Monday, February 11, 2013


Apple is getting pressure to either invest some of the $137,000,000,000 cash they have (137 Billion Dollars) or give it back to the shareholders in some fashion.

It seems unlikely they can be pressured to do something they do not want to do, but perhaps this pressure will move something forward. They could buy another company…a very big company.

Something that might give them some valuable content, such as Disney or Time Warner might help.

They could buy their biggest salesman, AT&T.

They could buy one of their manufacturers in China (seems unlikely).

They could earnestly fund on-shoring with some serious US production capability.

Heck they could by Google.

But they don't have a track record for purchases unless its some knowledge they need.

They always seem to time their product roll-outs for maximum impact and this would seemingly defuse the attention on the cash hoard, especially if some new product consumed a portion of the cash.

Release of the Apple smart watch would be such an event, especially if it were actually a flexible on- the-wrist smart phone.

Hopefully we will hear some good news… a big surprise soon. If not a huge return of money to shareholders would be much appreciated by stockholders.

What did I see in my weekend review?
 The 10-yr Treasury yield is at 1.95

IBD (Investor Business Daily): Confirmed Uptrend.  

Copernicus Systems: is Long

Moneys Flows:  (unavailable as of this writing do to system problems)

Currently my "Stocks for a Trade" now consists of:
(All gains or losses shown are the total since purchase)
RGR +6.61%

ETF’s for a trade are:
GLD  -.81%
FXI  Sold
EEM  Sold.
EWZ -2.00% on the block to sell, hoping for a little pop to do so
AGQ -3.33%

What will I do?
I did a little clean up as noted above and I did test out a small initial position in the silver ETF, AGQ…not exactly off to a good start. FDN now looks interesting, but it’s time for me to wait

I hope you have a great week.

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