Tag Archives: AAPL

The Amazon Dilemma

Posted on January 31, 2013 by

Let me get this out of the way… I am an Amazon customer, they offer great prices, Prime, 2 day shipping etc. What’s not to like? Let me also say that (since the late 90′s,) I have never invested or … Continue reading →

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A $RIMM BB10 Trade

Posted on January 16, 2013 by

I wrote about $RIMM when it was trading at $7.50 – Is RIMM cheap enough? – and opined that the stock had another $1.25 in downside. The stocked bottomed two months later at $6.22 and has over doubled since, to a … Continue reading →

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Follow Up On 2012′s Posts

Posted on January 2, 2013 by

As we turn to 2013, I wanted to thank all my Blog readers & visitors. Below is a brief follow up on my first 39 posts. It’s not Facebook! It’s the IPO Market! - Looking forward to 2013, I hope Twitter learned from … Continue reading →

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Pandora: Damned if they do, damned if they don’t.

Posted on October 26, 2012 by

I don’t think $P’s business model works. Their costs continue to grow at a faster pace than their revenues. This is especially true in regards to their content acquisition costs, as you can clearly see in this spreadsheet. It’s going to be … Continue reading →

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$MSFT $INTC Pairs Trade

Posted on October 10, 2012 by

If I had to bet the future direction of “dinosaur tech”, I would guess lower. Tablets & smartphones have been and will continue to cannibalize PCs. It’s very hard to dispute this fact. Winners & losers have been clear. Look at $AAPL, … Continue reading →

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iPhone 5: Apple’s inflection point

Posted on September 21, 2012 by

The more I read about Apple’s (AAPL) new iPhone 5, the more convinced I become, that for investors, this product will decide the direction of AAPL’s next 300 points. This isn’t about a single product. The sales of the iPhone … Continue reading →

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Netflix, meet Porter

Posted on August 24, 2012 by

I can’t think of another multi-billion dollar company that has as many basic fundamental problems as much as NFLX. (I’m not referring to last week’s article on NLFX’s Off Balance Sheet concerns. We’re talking about real basics here.) Netflix, meet … Continue reading →

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Leave it to the Pros

Posted on July 27, 2012 by

It is typically a great day when you see a company whose stock you own announce that they are being bought out. Most takeovers are done at a premium to where the stock was trading, and typically the stock instantly … Continue reading →

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Another Open Letter to @JimCramer

Posted on July 19, 2012 by

Dear Jim, It’s as if you read my Open Letter yesterday, and wanted to validate my point. In last night’s episode of “Am I Diversified”, (@ the :55 mark,) you took a Twitterer’s portfolio, which included KORS, T, AAPL, MHR, & FB. … Continue reading →

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Open Letter to @JimCramer

Posted on July 18, 2012 by

Dear Jim, I understand that you are in the business of entertainment and ratings, I also believe that your intentions in this case are good, however, I think you should stop (or at least refine) the “Am I Diversified” segment … Continue reading →

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