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David Guarino

 
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  • Even With Negative FCF, Apple Still Undervalued [View article]
    I agree with you that market sentiment is a very powerful force in the pricing of stocks. However over the long term I believe stock prices will ultimately follow earnings. Sooner or later the market will realize the value in AAPL.

    Thanks for your comments.

    -David Guarino
    Jul 9 11:40 AM | 1 Like Like |Link to Comment
  • Even With Negative FCF, Apple Still Undervalued [View article]
    No problem, thanks for the comments.

    -David Guarino
    Jul 9 11:16 AM | 1 Like Like |Link to Comment
  • What's In Store For Apple Investors In FY13 [View article]
    You make a good point.

    Currently of the $121 billion in cash and investments, $82 billion is held overseas. That still leaves $38 billion available for share repurchases in addition to the cash flow which is produced each quarter.
    Dec 20 03:43 PM | Likes Like |Link to Comment
  • What's In Store For Apple Investors In FY13 [View article]
    rich,

    First let me thank you for being the first to post a comment regarding my article and not your own thoughts on why Apple is great/sucks. You make a very good point about what 2014 and beyond may hold. I think the company can keep the earnings growing by large scale share repurchases. I know some may argue that this is not "organic" growth, but what else are you to do with such a large cash pile? The cash is becoming a drag on performance and given the extremely low valuation, it appears to be a rather favorable entry point.


    In the event the company needed cash to invest in other projects, the debt market would likely treat them very kindly given the pristine balance sheet and tremendous operating cash flow.

    Thanks for your comments,

    David
    Dec 20 01:03 PM | 1 Like Like |Link to Comment
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