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David Zanoni  

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  • Apple: Short-Term Estimates And Stock Fluctuations Mean Nothing For The Long Term [View article]
    Hawaii808,

    Your right, the shares probably would have been sold regardless of the news. The stock did have a nice run up heading into earnings, so selling triggers were probably in place for the large institutional investors. So, the little guy just needs to be patient, not panic, and hold shares for the long-term.
    Jul 23, 2015. 08:49 PM | 7 Likes Like |Link to Comment
  • Apple: Short-Term Estimates And Stock Fluctuations Mean Nothing For The Long Term [View article]
    woodywood,

    That is a great question - Where will the future growth come from? Well, the iPhone is doing just fine with each upgrade. Many people keep saying that another huge product needs to replace the iPhone. However, the iPhone is our portable computer, phone, radio, camera, video recorder, navigator, calculator, all in one. We will always have the need to communicate via voice and text and check email & browse the web on the go. The record iPhone sales demonstrate this. After Apple conquers the world, they'll introduce another new version and a large portion of the world will upgrade... and the beat goes on. What will replace the smartphone in the future? Whatever it is, Apple will probably make the best version of it.

    Jul 23, 2015. 08:45 PM | 9 Likes Like |Link to Comment
  • Apple: Short-Term Estimates And Stock Fluctuations Mean Nothing For The Long Term [View article]
    richbar,

    The PEG that I am referring to is based on 5-year projected EPS growth. The single-digit growth for next year will follow this year's 40% + growth. So, it is better to look at multiple years to get a more accurate picture.
    Jul 23, 2015. 07:33 PM | 10 Likes Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q3 2015 Results - Earnings Call Transcript [View article]
    The selling is most likely a result of large investors balancing their portfolios. Apple's stock ran up before earnings, so profit taking was probably due.

    To answer your question: the more accurate statement is that there was a larger quantity of sell orders vs. buy orders. This put downward pressure on the stock price.
    Jul 22, 2015. 11:27 AM | Likes Like |Link to Comment
  • Apple Clobbers Samsung In China [View article]
    wwhite78,

    That's a great question: How would someone that is long AAPL respond to the statement that Apple has become an imitator, instead of an innovator?

    Apple has always been an innovator by making the best or most popular products. The Mac was a more reliable version of a PC; the iPod was a more advanced version of an MP3 player; the iPhone, a more advance cell phone. Apple didn't invent the computer, the MP3 player, the cell phone, or the watch. What they do is make existing products more advanced, user-friendly, and popular. Ultimately, what matters is that the company continues to increase sales, earnings, and cash flow year-over-year. That is what investors should be concerned about.

    The iPhone hit the markets in 2007 - 8 years ago. The fact that the company achieved increased sales year-over-year on new versions demonstrates that the company is effectively innovating - even if the innovations are incremental changes to existing products. Apple doesn't have to be the first to invent something - they just have to continue to offer products that will increase sales over the long-term and do it profitably. Apple is doing just that.
    Jul 8, 2015. 03:48 PM | 4 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    I find it interesting how quickly Apple responded to Taylor Swift's stance. The news did bring more awareness for Apple's music service, which is another new source of revenue for the company. The price of the service is reasonable, so it should be positive for Apple.
    Jun 23, 2015. 09:08 AM | Likes Like |Link to Comment
  • Apple: Is The WWDC The Catalyst To Break The Stock Above $133? [View article]
    Apple's stock is more likely to respond to sales/earnings figures. Eyes will be on the Watch sales. I wouldn't expect any significant price movement until the next quarterly report.
    Jun 7, 2015. 09:37 AM | 8 Likes Like |Link to Comment
  • Apple's Metaio Acquisition Could Be A Game Changer [View article]
    Neil,

    Thank you for the article. It should be interesting to see what develops from this.
    Jun 7, 2015. 09:30 AM | 13 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    It is just not worth $200 yet.
    May 18, 2015. 07:48 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Mike Dirnt,

    Great question - Alcoa is an example of a stock that doesn't rise along with earnings over the long-term. It tends to trade closer to the price of aluminum.
    May 17, 2015. 03:48 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    giofls,

    Not if we can buy them for $128 today. However, if the shares were $200 today, the forward PE would be 20.7 - not as attractive as today's valuation, but not outrageous either. When the price does reach that level, expected earnings are likely to be higher for the following year, so the valuation is likely to still be attractive.
    May 17, 2015. 03:36 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Moxi,

    Quarter to quarter really doesn't mean much. Year-over-year and annual trends mean more over the long-term. Apple is doing just fine over the long-term. Both Google and Apple can both thrive in this environment. Google is primarily advertising, so it is not an apples-to-apples comparison. This isn't a boxing match between Apple and Google - both have very different businesses which can thrive simultaneously.
    May 17, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Moxi,

    The Google car is only in the testing phase. It is only allowed to be tested in certain areas such as California and Nevada with certain requirements. It is not yet a legal means of transportation yet and is not yet a significant source of revenue for Google. I agree that it is a great innovative technology, but it is likely to take many years to be a money-maker for Google.
    May 17, 2015. 12:03 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    inside man 55,

    That's a great point, cash flow is certainly an important factor. Apple's stock price is also closely correlated to its free cash flow. The trend looks similar to the EPS correlation.
    May 17, 2015. 11:54 AM | 1 Like Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Benjamin,

    How can you jump to such a conclusion without seeing the actual sales figures. Why not wait until the quarterly report to see what is actually selling before giving up on the company. Apple is still growing revenue and earnings largely from iPhone sales, so I don't understand why you are so negative.
    May 17, 2015. 11:42 AM | Likes Like |Link to Comment
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