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  • Apple 2015 Outlook: Where Do We Go From Here? [View article]
    Let me get this straight: You are shorting the best run company on earth, the only one in history to go from near bankruptcy to best in less than two decades. That's the best place for your money? No other investment outranks this strategy? hmmm.
    Jan 3, 2015. 08:41 PM | 2 Likes Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]
    The issue will be competition going forward: ABBV, Regulus, ACHN. They have their problems but their advances will continue to worry GILD investors. Competition will be a factor in forward guidance, which GILD is likely to be conservative on--as ever. $120 in November is poss. So is $100.
    Oct 22, 2014. 01:22 PM | Likes Like |Link to Comment
  • Apple's Big iPad Problem [View article]
    What happened to the iPod when the iPhone came out? The company became the biggest one on Earth. What happened to the iPad when the 6 Plus came out? Likely the company will grow yet bigger. Nice problem to have, that.
    Oct 20, 2014. 06:46 AM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies And The Conglomerate Discount [View article]
    Uh, that's: Dessert = Sapphire, even if it is made in the desert :)
    Sep 2, 2014. 09:00 AM | 5 Likes Like |Link to Comment
  • Still Going Long And Strong With Micron Technology [View article]
    Where does this news figure into pricing?

    Micron's revolutionary Hybrid Memory Cube tech is 15 times faster than today's RAM


    Seems like it could have a big impact depending on how wide the moat is around the technology. But might have zero impact in next 12 months.

    Thoughts? Thanks.
    Jun 25, 2014. 01:24 PM | 3 Likes Like |Link to Comment
  • Next Week Is Critical For Shorts [View article]
    Another great article. One potential piece of upside news would be a fed announcement Monday, pre market open, that it was deploying one of the instruments you detailed in a previous article. Not out of ammo yet, as you point out.

    What would precipitate such a move? Weekends can be scary times in a crisis. If the eurozone deteriorates on Sat/Sun, plus people's reaction to the news continues to deepen, Monday is a perfect day to pull out a Fed rabbit. Not saying it will happen, but it might. Then, when markets open, the first market response would be a reaction to that policy, whatever it is.
    Sep 2, 2011. 02:56 PM | 1 Like Like |Link to Comment