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Albert Alfonso

 
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  • Apple's Last Chance To Dominate The High End [View article]
    Ashraf,

    A "crack" or an actual fact? It absolutely does have to do with the article as your conclusion noted that apple was "Dead money at best."
    Jan 6 01:34 AM | 6 Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    Ashraf,

    Obviously I did, hence my reply.

    If you want a more specific critique I would argue you are not making a good case with the market share data.

    Apple is a US focused company while Samsung is more international. Of course Samsung is going to do well overseas, that is their territory. You should be incorporate US market share data to get a better picture.

    Also, you are missing a key detail: Apple's volumes grew y/y. This was the case even with the "smaller" 5s. Size of phones is only one factor for consumers.
    Jan 6 01:10 AM | 13 Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    Apple is hardly dead money. Instead it has faced PE contraction as its growth prospects decline. It is simply too big to grow fast and is priced with an appropriate PE ratio. Also, Apple is number one where it counts, namely the US.

    Want an example of dead money? Take a look at Intel's 10 year chart.
    Jan 6 12:38 AM | 11 Likes Like |Link to Comment
  • Apple Proves That Cheap Stocks Often Get Cheaper [View article]
    richbar,

    let us assume that Apple's EPS declines 25% for 2013 compared with 2012 (which is a big assumption btw), the company earned $44 last year, so this leaves us with EPS of $33, for a PE of 13.. for a comparsion, KO has close to a 20pe
    Mar 8 09:40 AM | 3 Likes Like |Link to Comment
  • Apple Proves That Cheap Stocks Often Get Cheaper [View article]
    bgold,

    Apple cannot afford to share space with Samsung in the "top tier" smartphone market.. the iPhone is Apple's cash cow
    Mar 8 09:34 AM | 1 Like Like |Link to Comment
  • Apple Proves That Cheap Stocks Often Get Cheaper [View article]
    pagreen,

    I totally agree with you on PGH... http://bit.ly/Z5mfTe

    Long PGH

    I really do hope that Apple raises its dividend soon. an increase to 40% of TTM eps would give apple a 4% yield...
    Mar 8 09:25 AM | 2 Likes Like |Link to Comment
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