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David Zanoni  

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  • 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 | 12 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
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    rrosey2,

    Thank you, good point.
    May 16, 2015. 09:25 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    HuFlung,

    Yes, there are many of them - how about biotech stocks that are not yet profitable. How about Amazon - where the stock rises more on revenue growth, but not EPS.
    May 16, 2015. 08:47 PM | 4 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    SGK,

    The stock remains undervalued as compared to the broader market because of how quickly products develop in the tech space. The discount in the valuation is due to the uncertainty of Apple's ability to constantly innovate with existing products as well as new products.
    May 16, 2015. 08:42 PM | 4 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    delta vega roll,

    I appreciate your perspective. It would be great to see that materialize.
    May 16, 2015. 04:35 PM | 3 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    SGK,

    So, you already knew my projections for Apple's EPS and share price over the long-term?
    May 16, 2015. 04:30 PM | 3 Likes Like |Link to Comment
More on AAPL by David Zanoni
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