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Bert Danner  

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  • Apple Earnings Estimates For Q3-12 [View article]
    Nicu,
    Excellent work. I think you have it right. 4S was on sale for three weeks at China Telecom last quarter and three months this quarter. There is a significant list of similar evidence to support $13. I am at $12.5 - $13 (also trying to reign in the longer-term trend when predicting quarterly numbers).
    -Bert
    Jul 19, 2012. 02:06 AM | 2 Likes Like |Link to Comment
  • Deflation's Back, And Stocks Just Don't Get It [View article]
    Hi Graham, very well put together article. Especially convincing. I would offer a slightly different take on Gold. Gold RISES with fear of systemic risk and rear of inflation.
    So the way I would phrase that sentence is this, "Even Gold, which has been rising for two years on fear of systemic risk and possible future inflation, is sucumming to the ever increasing force of the deflationary wave that is beginning and will overpower everything else."
    Dec 19, 2011. 01:33 PM | 1 Like Like |Link to Comment
  • How To Properly Use Apple's Guidance To Accurately Forecast Earnings [View article]
    Respectfully, having been studying Apple intensely for many years both as an IT executive and financial analyst, most Wall Street analysts and many amateur bloggers Do Not Understand the situation.
    So your piqué is really about Political Correctness. I personally find it refreshing, and enjoy someone with the courage and candor to unabashedly tell it straight. Just IMHO.
    Dec 12, 2011. 07:03 PM | 3 Likes Like |Link to Comment
  • How To Properly Use Apple's Guidance To Accurately Forecast Earnings [View article]
    Well Done! It was refreshing to read your sensible and well thought out article. The "Street" is so confused regarding Apple, and this lack of understanding contributes to the absurdly low valuation accorded the company. The prevailing underestimation of Apple's present and future growth rate is astonishing. Thanks for writing this - it is a good day when we get to read insightful information regarding Apple.
    Dec 12, 2011. 04:15 PM | 2 Likes Like |Link to Comment
  • Apple: The Time to Buy Has Passed [View article]
    I've been in IT since the early '80s and have followed all these companies since they came public. As for as investment success, I have never done well selling the winners and buying the loosers just because some day the tide will change. Your article is sophmoric and conceptual rather than a proper assessment of changing paradigm in IT, especially with regard to consumer technology. Good luck.
    Jul 24, 2011. 03:22 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
19 Comments
54 Likes