Seeking Alpha

David Jackson

View David Jackson's Comments BY TICKER:
AA, AAPL, ABC, ABK, ABT, ABV, ACGL, ACH, ACWI, ADCT, ADM, ADP, ADRE, ADS, ADZ, AFB, AGA, AGF, AGG, AGQ, AIMC, ALA, ALTI, ALTR, ALV, ALZJF.PK, AMAT, AMB, AMD, AMLN, AMLP, AMPX, AMTD, AMX, AMZN, AN, ANDE, ANGI, AOL, AON, AONE, APA, APD, APH, APOL, APX, AQUNF.PK, ARG, ARW, ASN, ASXFF.PK, ATHR, ATVI, AUNZ, AUSE, AV, AVB, AVR, AXJL, AXP, AXPW.OB, AYN, AYT, AZN, BA, BAB, BAC, BAF, BAL, BAM, BAX, BBF, BBH, BBI, BBK, BBT, BBY, BCK, BCL, BCS, BDD, BDG, BDH, BELG, BFC, BFK, BFO, BFY, BFZ, BGG, BHH, BHI, BHP, BHV, BIDU, BIE, BIIB, BIK, BIL, BIP, BIV, BJZ, BK, BKF, BKHYY.PK, BKK, BKN, BKS, BLE, BLH, BLJ, BLMIF.PK, BLN, BLS, BLV, BMC, BMT, BMY, BND, BNJ, BNY, BOE, BOM, BOS, BP, BPK, BPOP, BPS, BPT, BQH, BRAQ, BRAZ, BRF, BRK.A, BRL, BRM, BRNC, BSAC, BSC, BSD, BSE, BSV, BSX, BT, BTA, BTU, BUCY, BWP, BWX, BX, BYM, BZA, BZF, BZM, C, CA, CAF, CAKE, CAL, CAT, CB, CBE, CBS, CCA, CCJ, CCK, CCTYQ.PK, CCXE, CDE, CECO, CEF, CEG, CEV, CEW, CFT, CGW, CH, CHA, CHIE, CHII, CHIM, CHIQ, CHIX, CHK, CHKP, CHL, CHN, CHXX, CIU, CLBXF.PK, CLCT, CMA, CMCSA, CMF, CMGGF.PK, CMU, CNET, CNI, CNS, CNY, COCO, COF, COH, COL, COP, CORS, COW, CPWR, CPX, CQQQ, CRBQ, CREE, CROX, CRRC, CRUS, CS, CSIQ, CSJ, CSK, CSLS, CSX, CTAS, CTRP, CUB, CUT, CVA, CVS, CVX, CVY, CWB, CX, CXA, CXE, CXH, CY, CYB, CYBS, CZZ, D, DAG, DASTY.PK, DAX, DBA, DBB, DBC, DBD, DBE, DBO, DBP, DBS, DBU, DBV, DDG, DDM, DDP, DEE, DEF, DELL, DEM, DEO, DES, DEW, DFE, DFJ, DFS, DGL, DGP, DGS, DGX, DGZ, DHR, DHS, DIA, DIG, DIM, DIS, DJ, DJP, DLN, DLS, DMF, DNL, DNN, DNO, DO, DOL, DON, DOO, DOX, DOY, DPU, DRR, DSM, DTD, DTF, DTH, DTN, DTO, DUG, DVY, DWM, DWX, DXB, DXJ, DYY, DZZ, E, EA, EADSF.PK, EBAY, ECA, ECH, ECON, EDU, EDV, EEB, EEM, EFA, EGPT, EIA, EIDO, EIF, EIM, EIO, EIP, EIS, EIV, ELD, ELN, EMB, EMC, EMI, EMIF, EMJ, EMLC, ENER, ENX, ENY, EOP, EPI, EPOL, EPS, EPU, EQIN, EQIX, EQL, EQR, ERE, ERO, ERX, ESI, ESLRQ.PK, ESR, ESV, ETFC, ETN, ETR, EU, EUO, EVJ, EVM, EVN, EVO, EVP, EVX, EVY, EWA, EWC, EWD, EWG, EWH, EWI, EWJ, EWK, EWL, EWM, EWN, EWO, EWP, EWQ, EWS, EWT, EWU, EWW, EWX, EWY, EWZ, EWZS, EXC, EXPE, EZA, F, FAF, FAN, FAS, FAX, FAZ, FCG, FCX, FDL, FDM, FDN, FEU, FEV, FEZ, FFD, FFIV, FGD, FIATY.PK, FIG, FII, FIS, FITB, FIVZ, FIW, FLEX, FLIR, FLSH, FLY, FMCC.OB, FMN, FMX, FNF, FNFG, FNMA.OB, FPT, FRC, FRN, FRX, FSLR, FUD, FUE, FULT, FVD, FXA, FXB, FXC, FXD, FXE, FXF, FXG, FXH, FXI, FXL, FXM, FXN, FXO, FXP, FXR, FXRU, FXS, FXU, FXY, FXZ, FYX, GAF, GAZ, GBB, GBF, GCC, GCH, GCI, GD, GDX, GDXJ, GE, GEX, GF, GG, GILD, GIY, GLD, GLJ, GLL, GLW, GM, GME, GMK, GML, GMM, GMMB, GMTB, GNAT, GNW, GOE, GOOG, GPC, GPS, GR, GRBMF.PK, GRN, GRPN, GRU, GS, GSC, GSG, GSK, GSP, GSY, GU, GULF, GUR, GVI, GWO, GXC, GXF, GXG, HAO, HAP, HAR, HBAN, HBC, HCBK, HD, HDV, HEW, HGI, HHH, HIG, HILO, HIT, HL, HOG, HOLL, HOT, HPQ, HRS, HSOA, HST, HSY, HTV, HUM, HYD, HYG, IACI, IAF, IAH, IAU, IBB, IBM, ICF, ICI, ICLN, ICN, ICS, IDU, IDV, IDX, IEF, IEI, IEO, IEV, IEZ, IF, IFGL, IFN, IGE, IGN, IGOV, IGT, IGV, IHE, IHF, IHI, IIC, IIF, IIH, IIM, IJH, IJR, ILF, IMS, IMT, INDY, INFA, ING, INP, INR, INTC, INTU, INXX, IPE, IPW, IQC, IQI, IQM, IQN, IQT, IRL, ISIL, ISL, ISLN, ITA, ITB, ITE, ITF, ITL, ITM, ITW, IVE, IVV, IVW, IWB, IWC, IWM, IWN, IWV, IXC, IXG, IXJ, IYE, IYF, IYH, IYR, IYT, IYW, IYY, IYZ, JASO, JBLU, JCI, JCP, JEM, JEQ, JEXYY.PK, JFC, JFT, JJA, JJC, JJE, JJG, JJM, JJN, JJP, JJS, JJT, JJU, JNJ, JNK, JNPR, JNS, JO, JOF, JPM, JPP, JSC, JUPM, JW.A, JWN, JYF, JYN, KALU, KBE, KBWB, KEF, KEY, KF, KLAC, KMB, KMBNY.PK, KNM, KO, KOL, KRY, KSM, KSS, KWT, KZMYY.PK, LAG, LBJ, LCC, LD, LDK, LDN, LEE, LEG, LEH, LEO, LGF, LHB, LIS, LLL, LLTC, LLY, LMT, LNCR, LNKD, LOV, LPL, LQD, LRCX, LSC, LSO, LTD, LWSN, LYG, LYO, M, MA, MAB, MAF, MAN, MAV, MAY, MBB, MBI, MCA, MCD, MDP, MDRX, MDY, MEG, MEN, MER, MES, MET, MET.B, MFL, MFM, MFT, MGC, MHD, MHE, MHF, MHI, MHN, MHP, MHS, MI, MIC, MINT, MIW, MIY, MJI, MLN, MMI, MMM, MMU, MMV, MNA, MNE, MNI, MNP, MO, MOG.A, MON, MOO, MORN, MOS, MPA, MQT, MQY, MR, MRK, MS, MSFT, MTB, MTG, MTLQQ.PK, MTU, MU, MUA, MUAA, MUAB, MUAC, MUAD, MUAE, MUAF, MUB, MUC, MUE, MUH, MUI, MUJ, MUNI, MUS, MVF, MVIS, MVT, MVV, MWW, MXA, MXE, MXIM, MXN, MYC, MYD, MYF, MYI, MYJ, MYM, MYN, MZA, MZF, NAC, NAD, NAN, NAZ, NBH, NBJ, NBO, NBR, NBS, NBW, NCA, NCC, NCL, NCO, NCP, NCR, NCU, NE, NEA, NEWC.PK, NFC, NFI, NFL, NFLX, NFM, NFX, NFZ, NGB, NGK, NGO, NGX, NIB, NIF, NII, NIM, NIO, NKE, NKG, NKL, NKO, NKR, NKX, NLR, NMA, NMB, NMI, NMO, NMP, NMT, NMY, NMZ, NNB, NNC, NNF, NNJ, NNO, NNP, NNY, NOC, NOK, NOM, NORW, NPC, NPF, NPG, NPI, NPM, NPP, NPSNY.PK, NPT, NPV, NPX, NPY, NQC, NQF, NQI, NQJ, NQN, NQP, NQS, NQU, NRB, NRG, NRK, NSANY.PK, NSC, NTC, NTDOY.PK, NTES, NTRS, NTX, NUC, NUCL, NUE, NUF, NUJ, NUM, NUN, NUO, NUV, NVC, NVDA, NVG, NVJ, NVLS, NVN, NVO, NVS, NVX, NVY, NWF, NWI, NWS, NXC, NXE, NXI, NXJ, NXK, NXM, NXN, NXP, NXQ, NXR, NXZ, NYF, NYH, NYT, NYX, NZF, NZH, NZR, NZW, NZX, OESX, OIA, OIB, OIC, OIH, OIL, OISI.OB, OLO, OMC, ONEQ, ORCL, OREX, ORI, ORSDF.PK, OSTK, OTP, OXPS, P, PAAS, PAGG, PALM, PBD, PBE, PBI, PBJ, PBR, PBS, PBW, PCK, PCP, PCQ, PCY, PDP, PDS, PEIX, PEJ, PEK, PEP, PEY, PEZ, PFE, PFF, PFI, PFM, PG, PGD, PGF, PGJ, PGL, PGM, PGX, PH, PHB, PHO, PHYS, PIA, PIC, PID, PIF, PIN, PIO, PIQ, PIZ, PJB, PJP, PKB, PKG, PKN, PKOL, PLD, PLND, PM, PMCS, PMF, PMG, PMH, PML, PMM, PMN, PMNA, PMO, PMR, PMX, PMY, PNC, PNF, PNI, POT, PPA, PPH, PPM, PRB, PRF, PRFZ, PRN, PSAU, PSI, PSJ, PSK, PSL, PSO, PST, PSTL, PTD, PTF, PTH, PTM, PTR, PUDA, PUI, PUW, PVI, PWC, PWND, PWO, PWZ, PXD, PXE, PXH, PXI, PXJ, PXQ, PYH, PYM, PYN, PYZ, PZA, PZC, PZD, PZI, QCLN, QCOM, QI, QID, QLD, QLGC, QPSA, QQQ, QQQC, RAA, RAI, RATE, RBS, RCL, RDC, RDS.A, REDF, RENN, RFA, RGLD, RHI, RIG, RIMM, RIO, RJA, RJF, RJI, RJN, RJZ, RL, RMBS, RNJ, RNY, ROM, RS, RSG, RSH, RSP, RSX, RTH, RTN, RVBD, RWL, RWR, RWX, RXD, RXL, RYE, RYH, S, SAA, SAI, SAP, SBI, SBUX, SCHE, SCHL, SCHW, SCMWY.PK, SCO, SCOR, SCZ, SDS, SDY, SEL, SGF, SGG, SGOL, SGP, SGQRF.PK, SH, SHLD, SHM, SHOP, SHV, SHW, SHY, SIFY, SIGI, SIL, SINA, SIVR, SKIL, SLB, SLE, SLM, SLV, SLW, SLX, SMB, SMMU, SNDK, SNE, SNF, SNV, SNY, SOIL, SOXX, SPHQ, SPLS, SPR, SPWR, SPY, SSO, SSRI, STD, STI, STJ, STLD, STM, STO, STP, STPZ, STRA, STT, STX, SUB, SUI, SVBI, SWK, SWKS, SWY, SWZ, SYK, SYMC, SZO, SZR, T, TAC, TAN, TAO, TAV, TBT, TEF, TEL, TELN, TENZ, TEX, TF, TFC, TFI, TGT, THD, THQI, TIE, TIF, TIP, TIVO, TKF, TKGBF.PK, TLAB, TLH, TLO, TLT, TM, TMX, TPX, TRAUF.PK, TRBCQ.PK, TRF, TRH, TRI, TRIP, TRV, TSL, TSLA, TSS, TST, TTF, TTM, TUP, TUR, TV, TWN, TWX, TXN, TXT, UAG, UAUA, UBC, UBG, UBM, UBN, UBS, UCC, UCI, UCO, UDN, UGA, UGE, UGL, UHN, UKF, UKK, UKW, ULE, UNG, UNH, UNL, UNP, UOY, UPS, UPW, URE, URR, URRE, USB, USD, USG, USL, USO, USV, UTX, UUP, UVG, UVT, UVU, UWM, UXI, UYG, UYM, V, VALE, VAW, VAZ, VB, VBR, VCF, VCLK, VCV, VDE, VEA, VEU, VFL, VG, VGIT, VGLT, VGM, VGSH, VGT, VHT, VIG, VIM, VKI, VKL, VKQ, VLNC, VMM, VMO, VMV, VMW, VNM, VNQ, VO, VOLVY.PK, VOO, VOQ, VPL, VPU, VPV, VRD, VSUNQ.PK, VTF, VTI, VTJ, VTN, VTR, VTV, VWO, VYM, VZ, WAG, WAVX, WCAT, WCG, WDC, WETF, WFC, WFR, WFT, WHR, WIP, WLP, WM, WMCR, WMMVY.PK, WMT, WOOD, WPO, WPS, WTZ, XAA, XBI, XES, XHB, XIDE, XLB, XLE, XLF, XLK, XLNX, XLP, XLV, XME, XNL, XOM, XOP, XPH, XPP, XRO, XRX, XSRAF.PK, XUE, Y, YANG, YCL, YCS, YGE, YHOO, YINN, YNDX, YRCW, YUM, ZION, ZMH, ZNGA, ZROZ, ZSL
  • Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1 [View article]
    OT, agree - I was also surprised by Shaun's view that the transition is happening so fast. It's a lot of fun interviewing smart people like Shaun - I learned a ton.
    Dec 5 03:29 PM | 0 Likes Like |Link to Comment
  • iPhone 4S: A Game Changer [View article]
    This reminds me of the process described here: http://bit.ly/phRlOE
    Oct 8 07:49 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    On Apple's quarter: So much of this stock's performance is about optimism about future products and sales, rather than current sales and profits.

    Steve Jobs understands this well. His key quote last night: "We have amazing new products still to come this year." It's hard to sell or short a stock when you hear that sort of thing.

    Proof that smart investors are looking ahead to new products: the top search on the AAPL transcript is "iAd": seekingalpha.com/artic...
    Jul 21 08:25 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    IBM's in-line EPS + revenue miss is a big deal, because this is a company which is expert at smoothing EPS to meet consensus, but revenue is less easy to control. In other words, this is a significant miss.

    Given the size of IBM, this probably indicates that the tech sector is less strong than the recent results from INTC and ORCL suggested. Given the weakness in the stocks of other tech leaders (eg. GOOG), it makes me more cautious about tech overall.

    Note also that IBM will have a meaningful impact on the Dow today: seekingalpha.com/news/...
    Jul 20 09:39 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I wouldn't say the newsflow is mainly negative. Today's Wall Street Breakfast includes 3 acquisitions, 1 potential acquisition (BP), and strong export results from China. Net sentiment from today's stories is probably positive, no?
    Jul 12 07:56 AM | 5 Likes Like |Link to Comment
  • Is Amazon's Kindle Already Irrelevant? [View article]
    babyfacemagee,

    Ground rules for commenting on Seeking Alpha: Express whatever opinion you want to, but don't insult authors or other commenters. If your comments are reported as abusive they may be deleted.

    Seeking Alpha's goal is to help people invest, and we care a lot about the tone and civility of discussion.

    David
    Jul 9 02:46 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Old Trader -- thank you - excellent points.
    Jul 3 05:07 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Can you explain why a rising percentage of fleet sales are a problem? Couldn't that indicate that the recovery is being driven by firms, whereas consumers are still rebuilding their balance sheets?
    Jul 2 10:48 AM | 2 Likes Like |Link to Comment
  • 9 Questions About the Apple Tablet's Potential [View article]
    I saw the Sports Illustrated demo of how it could be displayed on a tablet, and it's remarkable: www.youtube.com/watch?...

    Totally different from a standard website.
    Jan 4 05:48 AM | 3 Likes Like |Link to Comment
  • Five Key Quotes from Apple's Conference Call [View article]
    optionsgirl, the market took the issue of Steve Jobs' health very seriously; I'm not agreeing with that, but hopefully providing some info on why. Jobs turned Apple around -- it was only when he returned to run Apple that it started its real recovery. So the Street views him as a key element in Apple's success, similar to Mark Hurd at HP and Jim Cramer's involvement with TheStreet.com.
    Jul 22 04:35 PM | 0 Likes Like |Link to Comment
  • Five Key Quotes from Apple's Conference Call [View article]
    Hexman, the quotes aren't from the press release -- they're from the conference call transcript, which fewer people saw but contains a lot of key info.
    Jul 22 04:10 PM | 0 Likes Like |Link to Comment
  • Under The Radar News - Thursday [View article]
    The FT article on laptop vendors is uncannily similar to this:
    Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
    seekingalpha.com/artic...

    which Seeking Alpha readers got 20 days earlier.
    :-)
    Jan 31 05:54 PM | 0 Likes Like |Link to Comment
  • Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors? [View article]
    Monty, I'm not saying that this proves that Apple's laptop sales will be weak. In fact, the Apple stores I visited during the run up to the holidays were always mobbed.

    I'm just saying that the Amazon lists are based on real data, so they shouldn't be ignored. At the very least, they require some thought and explanation, not a knee-jerk reaction.
    Jan 2 01:31 AM | 0 Likes Like |Link to Comment
  • Apple Cuts iPhone Price by $200, Introduces ‘Best iPod Ever’; Shares Fall 5% [View article]
    CNBC said Apple's stock was down after the announcement because investors thought the lower priced iPhone would mean lower profits for Apple. But I'm not sure that makes sense: the lower priced iPhone should significantly expand the market and ultimately lead to greater profits. So I think you're right: the stock was down because investors bought ahead of the news and sold when the news was released. Which brings me to a wider point: these news briefs are really excellent, and it's wonderful to have you as a writer on Seeking Alpha, Roy. Little (or not so little) nuances like why Apple's stock sold off show that you really understand the stocks, not just the news stories.
    Sep 6 12:55 AM | 0 Likes Like |Link to Comment
  • The Options Scandal Hits Apple and CA, Equinix and Intuit [View article]
    News is breaking now -- 10 months after this news brief was written -- that former Apple CFO Fred Anderson has issued a statement blaming Steve Jobs for backdated options grants. I still think that investors are underestimating the risk of the options issue to Apple's stock...
    Apr 24 01:40 PM | 0 Likes Like |Link to Comment
More on AAPL by David Jackson
COMMENTS STATS
864 Comments
709 Likes