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Bidness Etc

 
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  • Why Apple Will Miss Earnings And Trade Below $600 [View article]
    A good brand/company doesn't mean the stock is a buy as well.
    Oct 24, 2012. 05:27 PM | 1 Like Like |Link to Comment
  • Why Apple Will Miss Earnings And Trade Below $600 [View article]
    Earnings estimates are too high which causes the fwd p/e to look this cheap
    Oct 24, 2012. 05:25 PM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Huge cash reserves is a norm in the technology sector. Apple has approximately 20% of its market cap as cash now compare that with the 'so called' failed companies RIMM and Nokia. Rimm has 2.3 billion in cash on a market cap of 4.25 billion that makes 54% of market cap. Nokia has a net cash of 5.8 billion which is 61% of its 9.5 billion market cap.
    Oct 9, 2012. 10:09 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Large cash reserves is a norm in the technology sector. Apple has approximately 20% of its market cap as cash now compare that with the 'so called' failed companies RIMM and Nokia. Rimm has 2.3 billion in cash on a market cap of 4.25 billion that makes 54% of market cap. Nokia has a net cash of 5.8 billion which is 61% of its 9.5 billion market cap.
    Oct 9, 2012. 10:08 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Apple has approximately 20% of its market cap as cash; now compare that with the 'so called' failed companies RIMM and Nokia. Rimm has $2.3 billion in cash on a market cap of $4.25 billion that makes 54% of market cap. Nokia has a net cash of $5.8 billion which is 61% of its 9.5 billion market cap.
    Oct 9, 2012. 10:07 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Can everyone please relax about Apple's Cash. Please. Here is our one comment that everyone should read before reading other comments:

    Most comments are focused around the high value of cash that is hoarded by Apple. On the contrary large cash reserves is a norm in the technology sector. Apple has approximately 20% of its market cap as cash; now compare that with the 'so called' failed companies RIMM and Nokia. Rimm has $2.3 billion in cash on a market cap of $4.25 billion that makes 54% of market cap. Nokia has a net cash of $5.8 billion which is 61% of its 9.5 billion market cap.
    Oct 9, 2012. 10:06 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Most of the people here are long AAPL, so its pretty normal to see such a response. No one wants to believe that AAPL should get industry valuations in a post Steve Jobs world. Well, i-phone 5 launch should be enough to support our thesis.
    Oct 9, 2012. 09:21 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    The unemployment rate has recently fallen!!
    Oct 9, 2012. 09:18 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Well the company you haven't heard about is manufacturing tablets for Google whose PE you are adding to calculate competitors P/E. I think that says enough
    Oct 9, 2012. 09:17 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    If you read our recent articles on Apple we have clearly mentioned that the company has more than 100 billion in Cash. Coming back to conspiracy part, I want to ask you was Apple Maps, scratchy body and purple photos are an outside conspiracy? We have always been an advocate of making money from Apple but in highly competitive market we believe analysts are overestimating Apple sales and this has the worst impact on the individual investors who do not have the time to conduct in depth analysis of their own. Therefore we have been advising individual investors to look elsewhere for profit as in our opinion for now Apple has peaked. As they say Individual investor is right in the middle never on the extremes.
    Oct 9, 2012. 08:27 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    FRPT, cash is $124 per share. We even gave the calculation
    Oct 9, 2012. 07:45 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    A little digging would reveal to you that Amazon does not benefit directly from their Kindle sales but in fact sells them at cost or below cost to support its online merchant business. So you can understand why we have not included AMZN PE in our sum of parts analysis.
    Oct 9, 2012. 07:42 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    $30 was just a typo. using last announced cash reserves of $
    117 billion and shares outstanding of 937 million, we can calculate cash at $124 per share
    Oct 9, 2012. 07:38 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Ismi, $30 was just a typo. using last announced cash reserves of $
    117 billion and shares outstanding of 937 million, we can calculate cash at $124 per share
    Oct 9, 2012. 07:37 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    The iPhone 5 has competition from S3 and Lumia 920, while both wont sell as much as iPhone 5 but still the profit margins would shrink in the long run (Apple will have to integrate more expensive technologies in iPhone to compete) On the other hand there are dozens on generic tablets in the market and Nexus, Kindle, Surface and Galaxy are very solid competitors to iPad or rumored iPad mini. We believe in such a highly competitive market profit margins will come down so will growth targets and therefore it warrants valuations more in line with industry
    Oct 9, 2012. 07:36 AM | 5 Likes Like |Link to Comment
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