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Bret Jensen

 
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  • What Lies Ahead For Apple [View article]
    Thank you for the kind words.....AAPL has been a huge winner over last year with further appreciation ahead....but I like GILD better for growth here just like AAPL a year ago. JMTC.
    Jul 24 11:13 AM | Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Thanks. Usually takes 15-45 minutes before submission and positing on SA....If this is the "new flat", I will take it....Happy Hunting....:-)
    Jul 24 07:21 AM | 1 Like Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Thanks for the very kind words.....had 10% of portfolio in AAPL when at $400....lighten a bit as I think GILD is now the best large cap growth play...even though I see continued, if slower, upside to Apple. Happy Hunting.
    Jul 23 01:13 PM | 1 Like Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    I hope you are including me in the former category given record......http://bit.ly/1p6awoJ
    Jul 23 01:11 PM | 5 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    "With [gross margins] stabilizing and core demand trends solid, we think investors will want to own Apple (AAPL +3%) stock into bigger-screen iPhone 6 and ecosystem-expanding iWatch/iBand launches," writes Evercore, staying bullish on Apple following its mixed FQ3 results and light FQ4 guidance.Macquarie: "The bottom line is that the iPhone 6 reception is what matters right now." Its target has been raised by $7 to $102. At least 6 other firms have also hiked their PTs today.Citi, which recently launched coverage at Buy, expects 140M iPhone 6 sales over the first 12 months (compares with an iPhone installed base of 300M), and thinks the adoption of installment/early upgrade plans could provide further upside.It's also pleased with Apple's 28% Greater China growth, given fears of tougher competition from local vendors - fast-growing Xiaomi just rolled out a metal-framed flagship phone that goes for $320 unsubsidized.9to5 Mac reports today Apple is "tentatively" planning to unveil the iPhone 6 in mid-September. Sources state the 4.7" model is set to be shown off, but add a final decision hasn't been made on revealing the 5.5" model at the event. KGI reported last week the 5.5" model could be delayed due to production issues.The site also reports Apple is planning an October event that will likely involve an iWatch/fitness band. Apple is fresh off receiving a patent for a modular smartwatch design that includes a strap with built-in sensors and other circuitry.
    Jul 23 12:00 PM | 3 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Am surprised in a happy way on how much sentiment has shifted on this stock over the last year. If Apple would have missed on revenues and lowered forward guidance one year ago, stock would be going in the other direction..........
    Jul 23 11:59 AM | 4 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Expect to see a lot of these today................
    Analyst Michael Walkley from Canaccord Genuity reiterated a Buy rating on Apple(NASDAQ:AAPL).
    Read why>
    Jul 23 10:34 AM | 2 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Stock is up because solid results and sentiment has turned on Apple....very small percentage of float short...
    Jul 23 10:31 AM | 3 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    When I submitted article, stock was up less than .5%....nice move today.
    Jul 23 10:05 AM | 12 Likes Like |Link to Comment
  • Apple Invades The Enterprise Space [View article]
    Sizeably...........:-)
    Jul 17 10:02 AM | Likes Like |Link to Comment
  • Apple Invades The Enterprise Space [View article]
    Great title for future article...:-)
    Jul 17 09:46 AM | 4 Likes Like |Link to Comment
  • Apple Invades The Enterprise Space [View article]
    I don't usually deal in 3-4 day time horizons, but my thought is some profit taking went on as company has had massive run over the past year and we are approaching the stock's Sept 2012 peak pre-split. Matters if you are day trader, irrelevant if you are long term value investor.
    Jul 17 08:43 AM | 4 Likes Like |Link to Comment
  • Momentum Will Push Apple To $105 By Year-End [View article]
    As part of a comprehensive enterprise mobility partnership, Apple (NASDAQ:AAPL) and IBM plan to develop 100+ "industry-specific enterprise solutions," including new iPhone/iPad apps.The apps will begin to arrive this fall, and IBM will resell iPhones/iPads containing them to clients worldwide.
    Jul 16 08:11 AM | Likes Like |Link to Comment
  • Momentum Will Push Apple To $105 By Year-End [View article]
    BAML upgrade could be turning point on cheap shares.
    Jul 14 10:39 AM | Likes Like |Link to Comment
  • Momentum Will Push Apple To $105 By Year-End [View article]
    We believe Tim Cook has solidified his strategy and re-gained the confidence of Apple (AAPL +0.8%) stakeholders in many ways - reversing many of the warning signs we saw earlier in the year," writes Barclays' Ben Reitzes, upgrading shares to Overweight and hiking his PT by $15 to $110.Reitzes, who downgraded Apple in February following many years of being bullish, also thinks Samsung's recent issues provide a buffer, and that checks for new products (in terms of build orders, demand, and quality) are strong.He respectively forecasts FY14 and FY15 EPS of $6.36 and $7.10, above consensus estimates of $6.32 and $6.93, and expects 61.5M iPhones to be sold in the Dec. quarter.Separately, KGI's Ming-Chi Kuo reports the 5.5" iPhone 6 could be delayed due to production issues related to "the yield rate of in-cell touch [panels] and color unevenness of metal casing." He also isn't sure if the 5.5" model's sapphire cover glass will "easily pass the drop test near-term."Kuo thinks the phone's launch is likely to happen after October, and possibly not until 2015. As previously noted, he has a mixed track record for predicting product launch dates, and a better one for predicting product specs.
    Jul 14 09:37 AM | Likes Like |Link to Comment
More on AAPL by Bret Jensen
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