Wednesday, February 6, 2013

AAPL: Peeling Apple: A Long-Term ROE Analysis

Peeling Apple: A Long-Term ROE Analysis
by Mercury Holdings

In modern financial markets, the potential to become paralyzed by information is overwhelming. If there isn't a fresh rumor regarding a new product launch, then there are worries about the impact of the fiscal cliff and if not that then some analyst will have changed their Q1 margin estimate just in time for the herd to follow. With unlimited information at our fingertips, many investors can fall victim to attempting to drink from the fire hose of information rather than taking a moment and filtering out the extra flow, and getting down to what actually matters to investors: How much money have I have returned on my investment, and how much money am I likely to return in the future? read more »

More on AAPL

Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? by Insider Monkey

How Much Is Apple Worth? by Mathias Holmstrøm

Apple: Premium Company, Dirt-Cheap Stock by Baolan Guo

Other articles that mention AAPL

Profiling Goldman Sachs' Top 3 Picks For Upside Potential In 2013 by Bret Jensen

5 Solid Stocks To Buy For The Next 4 Years by David Alton Clark

Google: Apple's Successor... Only Bigger by Dr. Stephen Leeb


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Today’s articles on Energy Investing

Editors' Picks

StatOil: The NOK Vs. The USD by Michael Fitzsimmons

Independent Oil & Gas

Anadarko Petroleum's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Major Integrated Oil & Gas

As Exxon Waits For Global Demand To Recover Refining Margins Pump Up Earnings by Trefis

BP's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Drilling & Exploration

Seadrill: Downtime Has Negative Earnings Impact, But Positive Revenue Developments Remain by Power Hedge

Diamond Offshore Drilling Management Discusses Q4 2012 Results - Earnings Call Transcript

Petroleo Brasileiro Petrobras's CEO Discusses Q4 2012 Results - Earnings Call Transcript

America To The Rescue: Saving The World From $200 Oil by Elliott Gue

Petrobras Taking Brazil Down With It by Emerging Money

StatOil: The NOK Vs. The USD by Michael Fitzsimmons

Oil & Gas Equipment & Services

National Oilwell Varco: Keep A Long-Term View by David Zanoni

Carbo Ceramics Surpassed Top-Line Consensus: Stay Cautious by Baruch Energy Research

Oil & Gas Pipelines

Magellan Midstream Partners' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Spectra Energy Partners' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Spectra Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

Invest For The Long Haul With Plains All American Pipeline by Robert Kientz

Kinder Morgan Inc: Warrant Buyback Enhancement Possible by Clayton Rulli

Electric Utilities

Southern Company: Buy On Dips At Or Below $42 by Jon Parepoynt

TECO Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

BG Group Management Discusses Q4 2012 Results - Earnings Call Transcript


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HIE Debate Heats Up | Online Medical Consults Save Money

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MUST READ
InformationWeek Healthcare Columnist Online Medical Consults Save Money, Study Says
By Neil Versel
Study finds good outcomes, high patient satisfaction and average savings of $88 per case with use of Minnesota telehealth service for common ailments. State laws prevent wide expansion.

Health Information Exchange Debate Gets Fiery
Experts disagree about the viability and usefulness of the current generation of health HIEs. Will more nimble HIEs deliver better results?

Mobile Health Challenge: Only Open Apps Need Apply
New challenge aims to improve interoperability within healthcare through use of open architecture.

Obama Urged to Mandate Medical Error Reporting
Ex-Bush Treasury secretary and Alcoa chief Paul O'Neill says president should use upcoming State of the Union address to call for hospitals to submit daily online report of all accidents, infections and medication errors.

Feds Update Flu Apps
Centers for Disease Control have updated their two flu apps -- FluView and CDC Influenza -- for the busy flu season.

Will Doctors Embrace Tibbr Enterprise Social Networking Platform?
Social media tool draws on Facebook-style features to streamline communication and do away with paper processes.

Infosys Partners With Device Company In Healthcare Push
Infosys provides cloud-based portal to help NovaSom better manage sleep apnea diagnostics.

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Posted By Chris Murphy:
"I think the study points to the importance of "process" as clinical settings bring in these tools: at what point do you bring in a decision support tool, what interface do you use, what is the patient seeing and how is she/he interacting while you do it?"
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Check out these 10 gems that stood out from the crowd of 700,000 Android apps.

Dell Goes Private: What's Next?
Dell is going private with the help of $2 billion from Microsoft. Going forward, how much will Microsoft influence operations?

Internet2 Consortium Sets New Internet Speed Record
Team sent a multiple stream data transmission with a transfer rate of 7.21 gigabits per second over more than half the circumference of the earth.

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Today’s articles on Macro View

Editors' Picks

Dow 14,000: Are You The Sucker? by Colin Lokey

The Observation Of Trifles by Mark J. Grant

Market Outlook

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Stocks: Are They Worth All Of The Drama? by Eric Parnell

Dow 14,000: Are You The Sucker? by Colin Lokey

Bulls Remain Determined by David Fry

VIX - Options Volatility And Market Sonar: Tuesday Recap by Erick McKitterick

New Highs For The Markets: Here's What History Has To Say by Cranky

Stocks Will Reward In 2013: Interview With Portfolio Managers Mark Spellman, Daniel Dent by Investing Daily

Technical Tuesday: The Tide Is High by Philip Davis

This Is Not A Secular Bull Market by Jaimini Desai

The Observation Of Trifles by Mark J. Grant

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Gold & Precious Metals

Should Gold Investors Buy The ETF Or Physical Gold? by Macro Investor

Gold Vs. Gold Stocks - Part III by Tim Iacono

ETFS' Rhind: Platinum And Palladium Rally Not Over, Much More Room To Run by Hard Assets Investor

Chen Lin Places His Bets On Self-Financing Producers by The Gold Report

Commodities

Today In Commodities: Trend Followers Have Had A Great Start To 2013 by Matthew Bradbard

Gasoline Prices On The Rise by Bespoke Investment Group

What Copper Contango Tells Us About The Metal's Supply Situation by MetalMiner

America To The Rescue: Saving The World From $200 Oil by Elliott Gue

Commodity Chart Of The Day: Gold by Matthew Bradbard

Bakken Update: Riding The Refiners by Michael Filloon

Commodities: An Interim Top For Oil? by Matthew Bradbard

5 Commodity Stocks Moving On News by Matthew Smith

Economy

Nervous Market: Key Developments by Marc Chandler

Currency War: Facts And Myths by Lok Sang Ho

Is Japan The Canary In The Keynesian Coal Mine? by CFA Institute Contributors

Increasingly Wary by The Inflation Trader

Are You Part Of The Dumb Money? by Jeff Miller

Japan: I Could Have Been A Contender, Instead Of An Upper-Middle Income Country by Modeled Behavior

ISM Services Index Slightly Better Than Expected by Bespoke Investment Group

Is The U.S. Economy Moving Into A Higher Growth Phase? Part 1 - The Positive by Hale Stewart

Capital Flows: Too Much Of A Good Thing? by QFinance

ISM Non-Manufacturing Report On Business - January 2013 by Sold At The Top

Service Sector Continues To Grow by Calafia Beach Pundit

Shadow Banking Is Back: Money Market Funds Are Flush With Cash by John M. Mason

Forex

A Euro Of High Caliber Faces $1.36 by FXstreet

Forex: EUR/USD Tests 1.3600 After Recovering Early Losses by FXstreet

Euro Resumes Uptrend With ECB In Sight by FXstreet

Real Estate

Housing Price Bubble Watch: Accelerating Price Growth by Modeled Behavior


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AMZN: Amazon's Margin Myth: Sleight Of Hand

Amazon's Margin Myth: Sleight Of Hand
by Paulo Santos

If you read just part of the analysts' reports on Amazon (AMZN), you'd never know that its net profit had gone all the way down to a loss. Indeed, you'd probably be mistaken, thinking that its earnings and margins were on the way to the moon instead. read more »

More on AMZN

Copy And Paste Research Reporting by Paulo Santos

Why Amazon's Share Price Will Keep Rising by Bruce Spratling

Amazon: When Will This Bubble Burst? by IncomeHunter

Other articles that mention AMZN

3 Underappreciated Facts About The JCP Transformation by Steven Kiel

Is eBay A Good Stock To Buy? by Insider Monkey

Why Dell Is Going Private by Felix Salmon


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Today’s articles on Global Investing

Editors' Picks

Leading Brands, Inc.: Juicing Returns For Shareholders by Milwaukee Private Wealth Management, Inc

Can Anything Stop Novo Nordisk? by Stephen Simpson

StatOil: The NOK Vs. The USD by Michael Fitzsimmons

Brazil

Petroleo Brasileiro Petrobras's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Petrobras Taking Brazil Down With It by Emerging Money

China

Baidu 4Q12 Results - Revenue Growth Halves by Sneha Shah

Baidu - Kick It While It's Down by Emerging Money

Baidu Earnings Disappoint: Revenues Up, Margins Down by David Dyer

Denmark

Can Anything Stop Novo Nordisk? by Stephen Simpson

Finland

Why Nokia Is Here To Stay by Urban Jaekle

Why Is Nokia Selling Off? by Jacob Steinberg

India

America To The Rescue: Saving The World From $200 Oil by Elliott Gue

Japan

Is Japan The Canary In The Keynesian Coal Mine? by CFA Institute Contributors

Japan: I Could Have Been A Contender, Instead Of An Upper-Middle Income Country by Modeled Behavior

Luxembourg

ArcelorMittal's Results Will Suffer From Weak Market Conditions And Writedowns by Trefis

Norway

StatOil: The NOK Vs. The USD by Michael Fitzsimmons

Russia

Russian ETFs Deserve Consideration by DoctoRx

Switzerland

UBS AG Management Discusses Q4 2012 Results - Earnings Call Transcript

Taiwan

Silicon Motion Technology's CEO Discusses Q4 2012 Results - Earnings Call Transcript

United Kingdom

Delphi Automotive's CEO Discusses Q4 2012 Results - Earnings Call Transcript

BP's CEO Discusses Q4 2012 Results - Earnings Call Transcript

ARM Holdings' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Canada

Z10 Takes BlackBerry Higher by Efsinvestment

Leading Brands, Inc.: Juicing Returns For Shareholders by Milwaukee Private Wealth Management, Inc

New Gold's CEO Hosts Investor Day Conference (Transcript)

Delays From Asia Pressure Earnings At Potash by Valuentum

Get Shorty: Analyst Air Crash Investigation Of Flight BlackBerry by Michael Collins


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