What Financial (Investment) Websites Do You Use?

[Scott Campbell]

The rumor has it that Apple wants to put the kibosh on Android quickly, and they intend to do it by going for market share and get on all 4 of the big carriers in US, and then the bigger regional ones as well like US Cellular. That would be great news if that happens.

Best case for the iPhone is that it regains it's market share lead. But it's never going to put the kibosh on Android. It would take some sort of innovative disruptive technology to replace either of these two at this point. IMO.

[Patler]

... Also, how many Android users will be repeat buyers? I can't imagine many non-nerds. Meanwhile, I haven't met a person who has switched from an iPhone beyond monetary reasons, and since Android costs the exact same, I don't foresee them jumping ship.

Interesting, because I know several. All were frustrated with the slow fixes on their iPhones for known problems. They convinced me to go with an HTC Inspire just recently. (Which, by the way, will be the subject for a new thread I am starting!)

[Bretsky]

Patler or any stock sharks..........curious if you have a view on two pretty attractive tech stocks long term

Applied Materials (AMAT) or Taiwan Semiconductor (TSM)

I am up a decent amount on AMAT but am leaning toward rotating that money into TSM.

[3irty1]

I'm surprised that nobody has mentioned prosper.com yet. Its essentially ebay for loans. You can borrow or invest with the interest rates being decided by the borrowers/investors in a dutch auction system. I advise anyone to take a look. I've had a great experience both borrowing to fund an idea and investing in those of others.

[Patler]

Patler or any stock sharks..........curious if you have a view on two pretty attractive tech stocks long term

Applied Materials (AMAT) or Taiwan Semiconductor (TSM)

I am up a decent amount on AMAT but am leaning toward rotating that money into TSM.

You must have owned AMAT for quite a while, if you are up a decent amount. Did you buy last summer? I had never looked at either in any detail before. The dividends are a bit of a bonus for TSM, aren't they? Around 4% at current price, much better than the industry average. Both look decent, just not sure if there is anything that would be a trigger for me to buy. Recent earnings reports have met expectations, but not exceeded by much. Both look like they could be market followers. Any reasons you think they might exceed the market?

[Partial]

Patler or any stock sharks..........curious if you have a view on two pretty attractive tech stocks long term

Applied Materials (AMAT) or Taiwan Semiconductor (TSM)

I am up a decent amount on AMAT but am leaning toward rotating that money into TSM.

TSM is getting the Apple contracts allegedly for the next gen of chips. This would be a smart buy.

HTC is a good buy but they don't trade in America. I've thought long and hard about it in the past but it's not worth the headache for me as I can't do it on tradeking.

Buy AAPL. Cannot stress this enough. I've done a ton of research on this and am confident in saying 200% return within the next 2 years is probable. The stock price has been relatively stagnant due to Steve's health, but eventually investors will get over that and recognize what a cash cow the company is. You don't have a PEG ratio where they do and not see huge returns.

[Patler]

Buy AAPL. Cannot stress this enough. I've done a ton of research on this and am confident in saying 200% return within the next 2 years is probable. The stock price has been relatively stagnant due to Steve's health, but eventually investors will get over that and recognize what a cash cow the company is. You don't have a PEG ratio where they do and not see huge returns.

I have a fair size chunk of AAPL, and am quite optimistic about it. But, I think expecting a 200% return in the next two years is a bit far fetched. That would mean the stock would sell for over $1000/share, since it is around $350 right now. I expect more like the $500-$600 range.

[Patler]

HTC is a good buy but they don't trade in America. I've thought long and hard about it in the past but it's not worth the headache for me as I can't do it on tradeking.

I wouldn't be too quick to buy any HTC stock right now. You piqued my interest, so I checked. It looks like they've been in a bit of a free fall and even hit the market's limit on declining stock. Apparently the analysts are not impressed with an announced acquisition, and "Sell" recommendations are coming out. Could be a good buy if and when it stabilizes, assuming the acquisition is not the dead weight the analysts seem to think it is. I won't buy just yet, after it dropped nearly 7% today.

[MJZiggy]

I wouldn't be too quick to buy any HTC stock right now. You piqued my interest, so I checked. It looks like they've been in a bit of a free fall and even hit the market's limit on declining stock. Apparently the analysts are not impressed with an announced acquisition, and "Sell" recommendations are coming out. Could be a good buy if and when it stabilizes, assuming the acquisition is not the dead weight the analysts seem to think it is. I won't buy just yet, after it dropped nearly 7% today.

Let me know when it hits rock bottom...

[Freak Out]

I was surprised to hear S3 still existed....not surprised to hear a relative of a HTC board member runs it. That said...HTC is a good company....let it slide then buy it up.

[Partial]

I have a fair size chunk of AAPL, and am quite optimistic about it. But, I think expecting a 200% return in the next two years is a bit far fetched. That would mean the stock would sell for over $1000/share, since it is around $350 right now. I expect more like the $500-$600 range.

Just about every analyst has it going for 550 or so by January. It's ridiculously under valued right now. With their growth and the PE, lots of people think over the next few years 1000 is easily a possibility!

I have a coworker who is obsessed with Chipotle stock. I don't know why. He is convinced this is going to make more the AAPL since AAPL has been stagnant lately, but you look at the 53 PE for Chipotle and 17ish of AAPl, and 2+ peg of Chip versus .65 for AAPL, and the numbers bear out that as long as Apple continues on their trajectory it's a very, very smart buy.

I'm extremely confident in Apple. I have my 401k diversified by ING, but for the rest of my investments I own a butt load of one stock: AAPL, and a little bit of GE too.

[Bretsky]

Lots of rumors AAPL is going to throw Sumsung to the curb and start using TSM. Even without that this seems like a stable stock with quite an upside and a decent dividend.
Cash Rich as well.

Rumors and ethereal reports would have it that tech juggernaut Apple (Nasdaq: AAPL ) is about to cut ties with Korean all-rounder Samsung at its earliest convenience. The rumor mill suggests that Apple's A6 processors, which will be the heart of the 2012 generation of iPads and iPhones, will move out of Sammy's factories and into the cozy new production digs at Taiwan Semiconductor Manufacturing (NYSE: TSM ) .

A COUPLE NICE ARTICLES

http://msn.fool.com/investing/general/2011/06/29/will-taiwan-semiconductor-manufacturing-earn-or-bu.aspx?logvisit=y&source=eedmsnlnk0010001&published=2011-06-29

http://msn.fool.com/investing/general/2011/06/15/this-is-asias-best-chip-stock.aspx?logvisit=y&source=eedmsnlnk0010001&published=2011-06-15

http://seekingalpha.com/article/273435-5-cheap-technology-titans-offering-substantial-dividends?source=msn

[Bretsky]

You must have owned AMAT for quite a while, if you are up a decent amount. Did you buy last summer? I had never looked at either in any detail before. The dividends are a bit of a bonus for TSM, aren't they? Around 4% at current price, much better than the industry average. Both look decent, just not sure if there is anything that would be a trigger for me to buy. Recent earnings reports have met expectations, but not exceeded by much. Both look like they could be market followers. Any reasons you think they might exceed the market?

no, end of 08 when fear was running rampant I got in at a bit over $8 a share
Not a great return in 2.5 years but not bad either. It's about 13.50 now.

IF ONLY I'd have bought a bunch of stocks at that point

[Bretsky]

Just about every analyst has it going for 550 or so by January. It's ridiculously under valued right now. With their growth and the PE, lots of people think over the next few years 1000 is easily a possibility!

I have a coworker who is obsessed with Chipotle stock. I don't know why. He is convinced this is going to make more the AAPL since AAPL has been stagnant lately, but you look at the 53 PE for Chipotle and 17ish of AAPl, and 2+ peg of Chip versus .65 for AAPL, and the numbers bear out that as long as Apple continues on their trajectory it's a very, very smart buy.

I'm extremely confident in Apple. I have my 401k diversified by ING, but for the rest of my investments I own a butt load of one stock: AAPL, and a little bit of GE too.

Embrace the Cloud !!!!! I'm a bit surprised you are not more intrigued by some of those future high flyers....IMHO
I think Apple is an incredibly sound investment though; it will run plenty more.

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Embrace the Cloud !!!!! I'm a bit surprised you are not more intrigued by some of those future high flyers....IMHO
I think Apple is an incredibly sound investment though; it will run plenty more.

I only believe in investing in things that I 100% understand and am confident in. By all accounts, Apple is a sure thing. The apple stock is going to get us a nice house in Elm Grove/Brookfield area.

I couldn't tell you nearly enough about what companies are doing with the cloud. When I think of Cloud Computing, I think of the following things (crazy brainstorm of a nerd)

Amazon (Elastic Computing Cloud)
Google (App Engine, Everything else they do)
DropBox
iCloud (Apple's cloud push synching)
Salesforce (Sales dashboard/organization software)
Basecamp (Project management software)
Jive Social Business Software (Self explanatory)
Twitter
Facebook

I'm sure there are more, but that's the list in about two min off the top of my head.

What are some companies you're looking at in this realm and what are they doing to cause disruption?

I'm all about the cloud as a developer as software as a service is clearly the future. To me, it's not really a new thing, companies have been doing this for years now, but the term does seem to be going mainstream.

I can tell you this: cloud computing is making the entry cost of developing and distributing software much, much, much lower than it had to have been 10 years ago. It's cheap to start a business if you can write code and do some design work. All it takes is an idea.

I'm still big on ARMH. A coworker of mine is very big on Imagination Technologies but I think they're too expensive right now. I think he made quite a bit of money there. This probably goes hand in hand with ARMH as they make the best graphics processors for mobile stuff. Apple and Samsung both use them, and they are making/selling a heck of a lot of processors. TI's OMAP chips may use them as well.

Another coworker is obsessed with Chipotle stock. While CMG has gone up lately, it's PE and PEG are out of sync and all signs point to it being over-valued right now.