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Bachar Samawi

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  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    goofydon, it is sometimes difficult to determine what drives consumers' brand preference.

    It is also a personality matter; as Canadian Red Neck states, he is brand indifferent, while someone else may be an Apple believer.... In any case, what ultimately matters is user experience; from a design perspective, functionality perspective, integration usability, etc... On such fronts, Apple has excelled, and although it has had some hick-ups, it has always acknowledged its shortcomings, addressed them and fixed them.
    Oct 8 02:37 PM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Thank you for your perspective relayer75. Apple should indeed outperform the S&P500 index, as it has previously done...
    Oct 8 02:29 PM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Thank you for your comment Canadian Red Neck. Naturally, Apple products are not as pricey as Rolls Royce etc... However, on a relative basis, when one can spend as little as $30 on a cell phone, but chooses to spend as much as $700 instead, it certainly has to do with the functionality, but it also has to do with status...

    One must remember that status is not reserved to the ultra-wealthy. For example, students who are in middle school and high school also feel they must have the iPhone; it has to do with their "peer status"...
    Oct 8 11:47 AM | 2 Likes Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    It does make sense for Apple to invest in its suppliers in order to provide production capital. As far as buying a supplier outright, it is actually better for Apple to stick to its own business, as it may not be best suited for actually managing a manufacturing facility in China or elsewhere...
    Oct 8 11:29 AM | 5 Likes Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Thank you for your comment Bugsyjak. Indeed Apple products do create a multiplier effect; you start with one, and due to the positive experience, you find yourself buying other Apple products, as well as upgrading to newer models....
    Oct 8 10:46 AM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Indeed zenzin there is a mystique attached to Apple... Good for you that you have been able to do well trading Apple shares....
    Oct 8 10:38 AM | Likes Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    You make some good points richbar. However, as per article, combined with all other factors listed, I do believe that earnings will be above the average of $53/share, which will also imply forward growth above your stated 10% level.

    By the way, to me the most important information provided by examining trailing 5 years growth is an indication of a company's ability to execute and deliver; it is a track record. Meanwhile, I rely predominantly on forward P/E ratio for valuation purposes.
    Oct 8 09:54 AM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Thank you for your comment InvestRite#1.
    Oct 8 09:33 AM | Likes Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    worldclass777, due to Apple's low short interest ratio, it is not unusual for it to experience short dated large drops. However, it has also shown a history of recovering from such drops...

    This morning's drop was expected in the article, as sellers follow on selling through the breach of the 50-day moving average; I believe it is an opportunity to buy on such sell signal, as I do not believe such sell signal will last...
    Oct 8 09:24 AM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    As they say Lloyd, imitation is a sign of admiration...
    Oct 8 09:20 AM | 1 Like Like |Link to Comment
  • 9 Reasons Apple Shares Will Make New Highs, Again [View article]
    Thank you for your comment ramzi15. Indeed that is a good level to get in, as it seems we are trading around $646 at this time prior to the market's open.
    Oct 8 09:19 AM | 1 Like Like |Link to Comment
  • Apple Insider Trading History: Interesting, In A Non-Obvious Way [View article]
    Apple has sold out of the i-Phone 5. When a company sells out of a product, then its product demand is not hype - it is real...

    It is actually advantageous to Apple to sell out, as it would create a bigger crave by potential customers. Naturally, this is as long as there are no serious supply problems; which in the case of Apple, serious supply problems are highly unlikely...
    Sep 26 11:03 AM | 1 Like Like |Link to Comment
  • Can The Dollar Boost Apple Shares? [View article]
    The bottom line is that Apple may have underestimated its expected fiscal Q4 2012 earnings for the quarter ending in September 2012 by as much as $525 Million...
    Sep 24 01:57 PM | Likes Like |Link to Comment
  • Apple: $700 Done. $800 When? [View article]
    You make some very good points GrubberMark, and indeed, I have been also weary of the macro environment.

    Some would say that the move in the price of any stock is typically supported 40% by the stock itself, 30% by the sector's performance, and 30% by the overall market performance. If one believes in such ratios, then in case of poor performance by the overall market as well as the sector, then it would be difficult for the stock to overcome such hurdles based on the company's own performance.

    However, in the case of Apple, many believe that perhaps such ratios do not necessarily apply to Apple. Many would believe that Apple is now driving the indices, and one of the main reasons we did not see an early summer sell-off was due to Apple's i-Phpne 5 announcement. Hence it is a matter of: "what comes first, the chicken or the egg?..."

    Due to Apple's global scale, I do believe that at the current time, it is largely hinging on the success of i-Phone 5, and early indications are very favorable. Once that starts fading, then it might be the mini-iPad, then it might be the Christmas season, etc... I haven't even mentioned the general favorable environment attributed to the Fed, which does seem to have many believers...

    Hence, given the current product cycle for Apple, its somewhat reasonable P/E ratio, and the fact that Apple seems to be driving the indices, and not the other way around, then as long as i-Phone 5 sales are strong, it will be tricky to play the pull-back at this time... It would have made more sense to play the pullback when the success of the i-Phone 5 was still lacking actual sales numerical support, as well as when there was a possibility for a market pullback as occurred last year during summer 2011, but that certainly did not materialize this year....
    Sep 23 02:41 AM | Likes Like |Link to Comment
  • Apple: $700 Done. $800 When? [View article]
    The 700 strike could act as a magnate, with about 31,700 contracts in open interest on the calls and about 10,500 contracts in open interest on the puts.

    The main catalyst during the next few days will be any early indication for i-phone 5 sales during the first week, as well as early sale leads at the stores. If Apple shows signs that it will exceed 5 to 6 million i-Phone 5 sales during the first week by Friday, then we could actually depart north of the 700 strike...
    Sep 20 02:34 AM | Likes Like |Link to Comment
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