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ThomasOrton

ThomasOrton
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  • Going All-In Apple: A Counterintuitive Approach To Investing [View article]
    To dear reader: do you see? I am merely trying to hold a bullish line on AAPL. I am not even responding to this man, who I think is constitutionally incapable of either 1. balance or consistency of advice or 2 dealing with any criticism at all. I am not "trolling" as he puts it, but engaging in the free marketplace of ideas. I hope at least some people will see that, but I certainly won't be intimidated from posting my thoughts because some guy who has a cult of personality around him on SA can't take a little free speech. Rocco, I am not responding to you, but your ideas. If you don't like it, don't post anymore.
    May 7, 2012. 10:21 AM | 16 Likes Like |Link to Comment
  • Arena: Bears Have It All Wrong [View article]
    Excellent article. I think one thing that people are missing is that Michelle Obama is leading a crusade against obesity. The Republicans are launching an attack against the regulatory state, do you really think the Obama administration's FDA is going to hand Republicans a victory by denying an effective drug that will be useful in the First lady's campaign against the scourge fat in this country? Imagine what the Romney campaign will do with that? What is missing in almost all the analyses I have read is the politics of the obesity epidemic and ARNA is in exactly the right place at the right time. Bet on it.
    Jun 25, 2012. 06:49 PM | 13 Likes Like |Link to Comment
  • Is Obama Trying To Kill Dividend Investing? [View article]
    We do need more commentary on political economy on Seeking Alpha. The nearly 50% entitlement class, which survives on the forced transfer of private property from the productive classes, is true. BUT, the salient fact is that many of those in the entitlement class don't vote. There are some who go to the polls to protect their "interests", but the social research shows that a large number are distant from politics. That is why Obama is focusing on independents who actually make money and vote, but for the life of me I cannot understand why any reasonable person interested in making money would vote to solidify the permanent entitlement class at their ( our) expense.
    Mar 6, 2012. 04:53 PM | 12 Likes Like |Link to Comment
  • Get Ready To Be Disappointed With Apple [View article]
    Here we go again... how long can they use the "Steve Jobs argument"? Biggest quarter ever after his death. And then there is the logic that it can't go up any more because it has gone up so much. And what exactly will challenge the gold standard Ipad? Some new creation of a failed RIM corporation? The cheap throwaway Kindle Fire? Apple has done something that is going to keep it going as a cash machine: it has created demand for products that don't yet exist. Anything they make will be a golden cow. Wishful thinking? Well, the proof is in the profit and I don't listen to the naysayers who have never even invested in the company
    Jan 25, 2012. 05:38 PM | 11 Likes Like |Link to Comment
  • 28 Big Reasons Apple Will Fall [View article]
    The man should be held to his predictions. They are so brazen and tendentious that if he is wrong, he should never, everbe taken seriously again. One does not have to be an Apple cheerleader to find this kind of negative bearmongering problematic in the extreme.
    Apr 24, 2012. 12:17 PM | 10 Likes Like |Link to Comment
  • Arena Pharmaceuticals' Belviq Approval May Not Match The Hype [View article]
    Doctors are desperate for drug like this and has nothing to do with the appetite suppressants mentioned in the article. Anyone overweight will be prescribed this drug as a matter of course. And given the progression of Obamacare tens of millions of new customers will be added to the market. I should point out that the obesity levels are disproportionately much higher among Americans currently uninsured.
    Jun 29, 2012. 05:35 PM | 9 Likes Like |Link to Comment
  • Apple: An Eerie Sense Of Confusion For This Earnings Report [View article]
    Here we go again, accepting the anxiety ridden estimates, who have an agenda to drive the price down. It makes no sense to think this would be a weak quarter.
    Jul 22, 2012. 09:52 AM | 8 Likes Like |Link to Comment
  • Gold: A Seismic Move Is Coming [View article]

    What do you mean that left leaning leaders are likely to be elected in US? There is on data to support that hypothesis and it looks instead that the opposite will be the case. The question is: what will the markets and gold do when America returns to its center-right normalcy?
    May 23, 2012. 06:19 PM | 8 Likes Like |Link to Comment
  • Apple's June Quarter: The Halftime Report [View article]
    As a college professor, the noise from student chatter is iPads , iPads, iPads for fall semester. Increasingly, students are showing up with them in class, along notes, going to sites I mention and project on screen. I see, sooner rather than later, an iPad as a necessary accessory to student success. Think about that.
    May 20, 2012. 07:21 PM | 8 Likes Like |Link to Comment
  • Deja Vu: It's October All Over Again As Market Braces For Correction [View article]
    The Champ..what a nitwit..the sociological and economic data in the article are pretty accurate. Good article and I'm rather bullish in general
    Apr 8, 2012. 10:21 PM | 8 Likes Like |Link to Comment
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance [View article]
    Thanks for your reasoned article, it is quite astonishing that the earnings was construed as a bad miss, with growth numbers like that.

    It steels me now, more than ever, to buy back in at these dips, in anticipation of the launch of what might be the most successful phone in history. To say nothing of the Ipad, which is moving its way to be THE tablet of choice -- mark those words specifically -- in the global market. I work in higher education and more and more, the Ipad is replacing computers, and professors are using it for lectures, presentations, etc. Soon, I will require one for some of my classes, in lieu of textbooks. I am not alone in this. And if you are thinking shorter term, think of how many college students will be loading up with Ipad 3 in the next quarter, as they return to school.

    It is hard to imagine the next earnings report being anything but monumental. I got the last earnings wrong because I did not think that Iphone consumers would hold off on buying until Iphone 5. But those analysts who used the last report as a chance to "death-knell" Apple, are motivate, I think, by something else.

    I hypothesize that those constant Apple bashers are suffering from envy and resentment because at some point they did not get on the gravy train and now they want to make others think they were right all along. So they never miss an opportunity to feel Schadenfreude, malicious joy at Apple's misfortune. Watch out for them and move toward the beautiful Apple music.
    Jul 30, 2012. 09:08 AM | 7 Likes Like |Link to Comment
  • The Anatomy And Consequence Of Arena's Bear Raid [View article]
    Very well done. Now SA needs to root out the writers who helped contribute to this and the SEC needs to investigate. Bear raids are against the law. Those who aid and abet them are breaking the law. Your article is wonderful in relation to the article from last Friday, which could be construed by an investigator as being participatory in the bear raid event, if the author can be connected to those who profited from it. My view is that these things should be investigated more thoroughly. I am writing the SEC.
    Jun 25, 2012. 11:45 AM | 7 Likes Like |Link to Comment
  • Thanks Apple For Killing My Portfolio [View article]
    Here he goes again. He makes a rash move with fake money in order to prove the point that Apple can tank every now and then and hurt the bulls. Irrational to the extreme. It is rather facile to go through such theatrics to slam the bulls once again. But the biggest oddity: Apple is falling because Jobs died. What data could possibly be offered fir this causal argument? It is wrong on its face because even with the dip, the stock is way ahead of it was when Jobs was here.

    Theatrical points and faulty arguments are just that.
    May 18, 2012. 12:01 PM | 7 Likes Like |Link to Comment
  • 'One More Thing' About Apple [View article]
    There is a fair amount of resentment in this article, regrettably, this business about adding comments here while at the Ferrari dealership. It is interesting when people write articles that are critical of emotion that are themselves fullor emotion such this one.
    I admit to thinking Apple might go to 650 after earnings and got burned on some 615 weekly calls. But this was a reasonable decision based on where the stock had been. I was holding the bag on those calls, but I resisted articles by this guy and the others here calling for Apple's imminent demise and last Wednesday, the bag was full. I'm fixing to do a study of of what I call "Apple resentment, " which is an emotional state among those supposedly rational creatures whose reason has been thwarted by Apple's juggernaut . Apple resentment is also characterized by smart-ass resentment of those who have profited by ignoring self-appointed trading sages.
    Apr 27, 2012. 08:11 PM | 7 Likes Like |Link to Comment
  • What Will Apple Do On February 24, 2012? [View article]
    Wrong, it is entirely correct to say "firstly" and "secondly" for enumeration of events. In fact, it is more accurate used in this fashion, since "first" and "second" could be could be misconstrued as nouns, as this person has done in saying that we should enumerate events the same way in which we describe the position of people in races, which are nominal ( or noun) categories.

    Firstly, what is going on with a person who corrects others' grammar on this site? Secondly, do not trust for second the investment advice of a person who does not use grammar correctly, you are always bound to come in second, or third, or worse.
    Dec 26, 2011. 05:57 PM | 7 Likes Like |Link to Comment
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257 Comments
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