My Investments
Apple will be fine!
Steve Jobs’ after hours announcement of his medical leave of absence was unexpected. Shareholders are now forced to confront a Jobs-less Apple much earlier than anyone anticipated. The prospect is worrisome and it calls into question how forthright the Jobs and Apple have been about a succession plan and his likelihood of continued involvement at [...]
read more »Valero: A valuation almost too good to be true
I probably should have written about this earlier as I picked up a position in Valero a few weeks ago around the $18-$19 range. The valuations presented here are a bit crude (pardon the pun). But, in my opinion, an equity investor ought to be more interested in being directionally correct than being exact when [...]
read more »The men who could replace Steve Jobs
In the final installment of my “What’s going on at Apple?” series (part 1 | part 2), we look forward. Can we Apple investors feel confident that the Company will be in good hands in the event that Steve Jobs decides to step down. Aside from the seeming correlation between Apple’s success as a company [...]
read more »The End of Steve Jobs ™
In part II of my “What’s going on at Apple?” mini-series, I’m wondering what the move to end the decade long tradition of the Stevenote speech at Macworld means to Apple and its ongoing strategy. While Apple always has its own developers conference and events for the iPhone and iPod product lines as well as [...]
read more »What’s going on at Apple? (Part I)
As everyone knows by now, Apple is pulling out of MacWorld Expo after this year. More importantly, Steve Jobs won’t be delivering his annual keynote speech. Instead, Philip Schiller, Apple’s senior vice president of Worldwide Product Marketing, will deliver the keynote address. Following a year of rampant speculation on Steve Jobs’ health, it is quite [...]
read more »You can do better than me
In my last post, I announced the passing of the Curious Investments Equity Income Strategy. But, what I want to make sure is that readers of this blog don’t get the wrong idea and begin to think that investing in dividend stocks is an unproductive route to go down. As with all investing strategies, it [...]
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