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Dutch Trader

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  • Taking A Break From Apple [View article]
    I changed my view for several reasons. One of the reasons is that it's market cap is not going to double in the nearby future. Last weekend I was thinking competition is heating up (Samsung, HTC, Google) so on one way or the other it has to impact the growth story.

    There are too many free apps available. Apple can't accept a future in which too many apps are technically free — something that has already happened on Android — unless they are also taking a cut when money changes hands outside of app download.

    Of course I am still a big Apple fan, only for now I prefer the sideline.
    Oct 20 05:45 PM | 3 Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    I bought some Nutreco (AMS: NUO) and TomTom (AMS:TOM2) in Amsterdam.
    Oct 20 05:27 PM | Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    This made me sell:

    Everybody knows Apple managed to calm the disappointed herd, mainly by using the phrase “we’re thrilled” seven times during the call while pointing out that the big miss in iPhone sales was likely due to everybody waiting around to buy the new iPhone 4S. But not one of Wall Street’s Finest—not one—asked about the most disturbing pattern coming out of Apple’s earning release: the measly 1% year/year revenue increase at Apple’s retail stores, the 26% year/year profit decline at Apple’s retail stores, and the mere 4% year/year growth in visitors to Apple’s retail stores. Certainly, there was an impact at the retail stores from the Apple Faithful waiting for the new iPhone. But even before this quarter's jaw-dropping sequential-quarter momentum collapse from up 36% in June to up 1% in September—a downshift we can not recall seeing at any retailer, ever (please come up with one, and we'll highlight it here)—the Apple retail stores had been losing their mojo. For example, from the December 2009 to the June 2010 quarter, retail visits rose from 51 million to 61 million. This year, visits from December 2010 to June 2011 did not rise at all—from 76 million to 74 million. Something’s happening here. What it is ain’t—exactly—clear.
    Oct 20 04:42 PM | 3 Likes Like |Link to Comment
  • Apple Business Model Is Iconic And Sustainable [View article]
    For a lot of youngsters and young adults the iPhone brand is considered cool. You are completely right with your statement that cool means a fantastic industrial design and deep practical purpose.

    Maybe I had to explain these aspects better in this article.

    Thanks for your comments, it helps me to become a better contributor.
    Oct 10 12:48 PM | Likes Like |Link to Comment
  • Is The Market Pricing Apple Correctly? [View article]
    Good article, I already linked this article in my article....lol
    seekingalpha.com/artic...
    Sep 9 04:17 PM | Likes Like |Link to Comment
  • The App Economy Will Be The Growth Driver For Apple [View article]
    You know what is also interesting. Appbackr at appbackr.com
    Appbackr is a wholesale marketplace for applications. App developers find wholesale buyers to fund applications and drive sales. People can invest in apps and get money if it hits the appstore.
    Aug 31 08:56 AM | Likes Like |Link to Comment
  • The App Economy Will Be The Growth Driver For Apple [View article]
    Apple is benefiting from the app economy but also Android is of course benefiting and is going to benefit even more. Below an interesting presentation.

    www.slideshare.net/vgu...
    Aug 30 02:55 PM | Likes Like |Link to Comment
  • Apple: iPhone, iPad Sales the New Growth Engine [View article]
    King, is that not with all the articles you read about Apple?

    But thanks for the input. I will not write about Apple anymore because everyone seems to know Apple, at least they say!
    Jul 31 05:08 AM | Likes Like |Link to Comment
  • Apple: iPhone, iPad Sales the New Growth Engine [View article]
    You are a world citizen, but here in the Netherlands a lot of folks only invest in companies that are listed on Euronext Amsterdam. Philips Electronics, Randstad, Unilever, Royal Dutch Shell, ING, Aegon, Reed Elsevier, TomTom, etc. so they forget that there are more interesting stocks worldwide.

    Augustom what's your view on content providers for the smartphone business?

    I found an interesting marketplace (crowdfunding website)for apps: appbackr.com

    Greetz,

    Johan
    Jul 30 04:13 PM | Likes Like |Link to Comment
  • Apple: iPhone, iPad Sales the New Growth Engine [View article]
    Btw I hardly write about very popular stocks anyone follows.

    Most articles on Seeking don't bring something new, because we don't want to be accused of illegal "crimes". If news is public available you never bring something new to the table. News can be new for people who didn't read it before.
    Jul 30 03:17 PM | Likes Like |Link to Comment
  • Apple: iPhone, iPad Sales the New Growth Engine [View article]
    Thanks for your comment!

    Augustum, the original title was called "Chinese youth more and more important for Apple", but the title was changed by Seeking. Not everyone knows that Apple is already freaking popular in China (Emerging Markets) and is going to be even more popular there.

    In Europe and in the Netherlands many investors are focused on their own stock markets and companies, so those investors don't know a lot about foreign companies (stocks). In this case an American company.
    Jul 30 01:38 PM | Likes Like |Link to Comment
  • Apple: iPhone, iPad Sales the New Growth Engine [View article]
    Additional information that I forgot to implement in the article:

    allthingsd.com/2011033.../
    Jul 30 07:42 AM | Likes Like |Link to Comment
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