Investing

The Washington DC’ing of Apple

Written by on March 3, 2013 in Investing, Stock Talk with 1 Comment
The Washington DC’ing of Apple

There was a time when grid-lock in Washington was thought to be a good thing.  With no political party having complete power, issues were resolved thru compromise after good healthy debate.  No side was completely happy, but for the most part – a better agreement was achieved allowing the country to move forward.  That all […]

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The Options Market is Controlling AAPL

Written by on January 19, 2013 in Investing, Stock Talk with 0 Comments
The Options Market is Controlling AAPL

Apple’s share price has been in a funk since hitting its all-time high in September of $705. To those that still believe in Apple’s fundamental story, Friday’s close of $500.31 seemed like one more smack in the face. The Blogosphere immediately lit up on the close -  “Apple’s $500 Close: Its Not Manipulation” by Rocco […]

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Steve Ballmer – “It’s not been a lost decade for me!”

Written by on July 14, 2012 in Investing, Stock Talk with 11 Comments
Steve Ballmer – “It’s not been a lost decade for me!”

Last night I read a great post by Horace Dediu titled the Poetry of Steve Ballmer.  Dediu highlights 3 quotes from Ballmer discussing Microsoft’s view on Apple.  One of Dediu’s readers (@robspychala) sums it up as 2007: Laugh,  2010: Ignore,  2012: Fight.  Sorry folks the game is over.  You can’t squander 5 years then decide to fight. […]

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Has FaceBook Topped?

Written by on May 28, 2012 in Investing, Stock Talk with 4 Comments
Has FaceBook Topped?

Facebook has been trading publicly for a week and I’m already calling a top.  I can see the eyes rolling. Whether it has topped or not, I’m putting FaceBook in a bucket with companies like Google, Research in Motion and Nokia.  These companies were all dominat in their day, but haven’t been able to continue their […]

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Apple Bulls are Flummoxed

Written by on March 17, 2012 in Investing, Stock Talk with 0 Comments
Apple Bulls are Flummoxed

We all know that trees don’t grow to the sky.  However,  Apple’s  recent price performance is challenging that law of nature and has even the most passionate AAPL bulls nervous.  Barron’s captures the dilemma quite well: Apple shares of late have morphed from growth-stock darling to momentum darling.  In the span of the last five trading […]

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Google Has a DNA Issue

Written by on January 24, 2012 in Investing, Stock Talk with 1 Comment
Google Has a DNA Issue

I have been expressing negative opinions on Google for awhile.   “Will Google be a Major Player in Mobile Computing?” – was one of the first ones back in April 2010.  In June of 2011, I threw down the gauntlet with RIM is Done – Who’s Next?  There have been many more.  While some may […]

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Intel: This Old Head is Still a Market Signal

Written by on January 21, 2012 in Investing with 0 Comments
Intel: This Old Head is Still a Market Signal

When I left Corporate America nearly 6 years ago to trade full-time, a friend asked me, “Do you think you will be bored sitting around a computer all day without anyone to talk to?”  I worked with a good group of guys – we would often go out to lunch together and there was always […]

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Sit-Out Power: The Secret of Champion Traders

Written by on January 2, 2012 in Featured Articles, Investing, Stock Talk with 6 Comments
Sit-Out Power: The Secret of Champion Traders

I admit that I’m a fair weather blogger. When the Stock Market is rocking the ideas roll on my pages effortlessly, however when the market is “slapping me around” there are always other things to do. Typically fair weather fans or fair weather anything aren’t held in high-esteem. You are either with us or against […]

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