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Bill Maurer

 
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  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Hmm. Wasn't referring to you. I was replying to someone else who had a very long post that I guess has been deleted since.
    Jun 10 06:44 PM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    I think you missed the point of this article and the series it was part of.
    Jun 10 06:12 PM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Well they have a pretty good search business that is very high margin and running at a very good growth clip, well above that of Apple.
    Jun 10 04:07 PM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    I tend to not own anything I write about. Google is probably where it needs to be, I haven't done a full workup on it recently though.
    Jun 10 12:00 PM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    But I've repeatedly said in this article and others why the move up was made. Again, I'm still positive on Apple, but I'm just a bit concerned when I see all of these people, including more again in this comment section, that think Apple is going to $150 in a short period of time.
    Jun 10 11:59 AM | 1 Like Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Fiscal 2016 may depend on if interest rates rise - if they do, Apple may not take out more debt for buybacks.
    Jun 10 09:14 AM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Apple does not have stellar growth anymore and it won't.
    Jun 10 09:12 AM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    I have in the past, but Google is a growth company, Apple is perceived as a value name. As for Amazon, more of a retailer, and if you use P/S, the argument changes completely.
    Jun 10 09:11 AM | 1 Like Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    And most of that cash flow is produced outside the US, where it can't be used for dividends/buybacks. Google also has a lot of growth that Apple does not.
    Jun 10 09:10 AM | 1 Like Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    That was also fueled by a huge drop in revenue growth and falling earnings.
    Jun 10 09:08 AM | 2 Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    It will make some difference. In today's, there are ETFs that must own it then.
    Jun 10 09:08 AM | 2 Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Of course, Zillow's less than $2 billion market cap helped it to soar. Apple's at $565 billion is just a tad bit different.
    Jun 10 09:07 AM | 5 Likes Like |Link to Comment
  • Apple: It's Show Time, Baby! [View article]
    Considering all the hype surrounding the 5S, the number of increased carriers, the earlier entry into China, and a stock that had gone from $385 to $550, yes, expectations were reasonable for where the stock was trading.
    Jun 2 12:35 PM | Likes Like |Link to Comment
  • Apple: It's Show Time, Baby! [View article]
    Nearly $18 from last week's high to this morning's low.
    Jun 2 12:22 PM | Likes Like |Link to Comment
  • Apple: It's Show Time, Baby! [View article]
    A miss is a miss. If it wasn't a miss, the stock would not have fallen as it did. Yes, it was a record, but your flagship product can't come in a few million units below expectations.
    Jun 2 10:12 AM | 1 Like Like |Link to Comment
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