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David Zanoni  

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  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    kamifa76,

    Having a portable computer in your pocket to surf the web, text, check email, read books and other publications, take pictures/videos, listen to music, watch TV, scan items in a store to find the best price, use as a GPS, ohh yeah and make phone calls, etc. is much more than novelty for most users.
    Aug 28, 2015. 01:32 PM | 13 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    techy46,

    If it brings in increasing revenue, earnings, and cash flow, then a new iPhone is exciting to me.
    Aug 28, 2015. 01:24 PM | 9 Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    dkrieb,

    I guess it depends on who your cable company is. Some offer deals that you can lock into for a year or even 2 yrs. I've seen internet only deals for $30 - $40 month for a 2 yr. contract - that's for 25-30 Mbps download speed. Get something like MagicJack for a landline phone and a TV antenna if you're close to a city. If you are in an area that has both cable and Fios, then there might be good competing deals as well.
    Aug 27, 2015. 08:29 PM | 2 Likes Like |Link to Comment
  • Can Apple Burst The Netflix Bubble? [View article]
    Bill,

    NFLX may not lose many subscribers during a recession, but the stock would get crushed along with the rest of the market with its valuation so high.
    Aug 12, 2015. 07:03 PM | 1 Like Like |Link to Comment
  • Can Apple Burst The Netflix Bubble? [View article]
    Ross,

    I agree with you that NFLX is absurdly valued. However, you also stated that AAPL is somewhat pricey. What metric are you using to determine that Apple is pricey? Certainly not the trailing PE of 13, forward PE of 11.8, or the PEG of 0.89 - they show an undervaluation as compared to the market. AAPL is undervalued even on a DCF basis. I did an updated DCF analysis on Apple in my subscription service. http://bit.ly/1NM6wlB
    Aug 12, 2015. 07:01 PM | 3 Likes Like |Link to Comment
  • Apple: Reversing My Call, Stock Is A Buy Once Again [View article]
    Hardog,

    Apple is not a trading vehicle for me either, but rather a long-term investment.
    Aug 10, 2015. 01:00 PM | 3 Likes Like |Link to Comment
  • Apple: Reversing My Call, Stock Is A Buy Once Again [View article]
    I agree. The stock was due for a correction after a strong run up to over $130. The recent earnings report was just a sell-the-news event. The current price looks attractive for a long-term investment.
    Aug 10, 2015. 11:04 AM | 3 Likes Like |Link to Comment
  • Apple's Next iPhone: A Bellwether For Growth Momentum [View article]
    Mark,

    Excellent points - the multitasking feature is certainly important to drive iPhone sales. I think the recent decline in the stock is overdone. The stock is likely to bounce back to new highs over the longer term.
    Aug 10, 2015. 10:59 AM | 16 Likes Like |Link to Comment
  • Apple: Short-Term Estimates And Stock Fluctuations Mean Nothing For The Long Term [View article]
    Wow, this sell-off in AAPL is way too bearish. It's time for the stock to bounce the other way - to move back above the 50-day moving average.
    Aug 3, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • 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
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