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Bill Maurer

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  • Apple: Why The Cash Issue Is So Important [View article]
    While that might be true in some respects, Apple said that about 2014, and I don't believe the $12 billion this year was international. We'll see how this plays out going forward, but we can all agree that repatriation at low rates would be a good thing.
    Jul 8 01:11 AM | 2 Likes Like |Link to Comment
  • Apple: Why The Cash Issue Is So Important [View article]
    But having too much cash in the wrong area is a problem.
    Jul 8 01:00 AM | 2 Likes Like |Link to Comment
  • Apple: Why The Cash Issue Is So Important [View article]
    How can you say interest rates are not rising for Apple when I clearly showed above how the interest rates were significantly higher in 2014 for Apple, even though the company took out less money?
    Jul 8 01:00 AM | 6 Likes Like |Link to Comment
  • Dendreon May Still Be In Play [View article]
    If that's the case with Deerfield, perhaps you should post the same comment on the new DNDN article that focuses on Deerfield.
    Jul 7 06:36 PM | Likes Like |Link to Comment
  • What Does Dendreon Need To Succeed? [View article]
    Agree that CEO transparency is not the main issue, but it is an issue. The conference calls have been a complete joke at times, and if you read any message board on DNDN, they want Johnson's head on a pike. Had DNDN been a little more transparent on some issues over the last few years, I think investors may have had a little more faith in the stock.

    Wanted to cover a number of DNDN issues, all of which are important. The degree to which each item is important is another debate, and not the main point of the article.
    Jul 7 12:41 PM | Likes Like |Link to Comment
  • What Does Dendreon Need To Succeed? [View article]
    Never said it was inevitable. Just said that the likelihood has increased over time. When DNDN had $700 million in cash and investments, it had more than enough to cover the notes. At just $170 million (and decreasing), it doesn't.
    Jul 7 12:39 PM | Likes Like |Link to Comment
  • What Does Dendreon Need To Succeed? [View article]
    My response was that an accountant would be needed to determine the potential value as to one buyer versus another. Tax law is complex, and depending on what country the acquirer(s) are from, there could be a level of complexity here far greater than the average investor could comprehend.
    Jul 7 11:56 AM | 2 Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    New form factor phones cost more. That's why Apple wants to raise prices. If not, margins will decline.
    Jul 3 09:06 AM | Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Then margins take a hit.
    Jul 2 11:53 PM | Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    With 40 million sales, even if Apple loses out on a few hundred thousand, it is something. That's what the Apple bears will tell you.
    Jul 2 11:52 PM | Likes Like |Link to Comment
  • 3D printing stocks skyrocket as tech short-squeeze continues [View news story]
    the company did just have a secondary, so it is possible that some people got in on that and did provide capital for the company.
    Jul 1 10:16 PM | Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    BA currently trades for 15.3 times 2015 expected EPS. At that valuation, Apple is worth about $105 based on fiscal 2015 expected EPS currently, which is basically what my PT is.

    As bad as GOOG's earnings reports have been, the company does offer a lot more growth potential, and the fact that Apple usually issues disappointing guidance does not help Apple's case.

    Apple doesn't have the cash currently for another $50 billion in buybacks and a 3% yield, not without repatriation or a lot of debt.
    Jul 1 02:22 PM | Likes Like |Link to Comment
  • 3D printing stocks skyrocket as tech short-squeeze continues [View news story]
    Been detailing this potential short squeeze for weeks, and investors have surely been rewarded. $SCTY was also the other name I detailed, and it's up about 40% as well.
    Jul 1 01:19 PM | 2 Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Your $150 price target is a HUGE assumption, one that most likely will not come true as shares have already moved massively.
    Jul 1 11:28 AM | Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Of course repatriation would be better than the Dow, just given how much cash Apple has overseas. As for the 1 in 7 chance, depends on your time frame. With this article primarily focused on just the rest of 2014, I think the chance is much lower. But if you were talking about the next 5 years, that's a different story.
    Jul 1 09:07 AM | 1 Like Like |Link to Comment
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