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klgmdc

klgmdc
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  • Apple: Sell Targets Of Big Money Fund Managers As Seen By Market Making Trade Facilitators [View article]
    I wonder if the author or anyone might comment on my recent thought that the analysts who are paid to evaluate Apple's prospects don't understand the company, and therefore, cannot make appropriate valuations. Apple tends to introduce disruptive technology which, perhaps by nature, can't be valued in current metrics. No one knows how Apple's next product is going to be received by the marketplace. How does an analyst apply forward-thinking metrics to stuff that hasn't even been invented yet and could potentially have huge impact in ways we can't imagine? I'm not explaining this well, or worse, maybe I'm exposing a naiveté. As an example: how much value will be created when every amusement park and every cruise ship issues its guests the "iBand" (see Jason Schwartz's recent SA article). This stuff that will permeate our lives and return value to the company doesn't seem to be able to compete with analysts' thinking that Apple's revenue depends on China Mobile and how many colors of iPad it will build.
    Mar 8 03:18 PM | Likes Like |Link to Comment
  • Wait-And-See Approach On Hain [View article]
    Thanks for the thoughts on Hain. I didn't know Icahn was in. I've been thinking of selling out my position, but maybe I'll stick around for awhile and see if the "I-touch" has any influence.
    Mar 8 10:55 AM | Likes Like |Link to Comment
  • Does the surge in gold mining stocks mean the bottom is in? Gold futures finish flat after a two-day climb, but the big story in recent sessions hasn't been the physical gold as much as the miners. The mining ETF (GDX +3.9%) is surging nearly 4% today, but that's after a ~20% YTD selloff. Today, miners are broadly higher: RGLD +4.5%, AEM +4.3%, ABX +3.9%, KGC +3.8%, GG +4.1%, NEM +3.3%[View news story]
    Whatever the explanation of the day is, +5% on my silly miners is ok with me today.
    Mar 6 04:01 PM | Likes Like |Link to Comment
  • Fundamentals (The Nitty Gritty Of Investing) [View article]
    Thanks for giving me the confidence to stick with JNJ. It's been a core holding, even though I sold out for a while, I came back last fall. There's alot of value in this company.
    Mar 6 03:38 PM | Likes Like |Link to Comment
  • Disney Showcases Apple's iWatch Potential [View article]
    Thanks for putting this together for the SA community. How much longer can the bash continue with breaking news that innovation is still alive at Apple.
    Mar 6 03:03 PM | 2 Likes Like |Link to Comment
  • Investing In Apple: Risk Management 101 [View article]
    Thank you for a thoughtful argument. I've grown tired of so many people telling Apple what it should do: with it's operating system, cash, product roll-out cycles, screen size. Sheesh. Apple got where it is by following its own creative muse. The day Apple follows Eiinhorn into his hedge fund's boardroom, or opens its operating system so every quack can degrade the product, is the day the sun will set on 1 Infinite Loop. Let the excitement build toward the next cool product that has the Apple Wow. I like your approach toward letting the natural life cycle of the current products play out. This company is given no breathing room on Wall Street. In communication theory, we say that "the information is in the pause." I'm all for the pause that refreshes.
    Mar 6 02:48 PM | 2 Likes Like |Link to Comment
  • Apple And 5 Pervasive 'iMyths' [View article]
    This is a story that won't die. In the meantime, Apple moves forward oblivious to the argument that it should change its DNA to become a better Apple.
    Mar 6 09:03 AM | 2 Likes Like |Link to Comment
  • Diamond Turnaround Coming [View article]
    Thanks for the good analysis. I'm liking this possible turnaround story. I have a small position (100 shares) that I've held since $24 in a retirement account. I didn't take profits during the run-up in 2011. Bad girl, no biscuit.
    Mar 4 03:51 PM | 1 Like Like |Link to Comment
  • Clean Up On Aisle Retail: 2 Stocks To Short To Oblivion [View article]
    The Raven wrote this article before Macy's released its earnings. After a better than expected report and forward guidance, I'd be interested in when Raven thinks the right time is to short Macy's. ? Just sayin'.

    I agree M has a really ugly chart, but that's exactly the kind of technical pattern that I wouldn't touch, long or short. Unless I were a band trader, which I am not.

    JCP up on deck now. Into oblivion? If so, then I'll always treasure the nice pair of Levi's pedal pushers I bought there last year.
    Feb 27 03:01 PM | Likes Like |Link to Comment
  • Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in January, estimates NPD. The sales jump follows a 22% Y/Y drop in Q4 global Mac shipments. 2) LG Display (LPL) reportedly cut panel output for the 9.7" iPad by 90% in January, thanks to iPad Mini sales and seasonality. It expects output to pick up in Q2 ahead of a Q3 refresh. 3) Good Technology reports iOS hardware made up 77% of its Q4 enterprise device activations, up from 71% a year earlier. 4) European carriers are crying poor over iPhone/Android subsidies, and want changes. Obtaining them might be easier said than done. (Firefox OS[View news story]
    Remember the "good ol' days" when numbers like these would move the stock 3%? I've read all the newsletters and listened to all the talking heads. People say "Apple is confused." I've concluded that everyone except Apple is confused about Apple. Apple hasn't changed one bit. As testament, Tim Cook did not do what the market wanted today and unleash some of its cash hoard at the investor's annual meeting. Instead, he said that Apple is working on some great stuff and those products are what will move the stock price. Hurray for Apple for not understanding that it's a confused company in decline.
    Feb 27 02:49 PM | Likes Like |Link to Comment
  • Clean Up On Aisle Retail: 2 Stocks To Short To Oblivion [View article]
    You and I don't shop at the same Macy's. My Macy's is clean, well-lit, with lots of cool merchandise and tons of well-trained, professional and friendly sales people. The last time I checked, Amazon dot com wasn't offering female specific undergarment fittings.

    I get your point about retail being sketchy, but I could never short a company that has always treated me like my purchases meant something to them, and who issued me my first ever credit card when I was 18.
    Feb 26 02:59 PM | 2 Likes Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    I understand all the financial zero's about stock splits. But this is the cheapest way for Apple to get their stock moving again. If the Gnome has spoken, maybe it means Apple might actually be starting to care about it's stock price.

    I wonder how often Tim Cook reflects on how quickly the old days have changed. I will always love and miss Steve Jobs, but not playing by the Street's rules has been hard on us and it doesn't appear that Mr. Cook has the charisma to tell WS to go to h ee ell ell in quite the same way that SJ could. Belated Happy Birthday, Steve (Feb 24).
    Feb 26 02:43 PM | 1 Like Like |Link to Comment
  • Green Mountain: Over $300 Or Under $10? The Next Few Weeks Are Key [View article]
    Thanks, I had no idea, brain damage (really?). It looks like a fun site.
    Feb 22 05:11 PM | Likes Like |Link to Comment
  • Tesla Tanks After Reporting Wider Loss Than Expected, But Profit In Sight [View article]
    I used today's "tanking" to pick up more shares. Please let me know when the Tesla story is officially over.
    Feb 21 04:38 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL -0.7%) rises slightly as David Einhorn makes his case for a preferred stock distribution (webcast). Einhorn imagines Apple issuing one or more "iPrefs" with a face value of $50 to shareholders for each common share owned. Each iPref would pay a $0.50/share quarterly dividend, and would be publicly traded. The iPrefs would yield more than Microsoft and IBM's long-term debt, and the Fed's zero interest rate policy "creates enormous demand for safe income," Einhorn argues. (live blog[View news story]
    Einhorn is bored running Greenlight. Apple should hire him as Director of Shareholder Services. Let Einhorn run amok and manage Apple's cash hoard for the benefit of.... who?. jk. (I recently learned this abbreviation stands for "just kidding", or John Kerry.)
    Feb 21 03:37 PM | Likes Like |Link to Comment
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201 Comments
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