Time to take your money and run... 

Well BAC still have USD 1.3 trillion of mortgage related debts (based on mark-to-model)that is currently having thousands of ongoing litigation in the US, mostly due to Countrywide Financials. So the losses is not yet accounted for and may/may not materialise in the future. The balance sheet is very complicated and hard to understand the true picture of the company:stars:

On the plus side it is selling at 0.3x BV and have USD 0.68 trillion in cash. Worth a bet?

Nah, I skipped Apple for almost 1 year now.
better options out there.

You can even look at NOKIA (NOK) or RIMM (Still a fund manager favorite)

http://www.cnanalyst.com/2012/02/top-10-mo...eb-05-2012.html

3.73 +0.74 (24.65%
2nd straight day rising.. DUH, why I forgot this one.

I'm eyeing Nokia's options, not the mother share. There is still HOPE for NOKIA.

Haha. Then why not buy the OPTIONS, the cheapest entry to it?

Buy 1 lot enough ma.
So what's your take on APPLE in JAN 2013? 500$? 475$?
It was just $5.00 last 2 months
500 call options

Check the spoiler

http://finance.yahoo.com/q/rr?s=IBM+Research+Reports ?

Here's what I got from my broker..

Earnings Summary
On 1/19/2012, IBM reported 4 quarter 2011 earnings of $4.71 per share. This result was in-line with the consensus of the 24 analysts following the company and beat last year's 4 quarter results by 12.68%.
The next earnings announcement is expected on 04/17/2012.

S&P MAINTAINS STRONG BUY OPINION ON SHARES OF INTERNATIONAL BUSINESS MACHINES
22 days 1 hours 8 minutes ago - Standard & Poor's
IBM posts Q4 operating EPS of $4.71, vs. $4.25, $0.09 above our estimate. For 2012, we look for revenue growth of 2%, as the company benefits from acquisitions, as well as strong gains in the software segment and in emerging markets. However, we expect the hardware segment to continue to lag. We see an incremental widening of operating margins this year on improved productivity and a favorable sales mix. We are lifting our 2012 EPS forecast $0.02 to $14.93 and introducing 2013's at $16.41. We reiterate our P/E-based 12-month target price of $205.  IBM's PE ratio is below the Computer Services industry average and signals that investors are not willing to pay a premium for this stock. However, during the past year, earnings growth has lagged its historical five year growth rate.

can think of only one : http://www.nyse.com/listed/spg.html

This stock hardly even crash!

http://www.nyse.com/about/listed/lcddata.h...&ezd=1Y&index=5

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Added on February 22, 2012, 12:31 amAdd : http://www.google.com/finance?q=SPG

now at historic high!

Look at the 2 years chart!

Who's "they" ?

I say.. it all depends on the banks.. they're still holding a bunch of "foreclosed" properties
yet to be unloaded in the market. Watch them.  Hopefully, 2012 is the bottom..

Seriously, I don't think the REITs are rebounding yet in US. Recent Toll Brothers report is a tell-tale we're not there yet but HD report is promising.

I'm going to US this May/June timeframe for job interview and investor conference. I will be able to do more research as I talk to my counterpart.

Tonight: The jobless claims is ok.. no rise or left unchange but the moving averages are moving down (that's good).
Watching AAPL and LNKD tonight. 

Not sifu,
but my opinion is they want to increase the confidence from investor. A lot of banks in Us in these years since 2007/08 cut out their dividend by large amount. well most of the US bank if you noticed all still stuck in the level of 2009.
The regulation in US had set tougher rule for bank through volcker rule and Basel III to increase the reserve requirement from banks. Beside they also some of the business used to be generating profit for bank.

Too much cash doesn't mean they wont fail the stress test. The purpose of stress test is to test whether bank can withstand with financial shock. They key question what capital is used to withstand those financial shock. some of the capital may NOT BE QUALIFIED since the new rules have been imposed. For example, Hybrid equity which compose of equity and debt always ambiguous for the purpose of reserve capital. Increase equity from investor in order to meet those stress test is a huge cost since investor see DIVIDEND as  compulsory (which is very costly in perspective of bank) consistently.

my 2 cents correct me if I am wrong

I hate to say this but you have not research much about the company and the product before commenting. You will know who stole the idea of IOS and mobile patent if you follow the lawsuits AAPL and Oracle is involved in.

SInce you are such an AAPL hater. Why Dont you try to short AAPL? or load up some Put calls? Put your money where your mouth is! The sooner the better. Next Tuesday will be the earnings date for AAPL, do it before its too late.

800 price before end of the year is possible. In fact in case of a bull run. I am up to a 4 digit valuation. A $50 EPS with a 20 PE ratio will seal it.

AAPL products command a premium compare to their competitors because of the ease of use and the ecosystem. No doubt spec to spec there are cheaper products out there compare to the iphone but iphone is the only product that could command such a premium.

AAPl has a gross margin of 40% and net margin of 25%. Please show me another electronic company which has the same margin.

good pricing for APPLE.

Hello $500

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Added on May 5, 2012, 7:57 pm

yes, I'm.