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klgmdc

klgmdc
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  • Apple Earnings Preview: It's iPhone Or Bust [View article]
    There is a huge educational market for iPads, and growing as textbooks become prohibitively expensive. My impression is that school districts don't time their purchases against refresh rollouts. But please advise me. Yes, Apple's report is the most wonderful time of the quarter!
    Oct 24 03:19 PM | 2 Likes Like |Link to Comment
  • Apple Should Send Delusional Carl Icahn Packing [View article]
    I think Steve Jobs would have said, "Have some sprouts with that burger, Carl."

    I'm personally fed up with all the activist investors. I second Bill Gross' (PIMCO) comment to Icahn: 'leave Apple alone and use your money to help people not yourself'
    Oct 24 03:10 PM | 1 Like Like |Link to Comment
  • Tesla Stock Price May Be Out Of Gas (Part II) [View article]
    hey Mark, (hi), bubble stock or no, I think the market needs a place where we investors can dream and be enthused: for innovation, appealing advances, technological integration, classy design, snazzy CEO, etc. For now, TSLA is that. It serves a purpose. The disconnect of stock price to valuation is irrelevant to investors. People pay to play in the dreamscape. What's money when it comes to possibilities? ;-)
    Oct 24 01:24 PM | 5 Likes Like |Link to Comment
  • Funds Are Selling Out Of Apple: What You Need To Know [View article]
    Wait. Lemme think. ummmmm.... Was it Apple?

    Taa Daa.

    Peoples are Sheeples.
    Oct 23 03:12 PM | Likes Like |Link to Comment
  • Al Michaels & Chris Collinsworth: Market Forecasters? [View article]
    Peter: I always appreciate your articles. Your explanations of how things work in the world I stepped into are very helpful to me as I consider my trades. I've recently begun to apply sports overlays to trading. Politics, sports, and trading seem built on similar constructs: advantage, decisive action, spotting the opening, outsmarting the other side, etc. The only competitive sport I played and know was tennis, so I'm trying to wait for the percentage shots in my trading. Thanks again. ~k
    Oct 23 02:49 PM | Likes Like |Link to Comment
  • Picking Retail Stocks In The Amazon Era [View article]
    Mr. Bailey: Thank you for the refreshing perspective on AMZN, and the comparisons to other retailers. Your article echoes my own understanding of AMZN: there is no reliable model for gaging the stock price. I have no stomach for this hi-flier, but it's an interesting phenom to watch.
    Oct 21 03:03 PM | 1 Like Like |Link to Comment
  • Abbott Laboratories - Investors Are Applauding A 57% Dividend Hike [View article]
    ....I hear that prison is quite nice. 3 meals a day, gym, doctors....

    ABT got a nice upgrade to $48 from Jefferies today and it's not reacting. It had such a big move last week. Maybe it's consolidating around $37.

    I'm debating BMY over ABT. Not sure I trust abbott's management quite yet. BMY is morphing into a sexy biotech. Any opinions?
    Oct 21 01:33 PM | Likes Like |Link to Comment
  • Abbott Laboratories - Investors Are Applauding A 57% Dividend Hike [View article]
    smurf & beens: is there any more room in that boat?

    We should start a subscription service: tell our subscribers what we're selling and watch them make a fortune.
    Oct 20 01:49 PM | 2 Likes Like |Link to Comment
  • Amazon Flails Wildly [View article]
    Paulo, I always enjoy your articles and point of view. I've come to the conclusion that Amazon isn't in it for profitability. Jeff Bezos simply wants to dominate the world. He has his own internal gage for success. He has enough money to play in any playground he wants to infiltrate, and he does this joyfully and with childlike amazement. Trying to value AMZN by accepted financial accounting standards and models is a futile exercise. Does that mean the calculations shouldn't be done? No. But the conclusions shouldn't be used to make trading or investing decisions when it comes to AMZN.
    Oct 16 03:36 PM | 1 Like Like |Link to Comment
  • Amazon: When The Music Stops [View article]
    Thanks for the good belly laugh, Ted. Can I go short your IPO the day it opens? WWJB do?
    Oct 2 01:41 PM | 1 Like Like |Link to Comment
  • What Visa Can Buy For You [View article]
    Oh, of course, doh! Thanks for pointing out the obvious, Rootarmo. I also see that Intuit has made an integration deal with Square that, while not yet streamlined, allows users to input card transactions into QuickBooks. If more Square users = more upside for Visa, I'm ok with that.
    Sep 27 09:08 AM | Likes Like |Link to Comment
  • What Visa Can Buy For You [View article]
    I'd like to know what readers think about the market share that the growing use of "Square" might take from the established card issuers? The "lost" revenue probably isn't significant now, from the likes of traveling musicians selling their cd's and massage therapists swiping your card in their home studio, but what about the future? Is it a game changer?
    Sep 26 02:24 PM | Likes Like |Link to Comment
  • Why Are Buy Side Analysts Looking For Lululemon To Beat Wall Street Estimates? [View article]
    Another red flag for me, mysterywriter, is the product ratings. I did some window shopping at lulu.com late last week, and was disturbed by the low ratings and negative comments made by a substantial number of reviewers. It seems that quality issues persist. The high quality product of the past is history, if you believe the old-timers who won't buy anything from lulu now. This is not a good trend.
    Sep 10 03:03 PM | Likes Like |Link to Comment
  • Coinstar Looking For New Identity [View article]
    Thanks for presenting these ideas on where the company might be headed and what it could grow into in the future. Coinstar is considering a new name: "Outer Wall", which describes the potential army of kiosks lined up outside various establishments, but which I think is an awful and grim name. But the name change makes me wonder about plans for a spin-off of Redbox/Verizon because Redbox holds the position of anchor kiosk in the future army of kiosks.
    CSTR always seems one quarterly report away from blowing sky high into the stratosphere, but the trading range between $38-$70 has been well intact. The slow steady climb since last fall is more encouraging as opposed to the wild swings, but I've wondered if the 2013 ascent is simply mirroring the broader market. All to say: this stock hasn't been an easy one to hold. I appreciate your optimism! And I'm eager for the rollout of Rubi, as I often like to purchase a drink at the convenience store or restaurant or grocer when I pick up my movie at the Redbox. Which -- makes me wonder -- how the co-location of Redbox and Rubi will be negotiated given the potential competition at current Redbox locations. Well, it's an interesting company to watch, that's for sure!
    Jun 18 02:01 PM | 1 Like Like |Link to Comment
  • Does Apple iOS7 Really Matter To Investors? [View article]
    Good article in Wired laid bare the concept that iOS7 lays the framework for the... " functionality of a next generation of phones—when they’ll have to actively manage a network of connected devices, including, even, your desktop. In fixing what was broken with iOS6, Ive has really laid down the path to its future as the most important cog in our digital life." What the analysts miss now by seeing the "pretty" changes, they'll glow about later when Apple rolls out more and more integrated products that we'll wonder how we ever lived without.
    http://tinyurl.com/lsn...
    Jun 14 12:15 PM | 1 Like Like |Link to Comment
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193 Comments
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