link to Comment
  • Raising My 2014 Apple Price Target To $101.28: $223 Billion In Sales For Fiscal Year 2015 [View article]
    Mr. Cho, as you know there will always be nitpickers, distractors and naysayers to everything that is said or done. You, sir, walk the walk with a first rate article. Anyone with half a mind can see your brilliance through the mistakes that can be processed by the reader on the fly. Quickly pointing out material mistakes once is one thing. Jumping on the mistake bandwagon is another. I am very grateful to you for deciphering what is the truth and doing a much better job than most of predicting where that truth takes the company/stock in the future. Thanks for a first rate article!
    Jun 11, 2014. 11:02 AM | 7 Likes Like |Link to Comment
  • Apple Should Reduce Outstanding Shares: Here Is Why The Opposition Is Wrong [View article]
    Yes - borrow mucho to buy back shares! The difference between retiring paying out 2.33% on each share and the interest rate for the loan will be a non-issue. Basically, a free loan and Apple can pay it back way into the future with future earnings, not even touching the cash horde they now have!
    Nov 26, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Apple Beats But Treated As Second Class [View article]
    Mr. Maurer, I read in the last month that if AAPL funded the buyback it would only be at around 3.5% interest. Minus out the 2.3% dividend they would have to pay on the shares anyway, had they not purchased the shares and the difference would be a loan of just 1.2%. On top of this, they could write off the interest. Sounds like AAPL would be playing with someone else's money for free! So let's say an extra 100 billion buyback. So a 100 billion loan over 10 years is 10 billion a year (interest is almost zero with what I stated above - maybe issue bonds?). So why not? This can be completely funded with domestic earnings FOR FREE!

    Correct me where I am wrong. Can AAPL borrow at 3.5% for 10 years, etc.

    Seems like a no-brainer. And what a stock mover it would be!
    Oct 28, 2013. 07:47 PM | 3 Likes Like |Link to Comment
  • Shares of Green Mountain Coffee Roasters (GMCR) head into the release of the firm's FQ4 earnings with a nice little head of steam, up 16.5% over the last five trading sessions. Although plenty of bears are still around to rain on GMCR's parade, the company has navigated the loss of its K-Cup patent exclusivity and the entry of Starbucks' Verismo machine into the market with less turmoil than expected. While earnings are in focus, traders will also pay close attention to the firm's conference call for clues as to the direction new CEO Brian Kelley may take the firm. (earnings preview[View news story]
    steveraf, nice compilation!
    Nov 27, 2012. 10:40 AM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    To All -

    Please keep in mind that Mr. Bezek is doing all of us a service in determining whether there is anything major to worry about at Yongye as there will undoubtedly be answers to this article coming from interested parties who know, including the company itself.

    I think Mr. Bezek is quickly getting to the end of prudent investigative work on Yongye. Once done, the stock will move accordingly and I think this will be sooner rather than later.

    Once answered, one side of the fence or the other will be able to rest comfortably. I, for one, will rather get this over with now. Thanks Mr. Bezek!

    Full Disclosure: I am long Yongye
    Mar 23, 2011. 01:18 PM | 6 Likes Like |Link to Comment
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